About Us We're a U.S.-based B2B technology services company (low-voltage / network infrastructure integrator — Wi-Fi, structured cabling, AV, DAS, managed services). We're scaling and need to formalize our sales commission system in HubSpot Enterprise. Important: The architecture is already fully designed. We have a 40-page developer-grade build specification (v3.1) ready to hand off after contract signing + NDA. You're executing against a spec, not designing one. If you prefer greenfield architecture work, this isn't the right gig. What's Being Built A three-object commission tracking system: 1. Deal (existing) — sales-side commission setup at quote stage 2. Project (existing) — execution-side tracking 3. Commission Record (new custom object) — individual commission events with associations to both Deal and Project Concrete Scope - ~48 new properties across the three objects (15 on Deal, ~33 on Project, 21 on the new Commission Record object) - 8 new HubSpot workflows (1 existing workflow stays untouched — you'll extend, not modify) - 5 calculated properties with specific formulas defined in the spec - A bidirectional sync pattern (Project execution data mirrors back to Deal as read-only fields) - 16 reports across 4 role-based dashboards (Sales Rep, Finance/Owner, Quote Accuracy, Sales Engineer) - 7 written test scenarios with expected outcomes Workflows Include - Lock commission baseline at Closed-Won (Deal → Project sync) - Mirror-back execution data (Project → Deal) - Commission Record creation at invoice events (with native Deal Splits handling — Operations Hub Custom Code required) - Variance check + branching at final invoice - Quote Review resolution (4 outcome branches) - Scheduled annual ARR renewal workflow - SE technical close spiff workflow - Clawback workflow for unpaid invoices Must-Have Experience - HubSpot Enterprise — Sales Hub + Operations Hub. Do not apply if you have not worked in Enterprise tier with custom objects. - Custom Object creation and configuration — properties, associations (primary/secondary), pipelines, field-level permissions - HubSpot Workflows with branching logic, scheduled triggers, multi-object enrollment, re-enrollment configuration - Operations Hub Custom Code Actions (JavaScript) — needed to iterate native Deal Splits and create N commission records per split. This is non-negotiable. - HubSpot Calculated Properties including handling nested conditional logic limitations - HubSpot Reports & Dashboards — custom report builder, multi-object reports - Native HubSpot Deal Splits feature Nice-to-Have - QuickBooks Online + HubSpot integration experience (Phase 2 work, August 2026 — separate contract if mutual fit) - Sales operations or commission accounting domain knowledge - B2B services industry context What We Provide - Full 40-page build specification post-contract (covers property inventory, workflow specs with triggers/filters/actions/branches, pipeline-specific logic for 5 delivery pipelines, calculated property formulas, 7 test scenarios, phased implementation sequence) - Existing foundation: 21 commission-related Deal properties already built and validated - Super Admin HubSpot access for the build - Direct access to operator (single decision-maker, no committee) — questions answered within 24 hours - Pre-validated technical decisions on 8 open architecture items Communication Expectations - Daily async standup (teams or email — your preference) - Weekly 30-minute video demo to operator - Architectural questions logged in shared doc

We’re looking for a full-time Remote Sales Administrative Assistant to support our Senior Sales Agent Monday–Friday, 8AM–5PM EST. This role includes managing inboxes and calendars, responding to inbound leads (via phone and email), updating CRM records in HubSpot, researching and nurturing prospect accounts, scheduling meetings, and assisting with sales proposals, contracts, and outreach campaigns. The ideal candidate is highly organized, tech-savvy, proactive, and comfortable handling multiple tasks while communicating professionally with clients and the sales team. You should be confident on phone calls, video meetings & emails and have no issues with appointment setting (by phone or email). Experience with Sales & Appointment Setting is a huge plus. Experience with Hubspot is also a huge plus. Must have a reliable laptop capable of handling multiple software platforms simultaneously (Windows or Mac required- Chromebooks not supported)

TaxDome Specialist — Audits, Client Support & Workflow Builds (Ongoing) We're a consulting firm that helps accounting and tax practices get the most out of TaxDome — better pipelines, real automation, and teams that actually use the system. We're growing and looking for a TaxDome specialist to join us on an ongoing basis. What you'll do: Run system audits - Review a prospective client's TaxDome account against our 7-point scorecard (pipelines, automations, client experience, team adoption, CRM hygiene, templates, billing) and join or lead 30-minute audit calls with firm owners. Support retainer clients each month - Handle build and edit requests inside client accounts: pipeline changes, automation setup, email/organizer/task templates, and configuration fixes. Track TaxDome releases - Read every TaxDome update and changelog, write a short plain-English summary of what changed, and flag which clients should adopt which features. Host weekly office hours - Lead a recurring live call (video, screen-share) where client staff bring their TaxDome questions and you answer them on the spot. Respond to support requests -Answer client questions via email within our 4-business-hour response window during US business hours. You're a fit if you: Have real, hands-on TaxDome experience — you've built pipelines and automations, not just used the portal as an end user. Experience inside an accounting or tax firm is a big plus. Understand US tax practice workflows (1040s, business returns, organizers, e-signatures, engagement letters) well enough to talk shop with firm owners. Are confident on camera with strong spoken and written English — you'll be client-facing on live calls, not just behind a ticket queue. Are available for a consistent block of US business hours (we're Central time) for office hours and support coverage. Are organized and self-directed — you'll manage multiple client accounts and we'll trust you to keep them straight. Treat confidentiality seriously. You'll have access to accounting firms' client data; an NDA is required and discretion is non-negotiable. Engagement details: Starting at approximately [10–20] hours/week, with room to grow into a larger role as we add retainer clients. Hourly to start, with a 2–4 week paid trial period. Long-term, this could become a fixed monthly arrangement for the right person. You'll work from our playbooks (audit scorecard, SOP templates) — we're not asking you to invent the service, just deliver it excellently. To apply, please include: A short description of the most complex TaxDome workflow or automation you've personally built (what problem it solved, roughly how it worked). How long you've worked in TaxDome and in what context (your own firm, a client's firm, as a consultant). Your availability in US Central time. Start your proposal with the word "PIPELINE" so we know you read the full post. We'll shortlist quickly, do a short video interview, then a paid test task: a mini-audit of a sandbox TaxDome account using our scorecard.

I am launching a new open library member subscription service. My physical storefront runs on Shopify, and my digital membership delivery/access portal runs on Kajabi. I already have an existing database of 7,200 retail subscribers sitting cleanly inside Shopify. I need an experienced ActiveCampaign expert to build my foundational email marketing setup, connect my platforms, and organize my data so that my retail business and membership service can scale smoothly together without data overlap. Key Responsibilities & Deliverables: • Platform Integration: Connect ActiveCampaign natively to my Shopify store and execute a historical sync of my 7,200 existing contacts. • Membership Sync: Connect Kajabi to ActiveCampaign (via Webhooks, native API, or Zapier) to pass and map real-time member data. • Profile Tagging & Architecture: Set up custom tags and fields to cleanly separate contacts into distinct buckets: Store Customers, Active Library Members, and Cancelled/Churned Members. • Automation Build: Configure two core automated workflows: (1) A multi-step Welcome & Onboarding Series for new library members, and (2) A standard Shopify Abandoned Cart recovery sequence. • Quality Testing: Run end-to-end live checkout tests to verify that tags update properly, emails trigger instantly, and no duplicate customer profiles are created. • Requirements: • Proven experience setting up ActiveCampaign Deep Data integrations for Shopify. • Direct experience mapping Kajabi offer states (Granted, Paused, Revoked) to ActiveCampaign fields. • Strong understanding of segment exclusion rules (ensuring active members don't receive standard retail sales pitch emails). • Note: I will provide all email copy/text; you are solely responsible for the technical setup, data logic, and workflow infrastructure. Project Type: One-time project Budget: $500 (Flat-Rate, Milestone-Based) Application Question (Please answer in your proposal): Please briefly outline how you normally handle syncing Kajabi membership status (Active vs. Cancelled) back into ActiveCampaign profile fields. Do you prefer native hooks, custom webhooks, or Zapier, and why?

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

Database integration from Keller Williams Command to Klaviyo (I can help with this) Campaign set up Database, lists and segmentation help as a start up I have a niche market idea (college athletics, one of my spheres in real estate) and need some help with messaging and communication This initial work could turn into longer-term but I need launch help currently If real estate is launched and done well, I may have a t-shirt company with Shopify that I could use help (www.grgtees.com) Job title: Klaviyo Specialist for real estate business in Illinois Project description: We’re looking for an experienced Klaviyo expert to build a marketing plan for a real estate business. Our brokerage is Keller Williams ONEChicago and we live in Chicagoland but service nation-wide. We’re a new, full-time realtor but have been in the relationship business for 40 years (broker was in college athletics for 30 years and a coach and fundraiser). Our project currently is to intergate KW Command database into Klaviyo, establish lists & segments, and design and launch a few campaigns (the first campaign is prepped and ready but needs help and we want to launch by June 22) with 3-4 other campaigns to follow within the next four (4) weeks. If you have experience creating marketing campaigns within Klaviyo, please share examples of similar work, a short note about your interest, and any thoughts or questions you have.

Seeking an expert on Go High Level to assist with reporting capabilities for an initial 1-hour session. The goal is to understand and utilize the reporting features effectively. Depending on the outcome, there may be a need for further collaboration. Ideal candidates will have a strong grasp of Go High Level's reporting tools and be able to provide clear guidance.

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 someone who is an expert at Salesmate CRM. Must have verified experience in setting up workflows and automations. This will be for the real estate industry. The ideal candidate will have a strong understanding of CRM systems and be able to optimize processes for efficiency.

Sia Experience is the full-service creative agency within Sia. In the SiaX-Creative business line, we combine creative, CX, marketing, and deep AI expertise with industry leading knowledge to deliver impactful, growth-focused solutions for our clients. By bringing together agencies known for creating standout work for leading brands, SiaX is a premier player in the creative and digital agency space—pairing the speed, creativity, and independence of top boutique shops with the reach and resources of a global network. At SiaX we’re nimble, deeply collaborative, and known for delivering high-impact work with lean teams. As strategic partners to our clients, we focus on building brands and delivering growth for clients that are aiming to break through creative barriers and accelerate digital transformation. Job Description Sia Title: Independent Contractor (1099) Project Title: Digital Strategy/CRM Lead Project Length: 6-8 weeks (July-Aug) Project Hours: Est: up to 40 hrs a week (MUST BE AVAILABLE DURING BUSINESS HOURS 9-5PM EST) Fixed Fee Rate Location: New York, NY or Remote We're looking for an experienced digital marketing strategist to provide coverage while we scale our strategy practice and backfill senior capacity. This is a temporary engagement running approximately 6–8 weeks, with some overlap for handoff and context-setting. The right person is comfortable operating across growth marketing, email and SEO — not necessarily as a deep specialist in each, but as a strategic lead who can keep momentum, support our strategists, and hold the standard of work our clients expect. Prior experience with Adobe Analytics, AJO and CJA is helpful in this role. Importantly, this is not a purely supervisory role — we expect our leaders stay close to the work and deliver as an individual contributor alongside the team. What coverage will include: Growth marketing oversight — Serve as a strategic thought partner and quality check for our digital strategy team across several accounts, while also rolling up your sleeves to develop frameworks, shape briefs, and contribute directly to strategy deliverables when the work calls for it. Email marketing oversight — Provide strategic direction across several accounts, shaping new initiatives with clients and translating them into operational plans. This role helps to guide ongoing task prioritization and stays close to the work throughout: reviewing copy, evaluating campaign architecture, and flagging any execution gaps before they reach the client. Includes overseeing and contributing to performance reporting, with the ability to present results and strategic implications directly to clients. SEO leadership — Own strategic oversight on a handful of accounts, including hands-on maintenance of existing roadmaps, audit reviews, and prioritization guidance. You will serve as a translation layer between technical SEO specialists and client and internal teams. This includes contributing to bi-weekly performance reporting — pulling insights, identifying trends, translating data into clear recommendations — and being prepared to walk clients through performance in senior-level conversations. Client-facing presence — Join key meetings as needed, leading senior-level conversations, and being prepared to present work — including performance updates that you've had a direct hand in shaping. Cross-functional coordination — Collaborating actively with Paid Media, Creative, and Account leads to keep integrated workstreams moving — less about managing handoffs, more about being in the room and contributing to decisions. Qualifications -Available to work a full-time short-term contract role on EST hours -Proven experience leading digital strategy across integrated channels including CRM/email, SEO, and growth marketing within agency, consulting, or complex client-service environments -Strong understanding of lifecycle marketing, customer journeys, campaign architecture, and performance-driven digital strategy across enterprise or multi-stakeholder accounts -Hands-on experience reviewing performance data, extracting actionable insights, and translating analytics into strategic recommendations for clients and internal teams -Familiarity with Adobe Analytics, Adobe Journey Optimizer (AJO), and Customer Journey Analytics (CJA); ability to operate comfortably within modern martech and reporting ecosystems Ability to confidently lead senior-level client conversations, present strategic recommendations, and guide workstreams with executive presence and sound judgment -Experience partnering cross-functionally with Paid Media, Creative, Account, and technical teams to keep integrated initiatives moving effectively -Comfortable operating as both a strategic lead and individual contributor — able to step into the work directly, shape deliverables, review outputs, and provide hands-on support where needed -Strong organizational and prioritization skills with the ability to manage multiple workstreams simultaneously in fast-moving environments with minimal oversight