PrimeSource Branding helps organizations with custom apparel, promotional products, signage, online stores, kitting, and branded merchandise programs. We are looking for a part-time Business Development Coordinator to help us identify and connect with schools, colleges, municipalities, nonprofits, healthcare organizations, and local businesses that have recurring needs for branded merchandise. This role is ideal for someone organized, professional, and comfortable with research, email outreach, phone follow-up, and CRM tracking. The goal is to help us start conversations with qualified organizations, not pressure people into quick sales. Responsibilities include researching target accounts, finding decision makers, building contact lists, sending approved outreach messages, following up with prospects, tracking activity, and helping schedule introductory calls or quote opportunities. Ideal experience includes business development, sales support, marketing coordination, appointment setting, customer service, recruiting, fundraising, event planning, or administrative support. Hourly rate negotiable. Bonuses for each qualified meeting booked Bonus for a first order Bonus for reactivating dormant accounts

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

Overview We're looking for an expert Webflow developer (with strong CMS experience) to be our go-to person for ongoing website support. This is a long-term, as-needed engagement — not a full-time role. Your job is to keep our site running smoothly and help us continue building it out correctly over time. Our setup Our site was built in Webflow by a design agency. The front end is functional, but the underlying build — the class structure, CMS, and custom code — is difficult for our team to edit or extend on our own. We need someone who understands how a Webflow site is architected under the hood, not just the visual builder — someone who can confidently work inside a site they didn't build, clean up what's fragile, and extend it without breaking things. What you'll do: • Ongoing site maintenance and general upkeep in Webflow • Fixes and bug resolution as issues come up • Customizing and designing pages and components to match our vision • Implementing new layouts, sections, and design changes • Ensuring the site stays responsive, fast, and consistent across devices • Occasional custom code (HTML/CSS/JS) and integrations as needed What we're looking for: • Expert-level Webflow — not just the Designer canvas, but the underlying structure: clean, scalable class systems, CMS collections, complex interactions, and reusable components • Ability to work with (and clean up) a site someone else built — refactoring messy or hard-to-edit structure • Custom code fluency: HTML/CSS/JavaScript embeds, and third-party integrations (forms, analytics, [HubSpot/your CRM]) • Strong UI/UX sensibility — can both design and build Reliable, fast turnaround and clear, timely communication Engagement: • Long-term (6+ months), ongoing as-needed support — not a full-time role • Hourly, within the $51–$80/hour range Please share relevant Webflow projects or a portfolio, and a short note on your availability for ongoing/on-call work.

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.

We currently have a simple PipeDrive setup, about 200 companies, 1-2K contacts, 100 leads. We are small, will have approx. 5 users. We are looking for someone to help us setup HubSpot correctly, train us and to build a long term relationship to support us as we become more advanced users. Help us to import the contact information (don’t need the emails) from PD. Integrate HubSpot into our environment, Google Workspace, Slack, Asana. Setup custom reports (our sales include a fixed cost setup component and a multi months/year subscription component). In PD we have never successfully been able to forecast our revenue by month over multiple years. Initial marketing is B2B, with small, targeted LinkedIn and email campaigns. We need a standard simple workflow. Service, we want to start with simple ticket system, to track, manage user requests, about 10-20 per day, not much. What do you suggest is the best way to work together, what is your overall cost estimate?

KlientBoost is looking for a part-time freelance Conversion Tracking Specialist to help with the hands-on implementation and QA of online and offline conversion tracking across our client accounts. This is a focused, individual-contributor engagement with no people management, ideal for a tracking expert who can move quickly, work independently, and get measurement set up correctly the first time. You'll plug into our paid media and account teams to scope, build, and troubleshoot conversion tracking across Google Ads, Meta, LinkedIn, Microsoft Ads, and other channels, including CRM-to-platform pipelines for offline conversions. Responsibilities Implement and QA online conversion tracking across Google Ads, Meta, LinkedIn, Microsoft Ads, and other paid channels Set up and maintain offline conversion tracking, including CRM-to-ad-platform data flows via tools like HubSpot, Salesforce, and Zapier (CSV uploads and API-based ingestion) Build and manage GTM containers, custom triggers/variables, and consent mode configurations Troubleshoot tracking discrepancies and validate data accuracy end-to-end before handoff Required Skills & Expertise Conversion tracking: end-to-end implementation and QA across major ad platforms (Google, Meta, Microsoft, LinkedIn) Offline conversion tracking: CSV uploads, API-based data ingestion, and CRM-to-platform pipelines Google Tag Manager: container management, custom triggers/variables, consent mode HubSpot: CRM integration, lead tracking, and ad platform sync Zapier (or equivalent workflow automation tools)

We are looking for an experienced Full Stack Developer to help build and enhance a custom business web application with admin dashboard functionality, user management, API integrations, database-driven features, and a modern responsive frontend. This is not a SaaS project. The application is a custom internal/business platform designed to improve operations, manage users, organize data, connect third-party services, and provide a clean dashboard experience for internal teams and business users. The ideal developer should be comfortable working across the full stack, from frontend UI development to backend API architecture, database structure, authentication, role-based access, third-party integrations, and deployment support. Key responsibilities include: • Build and improve custom web application features • Develop clean, responsive frontend interfaces • Create and enhance admin dashboard functionality • Implement user management and role-based access control • Build secure backend APIs and database-driven workflows • Connect third-party APIs and business tools • Create forms, filters, tables, reports, and dashboard views • Improve application performance and user experience • Work with authentication, authorization, and protected routes • Support deployment and final project handoff • Document completed work and technical decisions Required skills: • Full Stack Development • Web Application Development • React.js • Next.js • Node.js • Express.js • TypeScript • JavaScript • REST API Development • API Integration • Admin Dashboard Development • User Management • Role-Based Access Control • Database Management • PostgreSQL / MongoDB / MySQL • Responsive Web Design • Git / GitHub Nice to have: • Experience building business management platforms • Experience with internal tools and admin dashboards • Experience with CRM, payment, email, or third-party integrations • Experience with AWS, Docker, CI/CD, or deployment workflows • Strong understanding of clean, scalable application architecture • Ability to work independently and provide clear progress updates Project expectations: We are looking for someone who can take ownership of assigned features, understand business requirements, and deliver clean, maintainable, production-ready work. The right developer should be able to think beyond individual tasks and help suggest better ways to structure features, improve workflows, and create a more reliable application. This project may include ongoing work if the initial collaboration goes well, including additional features, dashboard improvements, API integrations, automation workflows, and long-term application enhancements. To apply, please include: - Your experience with custom web applications - Examples of admin dashboards or internal tools you have built - Your strongest frontend and backend stack - Your experience with API integrations - Your availability this week We are looking to start soon and would prefer someone who can communicate clearly, work independently, and deliver high-quality full stack development work.

About the job Company Description Alta Trust Company partners with investment advisors and asset managers to help them deliver more value to clients and build scalable businesses. The firm brings practical experience across trust, retirement, custody, and alternative investments, collaborating with partners to design solutions that fit their operating models and client needs. Through offerings such as collective investment trusts, private funds, advanced estate planning, and custom structures, Alta focuses on creative, client-centered execution. Role Description This is a full-time, on-site Sales Support Specialist role based in Lone Tree, CO. The Sales Support Specialist will assist the sales team with preparing proposals, presentations, and sales materials, ensuring accuracy and timely delivery. This role will manage and update CRM records, track sales activities, and monitor key sales metrics and reports. The specialist will respond to inbound inquiries, support prospect onboarding, and coordinate information between sales, operations, and client service teams. Daily responsibilities also include following up on leads (ie. phone, text, email, LinkedIn, etc), appointment setting, qualifying leads, maintaining product and platform knowledge, and contributing to process improvements that enhance sales efficiency and client experience. Qualifications Strong Customer Service and Customer Satisfaction skills, with a focus on responsiveness, professionalism, and relationship-building. Effective Communication skills, including clear written and verbal communication and the ability to explain complex information in accessible terms. Solid Sales Operations experience, including working with CRM tools (Hubspot experience is a plus), tracking pipelines, generating reports, and supporting sales processes. Demonstrated Analytical Skills to review data, identify trends, verify accuracy, and support data-driven decisions. High attention to detail, strong organizational skills, and the ability to manage multiple priorities in a fast-paced environment. Proficiency with Microsoft Office; experience with financial or trust platforms is a plus. Prior experience in financial services, wealth management, trust, or related industries is preferred but not required. At least 2+ years of sales experience required. Bachelors degree in business, finance, marketing or sales a plus.

Senior Embedded Systems Engineer / Technical Lead for Connected Hardware Product We are developing a new connected hardware product and are looking for a senior engineer to help define the technical architecture and guide the project from concept through prototype development. The product will involve several of the following areas: Custom PCB design Embedded firmware development Camera integration Wi-Fi communication Mobile application integration (iOS and/or Android) Hardware prototyping Product development for eventual manufacturing At this stage, we are looking for an experienced engineer who can evaluate the requirements, recommend the best technical approach, identify risks, and help create a realistic development roadmap. Ideally, you have experience with: Embedded systems PCB design Firmware development Raspberry Pi, Embedded Linux, ESP32, or similar platforms Camera streaming or imaging systems Mobile app communication with hardware devices Product development from prototype to manufacturing When applying, please include: Examples of similar products you have worked on. Which parts of those projects you personally handled (hardware, firmware, mobile app, architecture, manufacturing, etc.). Experience integrating cameras and wireless communication. Experience taking products from prototype to production. Your initial thoughts on how you would approach a new connected hardware product. Selected candidates will have an initial discussion with our team to review the project requirements, discuss relevant experience, and determine the best path forward. We are looking for expertise, practical problem-solving, and clear communication more than a specific technology stack.

***No agency, please*** The contractor must be located within the United States. The expected volume of hours will be high, so please provide your most competitive rate. We are seeking an experienced HubSpot Consultant to help optimize and manage our HubSpot ecosystem. The ideal candidate will have deep expertise in HubSpot CRM, Marketing Hub, Sales Hub, workflows, automation, reporting, and integrations. Responsibilities: 1. Audit and optimize our existing HubSpot setup. 2. Configure and maintain CRM properties, pipelines, and workflows. 3. Build and improve marketing automation campaigns. 4. Create custom reports and dashboards. 5. Implement lead scoring, segmentation, and lifecycle stages. 6. Integrate HubSpot with third-party tools and platforms. 7. Support sales and marketing teams with process improvements. 8. Provide recommendations for best practices and scalability. 9. Troubleshoot HubSpot-related issues and data quality concerns.