# 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.

We are seeking an experienced Automation & Integration Engineer to modernize and automate our CPA firm's operations. This role will be responsible for designing, building, and maintaining AI-driven workflows and integrations centered around CCH Axcess, Additive K-1, Microsoft 365, and other business systems. The ideal candidate combines software development, API integration, workflow automation, and AI implementation experience with deep knowledge of tax and accounting technology. This is a hands-on technical position. You will build production-grade automations, not just configure software. Responsibilities Design and develop integrations between CCH Axcess, Additive K-1, CRM, document management systems, and internal databases. Build AI-powered workflows to automate tax preparation, review, document processing, and client communication. Develop API integrations using the CCH Axcess Open Integration Platform. Automate repetitive tax workflows using APIs, webhooks, scripting, and workflow platforms. Create secure data synchronization between business applications. Build custom internal applications that improve CPA productivity. Implement OCR and AI document extraction for tax source documents. Build dashboards and reporting from tax software data. Create automation monitoring, logging, and alerting. Document all integrations and maintain technical architecture. Work directly with tax professionals to identify automation opportunities. Evaluate emerging AI tools and recommend practical implementations. Required Experience 5+ years building software integrations or business automations. Strong experience with: CCH Axcess CCH Axcess APIs REST APIs OAuth Webhooks JSON/XML Experience integrating accounting or tax software. Experience with AI APIs such as: OpenAI Anthropic Google Gemini Azure OpenAI Experience with automation platforms such as: n8n Power Automate Make Zapier Strong programming skills in one or more: Python C# JavaScript/TypeScript SQL database experience. Microsoft 365 integration experience. Git version control. Cloud experience (Azure or AWS). Preferred Qualifications Additive K-1 experience. CCH API development. CPA firm experience. Tax workflow automation. OCR and intelligent document processing. Experience with AI agents. Experience with document management systems. Power BI. SharePoint. Azure Functions or AWS Lambda. Docker. Technical Skills API Development REST OAuth JSON XML Python JavaScript SQL AI Integration Prompt Engineering Workflow Automation Microsoft Graph API SharePoint APIs Microsoft 365 Administration OCR RAG LLM Integration Git CI/CD What You'll Build Examples include: Automated K-1 ingestion into CCH. AI document classification and extraction. Tax return workflow automation. Client onboarding automation. Automated tax organizer processing. AI review assistants. Internal tax knowledge search. Automated email and task generation. Client portal integrations. Document routing. Workflow dashboards. Exception monitoring and alerts. Success Metrics Within the first 6–12 months, you will: Eliminate hundreds of hours of manual tax processing. Reduce duplicate data entry across systems. Build production-ready AI workflows. Create reusable integration frameworks. Improve tax workflow visibility through reporting and dashboards. Establish a scalable automation architecture for future growth. Nice-to-Have Certifications Microsoft Azure AI Engineer Microsoft Power Platform Developer AWS Developer Python certifications AI/LLM application development CPA technology consulting experience Ideal Background Candidates who have worked at firms or software vendors using: CCH Axcess Additive K-1 Thomson Reuters products Intuit products Wolters Kluwer tax software Tax technology consulting firms CPA firms with 100+ employees Tax automation consultancies

We are seeking an experienced AI workflow / operations consultant to help us build repeatable “business of the future” blueprints for niche service industries. We are not building a new AI product. We want help identifying the best existing tools, workflows, and automation opportunities to modernize service businesses in a practical, scalable way. We want someone who can help us: map current workflows identify the best opportunities for AI and automation recommend the right tool stack define what should stay human vs. what should be automated create standardized implementation blueprints we can deploy across multiple clients We are looking for someone with real operational depth, not just generic AI enthusiasm. Bonus if you have worked in: healthcare legal compliance-sensitive service businesses CRM / automation / intake / communication systems Please send examples of similar work and explain how you would approach building a scalable modernization blueprint for these kinds of businesses.

We are building a lead generation and follow-up system for a luxury real estate agent in a small-to-mid-sized market. The system will include: Seller Lead Generation Expired listings campaigns Homeowner outreach campaigns Warm database re-engagement Seller-focused lead generation strategies CRM & Automation CRM integrations Lead routing Automated task creation Pipeline management Automated Follow-Up Email sequences SMS sequences Long-term nurture campaigns Lead scoring and segmentation Daily Intelligence & Reporting Automated lead reports Opportunity alerts Prioritized outreach lists Performance reporting Past Client & Referral Nurture Referral generation campaigns Client retention automations Long-term relationship marketing Required Experience Please only apply if you have experience running real estate seller campaigns in small or mid-size markets. When applying, include: • Examples of seller campaigns you have built • Markets you have worked in • Technologies used • Results achieved (appointments, listings, cost per lead, ROI, etc.) • Whether you personally built the automation systems or managed a team Preferred Experience Real estate marketing Seller lead generation Expired listing campaigns CRM automation AI-powered follow-up systems GoHighLevel Zapier Make.com OpenAI integrations Email and SMS automation MLS integrations Please answer the following: What would your implementation approach be? What technology stack would you recommend? What monthly management would be required after launch? What are your estimated costs? What results have you achieved for similar clients? Budget: Open — we are looking for honest estimates based on scope. Timeline: Looking to start within 2 weeks. Please do not submit a generic proposal. We are specifically seeking professionals with demonstrated real estate seller lead generation experience and marketing automation expertise.

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.

We are looking for a highly capable AI consultant with a strong technical background in software development, AI-assisted workflows, and research. The ideal candidate is someone who understands modern AI tools, can quickly evaluate information for accuracy, and can help accelerate development, documentation, and decision-making across a variety of projects. * Utilize AI tools such as Claude, ChatGPT, and other leading platforms to support research, analysis, and development * Verify information, identify reliable sources, and distinguish between speculation and fact * Assist with software development, debugging, and technical problem-solving * Build scripts, automations, prototypes, and internal tools as needed * Help organize complex information and knowledge systems, including work within Obsidian * Translate ideas and concepts into actionable plans, technical documentation, and working solutions * Collaborate on a wide range of technical, operational, and strategic projects Qualifications * Strong software development experience * Proficiency with modern programming languages such as Python, JavaScript/TypeScript, or similar * Extensive experience using AI tools, including Claude, ChatGPT, Cursor, and related technologies * Ability to critically evaluate information and conduct high-quality research * Strong understanding of AI concepts, terminology, and emerging technologies * Excellent written and verbal communication skills * Comfortable working independently and navigating ambiguity

Overview We are a growing, privately held group of operating companies in the heavy equipment, equipment dealership, auction, rental, service, parts, and logistics industries. We are seeking an experienced Fractional Chief Information Officer to assess our current technology environment, develop a practical technology roadmap, and help lead the implementation of priority initiatives across multiple business units and locations. We are looking for a business-oriented technology leader who can help us improve: Systems integration Process automation and AI implementation Data and Inventory visibility CRM adoption and accountability Executive dashboards Phone system capabilities Cybersecurity oversight Vendor accountability Standardization across operating companies and locations The ideal consultant will be comfortable moving between strategy and execution. We do not need a report that sits on a shelf with no one to execute it. We need a leader who can identify priorities, simplify decisions, select the right vendors and tools, and help drive implementation. Business problem to solve Our businesses have grown across multiple operating models, systems, vendors, and locations. We need stronger visibility, more consistent processes, and better integration between the systems that support sales, inventory, rentals, service, parts, auctions, logistics, marketing, finance, and leadership reporting. We want to reduce duplicate data entry, improve the quality and timeliness of information, strengthen accountability, and give leadership trusted data for faster decision-making. Initial engagement We expect the initial engagement to include a structured technology and business systems assessment, followed by a prioritized roadmap. Phase 1 deliverables: Assess the current technology environment, including key systems, vendors, integrations, data flows, reporting processes, and operational pain points. Identify urgent risks, quick wins, and longer-term priorities. Develop a practical 12- to 24-month technology roadmap with sequencing, estimated resource needs, decision points, and recommended ownership. Evaluate our current phone system environment and recommend a plan for upgrade, vendor selection, and implementation. Recommend an approach to improve inventory visibility, including equipment locations, attachments, transfers, rental status, and related reporting needs. Develop a business intelligence and dashboard strategy for leadership reporting. Evaluate CRM adoption, data quality, workflow consistency, and sales management visibility. Identify practical AI and automation opportunities that can save time, improve reporting, strengthen customer response, and reduce repetitive manual work. Review cybersecurity posture, vendor coverage, disaster recovery, business continuity, and major risk gaps. Recommend an implementation governance model, including decision rights, project cadence, vendor accountability, and progress reporting. Likely implementation priorities The exact sequence will be finalized after the initial assessment, but current priorities include: Immediate priorities Technology assessment and systems inventory Phone system upgrade and implementation planning Practical AI strategy and initial use cases Inventory visibility improvements Data ownership and reporting standards Near-term priorities Executive dashboard development CRM optimization and adoption Integration between CRM, accounting, inventory, rental, dealership, auction, logistics, and marketing systems Reduction of duplicate data entry and spreadsheet-based reporting Vendor performance management Cybersecurity and continuity improvements Longer-term fractional CIO responsibilities Depending on fit and the assessment results, the selected consultant may continue in an ongoing fractional capacity to: Lead technology roadmap execution Oversee system selection and implementation projects Coordinate internal stakeholders and outside vendors Improve data governance and reporting reliability Develop executive dashboards and KPI visibility Support CRM adoption and process standardization Identify and implement workflow automation Guide responsible AI adoption Strengthen cybersecurity oversight Establish repeatable technology decision-making standards Provide executive-level recommendations on technology investments What this role is not This is not primarily a role for: Routine help desk management Printer, laptop, or desktop troubleshooting Server administration Basic managed IT support A pure software developer A consultant who only produces recommendations without implementation support We need someone who can translate business problems into practical technology solutions and help drive adoption across the organization. Required experience Candidates should have meaningful experience leading business systems improvement in a multi-location or multi-business operating environment. Strong candidates will have experience with several of the following: Fractional CIO, CIO, CTO, VP of Technology, enterprise applications, or technology transformation leadership Systems integration and enterprise architecture ERP, accounting, CRM, inventory, rental, or operational systems Business intelligence tools such as Power BI or Tableau Dashboard development and executive KPI reporting Data governance and reporting standardization Vendor selection, contract management, and implementation oversight AI use-case identification and workflow automation Cybersecurity oversight, disaster recovery, and business continuity Change management and user adoption Privately held, family-owned, founder-led, or entrepreneurial businesses Experience in equipment dealerships, distribution, rental businesses, logistics, construction, agriculture, automotive dealerships, industrial services, or other multi-location operational environments is strongly preferred but not required. Working style The right person will be: Business-oriented Practical and execution-focused Comfortable challenging unclear priorities Able to simplify complex decisions Comfortable working with ownership, executives, department leaders, branch teams, and outside vendors Willing to get into the details without losing strategic perspective Focused on measurable business outcomes rather than technology for technology’s sake Some onsite discovery work and periodic travel to company locations may be required. Please indicate your availability for onsite work in Pennsylvania and Maryland. What success looks like Success should produce measurable improvement in the business, including: Leadership has reliable visibility into key business metrics Reporting becomes faster, more automated, and more trusted Inventory locations and status are easier to understand CRM adoption and sales visibility improve Systems communicate more effectively Duplicate data entry and manual reporting are reduced Technology vendors are held accountable AI and automation create measurable productivity gains Cybersecurity risks are better understood and addressed Ownership spends less time searching for information and more time making decisions Please include the following in your proposal A brief description of two or three similar engagements you have led. An example of a multi-location, multi-business, dealership, distribution, rental, logistics, or operational environment you have supported. Your approach to the first 90 days of an engagement like this. Your experience with ERP, CRM, inventory, rental, accounting, phone, reporting, and business intelligence systems. Your experience implementing AI or workflow automation in a practical business setting. Your approach to vendor selection and vendor accountability. Your preferred engagement model, expected weekly availability, hourly or project rate, and ability to support onsite discovery work. Whether you personally lead the work or delegate significant portions of the engagement to other team members.

Type: Hourly, ongoing (part-time to full-time, room to grow) Stack you'll work in: Notion, Slack, HubSpot, Google Workspace/Gmail, Claude + other LLM APIs, Zapier/Make/n8n About us We're a fast-moving sports and fan-engagement startup. We're small, we ship quickly, and we want AI woven into how the whole company operates, not as a side experiment, but as the default way we work. You'd be the person who makes that real. What you'll do Map our current workflows across sales, marketing, ops, and content, then find the highest-leverage places to automate. Build automations and agent workflows that connect our tools (Notion, Slack, HubSpot, Gmail/Google Workspace) using platforms like Zapier, Make, or n8n plus LLM APIs. Design and ship AI agents for real jobs: lead routing and CRM enrichment, content drafting, customer/fan response triage, internal knowledge search, reporting digests. Stand up the connective tissue (prompts, integrations, guardrails, and monitoring) so automations are reliable, not brittle demos. Train and enable our team: build SOPs, run working sessions, and create lightweight docs so non-technical people actually adopt what you build. Help set our AI strategy and roadmap as we scale. You're a strong fit if you Have shipped real automations and AI agent workflows in production (not just prototypes). Are fluent with Zapier / Make / n8n and at least one major LLM API (Anthropic/Claude, OpenAI). Know your way around HubSpot, Notion, Slack, and Google Workspace integrations and APIs. Can write clean prompts and think in systems: edge cases, error handling, human-in-the-loop checkpoints. Can explain technical work to non-technical people and get them to adopt it. Communicate proactively and move fast without breaking trust on things that touch customers or revenue. Nice to have Experience taking a small company "AI-native" end to end. Background in sports and/or blockchain. Comfort with light scripting (Python/JS) when no-code hits its limits. How to apply In your proposal, please: Describe one AI agent or automation you built, the tools involved, and the measurable result. Tell us how you'd approach training a non-technical team to actually use what you build. This part matters as much as the build. Share your hourly rate and weekly availability. Proposals that skip these will be passed over. We're looking to start with a small paid task and grow the engagement from there.

Project Overview We are building an AI-powered voice receptionist agent for a dental practice client. The agent will handle inbound calls 24/7 — booking, rescheduling, and canceling appointments, answering FAQs, and escalating complex situations to a human. The voice layer is built in Retell.ai and the orchestration/automation flows run in n8n, with integration into a dental practice management systems. This is a hands-on build role, not consulting. You will design, configure, and iterate the agent working directly with our founding team. What You'll Build: Conversational voice flows for new and returning patients (booking, rescheduling, cancellations, FAQs, insurance questions, urgent/emergency triage) Clean escalation paths to human staff when the agent can't handle the call n8n workflows connecting the voice agent to the practice management API for real-time schedule reads/writes HIPAA-conscious configurations and tool choices throughout the stack Performance tracking and iterative prompt/flow improvements based on real call feedback Seeking an Expert Who: You've built multiple production voice agents, ideally in healthcare or dental, and can own the full stack from architecture to delivery. You think critically about latency, barge-in behavior, edge cases, and HIPAA compliance — not just happy-path flows. Requirements: Deep expertise in Retell.ai — prompt tuning, latency optimization, interruption/barge-in handling, LLM selection, and cost modeling Advanced n8n automation — complex branching logic, dynamic data handling, external API integrations, and error recovery Experience with dental or healthcare organizations — you understand how practices operate, what front desks actually deal with, and how to translate that into agent logic HIPAA awareness — you know which tools and configurations are appropriate for PHI workflows Track record of full-cycle delivery: scoping → build → pilot → iteration Nice to have: Dentrix Ascend integration, NexHealth, prior AI receptionist or appointment-booking agent for a clinic/practice. 📋 To Apply, Please Answer Have you built a production voice agent with Retell.ai? If yes, briefly describe it. What's your approach to managing Retell.ai per-minute costs on an inbound call agent? Have you worked with dental or healthcare clients before? What was the workflow? Paste a relevant n8n workflow screenshot or describe your most complex flow.

(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.