Project Overview We are looking for an experienced Marketing Automation and Integration Specialist to help troubleshoot and resolve an issue with lead synchronization. Currently, lead records created in Further VSA for one of our senior living clients are not being passed to SharpSpring via the existing integration, resulting in leads not receiving the intended drip campaign communications. Our goal is to ensure that leads submitted through Further VSA are successfully passed into SharpSpring via Zapier and automatically enrolled in the email drip campaign. Scope of Work Responsibilities include: • Review the current setup for Further VSA, Zapier, SharpSpring, and Sherpa(Aline) • Troubleshoot lead syncing issues and identify any points of failure • Configure, test, and validate workflows • Ensure lead data is mapped correctly between systems • Verify that new leads are successfully created or updated in SharpSpring • Confirm leads are automatically entered into the correct drip campaign/workflow • Recommend best practices to improve reliability and automation performance • Document changes made and provide recommendations for ongoing maintenance Required Experience • Strong experience with marketing automation platforms (Such as HubSpot, ActiveCampaign, SharpSpring and Further VSA) • Advanced Zapier troubleshooting and workflow configuration skills • Experience integrating CRMs, lead forms, and marketing automation systems with lead nurturing and drip campaign setup • Ability to diagnose API, webhook, field mapping, and trigger issues Desired Outcomes • Fully functioning integration between Further VSA and SharpSpring • Successful testing of lead flow from form submission through drip campaign enrollment • Brief documentation of configuration and recommendations To Apply Please include: • Relevant experience with Zapier, integrations and marketing automation platforms • Examples of similar integration or troubleshooting projects • Your availability and estimated timeline for completing this work We are looking for someone who can quickly assess the existing setup, identify the issue, and implement a reliable solution.

Seeking someone to assist with Dubsado workflows and integrate with Acuity and GHL. Also, I'd like to send text messages to contacts when a proposal is sent. We use Quickbooks for invoicing and would like that to be integrated as well. We also use SamCart, Shopify and Typeform. It would be great to have someone who can assist as projects arise for streamlining and building automations so that we can spend our time client facing.

We are seeking a skilled freelancer to set up our Monday.com CRM, including automations. The ideal candidate will have experience in CRM systems and be able to efficiently manage and automate tasks. This project requires attention to detail and the ability to optimize workflows for maximum efficiency. If you have a strong background in CRM setup and automation, we would love to hear from you!

Project Overview: We are a fast-paced law firm looking to optimize our entire case pipeline from client intake to matter closure. We use Bridge Legal for marketing intake, Clio for our Core Case Management System (CMS), Jubilee for our bankruptcy practice section, Google Calendar for scheduling court events, and Microsoft 365 (SharePoint/OneDrive) for document storage. Instead of building an expensive custom platform from scratch, we want to leverage a low-code automation system (n8n preferred, or Zapier) coupled with advanced AI APIs (such as Anthropic Claude or OpenAI) to handle data mapping, automated drafting, calendar triggers, and text alerts. Airtable will serve as the primary human control panel for our 17 staff members. Mandatory Legal Compliance & Insurance Prerequisites: Due to strict State Bar legal ethics regulations regarding the absolute confidentiality of client proprietary records, data safety is our highest priority. Do not apply if you cannot meet these criteria: 1. NDA: The selected contractor must sign a comprehensive Non-Disclosure Agreement (NDA) prior to receiving system access. 2. Liability Insurance: You must provide verifiable proof of active Professional Liability Insurance (Errors & Omissions) and Cyber Liability Insurance before contract execution. 3. Data Silo Constraints: All workflows must utilize commercial API tiers providing Zero Data Retention (ZDR). Client documents and pleadings must never be used to train public AI models. Key Scope of Automation Tasks: 1. Airtable Control Center: Build out the primary user interface directly inside Airtable, which is already utilized by our 17 staff members. All automated steps (Intake, Pleading Drafting, SMS triggers, and Case Closures) must be launched via Airtable button triggers, attachment fields, and status fields. The automation must capture the Airtable user metadata to maintain an internal audit trail before passing data to Clio. 2. Lead to Retainer: Catch webhook data from Bridge Legal, prompt an LLM to parse raw intake notes for names and deadlines inside Airtable, and automatically trigger a dynamic e-sign contract template (DocuSign/Gavel/HelloSign). 3. Payment to Clio/Jubilee Creation: Listen for payment webhooks (Stripe/LawPay) and use the Clio API to programmatically open the Account, Contact, and Matter. Our bankruptcy section uses Jubilee which is natively connected to Clio via a live sync. The candidate must ensure cases routed through our bankruptcy pipeline are cleanly initiated in Clio so that the native Clio-to-Jubilee data bridge operates smoothly without synchronization lag. 4. AI Answer Generation via SharePoint: Set up an automated folder monitor in Microsoft SharePoint. When a Plaintiff's Complaint PDF is uploaded, the automation must extract the text, run it through Claude 3.5 Sonnet to draft paragraph-by-paragraph denials, append a baseline library of Affirmative Defenses, and save a formatted .docx back to SharePoint and Airtable. 5. Google Calendar to Twilio Reminders: Check our synced Google Calendar daily for court appearances, look up the corresponding client phone numbers using Clio's API, and schedule automated text reminders via Twilio at 30, 7, and 1-day intervals. Implement protective logic (idempotency) to ensure a client is never double-texted. 6. Accounting & Case Closure: Read settlement figures from Airtable fields, query the Clio Expenses API to subtract advanced costs, calculate our firm split using formulas, and automatically execute a Clio API update to switch the matter status to "Closed." Airtable Schema Requirements: The candidate will design a relational, multi-view database structure in Airtable. This database will serve as the primary operational hub, containing tables for: • Table 1: Matters & Intake (Master ledger for lead parsing, case categorization, and user audit stamps). • Table 2: Automation Control Center (Action buttons for contract deployment, e-sign status webhooks, and the AI file drop zones). • Table 3: Settlement Ledger (Calculated currency tracking fields for Gross Settlement, Firm Fee %, Advanced Clio Costs, Medical Liens, and Net Client Payout). The backend code must interact directly with Airtable fields to manage state progression, receive user tracking data, deposit AI-generated documents, and pull transaction balances. Required Experience & Technical Proficiencies: • Proven track record building multi-step automations inside n8n or Zapier. • Experience authenticating and mapping data variables natively via the Clio API (v4), Google Calendar API, and Microsoft Graph / SharePoint API. • Demonstrated experience handling structured JSON payloads and dealing with API rate limits. • Strong understanding of AI prompt design for accurate textual parsing and document structural layout.

We’re looking for a HubSpot CRM expert who can design the overall CRM architecture, build automation, and implement integrations—not just configure basic fields and views. You will own the HubSpot setup end-to-end, from data structure and workflows to integrations with Google products and our third‑party website. Key Responsibilities Audit and optimize our existing HubSpot portal, including objects, pipelines, lifecycle stages, properties, lists, and permissions. Design and implement automated client updates (emails, tasks, notifications) driven by HubSpot workflows and clearly defined triggers (e.g., deal stage changes, form submissions). Build and maintain integrations between HubSpot and: Google Sheets for two-way data sync and operational reporting. Google Docs and Drive for structured storage and easy access to client documents from within HubSpot records. Connect HubSpot to our 3rd‑party website: Implement form capture and tracking. Send events and data from the website into HubSpot. Expose HubSpot data back to the site as needed (e.g., client portal / logged-in experiences). Use native integrations, marketplace apps, and/or no-code tools (Zapier, Make, n8n, etc.) to orchestrate data flows where appropriate. Work with APIs (HubSpot, Google, and website backend) to implement and document custom integrations when off‑the‑shelf tools aren’t sufficient. Set up dashboards and reports to give leadership and operations clear visibility into the client lifecycle and pipeline. Document the architecture, integrations, and workflows so they can be maintained and extended over time.

The AI Process Optimization Specialist is responsible for evaluating, designing, implementing, and continuously improving business processes through the strategic use of Artificial Intelligence (AI), automation, and digital technologies. This role works across all departments to identify inefficiencies, recommend AI-driven solutions, develop implementation plans, and ensure employees successfully adopt new technologies. The ideal candidate combines business analysis, process improvement, project management, and AI expertise to help the organization become more efficient, scalable, and competitive. Key Responsibilities Business Process Analysis Analyze existing business workflows across all departments. Document current processes and identify bottlenecks, redundancies, and manual tasks. Interview department leaders and staff to understand operational challenges. Create workflow diagrams and process documentation. AI Opportunity Assessment Identify tasks that can be automated or enhanced using AI. Evaluate emerging AI technologies and recommend practical business applications. Research AI platforms, software, and automation tools. Conduct cost-benefit analyses for proposed AI initiatives. Workflow Optimization Design more efficient workflows using AI-assisted processes. Develop standardized operating procedures (SOPs). Reduce repetitive manual work. Improve communication and collaboration between departments. Create scalable systems that grow with the business. AI Implementation Configure and deploy AI tools and automation platforms. Coordinate integrations between business software. Test workflows before deployment. Troubleshoot implementation issues. Measure effectiveness using key performance indicators (KPIs). Employee Training & Change Management Train employees on new AI tools and workflows. Develop documentation, tutorials, and training materials. Promote AI adoption throughout the organization. Gather user feedback and continuously improve processes. Performance Monitoring Track productivity improvements and ROI. Measure time savings and operational efficiencies. Maintain dashboards and performance reports. Recommend additional optimization opportunities. Innovation & Continuous Improvement Stay current with advancements in Artificial Intelligence. Evaluate new AI platforms and emerging technologies. Pilot new automation initiatives. Recommend long-term AI strategies that align with company goals. Preferred Qualifications Bachelor's degree in Business, Information Systems, Computer Science, Engineering, or related field (or equivalent experience). Experience in business process improvement or operations management. Strong understanding of AI technologies and automation platforms. Experience with workflow automation tools (Zapier, Make, n8n, Microsoft Power Automate, etc.). Familiarity with Large Language Models (LLMs) such as ChatGPT, Claude, Gemini, and Microsoft Copilot. Excellent analytical and problem-solving skills. Strong project management abilities. Outstanding written and verbal communication skills. Ability to work independently and lead cross-functional initiatives. Technical Skills Preferred experience with: Artificial Intelligence platforms Workflow automation tools CRM systems Project management software Documentation platforms Data analytics and reporting tools API integrations Microsoft 365 and Google Workspace Low-code/no-code automation platforms Core Competencies Strategic Thinking Process Improvement Critical Thinking Systems Analysis Project Management Change Management Business Communication Continuous Learning Innovation Leadership Organization Collaboration Success Metrics Performance will be measured by: Reduction in manual labor hours Increased operational efficiency AI adoption across departments Employee productivity improvements Workflow automation rate Cost savings generated Return on AI investments (ROI) Employee satisfaction with new systems Process documentation completeness Successful delivery of optimization projects Typical Projects An AI Process Optimization Specialist may: Build AI assistants for customer service and internal support. Automate repetitive administrative tasks. Develop AI-powered knowledge bases. Optimize project management workflows. Improve sales and marketing processes using AI. Streamline onboarding and employee training. Create automated reporting dashboards. Integrate AI into website development, customer support, accounting, HR, and operations. Develop company-wide AI usage standards and best practices. Mission To transform the organization into a highly efficient, AI-enabled business by continually identifying opportunities to automate work, improve processes, reduce costs, enhance decision-making, and empower employees through the effective use of Artificial Intelligence.

We are seeking an experienced Project Manager to help oversee and coordinate our CRM, sales automation, and marketing automation projects. This role will work closely with our implementation team, clients, and leadership to ensure projects are moving forward efficiently, deadlines are met, communication is clear, and deliverables are completed on time. About Us: We help businesses streamline their sales, marketing, and operations through CRM implementation, sales automation, marketing automation, integrations, and workflow optimization. We work with platforms such as HubSpot, ActiveCampaign, GoHighLevel, Pulse CRM, Zapier, Make.com, and other related tools. Responsibilities: • Manage multiple client projects simultaneously • Track project progress and ensure deadlines are met • Coordinate tasks between team members and clients • Lead project status meetings and follow-up communications • Create and maintain project plans in ClickUp • Identify bottlenecks and proactively solve issues • Ensure client requests are documented and assigned appropriately • Monitor project scope and communicate changes when necessary • Maintain organized project documentation and processes • Provide regular updates to leadership on project status Requirements: • Proven experience as a Project Manager • Strong experience using ClickUp (required) • Excellent written and verbal communication skills • Highly organized with strong attention to detail • Comfortable managing CRM, automation, and technology-related projects • Ability to prioritize multiple projects and deadlines • Proactive problem solver who takes ownership • Available during standard business hours Monday–Friday • Located in the United States • Eastern Time Zone preferred Nice to Have: • Experience managing CRM implementation projects • Familiarity with HubSpot, ActiveCampaign, GoHighLevel, Keap, or similar platforms • Experience with Zapier, Make.com, API integrations, or workflow automation projects • Experience working with agencies or consulting companies Hours & Compensation: • Part-time to start (approximately 20 hours per week) • Potential for increased hours based on performance and project volume • Long-term opportunity for the right candidate Please include: • A brief summary of your project management experience • Your experience with ClickUp • Examples of CRM, automation, software implementation, or technology projects you have managed • Your time zone and typical availability • Your favorite ClickUp feature We are looking for someone who is organized, responsive, proactive, and capable of helping us deliver an exceptional experience for our clients.

DESCRIPTION: We are a Boston-area construction and real estate development company looking to set up GoHighLevel as our complete CRM and marketing system. We have already subscribed to GoHighLevel. We need an experienced GHL specialist to build everything from scratch. SCOPE OF WORK: Connect third-party business data tools to GHL via Make.com so that new leads are automatically created and enrolled in workflows Build full pipeline stages: New Lead, Contacted, Replied, Meeting Booked, Proposal Sent, Won, Lost Build automated multi-channel follow-up sequences including email, SMS, and voicemail drops across multiple audience segments Build long-term nurture sequences — monthly email and quarterly SMS on an ongoing basis Configure AI SMS conversation bot to qualify inbound replies and book calls directly to our calendar Integrate Lob.com for automated direct mail triggered on new lead entry Connect Make.com enrichment workflows between lead ingestion and GHL contact creation Build conditional sequence enrollment logic based on available contact data fields Connect GHL landing pages to paid ad lead forms Set up sub-accounts for 2 additional business entities under our main account Deliver a Loom walkthrough video of the complete build upon completion WHAT WE PROVIDE: GHL admin login All third-party tool credentials Complete copy for all email and SMS sequences Pre-recorded voicemail audio file Brand assets including logo and colors TO APPLY: Share 2-3 examples of GHL builds you have completed, particularly ones involving Make.com or Zapier integrations. Please confirm your availability to start this week. Budget: $800-$1,500 fixed price

We are seeking a skilled freelancer to guide us in implementing Pipedrive from ground zero. We are currently migrating from HubSpot and want to ensure that we establish a sales process and an ongoing workflow that will provide accountability, clear reporting, and linkages to our financial forecast for years to come. We've already scrubbed the data that we need in HubSpot so migrating from HubSpot to Pipedrive isn't the issue. Effectively we want your help ensuring that we are maximizing our setup within Pipedrive for future success as well as automation. The ideal candidate will have years of experience implementing Pipedrive on behalf of sales organizations and a strong understanding of sales pipeline management. Our team is composed of fast learners so we just need several hours of guidance on how to ensure that we're setting it up to maximize Pipedrive's benefits and our efficiency.

AI Workflow & Automation Consultant for Executive Search Firm We are an executive search firm looking for an experienced AI technology consultant to help us evaluate, improve, and automate our internal workflows. We are not looking for someone to simply introduce generic AI tools. We want someone who can take a hands-on look at how our business currently operates, understand our recruiting/search process, and help us create practical, efficient AI-enabled workflows that our team will actually use. About Our Current Tech Stack We currently use: RecruitCRM as our applicant tracking/search CRM Microsoft 365 across the business Microsoft Copilot as our enterprise AI tool Claude, which integrates with RecruitCRM Microsoft Teams, Outlook, OneDrive, SharePoint, Word, Excel, and PowerPoint Additional recruiting tools, interview notes, candidate documents, and internal templates We want to better connect and leverage these systems so we can reduce manual work, improve consistency, and make our team more efficient. What We Need Help With We are looking for someone to review our full process and help identify where AI, automation, integrations, or better workflows can improve the way we work. This may include: Reviewing our current recruiting/search workflow from intake through candidate presentation Evaluating how we use RecruitCRM, Copilot, Claude, Microsoft 365, Teams, Outlook, OneDrive, and SharePoint Identifying repetitive manual tasks that can be automated or streamlined Helping us create better workflows for candidate presentations, interview notes, client updates, reporting, and document management Recommending practical AI tools, prompts, templates, automations, or integrations Helping us organize files, notes, candidate materials, and client deliverables more efficiently Training or documenting best practices so our team can adopt the new workflows Ideal Background The ideal consultant will have experience with: AI workflow design for small or mid-sized businesses Microsoft 365, Microsoft Copilot, Teams, Outlook, OneDrive, and SharePoint Recruiting, staffing, executive search, or professional services workflows CRM or ATS systems, ideally RecruitCRM or similar platforms Claude, ChatGPT, Copilot, or other AI tools used in business operations Automation tools such as Power Automate, Zapier, Make, or similar Process mapping, workflow optimization, and implementation Project Goal Our goal is to have someone come in, understand how we work today, and help us build a more efficient AI-enabled operating system for the business. We want practical improvements, not theoretical recommendations. The right person should be able to assess our current state, recommend what should change, help implement improvements, and provide clear documentation or training for our team. Deliverables May Include Current workflow assessment AI and automation opportunity map Recommended tools and integrations Updated workflows for key business processes Reusable prompts, templates, or SOPs Microsoft 365 / Copilot / RecruitCRM optimization recommendations Implementation support Training documentation for our team To Apply Please include: A brief overview of your experience with AI workflow consulting Examples of similar projects you have completed Your experience with Microsoft 365, Copilot, Claude, RecruitCRM, or recruiting workflows How you would approach reviewing and improving our current process Your suggested project structure and estimated timeline We are open to either an initial audit/strategy project or a longer-term implementation engagement depending on fit.