We are a growing real estate team seeking an experienced CRM and automation consultant to audit, optimize, and streamline our lead generation and conversion systems. Our goal is to build a scalable, well-documented process that increases conversations, appointments, and closed transactions while creating a better experience for both our agents and our clients. Current Technology Stack Follow Up Boss (CRM) Fello Sierra Interactive (Website & Lead Generation) Zapier Email & SMS Automation Database Approximately 25,000 contacts Buyer leads Seller leads Past clients Homeowners Sphere of influence Internet leads Current Challenges While we have several systems in place, we believe we're only utilizing a fraction of their capabilities. We currently receive: Home valuation requests through Fello Home buyer leads through our Sierra Interactive website Internet leads that flow into Follow Up Boss Although leads are consistently entering our CRM, we want to improve how those leads are nurtured, segmented, routed, and converted into real conversations, appointments, listings, and buyer clients. We're looking for someone who can evaluate our entire workflow—not just individual automations—and recommend the most efficient way for these systems to work together. Project Scope We're looking for someone to: CRM & Workflow Audit Review our existing Follow Up Boss setup Review our Fello implementation Review Sierra Interactive lead flow Evaluate how Zapier is currently being used (or should be used) Identify bottlenecks, redundancies, and missed opportunities Automation & Drip Campaigns Create or improve automated campaigns for: Buyer leads Seller leads Home valuation requests Homeowners Past clients Long-term nurture Sphere of influence New internet leads Cold leads Re-engagement campaigns Lead Routing & Conversion Help us improve: Lead routing Lead assignment Smart Lists Tags Action Plans Agent follow-up workflows Seller conversion Buyer conversion Long-term nurture strategy Sierra Interactive Optimization Our website generates buyer leads through Sierra Interactive. We'd like someone to review: Current buyer workflows Website lead routing Buyer nurture campaigns Behavioral automations Lead conversion strategy Website-to-CRM workflow Missed opportunities within the buyer journey Fello Optimization We currently generate homeowner valuation requests through Fello. We're looking to improve: Seller nurture campaigns Homeowner drip campaigns Equity-based outreach Home anniversary campaigns Long-term homeowner engagement Conversion from valuation request to listing appointment System Integration Help us determine: Which platform should own each automation Best practices for integrating Follow Up Boss, Fello, Sierra Interactive, and Zapier Where workflows can be simplified Opportunities to reduce manual work Recommendations for future scalability Reporting & Accountability Recommend reporting that helps leadership measure: Lead response time Conversion rates Agent follow-up Appointment rates Listing opportunities Buyer opportunities ROI by lead source Automation performance Deliverables By the end of the project, we'd like to have: A complete audit of our current systems Optimized workflows Recommended CRM structure Automated drip campaigns Improved lead routing Clearly documented workflows SOPs for future maintenance Automation map/flowchart Recommendations for continued optimization Ideal Experience We're looking for someone with proven experience working with: Follow Up Boss Fello Sierra Interactive Zapier Real estate CRMs Large real estate teams Lead conversion Marketing automation CRM architecture Sales operations Bonus if you've helped brokerages or teams increase listing appointments and buyer conversions through automation and CRM optimization.

Job description We’re a marina and campground with several core systems that need to work together. We’re modernizing how we run the business and are looking for a skilled automation engineer to help us connect our tools, cut out manual work, and keep everything running smoothly. We’ve adopted Make.com as our automation platform and plan to stay on it unless there’s a compelling reason to switch. We’re primarily looking for strong Make.com expertise, but experienced Zapier engineers are welcome to apply — the platforms are similar enough that deep expertise in either one translates well. This is an ongoing, part-time role. You’ll design, build, and maintain automations across our operations, with steady work for the right person. What you’ll build • Bookings & operations — reservation confirmations, scheduling, and internal alerts • Marketing & CRM — lead capture, email sequences, contact syncing, and review requests • AI chatbot integration — connecting our website assistant to bookings, email, and our knowledge base • General automation — streamlining other workflows across the business as needs come up What we’re looking for • Proven, in-depth expertise in Make.com or Zapier, with a portfolio of complex, real-world workflows • Strong experience with APIs, webhooks, and third-party app integrations • Solid grasp of data mapping, error handling, and building reliable, maintainable scenarios • A clear communicator who can recommend the best approach — not just take orders • Dependable and responsive, since this is an ongoing relationship Engagement & rate • Ongoing, part-time • We’ll start with an initial project, with strong potential for continued work To apply Send a brief note covering which platform you specialize in (Make.com or Zapier) and your experience with it, 2–3 examples of automations you’ve built (links or short descriptions — ideally similar to what’s above), and your weekly availability. Bonus points if you’ve worked with hospitality, booking, or small-business tools.

I need an expert on Co pilot studio with a specific focus on agent optimization workflows. I have a handful of agents I need to work in parallel with one another and funnel up through a hierarchy to the master agents above. Looking to consult an expert to make this flow seamless, fast, and accurate for a project. Thanks!

We are seeking a skilled freelancer to help automate our processes using Google Sheets. The ideal candidate will have experience in integrating different sheets to enhance workflow efficiency. Responsibilities include developing scripts to automate data transfer and updates between sheets, and ensuring seamless communication between various Google Drive documents. If you have a strong understanding of Google Apps Script and can deliver high-quality solutions, we would love to hear from you!

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?

Overview Transit & Flow is a fast-scaling Columbus home services company (plumbing, HVAC, drain, sewer, water heater, sump pump) building a premium, AI-powered operation. We are wiring together a set of best-in-class platforms into one self-functioning system that captures, books, reschedules, reminds, invoices, and follows up with customers automatically across phone, website chat, and Thumbtack. We need a senior integration specialist to stand this up cleanly, end to end, on a short-term contract. This is an execution role for someone who has built production voice-AI and automation systems before, not a learner. Detailed architecture blueprints will be provided to the hired contractor under NDA. What you will build A connected stack with no manual re-entry between systems: • Bland AI voice agents (several agents: inbound scheduler, after-hours and emergency handling, Thumbtack lead agent, and an outbound reminders and follow-up agent) • A website chat agent running the same booking logic in text • Thumbtack Live Connect bridged to a Bland agent via API and webhook, plus the Thumbtack lead feed into our automation bus • Quo.com as the telephony and SMS layer (call forwarding to Bland, SMS send via API, one consistent business number) • GoHighLevel CRM integration (contact sync, pipelines, nurture) • Make.com as the orchestration layer (scenarios for booking, rescheduling, reminders, estimates, invoicing, lead intake, error handling) • Scheduling, rescheduling, cancellation, and automated appointment reminders against our field service management platform (currently Jobber, migrating to OctopusPro, so platform-flexible API work is required) • Email automation including emailing and resending invoices and receipts on request Core responsibilities • Configure Bland pathways, custom tools, and webhooks that read and write to our systems mid-call (check availability, book, reschedule, cancel) • Build robust Make.com scenarios with idempotency, retries, error handling, and alerting • Integrate REST APIs and webhooks across Bland, Quo, GoHighLevel, Thumbtack, the FSM, and email • Bridge Thumbtack Live Connect to a dedicated Bland number so leads are answered live • Implement automated SMS and voice reminders with confirm and reschedule handling • Document everything and deliver a clean handoff so the system is maintainable and scalable Must-have skills • Proven production experience with a voice-AI platform: Bland strongly preferred, or Vapi, Retell, or Synthflow with transferable skill • Advanced Make.com (or n8n) including webhooks, data stores, error handling, and routing • Strong REST API and webhook integration skills, JSON, authentication, signing • GoHighLevel API experience • Telephony and SMS concepts: call forwarding, SIP or number routing, A2P • Ability to design for scale and reliability, not just a demo that works once Nice to have • Quo.com or comparable VoIP platform experience • Thumbtack pro tooling or lead-response automation experience • Home services or field service management background • OctopusPro, Jobber, or similar FSM API experience Engagement • Short-term contract, estimated 3 to 5 weeks • Milestone-based fixed price preferred, hourly considered for the right expert • Async daily updates, a few live working sessions per week • NDA and scoped system access required; you will not receive owner credentials How to apply Do not send a generic proposal. Answer these in your application: 1. Link or describe a voice-AI agent you built that booked or scheduled against a live external API mid-call. What platform, what API, what was the hardest part? 2. How do you make Make.com or n8n scenarios idempotent and resilient to duplicate webhooks and failed calls? 3. In two or three sentences, how would you bridge Thumbtack Live Connect to a voice AI agent so the agent answers the lead live? 4. Your proposed milestone breakdown and realistic timeline for the scope above. 5. How you handle client credentials and secrets securely. Strong applications that show real systems thinking move to a short paid test task before the full award.

GoHighLevel Systems Architect Needed to Build Complete CRM & Automation Infrastructure Music Habitat is a music technology startup launching in New Orleans and expanding nationally. Our mission is to help independent artists build sustainable careers by connecting them with venues, sponsors, fans, content opportunities, merchandise sales, and future booking opportunities. We are looking for an experienced GoHighLevel expert to design and build the operational backbone of our company. This is not a simple funnel project. We need someone who can think strategically and build a scalable CRM, automation, and revenue operations system that will support rapid growth. Primary Objectives Build a complete GoHighLevel environment that manages: Artists Artist application forms Artist onboarding Artist qualification workflow Artist status tracking Artist communication automation Venues Venue lead capture Venue sales pipeline Subscription onboarding ($200/month) Venue relationship management Automated follow-up campaigns Sponsors Sponsorship inquiry forms Sponsorship sales pipeline Proposal tracking Contract stages Sponsor communication workflows Investors Investor intake forms NDA workflow Investor pipeline Investor status tracking Automated investor updates Ambassadors Ambassador application process Referral tracking Performance tracking Communication workflows Events Event registration forms Attendee tracking Volunteer tracking Vendor management Sponsor integration Deliverables CRM Structure Create a clean and scalable CRM architecture that supports multiple business units and customer types. Pipelines Build separate pipelines for: Artists Venues Sponsors Investors Ambassadors Automation Workflows Develop workflows for: Lead capture Follow-up sequences Appointment booking Internal notifications Task assignments Pipeline movement Email automation SMS automation Forms Build all required intake forms and application forms. Dashboards Create executive-level reporting dashboards showing: Lead volume Conversion rates Pipeline value Sponsor sales Venue sales Investor activity Documentation Provide Loom videos explaining: System structure Pipeline management Workflow management Future maintenance Integrations Experience with the following is preferred: Stripe Zapier Make.com Twilio APIs Membership Portals SaaS Mode AI Automations Ideal Candidate You have: Built multiple GoHighLevel systems from scratch Experience creating complex CRM architectures Experience with sales operations and revenue operations Strong workflow automation skills Strong documentation skills To Apply Please provide: Number of GoHighLevel systems you have built. Links or screenshots of previous work. Loom walkthroughs if available. Your recommended architecture for Music Habitat. Estimated timeline and fixed-price proposal. Important We are looking for a long-term partner, not just a contractor. If the initial project is successful, there will be ongoing opportunities to support future brands within our portfolio, including: Music Habitat Observe Life Volabite Future startup ventures

Description: We’re looking for someone to help us set up a simple but reliable marketing automation workflow for our real estate/design-build company. Every two weeks, we receive an updated list of new leads. We want those leads to automatically flow into an email drip sequence without manual work each time. The goal is to create a system where: a new lead list comes in on a biweekly basis contacts are added automatically to the right email sequence the drip campaign launches smoothly and consistently the setup is easy for our team to manage going forward We already have the lead source and the general workflow in place — now we need someone who can connect everything properly and make it work cleanly. We’re looking for someone with experience in: email marketing automations drip sequence setup list imports / lead routing Monday.com / CRM workflows integration tools like Zapier, Make, or similar Please message us with: similar automation work you’ve done what tools you’d recommend for this setup how you would approach building it We’re looking for someone practical, responsive, and easy to work with.

GoHighLevel Solutions Architect | CRM Optimization, Automations & System Design We are looking for an experienced GoHighLevel expert to help refine and expand an existing multi-account CRM ecosystem. The foundation has already been built. We're looking for someone who can think strategically, recommend best practices, and execute high-quality work while keeping the system clean, scalable, and easy to maintain. Current Tech Stack GoHighLevel BookingKoala Zapier SweetProcess Google Drive Stripe QuickBooks OpenPhone / Quo Project Scope We're looking for assistance with: Refining GoHighLevel account architecture Organizing and optimizing custom fields Standardizing tags and naming conventions Building and improving pipelines Creating forms and funnels Designing workflow automations Optimizing integrations between BookingKoala and GoHighLevel Improving customer, lead, and recruiting workflows Recommending best practices for long-term scalability Documenting systems and processes as needed Our Philosophy We believe simple systems scale. We're not looking for someone who creates unnecessary complexity. Every field, automation, tag, and workflow should have a clear business purpose. We're looking for someone who can help us build a CRM that our team will actually enjoy using. Ideal Candidate You should have strong experience with: GoHighLevel Workflow Automations Pipelines & Opportunities Forms & Funnels Custom Fields Zapier CRM Architecture Process Documentation Experience with Booking Koala is a significant advantage but is not required.

We're a 30-year, family-owned home improvement company in Michigan. We run a modern but disconnected software stack and we're looking for a developer to connect the pieces, automate manual work, and build reporting that actually gets used. This is project-based contract work to start, with steady ongoing work for the right person. Not a full-time role. What you'd be working on: Our tools don't talk to each other and too much still runs on manual data entry and spreadsheets. We want someone who can look at a workflow, find the bottleneck, and build the fix. Examples of projects on our list: Replace an antiquated Google Sheets scheduling system with something modern and connected Build and maintain integrations between our core tools (CRM, call tracking, phone, accounting) Build BI and reporting dashboards that pull from multiple sources into one clear view Automate manual data entry, lead routing, and reporting tasks Set up AI-assisted tooling where it makes sense (call summaries, automated reporting, data cleanup) Our stack: JobNimbus (CRM, system of record) CallRail (call tracking, ~50 numbers) RingCentral (phone) Rilla (sales conversation analysis) QuickBooks (accounting) Google Ads and Facebook Ads Google Sheets / Google Workspace You should have: Strong experience with API integrations and connecting SaaS tools (Zapier/Make is fine for some of it, but we want someone who can write custom code when the no-code tools fall short) Experience building reporting dashboards or BI tools Comfort with one or more CRM platforms (JobNimbus experience is a big plus) Ability to scope a problem, propose a solution, and ship it without heavy hand-holding Clear written communication and the ability to explain technical work to non-technical people Nice to have: Experience with JobNimbus, CallRail, RingCentral, or QuickBooks specifically Experience building AI-assisted workflows (LLM-based summaries, data extraction, etc.) Experience in home services, construction, or contracting businesses