I’m looking for an experienced web developer or small agency to build a professional website for my municipal lien search business. The website should allow customers to order municipal lien searches online, securely pay for services, upload and receive documents, and integrate with QuickBooks and Stripe to streamline operations. Business Purpose The website should: * Accept online orders for municipal lien searches. * Process payments securely. * Automate invoicing. * Track order status. * Allow document uploads and report delivery. * Reduce manual administrative work. Required Features Customer Portal * Customer registration and login. * Customer dashboard. * View order history. * Check order status. * Download completed reports. * Save billing information. Order System Customers should be able to: * Enter property information: * Property address * Parcel ID * Owner name * County * Municipality * Upload supporting documents. * Select service type. * Add notes. * Submit order. Payment Integration Integrate with Stripe to: * Accept credit cards. * Email payment receipts. * Store transaction history. QuickBooks Integration Automatically: * Create customer profiles. * Generate invoices. * Record payments. * Sync customer information. Admin Dashboard Admin should be able to: * View incoming orders. * Update order status. * Upload completed reports. * Send customer notifications. * Search orders. * Export reports. * Manage users. Order Status Tracking Examples: * Order Received * In Progress * Waiting for Information * Completed * Delivered Customers should receive automatic email updates. Document Management Customers can: * Upload files. * Download completed reports. Admin can: * Upload final reports. * Organize documents by order. Email Notifications Automatic emails for: * Order confirmation. * Payment confirmation. * Status updates. * Report completion. Mobile Friendly Website should work well on: * iPhone * Android * Tablets * Desktop computers Design I want a clean, professional, modern look. Theme ideas: * Florida coastal/nautical. * Trustworthy and business-focused. * Easy navigation. * Fast loading. Integrations Required: * Stripe * QuickBooks Online Preferred: * Google Maps for address verification. * Email automation. SEO Basic SEO setup including: * Fast loading. * Google indexing. * Meta descriptions. * Contact forms. Admin Access I want to easily: * Edit text. * Update pricing. * Add services. * Manage orders. * View customer accounts. Future Features (Optional) Please provide pricing for adding: * Rush order options. * Subscription accounts for title companies. * Bulk ordering. * API access for large customers. * Live chat. * Customer messaging. Deliverables * Fully functional website. * Stripe integration. * QuickBooks integration. * Mobile responsive design. * Source code and ownership transferred to me. * Basic training on how to manage the site. * 30–60 days of bug support after launch.

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.

**What I need help with (July — approximately 5–6 hours to start):** • Set up a professional email address using my existing domain • Build a contact spreadsheet of schools I've previously visited (I'll provide notes, you organize into a clean, usable format) • Configure Calendly for school visit bookings — set available days/times, customize confirmation messages • Set up automated email sequences for visit bookings (confirmation, pre-visit reminder with materials, post-visit follow-up) • Set up a simple expense tracking system (Google Sheets or similar) for tax purposes • Draft email templates for school visit inquiries and outreach **Looking ahead (August–September, possibly longer. ):** • Manage inbound school visit inquiries and booking coordination • Send outreach emails to past schools announcing updated visit programs • Handle contracts and invoicing • General ongoing administrative support **What I'm looking for in a VA:** • Organized, reliable, and a clear communicator • Experience supporting small business owners, creative professionals, or authors a plus • Comfortable with Google Workspace, Calendly, and basic email automation tools • Responsive — I'd like replies within 24 hours on weekdays • US-based preferred but not required if communication and time zones work **Hours & rate:** Starting at approximately 5–6 hours in July, with strong potential to grow to 8–10 hours/month from August onward as school visit season begins. If we’re a good fit, would be great to continue work, ranging 5-10 hours a month. Looking for $20–$25/hour rate. **To apply:** Please tell me a little about your experience, share any relevant work with authors, educators, or small business owners, and let me know your availability in July. A short note about why this role appeals to you goes a long way! **About me:** I'm a published children's picture book author-illustrator based in Connecticut. I do school visits (both in-person and virtual) across the country and am expanding that side of my business. I'm looking for a reliable, organized VA to help me set up systems and handle administrative tasks so I can focus on my creative work.

We are a mid-size wholesale furniture distributor that recently went live on NetSuite, migrating from a legacy ERP. The implementation is stable and transaction volume is high — heavy EDI order flow (Orderful integration), a WMS integration for warehouse operations, and thousands of orders per month across wholesale, e-commerce, and drop-ship channels. We're looking for a senior NetSuite consultant to provide ongoing post-go-live support and to lead the redesign of several accounting-side processes that were implemented quickly during the project and now need to be done right. What you'd be working on: Commissions — Our current commission process is largely manual and needs a proper design: paid-date-based calculations, multiple channel types (warehouse, direct/drop-ship, parts), and clean reporting. This is the first major redesign project. Freight and truckload costing — We ship significant truckload volume. Freight cost estimation vs. actuals, landed cost handling, and margin visibility need rework. Invoicing and billing workflow — Billing today depends on manual gates and review steps. We want to streamline the shipped-to-invoiced pipeline and reduce lag without losing controls. General ticket support — A steady stream of production issues: script errors, SuiteTax edge cases, EDI transaction failures, integration hiccups. You'd triage, root-cause, and fix. Required skills: Deep NetSuite accounting knowledge (billing, AR, costing, commissions, SuiteTax) SuiteScript 2.x (User Event, Map/Reduce, Scheduled) — you can read and debug existing scripts, not just write new ones SuiteQL and saved search fluency REST/SOAP web services experience Wholesale distribution industry experience strongly preferred EDI familiarity a plus

We are a Managed Service Provider (MSP) looking for an experienced ConnectWise consultant to walk us through an existing workflow within our ConnectWise environment. Our ConnectWise PSA and ConnectWise CPQ environments are already configured. We do not need implementation or setup services. Instead, we need an expert who can guide us through the proper process of converting an accepted quote into active agreements and recurring services within ConnectWise PSA. Immediate Objective We currently have: A signed quote in ConnectWise CPQ ConnectWise PSA already in use Existing products, agreements, and company records We need someone to work with us during a live screen-sharing session to: Review our current configuration Explain the correct workflow Convert our signed quote into the appropriate agreement(s) in PSA Verify recurring products and billing are configured correctly Ensure the agreement is ready for invoicing and ongoing management Requirements Extensive experience with ConnectWise PSA Extensive experience with ConnectWise CPQ (formerly Sell) Experience supporting MSPs Ability to explain processes while performing them Strong English communication skills Nice to Have ConnectWise implementation or consulting experience Experience with recurring agreements, procurement, billing, and invoicing Familiarity with ConnectWise Manage best practices Deliverable By the end of the session, we would like to have: The quote successfully transitioned into the proper agreement(s) in PSA Confidence that the recurring billing setup is correct A clear understanding of the workflow so we can repeat it ourselves in the future This project will likely begin as a 1–2 hour screen-sharing session. If the engagement goes well, there is potential for additional ConnectWise consulting work in the future.

Job Description: I am looking for a highly adaptable, tech-savvy right-hand person (essentially a "mini-me") to help me navigate a busy season over the next 3+ months. I run a fast-paced operation juggling multiple platforms, clients, and projects, and I need an in-field utility player who can jump in, figure things out, and help drive actions to completion. This is a part-time role where you will act as the bridge between technical execution, operational tasks, and client support. If you love variety, learn new software quickly, and take pride in getting things done, this is the role for you. The Details: Hours: Approximately 20 hours per week. Duration: 3 months (with the possibility of extension if it's a great fit). Key Responsibilities: Drive Actions: Take ownership of pending tasks, follow up on project milestones, and ensure nothing falls through the cracks. Client Assistance: Help manage client communications, troubleshoot basic issues, and ensure a smooth customer experience. Platform Management: Assist with updates, data entry, and basic configurations across my existing tech stack. Problem Solving: Act as a true utility player—whether it is tweaking a workflow, pulling a data report, or drafting an email using AI, you are ready to tackle it. The Tech Stack: You do not need to be a master developer in all of these, but you must be comfortable navigating them and willing to learn. Experience with the following is highly preferred: WordPress: Basic content updates, plugin management, and site maintenance. Caspio: Familiarity with database management and low-code applications. n8n: Basic understanding of workflow automation and API integrations. LLMs: Comfortable using AI tools (ChatGPT, Claude, etc.) to draft content, summarize data, or solve problems. SQL: Ability to run basic queries and manage data sets. QuickBooks: Basic bookkeeping, invoicing, or expense tracking. Who You Are: Resourceful: You know how to Google a problem, consult an LLM, and find a solution before asking for help. Organized: You can manage your own time and keep track of multiple moving pieces. Communicative: You provide clear, concise updates on what is done and what is blocking you. Adaptable: You do not mind switching gears from a technical database task to answering a client email.

Part-Time (7–10 Hours/Week) | Long-Term Opportunity | $20–25/hour (Flexible) Secret Word: Compass We're looking for an exceptional Virtual Assistant to become an important part of a growing business. This isn't a task list you'll receive once a week. We're looking for someone who enjoys creating order, improving systems, solving problems, and helping a business run smoothly. You'll work directly with the business owner during focused work sessions, helping tackle projects together while keeping everything organized and moving forward. We communicate openly, respect each other's time, and enjoy working together. All work is completed during focused Zoom co-working sessions. We work alongside each other remotely, ask questions in real time, solve problems quickly, and maintain momentum. These are not meetings—they're productive work sessions where we collaborate while getting work done. If you enjoy collaborative, focused work and communicating throughout your workday, you'll likely love this style. No two weeks are exactly alike, so we're looking for someone who enjoys variety, learning new skills, and finding better ways to get things done. We're looking for someone we'd genuinely enjoy working with for years—not just another freelancer. Hours 7–10 hours per week Monday–Friday only All work will be completed during scheduled Zoom co-working sessions. Availability between 8:00 AM–11:00 AM Eastern Time (Monday–Friday) is required. There is no independent work expected outside of scheduled co-working sessions. Compensation $20–25/hour, depending on experience and overall fit. We're flexible for an exceptional candidate. *What You'll Be Doing* Responsibilities will vary from week to week and may include: - Business Organization & Operations - Organizing digital files, folders, and Google Drive - Organizing notes, ideas, reference materials, and documentation - Organizing projects, tasks, priorities, and action items - Helping clean up and simplify existing business systems - Improving workflows and overall business organization - Identifying opportunities to simplify, optimize, and automate processes - Creating clear systems that are easy to maintain - Documentation & SOPs - Creating clear, easy-to-follow Standard Operating Procedures (SOPs) - Documenting repeatable business processes - Organizing business knowledge so others can easily find and follow it - Building documentation that new team members can successfully use - Administrative Support - Calendar management - Email organization and follow-up - Scheduling meetings - Research projects - Data entry (MINOR) - Document formatting - Google Workspace organization - Vendor coordination - General administrative support - Technology & Systems - Helping the business owner better understand and use existing technology - Assisting with technology setup and integrations - Testing automations - Troubleshooting basic technology issues - Helping improve organization across business platforms - Bookkeeping Support - Basic bookkeeping - Accounts Payable (AP) support - Accounts Receivable (AR) support - Billing and invoice management - Expense tracking - Payment gateway reconciliation - Marketing & Events (Occasional) - Assisting with speaker promotion - Speaker organization and logistics - Webinar or event coordination - Light marketing coordination and administrative support - Technology You'll Likely Use Experience with several of these is preferred: - Google Workspace - Gmail - Google Calendar - Google Drive - Zoom - ChatGPT - Zapier or Make - QuickBooks Online - Stripe - WordPress (basic) - Canva - Asana, ClickUp, Trello, Notion, or similar project management/documentation software You don't need experience with every platform. We value curiosity, resourcefulness, and the ability to learn quickly. What We're Looking For The right person is someone who: - Is highly organized and detail-oriented - Is an outstanding written and verbal communicator - Is comfortable collaborating during focused Zoom co-working sessions - Is easy to work with and enjoys being part of a collaborative team - Naturally creates order from chaos - Loves organizing information, documents, notes, projects, and digital workspaces - Can take a messy process and turn it into a simple, repeatable system - Writes exceptionally clear SOPs and documentation that others can easily follow - Has the patience to explain technology in a simple, non-technical way - Enjoys improving systems, workflows, organization, automations, and integrations - Thinks critically about how processes can be simplified and optimized - Naturally keeps others informed of progress, questions, and roadblocks - Is trustworthy, discreet, and professional - Handles confidential client, business, and financial information with care - Learns new software quickly - Can prioritize multiple tasks effectively - Works independently while remaining highly accountable - Is proactive rather than reactive - Takes pride in producing consistently high-quality work This role requires access to confidential client, business, and financial information. Integrity, discretion, professionalism, and sound judgment are essential. Preferred Experience Experience in one or more of the following is a plus: - Virtual Assistant or Executive Assistant support - Administrative or operations support - Small business operations - Online business management - Bookkeeping or office administration - Technology implementation or software integrations - Business process documentation and SOP creation - Project coordination - Speaker, podcast, webinar, or event coordination - Speaker promotion and event organization - Email marketing, social media coordination, or other marketing support We're looking for someone interested in building a long-term professional relationship and growing with the business. To Apply: Please submit a brief, personalized cover letter (300 words or less). In your cover letter, please: - Include the secret word Compass in the first sentence. - Tell us why this position interests you. - Share what type of work you enjoy most as a Virtual Assistant or Operations Assistant. - Tell us what you're looking for in a long-term working relationship. - Confirm your availability Monday–Friday between 8:00–11:00 AM Eastern Time for our scheduled Zoom co-working sessions. We'll ask additional role-specific questions through Upwork's screening questions, so there's no need to include detailed responses about bookkeeping or operations experience in your cover letter. Applications that are generic, appear copied and pasted, omit the secret word, or don't demonstrate genuine interest in this role won't be considered. We're looking for someone who communicates exceptionally well, enjoys solving problems, creates order from complexity, values confidentiality, follows through, and wants to become a trusted part of a business—not just complete tasks. If that sounds like you, we'd love to hear from you.

We are looking for an experienced HubSpot Sales Hub Professional implementation specialist / RevOps consultant who can move quickly and help us get HubSpot fully set up as our sales command center. We are a B2B restaurant equipment and supply dealer with both sales-assisted quoting and e-commerce. We recently purchased HubSpot Sales Hub Professional and need it implemented properly, but we also need it done quickly. We have spoken with several HubSpot Solutions Partners, and many are quoting timelines of 8 to 10 weeks. That does not work for us. We are looking for someone who can start immediately and help us launch a functional first version within 2 to 3 weeks. This is not a basic app-connection project. We need someone who can think strategically, design the CRM structure, clean up data, build workflows, integrate key systems, create dashboards, and make the system simple enough for our sales team to actually use. Generic proposals will be ignored. Please include the phrase “HubSpot fast launch” in the first sentence of your proposal so we know you read this. Main goal: We want HubSpot to become our daily sales cockpit. Our sales team should be able to log in and immediately know: - Who to call - Who to text - Who to email - Which quotes need follow-up - Which leads are stale - Which deals are close to closing - Which customers need attention As the owner/manager, I need dashboards that show: - Pipeline by stage - Deal value - Sales rep activity - Quote follow-up compliance - Lead source performance - Closed won / closed lost deals - Stale opportunities - Calls, texts, emails, and tasks by rep - Shopify/e-commerce activity when relevant - Monday.com project status after a deal is won Systems we need connected or considered: - Dialpad - Monday.com - Shopify - Mailchimp - Excel / CSV contact lists Ideal timeline: We want a functional first version launched within 2 to 3 weeks, with cleanup, refinements, and more advanced automation continuing after launch. We understand everything may not be perfect on day one, but we need the core sales system live quickly. Phase 1: Fast Launch, 2 to 3 weeks - Core HubSpot Sales Hub setup - Sales pipeline - Deal stages - Contact, company, and deal properties - Lead source tracking - Basic data migration - Dialpad calling/texting setup - Basic Monday.com handoff - Sales sequences - Email templates/snippets - Rep task queues - Owner/manager dashboards - Basic sales team training Phase 2: Cleanup and Optimization - Advanced reporting - Deeper data cleanup and deduplication - Shopify optimization - Mailchimp/contact syncing strategy - More advanced workflows - Payment/invoicing workflow - Additional automation - SOPs and recorded walkthroughs - Post-launch support and cleanup Scope of work: 1. HubSpot Sales Hub Professional setup Set up and customize HubSpot Sales Hub Professional, including: - Sales pipeline - Deal stages - Lifecycle stages - Contact, company, and deal properties - Required fields - Lead source tracking - Sales ownership rules - Task queues - Templates - Snippets - Sequences - Workflows - Notifications - User setup and permissions The system needs to be powerful but simple. If the sales team finds it confusing, they will not use it. 2. Sales process and pipeline design Help us design a clean sales process. Possible deal stages may include: - New Lead - Qualified - Quote Needed - Quote Sent - Follow-Up Active - Verbal Yes / Pending Deposit - Deposit Paid / Closed Won - Handoff to Operations - Closed Lost We are open to your recommendations if you have a cleaner structure. 3. Dialpad integration We need Dialpad set up inside HubSpot for inbound and outbound sales communication. Requirements: - Inbound call logging - Outbound call logging - SMS/text logging - Click-to-call from HubSpot - Missed call task creation - Call outcome tracking - Call/text activity associated with contacts, companies, and deals when possible - Rep activity reporting - Manager visibility into calls, texts, and follow-up activity 4. Monday.com integration We use Monday.com for operations and project management. We want a clean handoff from sales to operations. Ideal workflow: When a deal is marked Closed Won or Deposit Paid in HubSpot, a project/item should be created in Monday.com with the key deal and customer information. Fields may include: - Customer name - Company - Main contact - Contact info - Deal amount - Salesperson - Quote link - Invoice/payment link - Project type - Estimated delivery/install date - Notes - Project status We would also like key Monday.com project statuses pushed back into HubSpot so sales and management can see project status without digging through Monday. 5. Shopify integration We use Shopify for our e-commerce website. We need HubSpot connected to Shopify in a way that helps our sales team follow up on high-intent customers without turning HubSpot into a messy product database. Important items: - Customer sync - Order/customer activity - Abandoned cart visibility - High-value cart/order alerts - Lead source tracking - E-commerce customer segmentation - Avoid duplicate contact creation - Avoid unnecessary product/SKU clutter inside HubSpot We have a large product catalog, so we need a thoughtful integration strategy, not a blind sync of everything. 6. Mailchimp integration / migration We currently have contacts in Mailchimp. We need help deciding whether to: - Keep Mailchimp connected short-term - Migrate contacts into HubSpot - Use Mailchimp only for broad email marketing - Eventually move more email marketing into HubSpot We need proper handling of: - Marketing contacts - Unsubscribes - Consent status - Duplicate contacts - Lists/audiences - Segmentation 7. Contact import and data cleanup We need contacts imported from: - Excel / CSV sheets - Monday.com - Mailchimp - Shopify/customer data Before import, we need help cleaning and deduplicating the data. Deduplication should consider: - Email - Phone number - Company name - Website/domain - Existing customer vs prospect - Lead source - Sales owner - Customer type We do not want a messy HubSpot database full of duplicate contacts and companies. 8. HubSpot payments / invoicing setup We want help setting up HubSpot invoicing/payments if it makes sense for our workflow. We would like the ability to send invoices and provide payment options. Important: We want to explore whether customers paying by credit card can be charged an additional 3% processing fee, but this must be set up in a compliant way. If HubSpot cannot do this properly, we would like recommendations for a better alternative, such as ACH/check discounting or separate payment terms. 9. Dashboards and reporting Build simple, useful dashboards for both sales reps and management. Sales rep dashboard should include: - Today’s tasks - Calls to make - Texts/emails to send - Quotes needing follow-up - Deals with no recent activity - New inbound leads - Active sequences - Open deals by stage Manager/owner dashboard should include: - Pipeline value by stage - Revenue forecast - Deals won/lost - Close rate - Average deal size - Activity by rep - Calls/texts/emails by rep - Quote follow-up compliance - Deals with no activity - Lead source performance - Shopify/e-commerce lead activity - Monday.com project status summary 10. Training and documentation We need the system to be easy for our salespeople to use. Please include: - Basic training for sales reps - Manager/admin training - Simple written SOPs - Loom/video walkthroughs if possible - Post-launch cleanup and adjustment period Ideal candidate: You should have strong experience with: - HubSpot Sales Hub Professional - HubSpot CRM architecture - RevOps - Sales pipelines - HubSpot workflows - HubSpot sequences - HubSpot reporting/dashboards - HubSpot data imports - Contact deduplication - Dialpad integrations - Monday.com integrations - Shopify integrations - Mailchimp integrations - Zapier or Make - B2B sales processes - Sales team training Bonus points if you have worked with: - Equipment dealers - Distributors - B2B e-commerce - Quoting-heavy sales teams - Sales-to-operations handoffs - Companies with both inbound and outbound sales What we do not want: We are not looking for someone who only knows how to connect apps. We need someone who can help design the structure, challenge bad ideas, keep things simple, and build a clean system our team will actually use. Please do not apply if your approach is just “sync everything and see what happens.” Please also do not apply if you cannot start immediately or if your timeline is 8 to 10 weeks. We need someone who can move quickly. Pricing: We are open to hourly or milestone-based pricing. We are not looking for the cheapest option, but we do expect the price to match the scope, timeline, and experience level. Please do not simply bid the maximum budget. In your proposal, include: 1. Your estimated hours or fixed project range 2. Your proposed milestones 3. What you would complete in the first 2 to 3 weeks 4. What should be pushed to phase two 5. Any risks, dependencies, or items that could increase cost Application questions: Please answer the following when applying: 1. Can you start immediately? 2. Can you launch a functional first version within 2 to 3 weeks? 3. Describe a HubSpot Sales Hub Professional setup you’ve completed that involved multiple integrations. 4. Have you integrated HubSpot with Dialpad before? If yes, what did you set up? 5. Have you integrated HubSpot with Monday.com before? If yes, what was the workflow? 6. Have you worked with Shopify and HubSpot together? How did you avoid unnecessary data clutter? 7. How do you approach contact deduplication before importing data into HubSpot? 8. What dashboards would you recommend for a sales manager managing a small B2B sales team? 9. What would your implementation plan look like for this project? 10. What would you need from us before starting? 11. What parts of this project would you launch first, and what would you push to phase two? 12. What is your estimated hourly, fixed project, or milestone-based pricing? Quality matters, but speed matters too. We need someone who can build this correctly without dragging it out for months.

Analog Camera Company has 15,000 profiles in Klaviyo that have never been emailed** — built over 6 years from Shopify purchases and B2B clients invoiced through QuickBooks. These are *past customers*, not a cold list. We're looking for a true Klaviyo expert to safely reactivate them and turn a dormant asset into pipeline and revenue. Emphasis on expert. We pay top dollar, and we'll know quickly if you can't deliver. One hard requirement: you are a Klaviyo specialist, not a platform-agnostic consultant. We are committed to Klaviyo. We are not looking to migrate, "evaluate options," or be sold on a platform you happen to prefer. If your instinct is to move clients to the tool you're most certified in, we're not a fit. We want someone who lives in Klaviyo, knows its flows, segments, and deliverability tooling cold, and pushes it to its limits — not someone who'll tell us the grass is greener elsewhere. This is a B2B-leaning engagement with two distinct audiences in the list: Shopify transactional buyers and QBO B2B accounts. We want someone who knows these don't get the same treatment — and who understands that an aged past-customer list needs validation and staged re-engagement to protect deliverability, not a day-one blast to all 15K. The core challenge: - 15,000 real past customers, never emailed, 6 years of accumulated staleness - Two populations (DTC Shopify buyers + B2B QBO accounts) that need separate segmentation and messaging - A deliberate validation + re-engagement sequence *before* scaling, then a lifecycle program that monetizes the engaged segment What you'll own: - A safe reactivation plan: list validation/hygiene, segmentation, and a staged re-engagement sequence that protects sender reputation - Deliverability as a discipline: SPF/DKIM/DMARC, sending strategy, monitoring, sunset rules - Separate lifecycle architecture for DTC vs. B2B — reactivation, nurture, reorder/replenishment (big for the B2B accounts), post-purchase, winback - Segmentation by audience type, purchase history/recency, value, and engagement - CRM sync and clean lead handoff to sales (we run Pipedrive) - A/B testing roadmap and reporting tied to revenue and pipeline, not opens You're a fit if: - Klaviyo is your specialty — not one of ten platforms on your profile. You can speak to its specific flow logic, segment builder, predictive analytics, and deliverability tools without reaching for generic "email marketing" answers. - You've reactivated an aged past-customer list without wrecking deliverability — and can walk me through exactly how - You've run Klaviyo for both DTC and B2B / considered-purchase motions and can show the numbers - You've integrated Klaviyo with a CRM and can speak to reorder flows and sales handoff - You can explain *why* a flow underperformed and exactly how you fixed it To apply — read carefully (this is the filter): 1. Start your proposal with the word "APERTURE" so I know you actually read this. 2. In 3–4 sentences: how would you handle our 15K past-customer list in the first 30 days? Be specific on validation, how you'd split the Shopify buyers from the B2B accounts, and how you'd stage the re-engagement. 3. Share 1–2 accounts where you reactivated a dormant or aged list, with real metrics: deliverability outcomes and revenue/pipeline influenced. 4. One sentence: are you a Klaviyo specialist, or do you work across multiple email platforms? (Honest answers only — we're specifically looking for someone who goes deep on Klaviyo and nothing else.) Generic copy-paste proposals will be ignored. Show me you know how to wake up an aged customer list the right way.