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  • Hourly
  • Expert
  • Est. time: 1 to 3 months, Less than 30 hrs/week

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.

  • Hourly
  • Intermediate
  • Est. time: 1 to 3 months, Less than 30 hrs/week

I am looking for a developer to build an automated email outreach system to pitch my music to independent radio stations. Requirements: Connect a database (Google Sheets or Airtable) to an email API (like Mailgun, Brevo, or Amazon SES). Create a template system that dynamically inserts personalized fields (Station Name, Director Name, Genre). Implement safe-sending protocols, including randomized delays (30-90 seconds) between emails to prevent spam flags. Assist with domain configuration (SPF, DKIM, DMARC) to ensure high inbox deliverability. Preferred Tech: Python or No-Code (Zapier/Make.com).

  • Fixed price
  • Expert
  • Est. budget: $1,500.00

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

  • Hourly
  • Expert
  • Est. time: More than 6 months, 30+ hrs/week

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.

Posted 3 months ago
  • Hourly
  • Expert
  • Est. time: More than 6 months, 30+ hrs/week

We’re a strategic investor relations firm looking to bring on an AI automation specialist to help us build and maintain internal workflows across key deliverables. This is not a one-off project. We’re looking for someone who can work with us ongoing, think in systems, and help us implement a structured AI-driven operating model. We already have a clear roadmap and initial strategy in place. Your role is to help bring it to life. What We’re Building We are focused on three core workflows: 1. AI-Assisted Drafting (Priority) Build Custom GPTs for client deliverables (earnings materials, summaries, etc.) Structure inputs (transcripts, historical materials, models) Standardize outputs (tone, format, consistency) 2. Analyst Consensus Automation Pull data from Excel / SharePoint (NOT third-party APIs) Use Make.com (or similar) to automate workflows Feed structured data into ChatGPT for report generation 3. Fund Profile Workflows (Later Phase) Work with semi-manual datasets (exports from IR platforms) Build hybrid workflows (automation + human input) What We Need From You We are looking for someone who can: Build Custom GPT workflows (not just prompts) Work with Make.com (or similar tools like n8n / Zapier) Integrate with Microsoft 365 (SharePoint, Excel, Outlook) Structure messy workflows into repeatable systems Think critically about data accuracy and validation Build with human-in-the-loop review processes Important Context We work in investor relations → accuracy matters more than speed We are not looking for “full automation” → we want controlled, reliable workflows Many processes today involve manual copy/paste and disconnected tools Goal is to reduce friction and standardize output, not cut corners Engagement Details Type: Ongoing (starting with a pilot project) Initial Focus: Build Phase 1 (AI drafting workflow) Hours: Flexible (will grow over time) Start: ASAP How We’ll Evaluate Candidates We’re less concerned with resumes and more interested in how you think. Please include: Examples of automation workflows you’ve built (especially with GPT + Make/Zapier) A short explanation of how you would: Take a transcript + prior materials → generate a structured draft Tools you prefer and why Nice to Have (Not Required) Experience in finance, IR, or data-heavy environments Experience working with structured Excel models API experience What This Can Turn Into If this goes well, this becomes a long-term role helping us build and maintain our internal AI infrastructure. We’re not looking for a task-doer—we’re looking for someone who can grow with us and own this function over time.

  • Hourly
  • Intermediate
  • Est. time: 3 to 6 months, Less than 30 hrs/week

We are seeking a strategic and data-driven Marketing Automation professional to architect and lead our end-to-end Online Reputation Management (ORM) strategy. This role is crucial for optimizing the Customer Experience (CX) by deploying a fully automated feedback mechanism. The primary objective is to actively manage our online reputation by highlighting positive customer experiences on public platforms (Google, Yelp) while ensuring all critical feedback is prioritized for immediate internal review and service recovery. Success in this role directly impacts brand trust and customer retention. Expertise in the logistics/freight sector, particularly with network-specific review management on platforms like DAT and Truckstop, is a significant advantage. Key Responsibilities Customer Advocacy Funnel Design: Strategically design and deploy high-conversion, trigger-based feedback loops utilizing platforms like Zapier, Make.com, and CRM automation to fuel organic customer growth. Reputation Protection & Service Recovery: Implement feedback collection workflows that encourage customers to share their experiences, while proactively routing any negative feedback into the Service Recovery queue to ensure timely resolution and improve customer satisfaction. Data-Driven CX Integration: Establish robust integrations between operational data (CRM/Quickbase) and marketing automation tools to deliver timely, context-specific review invitations at optimal moments in the customer journey. Niche Market Reputation Leadership: Oversee and develop specialized reputation monitoring and management strategies for critical industry networks, including DAT and Truckstop. Ethical Review Strategy & Compliance: Maintain strict adherence to all major review platform terms of service, ensuring the ethical and compliant operation of all deployed funnels. Required Skills Strategic Marketing Automation Experience: Demonstrated success in leveraging marketing automation to drive measurable business outcomes. Integration & Workflow Mastery: Deep practical expertise in utilizing iPaaS platforms (Zapier, Make.com) and CRM webhooks to build complex, scalable marketing workflows. Customer Journey Optimization: Proficiency in utilizing conditional logic and integrated communication APIs (Twilio, MailChimp) to optimize touchpoints for conversion and feedback solicitation. ORM Campaign Leadership: History of successfully launching and scaling automated ORM campaigns that directly contribute to brand health metrics. Preferred Qualifications Sector expertise in the logistics, freight brokerage, or transportation industry. Proven track record in managing critical broker/carrier reputation on industry platforms (DAT, Truckstop.com).

  • Hourly: $20.00 - $50.00
  • Intermediate
  • Est. time: 1 to 3 months, Less than 30 hrs/week

I’m the owner of a waste paper and scrap commodities brokerage. I need an experienced no-code developer to audit, clean up, and significantly expand my existing Airtable + Softr + DocuPotion system into a professional operations platform. Project Scope: • Review and fix current setup (broken flows, redundancies, etc.) • Build a full trading workflow (Buy/Sell matching, PO/SO, shipments, inventory by grade) • Document generation (Invoices, Packing Lists, Booking Sheets, etc.) • AP/AR, claims, commissions tracking • Professional dashboards and reports • Proper user permissions • Make it clean, scalable, and easy to use Budget: $1,800 – $2,200 fixed price (depending on exact scope and experience) Timeline: Looking for clear milestones and completion within 4–8 weeks. Required Skills: • Strong expertise in Airtable + Softr • Make.com / Zapier automations • DocuPotion or similar document tools • Experience with trading, inventory, or brokerage systems is a big plus Please apply with: • Examples of similar Airtable/Softr projects (especially trading or operations systems) • Your approach and estimated timeline • Any questions about the current setup Serious, professional freelancers only. Prefer someone who communicates clearly and delivers high-quality work.

  • Hourly: $65.00 - $93.00
  • Expert
  • Est. time: 1 to 3 months, Hours to be determined

GoHighLevel & JobNimbus Automation Specialist We are a roofing company looking for an experienced GoHighLevel automation expert to help build and optimize our existing GoHighLevel account. Current Software * GoHighLevel * JobNimbus * Modernize (lead source) * CallRail (currently evaluating whether to keep) * Google Workspace Project Overview We already have GoHighLevel set up with funnels and workflows. This is not a new GoHighLevel implementation. We need someone to build and optimize automations that connect our lead sources, GoHighLevel, and JobNimbus. Desired Workflow * Modernize sends new leads into GoHighLevel. * GoHighLevel handles initial communication (SMS, phone, email, follow-up, automation, pipeline management). * Once an appointment is scheduled, the contact is created or updated in JobNimbus. * JobNimbus becomes the primary system for inspections, sales, and production. * Status changes in JobNimbus (Sold, Lost, Inspection Completed, etc.) automatically update the contact in GoHighLevel. * Certain statuses should trigger long-term follow-up campaigns inside GoHighLevel. Additional Goals * Review our current GoHighLevel setup and recommend improvements. * Build email and SMS drip campaigns. * Help determine whether we should continue using CallRail or consolidate phone functionality into GoHighLevel. * Configure APIs, webhooks, or Make.com integrations as needed. * Ensure contacts stay synchronized without creating duplicates. Required Experience Please only apply if you have experience with: * GoHighLevel * CRM automation * APIs and webhooks * Make.com and/or Zapier * SMS and email automation * Two-way CRM integrations Bonus: Experience with JobNimbus or home service businesses (roofing, HVAC, plumbing, solar, etc.). When applying, please describe a similar GoHighLevel integration or automation project you’ve completed and explain how you approached it. We’re looking for someone we can continue working with as we expand our automations over time.

  • Hourly
  • Intermediate
  • Est. time: 1 to 3 months, Less than 30 hrs/week

We are building a lead generation and follow-up system for a luxury real estate agent in a small-to-mid-sized market. The system will include: Seller Lead Generation Expired listings campaigns Homeowner outreach campaigns Warm database re-engagement Seller-focused lead generation strategies CRM & Automation CRM integrations Lead routing Automated task creation Pipeline management Automated Follow-Up Email sequences SMS sequences Long-term nurture campaigns Lead scoring and segmentation Daily Intelligence & Reporting Automated lead reports Opportunity alerts Prioritized outreach lists Performance reporting Past Client & Referral Nurture Referral generation campaigns Client retention automations Long-term relationship marketing Required Experience Please only apply if you have experience running real estate seller campaigns in small or mid-size markets. When applying, include: • Examples of seller campaigns you have built • Markets you have worked in • Technologies used • Results achieved (appointments, listings, cost per lead, ROI, etc.) • Whether you personally built the automation systems or managed a team Preferred Experience Real estate marketing Seller lead generation Expired listing campaigns CRM automation AI-powered follow-up systems GoHighLevel Zapier Make.com OpenAI integrations Email and SMS automation MLS integrations Please answer the following: What would your implementation approach be? What technology stack would you recommend? What monthly management would be required after launch? What are your estimated costs? What results have you achieved for similar clients? Budget: Open — we are looking for honest estimates based on scope. Timeline: Looking to start within 2 weeks. Please do not submit a generic proposal. We are specifically seeking professionals with demonstrated real estate seller lead generation experience and marketing automation expertise.

  • Hourly: $30.00 - $65.00
  • Intermediate
  • Est. time: Less than 1 month, Less than 30 hrs/week

We are looking for an experienced bookkeeping/accounting specialist to help us connect Stripe with QuickBooks Online for the first time and establish a clean, reliable bookkeeping workflow. Project Overview We currently use Stripe for payment processing and QuickBooks Online for bookkeeping, but the two systems have never been connected. We need help: Setting up the integration properly Establishing accurate bookkeeping workflows Ensuring Stripe payouts, fees, refunds, and deposits reconcile correctly in QuickBooks Online Creating a process that is easy to maintain going forward Evaluating and recommending the best integration tools/apps for our business Responsibilities Review our current Stripe and QuickBooks Online setup Recommend the best integration software or connector tools Set up and configure the integration Map transactions correctly inside QBO Ensure proper handling of: Stripe payouts Processing fees Refunds Transfers Customer payments Reconcile Stripe activity with bank deposits Help avoid duplicate or incorrect entries Provide documentation and bookkeeping best practices for ongoing maintenance Requirements Strong QuickBooks Online experience Experience setting up Stripe + QBO integrations Bookkeeping/accounting background Understanding of payment processor reconciliation Familiarity with common Stripe/QBO connector platforms Attention to detail and organization Preferred Experience with ecommerce or SaaS businesses CPA or professional bookkeeping experience Experience building bookkeeping workflows from scratch Familiarity with tools such as: Acodei Synder Bookkeep Zapier Make.com QuickBooks Connector To Apply Please include: Your experience connecting Stripe with QuickBooks Online Which integration tools/apps you recommend and why Similar bookkeeping projects you’ve completed Your availability and estimated timeline Whether you are a bookkeeper, accountant, or CPA

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