# 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.

Investigator Support Services (ISS) partners with clinical research sites, healthcare organizations, Sponsors, and CROs across North America to support clinical trial feasibility and site identification initiatives. We are seeking a highly technical B2B Email Marketing Automation Technician to support outbound campaign execution, CRM workflows, list operations, and marketing systems management. This is a hands-on execution role for an independent contractor/freelancer. We are looking for someone who can build, manage, troubleshoot, and optimize campaigns and data workflows — not a marketing strategist or copywriter. Contract Details * Remote * Long-term opportunity * Approximately 10–15 hours/week * Flexible schedule with reliable availability Key Responsibilities Email Marketing & Campaign Operations * Build, launch, monitor, and optimize B2B outbound email campaigns * Configure workflows, sequencing, personalization, triggers, and A/B testing * Monitor deliverability, reply rates, engagement, and campaign performance * Troubleshoot automation, workflow, and syncing issues across platforms * Maintain organized and scalable campaign infrastructure CRM, Automation & Systems Management * Manage CRM workflows, lead routing, tagging, segmentation, and automation * Maintain integrations between CRM, outreach, enrichment, and marketing systems * Identify and resolve syncing issues, workflow failures, and data inconsistencies * Maintain clean CRM architecture and campaign-ready datasets List Development & Data Operations * Source and build targeted prospect lists within clinical research and life sciences * Segment, clean, validate, enrich, normalize, and deduplicate prospect databases * Prepare campaign-ready datasets and manage large CSV/spreadsheet files with high accuracy * Maintain strong data hygiene and operational consistency Required Qualifications * 3–5+ years of hands-on experience in: * B2B email marketing operations * Marketing automation * CRM management * Campaign execution * Data operations * Advanced technical/data skills required: * Advanced Microsoft Excel * Power Query * Data cleaning, merging, normalization, and deduplication * Large CSV/spreadsheet management * Advanced sorting, filtering, segmentation, and lookup functions * Pivot Tables, Power Pivot, and Power BI Preferred Experience * Clinical research, CRO, life sciences, biotech, healthcare, or pharmaceutical industry experience strongly preferred * Experience working with complex B2B prospect databases and outbound workflows * Strong troubleshooting and systems-thinking mindset * Detail-oriented and highly organized Ideal Candidate We are looking for someone who is: * Highly technical and execution-focused * Comfortable working independently * Proactive and resourceful * Extremely detail-oriented * Able to manage multiple moving parts without heavy oversight Please include: * Relevant platforms/systems you’ve worked with * Examples of outbound campaign or CRM workflow experience * Experience with large dataset cleanup and segmentation * Availability (hours/week)

Overview We're a multi-division operating company (B2B transport + delivery operations) looking for a hands-on, AI-forward CPA to own our accounting and provide controller/CFO-level financial guidance. This is an ongoing part-time engagement (~10–20 hours/month) with room to grow. We want someone who uses modern tools and AI to work efficiently — not someone billing hours for manual data entry. You'll be the financial backbone of the business: keeping the books clean, the cash visible, and management informed enough to make good decisions. What you'll do Monthly close, bookkeeping oversight, and financial statement preparation (P&L, balance sheet, cash flow) Cash flow forecasting and weekly cash management across multiple bank accounts Vendor payment management and prioritization Tax planning, compliance support, and coordination with our tax preparer Sales tax issue management and resolution Financial analysis and forecasting across two operating divisions Shareholder/investor reporting support Due diligence and transaction support as needed Strategic financial guidance, including during periods of financial pressure or restructuring Must-haves Active CPA license Demonstrated use of AI in your workflow (e.g., automating categorization/reconciliation, document extraction, forecasting models, reporting). Tell us specifically how you use it. Strong QuickBooks Online experience Multi-entity / multi-division accounting experience Cash flow forecasting and management experience Comfortable advising owners directly and communicating clearly with non-finance stakeholders Discreet and reliable with sensitive financial information Nice-to-haves Experience with companies that have navigated tight cash periods, restructuring, or turnaround Sales tax / multi-state compliance experience Experience supporting fundraising, investor reporting, or M&A/diligence Industry experience in logistics, delivery, transport, or regulated/cash-intensive businesses How to apply In your proposal, please include: Your CPA license status and state. A specific example of how you use AI tools in your accounting/finance workflow and the time it saves. A brief example of a cash flow or restructuring situation you helped a client navigate. Your typical availability and turnaround time. Your hourly rate (and any monthly retainer option).

(Remote position) We’re building manufacturing automation pilots across industrial plants in the Midwest, focused on where robotics and physical AI can create real operational leverage. We're looking for an exec-level advisor/operator who is excited by the frontier of robotics, but grounded in real industry constraints (uptime, workflows, legacy equipment, labor dynamics, safety, budgets, risk management etc) You’ll help identify promising opportunities, shape the pilot pipeline, pressure-test use cases, guide customer strategy, and support conversations with manufacturers, plant leaders, integrators, and automation vendors. Ideal background: manufacturing, industrial automation, robotics, plant operations, strategy, BD, or multi-site industrial transformation.

We are seeking a part-time Systems Administrator to manage and support our internal software stack, SaaS platforms, user access, integrations, and operational systems. This role focuses on software administration, configuration, process management, and troubleshooting rather than website development. We are looking for a reliable, detail-oriented operator who can keep our systems organized, secure, documented, and running smoothly. You will help administer and support the following platforms: * HubSpot * ClickUp * WooCommerce * MyWorks * LeakyPaywall * MailerLite * WordPress-based business systems and integrations Responsibilities * Manage user access, permissions, roles, and account provisioning across key systems * Configure and maintain HubSpot workflows, properties, lists, forms, pipelines, and integrations * Administer ClickUp spaces, folders, lists, automations, dashboards, permissions, and templates * Support WooCommerce configuration, product setup, order workflows, subscriptions, payment settings, and related business processes * Manage MyWorks sync settings and troubleshoot issues between WooCommerce and QuickBooks * Configure and support LeakyPaywall membership, access, subscription, and content restriction settings * Maintain MailerLite audiences, forms, automations, segments, templates, and integrations * Coordinate with our WordPress development team regarding software integrations, plugin requirements, user access, and system configuration needs * Troubleshoot software issues, integration errors, sync failures, and configuration problems * Maintain documentation for system settings, workflows, SOPs, and recurring administrative processes * Identify opportunities to improve automation, reliability, security, and operational efficiency * Support employee onboarding and offboarding processes for software access and permissions Ideal Experience Hands-on administration of HubSpot, ClickUp, WooCommerce, MailerLite, MyWorks, and/or LeakyPaywall Experience managing SaaS platforms, user permissions, and software provisioning Strong understanding of integrations and workflow automation Experience troubleshooting software configuration issues and sync failures Familiarity with WordPress environments from an administrative and operational perspective (not necessarily development) Ability to document processes clearly and maintain organized system records

GoHighLevel & JobNimbus Automation Specialist We are a roofing company looking for an experienced GoHighLevel automation expert to help build and optimize our existing GoHighLevel account. Current Software * GoHighLevel * JobNimbus * Modernize (lead source) * CallRail (currently evaluating whether to keep) * Google Workspace Project Overview We already have GoHighLevel set up with funnels and workflows. This is not a new GoHighLevel implementation. We need someone to build and optimize automations that connect our lead sources, GoHighLevel, and JobNimbus. Desired Workflow * Modernize sends new leads into GoHighLevel. * GoHighLevel handles initial communication (SMS, phone, email, follow-up, automation, pipeline management). * Once an appointment is scheduled, the contact is created or updated in JobNimbus. * JobNimbus becomes the primary system for inspections, sales, and production. * Status changes in JobNimbus (Sold, Lost, Inspection Completed, etc.) automatically update the contact in GoHighLevel. * Certain statuses should trigger long-term follow-up campaigns inside GoHighLevel. Additional Goals * Review our current GoHighLevel setup and recommend improvements. * Build email and SMS drip campaigns. * Help determine whether we should continue using CallRail or consolidate phone functionality into GoHighLevel. * Configure APIs, webhooks, or Make.com integrations as needed. * Ensure contacts stay synchronized without creating duplicates. Required Experience Please only apply if you have experience with: * GoHighLevel * CRM automation * APIs and webhooks * Make.com and/or Zapier * SMS and email automation * Two-way CRM integrations Bonus: Experience with JobNimbus or home service businesses (roofing, HVAC, plumbing, solar, etc.). When applying, please describe a similar GoHighLevel integration or automation project you’ve completed and explain how you approached it. We’re looking for someone we can continue working with as we expand our automations over time.

Job description We’re a marina and campground with several core systems that need to work together. We’re modernizing how we run the business and are looking for a skilled automation engineer to help us connect our tools, cut out manual work, and keep everything running smoothly. We’ve adopted Make.com as our automation platform and plan to stay on it unless there’s a compelling reason to switch. We’re primarily looking for strong Make.com expertise, but experienced Zapier engineers are welcome to apply — the platforms are similar enough that deep expertise in either one translates well. This is an ongoing, part-time role. You’ll design, build, and maintain automations across our operations, with steady work for the right person. What you’ll build • Bookings & operations — reservation confirmations, scheduling, and internal alerts • Marketing & CRM — lead capture, email sequences, contact syncing, and review requests • AI chatbot integration — connecting our website assistant to bookings, email, and our knowledge base • General automation — streamlining other workflows across the business as needs come up What we’re looking for • Proven, in-depth expertise in Make.com or Zapier, with a portfolio of complex, real-world workflows • Strong experience with APIs, webhooks, and third-party app integrations • Solid grasp of data mapping, error handling, and building reliable, maintainable scenarios • A clear communicator who can recommend the best approach — not just take orders • Dependable and responsive, since this is an ongoing relationship Engagement & rate • Ongoing, part-time • We’ll start with an initial project, with strong potential for continued work To apply Send a brief note covering which platform you specialize in (Make.com or Zapier) and your experience with it, 2–3 examples of automations you’ve built (links or short descriptions — ideally similar to what’s above), and your weekly availability. Bonus points if you’ve worked with hospitality, booking, or small-business tools.

About the Role We're a Durable Medical Equipment (DME) and pharmacy group looking for a skilled Power Automate Engineer to design and build process automation across order processing, claims, billing, and patient intake. This starts as an hourly engagement to confirm fit and scope — for the right person, it grows into an ongoing retainer with steady, recurring work. Because this role touches Protected Health Information (PHI), you'll be required to sign a Business Associate Agreement (BAA) and work within strict HIPAA guardrails. What You'll Do - Design, build, and deploy Power Automate workflows that streamline order processing, claims management, billing, and patient intake - Integrate Power Automate with Microsoft 365 (SharePoint, Teams, Power BI) and third-party systems — EHRs, CRMs, billing platforms, and storage tools - Build workflows that meet HIPAA security and privacy standards by design, not as an afterthought - Partner with internal stakeholders to spot automation opportunities and process bottlenecks - Troubleshoot and repair existing automations when things break - Keep clear documentation of workflows and compliance measures for audit purposes What You Bring - 3+ years hands-on with Power Automate, Power Apps, and the Microsoft 365 stack - Experience with APIs, custom connectors, SQL, JSON, and REST for data integration - Comfort integrating with EHRs, billing systems, or CRMs - Working knowledge of HIPAA compliance as it applies to automated PHI workflows - Strong independent troubleshooting skills — you can diagnose and fix, not just build - Clear communicator who documents as they go; comfortable async on Slack and live on Teams Nice to Have - Prior experience in a DME or healthcare setting - Familiarity with Brightree, Bonafide, NikoHealth, or similar DME billing/ERP systems - Power BI reporting experience - Understanding of claims processing and reimbursement workflows Why This Role You'll be automating real operational pain points for a growing healthcare business — not busywork. If you're looking for a long-term technical partner relationship rather than a one-off gig, this is built to become that.

I'm currently using Claude, Google Workspace, App Script and Lambda on AWS to pull data out of an operation software called Fullbay to automate a bunch of different aspects of our business. I'm a former software engineer, but now own a medium sized business in Denver and I want someone to help me continue these efforts. For the most part, these efforts consist of many, but small projects that pull data out of the ops software, push it into a Sql server db, and then compare data across google chat, google email, workspace calendar, hubspot, and fullbay to find specific issues with our staff and workflows and notify and track and report. A lot of cool, quick projects that I need help with. I would strongly prefer someone that lives near commerce city colorado so that they can get to know the business.

# AI & Automation Architect for Creator Business (Content, Digital Products, Customer Journey & Growth Systems) **Budget:** $100–$150/hour (based on experience) **Initial Engagement:** 4-hour live working session **Date:** Monday, June 29, 2026 **Time:** 1:00 PM–5:00 PM EST **Location:** Remote (Zoom) ### IMPORTANT To confirm you've read this posting, start your proposal with: **Pocket Palette** Applications that do not include this phrase will not be considered. --- ## About Me I am the founder of What Kate Covets, a growing Seasonal Color Analysis business that combines personalized color consulting, digital products, affiliate recommendations, events, and content creation. My business is growing quickly, and I am looking for a highly experienced AI and automation consultant who can help me build scalable systems that improve customer experience, streamline operations, increase revenue opportunities, and reduce manual work. This is not a virtual assistant role. I am looking for a strategic thinker and hands-on builder who can help design and implement practical solutions. There is potential for ongoing consulting and implementation work after this initial engagement. --- ## What I Want to Accomplish I am looking for someone who can help me build the operational foundation of my business so that growth does not require a proportional increase in manual work. ### 1. Launch and Scale My Digital Pocket Palettes I have created a Digital Pocket Palette product and need help creating, organizing, and launching versions for all seasonal color palettes. Desired outcomes: * Create and organize all seasonal versions * Establish a repeatable process for future updates * Upload and configure products on my website * Set up payment and delivery workflows * Create a seamless customer purchase and access experience * Ensure products are ready to sell and scale ### 2. Automate Lead Generation and Booking I want to reduce the amount of time spent manually managing inquiries and appointments. Desired outcomes: * Streamline lead capture * Improve inquiry management * Automate appointment scheduling where appropriate * Improve conversion from inquiry to booked consultation * Reduce administrative work ### 3. Automate the Client Journey After Their Analysis I currently provide significant value after a client receives their color analysis and want to create a more scalable experience. Desired outcomes: * Automated follow-up workflows * Delivery of resources and recommendations * Review request automation * Upsell opportunities * Long-term client engagement ### 4. Create a Scalable Recommendation System One of the biggest opportunities in my business is helping clients discover products that work for their season. I would like to explore solutions such as: * Digital Pocket Palette integrations * ShopMy collections * Seasonal shopping guides * AI-powered recommendation systems * Affiliate product recommendations * Personalized product discovery experiences I am looking for someone who can help determine the best solution and roadmap. ### 5. Create a Centralized Recommendation Database I want to stop managing recommendations across multiple platforms. I'd like help designing a system where products, affiliate links, seasonal recommendations, content assets, and customer resources can live in one centralized location and be used across: * ShopMy * Linktree * Instagram * My website * Digital Pocket Palettes * Future AI-powered tools ### 6. Create a Seamless Content Creation & Publishing Workflow Content is a major part of my business, but the process is currently too manual. I want help creating a content engine that allows me to consistently create and publish content with less effort. Desired outcomes: * Create a repeatable content workflow * Organize content ideas and assets * Streamline content creation and publishing * Reduce time spent creating captions, recommendations, and posts * Repurpose content across multiple formats and channels * Improve affiliate content workflows * Explore AI-assisted content creation systems * Create a clear process from idea → creation → publishing → engagement --- ## Current Platforms & Tools My business currently uses a combination of: * ChatGPT * Claude * Google Workspace * Instagram * Meta Business Suite * Linktree * ShopMy * Canva * Squarespace * Stripe Experience with the following is a plus: * Zapier * Make * n8n * Vercel * Airtable * Notion * AI agents * Custom GPTs * Knowledge bases * Workflow automation tools --- ## Deliverables At the end of our engagement, I would like: * A prioritized roadmap of opportunities * Identification of quick wins and longer-term projects * Recommended systems and tech stack improvements * At least 2–3 automation workflows mapped or implemented * Recommendations for scaling Digital Pocket Palettes * Recommendations for scalable recommendation systems * Documentation and next steps --- ## Ideal Candidate You: * Are fluent in English * Have extensive experience with AI tools and workflow automation * Have built systems for creators, consultants, coaches, agencies, or small businesses * Can work collaboratively in real time via Zoom * Are both strategic and technical * Can implement solutions, not just advise * Stay current with emerging AI tools and best practices Bonus points if you have experience with: * Affiliate marketing * Creator businesses * Personal brands * Digital products * AI agents * Customer journey automation * Knowledge management systems --- ## To Apply Please include: 1. A brief overview of your AI and automation experience 2. Examples of workflows or automations you've personally built 3. Experience with ChatGPT, Claude, Zapier, Make, n8n, Vercel, Airtable, Notion, or similar platforms 4. Experience working with creators, consultants, coaches, or personal brands 5. Confirmation that you are available Monday, June 29 from 1 PM–5 PM EST 6. A 3–5 minute Loom video walking through a workflow or automation you've built 7. What you believe would be the highest-impact automation opportunity for my business based on this posting Potential for ongoing consulting and implementation work for the right person.