UPWORK JOB POST UPDATE IMPORTANT UPDATE – PLEASE READ BEFORE APPLYING We are NOT simply looking for someone to “run Facebook ads.” New Title - Local Lead Generation & CRM Systems Operator for Contractor Advisory Firm We are building a long-term lead generation and client acquisition system for a business advisory/consulting firm focused on LOCAL service businesses and contractors. Our ideal partner understands: * local lead generation, * consultative selling, * CRM workflows, * pipeline management, * follow-up systems, * appointment conversion, * and long-term client acquisition. This is NOT ecommerce. This is NOT influencer marketing. This is NOT national mass-market lead generation. Our business model is relationship and trust driven. We are looking for someone who understands how to: * generate qualified local leads, * move leads through a CRM pipeline, * create a simple professional FB Page * connect FB & IG Accounts to GHL * connect and test FB pixel * improve contact and appointment rates, * support consultative sales conversations, * and help optimize the full client acquisition process. Experience with: * GoHighLevel (GHL), * local service businesses, * contractor lead generation, * appointment funnels, * and automation workflows is strongly preferred. We are looking for strategic thinking, connectivity and systems understanding — not just ad management. We are looking for an experienced GoHighLevel (GHL) contractor who also understands Facebook and Instagram ad setup, lead flow, and Meta integrations. We need someone who can properly connect and configure the backend systems so leads flow cleanly from Facebook into GoHighLevel and through our automation process. Current Status: * GoHighLevel account is active * Basic workflows for website leads and automations are already built * Calendars and lead flows are functioning * We are now refining and preparing to go live with Facebook ads WE NEED HELP WITH: * Facebook Business Manager review/setup * Facebook Page + Instagram setup/cleanup or create new page * Meta Pixel installation and verification * Connecting Meta to GoHighLevel * Lead form integrations * Conversion tracking * Domain verification * Testing lead flow into GHL * Verifying workflows trigger correctly * Reviewing automations and identifying weak points * Ensuring proper attribution and tracking before ads go live IMPORTANT: We're looking for a hands-on operator who: * understands GHL * understands Meta/IG setup * understands lead flow * can troubleshoot issues quickly * can explain things clearly in plain English TO APPLY: PLEASE ANSWER THE FOLLOWING QUESTIONS: 1. Walk us through what should happen from the moment a Facebook lead submits a form until they become a booked appointment. 2. Tell us about a LOCAL service business or contractor campaign you worked on. What specifically did you improve besides “running ads”? Generic AI-generated responses will be ignored. SKILL LEVEL: Intermediate to Expert FIXED PRICE RANGE: $550.00 Possible ongoing work available for the right contractor. Thank you for your time in applying!

I need a professional redesign and upgrade of our existing GoHighLevel media website for DETV Foundation. Once complete, our domain detvch.com will be updated with the new design. The project requires expertise in web design and development to ensure a seamless and visually appealing experience.

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 need help setting up a landing page with SMS and Email automations connected for a home service contractor in Denver.

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 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.

GHL Expert Needed – Training, Setup Review & Strategy I am looking for a GoHighLevel expert to work with me one-on-one over Zoom in real time. This is not a build-it-for-me project. I need someone who can teach me, check what is already set up, and help me understand how to use GHL confidently on my own. What I need: - Review my existing GHL setup and tell me what is working, what needs to be fixed, and what I am missing - Train me hands-on over Zoom so I can learn to navigate and use the platform myself - Give me practical suggestions for how to best utilize GHL for my specific business (courses, digital products, retreat enrollment, and email marketing) - Be patient, clear, and able to explain things in plain language as I am not technical - Work with me until I feel confident What this is NOT: - I am not looking for someone to build everything for me - I am not looking for pre-recorded or templated training videos - I must be able to ask questions in real time over Zoom Availability: Must be available for Zoom sessions during daytime hours Central Time. Please share your GHL experience, your hourly rate, and any examples of training or consulting work you have done with small business owners or course creators.

I’m looking for a talented interface and graphic layout designer to revamp and standardize my marketing funnel pages inside GoHighLevel (GHL) for my business. The ideal candidate will have experience in creating visually appealing and effective marketing funnels that align with my brand. Responsibilities include redesigning existing pages, ensuring consistency across all elements, and optimizing for conversion. If you have a strong portfolio in this area, I would love to see it!

Dear Universe, Please send me someone who can automate our workflows. Someone who looks at our WordPress, WooCommerce, HubSpot, Monday, and Make stack and just... knows what needs to happen. Because God knows I've been through the manual emails, the spreadsheet hell, the constant back-and-forth with clients on onboarding, the processes that should've been automated months ago, and dealing with people who are wishy-washy about their commitment. Look, I'm really good with people, I'm good at design, I'm good at ideas... but holding all the mental load of architecting workflows and automation systems? That's not my thing. There's gotta be somebody out there with a really smart, healthy, analytical brain who can help me plan it right, diagram it properly, and architect this like an adult. Someone who does it right the first time. I need a workflows engineer who gets it, someone who can build a client-facing dashboard so our onboarding process runs itself, without me sending a single manual email. If you think you're a good fit, answer as if you're The Universe responding to my plea. Let me know why you're the one, and I'll know you actually read this. Thanks, Universe. Let's see what you got.

I am looking for an experienced Make.com automation/integration specialist with strong QuickBooks Online experience to build and complete a TrackOps to QuickBooks Online integration for my three businesses. This is not a simple “push an invoice from one system to another” project. The integration needs to handle real accounting workflows accurately across three separate companies using one centralized Make environment, with each company maintaining its own isolated TrackOps and QuickBooks Online account. I have already gone through unsuccessful contractor attempts on this project, so I want to be very clear up front: I am looking for someone who can actually build, test, and demonstrate working functionality in my environment - not someone who can only write a polished proposal. ________________________________________ Business / System Environment You will be working with three separate operating companies: • Megalodon Executive Protection Firm, LLC (EP) • Megalodon Private Investigations Firm, PLLC (PI) • Megalodon Regulatory Advisory Firm, PLLC (RA) Each company has: • its own TrackOps account • its own QuickBooks Online account The integration will be built in one centralized Make environment, but all company data must remain fully isolated by entity, with no crossover between businesses. TrackOps is my operational system of record for: • cases / jobs • customers / clients • invoices • time tracking / hours • mileage / expenses QuickBooks Online is my accounting system of record. The goal is for TrackOps activity to flow into QuickBooks Online with proper accounting treatment and minimal manual re-entry, while preserving clean books and reliable reporting. ________________________________________ Scope of Work I want this project structured into fixed-price milestones that align with the phases of work. A proposed structure is below, but I am open to reasonable adjustments if the contractor has a better recommendation. Milestone 1 – Discovery, Audit, and Foundation • Audit any existing Make scenarios / prior contractor work and document what is reusable versus what should be rebuilt • Review TrackOps API and webhook coverage for all required objects • Review and validate QuickBooks Online chart of accounts, products/services, classes, and other mapping structure relevant to the integration • Review my existing account mapping and identify any structural issues that need to be addressed before the build proceeds • Establish customer sync from TrackOps to QuickBooks Online • Implement duplicate prevention and standardized naming logic Milestone 2 – Core Invoicing, Payments, and Retainers • TrackOps invoices flowing into QuickBooks Online • Correct service / product mapping • Sales tax handling at the invoice line-item level • Payment recording and application to the correct invoice • Retainer handling logic: o retainer receipts booked properly o retainers applied against invoices---in TrackOps---as work is performed o clean accounting treatment in QBO Milestone 3 – Expense / Reimbursement Accounting • Client reimbursable expenses flowing correctly into QuickBooks Online • Administrative fee / markup logic where applicable • Mileage handling from TrackOps into QuickBooks Online • Travel / transportation reimbursement scenarios • Credit memos, debit memos, refunds, and related accounting treatment • Proper payable / reimbursement treatment for contractors or employees Milestone 4 – Profitability, Classification, and Delivery Logic • Case / engagement ID flow into a QuickBooks Online project field • Class / department mapping where appropriate • Product and service mapping refinement • Invoice delivery / emailing logic if included in the final design • Any related workflow needed to support cleaner engagement-level profitability reporting Milestone 5 – Payroll / Time Tracking / Contractor Payment Integration This phase is very important and needs to be approached carefully. TrackOps has a time tracking feature that captures hours by worker. I need the contractor to determine the maximum extent to which TrackOps time can be pushed into QuickBooks Online payroll-related workflows and records. I understand that QuickBooks Online does not permit outside developers to fully automate the final payroll run itself. I am not expecting a fully hands-off payroll run if Intuit’s restrictions do not allow it. However, I do expect this portion of the project to be taken as far as it can reasonably go. The goal of this phase is to automate as much of the payroll preparation workflow as possible, including where feasible: • TrackOps time flowing into QuickBooks Online payroll-related records, hours, or staging data • Worker-level time mapping by employee and/or contractor • Support for hourly payroll workflows to the maximum extent QuickBooks Online allows • Any feasible employee / contractor sync elements between TrackOps and QuickBooks Online • Any feasible support for workers compensation code mapping • Any feasible support for contractor / 1099 payment workflows • Clear identification of what can be automated versus what must remain manual due to Intuit limitations The final payroll run inside QuickBooks Online may remain a manual step, but the integration should be designed so that payroll preparation is automated as far as QuickBooks allows. I also want test runs performed during this phase so the payroll-related functionality can be verified. If something is not possible because of Intuit restrictions, I want that documented clearly, along with the maximum automatable portion and the manual procedure required to complete the payroll process. I do not want anyone overpromising payroll automation that QuickBooks Online will not allow. I do want this portion of the build pushed as far as it can reasonably go and verified with testing. Milestone 6 – Replication to PI and RA Once the Executive Protection build is functioning correctly, replicate the completed build to: • Megalodon Private Investigations Firm, PLLC • Megalodon Regulatory Advisory Firm, PLLC This includes: • adjusting services, accounts, and workflow logic as needed for each entity • maintaining full isolation of data and workflows between all three businesses • validating that each replicated build functions correctly in its own environment Milestone 7 – Testing, Error Handling, Documentation, and Handoff • End-to-end testing across all scenarios • Error handling and failure alerts so issues do not silently fail • Written documentation / runbook • Loom walkthrough or live walkthrough of the final system • Explanation of how to maintain the system and understand failures • Final handoff only after the system is functioning and verified ________________________________________ Required Skills / Experience Please do not apply unless you have real experience with the following: • Make.com automation builds • QuickBooks Online integrations • Accounting-aware workflow design, not just general automation • Invoices, payments, retainers, reimbursements, credits/refunds • Multi-step field mapping and debugging • API/webhook-based integration work • Multi-company / multi-account workflow organization Strong preference if you have experience with: • service businesses • legal / investigations / field services / case management style workflows • profitability / project / class tracking in QBO • payroll-related QBO integration limitations ________________________________________ Deliverables I expect the contractor to deliver working functionality, not just recommendations. That means: • functioning Make scenarios in my environment • correct mapping and accounting treatment • testing and proof of function • clear documentation of what was built, what is partially automated, and what remains manual due to platform limitations • professional communication throughout the project ________________________________________ Critical Milestone Verification Requirement This is extremely important. No milestone will be considered complete until the contractor demonstrates the work live and I verify that the milestone deliverables are functioning in my actual environment. For each milestone, I will require: 1. A live walkthrough / demonstration of the functionality 2. Proof of the actual Make scenarios and workflow logic 3. Proof that the workflow works in my environment 4. My confirmation that the milestone deliverables for that milestone have been satisfied Milestone payment will only be released after verification and acceptance. If you are uncomfortable with that, please do not apply. ________________________________________ Communication Expectations I value direct, professional communication. I do not need constant meetings, but I do need: • acknowledgment of questions • status updates when something is blocked • honesty if something is not possible • no disappearing • no vague milestone claims without proof If there is a technical limitation, I want it surfaced early and clearly. ________________________________________ Prior Contractor Experience / Expectations Going Forward I want to be transparent about why I am being very specific about communication and milestone verification. I have already had two unsuccessful contractor attempts on this project. In one case, the contractor struggled to communicate clearly and directly about the work. I made multiple requests during the engagement that every question I asked be answered clearly, directly, and in a timely manner. Even after I raised that issue more than once, I still was not getting clear answers to straightforward questions about project status, functionality, and next steps. Because communication and responsiveness are essential on a project like this, I ended that engagement. In another case, a contractor submitted a milestone payment request claiming a milestone was complete, but when I attempted to verify the work through a live walkthrough and demonstration, the contractor could not clearly demonstrate that the functionality had actually been built and working in my environment. That engagement was also terminated. I am not including this to be dramatic or difficult. I am including it so expectations are completely clear from the beginning. For this project, I need a contractor who can do all of the following consistently: • answer questions clearly, directly, and in a timely manner • communicate honestly about what is done, what is not done, and what is blocked • demonstrate completed work live before requesting milestone payment • surface technical limitations early instead of overpromising or avoiding direct answers If your communication style is vague, delayed, or indirect, or if you are not comfortable demonstrating completed work before requesting payment, then this project is probably not a good fit. ________________________________________ Proposal Instructions If you apply, please include the following: 1. A short explanation of your experience with Make.com and QuickBooks Online integrations 2. Your recommended milestone pricing for the milestone structure above ________________________________________ Budget / Engagement Structure I am open to fixed-price milestone proposals for the full project. I prefer to structure the engagement in multiple milestones rather than one large payment. I am open to contractors proposing their own pricing by milestone, but I want the proposal structured around the milestone framework above or a clearly justified alternative.