# Zapier & AI Automation Specialist for Growing Coffee Catering Company ## Overview Pretty Good Coffee Company is a premium mobile coffee catering company based in Raleigh, NC. We serve corporate events, employee appreciation events, universities, weddings, brand activations, and private events throughout North Carolina. We're looking for an experienced automation specialist to help us build practical systems using Zapier, AI tools, Gmail, and our existing software stack. Our goal is not simply to automate tasks. We want to create systems that improve client experience, increase sales conversion, reduce administrative workload, and help us scale operations without sacrificing hospitality. ## Primary Project: Quote Follow-Up Automation Our highest priority is building an automated quote follow-up system. Current workflow: * Lead submits inquiry * Quote is created and sent through booking platform * Follow-up is currently handled manually Desired workflow: * Detect when a quote is sent * Extract relevant quote details * Use AI (Google AI Studio/Gemini) to generate personalized follow-up emails * Create Gmail drafts (not auto-send) * Trigger additional follow-ups after specific time periods * Maintain a natural, human, hospitality-focused tone We have already begun building this workflow but need an expert to finish and optimize it. ## Future Automation Opportunities After the initial project, we'd like help building additional automations such as: ### Sales * Lead response automation * Quote follow-up sequences * Lead scoring and prioritization * Client re-engagement campaigns * CRM updates and pipeline tracking ### Operations * Automatic event briefs * Staff communication workflows * Event assignment notifications * Calendar and scheduling automations * Inventory forecasting ### Marketing * Review request automation * Testimonial collection * Client nurture campaigns * Social media/content workflows * Monthly reporting dashboards ### Executive Reporting * Weekly business summaries * Lead tracking * Conversion reporting * Revenue dashboards * Operational KPI reporting ## Current Tech Stack * Flashquotes * Zapier * Gmail / Google Workspace * Google AI Studio (Gemini) * Google Sheets * Google Drive Additional platform recommendations are welcome if they simplify operations. ## What We're Looking For * Strong Zapier experience * Experience with AI integrations (Gemini, OpenAI, Claude, etc.) * Experience troubleshooting API and webhook workflows * Ability to think through business processes, not just build automations * Clear communication and documentation * Ability to recommend simpler solutions when appropriate ## To Apply Please include: 1. Examples of similar automation projects you've built. 2. Your approach to quote follow-up and sales automation. 3. Your preferred hourly rate or fixed-price estimate for the initial project. 4. Any recommendations you would make based on the information above. We're looking for a long-term automation partner, not just a one-time freelancer.

We are seeking an experienced Workflow Automation Specialist to design and implement a scalable email automation system that streamlines the processing of inbound requests and outbound communications for Data Subject Rights Requests. Our team currently handles a moderate-to-high volume of incoming emails from multiple sources. Much of the workflow involves repetitive administrative tasks, including reviewing emails, extracting key information, manually logging data, and sending standardized responses. We are looking for a consultant/developer who can evaluate our existing process (combination of GMail & Monday.com), recommend the best tech to use, and build a solution that significantly reduces manual effort while maintaining accuracy, visibility, and auditability (this is key!). Full job & project details in the attached PDF

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.

Texas Roof Advisor is hiring a Meta (Facebook & Instagram) Ads Manager to generate quality roofing leads. Requirements • Proven Meta Ads experience • GoHighLevel experience is required • Leads must flow directly into our GoHighLevel CRM • Instant text notifications to my cell phone for every new lead • Able to start today Compensation Paid position $25 USD starting bonus Performance bonuses available Long-term opportunity for the right person. To apply, start your proposal with: “I’ve scaled Meta Ads.” Then send your experience, results, and examples of accounts you’ve managed. Only apply if you’re confident you can build, manage, and optimize campaigns from day one.

About Us We're a growing psychiatry and specialty mental health practice based in Burbank, CA offering medication management, TMS, and Spravato (esketamine) treatment. We run active Google Ads and Meta campaigns and use GoHighLevel as our CRM and lead pipeline. What We Need We're looking for an experienced marketing operator who lives inside GoHighLevel and knows paid advertising — someone who can fix our attribution, clean up our lead pipeline, and manage ongoing campaigns with accountability to real numbers. Primary scope: Audit and fix our Google Ads → GoHighLevel attribution (UTM parameters, field mapping, campaign name display in CRM) Set up proper UTM naming conventions across all paid campaigns so leads are tracked accurately by source, campaign, and ad group Manage and optimize Google Ads campaigns (Search, LSA) Manage Meta Ads campaigns with awareness of healthcare advertising policies Build and maintain GHL pipelines, automations, and lead workflows Provide weekly reporting on CPL, lead volume, and pipeline activity by campaign You're a Strong Fit If You: Have 2+ years of hands-on GoHighLevel experience (pipelines, workflows, forms, automations — not just basic CRM use) Have managed Google Ads accounts with $20K+/month in spend Understand UTM architecture and how to pass attribution data cleanly through landing pages into a CRM Have worked with healthcare, medical, or wellness clients (behavioral health experience is a major plus) Are familiar with Meta's restrictions on healthcare and behavioral health advertising Communicate clearly and proactively — you flag issues before they become problems Nice to Have: Experience with DrChrono or other medical EHRs Familiarity with HIPAA-compliant marketing practices Google Ads certified To Apply, Please Include: A brief description of a GHL build or integration you're proud of — what was the problem, what did you set up, what was the result One example of fixing a broken attribution or UTM tracking issue

No-Code Application & Enrollment System Funnel Setup (Squarespace) Project Budget: $600 USD total
Payment Terms: 50% ($300) upfront, 50% ($300) upon successful completion and testing. Final payment will be released after all deliverables have been completed, tested, transferred to my ownership, and written confirmation of deletion has been provided.
 Project Timeline: Work may begin immediately. Final project delivery, testing, and handoff are due July 21, 2026.
Location: U.S.-based freelancers only.
 Confidentiality: Signed NDA required before work begins. All intellectual property, workflows, assets, and deliverables created as part of this project will be the exclusive property of my company. Project Overview I am looking for an experienced no-code automation specialist to build a polished application and enrollment workflow for a paid cohort program, fully integrated into my existing Squarespace website. The system should be reliable, easy for me to manage, and require no custom coding. Scope of Work The completed system should include: A branded online application form with custom application questions (applicants apply before making payment). A central database to organize all applicants. A simple review process where I can mark applicants as Accepted, Rejected, or Waitlisted. You will work alongside my designer, who will provide the visual direction and ensure the application experience feels warm, welcoming, and engaging. Your role is to implement the technical workflow while collaborating to ensure the final experience functions seamlessly. Automated email workflows based on my decision: Accepted: Congratulations email with a Stripe payment link. Rejected: Warm, professional email encouraging applicants to apply again in the future. Waitlisted: Waitlist notification email. After payment is successfully received through Stripe, applicants automatically receive a welcome email with program start details and next steps. Integration with Squarespace and Stripe so payments are deposited directly into my account. Preferred Technology Squarespace Airtable Stripe Additional Requirements My current website is built on Squarespace. All forms, automations, and integrations must align visually with my existing brand and provide a seamless user experience. Marketing assets, branding materials, logos, copy, and other resources will be provided as needed throughout the project. The application page must be accessible through a simple URL so partner organizations (such as large institutions) can link directly to it from their websites. No integration is required on their end—they only need to place a button or hyperlink to the application page. All workflows must be fully tested before project completion. Please provide basic documentation or a short walkthrough showing how to review applicants and manage the system. Because project materials contain confidential intellectual property, all files, assets, and project materials must be permanently deleted from your systems upon completion of the project. Written confirmation of deletion is required before final payment is released. Qualifications Please apply only if you have experience building: No-code application or admissions workflows Airtable automations Zapier or Make integrations Squarespace integrations Stripe payment workflows When applying, please include: Examples of similar projects you've completed. Your estimated timeline. Confirmation that you are U.S.-based. Confirmation that you are willing to sign an NDA before work begins. Confirmation that you agree to delete all project materials upon completion and provide written confirmation of deletion.

We are a small estate planning law firm in Texas looking for a Lawcus CRM + Zapier/Make consultant to help with a controlled workflow cleanup and implementation project. We already have internal project-management support and a draft cleanup framework. We are not looking for a general operations consultant or someone to redesign everything from scratch. We are looking for someone with CRM automation experience who can help verify what is currently live, troubleshoot Lawcus/Zapier/Make issues, and execute narrow approved technical tasks. This is a law firm environment, so confidentiality and careful change control are very important. Initial Project The initial engagement will be a small paid test project of approximately three to five hours. The goal of the test project is to review one limited part of our Lawcus/Zapier setup, identify what is live, flag risks or issues, and recommend or complete only approved changes. Possible systems involved include: * Lawcus CRM; * Zapier or Make; * DecisionVault; * OpenPhone; * Google Drive; * Dropbox Sign; * ClickUp; * scheduling tools; * Missive or Gmail. Initial work may include: 1. Reviewing our existing Lawcus Inventory Sheet and Matter Hygiene/Cleanup Handoff; 2. Verifying selected items against the live Lawcus setup; 3. Identifying which stages, task templates, automations, fields, tags, and integrations are currently live; 4. Flagging anything outdated, duplicative, unclear, risky, or dependent on a former team member; 5. Reviewing Lawcus/Zapier/Make automations for reliability or broken connections; 6. Helping implement only specific approved changes; 7. Documenting all changes made; 8. Providing a short written summary and, if helpful, a Loom/video walkthrough. What This Project Is Not This is not: * a broad operations role; * client communication; * legal judgment; * a full CRM rebuild; * bulk editing without approval; * deleting or changing live automations without approval; * independent decision-making about client matters. No broad live changes should be made without written approval. Required Experience Please apply only if you have experience with at least some of the following: * Lawcus CRM; * Zapier or Make; * CRM pipeline/stage cleanup; * workflow automation mapping; * law firm CRMs or professional-services CRMs; * intake workflows; * task/template cleanup; * Google Sheets or Excel-based audit tracking; * clear documentation of system changes. Lawcus experience is strongly preferred. If you do not have Lawcus experience but have strong CRM + Zapier/Make experience, please explain why your experience transfers well. Ideal Candidate The ideal person is: * detail-oriented; * careful with confidential information; * comfortable documenting every change; * willing to work from an existing plan; * able to say “this needs approval before changing”; * not someone who makes broad changes first and explains later; * good at translating messy CRM workflows into clear technical next steps. Budget / Structure This will be hourly. I would like to start with a small paid test project capped at three to five hours unless additional time is approved in writing. If the test project goes well, there may be additional implementation work. Questions for Applicants Please answer these in your proposal: 1. Have you worked directly in Lawcus before? If yes, what did you do? 2. Have you built or reviewed Zapier/Make automations connected to a CRM? 3. Have you worked with a law firm or another confidential professional-services business? 4. How would you approach this project without making risky live changes? 5. What would you want to review first: pipelines, task templates, automations, fields/tags, or integrations? Why? 6. Are you comfortable documenting every change and providing a short written summary or Loom walkthrough? 7. What is your hourly rate, and how many hours would you suggest for an initial review/test project? Deliverable for Initial Test Project At the end of the initial project, I want: * a verified list of what is currently live in the selected Lawcus/Zapier workflow; * recommended keep/revise/delete/defer items; * a list of risks or unknowns; * a list of changes made, if any; * a list of changes that require approval before implementation; * and a recommended next implementation step.

We are seeking a skilled freelancer to create and manage Zapier zaps and automations for our construction company. The ideal candidate will have experience with QuickBooks Online and JobTread, and be able to streamline our workflows by automating tasks. Responsibilities include setting up new zaps, troubleshooting existing ones, and optimizing automation processes to enhance efficiency. If you have a strong understanding of construction-related workflows and can effectively use Zapier to improve our operations, we would love to hear from you.

I'm an AI automation expert with a growing roster of clients, and I'm bringing on a skilled freelancer to help handle the smaller projects so I can keep up with demand. This isn't a new or one-off operation. I work with many clients already, and bring on new ones every week. I'm looking for someone reliable I can hand work to consistently, not just for a single project. You should be comfortable building AI automations independently and delivering clean, working solutions for client-facing work. To apply, please: - Send a short Loom introducing yourself - Share examples of your previous automation work I review every application personally, so a quick, genuine intro goes a long way. If we're a good fit, there's steady, ongoing work here.