GoHighLevel Systems Architect Needed to Build Complete CRM & Automation Infrastructure Music Habitat is a music technology startup launching in New Orleans and expanding nationally. Our mission is to help independent artists build sustainable careers by connecting them with venues, sponsors, fans, content opportunities, merchandise sales, and future booking opportunities. We are looking for an experienced GoHighLevel expert to design and build the operational backbone of our company. This is not a simple funnel project. We need someone who can think strategically and build a scalable CRM, automation, and revenue operations system that will support rapid growth. Primary Objectives Build a complete GoHighLevel environment that manages: Artists Artist application forms Artist onboarding Artist qualification workflow Artist status tracking Artist communication automation Venues Venue lead capture Venue sales pipeline Subscription onboarding ($200/month) Venue relationship management Automated follow-up campaigns Sponsors Sponsorship inquiry forms Sponsorship sales pipeline Proposal tracking Contract stages Sponsor communication workflows Investors Investor intake forms NDA workflow Investor pipeline Investor status tracking Automated investor updates Ambassadors Ambassador application process Referral tracking Performance tracking Communication workflows Events Event registration forms Attendee tracking Volunteer tracking Vendor management Sponsor integration Deliverables CRM Structure Create a clean and scalable CRM architecture that supports multiple business units and customer types. Pipelines Build separate pipelines for: Artists Venues Sponsors Investors Ambassadors Automation Workflows Develop workflows for: Lead capture Follow-up sequences Appointment booking Internal notifications Task assignments Pipeline movement Email automation SMS automation Forms Build all required intake forms and application forms. Dashboards Create executive-level reporting dashboards showing: Lead volume Conversion rates Pipeline value Sponsor sales Venue sales Investor activity Documentation Provide Loom videos explaining: System structure Pipeline management Workflow management Future maintenance Integrations Experience with the following is preferred: Stripe Zapier Make.com Twilio APIs Membership Portals SaaS Mode AI Automations Ideal Candidate You have: Built multiple GoHighLevel systems from scratch Experience creating complex CRM architectures Experience with sales operations and revenue operations Strong workflow automation skills Strong documentation skills To Apply Please provide: Number of GoHighLevel systems you have built. Links or screenshots of previous work. Loom walkthroughs if available. Your recommended architecture for Music Habitat. Estimated timeline and fixed-price proposal. Important We are looking for a long-term partner, not just a contractor. If the initial project is successful, there will be ongoing opportunities to support future brands within our portfolio, including: Music Habitat Observe Life Volabite Future startup ventures

We are a growing real estate team seeking an experienced CRM and automation consultant to audit, optimize, and streamline our lead generation and conversion systems. Our goal is to build a scalable, well-documented process that increases conversations, appointments, and closed transactions while creating a better experience for both our agents and our clients. Current Technology Stack Follow Up Boss (CRM) Fello Sierra Interactive (Website & Lead Generation) Zapier Email & SMS Automation Database Approximately 25,000 contacts Buyer leads Seller leads Past clients Homeowners Sphere of influence Internet leads Current Challenges While we have several systems in place, we believe we're only utilizing a fraction of their capabilities. We currently receive: Home valuation requests through Fello Home buyer leads through our Sierra Interactive website Internet leads that flow into Follow Up Boss Although leads are consistently entering our CRM, we want to improve how those leads are nurtured, segmented, routed, and converted into real conversations, appointments, listings, and buyer clients. We're looking for someone who can evaluate our entire workflow—not just individual automations—and recommend the most efficient way for these systems to work together. Project Scope We're looking for someone to: CRM & Workflow Audit Review our existing Follow Up Boss setup Review our Fello implementation Review Sierra Interactive lead flow Evaluate how Zapier is currently being used (or should be used) Identify bottlenecks, redundancies, and missed opportunities Automation & Drip Campaigns Create or improve automated campaigns for: Buyer leads Seller leads Home valuation requests Homeowners Past clients Long-term nurture Sphere of influence New internet leads Cold leads Re-engagement campaigns Lead Routing & Conversion Help us improve: Lead routing Lead assignment Smart Lists Tags Action Plans Agent follow-up workflows Seller conversion Buyer conversion Long-term nurture strategy Sierra Interactive Optimization Our website generates buyer leads through Sierra Interactive. We'd like someone to review: Current buyer workflows Website lead routing Buyer nurture campaigns Behavioral automations Lead conversion strategy Website-to-CRM workflow Missed opportunities within the buyer journey Fello Optimization We currently generate homeowner valuation requests through Fello. We're looking to improve: Seller nurture campaigns Homeowner drip campaigns Equity-based outreach Home anniversary campaigns Long-term homeowner engagement Conversion from valuation request to listing appointment System Integration Help us determine: Which platform should own each automation Best practices for integrating Follow Up Boss, Fello, Sierra Interactive, and Zapier Where workflows can be simplified Opportunities to reduce manual work Recommendations for future scalability Reporting & Accountability Recommend reporting that helps leadership measure: Lead response time Conversion rates Agent follow-up Appointment rates Listing opportunities Buyer opportunities ROI by lead source Automation performance Deliverables By the end of the project, we'd like to have: A complete audit of our current systems Optimized workflows Recommended CRM structure Automated drip campaigns Improved lead routing Clearly documented workflows SOPs for future maintenance Automation map/flowchart Recommendations for continued optimization Ideal Experience We're looking for someone with proven experience working with: Follow Up Boss Fello Sierra Interactive Zapier Real estate CRMs Large real estate teams Lead conversion Marketing automation CRM architecture Sales operations Bonus if you've helped brokerages or teams increase listing appointments and buyer conversions through automation and CRM optimization.

I need help with manychat automation. I've already started on the automation myself. I keep running into issues. I decided to look for an expert. The issues I'm running into - Chat is restarting when I've already had a conversation with customer. - Ai step doesn't start always start up to ask questions. - Since i'm hiring an expert i would like some more automation like follow ups and other ai steps. Other AI Steps - Once I manually reply have the ai pick up a keyword for example if they see "$" its knows an offer was sent. If they don't reply within 15 min ask Are you interested? then in another hour send a "?" for example -If offer is accepted have Ai step ask what day they are available. My flow is simple. Please see attached picture of the flow.

**Title:** BarTender Automation Integration Specialist Needed – Connect Katana MRP to Automated Label Printing Workflow **Description:** We are a medical device manufacturer looking for an experienced BarTender Automation specialist to help integrate BarTender with our Katana MRP manufacturing workflow. We currently use Katana for production management and need to create an automated labeling workflow that pulls manufacturing data into BarTender, populates approved label templates, and generates product-specific labels. This project requires someone with experience beyond basic label design. We need assistance with the automation architecture, data flow, and proper implementation. **Project Goals:** * Connect Katana manufacturing/order data with BarTender * Automatically populate BarTender label templates with variable data * Configure BarTender Integration Builder workflows * Create database/API connections as needed * Trigger label generation based on manufacturing events/status changes * Support product-specific and order-specific labeling requirements * Create a scalable system for future manufacturing growth **Required Experience:** * BarTender Automation or Enterprise Edition * BarTender Integration Builder * Database connections (SQL, ODBC, JSON, CSV, APIs) * ERP/MRP integrations * REST API experience * Manufacturing workflow automation * Windows-based BarTender deployment **Preferred Experience:** * Katana MRP integration experience * Medical device or regulated manufacturing * Serial number / lot number tracking * UDI or traceability labeling workflows * Zebra or industrial label printers **Current Environment:** * Katana MRP * BarTender Automation * Microsoft 365 environment * Cloud-based manufacturing workflow **Deliverables:** 1. Recommend proper integration architecture 2. Configure connection between Katana data and BarTender 3. Build automated label printing workflow 4. Map manufacturing fields to BarTender templates 5. Document the process for future maintenance We already have development support but need a BarTender expert who can assist with the correct implementation strategy and setup. Please provide examples of previous BarTender Automation integrations you have completed.

We're building a recruiting CRM. We receive candidates from LinkedIn Job Postings and from LinkedIn Sales Navigator lead lists. I need everything automatically imported into HubSpot, organized, and followed up automatically. What We Need We need someone that can build one complete recruiting system. The system should: Source 1 LinkedIn Job Applicants ↓ Automatically capture Name Email Phone Resume LinkedIn URL ↓ Create contact in HubSpot Source 2 Sales Navigator lead lists ↓ Import CSV ↓ Create HubSpot contacts ↓ Start follow-up Everything should end up in HubSpot. HubSpot Pipeline The pipeline should simply look like this: New Applicant ↓ Contacted ↓ Interview Scheduled ↓ Interview Completed ↓ Moving Forward ↓ Pre-Licensing ↓ Exam Scheduled ↓ Licensed ↓ Onboarding ↓ Active Agent If they fail: Exam Failed ↓ Follow-up ↓ Exam Rescheduled ↓ Licensed Automations HubSpot should automatically: Send emails Send SMS Remind us to follow up Track every candidate Tell us who hasn't replied Tell us whose exam is coming up Tell us who failed Tell us who passed Tell us who needs onboarding The goal is that almost nothing is tracked manually. Who Should Apply I'm looking for someone who has experience with: HubSpot CRM HubSpot Workflows HubSpot API Browser automation (Playwright preferred) Chrome extensions (preferred) API integrations Recruiting automations Timeline This is important. I want someone who has done this type of work before. I'm looking for someone who can deliver the first working version in 3–5 days.

Overview Transit & Flow is a fast-scaling Columbus home services company (plumbing, HVAC, drain, sewer, water heater, sump pump) building a premium, AI-powered operation. We are wiring together a set of best-in-class platforms into one self-functioning system that captures, books, reschedules, reminds, invoices, and follows up with customers automatically across phone, website chat, and Thumbtack. We need a senior integration specialist to stand this up cleanly, end to end, on a short-term contract. This is an execution role for someone who has built production voice-AI and automation systems before, not a learner. Detailed architecture blueprints will be provided to the hired contractor under NDA. What you will build A connected stack with no manual re-entry between systems: • Bland AI voice agents (several agents: inbound scheduler, after-hours and emergency handling, Thumbtack lead agent, and an outbound reminders and follow-up agent) • A website chat agent running the same booking logic in text • Thumbtack Live Connect bridged to a Bland agent via API and webhook, plus the Thumbtack lead feed into our automation bus • Quo.com as the telephony and SMS layer (call forwarding to Bland, SMS send via API, one consistent business number) • GoHighLevel CRM integration (contact sync, pipelines, nurture) • Make.com as the orchestration layer (scenarios for booking, rescheduling, reminders, estimates, invoicing, lead intake, error handling) • Scheduling, rescheduling, cancellation, and automated appointment reminders against our field service management platform (currently Jobber, migrating to OctopusPro, so platform-flexible API work is required) • Email automation including emailing and resending invoices and receipts on request Core responsibilities • Configure Bland pathways, custom tools, and webhooks that read and write to our systems mid-call (check availability, book, reschedule, cancel) • Build robust Make.com scenarios with idempotency, retries, error handling, and alerting • Integrate REST APIs and webhooks across Bland, Quo, GoHighLevel, Thumbtack, the FSM, and email • Bridge Thumbtack Live Connect to a dedicated Bland number so leads are answered live • Implement automated SMS and voice reminders with confirm and reschedule handling • Document everything and deliver a clean handoff so the system is maintainable and scalable Must-have skills • Proven production experience with a voice-AI platform: Bland strongly preferred, or Vapi, Retell, or Synthflow with transferable skill • Advanced Make.com (or n8n) including webhooks, data stores, error handling, and routing • Strong REST API and webhook integration skills, JSON, authentication, signing • GoHighLevel API experience • Telephony and SMS concepts: call forwarding, SIP or number routing, A2P • Ability to design for scale and reliability, not just a demo that works once Nice to have • Quo.com or comparable VoIP platform experience • Thumbtack pro tooling or lead-response automation experience • Home services or field service management background • OctopusPro, Jobber, or similar FSM API experience Engagement • Short-term contract, estimated 3 to 5 weeks • Milestone-based fixed price preferred, hourly considered for the right expert • Async daily updates, a few live working sessions per week • NDA and scoped system access required; you will not receive owner credentials How to apply Do not send a generic proposal. Answer these in your application: 1. Link or describe a voice-AI agent you built that booked or scheduled against a live external API mid-call. What platform, what API, what was the hardest part? 2. How do you make Make.com or n8n scenarios idempotent and resilient to duplicate webhooks and failed calls? 3. In two or three sentences, how would you bridge Thumbtack Live Connect to a voice AI agent so the agent answers the lead live? 4. Your proposed milestone breakdown and realistic timeline for the scope above. 5. How you handle client credentials and secrets securely. Strong applications that show real systems thinking move to a short paid test task before the full award.

Project Overview: We are a fast-paced law firm looking to optimize our entire case pipeline from client intake to matter closure. We use Bridge Legal for marketing intake, Clio for our Core Case Management System (CMS), Jubilee for our bankruptcy practice section, Google Calendar for scheduling court events, and Microsoft 365 (SharePoint/OneDrive) for document storage. Instead of building an expensive custom platform from scratch, we want to leverage a low-code automation system (n8n preferred, or Zapier) coupled with advanced AI APIs (such as Anthropic Claude or OpenAI) to handle data mapping, automated drafting, calendar triggers, and text alerts. Airtable will serve as the primary human control panel for our 17 staff members. Mandatory Legal Compliance & Insurance Prerequisites: Due to strict State Bar legal ethics regulations regarding the absolute confidentiality of client proprietary records, data safety is our highest priority. Do not apply if you cannot meet these criteria: 1. NDA: The selected contractor must sign a comprehensive Non-Disclosure Agreement (NDA) prior to receiving system access. 2. Liability Insurance: You must provide verifiable proof of active Professional Liability Insurance (Errors & Omissions) and Cyber Liability Insurance before contract execution. 3. Data Silo Constraints: All workflows must utilize commercial API tiers providing Zero Data Retention (ZDR). Client documents and pleadings must never be used to train public AI models. Key Scope of Automation Tasks: 1. Airtable Control Center: Build out the primary user interface directly inside Airtable, which is already utilized by our 17 staff members. All automated steps (Intake, Pleading Drafting, SMS triggers, and Case Closures) must be launched via Airtable button triggers, attachment fields, and status fields. The automation must capture the Airtable user metadata to maintain an internal audit trail before passing data to Clio. 2. Lead to Retainer: Catch webhook data from Bridge Legal, prompt an LLM to parse raw intake notes for names and deadlines inside Airtable, and automatically trigger a dynamic e-sign contract template (DocuSign/Gavel/HelloSign). 3. Payment to Clio/Jubilee Creation: Listen for payment webhooks (Stripe/LawPay) and use the Clio API to programmatically open the Account, Contact, and Matter. Our bankruptcy section uses Jubilee which is natively connected to Clio via a live sync. The candidate must ensure cases routed through our bankruptcy pipeline are cleanly initiated in Clio so that the native Clio-to-Jubilee data bridge operates smoothly without synchronization lag. 4. AI Answer Generation via SharePoint: Set up an automated folder monitor in Microsoft SharePoint. When a Plaintiff's Complaint PDF is uploaded, the automation must extract the text, run it through Claude 3.5 Sonnet to draft paragraph-by-paragraph denials, append a baseline library of Affirmative Defenses, and save a formatted .docx back to SharePoint and Airtable. 5. Google Calendar to Twilio Reminders: Check our synced Google Calendar daily for court appearances, look up the corresponding client phone numbers using Clio's API, and schedule automated text reminders via Twilio at 30, 7, and 1-day intervals. Implement protective logic (idempotency) to ensure a client is never double-texted. 6. Accounting & Case Closure: Read settlement figures from Airtable fields, query the Clio Expenses API to subtract advanced costs, calculate our firm split using formulas, and automatically execute a Clio API update to switch the matter status to "Closed." Airtable Schema Requirements: The candidate will design a relational, multi-view database structure in Airtable. This database will serve as the primary operational hub, containing tables for: • Table 1: Matters & Intake (Master ledger for lead parsing, case categorization, and user audit stamps). • Table 2: Automation Control Center (Action buttons for contract deployment, e-sign status webhooks, and the AI file drop zones). • Table 3: Settlement Ledger (Calculated currency tracking fields for Gross Settlement, Firm Fee %, Advanced Clio Costs, Medical Liens, and Net Client Payout). The backend code must interact directly with Airtable fields to manage state progression, receive user tracking data, deposit AI-generated documents, and pull transaction balances. Required Experience & Technical Proficiencies: • Proven track record building multi-step automations inside n8n or Zapier. • Experience authenticating and mapping data variables natively via the Clio API (v4), Google Calendar API, and Microsoft Graph / SharePoint API. • Demonstrated experience handling structured JSON payloads and dealing with API rate limits. • Strong understanding of AI prompt design for accurate textual parsing and document structural layout.

I am building a reusable lead follow-up and consultation booking automation system for med spas and aesthetic clinics. I need an experienced automation specialist who can build, test, document, and hand off a production-ready workflow system. This is not a one-off Zapier task. I need a reusable system that can be adapted for future clients. What the system should do: * Recover missed calls and website inquiries before they go cold * Send fast SMS/email follow-up to new leads * Collect basic service interest without giving medical advice * Send a consultation booking link * Log every lead in a CRM or lead tracker * Track lead status from new inquiry to booked consultation * Notify clinic staff when a lead replies, books, or needs human review * Escalate medical, treatment-specific, pricing-sensitive, or sensitive questions to staff * Run a simple no-response follow-up sequence * Send appointment reminders after a consultation is booked * Provide a weekly lead activity summary showing new leads, contacted leads, booked consultations, no-responses, and escalations Preferred stack: - Make - Airtable - Twilio - Calendly - Google Workspace / Gmail I am open to GoHighLevel or other stack recommendations if you can explain the trade-offs clearly. Important compliance guardrails: The system is for appointment scheduling and lead follow-up only. It must not provide medical advice, diagnose, recommend treatments, collect sensitive medical history, or answer treatment-specific questions. Any medical, pricing-sensitive, treatment-specific, or sensitive question should be routed to clinic staff. Required deliverables: - Workflow diagram - Recommended stack document - Working demo system - CRM/tracker template - SMS/email message templates configured with variables - Testing checklist - Client onboarding checklist - Duplication/setup guide - Loom walkthrough - Handoff documentation - Monthly tool cost estimate - Limitations and risks document Budget: Fixed price: $1,500 Budget flexible up to $2,000 for the right reusable system. Proposed milestones: Milestone 1 — Architecture and stack recommendation $300 Milestone 2 — Working build $800 Milestone 3 — Documentation and handoff $400 PLEASE COMPLETE THE SCREENING QUESTIONS WHEN APPLYING: 1. Describe a workflow you built involving SMS follow-up triggered by a call or form submission. What tools did you use? 2. What is the most complex Make.com scenario you have built? 3. Have you built Airtable as a CRM or lead tracker before? Describe the structure. 4. Have you integrated Twilio with Make or Zapier for SMS automation? 5. Have you connected Calendly webhooks to downstream automation? 6. How would you prevent this system from giving medical advice or collecting sensitive information? 7. What does your documentation and handoff process include? 8. For this use case, would you recommend GoHighLevel or Make + Airtable + Twilio? Why?

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.

We are seeking an AI Automation Implementation Expert to enhance our business processes. The ideal candidate will have experience in implementing AI solutions to improve efficiency and productivity. Responsibilities include analyzing current systems, identifying areas for automation, and implementing AI-driven solutions. The candidate should be able to work independently and provide insights on AI best practices.