Looking for a person skilled in implementing HighLevel to simplify/organize system, structure lead follow-up, train users and deploy quickly. Thinking of a 7-day sprint. Goal is to implement rapid operational deployment focused on sales lead follow-up and team adoption. Scope includes: • pipeline setup • inbound lead workflow • SMS/email automation • staff onboarding • reporting/dashboard • SOP documentation

We are seeking a specialist to develop and implement a comprehensive email lifecycle strategy. The role involves creating engaging email campaigns, managing email lists, and analyzing campaign performance to optimize results. The ideal candidate will have experience in email marketing and marketing automation, with a strong understanding of customer journey mapping and segmentation.

Overview: We are launching Redthorne LLC, a specialized corporate diagnostics and employee retention consultancy. We have fully designed and built out our website on Wix. We now need a skilled Technical Integrator / Backend Specialist to handle our data architecture, analytics pipelines, and the final domain launch phase. All core copy, legal pages, branding assets, and Wix page designs are 100% complete. We are looking for an expert to bring the technical execution over the finish line. Key Responsibilities & Project Phases: Phase I: -Typeform & Google Data Pipeline- Assessment Build & Logic: Implement our fully mapped-out questionnaire from our master document into Typeform, including complex conditional branching logic (e.g., skip-logic based on defined rule tiers). Wix Embedding: Securely embed the completed Typeform into our dedicated Wix website, ensuring clean container scaling on both desktop and mobile devices. Analytics Integration: Integrate Google Analytics (GA4 / GTM) tracking systems directly into Typeform to accurately measure form drop-offs and completion funnels. Automated Data Routing: Configure backend webhooks or native integrations so that completed Typeform responses are automatically compiled into structured data formats within Google Workspace/Google Sheets for rapid report generation. Phase II: -Domain & Launch- Domain Infrastructure: Connect our purchased domain (Redthorneroots.com) to our live premium Wix site. DNS & Email Routing: Configure all necessary DNS records to support and authenticate our mapped, forward-facing operations email layout. End-to-End Testing: Conduct final, rigorous testing of booking forms, tracking systems, and data pipeline reports prior to pushing the site live. Requirements: Proven experience integrating Typeform with complex conditional logic. Expertise in Google Analytics, GTM, and setting up automated data pipelines to Google Sheets. Strong understanding of DNS configuration and domain mapping. Willingness to sign a strict NDA and Data Processing Addendum (DPA), as you will be handling architecture designed for sensitive corporate data.

Title: GHL Funnel Optimization — Help Convert Leads Into Booked Appointments (Financial Services) We're a Dallas-based retirement planning firm (HavenPoint Retirement Strategies) running lead gen through Facebook lead forms into GoHighLevel (white-labeled as REI Reply). We have a 9-touch follow-up sequence (RVMs, SMS, email, calls) but our lead-to-appointment conversion rate is too low and we need a specialist to fix it. What we need help with: - Audit our existing GHL workflows (we have 9-stage pipeline, custom fields, automations already built) and find leaks/bugs (e.g., duplicate workflow triggers causing double-enrollment) - Optimize sequence timing, messaging, and channel mix (RVM, SMS, email) to drive more booked calls - Review/improve SMS and email copy for compliance (TCPA) and conversion - Set up or troubleshoot integrations (Drop Cowboy/Stratics for RVM, Sendspark for video, calendar booking) - Provide recommendations on appointment-setting best practices specific to financial services / insurance lead gen Ideal candidate: - US-based, strong GHL/CRM experience specifically with financial services or insurance lead gen - Experience with appointment-setting funnels, not just general marketing automation - Familiar with TCPA compliance for SMS/calls - Can work hourly, async-friendly To apply: tell us about a similar funnel you've optimized and what conversion lift you achieved.

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!

Project Overview Building an end-to-end sales pipeline integration. Every prospect tracked from first identification through closed deal. HubSpot CRM is the system of record. Activity from LinkedIn outreach, Sales Navigator, and Microsoft 365 (email + calendar) must flow automatically into HubSpot against the correct contact and deal. Stack to integrate Waalaxy (LinkedIn outreach automation) LinkedIn Sales Navigator HubSpot — currently evaluating Sales Hub Starter; Phase 1 deliverable confirms correct tier Microsoft 365 — email and calendar via Graph API Engagement structure — phased, fixed-price per phase Phase 1 — Discovery & Feasibility (paid, 3–5 business days) Interview us on sales process, current tools, and objectives Deliverable: written feasibility memo stating what's possible, what isn't, required HubSpot tier, and a fixed-price quote for Phases 2–5 We decide whether to proceed. If not, we owe only the Phase 1 fee. Phase 2 — Architecture + one integration working end-to-end in sandbox Phase 3 — Full build, all connectors live in production Phase 4 — Pipeline stages, dashboards, automation rules Phase 5 — Documentation, training, 30-day warranty period Timeline: 2 weeks from kickoff. Phase 1 due within 5 business days of award. Full build and handoff within 10 business days of Phase 1 sign-off. Do not bid if you cannot start within 5 business days of award. Required 3+ years HubSpot development/admin (certified preferred) Shipped integrations with a LinkedIn automation tool (Waalaxy, HeyReach, Lemlist, Dripify, or equivalent) Microsoft Graph / Office 365 integration experience Built end-to-end sales pipelines — not just point integrations Out of scope (for now) Lead enrichment (Clay, Apollo, etc.) AI-based scoring or routing Historical data migration To apply, address in your proposal Worst integration you shipped and what you learned (one sentence) Recommended Waalaxy → HubSpot sync architecture (native, Zapier/Make, or custom — and why) How you'd handle Sales Navigator given LinkedIn has no public API Fixed-price quote for Phase 1 only Order-of-magnitude estimate for Phases 2–5 (final quote delivered in Phase 1 memo) Engagement terms Fixed price per phase, milestone-based payment NDA executed before any environment specifics shared All work-for-hire; IP assigned to client at each milestone Posted under personal account; client identity disclosed post-NDA

We want this PDF to have drop down options and for the final sal price to be automated based on the drop down selections. We want the user to be able to drop down a menu and select the camera model (Which would auto fill the model number and SELLING PRICE), then the user can select the INSTANT SAVINGS from he drop down (These will be fixed increments), then based on these selections the SELLING PRICE AFTER SAVINGS would autofill.

We are looking for an experienced GoHighLevel (GHL) specialist to build a KPI tracking and reporting system for our sales team. Our goal is to gain clear visibility into sales performance, lead management, and team activity through a centralized dashboard that provides actionable insights and improves accountability. The ideal candidate has extensive experience with GHL reporting, custom dashboards, pipelines, automations, opportunities, and integrations. Project Scope You will be responsible for designing, building, and implementing a KPI tracking system inside GoHighLevel that allows leadership to monitor sales performance in real time. KPIs We Need Tracked - Pipeline Performance - Time leads spend in each pipeline stage - Average days from lead creation to contract - Bottlenecks within the sales process - Lead aging reports - Contracts & Revenue - Number of contracts sent - Number of contracts signed - Contract conversion rate - Total dollar amount of signed contracts - Revenue reporting by salesperson - Phone Activity - Total talk time per salesperson - Average talk time per call - Calls made - Calls received - Missed calls - Sales Team Performance - Activities completed by salesperson - Opportunities created - Opportunities won/lost - Close rate - Performance comparisons between team members Deliverables - Fully functioning KPI dashboard inside GHL or a Google Spreadsheet - Automated reporting system - Custom fields and tracking setup as needed - Pipeline stage duration tracking - Contract and revenue tracking implementation - Phone performance reporting - Documentation or walkthrough video explaining the setup - Recommendations for improving KPI visibility and reporting Required Experience Please apply only if you have: - Strong GoHighLevel experience - Experience building custom KPI dashboards - Knowledge of GHL Opportunities/Pipelines - Experience tracking sales performance metrics - Familiarity with call reporting and phone activity tracking - Experience integrating third-party reporting tools (if needed)

Overview We run a high-volume B2B cold email program for a national background screening company. The infrastructure is built and live. We need an experienced operator to take full ownership — running the system, maintaining deliverability, managing lead pipelines, and continuously improving performance. This is not a setup job. This is an ongoing management role for someone who already knows these tools and can hit the ground running with minimal handholding. What You'll Own Lead Sourcing & Scraping — Build and manage Apify scraping workflows to pull targeted prospect lists from the right sources. You understand what makes a list clean versus garbage, and you enforce quality before anything touches an inbox. Email Infrastructure — Manage sending domains and inboxes in Scaledmail and Instantly. This means monitoring domain health, rotating inboxes appropriately, maintaining warmup, and keeping bounce rates low. You know what a burned domain looks like before it's actually burned. Automation & CRM Integration — Maintain and improve Make.com workflows that move verified leads from sourcing → enrichment → Instantly → HubSpot. Automations must be reliable and auditable. You're comfortable debugging broken scenarios and building new ones. Email Verification — Manage AnyMailFinder to verify contacts before they enter any sending sequence. You understand verification thresholds and make judgment calls on borderline lists. Campaign Management — Different sequences go to different audiences. You'll manage which contacts flow into which campaigns, monitor performance, and make copy or sequencing adjustments based on what the data shows. Reporting — Weekly summary of key metrics: open rates, reply rates, bounce rates, domain health, inbox placement, leads delivered to HubSpot. Flag issues before they become problems. This Role Is Right for You If: You've managed cold email programs at 30K–100K+ emails/month and know what breaks at scale You treat deliverability as non-negotiable — domain reputation is something you protect, not react to You're a systems thinker who builds processes that don't require babysitting You proactively flag when something looks off — you don't wait to be asked You can look at reply rate and bounce data and know what to adjust without being told You've personally managed Instantly, Apify, Make.com, Scaledmail, and AnyMailFinder — not just heard of them Hard Requirements Hands-on experience with Instantly (inbox management, campaign structure, sending limits, warmup) Hands-on experience with Apify (building or running scraping actors for lead generation) Hands-on experience with Make.com (multi-step automation scenarios, error handling, webhook flows) Experience with AnyMailFinder or comparable verification tools (not just "I've used email verification") HubSpot CRM experience — contacts, lifecycle stages, list management, basic workflow logic Demonstrated ability to keep bounce rates under 3% at volume English fluency — you'll be reading and interpreting campaign data and communicating findings clearly Nice to Have Experience with B2B lead generation for HR, workforce, or compliance-adjacent industries Copywriting or sequencing instincts — you can spot a weak subject line or a broken CTA Experience managing multiple client programs simultaneously (you know how to context-switch without dropping balls) To Apply Please include in your proposal: A brief description of the largest cold email program you've personally managed (volume, tools, outcomes) Your approach to maintaining deliverability at scale — specifically what you monitor and how often One example of an automation or workflow you built in Make.com for a lead gen or email program Your current availability (hours/week) and any other active commitments Proposals without these four items will not be reviewed. A note on fit: We're not looking for someone to check boxes. We want someone who treats this program like it's their own — who notices when something's underperforming and already has a fix in mind before we ask. If that's not how you work, this isn't the right role.

I am a Mediator, looking for consultant to help set up a booking link to embedded into my website. I want to be able to provide a calendar to the parties looking to hire me allow them to select a date, provide and take information and then allow me to say yes or no to the booking. After that happens I want to automate the sending of emails to the parties with details about the Zoom link, scope of work, etc. i bekieve all this can be done theough Acuity and Zapier on my Squarespace website