Optimize CRM Projects with Vollna's Tools

About the role:
We're a B2B software company in a niche trade industry, transitioning to a subscription model and need a CRM properly set up to support our sales and customer success operations. We're deciding between Bigin by Zoho and Sheetify and need a specialist to help us finalise the decision and implement it.

What you'll be doing:
- Reviewing our requirements and advising on Bigin vs. Sheetify for our use case
- Full implementation: pipeline setup, custom fields, integrations with email and website forms
- Setting up automated lead routing from website inquiries
- Light training for our team on how to use the system day to day

What we're looking for:
- Demonstrated experience implementing Bigin by Zoho and/or Sheetify specifically
- Experience with B2B subscription/SaaS businesses
- Comfortable scoping whether data migration/cleanup is included or a separate cost - we have an existing prospect and customer database that needs reconciling across multiple sources

To apply, please include:
- Your experience with Bigin and/or Sheetify specifically
- Whether your service includes data cleanup/migration, and at what cost
- Estimated cost and turnaround for a full implementation
- One example of a similar implementation you've completed

I need a comprehensive management app for my small business with the following essential functions:
- Employee Management
- Inventory Tracking
- Customer Relationship Management

The app should support iOS, Android, and Web platforms, ensuring a seamless experience across all devices. Real-time synchronization between devices is crucial for my operations.

Ideal skills and experience:
- Proven expertise in developing cross-platform applications
- Strong background in implementing real-time data synchronization
- Experience with employee management, inventory tracking, and CRM systems
- Familiarity with UI/UX design for a smooth user experience across platforms

Please provide examples of similar projects you've completed.

Skills: Website Design, Mobile App Development, iPhone, Android, UI / User Interface, Web Development, iOS Development, Android App Development

We are seeking a skilled freelancer to build and manage our key pipeline CRM. The ideal candidate will have experience in CRM systems and pipeline management, ensuring smooth operations and efficient data handling. Responsibilities include setting up CRM systems, managing data flows, and optimizing pipeline processes. The role requires strong analytical skills and attention to detail to ensure accuracy and efficiency.

I run a real estate team and we're bleeding leads because my agents are stuck in showings and can't reply to inbound social media leads fast enough. I need an automation expert to build an AI workflow that handles these leads from the second they come in.

The Tech Stack:
You MUST know n8n (preferred) or Zapier, Airtable, and Zoho CRM.

What I need built:
Catch leads from our FB/IG ads and website forms.
Route them into Airtable as our staging database.
The AI/RAG part: I need an AI agent that doesn't just ask basic qualifying questions, but actually answers specific questions from buyers. It needs to be a RAG system connected to our property listings, neighborhood guides, and company docs. (So if a lead asks "what are the HOA fees for this house?" or "how is the school district?", the AI pulls the right info and replies accurately without making things up).
Once the AI qualifies them (budget, timeline, pre-approval) and answers their questions, push the data into Zoho CRM, create the lead, and alert the assigned agent.

If they aren't qualified yet, put them in a long-term nurture sequence in Airtable.
I don't want a clunky setup that hallucinates property details or breaks when an API updates. The RAG part needs to be highly accurate.

To apply:
Start your proposal with the word "ZILLOW" so I know you actually read this.
Briefly explain what vector database or tool you'd use for the RAG system (e.g., Pinecone, Qdrant, or whatever works best with n8n).

Share 3 or 5 quick examples (or Loom links) of similar AI/CRM automations you've built.
Looking to get this started ASAP. If the initial build goes well, I have a lot more workflows I'll need help with.

• Please list any certifications related to this project

DESCRIPTION:
We are a Boston-area construction and real estate development company looking to set up GoHighLevel as our complete CRM and marketing system.
We have already subscribed to GoHighLevel. We need an experienced GHL specialist to build everything from scratch.
SCOPE OF WORK:

Connect third-party business data tools to GHL via Make.com so that new leads are automatically created and enrolled in workflows
Build full pipeline stages: New Lead, Contacted, Replied, Meeting Booked, Proposal Sent, Won, Lost
Build automated multi-channel follow-up sequences including email, SMS, and voicemail drops across multiple audience segments
Build long-term nurture sequences — monthly email and quarterly SMS on an ongoing basis
Configure AI SMS conversation bot to qualify inbound replies and book calls directly to our calendar
Integrate Lob.com for automated direct mail triggered on new lead entry
Connect Make.com enrichment workflows between lead ingestion and GHL contact creation
Build conditional sequence enrollment logic based on available contact data fields
Connect GHL landing pages to paid ad lead forms
Set up sub-accounts for 2 additional business entities under our main account
Deliver a Loom walkthrough video of the complete build upon completion

WHAT WE PROVIDE:

GHL admin login
All third-party tool credentials
Complete copy for all email and SMS sequences
Pre-recorded voicemail audio file
Brand assets including logo and colors

TO APPLY: Share 2-3 examples of GHL builds you have completed, particularly ones involving Make.com or Zapier integrations. Please confirm your availability to start this week.
Budget: $800-$1,500 fixed price

I am looking for an experienced Clay expert with strong automation or GTM engineering experience to build a scalable lead generation system for my web design, hosting, and website maintenance business.

This is not basic list building. I need someone who can design and implement a structured outbound data system that consistently identifies high quality businesses that need website improvements.

What you will build:

A Clay based outbound system that can:

Identify local service businesses such as contractors, dentists, chiropractors, and similar niches
Enrich company and decision maker data
Detect website quality signals such as:
outdated websites
poor mobile optimization
missing SSL or security issues
slow or low quality websites
Pull verified emails and contact information using enrichment tools
Segment and score leads based on website quality and intent
Output clean, structured outreach ready lead lists for cold email campaigns
Technical expectations:

You should be comfortable with:

Advanced Clay workflows beyond basic tables
API integrations where needed
Data enrichment workflows using tools like Apollo or similar
Web scraping or structured data extraction when necessary
Boolean logic and filtering at scale
Building repeatable automation systems rather than one off lists
Optional integrations with email tools like Instantly or Smartlead
Goal:

Build a system that can reliably generate:

100 to 300 high quality leads per month
Leads filtered based on real website weaknesses and business fit
Outreach ready datasets for cold email campaigns
My business:

I run a web design, hosting, and maintenance service where I help local businesses:

rebuild or improve their websites
host and maintain their websites
provide ongoing updates and support plans ranging from 49 to 149 dollars per month
Ideal candidate:
Strong experience with Clay at an advanced level
Background in RevOps, GTM engineering, or automation workflows
Experience building outbound systems for agencies or SaaS companies
Understands lead quality over lead volume
Thinks in systems rather than one time tasks
Bonus skills:
Experience with AI based personalization inside Clay
Experience improving cold email reply rates
Knowledge of email deliverability systems
Experience building outbound systems that scale
Deliverables:
Fully built Clay workspace or system
One to three lead generation workflows
Lead scoring and filtering logic
Documentation or walkthrough so it can be scaled or handed off
Optional integration with email outreach tools

• Pay is $20 a week dont ask for more

We are a fast-growing business education and funding company helping entrepreneurs access capital, improve their financial position, and build successful businesses.

We are looking for an organized, proactive, and detail-oriented Operations & Hiring Coordinator to help us build our team, document processes, and support daily operations.

This role is ideal for someone who loves organization, systems, recruiting, and helping businesses grow behind the scenes.

Responsibilities

Hiring & Recruitment

* Post job openings on platforms such as Upwork, Indeed, OnlineJobs.ph, and LinkedIn
* Review and screen applications
* Filter candidates based on qualifications
* Conduct initial screening interviews
* Schedule interviews with leadership
* Track candidates through the hiring process
* Complete reference checks when needed
* Maintain hiring scorecards and candidate notes

Operations Support

* Create and organize SOPs (Standard Operating Procedures)
* Document workflows and business processes
* Assist with onboarding new hires
* Create training materials and checklists
* Keep Asana, Notion, and company systems updated
* Track team tasks and follow up on deadlines
* Help improve business systems and efficiency

Administrative Support

* Organize files and documentation
* Prepare meeting notes and action items
* Assist with project management
* Follow up with team members regarding assigned tasks
* Help maintain operational organization across departments

Requirements

* Strong written and verbal English communication
* Experience with recruiting, HR, operations, or executive support
* Highly organized and detail-oriented
* Comfortable creating SOPs and documentation
* Experience with Asana, Notion, Google Workspace, or similar tools
* Ability to manage multiple projects simultaneously
* Strong follow-through and accountability
* Ability to work independently without constant supervision

Preferred Qualifications

* Experience supporting coaches, consultants, education companies, or service businesses
* Experience building teams remotely
* Familiarity with hiring virtual assistants and contractors
* Experience creating training documentation

To Apply

Please answer the following:

1. Tell us about your experience with recruiting and hiring.
2. Have you ever created SOPs or training documents? Please provide examples.
3. What project management software have you used?
4. Describe a time you improved a process or system.
5. What is your desired hourly rate?
6. Why do you believe you would be a great fit for this role?

Include the word “Systems help” at the beginning of your application so we know you read the entire posting.

I'm looking for a systems thinker, not a software expert.

Please read this entire post before applying.

I am NOT looking for:

AI experts
Chatbot experts
GoHighLevel experts
Zapier experts
ManyChat experts
Lists of software tools
Technical diagrams
Generic portfolios
Copy-and-paste proposals

I already know these tools exist.

What I need is someone who can think clearly about business systems and customer journeys.

The Project

I am helping a med spa owner build a repeatable lead generation system that can help her transition toward operating the business full-time over the next 12 months.

The goal is NOT to build a giant automation machine.

The goal is to create a simple system that attracts leads, nurtures them, and turns them into appointments.

Think strategy first.

Technology second.

What I Want To Understand

Pretend you are explaining this to a smart business owner who knows nothing about automation.

In plain English:

How would a prospect first discover the offer?
What would cause them to raise their hand?
What information would you collect?
What happens immediately after they respond?
What happens over the next 30 days?
What would make them eventually book?
What would you build first?
What would you deliberately NOT build yet?
What would success look like after 90 days?

Example Of The Level Of Detail I'm Looking For

Bad Answer:

"I would build a ManyChat funnel integrated with GoHighLevel, Make.com, AI agents, and CRM automations."

Good Answer:

"First I would create a simple gift card offer.

The prospect sees the offer on Facebook.

They enter their information to receive the gift card.

Immediately after opting in, they receive the gift card and a short welcome message.

Over the next two weeks, they receive educational content, social proof, and reminders to book.

I would measure opt-ins, consultations booked, and treatments sold before adding any additional complexity."

See the difference?

One describes software.

The other describes what actually happens.

Application Instructions

Do NOT send me:

Videos
Workflow diagrams
Technical architecture
Software stack explanations

Instead, answer these 3 questions only:

What would you build first?
Why would you build that first?
What would success look like after 90 days?

Maximum 500 words.

If your response is thoughtful and clear, we can discuss implementation afterward.

Fixed budget project.

Sunday Homes is a real estate investment company based in Tampa, Florida specializing in off-market property acquisitions in the Tampa Bay area. We are looking for an experienced Virtual Assistant to support our growing operation.
You will be responsible for cold calling motivated sellers, managing leads in our CRM, pulling and skip tracing lead lists, handling SMS and email follow-up, and assisting with general admin and document organization.
The ideal candidate has prior real estate VA experience, strong English communication skills, and is comfortable making outbound cold calls. You must be available to work full-time during Tampa, Florida business hours (Eastern Standard Time).

To apply, please submit a 60–90 second voice recording introducing yourself in English along with a summary of your real estate VA experience. Applications without a voice recording will not be considered.

We are seeking a sales expert with over 8 years of experience in industries such as automotive, real estate, mobile, gadgets, retail, and distribution. The ideal candidate will have a strong background in sales and a passion for art. Responsibilities include developing sales strategies, managing customer relationships, and driving business growth. Experience in internet marketing and social media marketing is a plus.

Seeking an expert Marketer/Agency to create an end-to-end acquisition funnel and course. Responsibilities include building a Google/YouTube funnel and integrating systems for seamless operation. The ideal candidate will have a strong background in marketing and funnel building, with the ability to optimize for conversions and user experience.

Hey I'm Alex, I'm a pretty nice guy and overwhelmed with GHL while I'm stuck working out in the field. I need help with the following.


GoHighLevel Setup for Exterior Cleaning Business — Website,
Funnels, Booking & Quote Follow-Up Automation

About us:
We're Happy House Exteriors, a pressure washing, window cleaning,
gutter cleaning, and gutter guard install company serving Springfield,
MO and surrounding areas. We send out quotes daily and need a complete
system that brings in leads, lets clients book us, and follows up
automatically — so we stop chasing quotes manually.

What we need:
We're looking for an experienced GoHighLevel expert to build out our
full setup inside our own GHL account — website, sales funnels, booking
calendar, and an automated quote follow-up system.

Scope of work:

Website & Funnels
- Design a clean, professional website for our business
- Build sales funnels that capture leads for our services
- Create submission/contact forms that feed leads directly into GHL

Booking Calendar
- Set up a calendar tool clients can use to book us based on our real
availability
- Sync it to our schedule so we're never double-booked
- Add automated booking confirmations and reminders (text + email)

Quote Follow-Up Automation
- Set up our opportunity pipeline with clear stages (incl. a "Quote
Sent" stage)
- Build a multi-touch follow-up workflow (SMS + email) triggered after
a quote is sent
- Set up and train Conversation AI (or AI Agent) to reply to leads,
answer FAQs, and hand off to us for high-intent leads
- Load in our services, pricing logic, FAQs, and common objections
- Set up tagging so leads route correctly (interested / not interested
/ no response → re-engagement)
- Handle A2P 10DLC registration for compliant business texting

Wrap-up
- Provide a short walkthrough so we can make small edits ourselves

Requirements:
- Proven GoHighLevel experience (please share examples of websites,
funnels, and follow-up systems you've built, ideally for home/service
businesses)
- Everything must be built in OUR account that we own and control —
not a sub-account we rent
- Clear communication and a defined timeline

In your response, please include:
- Examples of similar GHL builds you've done (websites, funnels,
automations)
- Whether you charge a one-time build fee, monthly management, or both
- Your estimated timeline

Looking forward to working with you!

Hey, I would like to get a quote on how much it would cost to build a working job board systems with WCAG accessibility and privacy framework in mind to handle sensitive data such as legal names, identification, date of birth and addresses. Using https://app-now.com/ as a reference, please let me know your hourly rate and how many hours you predict it would take or give a flat quote price option with a defined number of permitted revisions. Looking forward to working with you.

Jimmy M.

Workflow Automation – Brief for Quoting
Context: Small-medium Australian real estate agency. Looking to automate a admin-heavy workflow. Want a rough quote (time + cost) based on the scope below so I can plan a project budget. Happy to discuss in more detail once scope is confirmed.
What happens today: When a property listing is taken on, the team fills out an online form (currently in Monday.com) capturing property and client details. From there, admin staff manually create three documents and send them out:

A statutory agency agreement / listing form (state-specific real estate form — fixed template, fields filled in manually)
A contract of sale (templated document, fields filled in manually)
An internal marketing cost invoice (templated document)

Once complete, these are sent for e-signature via DocuSign, then emailed to the relevant client and/or agent.

What we want instead: When the Monday.com form is submitted, the three documents are auto-populated from that data, an envelope is automatically created in DocuSign for signature, and the signed/sent documents are routed to the right people automatically (or with one manual approval click).

Known tools in the current stack:

Monday.com (forms/data capture) — has a public API
DocuSign (e-signature) — has a public API
Document templates are currently Word/PDF (exact format TBC)
A third proprietary CRM system may also be involved — API access to this system is unconfirmed at this stage (could range from full API to export-only to no access at all)

Estimated volume: roughly 10–20 of these per month (to be confirmed)
Please quote separately for:
Workflow 1 assuming only Monday.com + DocuSign + document templating (no CRM integration required)
Workflow 1 if a third CRM system also needs to be read from/written to via API (assume moderate complexity — happy to discuss once known)
Ongoing maintenance/support cost (e.g. monthly retainer or hourly, for fixes if a form field changes etc.)

Verna Capital is a faith-forward business funding company helping entrepreneurs access 0% interest business capital. As we scale our client fulfillment, we're looking for a focused Inquiry Removal Specialist to join our team on a part-time basis.

This is not a full credit repair role. We need someone who moves fast, knows the dispute process inside and out, and can hit the ground running on inquiry removal the moment a client account is handed to them.

What You'll Do

-Review client credit reports and identify all hard inquiries eligible for removal
-Submit inquiry removal disputes across all three bureaus (Experian, Equifax, TransUnion)
-Handle late payment removal submissions when applicable
-Track dispute progress and update client records with timelines and outcomes
-Coordinate with our internal team to ensure clients are funding-ready as quickly as possible

What We're Looking For

-Proven hands-on experience with inquiry removal, not just general credit repair knowledge
-Familiarity with bureau dispute processes and portals
-Strong written and spoken English
-Detail-oriented and able to manage multiple client accounts simultaneously
-Reliable, self-managed, and responsive during U.S. business hours

Role Details

-Part-time contractor position
-Long-term engagement as client volume grows
-Remote / work from anywhere

• How many hard inquiry removals have you successfully completed, and what's your average success rate?
• Which bureaus do you have the most experience submitting disputes through, and what method do you typically use (online portal, mail, fax)?
• How quickly can you begin the inquiry removal process once a client's credit report is handed to you?
• Have you ever worked within a business funding or credit card stacking pipeline? If so, describe your role.

We are hiring an Appointment Setter for life insurance sales to make outbound calls to cold and warm leads, update our CRM, and schedule appointments for our licensed sales team.

This is opportunity is for someone who is confident on the phone, dependable, coachable, and motivated by bonuses.
You will be speaking with homeowners who previously requested information and helping schedule them for a quick consultation.

Responsibilities
Make outbound calls daily using our dialer system
Follow up with leads by phone, text, and CRM tasks
Schedule qualified appointments for agents
Accurately update notes and dispositions in CRM
Maintain professional communication with prospects
Meet daily dial and weekly performance goals
Attend team training/coaching sessions

Requirements
Excellent spoken English
Comfortable making high-volume outbound calls
CRM experience required
Sales or call center experience required

• Describe your recent experience with similar projects
• How do you approach difficult conversations with customers?

We are a lean tech startup hosting a high-priority regulatory compliance webinar on July 16, 2026, regarding Ontario’s Bill 194 / Cybersecurity frameworks. We require an independent, execution-focused marketing specialist to build, clean, and launch our outbound registration pipeline.

Note: We do not have internal marketing data tools; we expect the selected freelancer to utilize their own professional data platforms to source the list.

Key Responsibilities:

Target List Sourcing: Utilize your own premium B2B data tools (Apollo.io, ZoomInfo, or equivalent) to source and verify a clean list of 4,000 target contacts in Ontario, Canada. Target roles: CIOs, CTOs, Directors of IT, CISOs, and Privacy Officers across Municipalities, Education, Healthcare, and Provincial Ministries.

Campaign Setup: Assist us in configuring our baseline Zoho marketing account. Build a clean registration landing page using Zoho Forms/Campaigns and configure a 3-email cold outbound automated sequence.

Data Deployment: Clean and import the 4,000-contact list you sourced into Zoho, and schedule/trigger the sequence based on a tight 3-week rollout calendar.

Partner Deliverables: Format and package email copy/assets for our industry association partner to blast to their internal member database on our behalf.

Requirements:

Hands-on, verified experience setting up and running Zoho CRM / Zoho Campaigns.

Active, personal access to a premium B2B database tool (Apollo, ZoomInfo, etc.) to source and export the required 4,000-contact list.

Ability to work independently and complete the data pull and initial setup within 5–7 days.

Title: GHL Funnel Optimization — Help Convert Leads Into Booked Appointments (Financial Services)

We're a Dallas-based retirement planning firm (HavenPoint Retirement Strategies) running lead gen through Facebook lead forms into GoHighLevel (white-labeled as REI Reply). We have a 9-touch follow-up sequence (RVMs, SMS, email, calls) but our lead-to-appointment conversion rate is too low and we need a specialist to fix it.

What we need help with:
- Audit our existing GHL workflows (we have 9-stage pipeline, custom fields, automations already built) and find leaks/bugs (e.g., duplicate workflow triggers causing double-enrollment)
- Optimize sequence timing, messaging, and channel mix (RVM, SMS, email) to drive more booked calls
- Review/improve SMS and email copy for compliance (TCPA) and conversion
- Set up or troubleshoot integrations (Drop Cowboy/Stratics for RVM, Sendspark for video, calendar booking)
- Provide recommendations on appointment-setting best practices specific to financial services / insurance lead gen

Ideal candidate:
- US-based, strong GHL/CRM experience specifically with financial services or insurance lead gen
- Experience with appointment-setting funnels, not just general marketing automation
- Familiar with TCPA compliance for SMS/calls
- Can work hourly, async-friendly

To apply: tell us about a similar funnel you've optimized and what conversion lift you achieved.

We're looking for an AI automation specialist to build one production-ready lead qualification workflow in n8n.
Leads arrive through a webhook from our web form. Each lead should be passed to GPT-4o for qualification and scoring against simple criteria we provide. Qualified leads then sync to our CRM and trigger a Slack alert, while the rest get logged to a Google Sheet for manual review.
What we need:

One clean n8n workflow (webhook to GPT-4o to CRM, Sheet, and Slack)
Sensible error handling plus a short Loom walkthrough showing it run end to end
Light documentation so our team can maintain and extend it later

The scope is intentionally tight and clearly defined. We care about clear communication and someone who builds for real operations rather than a one-off demo.
This is a fixed price project at $100, and we'd like to wrap within 3 to 5 days. If you've built similar AI lead workflows before, tell us the exact stack you used.

## About WBBC Consulting

WBBC Consulting is a growing infrastructure, engineering, technology, and workforce solutions firm serving clients throughout Pennsylvania, New York, and beyond.

We are looking for a highly organized and proactive Growth Manager to help generate opportunities, manage relationships, maintain our CRM pipeline, and support our business development efforts.

This is a part-time remote position with a clear path to a long-term and potentially full-time role.

---

## What You'll Do

### CRM & Pipeline Management

* Maintain and update CRM records
* Track prospects, referrals, and active opportunities
* Manage business development pipelines in ClickUp and Excel
* Ensure all contacts and opportunities remain organized and current

### Lead Generation & Outreach

* Research and identify potential clients and partners
* Add qualified contacts to the CRM
* Send LinkedIn outreach messages
* Send follow-up emails and communications
* Distribute capability statements and company information

### Calendar & Meeting Coordination

* Schedule discovery calls
* Coordinate follow-up meetings
* Schedule proposal reviews and strategic discussions
* Ensure leadership focuses only on qualified opportunities

### Business Development Support

* Track outreach activity and responses
* Monitor proposal status
* Support pilot project opportunities
* Maintain consistent follow-up with prospects

---

## Who We're Looking For

We are seeking someone who is:

* Highly organized and detail-oriented
* An excellent written and verbal communicator
* Comfortable using CRM systems and business software
* Self-motivated and proactive
* Strong at relationship building and follow-up
* Tech-savvy and quick to learn new systems
* Interested in business development and growth strategy

Infrastructure, engineering, construction, or consulting experience is a plus, but not required.

---

## Weekly Performance Expectations

* Outreach and relationship-building activities
* New contact research and CRM updates
* Discovery call scheduling
* Consistent follow-up with prospects and referral partners
* Accurate proposal and opportunity tracking

---

## What Success Looks Like

You will help manage the business development process from:

**Lead Identification → CRM Entry → Discovery Meeting Scheduled**

Our leadership team then takes over client meetings, proposals, and project delivery.

Your role is to keep opportunities moving, relationships organized, and calendars filled with qualified conversations.

---

## Position Details

* Part-Time
* Approximately 20 hours per week
* Fully Remote
* Growth path to a long-term or full-time opportunity

---

## To Apply

Please include:

1. A brief introduction about yourself
2. Your experience with CRM systems (HubSpot, Salesforce, ClickUp, or similar)
3. Examples of lead generation, appointment setting, business development, or client relationship work you have performed
4. Your weekly availability
5. Why you believe you would be a strong fit for this role

We are looking for someone who enjoys building relationships, creating opportunities, and helping a growing consulting firm scale through systems, consistency, and excellent communication.

We are seeking an expert in Brivity CRM to integrate Home Seller Leads and Google Advertising. The ideal candidate will have experience in CRM systems and a strong understanding of advertising platforms. Responsibilities include setting up and managing lead flows, optimizing ad campaigns, and ensuring seamless integration between systems. If you have a proven track record in CRM integration and advertising, we would love to hear from you.

We are looking for an experienced Twilio specialist to set up and configure our Twilio account for business use.

We already have a Twilio account, but the platform has not been fully configured, and we need someone with hands-on experience to handle the setup correctly and ensure everything is functioning properly.

Scope of Work

The ideal freelancer will:

• Review our current Twilio account setup
• Configure Twilio settings and account structure
• Set up phone numbers as needed
• Configure SMS and/or voice functionality
• Assist with authentication and verification requirements
• Ensure compliance with Twilio best practices
• Test all functionality to confirm everything is working correctly
• Provide brief documentation or a walkthrough of the completed setup

Requirements

• Proven experience with Twilio setup and configuration
• Experience with SMS, voice, and messaging services
• Ability to troubleshoot and resolve setup issues
• Strong communication skills
• Ability to complete the project efficiently

When Applying

Please include:

1. Your experience working with Twilio
2. Similar Twilio projects you have completed
3. What Twilio services you have configured (SMS, Voice, Verify, Conversations, etc.)
4. Your estimated timeline for completion and cost

Goal

Our primary goal is to get Twilio fully configured and operational so our business can begin using it immediately.

CRM & Relationship Database Assistant (Potential Long-Term Opportunity)

I am looking for a highly organized and detail-oriented assistant to help build and maintain a relationship database that supports business development, referrals, and opportunity tracking.

This is NOT a bookkeeping position.

This is NOT a customer service position.

This is NOT a cold-calling position.

This role is focused on organizing information, identifying opportunities, maintaining accurate records, and helping create systems that support growth.

Initial Project Scope

• Review and organize approximately 150–300 contacts
• Categorize contacts by relationship type
• Create and maintain database standards
• Identify referral sources and strategic relationships
• Flag potential business opportunities
• Standardize notes and tagging structures
• Recommend follow-up actions
• Document processes and workflows

Skills Required

• CRM experience
• Google Sheets proficiency
• Database organization
• Strong attention to detail
• Written English communication
• Process documentation
• Ability to think critically and identify patterns

Preferred Experience

• Executive Assistant
• Operations Coordinator
• CRM Administrator
• Relationship Management
• Real Estate CRM experience (helpful but not required)

What Success Looks Like

At the end of the project, I should have:

• A clean, organized database
• Consistent categories and tags
• Clear relationship classifications
• Identified referral and opportunity sources
• Recommended next actions
• Documented process for future maintenance

Application Instructions

Please answer the following questions:

1. What CRM systems have you worked with?
2. Describe a database cleanup or organization project you completed.
3. How would you organize 300 contacts to identify referral opportunities and business opportunities?
4. What is your experience with Google Sheets?
5. How do you handle duplicate or incomplete records?

Please begin your proposal with the phrase:

"Systems create opportunities."

Applications that do not follow this instruction will not be considered.

Additional Information

The initial engagement is project-based. Ongoing weekly work may be available for the right person.

We are seeking an experienced Zoho CRM Consultant to implement and customize Zoho CRM for our real estate business.

The ideal candidate should be able to:
Configure and customize Zoho CRM modules for properties, buyers, sellers, agents, and transactions.
Set up workflows, blueprints, automation, validation rules, and lead management processes.
Implement automated lead assignment, follow-up sequences, email notifications, and task management.
Integrate Zoho CRM with Zoho Forms, Zoho Campaigns, email platforms, and other third-party applications.
Create dashboards, reports, and analytics for sales performance and team productivity.
Assist with data migration, user training, testing, and ongoing optimization.

Please include examples of similar Zoho CRM projects you have completed, especially within the real estate industry.

Job Description
About the Role
We are looking for a tech-savvy, detail-oriented Sales Automation and Apollo.io Virtual Assistant to manage and optimize our outbound engine. This is not a generic administrative role. You will be responsible for the technical execution of our lead generation, data hygiene, and email deliverability.

If you love data organization, understanding the hidden mechanics of Apollo.io, and keeping email campaigns running with flawless deliverability, this role is for you.

Key Responsibilities
Advanced Apollo.io Management: Build, segment, and filter targeted prospect lists based on explicit Ideal Customer Profile (ICP) criteria.

AI-Driven Account Scoring: Use inside-platform AI features and custom prompts to score and prioritize accounts before they enter sequence.

Data Hygiene & Deduplication: Maintain a pristine database, scrubbing for bad data and ensuring our bounce rates strictly remain below 2%.

Deliverability & Domain Health Monitoring: Keep a close eye on email infrastructure, monitoring inbox health, tracking sender reputation, and ensuring domains stay out of spam folders.

Campaign Execution: Launch, pause, and track cold email sequences, ensuring custom snippets and variables map perfectly.

Required Qualifications
Expert-Level Apollo.io Knowledge: Deep familiarity with Apollo’s advanced search filters, sequencing, custom fields, and governance rules.

AI & Prompting Literacy: Comfort using AI tools or platform-native AI features to analyze and score data sets.

Deliverability Savvy: A strong understanding of cold email infrastructure, domain health, and how to protect sender reputation.

Process-Driven: Extreme attention to detail. You don't just click "send"—you verify the plumbing first.

How to Apply
To prove you have read this description completely and possess the attention to detail required for this role, please start your cover letter with the phrase "Engine Builder". Applications without this exact phrase will be automatically disqualified.

We are seeking an experienced freelancer to assist with setting up Zoho 1 for our new startup in Canada. The ideal candidate will have a strong understanding of CRM systems and be able to guide us in effectively using Zoho 1 to manage our business operations. Responsibilities include configuring the platform from start, integrating domains, creating a website, social media presence and providing training to ensure a smooth transition.

Objective
The objective is to support Ardona with outbound business development
and lead generation. The focus will be to identify relevant companies, reach
the right decision makers, start qualified conversations, and move
interested prospects toward meetings, demos, or next step discussions
with Ardona.

The early goal is also to test the market, understand which ICP responds
best, collect real prospect feedback, and build an outreach process that
can be improved over time.

Execution Plan
The execution will cover two channels, LinkedIn and email. LinkedIn will
help start direct conversations faster, while email will support wider reach
once the email setup and warm up are ready.

Linkedin
LinkedIn will be used to connect with decision makers and start relevant
conversations with companies that may need ESG, GRI, GHG, or carbon
reporting support.
The setup will include LinkedIn profile positioning, Sales Navigator setup,
ICP finalization, prospect list building, message writing, and follow up
preparation. After setup, outreach will begin with controlled daily activity so
we can test response quality and improve the messaging based on real
replies.
The aim is to move interested prospects toward a call, demo, or next step
discussion with Ardona.
Email
Email outreach will be used to reach prospects at a wider scale and
support follow ups beyond LinkedIn.
Before launching email campaigns, proper setup will be required. This
includes setting up email domains, sender accounts, technical records,
inbox warm up, email verification, email sequence writing, and deliverability
checks.

Email outreach should not be rushed because sender reputation and
deliverability are important. The first 20 to 25 days may be used for domain
setup, warm up, list enrichment, email verification, and campaign
preparation. Once the inbox health is ready, email campaigns can be
launched and tracked through the selected outreach tool.

Deliverables
LinkedIn profile positioning and optimization support.
ICP finalization for LinkedIn and email outreach.
Sales Navigator prospect search setup.
Prospect enrichment.
LinkedIn outreach message scripts.
Email outreach message scripts.
LinkedIn outreach execution.
Email campaign setup and launch once inbox health is ready.
Process guidance and task direction for Ardona's internal team on
outbound BD activities, with regular follow-up on assigned outreach
tasks.
Process documentation covering outreach workflows, tools, and
messaging frameworks, plus training/induction sessions for Ardona's
team
Reply handling and lead qualification.
Weekly performance report.
Sunday progress meeting.

We are seeking an experienced Zoho CRM specialist to help configure and optimize our CRM setup.

Tasks include creating workflows, automating lead management, fixing automation issues, improving contact organization, and ensuring smooth CRM operations. Experience with Zoho CRM automation, custom fields, triggers, and workflow testing is required.
Quick turnaround and clear communication preferred.

ABOUT StarHire.io

StarHire helps businesses avoid wasting time on unsuitable applicants.

Instead of manually reviewing CVs and booking unnecessary first interviews, businesses can create a filtering form, invite suitable applicants to answer short video questions, review AI summaries, and move candidates through a simple hiring pipeline.

It is designed for busy businesses that want to get to a shortlist faster.We are looking for a serious, commercially minded BDM to help grow StarHire, a recruitment SaaS platform that helps businesses screen candidates faster using one-way video interviews, filtering forms, AI summaries and applicant pipelines.

THE ROLE

This is a contractor role suited to someone who can both generate leads and close sales". We are not looking for a junior appointment setter. We want someone who can think strategically, identify strong prospects, open conversations, run demos where needed, and convert the right customers into paying users.

StarHire is especially useful for businesses that hire regularly or in volume, including recruiters, small business owners, agencies, hospitality businesses, education providers, trades, healthcare, childcare, sales teams and any business where communication skills matter.

The main product is a monthly or annual SaaS subscription, although there may also be opportunities to sell a more hands-on “done-for-you” hiring workflow where appropriate.

WHAT YOU'LL DO

You will be responsible for generating and closing new business for StarHire. This includes identifying suitable prospects, reaching out through email, LinkedIn or phone, running demos where useful, following up professionally, closing monthly or annual subscriptions, and sharing feedback on what prospects want, object to, and respond to.

We are open to your process if it works. You do not need to follow a rigid script, but you do need to be organised, professional and consistent.

COMPENSATION

This is a performance-based contractor role.

You will receive 20% of first-year revenue from customers you source and close.

For example, if you close a customer worth $3,000 in first-year revenue, your commission would be $600.

If you close an annual deal, commission is calculated on the annual contract value.

If you close a monthly customer, commission is calculated based on the expected first-year subscription value, subject to agreed payment terms.

WHO THIS IS FOR

This role is ideal for someone who has experience selling B2B SaaS, recruitment products, HR technology, staffing services, lead generation services, or business services to small and medium businesses.

You should be comfortable with outbound sales and able to create opportunities without waiting for inbound leads.

You should also be able to think commercially. We are still early, so part of the opportunity is helping identify which customer segments convert best.

TO APPLY

Please answer the following:

1. What B2B product or service have you successfully sold before?
2. What type of customers did you sell to?
3. How did you generate leads?
4. Have you sold to recruiters, staffing agencies, HR teams or small business owners before?
5. Are you comfortable with performance-based compensation linked to closed revenue?

Please include specific examples. Generic applications will not be considered.

• What B2B product or service have you successfully sold before?
• What type of customers did you sell to?
• How did you generate leads?
• Have you sold to recruiters, staffing agencies, HR teams or small business owners before?
• Are you comfortable with performance-based compensation linked to closed revenue?

Seeking a GoHighLevel expert to fix and optimize CRM automations, pipelines, and workflows. Responsibilities include identifying issues, implementing solutions, and ensuring seamless integration with existing systems. The role requires a part-time commitment and is ongoing, with a focus on improving efficiency and reducing manual tasks.

We are seeking a skilled Zoho CRM specialist to assist with managing and optimizing our customer relationship management processes. The ideal candidate will have experience in implementing CRM solutions, managing customer interactions, and analyzing data to improve business outcomes. Familiarity with Zoho Creator is a plus. If you have a strong understanding of CRM systems and a passion for enhancing customer engagement, we would love to hear from you!

Scope of Work

Build and refine modules in Zoho CRM
Configure workflows, automation, and blueprints
Set up fields, layouts, and data structure
Support integrations between Zoho CRM, Desk, Inventory, and People
Assist with reporting and dashboards
Identify gaps and recommend practical improvements