Guardian Senior Solutions GoHighLevel + Retell AI Build — Job Posting & Scope of Work Posted by: Paul · Guardian Senior Solutions (GSS) Orange County, California — remote contractor accepted Project overview Guardian Senior Solutions (GSS) is a direct-to-consumer senior care navigation platform in Orange County, California. We are a conflict-free alternative to referral platforms like A Place for Mom — we coordinate care, legal, financial, and home equity needs for senior families rather than operating as a care provider ourselves. We need a GoHighLevel (GHL) build that automates our lead-to-appointment pipeline end to end: from the moment a lead comes in (web form, paid ad, social DM, referral) through AI-driven outreach (voice via Retell AI, SMS, email) to a booked assessment appointment with one of our case managers, by phone or in person. This is a real-time-sensitive use case — families reaching out are often in or near a care crisis, so speed and reliability of follow-up directly affects whether we can help them. What success looks like • A lead that fills out a form, comments on a social post, or calls in gets a response within 5 minutes, every time, with no silent failures. • Qualified leads are automatically routed into a clear pipeline and booked onto a case manager's calendar without manual intervention. • We can see, in one dashboard, exactly where every lead is and whether any have gone stale. • The system is documented well enough that we are not permanently dependent on the person who built it. Scope of work 1. Core GHL architecture • Build a 6-stage lead pipeline: New Lead → Contacted → Nurturing → Appointment Booked → Consultation Complete → Not Ready / Lost. • Configure custom fields: care urgency (1–5), who care is for (self / parent / spouse), homeowner Y/N, estimated home value, legal documents in place Y/N, lead source. • Set up lead source tagging across all channels: Google Ads, Meta Ads, organic/social, referral partner (by name), direct, and any purchased lead lists. • Build a reporting dashboard tracking: leads by source, speed-to-contact, appointment conversion rate, show rate, and pipeline value by stage. 2. Retell AI voice integration • Integrate Retell AI with GHL so that a new lead triggers an outbound AI voice call within 5 minutes of form submission. • Build fallback logic: if the call is not answered, automatically fall back to SMS rather than silently dropping the lead. • Configure the call outcome (answered / voicemail / booked / declined) to write back into the GHL contact record and move the pipeline stage accordingly. • Work with us to finalize the AI voice script and qualifying questions (we have a draft framework already). 3. Lead nurture automation • Build the speed-to-lead workflow: AI call + SMS on form submit, second call attempt at 1 hour, email at 2 hours, manual task created for a human follow-up at 24 hours if still unresponsive. • Build a 21-day nurture drip for leads not yet ready to book, mixing educational email content with SMS check-ins (content outline will be provided). • Build appointment confirmation and reminder sequences (instant confirmation, 24-hour reminder, 1-hour reminder) via email and SMS. • Build a post-consultation follow-up sequence including a same-day summary, a 3-day check-in, and a 7-day review request (conditional on a positive-outcome tag). 4. Social + email content engine • Set up GHL's Social Planner across Facebook, Instagram, LinkedIn, and TikTok with an approval workflow so content is AI-drafted but human-approved before publishing. • Set up a weekly email campaign workflow: AI-assisted draft, human approval step, then send. • Connect inbound engagement (Facebook/Instagram DMs and comments, web chat, SMS, email replies) to GHL Conversations and route qualified leads into the Conversation AI for qualification. • Flag clearly in writing if TikTok DM-to-CRM integration is not currently supported natively by GHL, and propose a workaround if one exists. 5. Appointment booking & case manager routing • Integrate calendar booking (Calendly or GHL's native calendar) so qualified leads can be booked directly onto the correct case manager's calendar, distinguishing between phone and in-person assessment appointment types. • Build routing logic if we have more than one case manager (e.g., by territory, availability, or caseload). 6. Reliability, testing, and handoff • Idempotency checks so a lead submitting twice, or a webhook firing twice, does not trigger duplicate calls or duplicate pipeline entries. • A staging/test mode so new or modified workflows are tested with dummy leads before going live. • Monitoring or alerting so we are notified if a workflow breaks or a lead has gone untouched for more than 2 hours. • Full written documentation of every workflow, automation, and integration built, in plain language we can hand to a future hire if needed. • A 30-minute live walkthrough/training call upon completion. Requirements • Demonstrated prior experience integrating Retell AI (or a comparable AI voice platform) with GoHighLevel. Please describe your specific integration approach in your application — this is the single most important qualifier for this role. • Strong working knowledge of GHL workflows, pipelines, Conversations, Social Planner, and custom fields. • Experience with webhook-based integrations and basic error handling / fallback logic. • Prior experience in healthcare, home services, senior care, or another high-urgency, high-trust service business is a strong plus. • Clear, responsive communication — we will be working closely together through build and testing. How to apply 1. Confirm you have integrated Retell AI (or similar) with GoHighLevel before, and briefly describe how you approached it. 2. Share 1–2 examples of GHL builds you've done for service businesses, ideally with multi-channel lead nurture. 3. Provide your estimated timeline and a flat-fee quote for the full scope above (we prefer fixed pricing over hourly for this project). 4. Let us know your availability to start. We have a detailed internal spec (pipeline stages, message templates, and workflow logic) ready to share with serious candidates upon request.

Hi, I'm Matt. I run Honest Aux, a social media marketing agency in Montana. We shoot reels, shorts, and long-form content for local businesses. Real people, real stories, no AI-generated fluff. Over the past three years, that approach has helped our clients rack up tens of millions of organic views. It works because it's genuine, and the businesses we partner with can feel the difference. Right now I do everything: filming, strategy, sales, closing. I need someone to take the front end of that sales process off my plate. --- What the job actually is: You'll call local businesses from a provided list using Quo, have real conversations with owners, figure out if there's a fit, and book discovery calls on my Google Calendar via Google Meet. That's it. I handle everything after the call. This is not a VA role. It's not a research role. It's a phone role. --- What you'll do on each call The goal isn't to pitch hard, it's to have a real conversation. On each call you're trying to figure out: 1. Do they actually need what we offer? (We don't want to book meetings with bad fits.) 2. Can they afford it? Basic pricing qualification, no pressure, just feel it out. 3. Are they interested? Gauge it honestly and let it guide whether you push for a meeting. You'll also be able to speak to what Honest Aux has done for other businesses, real results, real clients, so you can back up the conversation with something concrete when it helps. If there's genuine interest and fit, you book the meeting. If not, you log the outcome and move on. --- Day-to-day tasks - Call businesses from a provided Google Sheets list in Quo - Reach the owner or whoever handles marketing decisions - Have a natural, low-pressure conversation about what we do and whether it might be a fit - Handle basic objections: not as a script, just as a conversation - Book qualified meetings on my Google Calendar (Google Meet) - Send follow-up emails using provided templates - Log all call outcomes in Excel with color-coded disposition (we have a simple system for this) --- What I'm looking for The tone of these calls needs to match the market. Western Montana is a small-town, word-of-mouth environment. Business owners here can smell a slick sales call from a mile away and hang up. What works is sounding like a real person having a real conversation, not reading a script, not rushing through a pitch, not hammering objections. You can hear some call examples in the attached calls You should be: - Experienced in cold calling or appointment setting - Comfortable talking to small business owners, not intimidated, not over-the-top - A good listener (this matters more than a good talker for this role) - Reliable and consistent. I need someone who shows up and makes the calls - Available during Mountain Time business hours - A native English speaker with a neutral accent and an approachable phone presence --- The process right now: The calling side of things is still getting dialed in. I have a reference script and a process, but I expect it to evolve in the first few weeks based on what you're hearing. I don't need perfection on day one. I need someone who can communicate clearly, flag what's working and what isn't, and help tighten the system as we go. --- Pay: - $25-$30 per hour base - $25 per qualified meeting booked - $200 bonus per closed deal (average is 1–2 per month) This is performance-based. Strong callers who book consistently will earn well for the hours worked. Commission can increase for higher qualified meetings --- Hours Starting at 5–10 hours per week. Room to grow based on results. --- Our market: Primarily Western Montana right now; Missoula, the Bitterroot Valley, Kalispell, Whitefish. We're building toward national expansion, but the core book of business is local and relationship-driven. --- To apply Tell me about a specific cold calling or appointment setting campaign you've personally worked on: - What industry - What you were selling or offering - Who you were calling - What your average booking rate was Don't skip this. Applications without it won't be considered.

Hi, I'm Matt. I run Honest Aux, a social media marketing agency in Montana. We shoot reels, shorts, and long-form content for local businesses. Real people, real stories, no AI-generated fluff. Over the past three years, that approach has helped our clients rack up tens of millions of organic views. It works because it's genuine, and the businesses we partner with can feel the difference. Right now I do everything: filming, strategy, sales, closing. I need someone to take the front end of that sales process off my plate. --- What the job actually is: You'll call local businesses from a provided list using Quo, have real conversations with owners, figure out if there's a fit, and book discovery calls on my Google Calendar via Google Meet. That's it. I handle everything after the call. This is not a VA role. It's not a research role. It's a phone role. --- What you'll do on each call The goal isn't to pitch hard, it's to have a real conversation. On each call you're trying to figure out: 1. Do they actually need what we offer? (We don't want to book meetings with bad fits.) 2. Can they afford it? Basic pricing qualification, no pressure, just feel it out. 3. Are they interested? Gauge it honestly and let it guide whether you push for a meeting. You'll also be able to speak to what Honest Aux has done for other businesses, real results, real clients, so you can back up the conversation with something concrete when it helps. If there's genuine interest and fit, you book the meeting. If not, you log the outcome and move on. --- Day-to-day tasks - Call businesses from a provided Google Sheets list in Quo - Reach the owner or whoever handles marketing decisions - Have a natural, low-pressure conversation about what we do and whether it might be a fit - Handle basic objections: not as a script, just as a conversation - Book qualified meetings on my Google Calendar (Google Meet) - Send follow-up emails using provided templates - Log all call outcomes in Excel with color-coded disposition (we have a simple system for this) --- What I'm looking for The tone of these calls needs to match the market. Western Montana is a small-town, word-of-mouth environment. Business owners here can smell a slick sales call from a mile away and hang up. What works is sounding like a real person having a real conversation, not reading a script, not rushing through a pitch, not hammering objections. You can hear some call examples in the attached calls You should be: - Experienced in cold calling or appointment setting - Comfortable talking to small business owners, not intimidated, not over-the-top - A good listener (this matters more than a good talker for this role) - Reliable and consistent. I need someone who shows up and makes the calls - Available during Mountain Time business hours - A native English speaker with a neutral accent and an approachable phone presence --- The process right now: The calling side of things is still getting dialed in. I have a reference script and a process, but I expect it to evolve in the first few weeks based on what you're hearing. I don't need perfection on day one. I need someone who can communicate clearly, flag what's working and what isn't, and help tighten the system as we go. --- Pay: - $25-$30 per hour base - $25 per qualified meeting booked - $200 bonus per closed deal (average is 1–2 per month) This is performance-based. Strong callers who book consistently will earn well for the hours worked. Commission can increase for higher qualified meetings --- Hours Starting at 5–10 hours per week. Room to grow based on results. --- Our market: Primarily Western Montana right now; Missoula, the Bitterroot Valley, Kalispell, Whitefish. We're building toward national expansion, but the core book of business is local and relationship-driven. --- To apply Tell me about a specific cold calling or appointment setting campaign you've personally worked on: - What industry - What you were selling or offering - Who you were calling - What your average booking rate was Don't skip this. Applications without it won't be considered.

Help build the sales engine for Maproom. Maproom is premium slides/presentation service, working with clients involved in research, AI systems, B2B, and technical architecture into high-quality slides used for investors, enterprise sales, strategy, and technical communication. We're looking for an ambitious, entrepreneurial person to become one of our first outbound growth hires. (Fully remote). Your job is simple: • Research high-quality companies/firms/clients that fit our ideal customer profile • Reach out to founders, executives, and marketing teams • Start conversations • Book qualified discovery calls, scheduled video demos -- You won't be asked to design presentations or close deals. Ideal Candidate: • Great at communicating, professional • Comfortable reaching out to people • Organized and reliable • Willing to learn • Interested in helping build something from the beginning Experience with cold email, LinkedIn outreach, lead generation, appointment setting, sales development, or marketing is a plus, but not required. --- Your responsibilities: • Research • Personalize outreach • Book qualified meetings Nice To Have: Sales Cold Email Lead Generation Marketing AI interest Communication Research

We are seeking an experienced AI Data Mining and Lead Generation Team to help us build and scale two distinct sales verticals through advanced AI prospecting, automation, data enrichment, and lead qualification. This is not a simple list-building project. We are looking for professionals who understand how to leverage modern AI tools, automation platforms, CRM systems, and data intelligence to identify qualified prospects, verify contact information, and create systems that consistently generate meetings and sales opportunities. Our goal is simple: Vertical #1: Custom Apparel Sales Through The Tee Shirt Store, we provide custom apparel solutions for: Schools Sports teams Churches Nonprofits Small businesses Corporate organizations Fundraising campaigns Events and conferences We need qualified buyers actively looking for custom apparel, screen printing, embroidery, promotional products, and branded merchandise. Vertical #2: Youth Entrepreneurship Education Through Education With A Profit, we deliver entrepreneurship education programs designed to help youth develop business, leadership, financial literacy, and entrepreneurial skills. We need introductions and meetings with: Youth organizations Community organizations Workforce development programs Nonprofits serving youth Corporate community outreach departments Foundations and grant-funded programs What We Need You To Build The ideal candidate or team will: AI Lead Generation Systems Develop AI-powered lead sourcing processes Build automated prospect identification workflows Create lead scoring systems Implement contact verification procedures Use data enrichment tools to improve lead quality Reduce manual prospecting through automation Qualified Lead Acquisition For Custom Apparel: Identify decision-makers responsible for apparel purchasing Verify contact information Capture buying signals Prioritize high-intent prospects For Entrepreneurship Education: Identify educational leaders and program decision-makers Locate grant-funded and budget-approved opportunities Identify organizations actively seeking youth programs Build targeted outreach databases Automation & CRM Integration CRM setup and optimization Automated lead routing Follow-up automation Meeting scheduling integration Reporting dashboards Pipeline tracking AI Outreach Optimization Email personalization systems Prospect segmentation Multi-channel outreach workflows Lead nurturing sequences Appointment-setting automation

We're an AI agent development, business automation, and quality assurance agency. We help businesses scale by building custom AI agents, automating their operations, and ensuring everything ships reliably. We're hiring a results-driven SDR to own our outbound engine. Your job: find high-fit prospects, start real conversations, and book qualified discovery calls for our Lead Architect. What You'll Do Prospecting & list building — Build targeted lead lists against our ICP using Apollo.io, LinkedIn Sales Navigator, and specialized databases. Outbound outreach — Run multi-channel sequences: personalized LinkedIn, strategic email, and the occasional voice note. Qualification — Filter for prospects with the technical complexity and budget that fit our AI, automation, and QA services. Appointment setting — Own the top of the funnel and book 2–3 qualified discovery calls per week. CRM management — Keep meticulous records of outreach activity and lead status. What We're Looking For 2+ years of B2B sales — Proven outbound track record, ideally with technical agencies, SaaS, or professional services. Technical literacy — You can confidently discuss AI agents, APIs, CRM workflows (HubSpot / ActiveCampaign), and business process automation (Zapier). Exceptional communication — You write concise, high-impact copy that cuts through the noise, and you lead with value instead of a hard sell. Tool proficiency — Hands-on experience with Apollo.io, LinkedIn Sales Navigator, and modern CRMs. Self-starter mentality — This is a remote, autonomous role. You'll manage your own volume and report on weekly KPIs. How to Apply Send a short note telling us: A recent outbound campaign you ran and the result. The tools you're fastest in. One line of cold outreach copy you'd send to a CTO at a mid-market company drowning in disconnected systems.

Hi, I run a small AI automation agency that builds lead response and workflow automation systems for med spas. I'm currently setting up my HIPAA-compliant infrastructure and need an experienced consultant to walk me through the process and make sure I'm doing it right. My current tech stack: • Retell AI (voice AI) vapi • Twilio (SMS) • n8n • Custom AI workflows for appointment follow-up, lead nurture, and review automation What I need from you: 1. A 1-2 hour consultation covering HIPAA compliance for AI automation workflows 2. Review of my current stack and identify any compliance gaps 3. Guidance on HIPAA-compliant data architecture — how PHI should flow through my systems safely 4. Advice on what to log, what not to log, and how to configure n8n workflows to avoid PHI exposure 5. Recommendations on any additional safeguards I should have in place 6. Answering my questions in plain language — I'm technical but not a compliance expert Ideal candidate: • Experience with HIPAA compliance in SaaS, healthcare tech, or AI systems • Familiar with Business Associate Agreements (BAAs) • Has worked with small agencies or startups in the healthcare-adjacent space • Can explain things clearly without unnecessary legal jargon • Healthcare attorney or certified HIPAA compliance officer is a plus but not required This is likely a 2-3 hour engagement to start with potential for ongoing advisory work as my agency grows into the med spa niche. Please include in your proposal: • Your background with HIPAA compliance • Any experience with AI or automation tools in healthcare settings Looking forward to hearing from you.

# Build and Launch a B2B Lead Generation Funnel for Most Loved Workplace® Certification We need a hands-on B2B lead generation operator to build, launch, test, and improve one working funnel for Most Loved Workplace® Certification and Best Practice Institute. All proposals must be submitted through Upwork. Do not contact us outside Upwork. Any external outreach, direct email, LinkedIn message, or attempt to bypass Upwork will result in immediate disqualification. The goal is simple: **Create qualified sales appointments with CHROs, Heads of Talent, CPOs, Employer Brand leaders, HR Communications leaders, HR leaders, and CMOs.** This is not a strategy-only role. This is not a discovery project. This is not a brand audit. We need someone who can build, launch, measure, fix, and improve a funnel until it produces real appointments. Relevant pages: https://bestpracticeinstitute.org/most-loved-workplace-certification https://bestpracticeinstitute.org/how-most-loved-workplace-works These pages provide context for Most Loved Workplace® Certification and Best Practice Institute. The project is not to simply send traffic to an existing page. The project is to build or direct a separate conversion-focused funnel that creates qualified sales appointments. ## What You Will Build You will build one complete B2B lead generation funnel from first touch to booked appointment. This includes: * Target list and audience setup * Landing page or diagnostic offer page * Cold email and follow-up sequences * Apollo.io campaign setup * HubSpot tracking, routing, and reporting * Calendar booking path * Basic retargeting plan or setup * Simple sales handoff materials * Reporting on leads, replies, booked calls, qualified calls, and source quality * Continuous testing and improvement based on real metrics ## Tools and Systems We Use We use: * HubSpot * Apollo.io * Loom * WordPress / Elementor * Floot AI / vibe-coding tools * Lovable * Custom lead-generation and competitive-intel workflows * AI-assisted and no-code/low-code production tools * Custom CertCheck tool: https://certcheck.mostlovedworkplace.com CertCheck is not the landing page for this project. It is an internal certification intelligence, content generation, competitive intelligence, and proposal-support tool that can help inform follow-up, qualification, certification fit, and proposal messaging once a company becomes a lead. You do not need to use every tool we mention. We want the best path to qualified appointments, not someone blindly following a checklist. The right person should be able to look at our tools, the buyer, the offer, and the goal, then recommend the fastest clean path to a live funnel with real tracking, real testing, and real booked sales conversations. ## Paid Media Paid media, including LinkedIn Ads, may be part of the funnel, but we do not want someone blindly spending money before the message is tested. The first priority is to prove which audience, pain point, offer, and call to action creates qualified appointments. That may start with Apollo.io, cold email, existing lists, landing pages, HubSpot tracking, and retargeting. Once there is evidence that a message is working, we are open to LinkedIn Ads, Google Search, and retargeting to scale what is already showing traction. We want someone who can recommend the right channel based on speed to qualified conversations, not someone who defaults to ad spend without proving the funnel. We are not looking for someone who needs months to build a landing page or connect basic systems. We move fast and expect the right person to use modern tools to get campaigns live quickly. You must be able to personally execute the work. This is not for someone who only manages other people, sends tasks to a team, or produces recommendations without building. ## Proposal Requirement In addition to answering the questions below, include a short Loom or video walkthrough, 3–5 minutes maximum, explaining how you would approach the first 14 days of this project. In the video, walk through: * What you would do first * What you would build by Day 7 * What you would launch by Day 14 * How you would use HubSpot and Apollo.io * How you would use AI-assisted, no-code, low-code, or vibe-coding tools to move faster * What metrics would tell you whether the funnel is working ## What Success Looks Like Success is not a strategy deck, a pretty landing page, or a long audit. Success means: * The funnel is live * Leads are being contacted * Prospects are responding * Appointments are being booked * Qualified sales conversations are happening * HubSpot shows source, status, and follow-up * The funnel is being improved based on real data The first engagement is a 30-day sprint. Continued work depends on execution speed, quality of leads, booked appointments, qualified conversations, reporting clarity, and ability to improve the funnel. ## What This Is Not This is not for: * Strategy-only consultants * Agency account managers * Brand marketers * Social media posters * Graphic designers * Generic SEO writers * People who need weeks of discovery before building * People who create decks instead of pipeline * People who cannot personally build and launch campaigns Stay inside the lines: **build the funnel, launch it, measure it, improve it, and create qualified appointments.** ## Required Proposal Response To be considered, answer these questions: 1. What exactly would you do in the first 48 hours? 2. What would you build by Day 7? 3. What would you launch by Day 14? 4. What B2B funnel have you personally built that created qualified appointments? 5. What tools did you use? 6. How would you use HubSpot and Apollo.io for this project? 7. How would you use AI-assisted or no-code/low-code tools to move faster? 8. What metrics would you track weekly? 9. What would you need from us to launch the first test quickly? Start your proposal with this sentence: **“I build B2B funnels that create booked sales conversations.”** We are hiring for ownership of the project outcome, not someone who starts the conversation by asking how many hours they can bill. We expect a serious operator to understand the project, propose the fastest path to a working funnel, and then estimate the time required based on the work. This will begin as a focused 30-day sprint, likely 10–20 hours per week depending on the plan, speed, and execution needs. Continued work depends on results. Generic proposals, agency proposals, and proposals that do not show a clear first 14-day execution plan will be ignored.

Project Type: Fixed Price Budget: $250-$500 Overview I'm the founder of Pallm Tech LLC, a software and automation company focused on workflow automation, operational systems, and AI-enabled software. We've developed LawOps, an Estate Planning Operations Platform built specifically for estate planning law firms. Before applying, please review: https://lawops.app LawOps is the Operating System for Estate Planning Firms. Track. Automate. Optimize. The platform helps estate planning firms improve operational visibility, automate workflows and client communication, identify bottlenecks, increase capacity, and create a better client experience throughout the estate planning lifecycle. Project Objective - Generate 5 qualified discovery calls with estate planning law firms. This is a pilot engagement intended to validate outreach channels, messaging, and market interest. If successful, this may lead to an ongoing relationship. ==Definition of a Qualified Discovery Call== A qualified discovery call must meet ALL of the following criteria: - Estate planning focused law firm - Minimum 3 employees - Owner, Partner, Attorney, Firm Administrator, Operations Manager, or other decision-maker involved - Prospect understands the purpose of the meeting - Prospect agrees to a live discovery/demo conversation regarding LawOps - Prospect attends the scheduled meeting - Meeting lasts at least 15 minutes - The goal of this engagement is not booked meetings. - The goal is attended discovery conversations with qualified prospects. - Leads, contact lists, email addresses, booked meetings that no-show, or meetings attended by non-decision makers do not count toward the project objective. - Project completion will be based on 5 attended and qualified discovery calls. - I would rather have 5 attended discovery calls than 50 leads. Quality matters far more than quantity. Responsibilities - Build target account list - Research firms and decision makers - Develop outreach messaging - Execute outreach - Schedule qualified discovery calls - Track outreach activity and results Ideal Experience Experience with one or more of the following: - B2B SaaS - Legal Technology - Practice Management Software - Workflow Software - Vertical SaaS - Business Development - Lead Generation - Appointment Setting Experience working with law firms is strongly preferred. To Apply After reviewing LawOps.app, please answer: 1. In your own words, what is LawOps? 2. How would you identify ideal target firms? 3. What outreach channels would you use first? 4. Share examples of similar lead generation or appointment-setting projects you have completed. 5. How many qualified discovery calls do you believe are realistic within this budget? Generic proposals will not be considered.

Sales Director Needed for Legal Marketing Agency — Commission Only We are looking for a commission-only Sales Director to help grow our legal marketing agency. We work with law firms on social media, SEO/GEO, Google Ads, Meta Ads, websites, video, AI automations, and full client-acquisition systems. We are looking for someone who understands high-ticket agency sales, law firm decision-makers, and modern lead acquisition funnels. This is not a basic appointment-setting role. We need someone who can help manage and improve the sales system around our existing and future callers, lead sources, follow-up process, booking strategy, and closing pipeline. The right person should be able to look at our current sales operation and help us make it sharper, more accountable, and more scalable. Responsibilities include: Managing and overseeing lead follow-up from caller(s) and appointment setters Making sure leads are being contacted, followed up with, and moved through the pipeline Building and improving traditional acquisition funnels Exploring emerging acquisition funnels for agency growth Helping create systems for booked consultations, nurture, retargeting, and follow-up Reviewing call notes, lead quality, show rates, and sales outcomes Helping improve scripts, offers, follow-up sequences, and sales positioning Supporting Meta Ads funnel strategy for high-ticket agency bookings Helping us generate qualified calls with law firms and legal business owners Keeping the team accountable to daily and weekly sales activity Recommending new channels, campaigns, partnerships, and outbound strategies We are especially interested in someone who understands: High-ticket agency sales Meta Ads funnels Legal marketing or professional services marketing Appointment-setting systems Sales pipeline management Retargeting and nurture funnels Outbound follow-up strategy CRM discipline Offer positioning Closing or helping close $4,000–$15,000+/month service packages This role is commission only. We are open to discussing the exact commission structure with the right person, but the goal is simple: if you help us bring in qualified law firm clients, you should be paid well for it. This may be a strong fit if you are already experienced in sales leadership, agency growth, or paid acquisition funnels and want upside instead of a fixed hourly role. You should be comfortable working independently, reviewing what is happening in the sales pipeline, holding callers accountable, and helping us turn more leads into booked strategy calls and closed deals. To apply, please include: Your experience with high-ticket agency sales Your experience with Meta Ads funnels or paid acquisition funnels Any experience selling to law firms, professional services, or local businesses How you would manage caller follow-up and pipeline accountability Your preferred commission structure Examples of sales systems, funnels, or teams you have helped improve We are not looking for someone who just says “I can generate leads.” We are looking for a sales leader who can help us build a better acquisition machine: better follow-up, better booked calls, better funnel strategy, better accountability, and more signed clients for our agency.