Hire the Best Podio Specialists
in the United States

B2B companies struggling with cold outreach don't have a messaging problem; they have a system problem. I build the entire outbound infrastructure that turns cold prospects into booked meetings. $200K+ earned on Upwork. 83 clients. Real estate, AI startups, healthcare, and professional services. --- 🔧 What I Build: Full Outbound Infrastructure (Most Popular) ICP definition → list building → Clay enrichment → Instantly cold email setup → AI calling agents (Bland AI / Vapi) → CRM integration. You get a done-for-you outbound system that runs without you. Cold Email Systems Domain setup, DNS configuration (SPF, DKIM, DMARC), inbox warmup, and personalized sequences in Instantly built for deliverability, not just volume. Open rates that actually mean something. AI Cold Calling Agents Configure and deploy AI calling agents for appointment setting, follow-up, and lead qualification. Integrated with your CRM so every call outcome is tracked automatically. Lead List Building & Enrichment ICP-targeted prospect lists built in Apollo and enriched in Clay with personalized variables. Verified and segmented before a single email or call goes out. CRM Setup & Sales Automation HubSpot, GoHighLevel, and Salesforce configuration, pipelines, workflows, and automations that track every lead from first touch to closed deal. --- 🎯 Who I Work With: ✔️ Real estate investors and brokers scaling deal flow ✔️ Healthcare companies targeting facilities and providers ✔️ AI startups building their first sales pipeline ✔️ Professional services firms replacing referral dependency --- ⚙️ Tools I Work In: Clay · Instantly · Apollo · Bland AI · Vapi · HubSpot · GoHighLevel · Salesforce · Google Workspace --- Three ways to work together: Tier 1 - Cold Email or Calling Setup: Full infrastructure build, one channel, one audience Tier 2 - Complete Outbound System: Both channels, ICP + list building, Clay enrichment, AI calling Tier 3 - Done-For-You Partner: I run the campaigns, report weekly, optimize monthly (retainer) Send a message with what you're selling and who you're targeting. I'll tell you exactly what your outbound system needs.

Hi! I’m an experienced Cold Caller and Virtual Assistant with a strong background in real estate, sales, and lead generation. Over the years, I’ve helped clients connect with motivated leads, qualify prospects, and book solid appointments that turn into deals. ✅ What I Do Best: Outbound cold calling (real estate, SaaS, insurance, home services, etc.) Qualifying leads by motivation, timeline, and property/market needs Appointment setting directly into CRMs/calendars Building and maintaining cash buyer lists for wholesalers Virtual assistant support (CRM updates, spreadsheets, follow-ups, skip tracing, admin tasks) 📊 I’m comfortable using tools like Mojo Dialer, CallTools, Google Voice, Podio, Salesforce, and spreadsheets, and I know how to keep detailed notes to make sure no lead slips through the cracks. I bring a confident and friendly phone presence, can handle objections professionally, and know how to build trust quickly. My focus is always on results generating qualified leads and booked calls so you can focus on closing deals. If you’re looking for someone reliable, organized, and skilled in cold calling and virtual support for real estate or other industries, I’d be happy to help!

Cold Caller | Customer Support Representative | Virtual Assistant Hello! I’m an experienced Cold Caller, Customer Support Representative, and Virtual Assistant with a strong background in lead generation, appointment setting, and client communication across industries such as Real Estate, SaaS, Insurance, Roofing, Home Services, and E-commerce. ✅ My Areas of Expertise: Outbound cold calling and lead generation Customer support via phone, email, and chat Appointment setting and calendar management Lead qualification and follow-up communication CRM management and data entry Virtual assistant and administrative support Building and maintaining lead and buyer lists 📞 I’m confident speaking with customers and prospects, handling objections professionally, resolving concerns, and creating positive customer experiences. I know how to communicate clearly, stay patient under pressure, and maintain professionalism in every interaction. 💻 I’m comfortable using tools like Mojo Dialer, CallTools, Podio, Salesforce, Google Voice, Zendesk, Freshdesk, HubSpot, and Google Sheets/Excel. I learn new systems quickly and always keep detailed notes to ensure smooth follow-ups and organized workflows. I’m reliable, detail-oriented, and focused on delivering quality work that helps businesses grow, improve customer satisfaction, and generate more opportunities. I’d be happy to become a valuable part of your team.

I provide personalized, accurate and affordable bookkeeping solutions to small business owners and entrepreneurs. I give business owners the peace of mind that their books are taken care of while freeing up their time so that they can focus on growing their businesses. My services are catered specifically to my clients' needs and I strive to create efficient processes that are simple and effective. Certified QuickBooks Online ProAdvisor QBO Setups, Catch Ups & Clean Ups Ongoing Monthly Bookkeeping Services - Transaction Categorizations - Financial Reporting- Profit and Loss, Balance Sheet, Aging Reports, etc - Reconciliations - Journal Entries Specialty Bookkeeping Services - Account Management - AR/AP - Contractor and W2 Payroll - Subcontractor 1099s Quickbooks Online, Gusto, ADP, Paychex, Bill, Stripe, Square, PayPal, Divvy, RAMP, Keeper, Trello, Hubdocs, DEXT, Podio, Microsoft, Slack, Clockify, Calendly, and always adding new systems into the mix. Experience in the following industries- real estate, consulting, home healthcare, advertising, marketing, staffing agency, construction and various niche service-based clients.

Hey, I’m Chris. I build smart, automated systems that help businesses and individuals work more efficiently, sell more effectively, and make clearer financial decisions. Whether you need a CRM that actually fits your workflow or a dashboard that turns data into insight, I create solutions that simplify your world. I’ve spent over 18 years in technology and automation, and another decade leading sales teams, building client relationships, and managing operations. As a former CFO for a company with over 50 employees, I know firsthand what it takes to balance growth, cash flow, and clarity. That experience allows me to blend real-world financial understanding with technical skill to create systems that truly drive performance and peace of mind. 🔹 What I Do I help clients bridge the gap between data and action through automation, AI, and financial clarity. My latest work focuses on developing AI-Driven Financial Wellness systems that combine smart data analytics with human insight. The goal is simple: to give people visibility into their spending, sales trends, and profitability so they can make confident, informed decisions. No jargon. No spreadsheets. Just clarity. Here’s what I can help you with: • Financial coaching tools built on AI-powered reporting • Podio CRM development and Globiflow workflow automation • Zapier integrations • Custom Google Sheets and Plecto dashboards • QuickBooks synchronization for real-time expense tracking • AI-driven sales analytics and performance dashboards • Automated forms, contracts, and follow-up tasks • Clicksend and RightSignature integrations 🔹 Why Work With Me Most freelancers focus on either tech or strategy. I bring both — plus the perspective of someone who has managed teams, led sales operations, and overseen company finances. As a long-time entrepreneur, sales leader, and U.S. Air Force veteran, I approach every project with precision, practicality, and a results-driven mindset. You’ll get reliable systems, proactive communication, and a partner who understands how technology supports growth and financial stability. 🔹 My Background • Bachelor of Science in Technical Management, Embry-Riddle Aeronautical University • Microsoft Office Specialist® Certified (Word, Excel, PowerPoint, Access) • 18+ years in technology, automation, and workflow design • Former CFO overseeing financial operations, budgeting, and forecasting for a 50+ person organization • 15+ years of U.S. Air Force service. Accountability and follow-through are second nature. 🔹 Let’s Get Started Every project begins with one question: “What would make this easier for you?” Once I know the answer, we build your roadmap. Automation, clarity, and measurable results follow naturally. My job is to help you feel confident in your systems, your sales flow, and your financial picture. If you’re ready to simplify your operations, automate your workflow, or finally get the financial clarity your business deserves, let’s connect. I’ll help you turn your data chaos into clarity and momentum.

Most businesses don’t struggle with attracting customers, they struggle with creating professional websites, managing bookings, growing newsletters, collecting customer information, and automating the processes that keep their business running smoothly. That's where I come in. I help businesses streamline operations, improve customer experiences, and increase efficiency through website design, newsletter management, booking system optimization, Jotform solutions, and workflow automation. As a Shopify Specialist, Wix Designer, Squarespace Expert, Beehiiv Consultant, Substack Specialist, Jotform Expert, Vagaro Professional, Fresha Expert, and Acuity Scheduling Consultant, I specialize in building systems that help businesses save time, improve productivity, and scale effectively. My expertise includes: • Shopify Store Setup and Optimization • Wix Website Design and SEO Optimization • Squarespace Website Design and Customization • Beehiiv Newsletter Setup and Growth Strategy • Substack Newsletter Management and Publication Growth • Jotform Form Creation, Automation, and Integrations • Vagaro Setup and Booking Optimization • Fresha Scheduling and Appointment Management • Acuity Scheduling Integration and Configuration • Landing Pages and Lead Capture Systems • Client Intake Forms and Registration Forms • Email Marketing and Marketing Automation • Workflow Automation and Business Process Optimization • Customer Management and Client Onboarding Systems I create organized and scalable solutions that connect your website, booking platform, newsletter, CRM, payment systems, forms, and automation tools into one efficient workflow. The result is a streamlined business operation that enhances customer experience while reducing manual work. Whether you need a Shopify store, Wix website, Squarespace website, Beehiiv newsletter, Substack publication, Jotform solution, Vagaro setup, Fresha booking system, or Acuity Scheduling integration, I can help you build a system designed for long-term growth. Popular Jotform services I provide include Jotform Form Builder, Jotform Surveys, Jotform Registration Forms, Jotform Payment Forms, Jotform Conditional Logic, Jotform Approval Workflows, Jotform PDF Forms, Jotform Automation, Jotform Integrations, Jotform CRM Integration, Jotform Booking Forms, Jotform Client Intake Forms, Jotform Lead Generation Forms, Jotform Sign Forms, and Custom Jotform Design. If you're looking for a professional who understands Shopify, Wix, Squarespace, Beehiiv, Substack, Jotform, Vagaro, Fresha, Acuity Scheduling, website optimization, newsletter growth, booking systems, online forms, workflow automation, and business process improvement, I can help you build a scalable system that supports sustainable business growth and measurable results.