Optimize CRM Projects with Vollna's Tools

We need a HubSpot expert to help set up and optimize our CRM, sales pipeline, and lead scoring system. The work includes configuring workflows, improving lead capture, refining lead nurturing, and supporting landing page setup. You should be able to assess our current setup, recommend improvements, and implement practical changes that improve lead quality and sales efficiency. This is a part-time project for someone who can work independently and communicate clearly throughout the engagement.

We are looking for a confident and motivated Business Development and Appointment Setting Executive to generate new sales opportunities within the UK market.

The successful candidate will research suitable businesses, identify the correct decision makers, make outbound calls, qualify potential clients and book appointments or online demonstrations for our sales team.

This is a performance focused role. The successful candidate will receive a basic salary or hourly rate together with commission or bonuses based on qualified appointments, attended demonstrations and successful sales.

## Main Responsibilities

• Research UK businesses that match our target customer profile.

• Build accurate prospect lists containing the company name, website, location, industry, decision maker’s name, job title, telephone number and email address.

• Verify contact information before adding it to our database or CRM.

• Make outbound calls to business owners and decision makers.

• Introduce our services clearly, confidently and professionally.

• Ask appropriate questions to understand the prospect’s current situation, requirements and challenges.

• Qualify prospects according to the criteria provided by the company.

• Book qualified appointments and online demonstrations for the sales team.

• Send appointment confirmations and reminders to help reduce missed appointments.

• Follow up with prospects who have shown an interest but are not yet ready to book.

• Maintain complete and accurate records of calls, conversations, follow ups and appointments in the CRM.

• Provide daily and weekly performance reports.

• Work towards agreed targets for calls, conversations, qualified opportunities, attended appointments and completed sales.

## Performance Based Pay

The compensation package will include:

• A basic salary or hourly rate.

• A bonus for each qualified appointment that attends the scheduled meeting.

• Additional commission for appointments that result in a completed sale.

• Higher commission or performance bonuses for consistently exceeding monthly targets.

Commission will normally be based on attended and properly qualified appointments rather than appointments that are cancelled, missed or incorrectly qualified.

The exact salary, commission structure and targets will be agreed before employment begins.

## What Counts as a Qualified Appointment

A qualified appointment must meet the following conditions:

• The prospect is a genuine business owner or relevant decision maker.

• The business matches our agreed target customer profile.

• The prospect has been informed about the purpose of the appointment.

• The prospect has expressed a genuine interest in discussing our services.

• The prospect has agreed to a specific date and time.

• The correct telephone number and email address have been confirmed.

Appointments booked with individuals who are not interested, do not have decision making authority or do not understand the purpose of the meeting will not be considered qualified.

## Required Experience and Skills

• Previous experience in business to business cold calling, telesales, lead generation, appointment setting or business development.

• Excellent spoken and written English.

• A clear, confident and professional telephone manner suitable for speaking with UK businesses.

• Strong listening, questioning and objection handling skills.

• Experience finding reliable business and decision maker contact information.

• Familiarity with Google Maps, LinkedIn, company websites and reputable business directories.

• Experience using prospecting platforms such as Apollo, Lusha, Hunter or similar services is desirable.

• Experience using Zoho CRM, HubSpot, GoHighLevel or another customer relationship management system is desirable.

• Strong organisation and attention to detail.

• Ability to work independently and achieve agreed performance targets.

• A reliable internet connection, computer and professional quality headset.

## Performance Measures

Performance will be reviewed based on:

• Accurate and verified business records added.

• Outbound calls completed.

• Meaningful conversations with decision makers.

• Qualified sales opportunities generated.

• Qualified appointments booked.

• Appointments attended by prospects.

• Sales generated from booked appointments.

• Accuracy of CRM records and follow up activities.

## UK Data and Calling Compliance

The successful candidate must follow the company’s data protection and marketing procedures, including applicable UK GDPR, Privacy and Electronic Communications Regulations, Telephone Preference Service and Corporate Telephone Preference Service requirements.

Business information must be collected and used responsibly. Misleading introductions, aggressive calling practices and unauthorised bulk contact methods will not be accepted.

## Working Arrangements

• Remote position.

• Working hours must cover normal UK business hours.

• Initial training, service information, qualification criteria and approved calling scripts will be provided.

• Performance will be reviewed during an initial probationary period.

• Continued employment will depend on call quality, appointment quality, attendance rates and overall results.

## How to Apply

Please provide:

1. A summary of your cold calling and appointment setting experience.

2. Details of your experience calling businesses in the UK.

3. The prospecting and CRM systems you have used.

4. Your average number of calls and qualified appointments per month.

5. A short voice recording introducing yourself and demonstrating how you would open a business call.

6. Your expected basic salary or hourly rate.

7. Your availability during UK working hours.

Overview

We're a fast-growing TikTok agency led by an influencer with a 3M+ follower network, and we've worked with Gymshark, Duolingo, Amazon, Shopify + 400 brands. We're hiring a remote Account Manager to own account management end-to-end. This isn't a support or coordination-only role, you'll be the person a client trusts to keep their business running smoothly, from onboarding through renewal, while leading a small team of specialists behind the scenes.

If you've worked in agency or client-services account management, know how to keep a client ahead of problems instead of chasing them, and can talk comfortably about margin and commercial trade-offs, we'd like to hear from you.

What You'll Do:
- Own the client relationship end-to-end: onboarding, delivery, and renewal, for a group of clients (~12 clients once fully ramped)

- Coordinate a group of specialists (Creator Specialist, Media Buyer, Shop Specialist), you won't execute their work directly, but you'll understand each function well enough to spot when something's off

- Run the weekly rhythm: consolidate specialist reports into one clear client narrative every Monday

- Hold commercial guardrails on margin, pricing, and offers, setting limits, not running detailed numbers

- Own the client outcome: pod leadership, performance narrative, strategy and briefs, creative intelligence distribution, content review, weekly reporting, and retention awareness

- Success in this role looks like: clients feel confident, onboard quickly, and delivery runs smoothly without escalation.

What We're Looking For:
- Client/account management experience: ideally agency or client-services background where you owned the relationship, not just supported it

- Evidence of coordinating multiple workstreams or specialists toward one outcome (not solo individual-contributor work)

- Commercial literacy: you can speak to margin, KPIs, or revenue impact from your own experience

- Strong written communication: proactive, not reactive

- Based in Canada, with availability that lines up with North America client hours

Nice to Have:
- TikTok Shop, social commerce, or e-commerce agency experience specifically

- Experience managing a client book in the 8–15 account range

- Experience holding a team accountable without direct/formal authority over them

Growth Path
- Promotion to Senior Account Manager (SAM) possible after 3+ months, contingent on independent pod management, no recurring escalations, and demonstrated commercial awareness

- Eligible for the Time-to-Activation Incentive: rewards consistent fast client onboarding, reviewed quarterly, on top of base

Hours & Location
- Remote, Canada-based
- Availability aligned with North America client hours (confirm specific timezone requirement before posting)

We are looking for an experienced GoHighLevel specialist to set up and optimize our CRM, lead management system, and automated follow-up workflows.

We receive leads from different sources and want to create a structured system inside GoHighLevel that allows our team to capture, organize, follow up with, and convert those leads more efficiently.

The system should be simple to manage, properly organized, automated where necessary, and easy for our team to understand after the project is completed.

Project Scope

• Set up and organize our GoHighLevel CRM
• Create a customized opportunity pipeline for managing leads
• Configure pipeline stages based on our sales process
• Connect lead capture forms to the CRM
• Set up automated lead assignment where required
• Create tags and custom fields for organizing contacts
• Build automated email and SMS follow-up sequences
• Create instant responses for new lead submissions
• Set up follow-up workflows for leads who do not respond
• Create appointment reminders and confirmation messages
• Build missed-call or missed-appointment follow-up workflows
• Automatically update opportunity stages based on lead actions
• Configure internal notifications for our sales team
• Create tasks or reminders for manual follow-up when necessary
• Set up lead nurturing campaigns for prospects who are not ready to purchase immediately
• Ensure contacts are properly segmented inside GoHighLevel
• Test all automations, triggers, conditions, and actions
• Clean up and organize the account so everything is easy to manage

What We Will Provide

• GoHighLevel account access
• Details about our current sales process
• Existing email and SMS copy where available
• Information about our services and target customers
• Existing lead sources and forms
• Any required branding or reference materials

Ideal Experience

We would prefer someone who has:

• Strong experience working with GoHighLevel CRM and automations
• Experience creating opportunity pipelines and lead management systems
• Strong understanding of GoHighLevel workflows and triggers
• Experience with email and SMS automation
• Knowledge of forms, calendars, tags, custom fields, and contact segmentation
• Experience building lead nurturing and follow-up campaigns
• Ability to troubleshoot automation issues
• Good understanding of sales funnels and customer journeys
• Strong attention to detail
• Ability to build systems that are simple for non-technical teams to manage

Experience connecting GoHighLevel with external platforms using Zapier, Make, APIs, webhooks, or other integrations would be an advantage.

When Applying

Please send:

• Examples of GoHighLevel CRM systems or automations you have built
• Examples of pipelines or lead nurturing workflows you have created
• A brief explanation of your GoHighLevel experience
• Any relevant integration experience
• Your availability to begin
• Estimated turnaround time
• Your project rate

The final system should give us a clear view of every lead, automatically handle repetitive follow-up tasks, and help our team move prospects through the sales process without leads being forgotten or lost.

Our main goal is to create a clean, reliable, and scalable GoHighLevel CRM and automation system that our team can continue managing after the project is completed.

About the job

We're splitting one company into two and standing up a fresh HubSpot portal (Sales Hub Professional) for the new business. We need an experienced HubSpot specialist to migrate our existing portal into the new one and set up automated invoicing. This is a HubSpot-to-HubSpot migration — not a website or CMS migration.

Scope

• Migrate contacts, companies and deals into the new portal with associations intact, including historic deal records (what customers bought, when, amounts, won/lost).
• Recreate our configuration: pipelines, custom properties, workflows, snippets, quote and email templates, lists, sequences, dashboards and reports.
• Set up an automated quote-to-invoice flow using a HubSpot invoicing app (Invoice Stack or similar), synced to Xero, including deposit-and-balance billing for event deals.
• Test everything in a sandbox/developer portal before the live cutover, and document what transfers cleanly and what doesn't.

Terms

This is a fixed-fee, deliverables-based engagement — a defined scope with a clear "done," not an open-ended hourly arrangement. Please quote a fixed price and a rough timeline.

Please answer in your proposal

1. Have you done a HubSpot-to-HubSpot portal migration? Briefly, what was the scope?
2. Have you set up automated invoicing in HubSpot synced to Xero (Invoice Stack or similar)?
3. How would you preserve historic deal records so past purchases and lost deals stay easy to browse?
4. Your fixed price and estimated timeline.

Please skip generic pitches. If your proposal is about WordPress, CMS or SEO, we're not the right fit.

I run a landscaping business and need a lightweight, no-code CRM built to manage the job pipeline from enquiry through to payment. This is an internal MVP — it needs to work well and hold up to real use, not look flashy.
What it needs to do:
Track jobs through: Enquiry → Site visit → Quote → Job scheduled → Completed → Invoiced → Paid
Store client and job records with linked history
Handle quote generation and tracking
Assign crew to jobs
Capture job locations using the what3words API
Give clients a simple portal to check job status and approve quotes
Give an inspector/reviewer a basic view with limited permissions
What I need from you:
An Airtable base with properly linked tables (Clients, Jobs, Quotes, Invoices, Crew)
A Softr front-end with role-based access (admin / client / inspector)
Working what3words integration for job addresses
A few basic automations (status-change notifications, that sort of thing)
Brief documentation so I (or someone else) can maintain or extend it later
You'll be a good fit if you have:
Strong Airtable experience — relational structure, automations, formulas
Softr build experience, especially with user groups/permissions
Experience wiring third-party APIs into no-code tools
Bonus: you've built a CRM or field-service tool before
Timeline: Flexible — ideally wrapped up within 2–3 weeks

Marketing Assistant
Employment Type: 3 month contract

The role is primarily focused on lead generation, video editing, content planning and posting, customer relationship management, and community building.

Support the growth of Frost & Found by building awareness, managing content, generating catering/ enquiries, nurturing customer relationships, and documenting the brand's journey during the market validation phase.
More about us - www.frostandfound.com.au

Core Responsibilities

1. Social Media Management (35%)
Content Scheduling

- Schedule Instagram posts and reels
- Schedule Facebook content
- Upload stories and updates
- Maintain content calendar

Community Engagement
- Respond to comments
- Respond to DMs
- Engage with local community accounts
- Engage with potential customers

Social Monitoring
Track:
- Top performing posts
- Saves
- Shares
- Comments
- New followers

2. Catering Enquiry Management (25%)

Lead Management
Manage all enquiries from:
- Website
- Instagram
- Facebook
- Email

Customer Follow-up
- Send catering information packs
- Follow up quotations
- Confirm bookings
- Collect testimonials

CRM Maintenance
Keep simple records of:
- Prospects
- Customers
- Repeat customers
- Event types
- Preferred flavours

KPI

- Enquiries responded to within 24 hours
- Customer database growth
- Conversion rate from enquiry to booking

3. Community Development (20%)

Community Outreach
Identify and engage:
- Filipino groups
- Indian groups
- Malaysian groups
- Singaporean groups
- Korean groups
- Ryde community organisations

Relationship Building
Invite groups to:
- Tastings
- Community events
- Catering opportunities
- Post business posts in groups

KPI
- New community contacts added monthly
- Community event participation
- Partnerships formed
- generate enquiries


4. Customer Database & Email Marketing (10%)

Database Management
Maintain:
- Email addresses
- Mobile numbers
- Event history
- Customer preferences

Email Marketing
Create:
- Monthly newsletters
- New flavour announcements
- Event offers
- Seasonal promotions

KPI
- Database growth
- Open rates
- Repeat orders generated


5. Market Research (10%)

Track:

Products
- Best-selling flavours
- Most profitable items
- Repeat orders

Customers
- Event types
- Customer demographics
- Price sensitivity
- Feedback trends

Provide monthly reports.

KPI
Monthly insights report delivered.

# Monthly Deliverables
The Marketing Assistant should provide:

Content
✅ 12-16 posts published
✅ 20+ stories
✅ 4-8 reels

Lead Generation
✅ All enquiries managed
✅ Catering opportunities tracked
✅ Customer database updated

Community
✅ 5 new community contacts
✅ 2 partnership conversations
✅ 1 community activation/tasting

Reporting
✅ Monthly marketing report
✅ Customer insights report
✅ Top-performing content report

Skills Required
Essential
- Instagram, Tiktok & Facebook experience
- Social media marketing experience
- Written communication
- Customer service mindset

Preferred
- Email marketing
- CRM experience
- Basic video editing skills

We are looking for motivated B2B Lead Generation Specialists and Sales Representatives based in Pakistan to find micro-businesses interested in adopting an all-in-one ERP solution (accounting, inventory, CRM, HR, operations).

THIS IS A PERFORMANCE-BASED / COMMISSION ROLE WITH FIXED MILESTONES.

---

How it Works:
- Your Role: Find small Pakistani businesses ready for software, qualify them, and route them to us.
- Our Role: We conduct the product demos, present the proposal, and handle the actual closing.
- Goal: Route leads that result in closed accounts.

Qualification Criteria:
- Target Clients: Very small Pakistani businesses (retail shops, trading firms, small agencies, boutique manufacturers).
- Company Size Limit: ONLY businesses with 1 to 5 users/employees qualify. (Companies with 6 or more employees DO NOT qualify).

Payout & Milestone Structure:
- Payment is calculated per user closed across qualifying businesses:
• 5 users in 1 business = 5 sales
• 1 user in 5 businesses = 5 sales
- Payout Trigger: Every time a total of 5 users are successfully closed, 1 milestone payment (as agreed) is released.
- Uncapped Earnings: There is no limit on deals. Every batch of 5 closed users triggers a new milestone payout.

Who Should Apply:
- Freelancers with experience in Pakistani B2B sales, cold calling, or SaaS outreach.
- Tax consultants, accountants, or business advisors with access to small business owners in Pakistan.

Training, marketing materials, and lead-routing instructions will be provided upon hire. Please apply with your past sales experience and how you plan to reach micro-business owners in Pakistan.

I need a LinkedIn manager to build campaigns from scratch and manage them for lead generation and business development. The goal is to support sales by creating a strong pipeline of quality clients and helping grow a book of business. You should be comfortable planning, launching, cold calling, appointment setting and optimizing campaigns, while also identifying and nurturing high-value prospects on LinkedIn.

I’m looking for an experienced Airtable + Softr developer to build an internal management system for my student housing platform in Egypt.
The system should include:
Property/apartment database
Student database and housing requests
Search and matching students with suitable properties
Property availability/status tracking
Owner database
Viewing and follow-up management
Staff roles and permissions
Simple management dashboard
Mobile-friendly interface
I prefer a No-Code solution using Airtable + Softr (or a better alternative if you recommend one).
The system must be owned by me, editable after delivery, documented, and transferable to another developer in the future.
Required skills: Airtable, Softr, CRM, Database Design, No-Code Development, Automation.
Please show me 2–3 similar systems you have built, preferably CRM, real estate, property management, student housing, or marketplace systems.

We are a US video marketing agency building a new website for a client in the energy and industrial services sector. The client is heavily invested in the Zoho ecosystem and the new site will be built on Zoho Sites so it connects natively to the systems they already own.

We handle strategy, copywriting, photography, and video. We need a Zoho specialist to build and wire it up.

Phase 1: Website build

Build a 7 page site on Zoho Sites from provided copy, photography, video, and design direction
Clean, modern, industrial aesthetic. Mobile first
Lead capture forms on every page, routed into Zoho CRM with correct field mapping and source attribution
GA4 and call tracking installation
Page speed and mobile optimization
Basic on-page SEO: titles, meta descriptions, heading structure, image compression and alt text
Migrate existing site structure and set up 301 redirects

Fixed price. Please quote your number and your timeline in your proposal.

Phase 2: CRM and campaign work (ongoing, separate engagement)

This is conditional on Phase 1 going well, and we are happy to award it to a second contractor if your strength is only in the build.

Audit, clean, and segment an existing Zoho CRM contact database
Build and run monthly email campaigns to that database through Zoho Campaigns, reactivating dormant contacts and cold quotes
Build a reporting dashboard in Zoho Analytics showing lead source, campaign performance, and pipeline stage movement
Monthly reporting on opens, replies, meetings booked, and deals influenced

We write the campaign copy. You handle setup, segmentation, deployment, deliverability, and reporting.

You are a fit if you:

Have built multiple live sites on Zoho Sites and can link to them
Know Zoho CRM field mapping and form routing well enough to troubleshoot it without hand holding
Have run real campaigns in Zoho Campaigns, including list hygiene and deliverability
Communicate clearly in written English and respond within one business day
Are comfortable signing an NDA before receiving any client access

Please do not apply if your Zoho experience is limited to CRM administration with no Sites build history.

About Us & The Position
Based in Sydney, Armor Cases designs and manufactures protective transport cases. We are seeking a versatile accounting graduate to handle streamlined bookkeeping workflows and drive digital marketing, sales, and customer care. Because our financial workflows are automated, the core of this role focuses on sales growth.

Compensation & Payment
All compensation is paid securely through Upwork on a monthly basis:

Base Salary: yielding approx. $545 USD net / $800 AUD after Upwork fees, structured as a monthly project milestone.

Performance Bonus: 1% of net sales (excluding tax and shipping) from your managed portfolio, paid via manual time at month-end upon hitting strict KPIs.

Key Responsibilities & Performance Metrics

Sales & Marketing: Spearhead product category management, SEO, competitor research, social media content, and customer support.

Bookkeeping & Automations: Maintain automated reporting systems. Successfully building a workflow automation is a mandatory pass/fail element of the trial.

Bonus KPIs: Earn monthly incentives by upholding strict standard operating procedure (SOP) timelines and communication quality, alongside achieving a 15% year-over-year, inflation-adjusted sales increase.

Performance Standards: Contract continuation requires passing initial evaluations. Missing performance targets for 3 consecutive months—or more than 6 months in a single year—will result in termination.

Candidate Requirements

Background: Accounting graduate.

Location & Communication: Native English proficiency, based in Southeast Asia to align with Sydney working hours, with concise and clear communication skills.

Traits: Detail-oriented, highly organized, critical thinker, fast learner, and motivated by sales and customer satisfaction.

GoHighLevel + Jobber + Google Workspace Implementation Specialist Needed — Multi-Brand, Multi-Market Sales & Operations System

Overview

We are an established home-service company building a scalable sales, operations and communication platform using GoHighLevel (GHL) + Jobber + Google Workspace.
We operate two customer-facing brands:
We currently operate, or are building operations, in four markets:
We have a multui-person sales team:
and a Sales Manager who will oversee lead distribution, sales activity, pipeline and performance.
We have already developed the overall business architecture and are looking for an experienced GHL + Jobber + Google Workspace implementation specialist to turn that architecture into a working system.
This is not a generic "set up my GoHighLevel account" project.

We need someone who understands:
CRM architecture
Sales processes
Lead routing
Multiple salespeople
User permissions
Automation
Jobber proposals and operations
Google Workspace integration
Gmail
Google Calendar
Google Drive
Google Docs/Sheets
Dashboards
Reporting
CRM/field-service integrations
Business process design

We are looking for a systems architect/implementer, not simply someone who knows how to configure basic GHL features.

The Core Customer Journey
The system must be built around this exact operating model:
GHL Lead → GHL Sales Process → Jobber Proposal → Proposal Acceptance → Jobber Job → Production → Completion → GHL Review / Referral / Cross-Sell
Google Workspace will be integrated throughout the process for company email, calendars, documents, files and internal collaboration.

The overall technology architecture is:
GHL = CRM, Lead Management & Sales
Jobber = Proposal, Job & Field Operations
Google Workspace = Email, Calendar, Documents, Drive & Collaboration
QuickBooks Online = Accounting
Gusto = Payroll

What We Need Built
1. Overall Technology Architecture
Build and integrate the following systems:
GoHighLevel
Used for:
CRM
Lead capture
Lead routing
Sales pipeline
Salesperson assignment
Appointment booking
Sales follow-up
SMS
Customer communications
Marketing automation
Proposal follow-up
Reputation management
Cross-selling
Sales reporting
Jobber
Used for:
Customers
Properties
Proposals/quotes
Scope of work
Products/services
Accepted projects
Jobs
Scheduling
Crews
Production
Completion
Invoicing
Google Workspace
Used for:
Gmail
Google Calendar
Google Drive
Google Docs
Google Sheets
Google Meet where appropriate
Internal collaboration
Company documents
Sales documents
Reporting/data sharing where appropriate
The goal is to create one connected operating system rather than three disconnected software platforms.

2. Multi-Brand Structure
The system needs to support:
Brand A
Brand B
The brands need to remain distinct from the customer's perspective while allowing us to maintain a unified customer relationship internally.

3. Multi-Market Structure
The system needs to identify the customer's market and use that information in:
Lead routing
Salesperson eligibility
Reporting
Calendars
Marketing
Communications
Proposal reporting
Job reporting

4. Salesperson Architecture
We have Multi salespeople:
One employee = one GHL login.
We do NOT want separate logins for each market or brand.
A salesperson may have access to multiple markets and/or brands.
For example, John could have access to:
Brand A – Area B
Brand A – Area A
Brand B – Area B
Brand B – Area A
Access and ownership must be treated as two different things.
A salesperson may have access to a market without owning every lead in that market.

5. Sales Manager
The Sales Manager needs centralized visibility and control over the sales organization.
The Sales Manager should be able to:
See all salespeople
See all active sales markets
See all brands
See all leads
See all opportunities
Reassign leads
Override automated assignments
Monitor salesperson workload
Monitor appointments
Monitor proposals
Monitor pipeline
Monitor close rates
Monitor sales revenue
Monitor proposal aging
Monitor salesperson follow-up
Salespeople should primarily see their own assigned business.
We expect to use appropriate GHL permissions and Only Assigned Data where appropriate.

6. Lead Routing & Distribution
Build a lead-routing system based on:
Existing customer relationship
Customer-requested salesperson
Brand
Market
Vertical
Eligible salesperson pool
Distribution rules
The system needs to support both:
Round Robin
and
Weighted Distribution
For example:
John — 40%
Cindy — 30%
Mary — 20%
Steven — 10%
The actual percentages will be finalized during implementation.
The Sales Manager must be able to change distribution rules and manually override assignments.

7. Master Sales Pipeline
Build a standardized sales pipeline:
New Lead
Contacted
Qualified
Consultation Scheduled
Consultation Completed
Design / Estimate
Proposal Required
Proposal Sent
Proposal Follow-Up
Verbal Yes
Won
Lost
Long-Term Nurture
We do NOT want separate pipelines for every market or service.
We want one standardized sales process using custom fields for:
Brand
Market
Vertical
Project Type
Salesperson
Lead Source
Opportunity Value

8. Custom Fields / Data Architecture
Build a clean master data structure.
Customer fields should include:
Brand
Market
Primary Vertical
Customer Type
Lead Source
Salesperson
Google Workspace email
Property/service address
Opportunity fields should include:
Brand
Market
Vertical
Project Type
Salesperson
Lead Source
Estimated Value
Proposal Value
Jobber Proposal ID
Proposal Status
Proposal Sent Date
Proposal Accepted Date
Lost Reason
The structure should be designed for reporting and automation, not simply data storage.

9. Google Workspace Integration — CRITICAL
Google Workspace is an important part of our operating system and should not simply be treated as an email provider.
We want the implementation specialist to integrate Google Workspace into the workflow wherever appropriate.
The primary Google Workspace services are:
Gmail
Google Calendar
Google Drive
Google Docs
Google Sheets
Google Meet where appropriate

10. Gmail + GHL
Each salesperson should be able to use their company Google Workspace email while maintaining the appropriate CRM communication history in GHL.
We want to evaluate and implement the appropriate Gmail ↔ GHL synchronization.
The goal is:
Salesperson Gmail ↔ GHL Contact/Conversation History
The implementation should address:
Incoming email
Outgoing email
Contact matching
Conversation history
Email visibility
User authentication
Email signatures
Brand-specific sending identities where appropriate
Avoiding duplicate communications
Each salesperson should connect their own Google Workspace account rather than sharing a common login.
HighLevel currently supports two-way Gmail synchronization and Google Calendar integration, including two-way calendar syncing.

11. Google Calendar + GHL
Google Calendar should be integrated with GHL for each salesperson.
The system should support:
GHL Appointment → Google Calendar
and appropriate availability/conflict checking:
Google Calendar → GHL Availability
We need:
Personal calendars
Appointment syncing
Conflict checking
Salesperson availability
Calendar ownership
Appointment routing
Market/brand-specific calendars where appropriate
The implementation must prevent double-booking.
HighLevel's current Google Calendar integration supports real-time synchronization and conflict calendars, and each user connects their own Google account/calendar.

12. Google Calendar Appointment Workflow
The desired process is:
Lead → GHL → Appointment Booked → Salesperson Calendar → Google Calendar → Consultation → GHL
The customer books through GHL.
The salesperson sees the appointment in Google Calendar.
The appointment remains connected to the GHL contact/opportunity.
This needs to work for:
John
Cindy
Mary
Steven
Sales Manager where appropriate

13. Google Drive
Google Drive should become the primary company document repository.
The implementation should establish a logical folder structure for:
Corporate
Brand A
Brand B
Markets
Sales
Marketing
SOPs
Training
Proposals/documentation
Reporting
Customer/project documentation where appropriate
The freelancer should recommend the best division between:
GHL media/files
and
Google Drive company files.
HighLevel currently supports Google Drive integration for accessing Drive files within its media storage, while the files remain stored in Google Drive.

14. Google Docs
Where appropriate, Google Docs should be used for:
Sales SOPs
Training
Internal procedures
Scripts
Proposal guidelines
Installation procedures
Customer service procedures
Employee documentation
System documentation
We do not want important company documentation buried inside a freelancer's GHL account.

15. Google Sheets
Where appropriate, Google Sheets may be used for:
Sales reporting
Lead distribution matrices
Salesperson eligibility
Data analysis
Import/export
Management reporting
Temporary operational data
However, Google Sheets should not become a replacement for the CRM.
The freelancer should recommend which information belongs in:
GHL
Jobber
Google Sheets
and why.

16. Google Meet
Where appropriate, Google Meet may be used for:
Internal management meetings
Sales meetings
Training
Remote consultations
System training
If integrated with GHL calendars, the implementation should ensure meeting links and calendar events work correctly.

17. Google Workspace Administration
The freelancer should understand the relationship between:
Google Workspace users
GHL users
Jobber users
We want:
One employee identity across the technology stack whenever practical.
For example:
John
Google Workspace:
exampleemail
GHL:
John's individual GHL user
Jobber:
John's appropriate Jobber user/employee access
The exact email/domain structure will be provided during implementation.

18. Lead Response Automation
Build automated lead response workflows.
A new lead should:
Create/update the contact
Create the opportunity
Identify brand
Identify market
Identify vertical
Assign salesperson
Notify salesperson
Send immediate acknowledgment
Create follow-up tasks
Initial follow-up framework:
Immediate acknowledgment
Day 1
Day 3
Day 5
Day 7
Day 14
Long-term nurture
Automation must stop or change appropriately when:
Customer responds
Appointment is booked
Opportunity advances
Opportunity is won
Opportunity is lost
Customer opts out

19. Appointment System
Build customer-facing appointment calendars that are simple.
Examples:
Brand A Consultation
Brand B Consultation
The customer should not need to understand our internal market/subaccount structure.
GHL should route the appointment to the appropriate salesperson based on:
Market
Brand
Salesperson eligibility
Availability
The appointment should synchronize with the salesperson's Google Calendar.

20. JOBBER PROPOSAL PROCESS — CRITICAL
This is one of the most important parts of the project.
We do NOT want the salesperson's process to stop at "Proposal Sent" inside GHL.
The actual proposal needs to be created and managed in Jobber.
The workflow is:
GHL Design / Estimate → Proposal Required → Jobber Proposal → Proposal Sent → Customer Decision
The Jobber proposal should contain the appropriate:
Customer
Property
Project
Scope of work
Products
Materials
Labor
Options
Upgrades
Pricing
Terms
Deposit/payment requirements
Expected timing
The proposal structure will vary depending on the service.

21. Jobber Proposal Types
We need proposal structures for the major services.
Brand B
Brand A
The implementation specialist should help us determine the best way to structure Jobber quote/proposal templates without overcomplicating them.

22. GHL → Jobber Handoff
When an opportunity reaches:
Proposal Required
the salesperson should be able to move the customer into the Jobber proposal process cleanly.
We need you to design and implement the most reliable available method for:
Creating/identifying the customer in Jobber
Identifying the property
Creating the proposal
Maintaining the relationship between the GHL opportunity and Jobber proposal
Tracking proposal status
Avoiding duplicate customers
We want the systems to work together rather than creating duplicate records or double entry.

23. Proposal Status Management
The system needs to recognize:
Proposal Required
Proposal Draft
Proposal Sent
Proposal Viewed
Proposal Follow-Up
Proposal Accepted
Proposal Declined
Proposal Expired
Job Created
We want proposal activity visible to management.

24. Proposal Follow-Up
A proposal should never simply be sent and forgotten.
The system should identify proposals requiring salesperson follow-up.
The Sales Manager should be able to see:
Proposals outstanding
Proposal value
Salesperson
Market
Brand
Days outstanding
Proposal status
Follow-up status
GHL should create appropriate salesperson follow-up tasks and/or communications.
Where email is appropriate, the communication should use the salesperson's connected Google Workspace/Gmail identity.

25. Proposal Acceptance
When a customer accepts the Jobber proposal:
Jobber becomes the operational source of truth.
The accepted proposal should lead to:
Job Created → Scheduled → Crew Assigned → Production → Completion
The corresponding GHL opportunity should be updated to:
Won
and the appropriate sales information should be retained.

26. Proposal Declined
If a customer declines:
The system should capture:
Lost
Lost Reason
Proposal Value
Salesperson
Brand
Market
Vertical
The customer may then enter an appropriate nurture campaign.

27. Proposal No Response
No-response proposals should be handled differently from explicitly declined proposals.
The system should allow:
Proposal Sent → Follow-Up → Long-Term Nurture
rather than immediately marking the opportunity Lost.

28. Jobber Production Workflow
After proposal acceptance, Jobber should manage:
Job creation
Scheduling
Crews
Materials
Time
Production
Job completion
Invoicing
We want GHL to remain focused on sales and customer relationship management rather than becoming a second Jobber.

29. Job Completion → GHL
When the job is completed, the customer should re-enter GHL for:
Thank-you communication
Review request
Referral request
Cross-sell
Future service
Repeat business
The desired workflow is:
Job Completed → GHL → Review → Referral → Cross-Sell → Repeat Customer

30. Cross-Sell Strategy
Because we operate two brands, we want the CRM to recognize opportunities for additional services.
For example:
A Brand A customer may become a Brand B customer.
A Brand B customer may become a Brand A customer.
A Christmas customer may become a Permanent Trim customer.
A Permanent Trim customer may purchase additional landscape lighting.
We need to maintain a unified customer history while keeping the brands operationally distinct.

31. Complete Integrated Workflow
The freelancer must design the systems around this workflow:
CUSTOMER
↓
GOOGLE / WEBSITE / ADS / REFERRAL
↓
GHL
↓
LEAD
↓
LEAD ROUTING
↓
JOHN / CINDY / MARY / STEVEN
↓
GHL SALES PROCESS
↓
CONSULTATION
↓
GOOGLE CALENDAR
↓
DESIGN / ESTIMATE
↓
PROPOSAL REQUIRED
↓
JOBBER
↓
JOBBER PROPOSAL
↓
PROPOSAL SENT
↓
GHL PROPOSAL FOLLOW-UP
↓
CUSTOMER DECISION
↓
┌────────────────────┐
│ │
ACCEPTED DECLINED
│ │
↓ ↓
JOBBER JOB GHL LOST/NURTURE
│
↓
SCHEDULE
│
↓
CREW
│
↓
PRODUCTION
│
↓
JOB COMPLETED
│
↓
GHL
│
├── THANK YOU
├── GOOGLE REVIEW
├── REFERRAL
├── CROSS-SELL
└── REPEAT BUSINESS

Google Workspace operates throughout this workflow:
Gmail → salesperson/customer communication
Google Calendar → salesperson availability and appointments
Google Drive → company/project documents
Google Docs → SOPs, training and internal documentation
Google Sheets → selected reporting/management functions
Google Meet → internal meetings/training where appropriate

32. Sales Manager Dashboard
Build a Sales Manager dashboard showing:
Leads
New Leads
Unassigned Leads
Leads by Salesperson
Leads by Market
Leads by Brand
Lead Response Time
Sales
Appointments
Consultations
Proposals Required
Proposals Sent
Proposals Accepted
Won Revenue
Close Rate
Average Ticket
Proposal Management
Proposal $
Aging Proposals
Proposals Requiring Follow-Up
Accepted
Declined
No Response
Salesperson Performance
John
Cindy
Mary
Steven
with comparable metrics for each.

33. Salesperson Dashboard
Each salesperson should have a standardized dashboard showing:
My New Leads
My Follow-Ups
My Appointments
My Consultations
My Proposals
My Open Opportunities
My Pipeline $
My Won Revenue
My Close Rate
My Average Ticket
Proposals Requiring Follow-Up
Each salesperson should primarily see their assigned data.

34. Reporting
Reporting should roll up:
Company → Brand → Market → Vertical → Salesperson → Lead Source
We need to be able to answer questions such as:
How many leads did Area Areceive?
Which salesperson received them?
How many appointments resulted?
How many proposals were sent?
What was the proposal value?
How many were accepted?
What was the close rate?
How much revenue was generated?
Which lead sources produce the best customers?

35. Required Technical Experience
You should have demonstrated experience with:
GoHighLevel
Subaccounts
Agency architecture
Custom fields
Pipelines
Workflows
Lead routing
Round-robin assignment
Weighted assignment
User permissions
Only Assigned Data
Calendars
Gmail/email integration
SMS
Dashboards
Reporting
Reputation management
Snapshots
Jobber
Customers
Properties
Quotes/proposals
Products/services
Jobs
Scheduling
Crews
Invoicing
Jobber integrations/API where applicable
Google Workspace
Strong practical experience with:
Gmail
Google Calendar
Google Drive
Google Docs
Google Sheets
Google Meet
Google Workspace user/account structure
Google OAuth/integration permissions
Shared calendars
Shared Drive/file organization where appropriate
Integration
Experience connecting GHL, Jobber and Google Workspace through appropriate integration methods such as:
Native integrations
API
Webhooks
Zapier
Make
Other reliable middleware
We are more interested in the right architecture than a particular integration platform.

36. Important: We Are Looking for a Systems Architect, Not Just a Button Pusher
You should be comfortable looking at an existing business process and determining:
What belongs in GHL?
What belongs in Jobber?
What belongs in Google Workspace?
What data needs to move between them?
What should trigger an automation?
What should remain manual?
How should duplicate customers be prevented?
How should salesperson ownership work?
How should management see the business?
How should email communication be handled?
How should calendars be synchronized?
How should company documents be organized?
How should the system scale as we add markets and salespeople?
You should be able to explain your reasoning.

37. Deliverables
The successful freelancer will be responsible for:
Architecture
GHL agency/subaccount structure
User structure
Permissions
Brand structure
Market structure
Google Workspace integration architecture
CRM
Custom fields
Pipeline
Opportunity structure
Customer structure
Sales
Lead routing
Salesperson assignment
Distribution rules
Appointment routing
Follow-up
Automation
Lead response
Sales follow-up
Proposal follow-up
Won/lost workflows
Post-sale workflows
Jobber
Customer/property process
Proposal process
Proposal templates/structure
Accepted proposal → job process
Google Workspace
Gmail integration
Google Calendar integration
Calendar conflict management
Google Drive structure/integration
Google Docs/Sheets workflow recommendations
Google Meet where appropriate
User/account connection process
Integration
GHL ↔ Jobber
GHL ↔ Google Workspace
Appropriate status/data synchronization
Duplicate prevention
Reporting
Salesperson dashboard
Sales Manager dashboard
Executive reporting
Appropriate Google Sheets/reporting connections where useful
Documentation
Provide documentation explaining:
System architecture
Workflows
Custom fields
User permissions
Lead routing
Jobber handoff
Proposal process
Google Workspace integrations
Gmail setup
Calendar setup
Drive structure
Integrations
How to modify distribution rules
How to add a new salesperson
How to add a new market
How to add a new brand/service

38. Testing
Before final delivery, the system must be tested using real-world scenarios.
At minimum:
New Brand A lead
New Brand B lead
Area B lead
Area A lead
Existing customer
Customer requests specific salesperson
Round-robin assignment
Weighted assignment
Manager reassignment
Salesperson permission test
Consultation booking
Google Calendar synchronization
Gmail synchronization
Google Drive access
Proposal creation
Proposal sent
Proposal follow-up
Proposal accepted
Job created
Job completed
Review request
Cross-sell
Customer purchasing from both brands
Salesperson changes Google Calendar availability
Calendar conflict prevents double-booking
Email communication appears correctly in CRM
Google Workspace user permissions work correctly

39. Documentation Requirement
We do not want to be dependent on the freelancer after the project.
The completed system must be documented well enough that another qualified GHL administrator can understand and maintain it.
Google Workspace documentation must include:
Which users connect which accounts
Which calendars connect to which GHL calendars
Gmail synchronization
Drive structure
Shared folders
Integration permissions
Troubleshooting/reconnection procedures

40. What We Do NOT Want
Please do not apply if your experience is primarily:
Building basic GHL funnels
Creating simple landing pages
Setting up generic CRM pipelines
Running simple SMS campaigns
Selling prebuilt GHL snapshots
Basic Zapier automation without systems architecture experience
Basic Gmail setup without CRM integration experience
We are not looking for a generic marketing funnel.
We are building an operating system for our sales organization.

41. Ideal Candidate
The ideal candidate has:
3+ years of meaningful GHL experience
Strong CRM architecture experience
Experience with multi-location businesses
Experience with multiple salespeople
Experience with lead routing
Experience with Jobber
Experience integrating CRM and field-service platforms
Strong Google Workspace experience
Strong understanding of Gmail/Calendar integrations
Strong understanding of sales processes
Strong automation skills
Excellent documentation skills
Ability to communicate clearly with a business owner
Ability to make recommendations rather than simply follow instructions
Experience with home services, contractors, landscaping, lighting, construction or similar businesses is a major plus.

42. Application Instructions
To be considered, please answer these questions in your proposal.
1.
Describe the most complex GoHighLevel system you have personally built.
Include:
Number of locations
Number of users/salespeople
Subaccount structure
Lead routing
Automations
2.
What experience do you have with Jobber?
Specifically describe your experience with:
Quotes/proposals
Customers
Properties
Jobs
Scheduling
Integrations
3.
Have you integrated GoHighLevel with Jobber?
If yes, explain exactly how you did it.
If no, explain how you would approach this project.
4.
What experience do you have integrating Google Workspace with GoHighLevel?
Specifically discuss:
Gmail
Google Calendar
Google Drive
Google Docs/Sheets
User permissions
5.
How would you design the following?
GHL Lead → Salesperson → Jobber Proposal → Accepted Proposal → Job → Completion → GHL Review
Please explain what system should own each step.
6.
How would you integrate Gmail so salesperson communication is properly associated with the correct GHL contact and sales opportunity?
7.
How would you integrate Google Calendar with GHL while preventing double bookings and maintaining individual salesperson availability?
8.
How would you handle a customer who already exists in the system but submits a new lead for a different service?
9.
How would you prevent duplicate customers when moving a customer from GHL into Jobber?
10.
How would you build lead distribution for four salespeople where eligibility varies by market and brand?
11.
How would you allow a Sales Manager to see everything while restricting salespeople to their assigned opportunities?
12.
What would you recommend for GHL ↔ Jobber integration: native integration, Zapier, Make, API/webhooks, or another method?
Explain why.
13.
How would you determine what information belongs in:
GHL
Jobber
Google Workspace
Google Sheets
rather than duplicating information across all systems?
14.
Please provide 2–3 examples of comparable GHL implementations you personally built.
Screenshots or demonstrations are strongly preferred.

43. Bonus Qualifications
Additional experience with:
Home-service businesses
Jobber
Google Workspace
QuickBooks Online
Google Business Profile
Zapier
Make
APIs/webhooks
Call tracking
Reputation management
Multi-location SEO
Sales dashboards
CRM/field-service integrations
is preferred.

44. Project Structure
We are open to either:
Fixed price with defined milestones
or
Hourly with a clearly defined implementation plan.
We expect the project to be completed in phases rather than attempting to build everything simultaneously.
Suggested phases:
Phase 1 — Architecture & Configuration
GHL architecture
Jobber architecture
Google Workspace architecture
Data model
User model
Integration plan
Phase 2 — Sales Team & Permissions
John
Cindy
Mary
Steven
Sales Manager
Subaccount access
Permissions
Only Assigned Data
Phase 3 — Lead Routing & Sales Automation
Lead capture
Brand identification
Market identification
Salesperson eligibility
Round robin
Weighted distribution
Appointment routing
Follow-up
Phase 4 — Google Workspace Integration
Gmail
Google Calendar
Calendar conflict management
Google Drive
Google Docs
Google Sheets
Google Meet where appropriate
Phase 5 — Jobber Proposal Process
Customer/property structure
Proposal structure
Proposal templates
Proposal workflow
Proposal follow-up
Accepted proposal → job
Phase 6 — GHL ↔ Jobber Integration
Customer synchronization
Opportunity/proposal relationship
Proposal status
Accepted proposal
Job creation
Completion
Duplicate prevention
Phase 7 — Dashboards & Reporting
Salesperson dashboards
Sales Manager dashboard
Executive reporting
Proposal reporting
Sales performance
Google Sheets reporting where appropriate
Phase 8 — Testing, Documentation & Training
Full system testing
User testing
Permission testing
Integration testing
Documentation
Salesperson training
Sales Manager training
Administrator training

45. Important Final Requirement
Before beginning the build, we expect the selected freelancer to review our complete system architecture with us and identify any areas where they believe the proposed architecture should be changed.
We value experienced recommendations.
If you see a better way to accomplish the objective, tell us.
We are hiring you for your expertise—not simply to execute a checklist.
The goal is a system that is:
Scalable. Reliable. Easy for salespeople to use. Easy for management to control. Well integrated with Jobber and Google Workspace. And easy to expand as we add markets, salespeople and services.
The core architecture is:
GHL Lead → GHL Sales Process → Jobber Proposal → Proposal Acceptance → Jobber Job → Production → Completion → GHL Review / Referral / Cross-Sell.
Google Workspace supports the system throughout with:
Gmail → Calendar → Drive → Docs → Sheets → Meet
The successful candidate will be responsible for making these systems work together as one coherent business operating system, rather than treating them as separate software installations.

We're building a fully connected, integrated internet presence for an established home-services company — website, CRM, ads, Google Business Profile, and AI chat all talking to each other and feeding one single source of truth, not five disconnected tools sitting side by side. We're moving off a dated WordPress site and rebuilding natively in GoHighLevel, with full attribution from first click all the way to closed job.

We're hiring across four modules and welcome applications for one or several of them: GHL website/funnel build (mobile-first, working from an existing design brief and wireframes); technical SEO inside GHL (schema markup, on-page SEO, Core Web Vitals — GHL's native SEO tooling is limited, so this needs real hands-on GHL experience, not just a WordPress/Yoast background); CRM/automation setup (pipelines, workflows, call tracking, ad attribution back to Google Ads/GA4); and AI chat integration (a scripted conversation flow, not a generic FAQ bot, writing directly into GHL contacts and calendar).

Please apply with direct GoHighLevel examples — general WordPress or CRM portfolios without GHL experience won't be a strong fit for most of these modules. Tell us which module(s) you're applying for and a rough time estimate.

We need a freelancer to help implement GoHighLevel for a new nonprofit business. The work includes setting up the CRM, configuring marketing automation, and ensuring the system supports our outreach and donor management needs. This is a small project for someone who can guide the setup and help us get started efficiently.

We are looking for an experienced GoHighLevel CRM Architect / Developer to design and build a customized CRM and automation ecosystem for our real estate investment business.

This is not a basic GoHighLevel funnel or website setup. We are looking for someone who can think strategically about CRM architecture, real estate investor workflows, data structure, automation, integrations, reporting, and AI.

Our goal is to build a centralized platform within GoHighLevel that incorporates functionality similar to platforms such as REsimpli, REI Reply, and other real estate investor CRMs, while also taking advantage of GoHighLevel’s automation capabilities and modern AI tools.

What We Want to Build

The platform should support the real estate investment lifecycle from initial lead generation through acquisition, follow-up, transaction management, disposition, and long-term relationship management.

Key functionality may include:

* Lead capture from websites, landing pages, forms, calls, SMS, ads, referrals, and other sources
* Real estate investor lead pipelines and opportunity stages
* Seller lead intake and qualification
* Property information and deal data tracking
* Automated lead nurturing
* Automated SMS, email, voicemail, and call workflows
* Follow-up campaigns based on lead status and behavior
* Appointment scheduling and reminders
* Task assignment and team notifications
* Lead routing
* Call tracking, recording, and attribution
* Lead source and marketing campaign tracking
* Acquisition workflow management
* Transaction / closing milestone tracking
* Buyer and investor database management
* Disposition workflows
* Automated buyer notifications
* KPI dashboards and reporting
* Team performance reporting
* Marketing ROI and lead conversion reporting
* Integration with third-party real estate tools where appropriate

AI Integration Is a Major Priority

We want to leverage AI throughout the platform and are specifically looking for someone comfortable architecting AI-enabled workflows.

Potential AI functionality includes:

* AI SMS conversations
* AI-powered lead qualification
* AI voice agents / virtual receptionist
* Automated inbound call handling
* AI appointment scheduling
* AI follow-up
* Lead scoring and prioritization
* Conversation summarization
* Call transcription and analysis
* Automated CRM note generation
* Seller intent detection
* Automated responses based on lead behavior
* AI-assisted acquisition workflows
* Internal AI assistants for our team

We are open to recommendations regarding the best combination of GoHighLevel native AI, OpenAI, Voice AI platforms, APIs, webhooks, Make, Zapier, n8n, or other technologies.

Required Experience / Skill Sets

The ideal candidate should have strong experience with:

* Advanced GoHighLevel architecture and administration
* GoHighLevel workflows and automations
* CRM pipeline design
* Custom fields and data architecture
* Forms, surveys, calendars, triggers, tags, and opportunity management
* GoHighLevel APIs and webhooks
* Twilio / LeadConnector phone and SMS configuration
* Email automation and deliverability
* AI integrations
* OpenAI / LLM integrations
* AI voice technology
* API integrations with external platforms
* Zapier, Make, n8n, or similar automation platforms
* Dashboarding, attribution, and KPI reporting
* Lead routing and assignment logic
* Database management and CRM optimization
* Testing, documentation, and troubleshooting

Real Estate Investment Experience

Real estate investor CRM build experience is REQUIRED.

You should understand or have experience working with platforms/workflows such as:

* REsimpli
* REI Reply
* GoHighLevel for real estate investors
* InvestorFuse
* Podio-based investor CRMs
* Real estate acquisition pipelines
* Seller lead management
* Investor / cash buyer databases
* Lead nurturing
* Property acquisition workflows
* Disposition workflows
* Real estate marketing attribution

You do not necessarily need to duplicate REsimpli feature-for-feature. We want someone who understands why these platforms work operationally and can help determine what should be built natively in GoHighLevel, what should be automated, and what should remain integrated with specialized third-party software.

What We Expect From the Architect

We do not want someone who simply waits for us to tell them which GoHighLevel buttons to configure.

We are looking for someone who can:

1. Learn our current business processes and future-state goals.
2. Evaluate platforms such as REsimpli and REI Reply and understand the functionality we want to replicate or improve.
3. Recommend the appropriate GoHighLevel architecture.
4. Identify where custom development or external integrations are required.
5. Design scalable pipelines, data structures, workflows, automations, and reporting.
6. Incorporate AI strategically rather than adding AI simply for the sake of having it.
7. Build and test the platform.
8. Document the architecture and automations.
9. Train our team on how the system works.
10. Build the system so that we can continue expanding it as our business grows.

Ideal Candidate

You are a good fit if you consider yourself a GoHighLevel solutions architect, not simply a GHL virtual assistant.

You understand how to translate a business operation into a technology architecture and can advise us when there is a better way to accomplish something.

We value someone who is:

* Strategic
* Highly organized
* Automation-focused
* AI-forward
* Experienced with real estate investment businesses
* Comfortable challenging inefficient processes
* Able to communicate technical concepts clearly
* Focused on building scalable systems rather than temporary workarounds

When Applying, Please Include:

1. How many GoHighLevel systems have you architected?
2. Have you built GoHighLevel systems specifically for real estate investors?
3. What experience do you have with REsimpli, REI Reply, InvestorFuse, Podio, or similar investor CRMs?
4. Have you replicated functionality from another CRM inside GoHighLevel? Please describe the project.
5. What AI integrations have you implemented within GoHighLevel?
6. Have you built AI voice agents or AI SMS qualification systems?
7. Which automation platforms do you work with: Make, Zapier, n8n, etc.?
8. Are you comfortable working with APIs and webhooks?
9. Please provide examples, screenshots, Loom walkthroughs, or case studies of comparable systems you have built.
10. Based on this description, what would you recommend we build natively inside GoHighLevel versus integrate with outside platforms?

Please begin your proposal with the phrase “REI CRM Architect” so we know you read the full description.

We are interested in developing a long-term relationship with the right person as we continue expanding automation and AI capabilities across our real estate businesses.

Set up and manage an automated lead generation and nurturing system by integrating Facebook Lead Ads, Zoho CRM, and Zoho Campaigns.

Key Responsibilities:

Integrate Facebook Lead Ads with Zoho CRM.
Automatically capture and sync new Facebook leads into Zoho CRM.
Create a structured lead pipeline and lead management workflow.
Set up automated lead assignment and follow-up processes.
Connect Zoho CRM with Zoho Campaigns for email marketing automation.
Create automated email sequences for new leads and follow-ups.
Segment leads based on source, interests, status, or other custom fields.
Configure workflows, triggers, tags, and automation rules.
Track lead activity and improve the overall lead nurturing process.
Test the complete automation to ensure accurate data flow between Facebook Ads, Zoho CRM, and Zoho Campaigns.

Skills & Tools:
Zoho CRM • Zoho Campaigns • Facebook Lead Ads • Zoho Flow • Lead Automation • CRM Management • Email Automation • Workflow Automation • API & Integrations

Project Goal:
Build a complete automated lead chain where leads generated from Facebook Ads are automatically added to Zoho CRM, organized and managed through a structured pipeline, and enrolled into personalized email campaigns using Zoho Campaigns.

**About us**

Small Australian bike brand. Tech stack; WooCommerce on WordPress, Zoho One Enterprise (CRM, Books, Inventory, Flow), Existing automations run through Zoho Flow. No in-house developer.

We need support fixing some of data transfers between our Zoho tools and our website. These systems are half set up, but we don’t have the capability to finalise these data transfers.

**What we need fixed**

1. **Website form → Zoho CRM (Zoho Flow)**
Form submissions create a Lead successfully. We need the submission to be associated with the existing Contact. rather than sitting as an orphan Lead. Propose the correct data model for this — we're open to being told our current approach is wrong.
2. **Contact name fields**
Full name is landing in the wrong name field (likely a mapping workaround in the Flow that concatenates into the Last Name field). Needs correct first/last mapping without breaking the Flow.
3. **Zoho Inventory ↔ WooCommerce sync**
Native connector is installed but syncs fail — currently throwing a "sync has already been initiated" error. Need it working and running on an automatic twice-daily schedule.
4. **WooCommerce order → Zoho (the main piece)**
When an order is placed in WooCommerce, we need:
- **Zoho CRM:** match on customer email → create Contact if none exists (with source data attached); create a Deal set to Order Won, linked to both the Contact and the Sales Order; create the Sales Order.
- **Zoho Books:** create the corresponding order/invoice.

We assume Zoho Inventory is the right vehicle because order line items come through cleanly, but we want your recommendation.

**Deliverables**

Working integrations, plus a short written handover of what was configured and where, so we can maintain it.

**To apply**

Tell us: your Zoho Flow / Zoho Inventory experience, how you'd approach item 4, and a rough hours estimate. Fixed price preferred once scope is agreed.

We need a Zoho Functional Consultant to improve our procurement process and help us use Zoho more effectively. The work includes reviewing our current setup, identifying gaps, and recommending practical improvements to make procurement faster and more efficient. You will also guide us on best practices, help implement key changes, and support us through the transition. The ideal freelancer can explain workflows clearly, collaborate with our team, and help us complete the work quickly while keeping the system easy to use.

Need help with pipe drive integration so it’s automated through whatsapp

I teach LEO in California, and I need someone to help finish a PowerPoint presentation, including the overall appearance and the addition of relevant video and still images. The presentation is 8 hours long, and the PowerPoint is about 90 percent complete, with 90 slides. I need the job completed as soon as possible so I can have student manuals printed. This job will require you to sign an NDA.

We are looking for an experienced HubSpot CRM Developer / Specialist to help us clean, optimize, and improve our existing HubSpot account.

This is an ongoing project for someone who understands HubSpot deeply and can work independently to identify issues, improve our CRM structure, build automation, create reports, and connect HubSpot with other platforms.

Responsibilities

HubSpot CRM Cleanup & Optimization

Audit the existing HubSpot account
Clean up outdated or duplicate properties, workflows, lists, and records
Review and improve CRM structure
Identify unnecessary or conflicting automations
Improve pipelines, deal stages, lifecycle stages, and properties
Maintain proper data organization and consistency

Workflows & Automation

Build new HubSpot workflows based on our business requirements
Modify and optimize existing workflows
Create lead assignment and follow-up automation
Automate tasks, notifications, emails, and record updates
Create workflow branches and enrollment criteria
Troubleshoot workflow issues and automation conflicts

Reports & Dashboards

Build custom HubSpot reports
Create sales, lead, pipeline, conversion, and activity reports
Create dashboards for management and sales teams
Help us track important KPIs and business metrics
Improve existing reports where needed

Integrations

Integrate HubSpot with different third-party platforms
Use Make.com and Zapier to build and maintain integrations
Set up triggers, actions, filters, and conditional logic
Sync data between HubSpot and external platforms
Troubleshoot failed or inconsistent integrations
Ensure data is mapped correctly between systems
Requirements
Strong hands-on experience with HubSpot CRM
Excellent understanding of HubSpot Workflows and Automation
Experience creating custom reports and dashboards
Experience with HubSpot CRM cleanup and optimization
Strong understanding of Contacts, Companies, Deals, Tickets, Properties, Pipelines, and Lifecycle Stages
Experience with Make.com and Zapier
Experience integrating HubSpot with third-party applications
Ability to troubleshoot and understand existing CRM setups
Strong attention to detail
Ability to work independently and recommend improvements

We are seeking a skilled freelancer to develop a CRM system for our specialty coffee roaster business. The system should support online ordering and integrate with our website. The ideal candidate will have experience in CRM development and a strong understanding of business operations. This project requires an intermediate level of proficiency and is expected to be completed in less than a month.

e run a government supply business that ships via UPS, USPS, and Amazon Logistics. Each order is a ClickUp task with a text field containing one or more tracking numbers, sometimes with no carrier named. We need two Zaps:

When the tracking field updates, extract every tracking number, deduplicate, and create a tracking in AfterShip for each, storing the ClickUp task ID.
When AfterShip reports Delivered, update the ClickUp task status, add a comment with carrier and timestamp, and post to Slack.

Volume is about 200 line items per month. Fixed price, 3 to 5 day turnaround including one live shipment test. Full spec and sample tracking numbers provided at kickoff.

I'm looking for an experienced GoHighLevel expert to help me improve and organize our CRM and lead management system.
We already have GoHighLevel set up, but our current system needs some cleanup and better automation. I want to create a smooth process for managing new leads, following up with prospects, and tracking opportunities through our sales pipeline.
What I need:
Review and improve our existing GHL setup
Organize the CRM and sales pipeline
Create/customize pipeline stages
Set up tags and custom fields
Build lead follow-up workflows
Set up email/SMS notifications
Connect forms and lead sources properly
Automate lead assignment and movement through the pipeline
Test everything and make sure the system works correctly
I'm looking for someone who can understand our process and recommend improvements, not just follow a checklist.
Please share examples of similar GoHighLevel CRM or automation projects you've completed.
Budget: $500 fixed price
There may be ongoing GHL work for the right freelancer.

I’m building a GoHighLevel-based AI appointment-setting/lead follow-up service for local service businesses such as painters, plumbers, HVAC companies, roofers, electricians, etc.

I already have a working foundation inside GoHighLevel. The Conversation AI agent can qualify a lead, check calendar availability, and successfully book an appointment. I also have a pipeline, calendar, knowledge base, LC Phone number, website/funnel, and A2P setup started.

I’m looking for an experienced GoHighLevel specialist to audit what I’ve built, fix the remaining issues, finish the automations, and turn it into a reusable fulfillment system I can clone for future clients.

I need help with:

Conversation AI / SMS lead qualification
Automatic appointment booking
Pipeline/opportunity creation and stage updates
Missed-call text-back
Automated lead follow-up sequences
Appointment confirmations and reminders
Notifications to the business owner when a lead books
Human takeover / stopping the AI when appropriate
LC Phone/SMS configuration
Fixing and completing A2P 10DLC compliance
Funnel/chat-widget opt-in compliance
Testing the entire system end-to-end
Creating a reusable GoHighLevel snapshot/template for onboarding future local-business clients

Deliverable: I want a fully functioning and tested system where a real lead can text the business, interact with the AI, get qualified, book an available appointment, appear correctly in the CRM/pipeline, and trigger the appropriate notifications/follow-ups.

I also want a short Loom/video walkthrough showing me how to clone the system and onboard a new client.

Please include examples of similar GoHighLevel systems you’ve built, especially Conversation AI, LC Phone/A2P, appointment booking, workflows, or reusable snapshots.

Please quote this as a fixed-price project and include your estimated completion time.

I currently manage part of my business using a spreadsheet and want to move the workflow into Monday.com.

I need a Monday.com Systems Specialist to recreate one simple spreadsheet-based process as an organized Monday.com board. The goal is to make the information easier to manage and create opportunities for future CRM and workflow automation.

This is a small migration task, not a complete business-system transformation.

Avenor Professional Group is looking for an experienced CRM & Business Automation Architect for ongoing client engagements.

Typical work may include HubSpot and GoHighLevel implementations, CRM architecture and optimization, sales and operational workflows, lead routing, pipeline automation, n8n, Make, Zapier, APIs and webhooks, AI-enabled workflows, system integrations, reporting, and troubleshooting complex automation environments.

We are not looking for basic CRM administration or simple Zapier/GHL setup. We want someone who can understand a client's business processes, design the overall automation architecture, connect multiple systems, and lead implementation.

The ideal consultant is comfortable working directly with business clients, running discovery conversations, translating business requirements into technical solutions, and explaining those solutions clearly.

This is intended as a long-term, non-exclusive relationship. Avenor supports client acquisition, qualification, sales, and engagement coordination while you provide specialist architecture and delivery expertise.

Please include the platforms you specialize in, examples of complex automations or integrations you've built, your Upwork history, availability, and typical hourly range for ongoing partnership work.

We need help setting up HubSpot for our B2B software company. Our sales team of five currently uses a shared spreadsheet, and we want a more reliable system to track deals and reduce missed follow-ups. The project includes migrating existing contacts, creating sales stages that match our current process, setting up automatic follow-up reminders, and delivering a training session so the team can use the CRM effectively. We’re looking for someone who can configure the system and help us improve sales tracking and team efficiency.

Avenor Professional Group is looking for an experienced Salesforce Solutions Architect for ongoing client engagements.

Typical work may include Salesforce architecture and implementation, Sales Cloud and Service Cloud, CRM migrations, Salesforce Flow and automation, data architecture and migration, API and third-party integrations, reporting, troubleshooting, and optimization of existing Salesforce environments.

We are looking for someone who can work directly with business clients, lead discovery and requirements discussions, recommend the right solution, and take engagements from architecture through implementation.

This is intended as a long-term, non-exclusive relationship. Avenor supports client acquisition, qualification, sales, and engagement coordination while you provide the specialist Salesforce expertise and delivery.

Please include your Salesforce certifications, primary areas of expertise, Upwork history, availability, and typical hourly range for ongoing partnership work.

We’re looking for an experienced GoHighLevel expert to set up and automate our CRM. The work includes CRM and pipeline setup, custom fields, tags, and lead stages, plus email and SMS workflows for lead nurturing and follow-up. We need someone who understands CRM strategy and automation, not just basic GHL setup. Please share 2–3 examples of similar GoHighLevel projects and your estimated timeline.