Freelance hubspot manager projects online

We are seeking a GoHighLevel expert to enhance our CRM, funnels, automation, and website setup. The ideal candidate will have experience in managing customer relationships, creating effective funnels, and automating processes to improve efficiency. Additionally, you will be responsible for setting up and optimizing our website to ensure seamless integration with our CRM system. If you have a strong background in CRM and automation, we would love to hear from you.

Founding Executive Assistant to the CEO

Daveron Networking Services

Daveron Networking Services is being transformed into a next-generation technology and strategic advisory firm specializing in Artificial Intelligence, Cybersecurity, Infrastructure Modernization, Strategic Intelligence, and Business Transformation.

We help organizations solve complex operational and technology challenges through intelligent systems, strategic execution, and innovative solutions.

We are seeking a highly capable Founding Executive Assistant to work directly with the CEO and help build the operational foundation of the company from the ground up.

⸻

The Opportunity

This is not a traditional assistant role.

You will serve as the CEO’s right hand and play a critical role in building the infrastructure, systems, processes, and operational framework that will support the company’s growth.

The ideal candidate is highly organized, resourceful, proactive, technologically savvy, and capable of managing multiple priorities across various business functions.

⸻

Key Responsibilities

Executive Support

* Manage CEO calendar, meetings, and communications
* Coordinate travel arrangements and schedules
* Prepare reports, presentations, and executive briefings
* Manage follow-ups and action items

Operations & Business Infrastructure

* Build and document company processes and SOPs
* Organize company records, documents, and systems
* Implement project management tools and workflows
* Support company-wide operational initiatives

Website & Brand Development

* Coordinate website redesign and development
* Manage communication with developers and contractors
* Assist with content creation and brand messaging
* Maintain marketing assets and company materials

Sales & Business Development

* Implement and manage CRM systems
* Track leads, opportunities, and client communications
* Assist with proposal creation and client onboarding
* Support strategic partnerships and outreach campaigns

Research & Strategic Projects

* Conduct market and competitor research
* Research acquisition opportunities and partnerships
* Prepare executive summaries and recommendations
* Support special projects and growth initiatives

Recruiting & Vendor Management

* Source contractors and service providers
* Coordinate interviews and hiring activities
* Manage relationships with vendors and consultants
* Assist with onboarding new team members

⸻

Qualifications

Required

* Minimum 3 years of Executive Assistant, Operations, Project Management, or Business Support experience
* Strong written and verbal communication skills
* Exceptional organizational and time management abilities
* Ability to work independently and solve problems proactively
* Proficiency with Microsoft Office and Google Workspace
* Experience managing multiple projects simultaneously

Preferred

* Experience with startups, consulting firms, or technology companies
* Familiarity with AI tools such as ChatGPT, Claude, and Perplexity
* CRM experience (HubSpot, GoHighLevel, Salesforce, or similar)
* Project management software experience (ClickUp, Monday.com, Asana)
* Basic understanding of cybersecurity, technology, or business consulting

⸻

First 90-Day Objectives

The successful candidate will help establish:

* Company operating systems
* CRM and sales pipeline
* Website launch coordination
* SOP and documentation library
* Project management workflows
* Marketing and content calendar
* Vendor and contractor management systems
* Executive reporting dashboard

⸻

Ideal Candidate

You are:

* Highly organized and detail-oriented
* Resourceful and proactive
* Comfortable working in a fast-paced environment
* Professional and dependable
* Technology-minded and eager to learn
* Capable of executing with minimal supervision
* Passionate about building something meaningful from the ground floor

⸻

Compensation

Competitive compensation based on experience, qualifications, and location.

Performance-based growth opportunities available as the company expands.

⸻

To Apply

Please submit:

1. Resume
2. Cover Letter
3. Brief summary of your experience supporting executives or building business systems
4. Examples of projects you have managed
5. Compensation requirements

Subject Line: Founding Executive Assistant – Daveron Networking Services

Join us in building a modern technology company focused on AI, cybersecurity, strategic intelligence, and business transformation. This is a unique opportunity to help build a company from the ground up while working directly with executive leadership.

We are looking for an experienced **Digital Marketing / Funnel Specialist** to help us improve conversions, implement funnels, support onboarding, integrate chat service on our website, and manage social media strategically.

This is for Speak2Talk, an online language-learning service, and an associated podcast/media brand.

We already have a main website, landing pages, offers, podcast content, and product flows. We need someone who can help turn traffic into leads, trials, booked calls, subscriptions, and upgraded customers.
****Only people with results to show please. ****

# What We Need Help With
* Implementing and improving sales funnels
* Optimizing landing pages for conversion
* Setting up or improving onboarding flows
* Integrating chat/live chat or AI chat support on the website
* Improving website conversion paths
* Creating social media strategy that supports funnels
* Repurposing podcast content into lead-generating content
* Helping connect ads, landing pages, email follow-up, and offers
* Tracking what is working and recommending improvements

## Important

We are not looking for someone who only posts content.

We need someone who understands current digital marketing, customer journey, conversion strategy, lead capture, onboarding, retargeting, and funnel optimization.

You should be able to recommend what works best based on your experience.

## Ideal Candidate

You should have experience with:

* Funnels and landing page conversion
* Online courses, coaching, SaaS, apps, education, or service-based businesses
* Email follow-up sequences
* Website chat tools or chatbot integrations
* Social media content tied to business goals
* Podcast content repurposing
* Conversion tracking and optimization

Experience with tools like WordPress, GoHighLevel, ClickFunnels, HubSpot, Mailchimp, Klaviyo, Meta Ads, Google Ads, analytics, or chat tools is a plus.

## To Apply

Please include:

1. Examples of funnels, landing pages, campaigns, or conversion projects you have worked on
2. Results you have achieved, such as leads, sales, conversion rate improvements, booked calls, subscriptions, or revenue growth
3. What tools you prefer to use for funnels, email, chat, analytics, and social media
4. How you would approach improving conversion for an online service with a podcast
5. Your availability to start
6. Your hourly rate or fixed-price proposal

We are looking for someone current, strategic, practical, and results-driven — someone who can help us build systems that convert, not just create activity.

I am looking for an experienced real estate appointment setter / ISA to support a small test campaign for a new AI service for realtors.

This is not a high-volume call center role. I am looking for one experienced caller who can work side-by-side with me on a focused campaign, help refine the script, call targeted real estate leads, and book qualified demo calls.

The offer is a free 10–15 minute AI listing demo for individual realtors. The demo shows how a rough property walkthrough, voice note, or listing intake form can be turned into a polished listing description, buyer feature sheet, seller pre-listing report, and internal property summary in the realtor’s own brand voice.

Primary Goal:
Book qualified demo calls with individual realtors or small real estate teams.

Responsibilities:

Call targeted realtor / real estate lead lists
Introduce the free AI listing demo in a clear and professional way
Qualify interest and determine if the prospect is a good fit
Book demo calls on my calendar
Log every call outcome in a shared tracker
Note objections, questions, and market feedback
Help refine the calling script based on real conversations
Follow up by text/email when appropriate

Ideal Candidate:

Experience as a real estate ISA, appointment setter, or outbound sales caller
Comfortable calling realtors, agents, brokers, or real estate teams
Strong English communication skills
Able to think on your feet and adjust naturally during calls
Familiar with real estate language, listing appointments, buyer/seller leads, FSBOs, expireds, just listed/just sold, or brokerage outreach
Comfortable using Google Sheets, Calendly, CRM tools, or call tracking systems
Experience with GoHighLevel, Follow Up Boss, Mojo Dialer, PropStream, HubSpot, or similar tools is a plus
Experience selling or booking appointments for SaaS, digital marketing, AI, or business services is a plus

Important:
I am starting with a small paid test campaign first. If the campaign performs well, this can grow into ongoing work.

Please answer the following when applying:

Have you worked as a real estate ISA or appointment setter before? Please describe the type of real estate calls you handled.
Have you booked listing appointments, buyer appointments, or B2B sales/demo calls?
Are you comfortable promoting a free AI listing demo to realtors?
Can you help improve the call script based on the responses you hear?
How many hours would you recommend for a small test campaign?
What CRM, dialer, or call tracking tools have you used?
Will I be working directly with you or with someone else from your agency/team?

Starting Budget:
Small test campaign, 5–8 hours to start.

Hourly Rate:
Please include your hourly rate and whether you are open to a small bonus for qualified demo calls that show up.

Dans le cadre du développement de nos services d'assistance administrative et de conciergerie augmentés par l'IA, KOACH&PARTNERS recherche des prospecteurs indépendants basés en Tunisie pour une mission 100% à la performance.

Votre objectif est d'ouvrir des portes et de planifier des rendez-vous de démonstration dans notre agenda sur deux marchés cibles en France :

Axe Conciergerie / Airbnb : Contacter les propriétaires de biens pour leur proposer la gestion déléguée de leurs annonces et réservations.

Axe TPE / PME & Professions Libérales : Proposer nos solutions d'assistance administrative sur-mesure (facturation, RH, secrétariat) à des tarifs ultra-compétitifs par rapport au marché français.

Rémunération (Modèle strict à la performance) :

5 € par rendez-vous qualifié et honoré (la prime est validée uniquement si le prospect se présente au RDV).

+ 20 € de bonus pour chaque rendez-vous qui se transforme en contrat signé par notre équipe commerciale.
(Note : Le budget de l'annonce est indicatif, les paiements seront libérés chaque mois par jalons/milestones selon vos résultats réels).

Profil recherché :

Parfaite maîtrise du français à l'oral comme à l'écrit (accent neutre ou très léger).

Indépendant/Freelance avec un statut légal en Tunisie.

Ordinateur dédié, casque de qualité et excellente connexion internet exigés (le travail s'effectue sur nos outils cloud).

We’re looking for a skilled Email Marketing Expert with deep expertise in GoHighLevel automation and HubSpot CRM to help us scale our online business/real estate lead generation.

Tasks:
- Design + implement email marketing sequences for lead nurturing & conversions
- Set up high-level automations for lead scoring, follow-ups, and deal tracking
- Build workflows in HubSpot CRM to automate sales processes
- Optimize campaigns for deliverability + engagement
- Provide training on systems for the internal team

Requirements:
- 2+ years of experience with email marketing & CRM automation
- Proven results with Gohighlevel + HubSpot
- Understanding of online biz/real estate sales funnels

We are running outbound campaigns with mailboxes using ManyReach.

We need an expert to build a complete HubSpot CRM system and automate lead management for our Service-Based Agency.

Scope:

* Create Deal Pipelines
* Create custom properties
* Create lists and views
* Set up dashboards
* Integrate ManyReach with HubSpot via Make.com
* Automatically update lead status based on replies
* Create deals for interested leads
* Send Slack notifications for positive replies
* We will handle responses manually; no AI automation is needed

Required Skills:

* HubSpot CRM
* Make.com
* Cold email operations
* Apollo/Instantly/ManyReach experience preferred

Please share examples of similar systems you have built.

• Have you built a HubSpot CRM system for a cold email operation before? If yes, please share examples.
• Have you integrated HubSpot with Make.com, Zapier, Instantly, Smartlead, or ManyReach?
• If you had to build this system from scratch, what would your implementation plan look like?
• Please start your proposal with the word “Brandout” so I know you have read the job post carefully.

We're hiring a Meta Ads expert to manage our own agency's client acquisition campaigns — generating leads for web design, SEO, and Google Business Profile (GMB) services. This is not managing ads for our clients; this is running performance marketing for itself.

Responsibilities:

Build and manage Meta (Facebook/Instagram) ad campaigns to generate leads for our web design, SEO, and GMB optimization services
Own the full funnel: offer development, ad creative direction, landing pages, and lead nurture/follow-up sequencing
Develop and test offers/hooks specifically targeting small business owners needing web design, SEO, or GMB management
Create and iterate on ad creatives (static, video, UGC-style) tailored to local business decision-makers
Set up and manage pixel tracking, CRM integration, and lead attribution
Analyze CPL, lead quality, and close rates; optimize toward booked calls/appointments, not just clicks
Report on funnel performance weekly (spend, leads, cost per qualified lead, ROI)

Requirements:

Proven track record generating leads specifically for web design, SEO, or GMB/local marketing services (must show past results/case studies)
Experience building full-funnel campaigns: ad → landing page → lead capture → booking
Strong copywriting/creative direction skills for B2B/local business offers
Deep knowledge of Meta Ads Manager, Conversions API, and CRM tools (GoHighLevel, HubSpot, etc.)
Comfortable working with small budgets and optimizing for cost-efficient lead gen

Nice to Have:

Experience running ads for other digital marketing agencies (not just clients)
Familiarity with appointment-setting funnels and follow-up automation

We are looking for a Customer Support Representative to handle customer inquiries primarily through email and chat. The ideal candidate should have excellent written communication skills, a professional attitude, and the ability to resolve customer issues efficiently while maintaining a positive customer experience.
Responsibilities:
Respond to customer inquiries via email and chat in a timely manner.
Assist customers with account, product, and service-related questions.
Resolve complaints and provide appropriate solutions.
Maintain accurate records of customer interactions.
Follow company guidelines and support procedures.
Escalate complex issues to the relevant department when necessary.
Requirements:
Strong English written communication skills.
Previous experience in customer service, email support, or chat support is preferred.
Ability to multitask and manage multiple conversations.
Good problem-solving and attention-to-detail skills.
Proficiency in using email, chat platforms, and basic computer applications.
Reliable internet connection and ability to work independently.
Preferred Skills:
Experience with CRM tools (Zendesk, Freshdesk, HubSpot, etc.).
Ability to handle customer concerns professionally and empathetically.
Strong organizational and time-management skills.
Job Type: Remote / Full-Time or Part-Time (depending on company requirements)
Primary Communication Channel: Email Support (with occasional chat support)

We're looking for an automation engineer to build a workflow that handles lead qualification and meeting booking through WhatsApp.

Workflow Requirements:

•⁠ ⁠User initiates conversation via WhatsApp
•⁠ ⁠AI collects:
- Name
- Email
- Phone number
- Company name (if applicable)
- Preferred meeting time
•⁠ ⁠Add a decision/qualification layer (AI or rules-based) to determine if the lead meets predefined criteria
•⁠ ⁠Create or update the contact in HubSpot
•⁠ ⁠Store lead and qualification data in Airtable (if needed)
•⁠ ⁠Automatically schedule a meeting using Google Calendar / Google Meet
•⁠ ⁠Send confirmation and meeting details back to the user via WhatsApp

Preferred Stack:
n8n, Make.com, Zapier, Airtable, HubSpot, OpenAI/Claude, WhatsApp Business API.

When applying, please share similar automations you've built and your recommended approach for this workflow.

Job Description
We’re looking for a skilled Email Marketing Expert with deep expertise in Gohighlevel automation and Hubspot CRM to help us scale our online business/real estate lead generation.

Tasks:
- Design + implement email marketing sequences for lead nurturing & conversions
- Set up Gohighlevel automations for lead scoring, follow-ups, and deal tracking
- Build workflows in Hubspot CRM to automate sales processes
- Optimize campaigns for deliverability + engagement
- Provide training on systems for internal team

Requirements:
- 2+ years experience with email marketing & CRM automation
- Proven results with Gohighlevel + Hubspot
- Understanding of online biz/real estate sales funnels

We are an accounting, bookkeeping, payroll, and tax services firm looking for an experienced HubSpot specialist to help us set up and optimize HubSpot CRM and email marketing.

We need someone who understands CRM setup, lead management, email campaigns, automation workflows, forms, pipelines, and reporting. Experience working with accounting firms, CPA firms, tax firms, bookkeeping businesses, or B2B professional services will be preferred.

Scope of Work:

Review our current HubSpot subscription and suggest the best setup structure.

Set up CRM properties, contact lists, lead stages, lifecycle stages, and pipelines.

Create proper lead capture forms for website inquiries.

Set up email marketing templates for accounting, bookkeeping, payroll, sales tax, VAT, and tax service campaigns.

Create automated email sequences for new leads, form submissions, consultation requests, follow-ups, and inactive leads.

Set up contact segmentation based on service interest, country, business type, lead source, and client stage.

Create basic workflows for lead nurturing and internal notifications.

Set up dashboards and reports to track leads, email performance, conversion rates, and sales activity.

Ensure email settings, sender domain, unsubscribe links, and compliance items are properly configured.

Provide short guidance or documentation so our team can manage campaigns after setup.

Business Type:

Accounting firm providing bookkeeping, accounting, payroll, sales tax, VAT, tax preparation, tax planning, and outsourced accounting services to small businesses and CPA/accounting firms.

Ideal Freelancer Should Have:

Proven experience with HubSpot CRM and HubSpot Marketing tools.

Experience setting up email marketing campaigns and automation workflows.

Ability to create clean CRM structure for service-based businesses.

Understanding of B2B lead generation and client follow-up process.

Good written English for email campaign setup.

Experience with accounting, bookkeeping, CPA, tax, or financial service firms is a plus.

Ability to suggest best practices, not only complete technical setup.

Deliverables:

HubSpot CRM structure properly configured.

Contact properties, lists, lead stages, and pipelines set up.

Website/contact forms created or optimized.

Email templates created.

Automated workflows created.

Basic dashboard/reporting setup.

Documentation or training notes for our team.

Engagement Type:

Hourly project. We may continue long-term if the freelancer performs well and helps us generate leads through HubSpot campaigns.


Please apply with examples of HubSpot CRM and email marketing projects you have completed, especially for B2B service businesses.

We’re a growing real estate business in Nigeria looking for:
- A GoHighLevel Expert to set up our CRM, create lead capture systems, and build automation workflows for lead nurturing, follow-ups, and deal tracking.

- A GHL Virtual Assistant for ongoing CRM management (data entry, updating lead stages, sending automated messages).

Requirements:
- Proven experience with GoHighLevel (GHL) for real estate or similar business
- Knowledge of lead generation, CRM automation, and funnel building
- For VA role: attention to detail + experience managing CRMs

Scope:
- CRM setup with training
- Automation workflows for lead follow-up, property match alerts, and client check-ins
- Ongoing VA support (2-3 hours/week)

We’re currently looking for appointment setters with a strong level of English for a construction company in England.

The role involves calling potential clients, qualifying leads, updating spreadsheets/CRM, and making follow-up calls after quotations have been sent.

Initially, the job would take no more than a few hours per day. If your availability allows, there will be an opportunity to gradually increase your working hours over time.

Is this something you might be interested in?

Senior GoHighLevel, WhatsApp & AI Growth Systems Operator

Overview

We are seeking a highly experienced GoHighLevel, WhatsApp, and AI Automation specialist to build and optimize a WhatsApp-first student acquisition engine for a university serving High School, Undergraduate, Graduate, Doctoral, and Executive Education programs.

This is not a virtual assistant or campaign manager role.

We need an operator who can rapidly deploy, optimize, and scale a high-volume enrollment system capable of managing 60,000+ prospects while continuously improving conversion performance and enrollment economics.

Mission

Deploy a production-ready enrollment engine within weeks, not months.

The system must support:

* 60,000+ prospects
* 8,000+ WhatsApp interactions per day
* Up to 9-step nurture journeys
* AI-assisted qualification
* Appointment-setting workflows
* SDR handoff and routing
* Continuous A/B testing and optimization

Technology Stack

You must be experienced with:

* GoHighLevel
* WhatsApp Business API
* HubSpot CRM
* OpenAI
* n8n
* Power BI (or similar analytics tools)

Responsibilities

GoHighLevel & WhatsApp

* Build campaign architecture
* Configure workflows and automations
* Manage WhatsApp campaigns
* Create nurture sequences
* Implement appointment booking flows
* Design lead routing workflows

AI & Automation

* Implement AI qualification workflows
* Build lead scoring models
* Detect prospect intent
* Route qualified prospects to Admissions Representatives
* Integrate GoHighLevel, HubSpot, OpenAI, and n8n

Optimization

Continuously improve:

Lead → Conversation → Appointment → Show → Application → Enrollment

Manage:

* A/B testing
* Message testing
* Offer testing
* Audience segmentation
* Conversion optimization

Budget & Performance

Monitor and optimize:

* Cost per conversation
* Cost per appointment
* Cost per application
* Cost per enrollment

Work with analytics to identify winning campaigns and eliminate underperforming spend.

Required Experience

Please apply only if you have experience with:

* Advanced GoHighLevel implementations
* WhatsApp Business API
* High-volume outbound campaigns
* AI-powered conversational workflows
* n8n or similar automation platforms
* HubSpot integrations
* Conversion optimization
* Funnel analytics

Preferred

* Higher education
* Student recruitment
* Contact centers
* Enrollment operations
* Large-scale lead generation

Success Metrics (First 90 Days)

* Enrollment engine deployed
* Multi-segment campaigns live
* AI qualification operational
* Automated SDR routing implemented
* 9-step nurture framework deployed
* Weekly optimization process established
* Measurable improvement in appointment generation

To Apply

Please provide:

1. Your largest GoHighLevel deployment.
2. Largest WhatsApp volume managed.
3. Relevant AI automation projects.
4. Examples of conversion improvements achieved.
5. Experience integrating GoHighLevel with HubSpot.
6. A brief 30-day deployment plan for this project.

Applications without proven GoHighLevel, WhatsApp, and automation experience will not be considered.

We're a niche B2B brand targeting a small, technical professional audience — native platform targeting doesn't reach these people reliably. We need someone who knows how to engineer precision B2B audiences on platforms that weren't built for B2B, and measure whether those audiences are actually moving pipeline.

What you'll own
Building the technical foundation (Meta CAPI, UTM standardization into HubSpot, enriched custom audience setup for high match rates on LinkedIn and Meta), managing ongoing audience rotation and creative testing, and owning the measurement framework including holdout tests and incrementality analysis. On the creative side, developing and testing copy and campaign concepts written for a technical professional audience — hooks that speak to formulation problems and supply chain decisions, not lifestyle benefits.

What this role is not
Managing campaigns inside the native platform UI and calling it B2B targeting. Treating high CPC on an ABM campaign as a problem to fix by broadening the audience. Swapping headline colors and calling it a creative test. Blaming audience strategy when the real issue is broken tracking.

The stack
This gives you a sense of the tooling environment and the level of sophistication we're expecting. You don't need to have used every tool listed — but you should have worked with comparable tools at each layer and be able to speak to why you'd make different choices.

ICP validation — website visitor intelligence to see which companies and job titles are already engaging organically before building outbound lists (Primer, Warmly, or equivalent)
List building — B2B prospecting and contact data (Apollo, ZoomInfo, or equivalent)
Data enrichment — waterfall enrichment to match personal emails and identifiers for high match rates on Meta and LinkedIn (Clay, People Data Labs, Datagma, or equivalent)
Account scoring — custom ICP scoring model built from observed conversion signal, not assumed firmographics (Keyplay, or equivalent)
Audience sync — enriched audience activation and refresh across LinkedIn and Meta; static manual uploads are a fallback, not the target state (Primer, or equivalent)
Channel activation — LinkedIn Campaign Manager and Meta Ads Manager; primary channels with distinct creative and measurement strategies for each
Conversion tracking — Meta CAPI (server-side), UTM standardization, click ID passthrough into HubSpot; this is non-negotiable infrastructure, not an afterthought
Attribution and measurement — holdout/incrementality testing to prove pipeline influence, not last-click reporting (native platform lift tests, HockeyStack, Dreamdata, or equivalent)
CRM — HubSpot as the control tower that all audience, conversion, and pipeline data flows back into

Screening process
Candidates who pass the resume screen go through three steps before any offer.

Step 1 — Written pre-screen
Three short scenario questions. These questions have right and wrong answers. Generic or platform-surface responses end the process here.

Step 2 — Live tool demo (30 minutes, screen share)
Choose one of the following:
Option A — Enrichment workflow. Walk us through how you take a raw B2B contact list and enrich it with personal identifiers for high match rates on Meta and LinkedIn. Show the actual tool or stack you use, your provider waterfall logic, how you handle unmatched records, and how you QA before uploading. We're evaluating the mechanics, not which specific tool you use.
Option B — Audience setup and diagnosis. Walk us through a custom B2B audience you've built and activated on LinkedIn or Meta — using whatever approach you used at the time. Show how it was defined, what match rates looked like, and walk us through a moment where performance declined and how you diagnosed and fixed it. We're evaluating whether you can reason through platform behavior systematically, not which tools you've used.
Option C — Case study with real numbers. A specific B2B campaign where you moved from native targeting to enriched custom audiences. Show actual results: match rates, CPM/CPC change, and evidence of pipeline influence. Walk us through the decisions, what worked, and what you'd do differently.

Step 3 — Paid trial
A scoped two-week deliverable — typically a tracking audit and first-draft audience architecture — paid at an agreed day rate before any longer commitment.

Engagement
One contractor, not an agency. 10–20 hours per month once built, heavier during the initial 4–6 week setup. Rate negotiable based on experience.

We look forward to your communication.

Project Overview

I am looking for an experienced HubSpot expert who can help me integrate Meta (Facebook & Instagram) Ads with my HubSpot CRM and build a streamlined lead-generation and follow-up system.

My goal is to create an automated marketing funnel that captures leads from Meta Ads, routes them into HubSpot, and uses AI-powered automation to improve lead qualification, follow-up, and conversion rates.

Scope of Work

* Connect Meta Ads and Lead Forms to HubSpot CRM
* Set up lead capture and tracking from Facebook and Instagram campaigns
* Build automated workflows inside HubSpot
* Configure lead scoring and lead qualification processes
* Implement AI tools or AI agents to assist with:
* Lead qualification
* Follow-up messaging
* Appointment booking
* Customer communication
* Create dashboards and reporting to track campaign performance
* Ensure all leads are properly attributed to ad campaigns
* Optimize the funnel for conversion and efficiency

Ideal Candidate

* Strong experience with HubSpot CRM and HubSpot Marketing Hub
* Experience integrating Meta Ads with HubSpot
* Experience with AI automation tools such as OpenAI, ChatGPT, Make.com, Zapier, HubSpot AI, or similar platforms
* Experience building lead-generation funnels
* Knowledge of sales pipelines, CRM automation, and customer journeys
* Ability to recommend the best AI and automation stack for my business

Deliverables

* Fully functioning Meta Ads → HubSpot lead funnel
* Automated lead nurturing workflows
* AI-assisted lead qualification system
* Reporting dashboard and tracking setup
* Documentation and walkthrough of the completed system

To Apply

Please include:

1. Examples of similar HubSpot and Meta Ads integrations you have completed.
2. Examples of AI automations you have built.
3. Your recommended approach for this project.
4. Estimated timeline and cost.

I am looking for someone who can not only handle the technical setup but also advise on best practices for maximizing lead conversion and ROI.

We are looking for a HubSpot expert to help us turn HubSpot into our single source of truth for lead management, sales activity, contracts and payments.

Currently, leads/bookings flow into HubSpot, but our closing process happens outside the platform. We send contracts through DocuSign and then manually send Stripe payment links, making it difficult to track deal status and maintain visibility across the sales process.

We would like help designing and implementing a streamlined sales and closing workflow inside HubSpot.

Key objectives:

- Audit our current HubSpot setup and recommend best practices.
- Design and configure our sales pipeline/deal stages.
- Create a clear lead-to-client workflow that sales reps can easily follow.
- Ensure all lead, contact, company and deal data is properly structured.
- Set up automation to reduce manual administrative work.
- Integrate contract signing into the sales process (HubSpot Quotes, Stripe, DocuSign integration, or recommended alternative).
- Integrate payment collection so clients can sign and pay through a single workflow when possible.
- Create reporting and dashboards so management can track pipeline health, conversion rates and revenue.
- Document the process and provide basic training for future sales team members.

Current situation:

- Leads and bookings are received in HubSpot.
- Contracts are sent separately through DocuSign.
- Payments are collected separately through Stripe.
- Sales activity is not consistently tracked in one place.
- We want HubSpot to become the central system of record for all sales activity.

Ideal experience:

- HubSpot CRM and Sales Hub implementation.
- HubSpot workflows and automation.
- HubSpot Quotes and payment setup.
- DocuSign and Stripe integrations.
- Revenue operations (RevOps) and sales process design.
- Experience building scalable sales systems for growing companies.

Deliverables:

- Optimized HubSpot CRM architecture.
- Configured sales pipeline and deal stages.
- Contract-signing workflow integrated into HubSpot.
- Payment collection workflow integrated into HubSpot.
- Automated lead and deal management workflows.
- Reporting dashboards.
- Documentation and training session.

We are looking for an experienced GoHighLevel (GHL) expert to help optimize our CRM, build automations, and make edits to existing landing pages.
Responsibilities:
Create and optimize GoHighLevel workflows and automations
Set up and manage email and SMS automation campaigns
Configure pipelines, opportunities, tags, and triggers
Edit and improve existing landing pages and funnels
Ensure forms, calendars, and integrations are functioning correctly
Troubleshoot automation issues and improve system efficiency
Requirements:
Proven experience with GoHighLevel CRM
Strong understanding of workflow automation, lead nurturing, and sales funnels
Experience editing landing pages, forms, and funnel designs
Familiarity with Zapier, webhooks, and third-party integrations
Strong communication skills and attention to detail

We need a hands-on B2B outbound lead generation operator to build, launch, test, and improve one working funnel for Most Loved Workplace® Certification and Best Practice Institute.

All proposals must be submitted through Upwork. Do not contact us outside Upwork. Any external outreach, direct email, LinkedIn message, or attempt to bypass Upwork will result in immediate disqualification.

The goal is simple: create qualified sales appointments with CHROs, Heads of Talent, Employer Brand leaders, HR Communications leaders, HR leaders, and CMOs.

This is not a strategy-only role. This is not a discovery project. This is not a brand audit. We need someone who can build, launch, measure, fix, and improve a funnel until it produces real appointments.

Relevant pages:
https://bestpracticeinstitute.org/most-loved-workplace-certification
https://bestpracticeinstitute.org/how-most-loved-workplace-works

These pages provide context for Most Loved Workplace® Certification and Best Practice Institute.

The project is not to simply send traffic to an existing page. The project is to build or direct a separate conversion-focused funnel that creates qualified sales appointments.

WHAT YOU WILL BUILD

You will build one complete B2B lead generation funnel from first touch to booked appointment.

This includes:
- Target list and audience setup
- Landing page or diagnostic offer page
- Cold email and follow-up sequences
- Apollo.io campaign setup
- HubSpot tracking, routing, and reporting
- Calendar booking path
- Basic retargeting plan or setup
- Simple sales handoff materials
- Reporting on leads, replies, booked calls, qualified calls, and source quality
- Continuous testing and improvement based on real metrics

TOOLS AND SYSTEMS WE USE

We use:
- HubSpot
- Apollo.io
- Loom
- WordPress / Elementor
- Floot AI / vibe-coding tools
- Lovable
- Custom CertCheck tool: https://certcheck.mostlovedworkplace.com
- Custom lead-generation and competitive-intel workflows
- AI-assisted and no-code/low-code production tools

CertCheck is not the landing page for this project. It is an internal certification intelligence and proposal-support tool that can help inform follow-up, qualification, certification fit, and proposal messaging once a company becomes a lead.

You do not need to use every tool we mention. We want the best path to qualified appointments, not someone blindly following a checklist.

The right person should be able to look at our tools, the buyer, the offer, and the goal, then recommend the fastest clean path to a live funnel with real tracking, real testing, and real booked sales conversations.

PAID MEDIA

Paid media, including LinkedIn Ads, may be part of the funnel, but we do not want someone blindly spending money before the message is tested.

The first priority is to prove which audience, pain point, offer, and call to action creates qualified appointments. That may start with Apollo.io, cold email, existing lists, landing pages, HubSpot tracking, and retargeting.

Once there is evidence that a message is working, we are open to LinkedIn Ads, Google Search, and retargeting to scale what is already showing traction.

We want someone who can recommend the right channel based on speed to qualified conversations, not someone who defaults to ad spend without proving the funnel.

We are not looking for someone who needs months to build a landing page or connect basic systems. We move fast and expect the right person to use modern tools to get campaigns live quickly.

You must be able to personally execute the work. This is not for someone who only manages other people, sends tasks to a team, or produces recommendations without building.

PROPOSAL REQUIREMENT

In addition to answering the screening questions, include a short Loom or video walkthrough, 3–5 minutes maximum, explaining how you would approach the first 14 days of this project.

In the video, walk through:
- What you would do first
- What you would build by Day 7
- What you would launch by Day 14
- How you would use HubSpot and Apollo.io
- How you would use AI-assisted, no-code, low-code, or vibe-coding tools to move faster
- What metrics would tell you whether the funnel is working

WHAT SUCCESS LOOKS LIKE

Success is not a strategy deck, a pretty landing page, or a long audit.

Success means:
- The funnel is live
- Leads are being contacted
- Prospects are responding
- Appointments are being booked
- Qualified sales conversations are happening
- HubSpot shows source, status, and follow-up
- The funnel is being improved based on real data

The first engagement is a 30-day sprint. Continued work depends on execution speed, quality of leads, booked appointments, qualified conversations, reporting clarity, and ability to improve the funnel.

WHAT THIS IS NOT

This is not for:
- Strategy-only consultants
- Agency account managers
- Brand marketers
- Social media posters
- Graphic designers
- Generic SEO writers
- People who need weeks of discovery before building
- People who create decks instead of pipeline
- People who cannot personally build and launch campaigns

Stay inside the lines: build the funnel, launch it, measure it, improve it, and create qualified appointments.

Start your proposal with this sentence:

“I build B2B funnels that create booked sales conversations.”

Generic proposals, agency proposals, and proposals that do not show a clear first 14-day execution plan will be ignored.

• What you would do first
• What you would build by Day 7 and Day 14?
• What metrics would tell you whether the funnel is working and iterate fast?
• How you would use HubSpot and Apollo.io
• How you would use AI-assisted, no-code, low-code, or vibe-coding tools to move faster?

We are looking for someone with real experience in sales, marketing and for SaaS to lead our growth division. We are a fast growing software company (fully remote, about 40 team members, about 500 customers) and we have a sales and marketing team that is effectively giving demos and closing deals, prospecting, running some email marketing sequences, doing some cold calling, running some Google ads, investing in SEO, and it's all working reasonably well, but it also all feels a bit disjointed and ad hoc. We are looking for someone who has experience with all of these, can take a data-driven and automation-driven approach, understand what's working, what's not working, and bring everything together and drive forward in a unified, focused way. If this sounds like you, we'd love to meet you!

Nudge is an AI-powered growth platform helping small and medium-sized businesses understand the "why behind the buy."

As we prepare for launch, we are looking for an experienced Marketing Automation & Growth Operations Specialist to build the systems, workflows and infrastructure that will power customer acquisition, onboarding, retention and growth.

This is a hands-on implementation role focused on building the machine behind Nudge's growth engine.

Role Purpose

Over an 8-week period, you will design, build and implement the end-to-end marketing automation ecosystem that connects our website, CRM, analytics, email marketing and customer journeys.

Your objective is simple:

Create a scalable, automated lead-to-customer journey that allows Nudge to attract, nurture, convert and retain customers effectively.

Key Responsibilities
Customer Journey Design

Map and optimise the complete customer lifecycle, including:

Website visitor
Lead
Demo request
Trial user
Paying customer
Customer retention and advocacy

Design the communications, triggers and automations required at every stage.

Marketing Automation & CRM

Implement and manage:

Mailchimp, Klaviyo or HubSpot
Audience segmentation
Lead scoring
Automated nurture programmes
Trial-to-paid journeys
Customer onboarding sequences
Retention and re-engagement programmes

Build all workflows and automations required to support launch and scale.

Website & Lead Generation

Create and optimise:

Lead capture forms
Newsletter sign-up journeys
Demo request workflows
Trial registration journeys
Landing page conversion flows

Ensure all customer actions are tracked and connected to CRM and reporting systems.

Analytics, Tracking & Attribution

Own implementation of:

Google Analytics 4
Google Tag Manager
UTM governance framework
Event tracking
Conversion tracking
Attribution reporting

Create clear visibility across acquisition, conversion and retention performance.

Systems Integration

Connect and manage:

Website
CRM
Email marketing platform
Product environment
Analytics platforms
Reporting dashboards

Ensure data flows correctly across all systems and automations trigger seamlessly.

SOPs & Documentation

Develop:

Marketing automation playbooks
UTM standards
Campaign setup processes
Reporting frameworks
Customer journey documentation
Handover and training materials

Create a scalable operating model that can be managed internally after implementation.

Deliverables

By the end of the engagement, you will have delivered:

Infrastructure
Marketing automation platform fully configured
CRM integrated and operational
Website connected to all systems
Tracking and reporting implemented
Customer Journeys
Lead nurture journeys live
Trial and onboarding journeys live
Customer retention journeys live
Measurement
GA4 and GTM fully configured
Attribution framework established
Reporting dashboards operational
UTM governance implemented
Documentation
SOP library completed
Customer journey maps documented
Full handover provided to the Nudge team
Experience Required
Essential
Experience implementing marketing automation programmes from scratch
Strong knowledge of Mailchimp, Klaviyo and/or HubSpot
Google Analytics 4 and Google Tag Manager expertise
CRM implementation experience
Customer lifecycle and journey design
Lead generation and conversion optimisation
Marketing attribution and reporting
Preferred
SaaS or technology experience
Startup experience
Shopify experience
Zapier, Make or workflow automation tools
Subscription business experience
Success Measures

Success will be measured on outcomes, not activity.

At the end of 8 weeks:

Every lead source is tracked
Customer journeys are automated
CRM and marketing systems are fully integrated
Reporting and attribution are operational
Documentation and SOPs are complete
Nudge has a scalable growth infrastructure ready for launch and growth

Sales Coordinator | WashBay HQ (Remote)
About WashBay HQ

WashBay HQ is an Australian company specialising in modular wash bay systems, water treatment solutions, and environmental compliance services for the mining, construction, transport, agriculture, and industrial sectors.

We design and deliver turnkey solutions across Australia, from initial enquiry and design through to installation and commissioning. As our business continues to grow, we are seeking an organised and proactive Sales Coordinator to help manage incoming enquiries and ensure no opportunity falls through the cracks.

The Opportunity

We are looking for a highly organised Sales Coordinator to support our sales activities and customer relationships. This is a remote role ideally suited to someone with strong communication skills, a customer-focused mindset, and experience working with CRM systems.

You will play a critical role in ensuring all enquiries are responded to promptly and professionally while helping our Business Director stay focused on closing deals and delivering projects.

Key Responsibilities
Contact all new enquiries within 24 hours.
Follow up existing quotations and proposals.
Re-engage previous leads and inactive opportunities.
Schedule meetings and appointments for the Director.
Maintain and update the CRM system accurately.
Prepare and send capability statements and standard sales documentation.
Gather information from prospective clients to qualify opportunities.
Coordinate with suppliers and internal team members to obtain required information.
Track sales activities and provide weekly pipeline updates.
Ensure no lead is left unattended.
About You

You will have:

Excellent spoken and written English.
A confident and professional phone manner.
Previous experience in sales support, customer service, appointment setting, or inside sales.
Strong organisational skills and attention to detail.
Experience using CRM systems (HubSpot, Go HighLevel, Zoho, Salesforce, or similar).
The ability to work independently and manage competing priorities.
A proactive attitude and willingness to follow through.
Highly Regarded
Experience working with Australian clients.
Experience in construction, industrial equipment, engineering, environmental services, or B2B sales.
Experience with quoting systems and proposal administration.
Key Performance Indicators (KPIs)
100% of new enquiries contacted within 24 hours.
Minimum of 40–50 outbound follow-up calls per day.
Book 5–10 qualified meetings per week.
Maintain accurate CRM records.
Weekly sales pipeline reporting.
Reactivate dormant opportunities and generate new meetings.
Employment Details
Remote position.
Full-time preferred (40 hours per week), with part-time considered for exceptional candidates.
Flexible working hours, with availability during Australian business hours required.
Initial three-month probation period.
Opportunity for long-term growth as WashBay HQ expands.
Compensation
Competitive hourly rate based on experience.
Performance incentives may be offered based on KPIs and contribution to business growth.
Why Join WashBay HQ?
Work directly with the Founder of a rapidly growing Australian business.
Make a real impact by helping shape the company's sales processes.
Enjoy the flexibility of working remotely.
Be part of an innovative business delivering practical environmental solutions across Australia.
Long-term career progression opportunities as the business scales.
How to Apply

Please submit:

Your resume/CV.
A brief introduction outlining your relevant experience.
A short voice recording (1–2 minutes) introducing yourself and explaining why you would be a great fit for this role.
Details of your previous experience supporting Australian or international clients.
Your expected hourly rate and availability.

Only shortlisted candidates will be contacted.

• 1. Sales coordination experience? 2. How do you prioritise and track leads? 3. Which CRMs have you used? 4. Describe a successful follow-up that won business.

We are looking for an experienced HubSpot trainer to help our team understand and use HubSpot properly for our business.

We have recently started using HubSpot but faced some difficulties with setup and account usage. We now want to start again in the correct way and avoid mistakes.

What we need help with:

HubSpot basic setup guidance
Training our team on how to use HubSpot
Calling and email marketing tools guidance
CRM setup and contact management
Explaining best practices for daily use
Ongoing hourly support when needed

We are looking for someone who can work with us on an hourly basis and provide practical training sessions through Zoom/Google Meet.

This is a startup business so we want someone patient, clear, and affordable who can guide us step by step.

Please apply with:

Your HubSpot experience
Your hourly rate
Your availability for a first 1-hour paid session
Any experience training small business teams

Thank you.

**Create 1-min loom video introducing yourself.

# Sales Manager for Growth Marketing Agency (Lead Generation & Closing)

We’re looking for an experienced Sales Manager to help grow our marketing agency by generating qualified leads, managing outreach, and closing new business opportunities.

Our agency works with clients in industries such as Fintech, SaaS, Real Estate, Forex, and Crypto, offering services including performance marketing, SEO, CRO, automation, and B2B lead generation.

## What You’ll Be Responsible For
- Finding and qualifying potential clients
- Building outbound lead generation systems
- Managing outreach through LinkedIn, email, Upwork, and other channels
- Booking meetings with decision-makers
- Following up with prospects and nurturing relationships
- Helping close deals and grow recurring revenue
- Working closely with the founders to improve sales processes and scripts

## Requirements
- Proven experience working with a marketing agency or digital agency
- Strong understanding of agency services (SEO, Paid Ads, Social Media, Lead Generation, etc.)
- Experience with outbound sales and B2B lead generation
- Comfortable speaking with founders, CMOs, and executives
- Excellent English communication skills
- Experience using tools like LinkedIn Sales Navigator, HubSpot, Apollo, Instantly, Clay, or similar
- Self-motivated and results-driven

## Nice to Have
- Experience selling to Fintech, SaaS, Real Estate, or Forex companies
- Existing network or lead sources
- Experience managing SDRs or appointment setters

## Compensation
Open to:
- Monthly retainer
- Performance-based compensation
- Commission structure
- Hybrid model

Please include:
1. Your previous agency sales experience
2. Results you’ve achieved
3. Industries you’ve worked with
4. Tools/platforms you’ve used
5. Why you think you’d be a good fit

We’re looking for someone long-term who can help scale the agency aggressively.

Seeking a consultant to enhance our solo physiotherapy practice by implementing no-code automation solutions. Responsibilities include identifying manual tasks, automating workflows, and integrating with existing systems like Jane app. I also have the possibility for Cliniko or Zanda. Medical scribes considered so far are Heidi, Twofold, or Sessions Health. The goal is to streamline operations and reduce administrative burdens, allowing more focus on patient care.

Hi Rabab,
I came across your profile and was really impressed by your Framer expertise. I
have a high-priority project that needs to launch in exactly 7 days, and your
skillset looks like a perfect match.
The Situation:
About 80% of the individual pages and wireframes are already built inside
Framer by a team member. The design direction is set, but we need a technical
expert to come in immediately to tie it all together for launch.
What we need:
• Connect all navigation, page links, and site-wide interactions.
• Fix mobile and tablet responsiveness (ensuring layouts don't break).
• Clean up layers, stacks, and components to standard best practices.
The Unique Requirement:
The person who built these pages wants to learn how you structured the final
connections. To save time, we do not want live meetings. Instead, we require you
to record brief Loom videos during your daily handoffs explaining your
workflow so she can learn from them and maintain the site post-launch.
If you have immediate availability to start this week and can commit to a strict 7-
day timeline, please reply with your estimated availability. I am ready to hire.
Best,
Stephan

Full EMP Website Build on Shopify

ABOUT EMP

Explicit Mathematics Program (EMP) is an Australian primary mathematics program which provides teachers and schools world-class mathematics teaching resources. Over the last 2 years (since our Jan 2025 launch), we have delivered to 450+ schools across Australia and our resources have already been used by over 40,000 students in thousands of classrooms across Australia.

The impact of the program on student outcomes has already been phenomenal, and we know that the program will only continue to grow in the coming years. To be able to deliver our program at scale, we are migrating our website (https://explicitmathematicsprogram.com/) from WordPress/WooCommerce to Shopify to streamline the ordering/sales/distribution process and ensure we deliver the resources to our schools more efficiently.

We are looking for a Shopify Developer to support us with the development of our website on Shopify.

WHAT YOU WILL BUILD

Shopify Store & Theme

* Full Shopify Grow plan store setup and Keystone theme customisation (brand, navigation, settings)
* Custom Liquid sections: interactive level-tab browser (The Program page), level filter + order calculator (Shop page), Calendly embeds
* All website pages as per the Site Map
* Domain connection, SSL, DNS configuration moving from a Woocommerce environment

Products, Payments & Logistics

* All our products with correct SKUs, pricing, and collections
* Pay by Invoice (PO) payment method and Shopify Payments: both tested end-to-end
* Shipping zones + Shippit carrier integration + test dispatch labels and tracking emails
* iPacky pick/pack configured with EMP packing slip template
* Attention check, use the code word emp4me right at the top of your cover letter for consideration for this role
* Hubspot CRM setup experience would be an advantage (deal pipelines, email sequences)

Digital Portal Access

* Shopify Flow: purchase automation to auto-grant portal access

HubSpot CRM Integration

* Build 7-stage 'EMP School Sales' deal pipeline
* Native Shopify → HubSpot integration or Zapier fallback
* HubSpot enquiry form built and embedded on website with tracking code on all pages
* 3 email sequences: Post-Demo Follow-up, Order Onboarding, Portal Renewal Reminder
* Attention check 2. One of our key company values is transparency. If you use AI in your bid for this role, please detail within the bid how you used it
* KPI reporting dashboard with 6 reports + weekly automated email to designated team members

Accounting, Testing & Go-Live

* A2X installed + all Shopify products mapped to correct Xero accounts (Australian GST-inclusive)
* Test reconciliation run + summary PDF produced for accountant sign-off
* WooCommerce data export assistance (Orders, Products, Customers CSVs)
* End-to-end integration testing across all 5 user journey scenarios
* Performance + security testing
* Go-live execution + 2-week on-call hypercare (2-hour response SLA)

SEO considerations

* Implement safeguards to minimise SEO impact during the transition from the current WordPress website to the new Shopify site.

WHAT IS NOT IN SCOPE

Our internal team handles: all website copy, brand asset creation, Xero chart of accounts, accountant sign-off, contact list import, staff training, and post-launch SOPs. We provide all content and assets.

WHAT YOU MUST HAVE

* Strong Shopify Liquid experience - min. 3 years. Portfolio of live stores with custom-coded sections required.
* Strong Proficiency in Liquid, HTML, CSS & JavaScript
* Shopify app configuration experience (iPacky, Shippit or equivalents).
* Ability to Optimize store speed, performance, and conversion rates
* Troubleshoot and resolve technical issues
* Available to start within 1 week. Responsive within 12 hours during AU business hours.

WHAT WE PROVIDE

* Full Shopify Admin access from Day 1
* Design mockups for all custom sections
* Brand reference sheet (colours, fonts, button styles, logo files)
* All website copy
* All resources for upload
* SKU system
* Dedicated contact for day-to-day communication

BUDGET/PAY RATE

Within your bid for the role, please clearly specify:

1. Your hourly rate
2. Your estimated no. of hours for project completion
3. Therefore, indicative total project price

TO APPLY, YOUR PROPOSAL MUST INCLUDE ALL FOUR

* A link to a Shopify store with a custom-coded Liquid section. Explain briefly what you built and why it needed Liquid rather than the customiser.
* Your hourly rate
* Your estimated no. of hours for project completion (in addition to a +/- % indicator)
* Indicative total project price (keeping in mind you’ll bill hourly)
* Your availability start date.
* A proposal on how you would approach the Product page.

Proposals without all six items will not be reviewed.

Thank you so much for your interest in EMP and we look forward to hearing from you!

We're looking for an experienced appointment setter to make outbound calls into Australian construction businesses on behalf of our platform. This is a focused, high-activity role — you'll be working from a qualified lead list, a proven script, and trained on exactly what to say.
Your job is simple: call, qualify, and book the appointment. Everything else is handled.
What's provided:

Lead list (Australian construction businesses)
Proven call script
Full onboarding and training
Clear KPIs and daily targets

What you'll do:

Make outbound calls to Australian construction business owners and decision-makers
Qualify leads against a clear set of criteria
Book appointments and log outcomes in our CRM
Provide brief daily updates on call volume and results

Who we're looking for:
You must have:

Proven experience in outbound phone sales or appointment setting (construction, trades, or B2B preferred)
Confidence calling business owners — not just gatekeepers
Thick skin and natural resilience when you hit a no
Excellent spoken English — clear, professional, and easy to understand
Reliable internet and a quiet, professional call environment
Availability during Australian business hours (AEST/AEDT)

Nice to have:

Familiarity with the Australian construction or trades industry
Experience with CRM tools (HubSpot, Go High Level, etc.)

Hours: 20–40 hours per week (flexible based on performance)

To apply, please include:

- A brief voice message or video (Loom preferred) introducing yourself and explaining your outbound calling experience
- Your best results from a previous appointment setting role (calls made, appointments booked, conversion rate)
- Your availability in AEST hours

We are a 70-agent real estate brokerage in Southern Indiana seeking an automation specialist to build a marketing workflow using Airtable, Canva, and Make. The ideal candidate will have experience in real estate marketing and be able to design and implement efficient marketing processes. Responsibilities include creating automated email campaigns, managing lead generation, and optimizing marketing strategies.

# Build and Launch a B2B Lead Generation Funnel for Most Loved Workplace® Certification

We need a hands-on B2B lead generation operator to build, launch, test, and improve one working funnel for Most Loved Workplace® Certification and Best Practice Institute.

All proposals must be submitted through Upwork. Do not contact us outside Upwork. Any external outreach, direct email, LinkedIn message, or attempt to bypass Upwork will result in immediate disqualification.

The goal is simple:

**Create qualified sales appointments with CHROs, Heads of Talent, CPOs, Employer Brand leaders, HR Communications leaders, HR leaders, and CMOs.**

This is not a strategy-only role. This is not a discovery project. This is not a brand audit. We need someone who can build, launch, measure, fix, and improve a funnel until it produces real appointments.

Relevant pages:

https://bestpracticeinstitute.org/most-loved-workplace-certification
https://bestpracticeinstitute.org/how-most-loved-workplace-works

These pages provide context for Most Loved Workplace® Certification and Best Practice Institute.

The project is not to simply send traffic to an existing page. The project is to build or direct a separate conversion-focused funnel that creates qualified sales appointments.

## What You Will Build

You will build one complete B2B lead generation funnel from first touch to booked appointment.

This includes:

* Target list and audience setup
* Landing page or diagnostic offer page
* Cold email and follow-up sequences
* Apollo.io campaign setup
* HubSpot tracking, routing, and reporting
* Calendar booking path
* Basic retargeting plan or setup
* Simple sales handoff materials
* Reporting on leads, replies, booked calls, qualified calls, and source quality
* Continuous testing and improvement based on real metrics

## Tools and Systems We Use

We use:

* HubSpot
* Apollo.io
* Loom
* WordPress / Elementor
* Floot AI / vibe-coding tools
* Lovable
* Custom lead-generation and competitive-intel workflows
* AI-assisted and no-code/low-code production tools
* Custom CertCheck tool: https://certcheck.mostlovedworkplace.com

CertCheck is not the landing page for this project. It is an internal certification intelligence, content generation, competitive intelligence, and proposal-support tool that can help inform follow-up, qualification, certification fit, and proposal messaging once a company becomes a lead.

You do not need to use every tool we mention. We want the best path to qualified appointments, not someone blindly following a checklist.

The right person should be able to look at our tools, the buyer, the offer, and the goal, then recommend the fastest clean path to a live funnel with real tracking, real testing, and real booked sales conversations.

## Paid Media

Paid media, including LinkedIn Ads, may be part of the funnel, but we do not want someone blindly spending money before the message is tested.

The first priority is to prove which audience, pain point, offer, and call to action creates qualified appointments. That may start with Apollo.io, cold email, existing lists, landing pages, HubSpot tracking, and retargeting.

Once there is evidence that a message is working, we are open to LinkedIn Ads, Google Search, and retargeting to scale what is already showing traction.

We want someone who can recommend the right channel based on speed to qualified conversations, not someone who defaults to ad spend without proving the funnel.

We are not looking for someone who needs months to build a landing page or connect basic systems. We move fast and expect the right person to use modern tools to get campaigns live quickly.

You must be able to personally execute the work. This is not for someone who only manages other people, sends tasks to a team, or produces recommendations without building.

## Proposal Requirement

In addition to answering the questions below, include a short Loom or video walkthrough, 3–5 minutes maximum, explaining how you would approach the first 14 days of this project.

In the video, walk through:

* What you would do first
* What you would build by Day 7
* What you would launch by Day 14
* How you would use HubSpot and Apollo.io
* How you would use AI-assisted, no-code, low-code, or vibe-coding tools to move faster
* What metrics would tell you whether the funnel is working

## What Success Looks Like

Success is not a strategy deck, a pretty landing page, or a long audit.

Success means:

* The funnel is live
* Leads are being contacted
* Prospects are responding
* Appointments are being booked
* Qualified sales conversations are happening
* HubSpot shows source, status, and follow-up
* The funnel is being improved based on real data

The first engagement is a 30-day sprint. Continued work depends on execution speed, quality of leads, booked appointments, qualified conversations, reporting clarity, and ability to improve the funnel.

## What This Is Not

This is not for:

* Strategy-only consultants
* Agency account managers
* Brand marketers
* Social media posters
* Graphic designers
* Generic SEO writers
* People who need weeks of discovery before building
* People who create decks instead of pipeline
* People who cannot personally build and launch campaigns

Stay inside the lines: **build the funnel, launch it, measure it, improve it, and create qualified appointments.**

## Required Proposal Response

To be considered, answer these questions:

1. What exactly would you do in the first 48 hours?
2. What would you build by Day 7?
3. What would you launch by Day 14?
4. What B2B funnel have you personally built that created qualified appointments?
5. What tools did you use?
6. How would you use HubSpot and Apollo.io for this project?
7. How would you use AI-assisted or no-code/low-code tools to move faster?
8. What metrics would you track weekly?
9. What would you need from us to launch the first test quickly?

Start your proposal with this sentence:

**“I build B2B funnels that create booked sales conversations.”**

We are hiring for ownership of the project outcome, not someone who starts the conversation by asking how many hours they can bill. We expect a serious operator to understand the project, propose the fastest path to a working funnel, and then estimate the time required based on the work.

This will begin as a focused 30-day sprint, likely 10–20 hours per week depending on the plan, speed, and execution needs. Continued work depends on results.

Generic proposals, agency proposals, and proposals that do not show a clear first 14-day execution plan will be ignored.

• What exactly would you do in the first 48 hours to get this funnel moving without a long discovery process?
• What would you build by Day 7, and what would be live or ready to test by Day 14?
• Describe one B2B funnel you personally built that created qualified sales appointments. What was the audience, offer, channel, tool stack, and result?
• How would you use our current tools — and any additional tools you believe are truly necessary — to move a lead from first touch to qualified appointment?
• What metrics would you track weekly across outreach, landing pages, retargeting, booked calls, and qualified conversations? If appointments are not being booked, what would you change first and why?