We are a boutique CPA firm providing outsourced accounting, controller, and bookkeeping services to small businesses and nonprofits across the United States. This is NOT a marketing or copywriting role. We are NOT looking for: SEO Website optimization LinkedIn profile rewrites Social media management Generic cold email campaigns We are looking for an experienced appointment setter / business development professional who can BOOK qualified discovery meetings with businesses that are a good fit for our services. Ideal Experience: Candidates should have experience generating leads for one or more of the following: CPA firms Accounting firms Bookkeeping firms Fractional CFO firms Professional service firms with relationship-based sales Responsibilities Build targeted prospect lists Conduct personalized outreach (email, LinkedIn, phone, or a combination) Qualify prospects Book discovery calls directly onto our calendar Maintain follow-up sequences Track outreach and results Ideal Clients We serve: Small businesses Nonprofits Professional service firms Companies that have outgrown their bookkeeper and need ongoing accounting or controller support To Apply - answer the screening questions below. Please be prepared to share references from clients with similar engagements. If your proposal focuses primarily on SEO, social media, branding, website optimization, or generic cold email software, it will not be considered. Our issue is getting enough leads into the top of our funnel. Initial engagement: 90-day pilot to generate qualified discovery meetings. If successful, this can become a long-term partnership. Performance-based compensation is strongly preferred. We are open to an hourly rate plus bonuses for qualified held meetings or signed clients. Please apply even if your hourly rate is outside the specified range but you think you'd be a perfect fit.

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.

KICKSTARTER CAMPAIGN MANAGER & SHOPIFY GROWTH STRATEGIST Cooler Racks™ is seeking an experienced crowdfunding professional to help lead and manage our Kickstarter launch and transition into Shopify sales. Our Kickstarter campaign has been approved, our product is patent pending, manufacturing is in place, and we are entering the pre-launch marketing phase. We are looking for an experienced professional who can take ownership of the launch process and help maximize the success of the campaign. About the Product Cooler Racks™ is an elevated cooler organization system that keeps food dry and organized above the ice while drinks and ice remain below. The product is designed for campers, boaters, tailgaters, overlanders, fishermen, hunters, beachgoers, and outdoor enthusiasts. Responsibilities • Review and optimize Kickstarter campaign page • Develop launch strategy and timeline • Manage pre-launch marketing activities • Build Kickstarter followers and audience • Create and manage email marketing campaigns • Coordinate influencer outreach and partnerships • Develop social media growth strategy • Manage or oversee advertising campaigns • Optimize rewards and campaign conversions • Manage campaign momentum during launch • Assist with post-campaign planning • Guide transition from Kickstarter to Shopify • Provide regular reporting and recommendations Requirements • Proven Kickstarter, Indiegogo, or crowdfunding experience • Ability to provide examples of past campaigns • Strong understanding of launch strategy and conversion optimization • Experience with email marketing and audience building • Experience with influencer outreach and campaign promotion • Shopify experience preferred • Excellent communication skills Please Include • Examples of crowdfunding campaigns you have worked on • Your role in those campaigns • Results achieved • Services you personally provide • Estimated timeline • Pricing structure • Any ongoing management options available Additional Information The business owner operates a construction company and has limited availability. Preference will be given to candidates who can take a hands-on role and manage as much of the process as possible while keeping communication clear and organized. Company: Cooler Racks™ Location: United States Campaign Status: Kickstarter Approved Product Status: Patent Pending Industry: Outdoor Recreation / Camping / Cooler Accessories

We're looking for a highly organized, proactive Executive Assistant to support our CEO. This is a very fast-paced role with lots of moving parts, so you must be comfortable managing multiple priorities and adapting quickly. Responsibilities: - Provide executive support to the CEO - Manage emails and calendar as needed - Handle administrative tasks and day-to-day operations - Support high-level projects from planning through completion - Help delegate tasks and ensure they get completed - Coordinate with consultants and follow up on deliverables - Follow up with clients to ensure timely communication and task completion - Support marketing initiatives and special projects - Provide operations support to keep the business running smoothly - Keep projects organized and the CEO informed on progress Requirements: - Previous Executive Assistant or Administrative Assistant experience - Strong communication, organization, and follow-through - Ability to multitask and work independently - Comfortable in a fast-paced environment with a high volume of daily tasks - Must have flexible hours and be available to adjust to the CEO's schedule when needed - Must be comfortable following up with clients in a professional and timely manner - Experience with Google Workspace, Microsoft Office, and project management tools Hours: 20–30 hours per week We're looking for someone who gets things done, follows through, and helps keep the CEO organized and moving forward.

I am looking for an experienced SEO backlink acquisition consultant to help guide me through a clean, ethical backlink-building strategy for a specialized digital marketing agency. My company, Admita, is a digital marketing agency focused on addiction treatment centers and behavioral health providers. We are currently building our SEO foundation and have already started with citations, business profiles, and directory listings. Now I want guidance on how to move into real backlink acquisition through outreach, expert quotes, guest posting, partnerships, and relevant industry placements. Reviewing my current backlink target list Helping me prioritize which sites to pursue first Teaching me how to evaluate backlink quality Helping me avoid risky or low-quality link sources Creating outreach angles for healthcare, behavioral health, and marketing websites Helping me write outreach emails and guest post pitches Guiding me through expert quote platforms like Featured, Qwoted, HARO-style platforms, etc. Helping me understand what types of backlinks are realistic for a newer agency Reviewing competitor backlinks and deciding which ones are worth replicating Creating a simple weekly backlink outreach workflow Ideal candidate: Strong experience with SEO and white-hat link building Understands backlink quality beyond just DA/DR Has experience with outreach, guest posting, digital PR, expert quotes, or niche partnerships Can explain things clearly to someone who is not highly technical Is comfortable teaching and guiding, not just doing tasks Has a strong understanding of what Google considers risky backlink behavior Bonus if you have experience in healthcare, behavioral health, addiction treatment, or local SEO This will likely start as a consulting/coaching project. I would like to do a few calls, review my backlink tracker together, and create a clear plan I can follow. If it goes well, there may be ongoing work helping with outreach strategy and execution. Please include in your application: Your experience with backlink acquisition The types of backlinks you usually help clients get How you evaluate whether a backlink is worth pursuing Examples of safe backlink strategies you have used Any experience with healthcare, local SEO, or agency SEO Confirmation that you do not use PBNs, spammy link networks, or bulk link packages

Marketing Strategist Scope of Work Overview The Marketing Strategist develops and leads growth strategies that drive measurable business results. This role combines performance marketing, AI, strategic thinking, and commercial awareness to help clients scale while supporting new business initiatives. Core Responsibilities Strategy * Develop multi-channel growth strategies aligned with business goals. * Identify opportunities across Paid Media, SEO, Email, Creative, CRO, Social, and AI. * Build quarterly roadmaps and prioritize high-impact initiatives. Performance Marketing * Understand key performance metrics including ROAS, CAC, MER, LTV, and conversion rate. * Analyze campaign performance and provide strategic recommendations. * Collaborate with channel specialists to improve results. AI & Innovation * Stay on the forefront of AI and emerging marketing technologies. * Continuously test new tools and workflows. * Apply AI to research, strategy, reporting, content planning, and operational efficiency. * Share new ideas and best practices with the team. Growth Marketing * Understand the full customer journey from acquisition through retention. * Develop testing frameworks and identify scalable growth opportunities. * Think beyond individual channels to create sustainable growth. Industry Knowledge Experience with DTC and ecommerce is required. Familiarity with industries such as beauty, healthcare, wellness, luxury, SaaS, professional services, and B2B is highly preferred. Business Development * Contribute to proposals, pitches, and growth strategies for prospective clients. * Conduct market and competitor research. * Present strategic recommendations when needed. * Identify opportunities to expand existing client relationships. Qualifications * 5+ years in growth marketing, performance marketing, or digital strategy. * Strong DTC/ecommerce experience. * Deep understanding of paid media and growth marketing. * Passion for AI and continuous learning. * Strong analytical, presentation, and communication skills. Success Looks Like * Delivers strategies that drive measurable growth. * Uses AI to improve outcomes and efficiency. * Brings proactive ideas and innovative thinking. * Builds trust with clients and internal teams. * Contributes to winning new business through strategic leadership.

We are an established, family-owned plumbing company looking for an experienced growth strategist to help expand our residential service department. We're looking for someone who has successfully helped plumbing or home service companies grow through proven marketing strategies, automation, branding, customer retention, and lead generation. We're looking for expertise in areas such as: * Service business growth strategy * Local SEO & Google Business Profile * Google Local Services Ads & Google Ads * CRM, email and text automations * Customer retention and referral programs * Branding and messaging * AI and workflow automations * Website conversion optimization * Marketing systems that produce measurable ROI Our goal is to build a service department that stands apart from larger competitors by emphasizing exceptional customer service, professionalism, and the advantages of being a locally owned family business. We're looking for a long-term strategic partner who brings ideas, challenges conventional thinking, and has a proven track record of growing service businesses.

Job description We are seeking a highly talented and driven Sales Development Representative to join our team. In this role, we are looking for a professional and goal-oriented individual who is motivated to succeed. As a Sales Development Representative, you will have the opportunity to make a meaningful impact by connecting with potential healthcare customers, understanding their needs, and scheduling appointments for our Sales team. Your exceptional communication and active listening skills, combined with your drive for success, will play a vital role in effectively addressing objections and ensuring customer satisfaction. Join our dynamic team today and contribute to our ongoing success in delivering exceptional customer experiences. Duties and Responsibilities: • Conduct cold phone and email outreach to prospective clients (minimum of 75 calls and 20 emails per day) • Build and maintain a pipeline of potential customers through ongoing lead generation activities. • Engage prospects by gathering key information and demonstrating SynsorMed's value during discovery calls • Handle objections and address concerns raised by potential customers. • Assess the suitability of prospects and qualify them as sales opportunities. • Spearhead new initiatives, deliver market feedback, and collaborate cross-functionally with sales and marketing • Track and report key data points using HubSpot • Schedule appointments and meetings for the Sales team with qualified prospects. • Participate in sales meetings, training sessions, and professional development activities to enhance sales skills and product knowledge. • Driving toward results by meeting monthly quota Qualifications: • Selling into healthcare a highly recommended • Excellent communication skills: Strong verbal and written communication abilities are essential for effectively engaging with potential customers, understanding their needs, and articulating the value of products or services. • Active listening: The ability to actively listen and comprehend customer inquiries, concerns, and objections is crucial in addressing them effectively and providing appropriate solutions. • Sales aptitude: A natural inclination towards sales, with the ability to understand and apply sales techniques, such as identifying customer pain points, building rapport, and closing deals. • Self-motivation and drive: We are seeking a highly driven individual who is motivated to succeed. The role often involves making a high volume of calls and facing rejection, so having a resilient and self-motivated attitude is important for maintaining productivity and achieving targets. • Organization and time management: Strong organizational skills are necessary to manage leads, follow-ups, appointments, and other sales-related tasks efficiently. Effective time management ensures that all activities are carried out promptly and with attention to detail. • Problem-solving ability: Sales Development Representatives should be able to analyze customer needs, propose appropriate solutions, and troubleshoot any issues that may arise. • Team player: Collaboration and cooperation with the Sales team and other departments, such as Marketing, are essential for overall sales success. Being a team player and having good interpersonal skills are advantageous. • Knowledge of sales tools and HubSpot CRM systems: Familiarity with customer relationship management (CRM) Hubspot system and sales tools is beneficial for managing leads, tracking sales activities, and generating reports.

We run a marketing agency, and we need a senior Klaviyo person to take over the cleanup of one client's account and own it through to fixed. Here's the situation. The client is an established ecommerce brand with a list of around 350,000 contacts. Earlier this year they moved off Listrak onto Klaviyo. Since the migration, orders attributed to email have dropped from roughly 1,500–2,000 per month to about 500. We've already run a full audit against the live account, so we know most of what's wrong. We need someone to confirm it, fix it, and talk about it confidently with a sharp technical contact on the client's side. The hard part is the website. The client's site is custom-coded, not Shopify or WooCommerce. The Placed Order event feeds Klaviyo through a custom API integration, and we believe it's double-firing (one transactional flow shows about 4,700 conversions from only 254 buyers). You need to be comfortable reading how events post through an API, spotting duplication, and telling the client's developer exactly what to change. This is not a template-design gig. What you'll do: 1. Work with the client's developer to validate the Placed Order API payload: one event per order, a unique event ID, no per-line-item or status-change duplication. 2. Fix attribution. Exclude or relabel transactional flows (order, shipping, delivery confirmations) so they stop inflating revenue, set proper conversion windows, and reconcile Klaviyo-attributed revenue against UTM/GA4 revenue. 3. Clean up the flow architecture. Remove a duplicate Welcome Series, de-conflict overlapping "Added to List" flows, and rebuild thin cart flows (abandoned checkout and add-to-cart) with the right exclusions between them. 4. Turn on and standardize UTM tracking across every flow and campaign email. 5. Set a warming and deliverability plan for the 350k list: engaged-segment sending, sender-reputation rebuild, and a clear rule for when full-list sends are safe. 6. Hand us a point-by-point issue log we can take into a Klaviyo support call. Please answer in your proposal: How do you tell real incremental email revenue from inflated transactional-flow attribution in Klaviyo? What do you turn off or relabel?

I am building a document preparation service called "Man Up Legal" that helps men navigate the legal system by translating complex filings into plain, tactical English. I am looking for a systems-oriented expert to build a robust marketing and sales engine. I am NOT looking for a general web designer. I need someone who can build a functional, automated "Lead-to-Closing" machine. The scope of the project includes: Lead Intake: Create a high-converting system to capture new leads from my website. Automated Follow-Up: Build multi-channel workflows (SMS and Email) to ensure leads are nurtured and don't slip through the cracks. Qualification & Scheduling: Implement automated logic to qualify leads and push them toward booking a consultation or moving to the next stage in the pipeline. CRM Structure: Set up a clean CRM pipeline so I can track where every lead is in the process. Required Skills: Proven experience in GoHighLevel (or equivalent marketing automation suites). Experience building automated lead-nurturing workflows. Ability to integrate with existing web platforms. A focus on business processes, not just aesthetics. Please provide examples of previous marketing/sales funnels you have built and explain your approach to ensuring no lead is ever lost.