- Hourly: $35.00 - $70.00
- Intermediate
- Est. time: 1 to 3 months, Less than 30 hrs/week
# Zapier & AI Automation Specialist for Growing Coffee Catering Company ## Overview Pretty Good Coffee Company is a premium mobile coffee catering company based in Raleigh, NC. We serve corporate events, employee appreciation events, universities, weddings, brand activations, and private events throughout North Carolina. We're looking for an experienced automation specialist to help us build practical systems using Zapier, AI tools, Gmail, and our existing software stack. Our goal is not simply to automate tasks. We want to create systems that improve client experience, increase sales conversion, reduce administrative workload, and help us scale operations without sacrificing hospitality. ## Primary Project: Quote Follow-Up Automation Our highest priority is building an automated quote follow-up system. Current workflow: * Lead submits inquiry * Quote is created and sent through booking platform * Follow-up is currently handled manually Desired workflow: * Detect when a quote is sent * Extract relevant quote details * Use AI (Google AI Studio/Gemini) to generate personalized follow-up emails * Create Gmail drafts (not auto-send) * Trigger additional follow-ups after specific time periods * Maintain a natural, human, hospitality-focused tone We have already begun building this workflow but need an expert to finish and optimize it. ## Future Automation Opportunities After the initial project, we'd like help building additional automations such as: ### Sales * Lead response automation * Quote follow-up sequences * Lead scoring and prioritization * Client re-engagement campaigns * CRM updates and pipeline tracking ### Operations * Automatic event briefs * Staff communication workflows * Event assignment notifications * Calendar and scheduling automations * Inventory forecasting ### Marketing * Review request automation * Testimonial collection * Client nurture campaigns * Social media/content workflows * Monthly reporting dashboards ### Executive Reporting * Weekly business summaries * Lead tracking * Conversion reporting * Revenue dashboards * Operational KPI reporting ## Current Tech Stack * Flashquotes * Zapier * Gmail / Google Workspace * Google AI Studio (Gemini) * Google Sheets * Google Drive Additional platform recommendations are welcome if they simplify operations. ## What We're Looking For * Strong Zapier experience * Experience with AI integrations (Gemini, OpenAI, Claude, etc.) * Experience troubleshooting API and webhook workflows * Ability to think through business processes, not just build automations * Clear communication and documentation * Ability to recommend simpler solutions when appropriate ## To Apply Please include: 1. Examples of similar automation projects you've built. 2. Your approach to quote follow-up and sales automation. 3. Your preferred hourly rate or fixed-price estimate for the initial project. 4. Any recommendations you would make based on the information above. We're looking for a long-term automation partner, not just a one-time freelancer.
- Fixed price
- Expert
- Est. budget: $10,000.00
AI Automation Engineer – Personal Injury Law Firm (Phase 1) Overview We are a plaintiff personal injury law firm seeking an experienced AI automation engineer to build a practical AI-powered operations system that reduces administrative workload and improves case management. Firm Profile: - 1 Attorney - 1 Legal Assistant - Approximately 100 Active Cases - Approximately 25 Cases in Litigation We are not looking for chatbots, prompt engineering, or marketing automation. We are seeking a builder who can deploy production-grade workflow automation integrated with our existing systems. --- Existing Technology Stack - CASEpeer - Supio - Gmail (Google Workspace) - Google Calendar - Google Drive - Claude - ChatGPT - CoCounsel - PLAUD --- Phase 1 Objective Build a Daily Case Command Center and Follow-Up System. The goal is to ensure that every morning the attorney knows exactly which files require attention and why. --- Deliverable #1: Daily Case Command Brief Generate a daily briefing containing: Litigation Matters - Upcoming depositions - Discovery deadlines - Hearings - Expert deadlines - Outstanding litigation tasks Pre-Litigation Matters - Treatment complete but no demand - Missing medical records - Records requests outstanding more than 21 days - Demands pending more than 30 days - Settlement checks outstanding Communications - Unanswered client emails - Unanswered adjuster emails - Unanswered defense counsel emails - Communications requiring attorney attention Case Velocity - Stale files - Cases with no recent activity - Recommended next actions --- Deliverable #2: Gmail Intelligence The system should: - Monitor designated Gmail inboxes and labels - Identify case-related emails - Extract action items - Detect deadlines - Identify follow-up opportunities - Draft suggested responses --- Deliverable #3: Follow-Up Automation Generate draft communications for approval: - Medical records requests - Provider follow-ups - Adjuster follow-ups - Client status updates - Scheduling communications No communication should be sent automatically. Human approval is required before sending. --- Deliverable #4: Calendar & Reminder Automation Create and manage: - Follow-up reminders - Litigation reminders - Discovery reminders - Records request reminders - Suggested calendar events --- Deliverable #5: CASEpeer Integration Where supported by available integrations/APIs: - Create tasks - Create notes - Associate communications with matters - Maintain activity history --- Technical Requirements Required: - n8n - Python - OpenAI API - Anthropic API - Gmail API - Google Calendar API - Google Drive API - REST API integrations Strongly Preferred: - LangGraph - LangSmith - Google Workspace administration - Salesforce integrations - CASEpeer, Clio, or Filevine experience - Legal technology experience - HIPAA or regulated-data experience --- Security Requirements - Human approval before external communication - Activity logging - Error handling - Retry mechanisms - Secure credential management - Documentation of workflows --- What Success Looks Like The system should: - Reduce administrative workload - Improve follow-up consistency - Reduce stale files - Improve litigation oversight - Improve case visibility - Provide a daily prioritized action plan --- Application Requirements Please include: 1. Similar workflow automation projects you have completed. 2. Experience with n8n and AI workflow automation. 3. Experience integrating Gmail and Google Workspace. 4. Experience integrating CRM or case-management systems. 5. Proposed architecture for this project. 6. Estimated timeline. 7. Estimated fixed-fee budget. Begin your application with: CASECOMMAND Applications without this keyword will not be considered. --- Budget Expected Phase 1 Budget: $8,000–12,000 Preference will be given to candidates who can demonstrate production deployments rather than proof-of-concept or prompt-engineering projects.
- Fixed price
- Intermediate
- Est. budget: $250.00
We are a growing tax and bookkeeping firm located in Central Florida, serving individuals, small businesses, entrepreneurs, and international clients. We are looking for an AI Automation & Local SEO Specialist to help us improve client acquisition, automate repetitive processes, strengthen our online presence, and identify growth opportunities. This is an initial 2–3 month project with the possibility of a longer-term relationship if results are achieved. Our goals include: • Improving local SEO and Google Business Profile performance • Identifying opportunities to generate qualified leads • Implementing practical AI automations for our operations • Improving website performance and user experience • Automating lead follow-up and client communication • Recommending tools, systems, and processes that can help us scale efficiently • Helping us leverage AI to improve productivity and customer experience Important: We are NOT looking for someone to create social media posts or manage Instagram accounts. We are looking for a problem solver who can help us build systems, improve visibility, automate processes, and generate measurable business results. Preferred Qualifications: • Experience with Local SEO and Google Business Profile optimization • Experience with WordPress websites • Experience with AI tools, ChatGPT, OpenAI, Claude, AI agents, or business automation • Experience with lead generation systems and marketing funnels • Experience with CRM platforms and workflow automation • Experience working with accounting, tax, legal, financial, or other professional service firms is a plus • Spanish is a strong plus, since many of our clients are Spanish-speaking. Candidates who can communicate in both English and Spanish will receive special consideration. When Applying, Please Answer: 1. What similar projects have you completed? 2. What would be the first three improvements you would recommend for a tax and bookkeeping firm like ours? 3. What AI, automation, or SEO tools do you typically use? 4. Please provide examples of measurable results you have achieved for previous clients. 5. Why do you believe you would be a good fit for this project? We are looking for someone who can think strategically, execute effectively, and help us build systems that support long-term growth.
- Hourly: $50.00 - $100.00
- Expert
- Est. time: 1 to 3 months, 30+ hrs/week
Title: Backend Developer — AI Data Pipeline, Vector DB & Real-Time Push API Post: We are building an automated backend system that continuously crawls public web sources, processes and indexes content using AI, and delivers updates via webhooks. Looking for someone who has built this type of system before and can move fast. NDA required before project details are shared. What you’ll build: • Web crawler network —. • AI processing pipeline — cleans, deduplicates, chunks, and embeds ingested content into a vector database using an LLM embedding model. Quality scoring and incremental updates required. • Push API — monitors for significant content changes and delivers updates via webhook endpoints automatically. Includes configurable push schedules per subscriber, REST query endpoint, API key authentication, and token usage tracking per key. Tech stack (flexible — use what you know best): • Python (FastAPI) or Node.js • Any vector DB — Pinecone, ChromaDB, Supabase • Any LLM API — Anthropic or OpenAI • Any scheduler — n8n, APScheduler, cron • Redis for queue management • Railway, Render, or AWS for deployment Requirements: • NDA signed before kickoff — non-negotiable • Must have built RAG pipelines or vector DB systems in production — not tutorials • Must have experience with web crawlers and scheduled job pipelines • Must have experience with webhook delivery systems • GitHub or portfolio showing relevant deployed work required • 95%+ Job Success Score preferred • Individual contractors only — no agencies To apply include: • Example of a similar system you’ve built — web crawler, RAG pipeline, or push notification API • Your preferred stack for this type of build • Brief technical approach in 3–5 sentences • Hourly rate and availability to start Budget: $50–$80/hr Timeline: 3 weeks — focused sprint with daily check-ins
- Hourly: $75.00 - $100.00
- Expert
- Est. time: 1 to 3 months, Less than 30 hrs/week
Title: Senior RevOps / Lifecycle Marketing Consultant Needed to Design Recruiting Lead Lifecycle & Automation Strategy We are one of the fastest-growing insurance distribution organizations in North America and are seeking a highly experienced RevOps, Lifecycle Marketing, or Marketing Automation consultant to help design our end-to-end recruiting lead lifecycle. This is NOT a campaign management role. This is a strategic architecture and process design engagement. Our organization generates thousands of recruiting leads each month through multiple channels (Indeed, job boards, paid media, referrals, reactivation campaigns, etc.). We need an expert to help us design the ideal candidate journey from first inquiry through hiring, onboarding, activation, leadership development, and long-term re-engagement. Project Goal Create a comprehensive Recruiting Lifecycle Blueprint that defines: • Lead stages • Candidate journey • Communication strategy • Automation workflows • Ownership and accountability • CRM architecture • Reporting and KPIs Deliverables 1. Candidate Lifecycle Architecture Design the complete lifecycle including: * New Lead * Contact Attempt * Engaged Prospect * Interview Scheduled * Interview Completed * Hired * Licensed * Code Ready * Activated (First Sale) * Future Leader * Inactive Agent * Reactivation Prospect For each stage define: * Entry criteria * Exit criteria * Required actions * Success metrics 2. Communication Strategy Design communication cadences for: * Phone calls * SMS * Email * AI-assisted communication * Human follow-up Provide recommendations on: * Order of operations * Timing * Frequency * Escalation rules * Best practices 3. Workflow Design Create workflow maps for: * New lead response * No response follow-up * Interview nurture * Licensing nurture * Activation nurture * Leadership development * Long-term recruiting nurture * Reactivation campaigns Include branching logic and trigger recommendations. 4. Long-Term Nurture Strategy One of the most important components of this project. We want recommendations for maintaining relationships with recruiting leads for months and years. Examples: * Monthly nurture * Quarterly nurture * Success stories * Career updates * Event invitations * Re-engagement campaigns Define how leads should move between active recruiting and long-term nurture. 5. CRM & Automation Architecture Review and recommend architecture for: * HubSpot * Salesmsg * Zapier * Smartlead * AI communication tools We are looking for process design and architecture recommendations, not necessarily implementation. 6. KPI Framework Define reporting recommendations including: * Speed-to-lead * Contact rate * Interview rate * Hire rate * Licensing rate * Activation rate * Code rate * Long-term conversion metrics * Reactivation metrics Ideal Experience Strong preference for candidates who have built lifecycle systems for: * Recruiting organizations * Insurance organizations * Mortgage organizations * Real estate organizations * Franchise development * High-volume sales recruiting * Large-scale lead generation funnels Required Experience * RevOps * Lifecycle Marketing * CRM Architecture * Marketing Automation * HubSpot or Salesforce * SMS and Email Automation * Lead Nurture Systems Please provide examples of similar lifecycle architecture projects you have designed and the results achieved. This project is strategy-first. We are looking for someone who can help us design the blueprint that will drive our recruiting operation for the next several years.
- Hourly: $70.00 - $100.00
- Expert
- Est. time: 1 to 3 months, Less than 30 hrs/week
Custom iPad Client Closeout, Feedback & Review Automation Platform Developer Project Overview We are a high-end residential design-build firm seeking a developer to create a custom iPad-based client closeout platform. The system will be used during final project walkthroughs to conduct a structured satisfaction survey, capture referrals and testimonials, generate personalized AI-powered review content, and guide homeowners through the Google Review submission process. Our goal is to create a seamless, professional experience that increases client engagement, captures valuable feedback, improves our online reputation, and strengthens long-term client relationships. This project will be used by our team in homeowners' residences during project closeout meetings and should be designed to be simple, intuitive, and completed in just a few minutes. Desired Workflow 1. Team member conducts an in-person closeout survey with the homeowner. 2. Responses are entered into the iPad application. 3. The system evaluates client satisfaction and identifies highly satisfied clients. 4. AI generates a personalized review draft based on the client's actual responses. 5. The client reviews and edits the review if desired. 6. The client enters or confirms their Google account information. 7. The system directs the client to our Google Review page and facilitates the review submission process. 8. Survey results, testimonials, referral opportunities, and review data are stored in a database and/or Google Sheets. Survey Questions The application should allow us to customize and modify survey questions over time. Initial questions may include: Overall Satisfaction * How satisfied are you with your overall experience? * Did the completed project meet or exceed your expectations? * Would you hire us again for future projects? Communication * Were we responsive to your questions and concerns? * Did you feel informed throughout the process? Design & Construction Experience * Were you satisfied with the design process? * Were you satisfied with the quality of workmanship? * Did our team effectively solve challenges that arose during the project? Referrals & Advocacy * Would you recommend us to friends or family? * Would you be willing to provide a referral? * Would you be willing to participate in a future case study or testimonial? Marketing Permissions * May we use photos of your project in our marketing materials? * May we use portions of your testimonial or review in our marketing materials? AI Review Generation Based on survey responses, the application should generate a natural, authentic review draft. Example: "Working with Marvista Design + Build was a wonderful experience. Their team was responsive, professional, and highly organized throughout the entire process. We especially appreciated their communication, attention to detail, and commitment to quality. The finished project exceeded our expectations, and we would gladly recommend them to anyone considering a remodeling project." The generated reviews should vary in language and structure so they feel authentic and personalized. Additional Features Testimonial Capture * Collect written testimonials * Optional voice-to-text testimonial entry * Store testimonials in a searchable database Referral Capture * Identify clients willing to refer others * Capture referral contact information * Track referral opportunities Net Promoter Score (NPS) * Include NPS scoring * Flag dissatisfied clients for internal follow-up * Prevent unhappy clients from being directed toward public review requests Reporting Dashboard * Review completion statistics * NPS tracking * Referral tracking * Testimonial tracking * Historical reporting Data Storage Preferred integrations include: * Google Sheets * Google Workspace * Airtable * Cloud database solutions We are open to recommendations. Technical Requirements We are open to the developer's recommendation regarding architecture and technology stack. Potential solutions include: * Native iPad application * React Native * Flutter * Progressive Web Application (PWA) * OpenAI API integration * Google Workspace integration * Airtable integration The solution should be easy to maintain and scalable for future enhancements. Future Vision This is intended to become Phase 1 of a broader client experience platform that may eventually include: * Automated review campaigns * Referral management * Client for Life program tracking * Testimonial library management * CRM integration * Marketing automation We are looking for a developer who can help us think strategically about the long-term roadmap, not simply build the initial application. Ideal Freelancer We are looking for someone who: * Has experience building custom business applications * Has experience with AI integrations * Has experience with survey platforms and workflow automation * Understands user experience and interface design * Can recommend the best technical approach * Can build scalable solutions that can evolve over time When Applying, Please Include 1. Examples of similar applications you have built. 2. Experience with AI-generated content and OpenAI integrations. 3. Experience with Google Workspace, Airtable, or CRM integrations. 4. Your recommended technical approach for this project. 5. Estimated timeline and budget range. 6. Any suggestions for improving the workflow described above. We are less concerned with a specific technology stack and more interested in finding the right development partner who can help us create an exceptional client experience.
- Hourly
- Intermediate
- Est. time: Less than 1 month, Hours to be determined
We are looking for a Mid- Level Copywriter who excels at crafting story-led, integrated brand campaigns across every channel—from print and video to OOH, digital, social, and direct marketing. This is a hands-on, creative role where precision meets energy, grounded in our brand voice but always pushing boundaries. As part of the Brand & Creative team, you’ll partner closely with brand managers and designers to concept and execute campaigns that simplify the complex, connect emotionally, and drive business impact. This role is perfect for a seasoned writer who brings confidence, clarity, and creativity to every assignment—whether it's a launch campaign or a radio spot. Key Responsibilities: - Write compelling copy for a wide range of channels: digital, video, broadcast, OOH, radio, internal comms, and branded content - Develop campaign concepts in collaboration with designers and brand managers - Translate complex ideas into engaging, on-brand messaging across platforms - Maintain and evolve the brand voice, messaging hierarchy, and storytelling framework - Support campaign launches and ongoing initiatives with high attention to detail and creative polish - Stay current with cultural trends, industry shifts, and emerging tools—especially in AI and automation Qualifications: - Bachelor's degree (required) - 4+ years of copywriting experience within an agency, studio, or in-house creative team - Portfolio demonstrating conceptual thinking and polished writing across formats - Deep understanding of brand storytelling, campaign structure, and messaging strategy - Experience writing for a mix of formats including print, social, digital, and broadcast - Excellent collaboration skills and a proactive, team-first attitude - Curiosity about how writing workflows are evolving, including AI and automation - Must be at least 18 years old and legally authorized to work in the U.S.
- Hourly: $30.00 - $80.00
- Intermediate
- Est. time: More than 6 months, 30+ hrs/week
We're Endpoint Automation Solutions, a 35-year-old warehouse management software company serving mid-market manufacturers and distributors. We have a powerful brand guide, strong social templates, and a CEO with a backlog of great podcast and video interviews sitting on the shelf. What we don't have yet is someone showing up every day to bring it all to life on LinkedIn. This is that role. It's ongoing, fully remote, and roughly 1–2 hours a day, but the hours matter less than the rhythm. We need someone who treats LinkedIn as a place to stay active and engaged, not somewhere you post once and log off. What you'll do every day: - Engage live on LinkedIn — comment on competitor content, monitor what they're putting out, and join the conversations our audience is already having - Repost and add smart commentary to supply chain and manufacturing operations thought leaders - Turn our CEO's existing video and podcast interviews into fresh, original posts — clipping, repurposing, and reframing footage we've already captured - Amplify and elevate the content our own employees are creating - Ghostwrite for our CEO as needed - Announce press releases and company news as it happens What we're looking for: Writing is the heart of this role. You need to sound like a real person who gets warehouse and manufacturing operators and you need to be able to write convincingly in someone else's voice when you're ghostwriting for our CEO. A creative eye still matters, but with our brand guide and templates doing a lot of the heavy lifting, we're weighting writing over design here. We also want someone fluent and curious with AI tools. We work heavily in AI-assisted workflows, and we want a teammate who's already thinking about how to use these tools to produce more and better content across both social and, eventually, our blog. The blog is just getting started, so blog experience is a bonus, not a requirement. Strong candidates have: - 3+ years in B2B social or content marketing - Real LinkedIn expertise - algorithm, engagement, and employee advocacy - Comfort and creativity with AI tools (ChatGPT, Claude, and similar; experience with tools like Jasper, Copy.ai, or StoryChief is a plus) - A creative eye and Canva skills (!!) - Manufacturing, supply chain, or industrial SaaS experience is a plus, not required - most applicants won't have it, and that's fine. We're looking for someone who can immerse in an unfamiliar industry fast. Logistics: Fully remote, worldwide. Ongoing engagement, ideally 2 hours per day, at $XX/hr. You'll work directly with senior marketing leadership. To apply: Send a brief note about your B2B social experience and a link to your portfolio or LinkedIn content examples. If we can't see visual or written examples of your work, we won't be able to move forward. Thanks for taking a look!
- Hourly: $15.00 - $20.00
- Expert
- Est. time: More than 6 months, 30+ hrs/week
Build and manage campaigns in Instantly.ai Write and optimize cold email sequences (high reply rates) Segment and clean lead lists (trade shows, inbound, etc.) A/B test subject lines, messaging, and offers Manage inbox rotation, sending limits, and warm-up Deliverability & Infrastructure Set up and manage domains + inboxes Ensure high deliverability (SPF, DKIM, DMARC, warming) Monitor spam rates, domain health, and sender reputation Optimize open rates and inbox placement Build automated follow-up sequences Improve response handling and reply conversion Support email marketing to existing customers (upsell/cross-sell campaigns)
- Hourly: $65.00 - $100.00
- Expert
- Est. time: 1 to 3 months, Less than 30 hrs/week
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.