We run marketing operations for a portfolio of home-services brands (lawn care and pest control), each on its own GoHighLevel sub-account. We've just locked a standardized "master build" (pipelines, tags, custom fields, custom values, workflows) and cleaned the first brand's account to spec. We now need an experienced GHL builder to help push that first account over the finish line and then replicate the standard across the remaining brands. You'll work alongside an existing team (a technical reviewer and a scripted/API operator who handles bulk tag/field/value changes). Your lane is the GHL UI build work the API can't do: building, editing, publishing, pausing, and QA-ing workflows. The single most important rule These are live accounts with tens of thousands of real customer contacts. Nothing you build gets published or enabled without review, and nothing goes live that could send email or SMS to a customer base by mistake. Everything is built in draft and reviewed before it is switched on. No workflow is enabled, no bulk action is taken, and no trigger is added that could enroll or message large contact segments until it has been explicitly signed off. You understand how tag-add / tag-remove triggers can accidentally mass-enroll contacts, and you build defensively to prevent it. If you're the kind of builder who "just turns it on to test," this is not the role. Immediate goals (today / tomorrow) On the first brand's account, to definition-of-done, all built in draft and queued for review: Publish the core sales workflows (New Lead sequence, Contacted, Appointment Scheduled, Lost) repointed to the standardized custom values. Build the sales-assignment workflow: new leads routed to a default rep (with a clear path to switch to round-robin later), plus a task + escalation if untouched within a set time. Turn on the two internal lead-notification workflows (web-form and paid-social leads) that are already built but currently off, after confirming they only notify staff. Publish/finish the missed-call-text-back and appointment confirmation/reminder workflows. Publish the AI voice (Goodcall) workflows and wire their routing using the pre-built tag/field set. Pause (do NOT delete) roughly 50 legacy duplicate workflow drafts, per a provided list. Each item is handed to our reviewer before it goes live. Expect to work an in-account punch list and a shared tracker. Ongoing (after the pilot) Replicate the proven build into a clean master sub-account, then roll it out brand-by-brand. Maintain the standard as we onboard new brands. Required experience 2+ years hands-on building in GoHighLevel / HighLevel (agency or multi-location sub-accounts). Deep command of Workflows: triggers, wait steps, if/else, tag and pipeline automation, opportunity vs contact fields, custom values. Proven experience working in live accounts with large contact databases without incident. Comfortable with pipelines, custom fields/values, tags, calendars, and A2P/SMS considerations. Clear written communication and disciplined use of a task tracker. Nice to have Experience with Goodcall or another AI voice agent, DeepLawn or instant-quote tools, and Real Green or similar field-service CRMs. Snapshot creation and multi-account rollout experience. Home-services vertical familiarity (lawn, pest, HVAC, etc.). How we work Draft-first, review-gated. A reviewer signs off before anything is enabled. Daily check-ins and a shared tracker; you mark items "ready for review," not "done/live." We move fast but never at the cost of an accidental send. To apply, answer these Walk me through exactly how you would re-tag or migrate contacts across a live 18,000-contact account without triggering any workflow or sending any message. What specifically do you check first? Describe a multi-brand GHL rollout you've done. How did you keep builds consistent across accounts? Your availability in the next 48 hours (hours and timezone). One sentence: what's the fastest way to accidentally blast a whole customer list in GHL, and how do you prevent it?

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.

# 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.

Drizzle Digital is a boutique digital marketing agency seeking an experienced HubSpot consultant to help optimize and configure our existing HubSpot instance. We are already actively using HubSpot and have our core data in place, but we need an expert to help us improve our setup, streamline processes, and build a stronger foundation for sales and marketing growth. What We Need HubSpot CRM & Pipeline Configuration Audit our current HubSpot setup Review and optimize deal pipelines Improve lifecycle stages and lead management Configure properties, views, and reporting Create scalable processes for our growing agency Sales Hub Setup Optimize sales workflows and automation Configure deal stages and sales processes Improve task management and follow-up systems Establish best practices for pipeline management Recommend improvements for sales visibility and forecasting Email Marketing Configuration Review and improve email setup Configure templates and automation where appropriate Improve contact segmentation and list management Ensure alignment between sales and marketing activities Strategy & Consulting Identify gaps, inefficiencies, and opportunities Recommend best practices based on agency and professional services experience Provide guidance on scaling HubSpot as we grow Help us establish clean processes and governance Ideal Experience 2+ years HubSpot implementation and consulting experience HubSpot certifications preferred Experience with agencies, professional services firms, or B2B businesses Strong understanding of CRM architecture, sales operations, and marketing automation Ability to provide strategic recommendations, not just technical execution Please include: A brief overview of your HubSpot experience Relevant certifications Examples of similar HubSpot optimization projects Your hourly rate Your availability over the next 30 days We're looking for a partner who can help us get more value from HubSpot, improve sales processes, and create a scalable system that supports future growth. The ideal candidate will be both strategic and tactical — able to guide our setup as well as implement the changes.

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

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.

We are seeking a HubSpot Marketing Hub and contact list expert who is available to receive assignments in contact list clean-up, form creation, email creation, but most importantly, workflow savvy. Not just someone who can build workflows but can be given a vision for automation and execute in the best way possible. Additional HubSpot/marketing software support may be needed periodically, so share the other marketing tools you're fluent in and can support to meet our agency's needs.

We are seeking an experienced Pardot Marketing Automation Specialist to support the design, optimization, and ongoing management of our Salesforce Account Engagement (Pardot) instance. This role is responsible for building scalable lead management processes, ensuring data integrity between Pardot and Salesforce, and developing marketing automation programs that improve lead quality and conversion. Key Responsibilities Lead Scoring & Grading * Build, maintain, and optimize Pardot lead scoring models based on prospect engagement and behavior. * Configure and refine profile grading criteria aligned with ideal customer profiles. * Develop scoring thresholds that support marketing qualification and sales handoff. * Monitor scoring performance and recommend ongoing improvements. Lead Source Tracking * Design and maintain UTM tracking standards across marketing campaigns. * Configure source attribution within Pardot and Salesforce. * Ensure accurate mapping of lead sources from first touch through opportunity creation. * Troubleshoot attribution and campaign tracking issues. Campaign Architecture * Develop and maintain a scalable campaign structure within Pardot and Salesforce. * Establish and enforce naming conventions, folder organization, and campaign hierarchy. * Configure and manage Connected Campaigns. * Maintain campaign governance and documentation. Pardot & Salesforce Administration * Manage the Pardot-Salesforce connector and synchronization processes. * Configure and maintain field mappings between platforms. * Understand record creation, sync behavior, and automation dependencies. * Troubleshoot sync errors and data integrity issues. Engagement Studio * Build, test, and optimize Engagement Studio nurture programs. * Design automated nurture journeys triggered by lead behavior and scoring thresholds. * Audit existing nurture programs for performance, efficiency, and best practices. * Recommend improvements based on campaign analytics and business objectives. Qualifications * 3+ years of hands-on experience with Salesforce Account Engagement (Pardot). * Strong understanding of Salesforce CRM and Pardot integration. * Experience implementing lead scoring, grading, and marketing automation best practices. * Knowledge of UTM parameters, campaign attribution, and marketing analytics. * Experience building and managing Engagement Studio programs. * Strong attention to detail with excellent troubleshooting and documentation skills. * Ability to collaborate with marketing, sales, and RevOps teams. Preferred Qualifications * Salesforce Account Engagement (Pardot) Specialist certification. * Salesforce Administrator certification. * Experience with B2B SaaS organizations. * Familiarity with marketing operations, revenue operations, and demand generation best practices.

We are looking for a workflow automation specialist to help improve our CRM and lead management processes using HubSpot and Zapier. The ideal candidate should have hands-on experience building reliable automation workflows, connecting business tools, and simplifying repetitive operational tasks. You should be comfortable reviewing current processes, identifying opportunities for improvement, and creating automations that help manage leads, follow-ups, notifications, and internal operations more efficiently. We are looking for someone who can work independently, communicate clearly, and deliver clean, well-tested workflows. Responsibilities Build and optimize Zapier workflows Configure HubSpot CRM automations Automate lead routing, follow-ups, and notifications Connect HubSpot with other business tools Test workflows and troubleshoot issues Provide simple documentation or handoff notes

BLW company is looking for a CRM expert who can build internal CRM system for our business. Currently we don't have own CRM system this is why we're looking for someone. You must have solid experience, at least 3 portfolio done in last 90 days. If you don't have, we'll pass.