We are a small AI consulting practice that helps financial services firms put AI to work inside their business. Our clients are owner-led firms like accountants, business appraisers, financial advisors, and insurance agents. We do not sell one-off scripts or disposable projects. We build practical AI systems that take real work off these firms' plates, delivered through ongoing monthly work. Demand is growing and the bottleneck is delivery. We are looking for one delivery partner to own that side of the work with us. How it works: we handle marketing, sales, and the paid advisory session that starts each client. Once a client moves to ongoing work, you take the lead on delivery. You build the systems against the priorities we set each month, and you run the weekly client meeting as their main point of contact. We stay in for support, to translate the client's business context, and to own the relationship at the top, but week to week the client works with you. What you would own: -Building AI and agentic systems for clients -Running the weekly client meeting and being the client's day-to-day contact -Taking each engagement from kickoff through delivery on the month's agreed hours, to a standard we can stand behind Compensation is $100/hour for your hours, which include both build time and client meetings. Straightforward and paid against tracked hours. As our client book grows, so do the hours available. Who we are looking for: -Genuinely fluent building real systems with modern AI tools. -Not just familiar with them. You should be comfortable architecting and shipping working systems for non-technical business owners. -Client-ready. You can run a working session, explain technical things plainly to a non-technical owner, and hold a client relationship week to week. -Native or fluent English. You are in front of clients every week, so clear, natural communication is non-negotiable. -Strong general technical judgment. The specific stack matters less than the ability to find the right solution and build it. -Reliable. We scope the work and stand behind it, so we need to count on what you deliver and how you handle the client. Who this is not for: anyone looking to own sales or pricing, anyone who only wants to build quietly and never talk to a client, and anyone new to this work hoping to learn on the job. To apply, tell us briefly: the most relevant AI system you have built and what it did for the business, how comfortable you are leading client calls, and how you approach building these systems. Start your reply with the word "Agentic" so we know you read this in full. Applications without it will not be reviewed. We will move quickly with the right person.

I'm looking for an experienced automation specialist to build a follow-up system for my sales pipeline. The goal is a reliable, automated workflow that ensures no lead falls through the cracks — from first contact through close. What I need: A multi-step follow-up sequence triggered when a new lead enters my CRM (HubSpot or Salesforce) Automated emails sent via Gmail or Outlook at defined intervals (e.g., Day 1, Day 3, Day 7, etc.) Logic to pause or stop the sequence when a lead replies or takes a defined action Integration built using Zapier or Make (n8n open to discussion) Clear documentation so I can manage and update it myself going forward Ideal candidate: Proven experience building CRM + email automation workflows Comfortable working with Zapier and/or Make Familiar with HubSpot or Salesforce (please specify which in your proposal) Able to recommend best practices for follow-up timing and structure if needed To apply, please share 1–2 examples of similar workflows you've built and your preferred platform (Zapier, Make, etc.). Budget and timeline are flexible for the right person — I'd rather do this right than fast.

We are seeking an AI Automation Implementation Expert to enhance our business processes. The ideal candidate will have experience in implementing AI solutions to improve efficiency and productivity. Responsibilities include analyzing current systems, identifying areas for automation, and implementing AI-driven solutions. The candidate should be able to work independently and provide insights on AI best practices.

We’re looking for an experienced Marketing Automation Specialist to help build the automation infrastructure for a rapidly growing virtual health education company. Our current tech stack includes: * HeySummit * Kit (formerly ConvertKit) * Circle * Monday.com * Stripe * Zapier and/or Make Project Scope We’re looking for someone who can connect our systems and build reliable automations that reduce manual work and improve the attendee experience. Responsibilities include: * Connect HeySummit registrations with Kit * Build automated tagging and segmentation * Sync purchases between platforms * Automate Circle community invitations and onboarding * Build attendee, speaker, sponsor, and affiliate workflows * Create abandoned registration and purchase automations * Test all workflows thoroughly * Document every automation so our internal team can maintain it Requirements * Advanced Kit automation experience * Strong Zapier and/or Make experience * API integration experience * Experience building customer journeys and marketing automations * Excellent documentation skills * Ability to recommend best practices rather than simply follow instructions Bonus if you’ve worked with HeySummit or Circle before. Please include: * Examples of similar automation projects * The platforms you’ve worked with * Estimated timeline * Fixed project price This is a project-based contract with the potential for future optimization work.

Looking to build digital workflows to cover common tasks, such as responding to leasing inquiries, ingesting and analyzing bills from emails, proactively managing maintenance requests with self-service type questions, etc. Need someone who is proficient with building with LLMs, harnesses, and can demonstrate that they have build reliably operating systems Goal would be to reliably measure efficacy on each task, such that we could promote away from HITL into auto-act capabilities when confidence is sufficiently high Opportunity for much more work if can prove excellence here.

Project Overview: We are a Pool & Spa chemical manufacturing company with a significant amount of physical inventory ready for wholesale distribution. We are currently implementing a headless commerce architecture. While our lead API architect handles the checkout and ERP integration, we need a dedicated Method:CRM specialist to build our outbound B2B sales trigger. Your objective is to execute a clean "Mechanism Dialysis"—separating our B2B wholesale prospecting workflows from our standard accounting contacts, and building the UI triggers to launch automated SMS sequences via our VoIP provider (Quo). The Mission (Scope of Work): You will be working entirely within Method:CRM (and potentially Make.com) to build the following pipeline: 1. Tagging Architecture: Create and structure custom tags (e.g., B2B Prospect - Quo SMS Drip) so we can safely import cold wholesale prospects without corrupting our primary QuickBooks sync data. 2. UI Customization: Build a custom action button on the Method:CRM Contact screen (e.g., "Initiate Quo Sequence"). 3. Webhook Trigger: When that custom button is clicked, Method must fire an outgoing webhook containing the contact's First Name and Mobile Phone number. 4. Routing: Ensure that webhook properly routes (likely via Make.com) to trigger our pre-written SMS sequence in Quo. Required Tech Stack Experience: • Method:CRM (Screen customization, custom actions, and tagging) • REST APIs & Webhook generation • Make.com / Zapier logic • B2B CRM Architecture The Ideal Candidate: I am a firm, results-oriented business owner who values integrity, direct communication, and stewardship of time. I work long hours overseeing manufacturing, so I do not have time to micromanage this build. I need a confident, structural thinker who knows exactly how to manipulate Method:CRM's UI and automation engine. I do not want fluffy agency pitches. I want a sharp, efficient builder who can get in, wire the plumbing, test the webhook, and get out. To Apply: Please start your proposal with the phrase "CRM Dialysis." In your proposal, give me a brief, 1-2 sentence explanation of how you typically handle outgoing webhooks from Method:CRM. Do not send a generic cover letter.

We are seeking an expert in GoHighLevel to assist with setting up and optimizing our website chat bot AI agent. It is already connected to the website, we just need someone that can help us configure it properly so that potential clients can interact with it

I am building a reusable lead follow-up and consultation booking automation system for med spas and aesthetic clinics. I need an experienced automation specialist who can build, test, document, and hand off a production-ready workflow system. This is not a one-off Zapier task. I need a reusable system that can be adapted for future clients. What the system should do: * Recover missed calls and website inquiries before they go cold * Send fast SMS/email follow-up to new leads * Collect basic service interest without giving medical advice * Send a consultation booking link * Log every lead in a CRM or lead tracker * Track lead status from new inquiry to booked consultation * Notify clinic staff when a lead replies, books, or needs human review * Escalate medical, treatment-specific, pricing-sensitive, or sensitive questions to staff * Run a simple no-response follow-up sequence * Send appointment reminders after a consultation is booked * Provide a weekly lead activity summary showing new leads, contacted leads, booked consultations, no-responses, and escalations Preferred stack: - Make - Airtable - Twilio - Calendly - Google Workspace / Gmail I am open to GoHighLevel or other stack recommendations if you can explain the trade-offs clearly. Important compliance guardrails: The system is for appointment scheduling and lead follow-up only. It must not provide medical advice, diagnose, recommend treatments, collect sensitive medical history, or answer treatment-specific questions. Any medical, pricing-sensitive, treatment-specific, or sensitive question should be routed to clinic staff. Required deliverables: - Workflow diagram - Recommended stack document - Working demo system - CRM/tracker template - SMS/email message templates configured with variables - Testing checklist - Client onboarding checklist - Duplication/setup guide - Loom walkthrough - Handoff documentation - Monthly tool cost estimate - Limitations and risks document Budget: Fixed price: $1,500 Budget flexible up to $2,000 for the right reusable system. Proposed milestones: Milestone 1 — Architecture and stack recommendation $300 Milestone 2 — Working build $800 Milestone 3 — Documentation and handoff $400 PLEASE COMPLETE THE SCREENING QUESTIONS WHEN APPLYING: 1. Describe a workflow you built involving SMS follow-up triggered by a call or form submission. What tools did you use? 2. What is the most complex Make.com scenario you have built? 3. Have you built Airtable as a CRM or lead tracker before? Describe the structure. 4. Have you integrated Twilio with Make or Zapier for SMS automation? 5. Have you connected Calendly webhooks to downstream automation? 6. How would you prevent this system from giving medical advice or collecting sensitive information? 7. What does your documentation and handoff process include? 8. For this use case, would you recommend GoHighLevel or Make + Airtable + Twilio? Why?

We operate a licensed Adult Family Home (AFH) in Washington State with 24 residents and a team of approximately 25 staff across caregiving and leaders. We are seeking a professional to help improve our business operations, streamline processes, and support overall efficiency. The ideal candidate will have experience in business operations, management, and process improvement, and be able to work closely with our team to identify opportunities for growth and optimization. Deliverables: All of the following must be delivered for the project to be considered complete: 1. Fully built ClickUp workspace with all spaces, folders, lists, templates, custom fields, and dashboards as specified. 2. Five Make.com scenarios built, tested, and active as specified in Section 5. 3. WhatsApp Business group channel setup guide (naming, keyword conventions, how to add members). 4. End-to-end test documentation — at least one full test run of each workflow showing trigger to task creation to escalation to completion. 5. A short handoff document (1–2 pages) explaining how each Make.com scenario works, where to find it, and how to update it if a workflow changes. 6. A 30-minute walkthrough call with our leadership team upon delivery. Required: • Demonstrated ClickUp workspace builds (portfolio required) • Make.com scenario building with conditional logic and email parsing • WhatsApp Business API or Cloud integration experience • Experience with multi-step automation flows • Ability to work from a written SOP / workflow spec • Clear English communication — async updates expected Nice to have: • Experience with healthcare or residential care operations • Experience building ClickUp dashboards for leadership teams • Prior work with email parsing + webhook routing in Make.com • Experience with HIPAA-adjacent data handling This is a build project, not a consulting project — we have defined what we need. We are not looking for someone to redesign the architecture.

Univium (small-business consultancy) is hiring a part-time Consulting Lead to own client problems end-to-end: lead discovery calls, scope and design solutions, write dev briefs (Jira), review deliverables, and draft proposals. Start 5 hrs/week, scale to 10 then 20. Hire needed within 3–4 weeks. Hours & Rate - Start: 5 hrs/week; scale to 10 → 20 as proven - Rate: $90–$110/hr (final rate based on experience/fit) - Location: US-based only (required) - Timeline: must be available to start within 3–4 weeks Key responsibilities - Lead or co-lead 1–3 client discovery/consultation calls weekly - Scope client problems, design fit‑for‑purpose solutions, write clear Jira cards/dev briefs - Review dev output, manage handoffs, and communicate results to clients - Draft proposals with hourly estimates and confidence levels for owner review - Self-onboard to new clients by mining notes, recordings, existing systems - Flag high-risk/low-confidence work proactively What this role is NOT - Not responsible for writing production code (in-house devs implement) - Not responsible for owning sales or managing other consultants initially Success outcomes (first 6 months) - Help scale active clients from 3 → 5–6 without increasing owner hours - Independently move 1–2 projects/week from scope → dev handoff or run 2–3 consultations/proposals weekly - Owner spends time on risk-review/high‑stakes oversight, not solution generation - Minimal hand‑holding required for onboarding; interactions are net relief for owner - Documented process to onboard a second consultant by month 6–9 Required qualifications - US-based with flexible scheduling for client calls - 5+ years working with small businesses (SMB experience required) - Hands-on familiarity with at least 4 of: Airtable, Notion, Zapier / N8N / Make, Google Apps Script, Lovable / Replit - Strong client-facing experience (leading discovery, managing expectations) - Proven portfolio of end-to-end SMB projects (scoping → solution → handoff) - Excellent at writing dev briefs / Jira tickets and delegating execution - Strong strategic problem-solving and calibrated risk awareness - Available to ramp to 10 hrs/week on 1–2 weeks' notice Screening filters (what we’ll prioritize) - Clear portfolio of solved SMB problems, ability to justify tool choices - Evidence of self-directed initiative and minimal ramp-time hires - Comfortable working via Upwork (time tracker), available within 3–4 weeks - NOT a pure executor, enterprise-only consultant, or non-US-based How to apply Submit via Upwork with: - Relevant hourly rate expectation within $90–$120/hr - Short cover note (1–2 paragraphs) summarizing why you fit this role - 2–3 portfolio examples of SMB problems you’ve solved end-to-end (links or brief case studies) - Your earliest availability to start - We’ll screen on Upwork, present finalists to the owner. Owner will interview top candidates (30–45 min). Selected candidate starts at 5 hrs/week. Owner note to candidates: We need someone who makes the owner’s life easier from week one — minimal hand‑holding, strong judgment, clear communication. If that sounds like you, please apply.