1. Serve as the primary administrator and subject matter expert for SharpSpring. 2. Design, build, test, deploy, and optimize automated marketing workflows. 3. Create multi-step nurture campaigns for lead generation, customer onboarding, cross-selling, retention, and re-engagement. 4. Develop lead scoring models and lifecycle management processes. 5. Build and maintain CRM integrations, forms, landing pages, dynamic lists, and automation triggers. 6, Audit existing automations and identify opportunities for improvement, consolidation, and increased performance. 7. Troubleshoot workflow issues, deliverability concerns, and automation errors. 8. Develop and execute email marketing campaigns from concept through deployment. 9. Build email templates and ensure responsive design across devices and email clients. 10. Create audience segmentation strategies to improve engagement and conversion rates. 11. Manage email lists and database hygiene to ensure compliance and performance. 12. Coordinate campaign calendars and promotional schedules across multiple business units. 13. Maintain brand consistency across all email communications.

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.

We are seeking a skilled freelancer to automate the process of converting Excel bank statements into Google or excel Sheets. The task involves the AI extracts and classifies the expenses by category and send clean data to a google sheet or excel to automatically build a P&L and balance sheets . The ideal candidate should have experience in data processing and financial analysis, ensuring accuracy and attention to detail. This is a part-time project with a short duration, expected to be completed in less than a month.

Job Description: We are a dental office serving as a VA (Veteran’s Affairs) Community Care provider. We are seeking an experienced Microsoft 365 and Power Automate expert to design and deploy a secure, HIPAA-compliant referral tracking system. Our current workflow receives critical, password-protected incoming patient referral emails. We need to automate the extraction of this data and feed it into a centralized tracking dashboard. Key Scope of Work: 1. Automated Extraction: Create a Power Automate flow that monitors a shared inbox, handles/decrypts incoming password-protected referral notifications, and extracts key patient metadata. 2. Database & Dashboard Setup: Build a secure tracking system using Microsoft Lists (or Excel Online) configured with distinct operational phases: -Intake Data: Veteran Name, Date Received, Authorization #, Auth Expiration Date, and Approved Treatment lines. -Scheduling Logs: Contact Status dropdowns, Contact Dates, Scheduled Appointment Dates, and VA Notification Checkboxes. -Clinical Follow-up: Tracking for post-exam Pre-Authorizations (Submission Date, Status, Expiration). 3. Security Compliance: Ensure all flows and data storage operate strictly within our secure Microsoft 365 cloud environment to maintain strict HIPAA compliance. Required Qualifications: -Proven track record building enterprise-grade workflows using Microsoft Power Automate and Microsoft Lists/SharePoint. -Experience working within HIPAA-compliant infrastructure or handling sensitive/encrypted data. -Ability to provide a short training documentation or training video for our front-office staff and Doctor. Please share examples of similar automated tracking workflows you have built when applying.

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.

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.

We are seeking a skilled freelancer to assess, troubleshoot, update, and document an existing Microsoft Power Automate solution that contains multiple flows that interact with SharePoint and Dynamics 365. The ideal candidate will have experience in automating business processes and integrating various applications. Responsibilities include designing, testing, and optimizing workflows to enhance efficiency and productivity. Familiarity with Azure DevOps required.

We need a freelancer to help set up automations in HubSpot. The work includes configuring workflows, ensuring they run smoothly, and making sure everything is set up correctly for our needs. This is a small, part-time project for someone who can work independently and deliver reliable automation setups.

(Remote position) We're implementing manufacturing automation pilots across a series of plants in the Midwest. You will: - Guide strategy, scope, and execution of the pilots - Advise on technology selection and integration - Identify risks and define success metrics - Work directly with plant teams and leadership Ideal background - hands-on experience guiding successful pilots in industrial or multi-plant settings

We're a 30-year, family-owned home improvement company in Michigan. We run a modern but disconnected software stack and we're looking for a developer to connect the pieces, automate manual work, and build reporting that actually gets used. This is project-based contract work to start, with steady ongoing work for the right person. Not a full-time role. What you'd be working on: Our tools don't talk to each other and too much still runs on manual data entry and spreadsheets. We want someone who can look at a workflow, find the bottleneck, and build the fix. Examples of projects on our list: Replace an antiquated Google Sheets scheduling system with something modern and connected Build and maintain integrations between our core tools (CRM, call tracking, phone, accounting) Build BI and reporting dashboards that pull from multiple sources into one clear view Automate manual data entry, lead routing, and reporting tasks Set up AI-assisted tooling where it makes sense (call summaries, automated reporting, data cleanup) Our stack: JobNimbus (CRM, system of record) CallRail (call tracking, ~50 numbers) RingCentral (phone) Rilla (sales conversation analysis) QuickBooks (accounting) Google Ads and Facebook Ads Google Sheets / Google Workspace You should have: Strong experience with API integrations and connecting SaaS tools (Zapier/Make is fine for some of it, but we want someone who can write custom code when the no-code tools fall short) Experience building reporting dashboards or BI tools Comfort with one or more CRM platforms (JobNimbus experience is a big plus) Ability to scope a problem, propose a solution, and ship it without heavy hand-holding Clear written communication and the ability to explain technical work to non-technical people Nice to have: Experience with JobNimbus, CallRail, RingCentral, or QuickBooks specifically Experience building AI-assisted workflows (LLM-based summaries, data extraction, etc.) Experience in home services, construction, or contracting businesses