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.

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.

Summary We are seeking a highly skilled Automation + AI Systems Specialist to help design, build, and refine workflows, automations, and AI-assisted operational systems for our growing recruiting and staffing company. We work in a fast-paced recruiting and talent acquisition environment where speed, organization, lead management, and operational efficiency are critical. As we continue to grow, we are looking for a long-term automation partner who can help us streamline operations, connect systems, reduce manual work, and build scalable infrastructure across departments. We are not looking for someone who only builds simple one-step automations. We already utilize automation across several parts of our company and are seeking an experienced expert who can help architect more sophisticated systems, troubleshoot complex workflows, recommend scalable solutions, and integrate AI meaningfully into our operations. PROJECT EXAMPLES: Build AI-assisted recruiting workflows for sourcing, screening, and candidate management Create automated intake and routing systems for candidates, clients, and internal recruiting teams Develop AI-powered workflows for resume formatting, candidate summaries, and job description generation Automate onboarding/offboarding workflows for clients, candidates, and internal staff Connect HubSpot, Salesforce, Jotform, and other systems to improve data consistency and reduce manual administrative work Build workflows that sync recruiting data between CRMs, forms, spreadsheets, email marketing systems, and project management tools Create automated reporting dashboards and recruiting performance visibility systems Help transition fragmented automations into cleaner, centralized systems Troubleshoot failed automations, broken workflows, API issues, and sync errors Build AI-assisted SOP/documentation workflows for recurring internal processes Improve lead management, pipeline tracking, and marketing automation workflows IDEAL CANDIDATE: Senior-level AI/Automation expert with experience building advanced multi-step workflows currently in production Strong understanding of operational systems and process optimization — not just technical implementation Experience integrating AI tools and LLMs into real business workflows using OpenAI, Claude, APIs, or agent-based systems Advanced experience with platforms like n8n, Zapier, Make, HubSpot Workflows, and API integrations Comfortable designing scalable systems that are reliable, maintainable, and well-documented Able to identify inefficiencies and proactively recommend better operational approaches Comfortable with light-to-moderate coding (JavaScript, Python, APIs, webhooks, etc.) Strong communicator who can collaborate with both technical and non-technical team members TOOLS WE CURRENTLY USE: HubSpot Salesforce Zapier n8n Jotform OpenAI / ChatGPT Anthropic / Claude Various recruiting, CRM, and project management platforms Open to recommendations for better infrastructure/tools as needed BONUS EXPERIENCE: Recruiting, staffing, or HR-tech industry experience CRM/data architecture AI knowledge management systems Lead routing and sales pipeline automations Dashboarding and reporting systems Experience scaling operational systems for growing companies This will likely begin with one or two high-priority projects and expand into an ongoing relationship as we continue scaling our systems and operations. If you have experience building sophisticated automation ecosystems and enjoy helping companies operate more intelligently and efficiently, we’d love to connect.

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.

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.

Project Overview We are an energy distribution and marketing company running Microsoft Dynamics 365 Business Central. We are evaluating whether we can build an internal cash application automation workflow instead of purchasing a third-party SaaS solution. The objective is to automate the matching of incoming customer payments to open invoices using: Bank transaction feeds (BAI2 files from Frost Bank) Remittance emails from Outlook Open AR invoices in Business Central AI-assisted matching where appropriate This is not a chatbot project. This is an accounting workflow automation project. Current Process Treasury downloads bank activity. Treasury reviews remittance emails. Accounting manually identifies customer payments. Accounting matches payments to open invoices. Accounting creates and posts entries in Business Central. We would like to reduce manual effort while maintaining accounting review and approval controls. Desired Future State Data Sources Frost Bank BAI2 files Outlook shared mailbox containing remittance emails Business Central: Open AR invoices Customer master Vendor master Payment journals Workflow Read incoming remittance emails. Extract: Customer name Payment amount Invoice numbers Payment references Read bank transactions. Match payments to customers and invoices. Generate confidence scores. Present suggested matches for review. Push approved entries into Business Central Payment Reconciliation Journal or Cash Receipts Journal. Maintain audit trail of AI recommendations and user approvals. Deliverables Requested Phase 1 – Discovery Provide: Recommended architecture Estimated implementation effort Recommended technology stack Estimate of expected match rates Build vs buy recommendation Phase 2 – Proof of Concept Build a prototype that: Reads remittance emails Parses BAI2 transactions Pulls open invoices from BC Suggests invoice matches Provides confidence scoring Phase 3 – Production Build Optional based on successful POC. Preferred Technology Strong preference for: Microsoft Business Central Power Automate Azure OpenAI Azure Functions BC APIs SQL Server/Azure SQL Open to alternatives if justified. Required Experience Please provide examples of: Microsoft Business Central projects Payment reconciliation projects Cash application automation Bank integration projects AI-assisted document processing Accounting or ERP workflow automation Screening Questions How many Business Central implementations have you personally worked on? Have you integrated BAI2 bank files before? Have you built payment reconciliation workflows? What match rates would you expect before and after AI assistance? Would you use Power Automate, Azure Functions, or another architecture? What are the biggest risks in this project?

(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.

Overview Curiel Homes is looking for a highly skilled freelance specialist to help transform our website into a true lead conversion machine. We are a modern real estate and mortgage brand focused on growth, automation, local authority, and scalable systems. We want someone who understands: Real estate lead generation SEO and local search strategy AI integrations and automation Google PPC CRM workflows and follow-up systems Website performance optimization Conversion-focused design This is NOT just a website design project. We are looking for someone strategic who can help build long-term systems and automation that drive leads and conversions. Current Goals We want to improve and/or implement: Website + SEO Neighborhood-focused SEO landing pages Local authority content strategy Faster mobile page speed ADA/screen reader optimization Structured blog strategy based on real search queries Mortgage and down payment assistance pages Google Business Profile integration AI + Automation AI chat follow-up and lead nurturing CRM automation and workflow optimization Retargeting audience setup Review scraping/integration tools (ex: Birdeye.ai) AI-assisted content generation Smart lead capture systems Data + Content Add/edit videos throughout website Fed-related market data integrations Content hub/blog strategy Automated market insights and reporting ideas Ideal Candidate We are looking for someone who has: Experience working with lead-gen businesses Strong understanding of SEO and technical SEO Experience with Google PPC Experience with AI tools and automation Experience integrating CRMs and lead funnels Strong communication and strategic thinking Ability to recommend scalable systems Portfolio of websites or funnels that generated measurable results Bonus if you have experience with: IDX websites Sierra Interactive, Follow Up Boss, KVCore, or similar CRMs AI chat systems Local SEO domination strategies Conversion rate optimization What We Need From You When applying, please include: AI/automation experience What platforms/tools you recommend Your approach to improving conversion rates Estimated timeline Your preferred pricing structure Project Scope We are open to: Hourly consulting Fixed project pricing Ongoing monthly partnership Potential for long-term work if it is a strong fit.

Thrive Commerce is seeking an experienced freelance sales automation specialist to design and implement an AI-driven outbound sales and lead generation system. Thrive Commerce helps eCommerce retailers increase conversion rates, shopper engagement, and revenue through personalized promotions and offer optimization technology. We currently utilize HubSpot as our CRM and have an existing database of companies and contacts loaded into the platform. While HubSpot is our current system of record, we are open to adopting additional or alternative sales engagement platforms and email providers if they better support our objectives. Our primary goal is to increase the number of sales-qualified leads and booked meetings through a combination of LinkedIn outreach, automated connection requests and messaging, targeted outbound email campaigns, and AI-powered prospecting workflows. We are particularly interested in modern AI sales automation solutions that can effectively replace or significantly reduce the need for a traditional SDR function, leveraging tools such as Clay, Claude, Apollo, LinkedIn automation platforms, intent data providers, and other best-in-class technologies. The ideal candidate will have demonstrated experience designing and implementing scalable B2B outbound sales systems that generate measurable pipeline growth. Please include in your proposal relevant examples of similar projects, the technology stack utilized, key performance metrics achieved, and specific results related to increased qualified leads, meeting bookings, sales opportunities, or revenue generation. Budget flexible based on scope and experience.