Freelance hubspot manager projects online

farsiight is a growth-focused B2B digital marketing agency helping ambitious B2B, SaaS, tech, and professional services brands scale demand through smart digital strategy, paid media, content, and HubSpot.

About the Role

This is a part-time ongoing role (10–20 hours per week to start with) supporting our own marketing efforts.

You’ll work closely with our directors to create high-quality B2B content across blogs, document ads, organic social, and website copy. This is a strategic role (in addition to executing) not just writing to a brief, but helping shape narratives, angles, and content direction.

Responsibilities

- Write and publish a minimum of 2 high-quality B2B blog articles per week, centred on real customer pain points, objections, and growth challenges.

- Repurpose blog content into LinkedIn document ads and other ad types, and project-manage their creation in collaboration with design resources

- Research and identify hot B2B topics and conversations using Reddit, AI tools, forums, newsletters, and industry communities

- Manage and contribute to organic social content, targeting both company pages and individual employees (especially LinkedIn)

- Support agency repositioning and website copywriting, including value propositions, service pages, and messaging refinement

- Maintain consistent output, deadlines, and communication as part of an ongoing weekly workflow

What We’re Looking For

1/ Proven experience writing B2B content (agency, SaaS, tech, or professional services experience strongly preferred)
2/ Strong understanding of B2B buyer journeys, pain points, and decision-making dynamics
3/ Ability to think strategically about content angles, not just execution
4/ Comfortable project-managing deliverables and collaborating with designers
5/ Strong research skills and curiosity about what’s trending in B2B
6/ Experience creating or adapting content for LinkedIn and organic social
7/ Website and positioning copywriting experience
8/ Bonus if you have experience in the digital marketing space
9/ Availability to commit 10–20 hours per week on an ongoing basis

What We Offer

Consistent, long-term freelance work (not a one-off project)

Clear briefs, fast feedback, and a collaborative working relationship

Exposure to senior-level B2B strategy and real growth challenges

Opportunity to influence positioning, messaging, and content direction

Competitive freelance rates, paid on time

Flexibility, work remotely, async-friendly, outcomes over hours

How to Apply

When applying, please include:

1/ A short note on your B2B content experience
2/ 2–4 relevant writing samples (blogs, LinkedIn content, or website copy)
3/ Your hourly rate and weekly availability
4/ Why this role interests you specifically

Look forward to hearing from you!

We are seeking an experienced marketer to manage our Ucraft website and HubSpot platform for our technology company. The ideal candidate will have a strong background in SEO, lead generation, and social media management. Responsibilities include optimizing our website for search engines, capturing leads effectively, maintaining a regular email marketing schedule, and engaging with our audience across social media platforms. If you are passionate about AI technology and have a proven track record in marketing, we would love to hear from you!

We need to use clay.com, apollo.io and instantly in order to market our bridge loan capabilitie towards mortgage bankers, mortgage brokers as well as directly to borrowers (Real estate investors, investment property owners, developers and the like). We need this to be a repeatable on going systematic flow that will organize the data and create consistent repeatable system that uses our CRM to drip to the people we determine to be clients we want to hold onto and new prospects we wish to work with in the very near future.

Looking for a Hubspot expert to help us fix our contacts list, consult on sales automation email flows, and train our sales team to become proficient within the tool. We are set up but having some issues with contact records.

We’re looking for an experienced n8n automation specialist with a strong background in Make.com (Integromat) to help migrate existing Make.com scenarios to a self-hosted n8n instance running on our virtual server.

This is not a greenfield build. The logic already exists and is well-structured in Make.com. Your role will be to faithfully replicate the workflows in n8n, while improving reliability, maintainability, and performance where appropriate.

Some scenarios are moderately to highly complex and include multiple services, iterators, conditionals, webhooks, API calls, error handling, and data transformations.

Scope of Work:
- Review existing Make.com scenarios
- Rebuild workflows in n8n (self-hosted)
- Ensure logic parity between Make and n8n
- Translate Make concepts such as:
- Routers → IF / Switch nodes
- Iterators / Aggregators
- Webhooks
- HTTP requests
- Error handling and retries
- Optimize workflows where appropriate without changing business logic
- Improve error handling and reliability
- Make workflows easier to maintain
- Test and validate outputs against existing Make.com results
- Document improvements and architectural suggestions

Required Experience:
- Strong experience with n8n
- Experience working with self-hosted n8n (Docker / VPS preferred)
- Strong experience with Make.com (Integromat)
- Ability to read and understand complex Make.com scenarios
- Advanced workflow logic (loops, conditionals, expressions)
- REST API experience
- Strong JSON parsing and data transformation skills
- Webhook and HTTP request expertise

Nice to Have (Bonus):
- Experience migrating automations between platforms
- Familiarity with Airtable and CRMs (Ontraport, HubSpot, etc.)
- Slack, email, and webhook-based integrations
- Ability to suggest architectural improvements in n8n
- Clear documentation habits

Project Details:
- Platform migration: Make.com → n8n
- Hosting: Self-hosted n8n on a virtual server
- Complexity: Medium to high
- Engagement: Initial migration project with potential ongoing work
- Communication: Clear, practical, and async-friendly



If you have not worked with both Make.com and n8n, this role is likely not a fit.

Why This Project Is Interesting:
- Existing, well-defined automation logic
- No guessing or greenfield rebuilds
- Opportunity to improve and modernize automation architecture
- Potential for long-term collaboration

WooCommerce & WordPress Developer
(Full-Time / Contract – Remote Friendly)

Company

Guest Player Connect

Guest Player Connect is a WooCommerce-powered platform that connects guest athletes with teams and tournaments. Our site uses custom product logic, variations (age, position, eligibility), stock control, and automated workflows to manage real-world sports registrations at scale.

We are looking for an experienced WooCommerce-focused WordPress Developer who can own complex functionality, build clean solutions, and keep a production site stable, fast, and secure.


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Role Overview

You will be responsible for developing, maintaining, and optimizing a custom WooCommerce system that goes far beyond standard “store” behavior. This role requires deep understanding of WooCommerce internals, WordPress hooks, and custom business logic.

You’ll work closely with founders and operations to turn real-world tournament rules into reliable, automated eCommerce workflows.


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Key Responsibilities

Develop and maintain custom WooCommerce functionality (products, variations, stock logic, pricing rules)

Build and modify custom plugins (not core edits) for business-specific workflows

Customize checkout, cart, and order flows using WooCommerce hooks and filters

Implement and manage custom order statuses, automation, and post-order logic

Work with AJAX, REST API, and JavaScript for dynamic frontend behavior

Optimize performance for a live production site with real customers and orders

Debug PHP errors, WooCommerce conflicts, and plugin/theme issues

Customize WordPress admin (reports, meta boxes, user roles, dashboards)

Ensure best practices in security, sanitization, and scalability

Collaborate on integrations (Zapier, HubSpot, Google Sheets, email/SMS tools)

Maintain compatibility with WordPress 6.x, WooCommerce 8.x, PHP 8+



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Required Skills & Experience

3+ years of WordPress development

2+ years of advanced WooCommerce development

Strong PHP skills (actions, filters, classes, namespaces)

Deep understanding of:

WooCommerce product types & variations

Stock and inventory logic

Cart, checkout, and order lifecycle


JavaScript (jQuery and vanilla JS) for WooCommerce UI behavior

Experience with MySQL and WordPress data structures

Familiarity with custom plugins vs theme-based logic

Experience debugging live production issues safely

Comfortable working with FTP, staging environments, and backups



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Nice to Have (Big Plus)

Experience with sports, events, or booking-based WooCommerce systems

Familiarity with Elesi theme or heavily customized WooCommerce themes

Experience with:

Zapier

HubSpot

Twilio or SMS/email automation


REST API integrations

Performance tuning (caching, query optimization)

Git-based workflows



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What Success Looks Like

New tournament rules can be implemented without breaking checkout

Stock and eligibility logic works reliably under real traffic

Admin workflows are faster and less manual

Bugs are fixed permanently—not patched repeatedly

The site stays fast, stable, and scalable during peak registration periods



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Why Work With Guest Player Connect

Real-world problems with meaningful impact in youth sports

Complex WooCommerce logic (not basic brochure sites)

Clear ownership and technical autonomy

Long-term opportunity with ongoing development needs

Remote-friendly, flexible collaboration



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How to Apply

Please include:

Examples of WooCommerce-heavy projects

Any custom plugins or complex logic you’ve built

Your availability (full-time or contract)

Your preferred hourly rate or salary range

We’re a creative brand design studio that builds meaningful connections between brands and their audiences through thoughtful strategy, aesthetics, and storytelling. Our team blends design, marketing, and technology to craft experiences that elevate brands across digital and offline platforms.

### Role Overview
We’re seeking an **Email Marketing Specialist** who can turn design-driven storytelling into measurable engagement. This role combines creative flair with analytical skill — you’ll design, write, and optimize campaigns that reflect our brand’s visual and strategic DNA while generating measurable results.

### Key Responsibilities
- Plan and execute email marketing campaigns for clients and internal initiatives that align with each brand’s design language.
- Create engaging copy and visual layouts that embody brand identity and tone.
- Build automated email flows and segmentation strategies to improve CTR, open rates, and conversions.
- Collaborate with designers and brand strategists to ensure visual and verbal consistency.
- Analyze campaign performance using tools like Klaviyo, Mailchimp, HubSpot, or similar platforms.
- Conduct A/B testing for subject lines, content design, and timing.
- Manage contact lists and ensure compliance with GDPR and local privacy laws.
- Research and deploy emerging trends in email design, personalization, and automation.

### Requirements
- 2–4 years of experience in email marketing, preferably in a design, creative, or lifestyle brand context.
- Strong grasp of brand storytelling, tone, and aesthetics.
- Proficiency in email marketing platforms (Klaviyo, Mailchimp, or similar).
- Basic design and layout knowledge (Figma, Canva, or Adobe tools a plus).
- Comfort with data analysis and reporting.
- Highly organized with a proactive, creative mindset.

### What We Offer
- Opportunity to shape brand identities through creative, high-impact campaigns.
- Collaborative, design-led working culture.

We are a young, fast-growing SaaS company that has a solution for the manufacturing industry (more specifically, the Quality aspects of manufacturing.)

The CEO has been building software products and companies for 30+ years, and in the manufacturing industry for 5 years. The Chief Strategy Officer (subject-matter expert) has been in the manufacturing/quality world for 30+ years, so even though it is a young company, the senior management has deep experience and a solid roadmap.

That said, we are in growth mode right now, and are focused on forward progress even if everything isn’t “perfect”. For example, we use the HubSpot CRM, and although in the past we’ve also implemented Outreach/Salesloft and Marketo to make a perfect sales and marketing “engine”, we’re using only HubSpot for now until we grow the team and the business as a whole.

So, things will be changing rapidly, and that takes a certain kind of person to be happy with, and you need to seriously ask yourself if you’re that kind of person. There’s nothing wrong with it if you aren’t that kind of person and are looking more for an established company, with all of the systems and processes set up, a well-established training program, a long track record, and basically an engine that you can start executing with from day one.

We’ll get there pretty quickly because we work hard, invest in people and software/tools, and we always have before, but to be as transparent as possible, we’re not there yet.

For the right person, that should be very exciting to be one of the first 2 or 3 people in the Business Development department, and to help launch our sales efforts, contribute to how the department works in the future, and have the most seniority for rapid growth within the company over time.

For the wrong person, this probably sounds like a horrible, unstructured position where things could change all the time. Again, if this doesn’t sound like you, no worries – there are tons of other positions available in the BDR world.

With that disclaimer out of the way, here’s more about the job itself.

We have a list of prospects ranging from completely cold and haven't been touched in 2-3 years, to very warm contacts who are good friends and colleagues of our owners and salespeople.

We also have a large "expansion" list of prospects who work for one of our customers, but just in a different manufacturing plant/division/geography. (More on this below.)

So while we will have some very good, warm contacts, the bulk of the job will be traditional calling to cold contacts who don't know who we are yet.

Generally, your main focus will be to find where there is interest, and book a meeting for the interested person with one of the salespeople, and sometimes the CEO or CSO.

The primary focus will be in North America - the US, Canada, and Mexico. However, there are also many factories in Brazil, and that has been a good geography for us in the past. We are relatively flexible on time/time zones, although morning Eastern Time is one of the best times to call into our prospects, most of which are in the Eastern Time Zone.

Fluent English is a requirement, and Spanish is a huge bonus for calling into Mexico. (And potentially also for calling into Spain, although we do have someone in Europe already working on Spain, and nobody working on Mexico at this time.)

While most of our target prospects speak English, as I said, it's just a bonus if you can speak with them in Spanish when they are more comfortable with that.

Due to our “land-and-expand” model, once we sell to one manufacturing plant (Let’s call it “Company ABC”, it is far easier for us to leverage the ease and quickness of installation and implementation that we’ve already done for them, and quick return on investment to go after additional manufacturing plants within that same company.

As such, instead of calling a brand new company (call it “Company XYZ”) to try to sell them software for their first plant, it makes more sense to “expand” Company ABC, and try to get their 2nd, 3rd, 4th, 10th, and 50th plant to purchase our software as well.

We have a large database of companies and contacts due to all of the time our executives have spent in the industry. (Of course, each day that goes by, that data gets more out-of-date and incorrect.) But rather than just calling random companies cold, it makes more sense to try to expand and sell more to Company ABC.

Many times, in that database, you’ll find a lot of detailed information about other locations for Company ABC – and lots of contacts at those locations as well (again, some will have moved on by the time you call of course.) When that data is already there, it makes your job much easier as you can just start calling and emailing.

But when the data isn’t already available from our database, it needs to be researched and “built out” within HubSpot. That’s why online research, finding worldwide location information, finding the right persona at those locations, and entering all of that information into HubSpot is also part of the job.

Sometimes that can be time-consuming and frustrating, but again, for the right kind of person who likes to be a “hunter”, it’s kind of fun to build out those companies and contacts in HubSpot, and wind up helping grow the business.

We are very much a “quality over quantity” kind of company. So our standard daily targets are quite low compared to a boiler-room setting - we don't want you to be a robot that simply dials the phone. You will be expected to think, and ask lots of questions of our company management – especially at the beginning.

You will be on the front lines, talking to our prospects and customers, and you will be representing our company, so everything needs to be very professional. But because you’re on the front lines and talking to people, you will be a very valuable person, gaining insights and information from people that’s incredibly important to the business.

I’ll say it one last time – this position isn’t for everybody, and that’s OK. But if it seems like something that fits with how you like to work, we’d love to talk further. It will be fast-paced and exciting, and there’s no politics or stupid policies because there’s no room for that in a fast-growing business.

Looking forward to talking further and answering any questions you have!

• Please closely review the job description, and let me know - specifically - how your personality and skills can best apply given the stage where our company currently is. I'm (obviously) very detail-oriented, and I will read every word of your reply.

Job Description:
Quali-t Virtual Staffing is seeking experienced, elite-level Virtual Assistants from the Philippines to join our exclusive network. We partner with premium US-based clients and are currently hiring for long-term, full-time remote positions across several specialized divisions.
We are an agency dedicated to matching the top 5% of Filipino virtual talent with clients who value expertise and professionalism. If you are a specialist in your field, please read below to find the division that best fits your experience.

Now Hiring for the Following Divisions:
Healthcare Division (Medical & Dental)
We are seeking VAs with a deep understanding of US healthcare operations. Ideal candidates have experience as a Medical/Dental VA, Patient Coordinator, or Insurance Specialist.
Key Skills: Patient Scheduling, Insurance Verification, Prior Authorizations, EMR/EHR proficiency (e.g., Dentrix, Epic, Athena), and a strong understanding of HIPAA.
Niches Served: General Dentistry, Oral Surgery, Orthodontics, Primary Care, Dermatology, Orthopedics, Mental Health, and other specialty practices.

Legal Division
We are looking for VAs with direct experience supporting US law firms. Ideal candidates have worked as a Legal Assistant, Intake Specialist, or Paralegal Assistant.
Key Skills: Client Intake, Attorney Calendaring, Document Management, proficiency in Case Management Software (e.g., Clio, MyCase), and exceptional written communication.
Niches Served: Personal Injury, Family Law, Criminal Defense, Immigration Law, and more.

Technical & Home Services Division (Construction & Trades)
We are seeking VAs who are experts in managing the fast-paced operations of trade-based businesses. Ideal candidates have experience as a Dispatcher, Project Coordinator, or Customer Service Representative for a service company.

Key Skills: Answering inbound lead calls, scheduling estimates and technicians, creating work orders and invoices, and proficiency in software like Jobber or ServiceTitan.Niches Served: General Contractors, Roofers, Plumbers, HVAC, Electricians, and other home service professionals.

Marketing & Creative Division
We are hiring VAs who can support the dynamic needs of US-based digital marketing agencies. Ideal candidates have experience as a Marketing Assistant, Project Coordinator, or Social Media Manager.

Key Skills: Project management (Asana/ClickUp), social media scheduling, client onboarding, Canva, and familiarity with marketing platforms (e.g., HubSpot, GoHighLevel).
Niches Served: SEO Agencies, Paid Ads Agencies, Web Design Firms, Social Media Companies, and more.

Financial Services Division (Accounting & Bookkeeping)
We are looking for highly detail-oriented VAs to support US accounting and financial firms. Ideal candidates have experience as a Bookkeeping Assistant or Client Service Administrator.

Key Skills: Proficiency in QuickBooks Online or Xero, understanding of Accounts Payable/Receivable (AP/AR), bank reconciliations, and client onboarding.

Niches Served: Small Business Bookkeepers, CPAs, Tax Preparers, and Financial Advisors.

All candidates MUST have:
A minimum of 2+ years of professional remote work experience in one of the divisions listed above.
Exceptional written and spoken English.
A dedicated, private home office with high-speed, reliable internet and modern computer hardware.

Hello! I need help with HubSpot free tier. I have never used it and trying to set it up has been frustrating. I want to be able to add some B2C and B2B contacts. Segmented groups, with contacted y/n field, some tags, positive response y/n field, follow up date field, etc
I need to know how to create a email to one of these groups etc.

I see in your list of skills is CRM cleanup.

Is this something you might be interested in working with me on?

Roger J.

Overview: We are seeking an experienced freelance developer and designer to create a high-converting landing page in Leadpages for our Revenue-Based Financing service targeting U.S. growth companies. The goal is to capture qualified leads (CEOs, CFOs) with a seamless form and trigger an automated email follow-up sequence.

This is a critical lead generation tool. We need a clean, professional, and data-driven design.

Required Skills & Experience:

Expert proficiency in Leadpages (Non-Negotiable). Must be able to use the platform's features effectively.

Proven experience designing high-conversion B2B or Financial Services landing pages.

Ability to create simple, professional custom graphics/icons to illustrate complex financial data (No reliance on generic stock photos).

Expertise in integrating Leadpages forms with major Email Service Providers (e.g., Mailchimp, HubSpot, ActiveCampaign).

Strong understanding of mobile responsiveness and general SEO best practices.

Deliverables:

Leadpages Landing Page: A fully functional, mobile-responsive page built using our provided copy (see details below).

Conversion Elements: Clean, engaging graphics for the qualification checklist, unconventional advantages, and financing features.

Lead Capture Form: Implementation of the multi-field form with the seamless two-step legal disclaimer/acknowledgment (provided in the copy).

CRM/Email Automation Setup: Integration with our chosen ESP and setup of the initial 3-part follow-up email sequence (copy provided).

Cookie Banner Implementation: Necessary function to comply with privacy regulations.

Next Steps: Please provide 2-3 examples of previous high-conversion landing pages you have built, particularly in the B2B or finance sector, and confirm your Leadpages expertise.

(SEE ATTACHMENT FOR BODY OF TEXT USED ON THE LANDING PAGE)

We are seeking a Senior HubSpot & Conversion Tracking Specialist to perform a comprehensive audit of our existing setup and implement necessary fixes. The ideal candidate will have extensive experience with HubSpot, conversion tracking, and analytics integration. Your expertise will help us improve lead generation and tracking accuracy. If you have a proven track record in optimizing HubSpot setups and enhancing conversion metrics, we want to hear from you!

• In 5–6 sentences, explain how you would verify that Google Ads offline conversions are firing correctly when a HubSpot contact becomes Sales Qualified Lead.
• Walk me through how you’d debug a case where a Google Ads lead shows up in HubSpot, but the campaign name is missing.
• Final payment is released only after you prove all three test cases: Google Ads, Facebook, and Organic, and after I see a Google Ads offline conversion fired on SQL. Is that an issue?
• Describe your recent experience with similar projects

Job description

We are looking for a senior full-stack engineer who is strong in Shopify, API integrations, and backend logic, and who can use Lovable.dev as a productivity tool — not as a no-code toy.

This is not a design role, not a UI-only role, and not a junior/no-code position.

What you will work on

Shopify integrations (orders, products, inventory, customers)

API integrations with CRM / ERP / accounting systems

Lovable.dev projects used for:

MVPs

dashboards

internal tools

Backend logic (Supabase / REST APIs)

Debugging, performance optimization, and production readiness

Clean documentation of data flows and endpoints

Required skills (must-have)

You must have real experience with:

Shopify (custom logic, APIs, webhooks)

API integrations (REST, OAuth, webhooks)

Backend development (Node.js, PHP/Laravel, or similar)

Lovable.dev with custom logic, not just page building

Debugging and fixing production issues

Nice to have

Supabase (auth, database, RLS)

CRM integrations (HubSpot, Salesforce, etc.)

ERP or inventory systems

Experience making AI-generated code production-ready

What we are not looking for

❌ Agencies
❌ “MVP in 48 hours” sellers
❌ UI/UX designers
❌ WordPress-only developers
❌ Junior no-code builders

• Have you personally built and maintained Shopify API integrations (webhooks, data sync, or custom endpoints)? Please answer YES or NO and briefly describe what you built.
• In 5–7 sentences: how would you connect a Lovable/React frontend to Shopify and Supabase for lead capture and follow-up automation?
• Are you applying as an individual engineer who will do the work yourself (not an agency or middleman)? Please answer YES or NO.

We are a growing, multi-team sales organization operating fully inside HubSpot. We are hiring an experienced HubSpot automation and systems expert to design, build, test, and document multiple internal systems that improve follow-up enforcement, data usability, and team-wide performance visibility.

This is a hands-on build role, not a strategy-only engagement.

⸻

Scope of Work (All Items Required)

⸻

1. Follow-Up Enforcement Workflow (Must Be Built End-to-End)

The contractor will be responsible for designing and implementing a HubSpot workflow that:

• Monitors deals in defined pipeline stages
• Checks whether the assigned deal owner has created a required follow-up task within a defined timeframe
• If no qualifying task exists:
• Automatically creates a follow-up task
• Assigns it to the deal owner
• Applies predefined task type, priority, and due date
• If the task remains incomplete after a secondary timeframe:
• Automatically notifies a sales manager via email and/or Slack
• Supports re-enrollment and handles owner changes
• Avoids duplicate task creation
• Includes internal visibility (logging, notes, or properties) so activity can be audited

The contractor must:
• Build the workflow
• Test edge cases
• Provide a brief explanation of the logic and re-enrollment rules

⸻

2. Internal Data Manifest With Advanced Filtering

We maintain an internal data manifest used by sales reps during live client interactions.

The contractor will:

• Recommend the correct data architecture (custom object vs. properties)
• Build structured fields such as:
• Quantitative values
• Boolean flags
• Feature-based attributes
• Special notes
• Configure prominent, easy-to-use filters and saved views
• Ensure all filtering is accessible to non-admin users
• Design the system to scale across teams and data volume

The end result should allow reps to quickly filter records to match exact client criteria.

⸻

3. Team-Wide Performance Leaderboard

The contractor will build a live leaderboard inside HubSpot that:

• Is visible to all HubSpot users (including non-admins)
• Tracks configurable performance metrics such as:
• Revenue
• Deals closed
• Calls or activities logged
• Updates automatically
• Is shareable via link, dashboard, or display

Editing access should be restricted while visibility remains open.

⸻

4. Bulk Lead Intake Alignment (Workflow Compatibility)

The contractor must ensure that:
• Leads created via imports, internal sheets, or forms all trigger the same workflows
• Follow-up enforcement applies regardless of how the lead enters HubSpot
• No manual intervention is required after intake

⸻

Required Experience

Must Have:
• Advanced HubSpot workflows
• CRM automation & enforcement logic
• Custom objects & data modeling
• HubSpot reporting & dashboards
• Ability to clearly explain system behavior

Nice to Have:
• Sales operations experience
• Slack or notification integrations
• Documentation habits

⸻

Application Questions (Required)
1. Have you built enforcement workflows (task creation / escalation) in HubSpot before?
2. How would you prevent users from bypassing required follow-up tasks?
3. Would you use workflows, custom code, or both — and why?
4. Have you built dashboards or leaderboards visible to non-admin users?
5. Estimated timeline to deliver all items above.

⸻

Budget

Fixed-price only. Please place your bid.
We prioritize clean, scalable systems over shortcuts.

⸻

Important Notes
• This is an implementation role, not advisory
• Contractor is responsible for testing and validation
• Documentation is required

Client Solutions & GHL Automation Specialist

About the Role
We’re looking for an Client Solutions & Automation Specialist who can confidently lead discovery calls, understand a client’s sales and marketing processes, and design automation workflows that integrate conversational AI into their day-to-day operations.

This role is equal parts business process consultant and CRM automation specialist — you’ll talk directly with clients, uncover their goals, and translate those into actionable GoHighLevel workflows, multi-channel campaigns, and AI agent setups that actually drive results.
If you thrive in client conversations, know your way around GHL automation, and can connect business needs to AI capabilities, you’ll excel here.

Key Responsibilities

Client Discovery & Business Process Mapping
- Lead discovery calls to uncover client goals, challenges, and current workflows.

- Map sales, marketing, and service processes — from lead generation to follow-up — and identify opportunities for AI integration.

- Translate complex automation and AI capabilities into clear, business-friendly recommendations.

Workflow & AI Agent Design
- Build and optimize GoHighLevel automations, pipelines, and campaigns (SMS, email, appointment reminders, live transfers, etc.).

- Design and refine AI conversational agents using prompt engineering best practices.

- Recommend and implement multi-channel lead nurturing sequences for inbound, outbound, warm, and cold leads.

Project Coordination & Handoffs
- Document all implementation requirements clearly for internal technical teams.

- Collaborate with Implementation Specialists, Prompt Engineers, and Account Managers to ensure smooth execution.

- Manage project progress in Asana, maintaining visibility on timelines and deliverables.

Client Communication & Support
- Serve as the primary contact during onboarding and early adoption.

- Educate clients on AI capabilities and limitations, setting realistic expectations.

- Troubleshoot and guide clients on platform usage, workflows, and campaign setup.


Required Experience
- Proven experience leading client discovery or onboarding calls.

- 2+ years in a client-facing role (onboarding, customer success, or sales engineering/solution consulting).

- Hands-on GoHighLevel expertise — 1+ years directly using GoHighLevel (building workflows, forms, pipelines, campaigns).

- Strong understanding of lead nurturing, SMS/email marketing automations, and CRM workflows in GHL.

- Ability to break down a business process and design automation to optimize it.

- Excellent verbal and written communication skills in client-facing contexts.

- Familiarity with lead nurturing, outbound/inbound sales workflows, and marketing automation.

- Experience bridging customer requirements to technical teams.


Preferred Experience
- Prompt engineering experience for AI/chatbot design.

- Familiarity with A2P registration, Twilio, and third-party integrations (Zapier, Make).

- Addiltional xperience with other CRMs like Pipedrive, Zoho or HubSpot.

- Background in sales operations, marketing automation, or customer success.

Why You’ll Love This Role
- Direct impact on client success by shaping AI solutions from the ground up.

- Blend of consultative, creative, and technical work — no two projects are the same.

- Work in a fast-paced, forward-thinking environment at the forefront of AI adoption.


Ideal Candidate Profile – AI Implementation & Automation Strategist

Core Attributes
- Client-facing first, technical second — natural communicator who can lead structured discovery calls, ask probing questions, and keep clients confident.

- Workflow translator — understands a client’s lead, sales, and service processes and can map them to GHL automations + AI capabilities.

- Hands-on CRM expertise — has actually built GHL workflows, triggers, and campaigns (SMS, email, appointment reminders, live transfers, nurture sequences).

- Business process mindset — can break down how a business runs and identify automation opportunities.

- Comfort with AI concepts — not an AI researcher or engineer, but knows how to apply prompt engineering and conversational flows to achieve a business goal.



Pre-Screening Questions
Please send a loom video providing an introduction outlining your experience and answering the below questions:

Discovery Experience
- Describe a time you led a client discovery call. How did you uncover their business goals and translate them into a technical or automated solution?


GoHighLevel Expertise
- What’s the most complex workflow or automation you’ve built in GoHighLevel?

- Which GHL tools have you used most: Workflows, Campaigns, Pipelines, Forms, Calendars, or all of them? Give specific examples.


Business Process Understanding
- Walk me through how you would map a real estate agency’s lead process from initial inquiry to closed deal inside GHL with automation.

- How have you implemented SMS, email, and/or appointment reminder sequences to improve conversions?


AI & Automation Knowledge
- Have you designed or implemented voice AI or chatbots abefore? What tools did you use, and for what purpose?

- How would you approach integrating AI call handling or SMS automation into an existing sales workflow?


Client Communication Skills
- Give an example of when you had to set clear expectations with a client about platform limitations while keeping them confident and satisfied.


Tech-to-Business Translation
- How do you explain technical automation concepts to a non-technical client in a way they can understand and buy into?

• - Describe a time you led a client discovery call. How did you uncover their business goals and translate them into a technical or automated solution?
• - What’s the most complex workflow or automation you’ve built in GoHighLevel? - Which GHL tools have you used most: Workflows, Campaigns, Pipelines, Forms, Calendars, or all of them? Give specific examples.
• Walk me through how you would map a real estate agency’s lead process from initial inquiry to closed deal inside GHL with automation. - How have you implemented SMS, email, and/or appointment reminder sequences to improve conversions?
• - Have you designed or implemented voice AI or chatbots abefore? What tools did you use, and for what purpose? - How would you approach integrating AI call handling or SMS automation into an existing sales workflow?
• - Give an example of when you had to set clear expectations with a client about platform limitations while keeping them confident and satisfied.