Optimize CRM Projects with Vollna's Tools

What we need:

1. A consultation to review our previous strategy — a clear diagnosis of what actually caused the bans, and a walkthrough of the pitfalls to watch for (how to avoid getting the community shut down again). Happy to share our previous strategy doc so you can see exactly where things went wrong.

2. One month of hands-on community management, with a detailed plan upfront of what you'd actually be doing — post types, frequency, tone, moderation approach, and growth steps week by week.

For reference, a few communities we like as benchmarks:
- https://www.reddit.com/r/Changelly/
- https://www.reddit.com/r/LetsExchange/
- https://www.reddit.com/r/ChangeNOW_io/
- https://www.reddit.com/r/Coinbase/
- https://www.reddit.com/r/Kraken/

Could you let us know if this is something you can help with, your availability, and the cost of your services (consultation + one month of management)?

Thanks!

The strategy, flow logic, and all the copy are already written and documented. We need an experienced GHL builder to set it up properly inside the platform: the workflows, the triggers and filters, and the integrations that feed them.

This is a build job, not a strategy job. You'll be working from a detailed build specification and a copy deck we provide, so there's no guesswork on what goes where.

We need someone who knows GHL deeply enough to build it cleanly, name and structure things sensibly, and flag anything that won't behave the way we expect.

What you'll be building:

- A pipeline with defined stages, custom fields, tags, and lead-source attribution

- Seven core workflows covering handoff, follow-up nudges, booking and pre-call reminders, proposal follow-up, long-term nurture, onboarding, and a client lifecycle loop, all dual-channel (SMS and email)

- Opt-out and suppression logic that syncs across channels
Trigger and filter logic so the right message fires at the right stage, and replies or opt-outs cancel sequences correctly

- Multi-user setup with role-based permissions and lead assignment by segment

- Reporting dashboards for pipeline and team activity

Integrations involved

- SMS Global (cold SMS sending, kept separate from GHL)
- Calendly and Zoom for booking and pre-call sequences
- Meta lead ads feeding into the CRM
- Make.com to route replies and sync suppression

You won't necessarily set up every external account from scratch, some are partner-handled, but you should be comfortable connecting them to GHL and making the data flow correctly.
Nice to have

We have everything documented and ready to hand over, so the right person can start quickly.

We are seeking a candidate with a strong understanding of Salesforce automation tools, coding capabilities, and native integrations—particularly with Google Workspace.

Key Qualifications:

- Proven ability to assess existing Salesforce implementations and recommend improvements.
- Strong collaboration skills with the ability to communicate progress, issues, and proposed solutions effectively.
- Experience with version control systems, working in sandbox environments, and following deployment best practices.
- Familiarity with Salesforce AppExchange tools is a plus.

Expected Deliverables (include but are not limited to):

- Designing and refining automations using Flow and Apex.
- Developing custom components using Lightning Web Components (LWC).
- Enhancing and potentially customizing Google Workspace integrations with Salesforce.
- Creating documentation and providing knowledge transfer as required.

We're looking for an experienced Sales Funnel Developer to build and optimize high-converting sales funnels. You should have experience with GoHighLevel, ClickFunnels, or similar platforms, including CRM, payment gateway, and email automation integrations. Strong attention to detail, responsive design, and QA testing are essential. Please share examples of similar funnels you've built.

We are looking for an experienced HubSpot CRM Expert to set up and optimize our HubSpot account with a strong focus on automation. The ideal candidate will configure our CRM, streamline business processes, and implement workflows that improve lead management, sales efficiency, and customer engagement.

Responsibilities

* Configure and customize HubSpot CRM to fit our business needs
* Set up sales and marketing pipelines
* Build automated workflows for lead nurturing, follow-ups, task creation, and notifications
* Create forms, lists, custom properties, and contact segmentation
* Develop email templates and automated email sequences
* Integrate HubSpot with third-party tools and applications
* Clean, organize, and maintain CRM data
* Create reports and dashboards to track sales and marketing performance
* Recommend and implement HubSpot best practices

Requirements

* Proven experience with HubSpot CRM setup and automation
* Strong knowledge of HubSpot Sales Hub and Marketing Hub
* Experience building workflows, lead scoring, and lifecycle automation
* Familiarity with CRM integrations using Zapier, Make, or similar tools
* Excellent problem-solving skills and attention to detail
* HubSpot certifications are a plus

Deliverables

* Fully configured HubSpot CRM
* Optimized sales and marketing pipelines
* Automated workflows and email sequences
* Clean and organized CRM database
* Custom dashboards and reports
* Documentation and recommendations for future optimization

We are looking for a HubSpot expert to optimize our CRM and improve our automation processes. You will review our current setup, build or refine workflows, organize pipelines, contacts, and properties, and ensure our CRM is efficient and scalable.

Requirements:

* Strong HubSpot CRM and workflow automation experience
* Experience optimizing pipelines, lists, and properties
* Ability to troubleshoot and improve existing automations
* Excellent communication and problem-solving skills

Please share examples of similar HubSpot projects you've completed.

We are seeking a Business Development specialist to expand our client base and promote our fingerprint browser and proxy IP products. The ideal candidate will have experience in developing client relationships and driving business growth through innovative strategies. Responsibilities include identifying new business opportunities, building partnerships, and enhancing our market presence.

We are looking for an experienced CRM migration specialist to migrate our existing Salesforce account to Microsoft Dynamics 365.

The ideal candidate has successfully completed similar migrations and can ensure that all relevant data, relationships, and business processes are transferred accurately while minimizing downtime.

Tasks:
- Analyze our current Salesforce setup
- Plan and execute the migration to Microsoft Dynamics 365
- Configure Dynamics to match our business needs

Migrate:
- Accounts
- Contacts
- Leads
- Opportunities
- Activities
- Notes
- Attachments

Deliverable:
- Fully functional Microsoft Dynamics CRM environment with all the information we have in SF.

Workflow Automation Builder (Email + LinkedIn + Multi‑Channel Setup)
Role Title: Workflow Automation Builder — Outreach System Setup

Project Summary:
We are looking for a technical automation specialist to set up a small, well‑defined outreach workflow using pre‑written content. This is a 4‑day fixed‑price project.

You will:

Load our pre‑written messages into the automation tool.
Build simple workflows for email + LinkedIn + one additional channel.
Add routing, conditions, and timing.
Build a small dashboard.
Build reply‑handling logic.
Test everything.
Deliver a system that is ready for our team to run.

There is no writing, no strategy, no outreach, and no client communication involved. Everything you need will be provided.
What You Will Build (Your Core Responsibilities)
You will:

Import pre‑written email messages.
Import pre‑written LinkedIn messages.
Import pre‑written short templates for a third channel.
Build automated workflows for each channel.
Add timing, triggers, and conditions.
Build simple A/B variation logic.
Build a small dashboard with tags/fields/statuses.
Build reply‑handling logic (interested / not interested / objection / spam).
Build basic error‑handling and fallback rules.
Test all workflows end‑to‑end.
Deliver a ready‑to‑run system.

Compliance Constraints:

You will not write or edit any content.
You will not change messaging.
You will not change timing rules.
You will not execute outreach.
You will not communicate with prospects.
What You Will NOT Do (Strict Boundaries)
You will NOT:

Write or edit copy.
Create new messaging.
Change timing rules or routing logic.
Execute outreach or handle replies.
Build CRM systems or complex platform integrations.
Do strategy or consulting.

This is a technical setup role only.
What We Provide (All Inputs)
You will receive:

Pre‑written email and LinkedIn messages.
Pre‑written short templates for a third channel.
Clear instructions and workflow outlines.
Routing, timing, and variation outlines.
Reply‑handling and dashboard outlines.

Everything is already prepared; your job is to build the workflows exactly as instructed.
Deliverables & Deadlines
This is a 4‑day fixed‑price contract.

Day
Milestone
Key Deliverables
Day 1 — June 6
Content Ingestion
Import provided content; validate mapping and structure.
Day 2 — June 7
Workflow Build
Build email, LinkedIn, and third‑channel workflows.
Day 3 — June 8
Logic Integration
Add variation logic; build dashboard and reply/error logic.
Day 4 — June 9 (AM)
Final QA & Handoff
Add reporting fields; perform full QA; deliver final package.


Our team begins using the system the next day, so the work must be 100% complete.
Compensation & Requirements
Total Contract Value: $200 USD

Milestone 1: $100
Milestone 2: $100

Required Skills:

Experience building outreach or CRM‑style workflows with triggers, delays, and conditions.
Proficiency with tags, fields, statuses, and dashboard creation.
Experience with A/B logic and end-to-end workflow testing.
Zero Creativity: This is a strict compliance role.

Success Criteria:

All workflows run without errors and triggers fire correctly.
Correct implementation of all routing, variation logic, and tags.
Reporting fields populate accurately.
No changes made to messaging or timing rules.
To Apply
Please answer the following:

Share an example of an automation workflow you built (email, LinkedIn, or multi‑channel).
Describe your experience with conditional routing, tags, fields, and dashboards.
Confirm availability June 6–9 with capacity to meet deadlines.

Applications without all three answers will not be reviewed.

We are looking for an experienced n8n automation specialist to build an AI powered email triage workflow using Claude.

The workflow will monitor new inbound emails, generate a short summary, categorize each message into predefined categories, create reply drafts for selected emails, apply email labels, and send Slack notifications for urgent items. All suggested replies must remain as drafts for our review. The workflow must never send, delete, archive, or modify emails beyond the agreed labeling and draft creation.

Please start your proposal with the word TRIAGE.

In your proposal, tell us about one AI or LLM workflow you have built using real data, explain how you handle unexpected or low quality inputs to keep the workflow reliable, and confirm you can build this as a draft only workflow.

We will provide access to our email account, Slack, the Claude API, and our reply guidelines.

Deliverables include a fully documented n8n workflow file, email labeling and draft logic, Slack notification setup, reliable error handling for emails the AI cannot confidently process, and a Loom walkthrough of the completed solution.

We have an existing n8n workflow writing into HubSpot that's creating duplicate contacts. It behaves fine in testing but duplicates show up in production — seems to happen when a few automations run at once. No obvious logic error in the workflow itself.

I don't want someone to guess and start rebuilding. I want someone who can actually diagnose the root cause, tell me what they suspect and why, then fix it.

Start your proposal with the word FIX so I know you read this.

In your proposal, tell me:
1. What questions you'd ask before touching anything
2. What you suspect is happening and why you're not 100% sure yet
3. What you'd need to see to confirm it

I'll give you read access to the workflow and a HubSpot sandbox. Deliverables: root-cause explanation in plain English + the fix (idempotency / dedup handling) + a short Loom showing it no longer duplicates under concurrent runs.

We are seeking a CRM Sales Manager for our travel company to organize, book, and manage clients going on cruises. The role involves research, professionalism, and determination to close sales. You will be responsible for managing client interactions and ensuring smooth travel arrangements.

About Rogue Finance

We help six-figure earners break the paycheck-to-paycheck cycle in 90 days, without budgeting. Our Automatic Money Flow method uses behavioral finance and simple automation to get clients ahead for good. We're a fast-growing coaching business built on honesty, candor, and genuinely taking care of our clients.

The Role

We're hiring a Financial Coach to guide clients through our 90-day program: three 1:1 coaching calls, plus weekly group touchpoints (Monday mindset call, office hours). You'll help clients set up bills-only and spending-only checking, build their savings buffer, and move through our four-goal cash flow framework: debt paydown, emergency savings, savings buckets, and investing.

What You'll Do

Run 1:1 client coaching calls following our proven framework
Track client progress against our Day 0 and Day 90 data benchmarks
Participate in group coaching and community engagement (Automation Nation)
Help clients build sustainable money habits, systems rather than budgets
Ramp toward independently handling a full caseload as you prove out

What We're Looking For

Background in financial coaching, financial advising, or related client-facing finance work
Strong communicator: direct, empathetic, no fluff
Comfortable with structure and systems (we run this like a real operation, not a side hustle)
Self-starter who can ramp toward full independence with clients
Bonus: experience with behavioral finance concepts
Compensation

Starts hourly (rate above) with a per-client commission structure discussed in interview. Pay and caseload grow as you prove out and tenure increases.

Note: This is a behavioral money-coaching and education role, not licensed investment advice.

We are a growing Salesforce consultancy that specializes in rapid, fixed-price "Quick Start" CRM configurations for small businesses. We are looking for an experienced LinkedIn Lead Generation Specialist / SDR to help us book qualified discovery calls with small business owners, Sales Directors, and Founders.

Ideally, you already have direct experience finding and booking clients specifically within the Salesforce ecosystem. You will not be expected to close deals. Your only goal is to identify our Ideal Customer Profile (ICP), initiate conversations via LinkedIn, and book them onto our calendar for a 15-minute discovery call.

Responsibilities:

- Use LinkedIn Sales Navigator to build highly targeted lists of small business decision-makers.
- Send daily connection requests and personalized initial outreach messages (we will provide the core scripts, but we expect you to tweak and personalize them).
- Manage the LinkedIn inbox, handle basic objections, and nurture leads.
- Schedule interested prospects directly into our calendar.
- Maintain a tracking sheet of outreach metrics (requests sent, replies, calls booked).

Requirements:

- Must Have: Direct experience finding, targeting, and booking clients for Salesforce consultancies, implementation partners, or CRM agencies. You should understand the basic terminology of the Salesforce ecosystem.
- Proven experience in B2B LinkedIn lead generation and appointment setting.
- Fluent, conversational English with excellent copywriting skills. You must be able to sound like a real human, not a corporate robot.
- Expertise using LinkedIn Sales Navigator.
- Familiarity with LinkedIn automation/safety tools (e.g., Expandi, Dripify, HeyReach) to ensure our account remains safe and unflagged.
- Understanding of how to navigate gatekeepers and handle "not interested right now" objections.

Compensation Structure:

- We believe in rewarding results. This role will be paid on a hybrid model:
- An hourly base rate to cover list building and inbox management.
- A strong fixed bonus for every Qualified Meeting that shows up to the call. (A qualified meeting is defined as a decision-maker at a company with 10–200 employees who is actively using or considering Salesforce).

How to Apply:

To ensure you have read this entire post, please start your proposal with the word "Trailblazer".
In your proposal, please include:
- A brief summary of your past experience finding and booking clients specifically for Salesforce or CRM consultancies.
- What tools you use to manage LinkedIn outreach safely.
- An example of a successful cold outreach script you have used in the past to book a meeting.

We look forward to speaking with you!

I need an audit of a real estate project of four months- need all the wire receipts verified lender deposits and payments to contractors audited by a cap- similar to a forensic audit for verification of project costs- this is for a pending litigation

**Remote | Close to Eastern Time Zone Preferred | English and Spanish Required**

US Paper is a growing, family-owned foodservice packaging and janitorial supply company serving restaurants and hospitality businesses throughout Florida. We are looking for a dependable, personable, and proactive **Bilingual Inside Sales & Customer Success Representative** to help us strengthen relationships with our existing customers.

A significant portion of our customer base speaks Spanish, so applicants must be able to communicate professionally and confidently in both English and Spanish.

This is not primarily a high-pressure cold-calling position. Your main responsibility will be to regularly communicate with our customers, ensure they are satisfied with their products and deliveries, assist them with ordering, and identify opportunities for us to better serve their businesses.

## Responsibilities

* Call existing customers frequently to check in and build strong, long-term relationships.
* Communicate professionally with customers in both English and Spanish.
* Confirm that customers are satisfied with their recent deliveries, products, and overall service.
* Address basic customer questions and promptly communicate any problems to the appropriate team member.
* Encourage customers to place regular and repeat orders.
* Help customers place orders through our online ordering application.
* Communicate with customers through the app’s chat feature, email, text, and phone.
* Follow up with customers who have not ordered recently.
* Introduce customers to additional products that may benefit their businesses.
* Maintain organized notes regarding customer conversations, requests, concerns, and follow-up tasks.
* Work closely with our sales, customer service, warehouse, and delivery teams.
* Provide the personal attention and responsiveness customers expect from a family-owned company.

## Required Qualifications

* Fluent spoken and written Spanish is mandatory.
* Fluent spoken and written English is mandatory.
* Must speak clearly and be easily understood by customers in both languages.
* Must be located in the Eastern Time Zone or consistently available during Eastern Time business hours.
* Must have a friendly, professional, and confident phone presence.
* Must be comfortable making frequent outbound calls to existing customers.
* Must be dependable, organized, responsive, and capable of following up without constant supervision.
* Must be comfortable learning new software and online ordering systems.
* Must have strong written communication skills for customer chats, text messages, and emails.
* Must be comfortable working independently in a remote environment.

Applicants who are not professionally fluent in both English and Spanish will not be considered.

## Preferred Experience

Previous experience in one or more of the following areas is strongly preferred:

* Inside sales
* Customer service
* Account management
* Customer success
* Hospitality
* Restaurant operations
* Foodservice distribution
* Business-to-business sales

Experience working with restaurants, hospitality businesses, foodservice distributors, janitorial suppliers, or Spanish-speaking business owners is a plus.

## What Success Looks Like

The right person will become a familiar and trusted point of contact for our customers. Customers should feel comfortable reaching out when they need help, have a question, want to place an order, or need an issue resolved.

Success in this position will be measured by:

* Consistent and meaningful customer communication.
* Strong customer relationships.
* Customer satisfaction and retention.
* Increased ordering frequency.
* Timely follow-up and issue resolution.
* Accurate and organized customer notes.
* Professional communication in both English and Spanish.

## Schedule

This position requires consistent availability during Eastern Time business hours. Please include your current location, time zone, and regular availability in your application.

We are looking for someone interested in a long-term member of our team—not someone seeking only a short-term project. This is a FULL TIME job.

Assist Onboard Microsoft Dynamics Sales for one user 2 mailboxes SMS and MMS with CoPilot overview

Hello,
I'm really interested in working with you. I sell life insurance and there are so many CRM's based on go high level platform and I'd like to just implement my own if you could help me. But this is for life insurance sales. Is this something you could help with?

# Node.js & React Developer – Customer Operations Automation

## About ASHNET

ASHNET is a New Zealand telecommunications and technology company providing broadband, VoIP, managed IT, and digital services. We are looking for a skilled **Node.js and React Developer** to help develop and improve our internal customer operations and automation systems.

## Role Overview

This role combines software development, workflow automation, and operational system improvement.

You will design and develop internal tools that support customer onboarding, fibre provisioning, technical support, billing, router logistics, and customer lifecycle management.

You will work closely with our operations, customer support, accounts, and technical teams to identify repetitive manual processes and convert them into reliable automated workflows.

## Key Responsibilities

* Develop and maintain web applications using **Node.js and React**.
* Build internal dashboards and operational management tools.
* Automate customer onboarding and service provisioning workflows.
* Integrate internal systems with third-party platforms through APIs and webhooks.
* Improve ticketing, billing, customer management, and router-order processes.
* Create tools to reduce manual data entry and operational errors.
* Develop automated notifications, task assignments, status updates, and reporting.
* Troubleshoot and improve existing applications and integrations.
* Work with customer operations staff to understand business requirements.
* Document developed systems, integrations, and workflows.
* Maintain secure coding, access-control, and data-handling practices.

## Required Skills

* Strong experience with **Node.js**.
* Strong experience with **React.js**.
* Experience building REST APIs and backend services.
* Experience working with SQL or NoSQL databases.
* Experience integrating third-party APIs.
* Understanding of authentication, permissions, and role-based access.
* Experience with Git and version control.
* Ability to understand business processes and convert them into technical solutions.
* Strong troubleshooting and problem-solving skills.
* Good written and spoken English.

## Preferred Experience

Experience in any of the following would be beneficial:

* Telecommunications or ISP systems.
* Customer relationship management systems.
* Billing and payment integrations.
* Customer support or ticketing systems.
* Workflow automation.
* Logistics or inventory management.
* Splynx, Odoo, or similar business platforms.
* Cloud deployment and server management.
* Docker, Linux, AWS, Azure, or Google Cloud.
* Webhooks, scheduled jobs, and background processing.

## Initial Project Scope

The successful developer may initially assist with:

* Customer onboarding automation.
* Fibre order and provisioning status tracking.
* Support ticket workflow automation.
* Router shipping and stock-management tools.
* Billing and payment-status integrations.
* Internal operational dashboards.
* Automated customer and staff notifications.
* API integrations between ASHNET’s existing systems.

## What We Are Looking For

We are looking for someone who:

* Can work independently and communicate progress clearly.
* Understands both frontend and backend development.
* Can review an existing process and recommend a practical technical solution.
* Writes clean, maintainable, and well-documented code.
* Is available for ongoing development and system improvements.
* Takes data security and confidentiality seriously.

## Application Requirements

Please include the following in your proposal:

1. Examples of Node.js and React applications you have developed.
2. Details of automation or API-integration projects you have completed.
3. Your experience with dashboards, CRM, billing, or ticketing systems.
4. Your availability and preferred working hours.
5. Your hourly rate or proposed project rate.
6. A brief explanation of how you would approach automating customer onboarding and provisioning.
7. Confirmation that you are comfortable signing a confidentiality and intellectual-property agreement.

Real Estate Project Forensic Audit We have all the documents for a 4month project ready for audit and a summary of our request

## Role purpose

Design and implement the technical movement of data across Salesforce, Intuit Enterprise Suite, the approved commercial connector, and related Order-to-Cash systems. Ensure that records move accurately, route to the correct entities and dimensions, avoid duplication, produce visible exceptions, and reconcile to approved source data.

This role will work under the direction of the End-to-End O2C Program Architect and Delivery Lead and coordinate closely with the IES, Salesforce, Finance, data-quality, testing, and implementation workstreams.

## Key responsibilities

- Define system ownership, integration direction, source-of-truth rules, and data lineage by object and field.
- Translate the approved O2C process into connector mappings, routing rules, synchronization logic, transformation rules, and exception paths.
- Configure the approved commercial connector for a three-entity operating model.
- Map customer, account, item, order, invoice, credit, payment-status, entity, dimension, and other approved data.
- Design duplicate-prevention, idempotency, retry, failure-visibility, and recovery controls within the connector's capabilities.
- Evaluate and implement appropriate API, webhook, polling, batch, and event-driven integration patterns.
- Configure authentication, credentials, environments, connection settings, and integration permissions in accordance with approved security requirements.
- Analyze schemas, payloads, integration logs, error messages, and transaction traces.
- Assess migration requirements and prepare mapping specifications, transformation rules, load sequences, validation procedures, and rollback plans.
- Coordinate migration dependencies across Salesforce, IES, Finance, data-quality, and testing workstreams.
- Execute or support trial migrations, production migration, reconciliation, defect correction, and cutover recovery.
- Conduct volume, duplicate, routing, retry, exception, and failure-mode testing.
- Promote approved configuration from test environments into production using controlled deployment procedures.
- Identify requirements that cannot be met through the approved commercial connector and document practical alternatives.
- Produce technical configuration records, support procedures, integration diagrams, data mappings, and handoff materials.
- Escalate requirements that fall outside the approved integration architecture, connector capabilities, or workstream scope.

## Success in the role

Approved data moves accurately and consistently across systems, transactions route to the correct entities and dimensions, duplicate creation is controlled, integration failures are visible and recoverable, and migration results reconcile to approved source data.

## Preferred background

Select candidates with meaningful hands-on experience in:

- Salesforce-to-accounting or Salesforce-to-ERP integrations
- QuickBooks, Intuit Enterprise Suite, or comparable accounting-system integrations
- Commercial integration platforms and connector configuration
- REST APIs, webhooks, structured payloads, authentication, and data exchange
- Customer, order, invoice, credit, payment, and item synchronization
- Multi-entity and dimensional transaction routing
- Field-level mapping, source-of-truth design, and data lineage
- Idempotency, duplicate prevention, retry logic, exception handling, and recovery
- Data migration, transformation, validation, and reconciliation
- Test-environment configuration and production deployment
- Integration testing, cutover, rollback, and stabilization
- Technical documentation and operating handoff

Candidates must have both integration and data-migration experience. Experience limited to basic CSV imports or general project coordination is not sufficient.

## Screening questions

1. Describe an integration you personally designed or configured between Salesforce and an accounting or ERP platform. Which records moved, what integration pattern was used, and how was source-of-truth ownership assigned?
2. How have you prevented duplicate customers, invoices, payments, or other financial records in a production integration?
3. Describe your approach to migration mapping, transformation, load sequencing, validation, reconciliation, and rollback.
4. Which commercial connectors, integration platforms, APIs, databases, or data-transformation tools have you configured directly?
5. Describe a production integration failure involving duplicate, missing, delayed, or incorrectly routed financial transactions. How did you isolate the cause, repair the affected records, and prevent recurrence?

What we have completed
Full inventory of all current permission sets, mapped module by module
Proposed role model (seven roles) built on least-privilege principles
Team structure and record-level visibility rules documented
Field-level protection requirements identified
Initial findings on asset-level access and dashboard visibility
Decisions and open-items log

You will work from these artifacts. Shared once an NDA is in place.

What we need completed

1. Design validation Review the permission and governance model we have built. Confirm the approach holds, identify gaps, and flag platform or tier limitations that affect it.

2. Portal assessment Structured review across the areas we have not yet covered:

Data model and object architecture — pipelines, lifecycle stages, associations, and how four distinct product lines should be represented
Property inventory — sprawl, duplicates, unused and low-fill fields, naming conventions
Data quality — duplicate records, formatting, fill rates
Workflows and automation — active, unused, overlapping, or conflicting logic
Reporting layer — dashboard and report inventory, ownership, access settings
Integrations and connected apps — sync health, API usage, private apps
Seat and licensing allocation against actual usage

Deliverable: written findings scored by severity and remediation effort, sequenced into a recommended roadmap.

3. Build support Hands-on configuration to implement the agreed permission and team model plus the highest-priority assessment items, with handover documentation.

Countica Globe is a growing accounting firm serving businesses across the United States with bookkeeping, accounting, and virtual CFO services. We are looking for a confident, United States based sales representative to make outbound calls to business owners, spark interest, qualify them, and book them into a closing meeting with our founder, who runs the final close. This is a commission only, long term role, and we want one reliable partner to grow with us, not a short gig.

What you will do:

1. Make outbound cold calls to United States business owners who fit our ideal client profile
2. Open conversations confidently and clearly explain the value of our services
3. Qualify each prospect for budget, need, and fit
4. Book qualified prospects into a closing meeting on the founder calendar
5. Follow up with prospects who need time and keep your pipeline organized
6. Log every call, contact, and outcome in our shared tracker

What we offer:

1. $500 for every client that signs, provided the client is on a monthly retainer of $2,000 or more
2. Commission increases to $600-$700 per closed client after your fifth close
3. Completely uncapped earnings, with recurring monthly clients
4. Our ideal client profile, proven call scripts, talking points, and objection guidance
5. A booking calendar and full support from the founder on every deal
6. A flexible remote schedule and a genuine long term partnership

What we are looking for:

1. Based in the United States with excellent, natural spoken English
2. Proven cold calling, outbound sales, or telemarketing experience
3. Thick skinned, persistent, and comfortable hearing no on the way to yes
4. Confident on the phone and quick to build rapport
5. Self driven, reliable, and motivated by results based pay
6. Wants a long term role, not a short gig

How to work with us and apply:

We communicate daily by message and hold a short weekly video sync to review pipeline and remove blockers. To apply, tell us where in the United States you are based and your cold calling or outbound sales experience, describe a time you turned a cold call into a booked meeting or a signed deal and what you said, and share why a commission only role appeals to you. A 60 second voice note or Loom is strongly preferred, because we want to hear how you sound on a call.

I'm looking for someone who knows their way around CRMs and automation.

We've built a number of workflows over time, and while they work, they've become a bit messy. Some things are manual that probably shouldn't be, some automations could be cleaner, and I have a feeling we're making things more complicated than they need to be.

Before building anything new, I'd like someone to look at what we already have and tell me what they'd improve.

Our stack includes things like HubSpot, Airtable, Zapier/Make, Google Workspace, and a few API integrations.

You don't need to know every tool, but you should be comfortable connecting systems together and figuring things out.

A few things you might help with:
- Cleaning up CRM workflows
- Improving lead management
- Automating repetitive tasks
- Connecting different platforms
- Fixing unreliable automations
- Preventing duplicate data
- Making everything easier to maintain

I'm not looking for someone who says yes to every request. If you think there's a better way to do something, I'd rather hear that than have you build something you know isn't the right solution.

If you've built CRM or marketing automation systems before, I'd love to hear about them.

When you apply, please include:
1. A little about your experience.
2. A couple of projects you've worked on.
3. What you'd look at first if you were handed an existing automation system.
4. Include the word "blueprint" somewhere in your proposal so I know you actually read the post.

If we work well together, there's a good chance this turns into an ongoing relationship rather than a one-off project.

Project Overview

We're looking for an experienced Monday.com CRM expert to help us complete and optimize an existing CRM implementation. The core CRM has already been built, and many workflows are in place, but we need someone who can review the overall architecture, troubleshoot issues, optimize existing workflows, and implement the remaining functionality using Monday.com best practices.

This is not a build-from-scratch project. We're looking for someone who can quickly understand an existing system, identify opportunities for improvement, and recommend the most scalable approach moving forward.

Scope of Work
The project includes, but is not limited to, the following:

CRM Review & Optimization
- Review the overall CRM structure, boards, automations, and workflows
- Identify opportunities to simplify, streamline, and improve the current architecture
- Ensure the CRM is scalable, efficient, and aligned with Monday.com best practices

Automations, AI & Workflow Logic
- Troubleshoot and repair broken or unreliable automations
- Build and refine custom automations to support our sales, onboarding, and operational workflows
- Implement workflow validations and guardrails to improve data quality and prevent users from skipping required steps
- Review our existing AI bot and automation logic to determine where native Monday.com automations can replace AI-driven actions
- Optimize the workflow to reduce unnecessary AI credit consumption while maintaining the same business functionality
- Recommend the best long-term balance between AI, native automations, integrations, and custom workflows

CRM Workflow Completion
- Finalize and optimize our lead, contact, company, and onboarding workflows
- Review and complete our sales pipeline automation logic
- Resolve issues with our existing sequence functionality
- Ensure workflows operate reliably from lead creation through onboarding

Integrations
- Complete implementation of our e-signature platform, including the required workflow automations
- Troubleshoot and finalize our QuickBooks integration to ensure reliable end-to-end functionality

Deliverables
By the end of the project, we'd like to have:
- A fully optimized Monday.com CRM
- Reliable, well-documented automations throughout the sales and onboarding process
- Broken automations identified and repaired
- An optimized AI strategy that minimizes unnecessary AI credit usage by leveraging native automations wherever appropriate
- Working integrations with our e-signature platform and QuickBooks
- A scalable CRM architecture that is easy to maintain and expand
- Recommendations for future improvements beyond the initial scope

Ideal Candidate
We're looking for someone who has:
- Extensive experience implementing and optimizing Monday.com CRM
- Advanced experience with Monday automations, integrations, APIs, Make, Zapier, or similar platforms
- Experience troubleshooting and improving existing CRM implementations—not just building new ones
- Experience working with Monday AI and designing efficient automation strategies
- Strong understanding of CRM architecture, workflow design, and process optimization
- Excellent communication skills and the ability to recommend best practices rather than simply execute instructions

To Apply

Please include:
- A brief overview of your Monday.com CRM experience
- Examples of similar CRM implementation or optimization projects you've completed
- Any relevant Monday.com certifications or partner status
- A brief explanation of how you typically approach reviewing and optimizing an existing CRM
- Your recommended approach, estimated timeline, and either a fixed-price quote or estimated hours to complete this project based on the information provided.

We have detailed workflow documentation, business rules, and automation logic prepared and will share those with the selected freelancer to help finalize the implementation.

We are a real estate brokerage with 15 agents who operate their own businesses under our umbrella. We are launching a done-for-you marketing program to manage their marketing efforts ON THEIR BEHALF. This includes creating and sending newsletters to their contacts, creating and scheduling social media campaigns, setting up workflows that make the customization of the newsletter and social posts easier than manual (if possible), managing lead pipelines, responding to leads, connecting phone numbers for two-way texts, and setting up snapshots for duplication. The goal is to enhance their marketing reach and efficiency while maintaining privacy of their contacts.

Must have extensive experience in HighLevel and real estate.

Role purpose

Own the Salesforce requirements, dependencies, solution review, traceability, and acceptance activities for a multi-entity Order-to-Cash implementation without duplicating hands-on configuration assigned to the end client’s existing Salesforce consultant.

This role will work under the direction of the End-to-End O2C Program Architect and Delivery Lead. The position defines what Salesforce must deliver, reviews the proposed and configured solution, coordinates downstream dependencies, and confirms that outputs satisfy approved acceptance criteria. It is not the primary Salesforce configuration or development role.

Key responsibilities
Define Salesforce requirements supporting customer master, opportunity, order, contract, billing trigger, entity, dimension, payment-status visibility, and related O2C processes.
Translate the approved end-to-end architecture into object, field, flow, validation, automation, sequencing, payload, timing, and integration requirements.
Issue clear, testable requirements and acceptance criteria to the client-direct Salesforce consultant.
Maintain traceability from business requirement through Salesforce design, configured output, integration test, defect disposition, and acceptance result.
Review proposed Salesforce object, field, automation, and integration designs for downstream accounting, billing, data, reporting, and operating impacts.
Confirm that Salesforce configuration supports approved customer ownership, source-of-truth, duplicate-prevention, entity-routing, and dimension requirements.
Define required integration payloads, statuses, timing rules, exception behavior, and failure-handling expectations.
Track Salesforce dependencies, decisions, assumptions, and required delivery dates within the broader implementation plan.
Review configured outputs and test evidence to confirm compliance with approved requirements.
Coordinate Salesforce-related system testing, integration testing, defect classification, and acceptance.
Identify uncovered Salesforce configuration or development work before it affects downstream implementation.
Route uncovered work through the approved Work Order process where appropriate.
Coordinate with the existing Salesforce consultant without assuming unilateral authority over that provider or the client’s internal personnel.
Support documentation and handoff of Salesforce responsibilities within the O2C operating process.
Escalate proposed designs that conflict with the approved end-to-end architecture or create downstream billing, accounting, duplication, integration, or reporting risk.

Success in the role

Salesforce requirements are complete, traceable, testable, and aligned with the approved accounting and integration architecture. The client-direct Salesforce consultant receives clear direction, dependencies are delivered when required, and configured outputs satisfy the program’s approved acceptance criteria.

Preferred background

Select candidates with meaningful experience in:

Salesforce requirements and solution design
Sales Cloud objects, fields, flows, validation rules, and automation
Opportunity-to-order, quote-to-cash, or Order-to-Cash processes
Salesforce-to-accounting, billing, or ERP integrations
Customer-master and source-of-truth design
Entity, dimension, billing-trigger, and transaction-routing requirements
Integration payloads, statuses, error handling, and acceptance criteria
Requirements traceability and solution-review practices
System integration testing and defect classification
Working with separate client-direct Salesforce administrators, consultants, or developers
Cross-functional coordination with Finance, Operations, data, integration, and accounting teams

Candidates whose experience is limited to generic Salesforce administration, project coordination, or hands-on configuration without cross-system O2C responsibility will not be a fit.

Screening questions
Describe a Salesforce project where you owned requirements, solution review, traceability, and acceptance while another consultant or developer performed the configuration.
How would you translate an Order-to-Cash process into Salesforce object, field, flow, validation, automation, integration, and acceptance requirements?
Describe your experience reviewing Salesforce designs for consistency with accounting, ERP, billing, or integration requirements.
Provide an example of a Salesforce design you rejected or materially changed because it would have created downstream billing, accounting, duplication, integration, or reporting problems.
How do you verify that configured Salesforce outputs satisfy requirements before granting acceptance?
How do you manage a situation where a Salesforce consultant’s proposed design conflicts with the approved end-to-end operating model?

I need someone to create onboarding easier for me. My clients have paid ads from meta, I need to get them A2P verified, their email connected, and a simple landing page built for the individuals who don't have a website.

Also some simple automations, like OPT OUT messages when a lead just filled out a form, text follow ups etc.

We're looking for an experienced **Zoho CRM specialist** to help enrich and validate approximately **300 existing leads** in our Zoho CRM.

This is **not** a data entry project. We're looking for someone who knows how to efficiently research, verify, and enrich CRM records while maintaining high data quality.

## Current State

Our leads already contain basic information, including:

* First name
* Last name
* Current title (may be outdated)
* Company
* A few internal custom fields

Most other fields are missing.

## Primary Scope (Fixed Price)

For each lead, we'd like you to:

* Verify that the person is still at the listed company
* Update their current job title if it has changed
* Find and populate a current, working business email address
* Populate the company's full address (street, city, state/province, postal code, country)
* Add any other high-value business information that would make the CRM more useful (for example company website, LinkedIn URL, company size, industry, or annual revenue if readily available)

Accuracy is much more important than speed. We'd rather have fewer verified records than many inaccurate ones.

Please let us know:

* Which data sources and enrichment tools you use
* Your expected accuracy rate for business email addresses
* Whether emails are verified before delivery
* Your experience working directly inside Zoho CRM

## Secondary Project (Separate Fixed Price)

We're also looking for help classifying the **seniority** of these same contacts.

We'd like your recommendation on the fastest and most reliable way to accomplish this, whether through Zoho, automation, AI, external enrichment tools, or manual research.

Our desired scale is:

* **Level 1:** Individual contributor / Associate / Specialist
* **Level 2:** Manager
* **Level 3:** Director / Senior Director
* **Level 4:** Vice President / Senior Vice President
* **Level 5:** C-suite / Founder / President / Executive leadership

This isn't always straightforward because many job titles are ambiguous, so we're interested in your methodology for assigning seniority consistently.

Please provide a **separate fixed-price quote** for this portion of the work.

## To Apply

Please include:

* Your experience with Zoho CRM
* Similar CRM enrichment projects you've completed
* The enrichment tools or databases you use (Apollo, ZoomInfo, LinkedIn Sales Navigator, Clay, Clearbit, etc.)
* Your proposed fixed price for:

1. Data enrichment of approximately 300 leads
2. Seniority classification of approximately 300 leads
* Your estimated turnaround time

We're looking for someone who values data quality, communicates well, and can potentially become a long-term resource for future CRM enrichment projects.

Build a Local Business Owner Marketing, CRM & Event Campaign for a CPA Firm

Project Budget: $750 Fixed Price

OG Advisory is a CPA-led accounting, tax, and business advisory firm serving business owners in Central Florida. We are launching a relationship-based local marketing campaign focused on invite-only educational events, personal outreach, monthly Topgolf gatherings, and selective follow-up with high-value prospects.

We are seeking an organized marketing and CRM professional to build the initial campaign infrastructure and prepare the first business-owner event.

This is a defined project rather than a traditional employment position. A successful engagement may lead to ongoing work of approximately four hours per week.

Project Objectives

The completed project should give OG Advisory a repeatable system to:

* Identify qualified local business owners
* Organize prospects in a CRM
* Personally invite owners to private educational events
* Track registrations, attendance, discovery calls, and proposals
* Coordinate monthly relationship-building activities
* Maintain consistent follow-up after each interaction

Project Scope

1. CRM and Pipeline Setup

Create or organize a CRM pipeline with stages such as:

* Identified
* Researched
* Contacted
* Invited
* Registered
* Attended
* Discovery Call
* Nurture
* Proposal
* Client
* Referral Partner

Each prospect record should include:

* Owner name
* Business name
* Industry
* Location
* Website
* Phone number
* Email address
* LinkedIn profile
* Estimated company size
* Estimated revenue range, when reasonably available
* Potential accounting, tax, or advisory needs
* Outreach history
* Event attendance
* Next action
* Next-action date
* Estimated opportunity value

2. Local Business Owner Prospect List

Research and prepare an initial list of at least 100 qualified business owners located in or near:

* Hunters Creek
* Kissimmee
* Lake Nona
* Celebration
* Meadow Woods
* South Orlando

Priority industries include:

* Construction
* HVAC
* Plumbing
* Electrical
* Roofing
* Home services
* Restaurants
* Retail
* Automotive services
* Hospitality
* Medical and dental practices
* Real estate businesses
* Professional services

The list should prioritize established owner-operated businesses that appear likely to need accounting, tax planning, payroll, financial reporting, or advisory support.

3. Event Campaign Setup

Develop the workflow for an invite-only business-owner briefing for approximately 20–25 attendees.

The first proposed event will focus on:

State of Small Business, Tax Planning and Savings Strategies

Create:

* Event planning checklist
* Registration process
* Invitation email
* Personal outreach template
* LinkedIn invitation
* Follow-up message
* Registration confirmation
* Seven-day reminder
* One-day reminder
* Post-event thank-you email
* Discovery-call call-to-action
* Attendance tracker
* Event-day checklist

4. Relationship-Marketing Tracking

Create simple tracking systems for:

* Monthly Topgolf Thursday invitations
* High-value prospects eligible for UCF football invitations
* Referral partners
* Prospects who attended an event but did not schedule a call
* Prospects who completed a discovery call but are not ready to proceed
* Existing clients who may provide introductions

5. Marketing Dashboard

Create a simple monthly dashboard showing:

* New prospects researched
* Prospects personally contacted
* Event invitations issued
* Registrations
* Attendance
* Discovery calls
* Proposals
* New clients
* Estimated first-year revenue
* Follow-up actions due
* Cost per event
* Cost per discovery call
* Cost per acquired client

6. First Event Launch Support

Assist with preparing the first campaign by:

* Organizing the initial invitation list
* Loading prospect information into the CRM
* Preparing the registration tracker
* Scheduling or organizing reminder communications
* Creating simple Canva event materials
* Preparing the event-day attendee list
* Producing the post-event follow-up queue

Required Deliverables

The project will be considered complete when the following have been delivered:

1. Functional CRM pipeline
2. At least 100 researched local business-owner prospects
3. Prioritized list of the top 30 initial outreach targets
4. Complete event invitation and reminder sequence
5. Event planning and execution checklist
6. Topgolf and UCF prospect-tracking system
7. Monthly marketing dashboard
8. First-event registration and follow-up workflow
9. Written instructions explaining how the system should be maintained

Ideal Freelancer

The ideal candidate has experience with:

* B2B prospect research
* CRM administration
* Local business marketing
* Professional-services marketing
* Small event coordination
* Email campaigns
* Canva
* Google Workspace
* Lead tracking and pipeline reporting

Experience working with accounting firms, law firms, financial advisors, consultants, or other professional-service businesses is preferred.

This is not primarily a social-media management or paid-advertising project. The focus is high-quality prospect research, CRM organization, event coordination, and relationship-based business development.

Application Requirements

Please include:

* Examples of similar CRM, prospect-research, or event-marketing projects
* The CRM systems you have used
* Your approach to researching qualified local business owners
* Your expected project timeline
* Confirmation that you can complete the listed scope within the displayed $750 fixed-price budget
* Your availability for potential ongoing support after the initial project

As part of the selection process, shortlisted candidates may be offered a small paid test involving research on five local businesses.

Potential Ongoing Engagement

After completion, the selected freelancer may be offered ongoing support of approximately four hours per week for:

* Prospect research
* CRM maintenance
* Event administration
* Invitation tracking
* Follow-up reporting
* Monthly Topgolf coordination
* Marketing dashboard updates

Ongoing work would be negotiated separately from this fixed-price project.

We are looking for an experienced MERN Stack Developer to build a modern healthcare appointment booking platform. This is a pre-launch project, and we're seeking someone who can develop a secure, scalable, and user-friendly application using the MERN stack.
The ideal candidate should have experience building full-stack web applications and be comfortable working independently to deliver production-ready features.
Responsibilities
• Develop the frontend using React.js and the backend using Node.js and Express.js.
• Build secure authentication and user management for patients, doctors, and administrators.
• Implement appointment booking, scheduling, and calendar management.
• Develop doctor profiles, availability management, and patient dashboards.
• Integrate notifications via email or SMS.
• Build an admin panel to manage users, appointments, and platform settings.
• Design and optimize MongoDB databases.
• Integrate third-party APIs where needed.
• Ensure the platform is secure, responsive, and optimized for performance.
• Test, debug, and deploy production-ready features.
Required Skills
• Strong experience with the MERN Stack (MongoDB, Express.js, React.js, Node.js).
• Experience building REST APIs.
• Good understanding of authentication and authorization (JWT/OAuth).
• Strong knowledge of MongoDB and database design.