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 seeking an experienced curriculum developer to create an engaging and comprehensive curriculum focused on teaching students about ethical AI principles. The curriculum should cover key topics such as fairness, accountability, and transparency in AI systems. The ideal candidate will have a strong background in AI, education, and ethics, and be able to design interactive lesson plans that foster critical thinking. Ideally, we would want to hire an active high school teacher for this position, and would be able to provide additional payment for in-class testing. The required deliverables include the following: - A module aimed at high school students introducing the foundations of responsible AI usage. These should be able to be taken in a single one-hour class. - Modules aimed at high schoolers allowing them to earn "advanced ai permissions" by teaching them how to use it on homework. This is about ten hours of instructional material/exercises. There should be hands on exercises teaching them about citations, fact-finding, and collaboration rather than reliance on AI. - A teacher targeted module, about 30 minutes teaching them about options for incorporating AI literacy into their classroom.

We are seeking a technology professional—ideally a business owner, consultant, founder, technical leader, or team manager—to mentor a group of high school students as they work on a real project for your business. Students will spend four weeks tackling a business challenge, initiative, or project that you'd like completed but haven't had the bandwidth to prioritize. The goal is to provide your organization with fresh perspectives, research, analysis, and actionable recommendations while giving students exposure to real-world technology and innovation challenges. This is a low-lift opportunity designed for busy professionals. The Work-Based Learning Alliance (WBLA) manages the entire student experience, including project scoping, internship structure, meeting agendas, milestones, student support, and stipend payment. Your role is simply to share your expertise, meet with students for one hour each Monday via Zoom (between either 9:30am–12:30pm ET or 3:30pm–6:30pm ET), and provide feedback on weekly deliverables. Total time commitment is approximately 2–3 hours per week over four weeks commencing June 29. Professionals who are excited to develop future talent while receiving meaningful insights and deliverables for their business are encouraged to apply. Projects could include: -AI tool evaluation and implementation research -Market research and competitive analysis for software, technology, or digital products -Product feature analysis and solution design -Process improvement and workflow automation opportunities -Technology trend research and emerging technology assessments -Marketing, technical documentation, or product positioning assets Key skills include: -Knowledge of technology, software, IT, AI, cybersecurity, data, or digital products -Ability to mentor and provide constructive feedback -Strong communication and interpersonal skills -Experience leading technical projects, teams, products, or business initiatives

Upwork's Governance, Risk & Compliance (GRC) team is seeking an experienced freelancer with a strong background in AI tool automation to help streamline and enhance our compliance workflows. You will work closely with our GRC team to identify automation opportunities, design and implement AI-driven solutions, and integrate tools that improve efficiency across risk assessments, policy management, audit preparation, and compliance monitoring. Key Responsibilities: Assess existing GRC workflows and identify high-impact automation opportunities Design and implement AI-driven automations using Claude AI to support intelligent document analysis, risk summarization, policy drafting, and compliance Q&A workflows Integrate AI tools with Vanta to enhance compliance monitoring, evidence collection, and control mapping Build automated workflows for risk tracking, audit preparation, and policy lifecycle management Document solutions and provide handoff training to internal GRC team members Required Qualifications: Deep knowledge of GRC principles, practices, and frameworks — including SOC 2, ISO 27001, ISO 27018, ISO 42001, PCI-DSS, and Microsoft SSPA — with the ability to translate compliance requirements into functional automation logic Demonstrated experience building AI and automation workflows, including LLM integration, prompt engineering, and API-based tool development Strong understanding of risk management methodologies, control frameworks, and audit readiness processes Experience operationalizing compliance programs, not just familiarity — you should be comfortable owning GRC workflows end-to-end Proficiency with no-code/low-code automation platforms and/or Python scripting Excellent written and verbal communication skills, with the ability to document technical solutions clearly for compliance audiences Preferred Qualifications: Prior hands-on experience working within a GRC or Information Security team Relevant certifications such as CISA, CRISC, CISSP, or ISO Lead Implementer/Auditor Experience with AI governance frameworks and emerging standards around responsible AI (aligned with ISO 42001) Familiarity with Upwork's platform or similar marketplace environments

Join our team as a senior AI Architect working closely with our product and engineer teams to design practical AI capabilities within our SaaS platform. This is a hands-on role focused on building reliable, production-grade conversational and AI-assisted features — not experimental research projects. You will work closely with product and engineering teams to design scalable AI patterns, integrate modern LLM technologies, and help shape how AI capabilities are embedded into real operational workflows. You will focus deeply on architecture, implementation quality, reliability, usability, scalability, observability, and operational robustness. This role is ideal for someone who understands both modern AI tooling and the realities of shipping enterprise SaaS software in production environments. We value people who can think critically about architecture, tradeoffs, operational realities, and long-term maintainability — not just prototype AI demos.

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

We are a growing construction law firm seeking an experienced AI strategist and solutions architect to advise our AI Council and help us identify, prioritize, and build practical AI solutions that improve productivity, reduce administrative burden, and enhance legal workflows. This is not a purely advisory role and it is not a traditional developer position. We are looking for someone who can help us evaluate opportunities, recommend technology solutions, perform build-versus-buy analyses, and then assist in building approved AI agents, workflows, and automations. Our initial focus is internal productivity and workflow improvement rather than client-facing applications. ABOUT US: We are a boutique construction law firm with attorneys and staff across multiple states. We have an active AI Council and are committed to thoughtful, practical adoption of generative AI. Current technology stack includes: * Microsoft 365 Copilot * Microsoft Teams * SharePoint * NetDocuments * Centerbase * Lexis Protégé Available: * Microsoft Power Platform * Power Automate * Copilot Studio * Power BI WHAT WE NEED: We are seeking a long-term advisor who can serve both in an advisory and developmental role: Strategic Advisory * Evaluate AI use cases submitted by our AI Council * Recommend practical implementation approaches * Perform build-versus-buy analyses * Evaluate AI vendors and emerging technologies * Advise on legal-industry AI trends and best practices * Help establish governance and implementation standards Solution Design & Development * Design AI agents and workflow automations * Build approved solutions within the Microsoft ecosystem * Create proof-of-concepts and pilot programs * Integrate solutions with existing firm systems where appropriate * Assist with testing, refinement, and deployment Initial Project Focus: Our first major initiative will likely involve evaluating whether we can replace or replicate portions of commercial contract review software through an internally developed solution. We are particularly interested in exploring: * Contract review workflows * Clause analysis * Risk identification * Contract summaries * Knowledge management integration IDEAL QUALIFICATIONS * Experience working with law firms, legal departments, or legal technology companies * Experience implementing generative AI solutions in professional services environments * Deep understanding of Microsoft Copilot ecosystem * Experience with Copilot Studio, Power Platform, and workflow automation * Ability to communicate effectively with attorneys and non-technical stakeholders REQUIRED * Experience designing and implementing AI agents or workflow automations * Ability to evaluate business requirements and recommend appropriate solutions * Strong understanding of current generative AI tools and trends * Ability to translate strategy into practical implementation Please provide a cover letter with your qualifications and answers to the following questions: 1. Describe a law firm or legal department AI project you personally led. 2. What is your experience with Microsoft Copilot, Copilot Studio, Power Platform, and Power Automate? 3. Describe a build-versus-buy recommendation you made and the factors considered. 4. If asked to replicate a significant portion of a contract review platform internally, how would you approach the project? 5. How do you measure ROI and success for AI implementations? We are looking for a practical advisor and builder who can help us make sound decisions, avoid unnecessary spending, and implement solutions that deliver measurable value.

AI-Powered HR Manager: Build It, Automate It, Hand It Off ----------------------------------------------------------------------- WHAT THIS IS We're a multi-location retail business and we need one sharp HR person to build our entire people operation from scratch and run it lean using AI. You'll get access to a Claude team account and the tools you need to move fast. In return, we expect you to work smarter than a traditional HR person, not harder. The hours are lower because the tools are better. The output standard is high because you'll have everything you need to meet it. Job descriptions, some policies, and KPI frameworks are already partially built. Your job is to take what exists, sharpen it, fill the gaps, automate everything you can, and deliver a system that runs with minimal intervention from anyone. We are investing in the right person and the right tools. We expect 10x the value of a traditional HR hire in half the hours. ----------------------------------------------------------------------- WHAT WE'RE GIVING YOU - Claude team account: use it for drafting, research, screening, template generation, policy writing, everything - Existing job descriptions, partial policies, and KPI frameworks to build on. You are not starting from zero - Direct owner access for fast decisions, no bureaucracy, no approval chains - A custom internal HR portal where your content lives and gets automated going forward - Clear scope, clear milestones, and clear payment triggers with no ambiguity about what done looks like ----------------------------------------------------------------------- THE ENGAGEMENT: TWO PHASES PHASE 1 - Build the Foundation + Make 5 Hires 4-6 weeks | Project-based | Milestone payments - Audit all existing job descriptions, policies, and salary ranges: benchmark against current market data, flag gaps, and finalize with owner before any offer goes out - Build and complete KPI frameworks for every role (managers and associates) so every hire knows exactly what success looks like from Day 1 - Post, source, screen, and close 5 management hires across our 3 locations (see below) - Build full HR infrastructure: employee handbook, onboarding checklists per role, offer letter templates, and compliance docs, all using AI where possible - Set up ATS with automated screening, self-book interview scheduling, and AI-assisted candidate filtering - Migrate payroll to Gusto and/or Paychex, live and running before Phase 2 starts - Feed all content into our internal HR portal so the AI layer can maintain and automate it going forward - Deliver a clean handoff guide so routine HR runs without you PHASE 2 - Run HR + Payroll Ongoing 2-4 hrs/week | Ongoing Upwork contract | Paid weekly or bi-weekly - Process weekly payroll across all locations: accurate, on time, every time, automated as far as the platform allows - Handle ongoing hiring as new roles open, staggered, not all at once - Own all employee HR questions: the owner is never the first call - Keep compliance current: local labor law updates annually and you stay ahead of them - Continuously improve and automate, always reducing manual work over time - Update HR portal content as policies and roles evolve ----------------------------------------------------------------------- PHASE 1 MILESTONES & PAYMENT SCHEDULE All Phase 1 payments are milestone-triggered. No milestone, no payment. M1 - Compensation and KPI audit complete across all roles, owner sign-off received M2 - All 5 manager job posts live, ATS configured, active pipeline running M3 - All 5 manager offers accepted, start dates set M4 - Full HR infrastructure delivered: handbook, onboarding, templates, compliance, portal content M5 - Payroll migrated, first clean payroll run complete in Gusto/Paychex Phase 2: Ongoing HR and payroll, 8-12 hrs/week ----------------------------------------------------------------------- PHASE 1 HIRING SCOPE: 5 ROLES Managers come first. Associates are hired in waves underneath them. You manage the sequencing so payroll ramps up at a pace that makes sense. Role Store Manager Assistant Store Manager Laundromat Manager (24/7 operation) Compensation for all roles is competitive. Details are available during the interview process. Your M1 deliverable includes validating and finalizing all comp ranges before any offer goes out. ----------------------------------------------------------------------- KPIs ARE A CORE DELIVERABLE Before the first hire is made, you will build out KPI frameworks for every role. We have some frameworks started. Your job is to complete them, make them measurable, and make sure every person we hire knows exactly what success looks like from Day 1. - Store managers: sales targets, shrink rate, labor cost percentage, customer satisfaction, team retention, etc - Assistant managers: shift performance, task completion, team development metrics - Location manager (24/7): uptime, cleanliness scores, incident reports, revenue per shift - Associates: productivity targets, attendance, cross-training progress These KPIs feed into our internal system and become how we manage and evaluate performance going forward. Build them right the first time and you will be responsible fully yo track these. ----------------------------------------------------------------------- HOW WE EXPECT YOU TO USE AI You'll have a Claude team account from Day 1. We expect you to use it actively. The reason the hours for this role are lean is because AI handles a significant portion of the drafting, research, and routine work. That is the deal. - Use Claude to draft job descriptions, policies, onboarding docs, offer letters, and KPI frameworks - Use AI screening tools or Claude to filter applications before you spend time on them - Use AI to research compliance updates, benchmark salaries, and generate first drafts of any HR document - Use automation wherever the payroll platform or ATS allows and document what you've automated so it stays automated - Feed everything into our internal HR portal so the AI layer can maintain it going forward If you are not comfortable using AI as a core part of your workflow, this role is not for you. ----------------------------------------------------------------------- WHO WE'RE LOOKING FOR Must Have: - 3+ years HR experience in retail, hourly, or multi-location environments - Full-cycle recruiting: you have sourced, screened, and closed management and hourly roles end to end - Payroll management experience: you have run payroll, not just supported someone who did - Hands-on Gusto and/or Paychex experience - Genuine comfort with AI tools: you use them daily and you are not learning on the job here - Knowledge of local labor law in your operating jurisdiction, including wage ordinances, paid leave requirements, and scheduling laws - Ability to build HR infrastructure from scratch and hand it off clean Strong Bonus: - Experience migrating between payroll platforms - Has built KPI frameworks for hourly retail or service roles - Multi-location or franchise HR background - Experience building automated HR systems that reduced manual work measurably ----------------------------------------------------------------------- CONTRACT TERMS This is an Upwork contract. Here is exactly what that means: Contract Type : Upwork hourly contract, all work tracked and paid through Upwork Phase 1 : Project-based with milestone payments (see above), rate set at contract start Phase 2 : Ongoing hourly contract, 8-12 hrs/week, paid weekly or bi-weekly through Upwork Communication : Weekly check-in with owner, more frequent during Phase 1. Available for any additional meetings or calls the owner requests. ----------------------------------------------------------------------- AI TOOLS AND CONFIDENTIALITY POLICY This is a strict requirement, not a suggestion. By accepting this contract you agree to the following: AI Tools You May Use: - You will use only AI tools we provide or approve in writing. This currently means Claude via our team account, and any other tool we explicitly authorize. - You may not use personal AI accounts, free-tier tools, or any external AI platform to process, draft, or analyze any of our HR data, employee information, or business content. - All AI usage must happen within our provided accounts and systems so data stays within our environment at all times. - If you want to use a tool not on our approved list, you ask first. No exceptions. Confidentiality: - Everything you access, create, or learn in this role is strictly confidential: employee records, compensation data, business operations, HR policies, KPIs, candidate information, and all other business information. - You may not share, export, copy, or use any of our data, documents, or systems outside the scope of this contract and our approved tools. - All work product created under this contract belongs to us. You retain no rights to any documents, templates, systems, or processes you build. - You may not use our business information, processes, or data to benefit any other client, employer, or personal project, during or after this engagement. - Upon contract end, all access is revoked immediately. Any copies of our data or documents in your possession must be deleted and confirmed in writing. Violation of any of the above is grounds for immediate contract termination and may result in legal action. This is standard for any serious HR engagement. ----------------------------------------------------------------------- HOW TO APPLY In your Upwork proposal, answer these three questions. Keep each answer to 3-5 sentences. We are looking for substance, not length. 1. Tell us about one HR system you built from scratch. What did it include, how did you use AI in building it, and what does it look like today? 2. How have you used AI tools specifically in HR or payroll work? Give one concrete example with a real outcome. 3. Describe a payroll migration or complex payroll situation you owned end to end. What platform, how many employees, and what was hard about it? Proposals without clear answers to all three will not be reviewed. Generic cover letters will be skipped. ----------------------------------------------------------------------- We are an equal opportunity employer. This is an independent contractor engagement via Upwork. All applicable local, state, and federal labor law compliance is a core responsibility of this role.

We are seeking an expert in GoHighLevel to assist with setting up and optimizing our website chat bot AI agent. It is already connected to the website, we just need someone that can help us configure it properly so that potential clients can interact with it

Hello, I'm looking for an experienced automation engineer or systems integrator to build a cloud-based automated messaging system for our restaurant operations. We operate 10 restaurant locations with approximately 40 Motorola TLK 25 radios using WAVE PTX. The goal is to use Radio.co to schedule already created operational voice mp3 reminders (opening procedures, food safety checks, labor reviews, closing tasks, etc.) and automatically broadcast those messages to designated WAVE PTX talk groups. The proposed solution would utilize: * Radio.co for scheduling and audio content * Azure Windows VM as a dedicated cloud-hosted dispatch workstation * WAVE PTX Dispatch for radio communications * Virtual audio routing and PTT automation to transmit scheduled messages to Motorola TLK 25 devices We're looking for someone who can design, deploy, test, and document the complete solution, including Azure configuration, audio routing, automation, monitoring, and scalability for future growth. If you have experience with cloud infrastructure, automation, streaming audio, dispatch systems, or Motorola WAVE PTX, please let me know how you would approach this project. We have a clear vision and proposed architecture for this project and are looking for a skilled developer to help execute, validate, and deploy it. The objective is to create a cloud-based automated messaging system that uses Radio.co for scheduled voice reminders and broadcasts those messages to Motorola TLK 25 radios through WAVE PTX Dispatch. We anticipate utilizing an Azure Windows VM, virtual audio routing, and automated Push-to-Talk activation to create a reliable, scalable solution for restaurant operations. At this stage, we need a technical expert who can review our proposed workflow, identify any improvements or challenges, and then build, test, document, and deploy the solution. The ideal candidate has experience with cloud infrastructure, automation, audio streaming, browser automation, dispatch systems, or Motorola WAVE PTX. We value practical execution and problem-solving and are looking for someone who can take an existing concept and turn it into a production-ready system.