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I need automation built on top of my Shopify store (Olimpolink) to handle order follow-up and sales reporting automatically. This builds on the AI chatbot already delivered.

Scope:

Abandoned cart follow-up – automatically email a customer who adds items to cart but doesn't complete checkout, prompting them to finish their order.
Order status updates – automatically notify customers by email when their order ships, so they don't need to ask.
Weekly sales & inventory summary – a short automated report (sales totals, low-stock items) delivered weekly by email, so I can see store performance without logging into Shopify admin.
Post-delivery review request – a few days after an order is marked delivered, automatically email the customer asking for a review.
All automations should run on my existing n8n setup, connected directly to Shopify's order/customer data. Language: English

Need an expert to set up end-to-end revenue tracking between GoHighLevel, Google Ads, and Meta Ads. When a lead becomes an opportunity in GoHighLevel and is marked as Won, the opportunity value should be sent back to Google Ads and Meta and attributed to the original campaign or ad where possible. The solution must be reliable, repeatable, and scalable across multiple client accounts. Experience with accurate revenue attribution and campaign-level tracking is essential.

A bit more context on what we’re working on for our recruitment clients:

AI agents that help consultants with their daily work.
Automating workflows and connecting existing systems.
Turning conversations and company data into useful insights and next steps.
Building simple, intuitive platforms around all of this.

You’d work closely with me and our technical lead on these projects.

We're an early-stage fintech startup building an autonomous finance platform for the GCC mid-market. We're moving from beta to launch and need our sales and marketing stack to work properly before the volume hits.

We're looking for a HubSpot expert who has real, hands-on Clay experience - someone who has built outbound data pipelines, enrichment workflows, and CRM automations for a B2B SaaS company, not just configured a few properties.

If you've connected Clay to HubSpot end to end and can show the results, this role is for you.

What You'll Work On

HubSpot Setup & Cleanup
- Audit our current HubSpot setup and fix what's broken
- Structure contacts, companies, deals, and pipelines for a B2B sales motion
- Set up lead scoring, lifecycle stages, and deal stages that match how we actually sell
- Build dashboards and reports the founders can trust

Clay Workflows
- Build Clay tables for ICP list building across Saudi Arabia and the UAE
- Set up enrichment waterfalls - emails, phone numbers, company data, LinkedIn signals
- Design intent and trigger-based workflows (job changes, funding, hiring, tech stack)
- Push clean, enriched data into HubSpot with proper deduplication and field mapping

Automation & Sequences
- Build HubSpot workflows for lead routing, follow-ups, and handoffs
- Set up outbound sequences and connect them to Clay-sourced lists
- Integrate with our other tools where needed (calendar, email, Slack, forms)

Documentation & Handover
- Document every workflow so the team can run it without you
- Train the sales team on how to use what you've built

What You Bring
- 3+ years of hands-on HubSpot experience (Sales Hub and Marketing Hub)
- Proven Clay experience - real tables, real workflows, real results you can walk us through
- Built CRM and outbound systems for B2B SaaS startups
- Strong understanding of data hygiene, deduplication, and CRM architecture
- Comfortable with APIs, webhooks, and no-code tools like Zapier or Make
- Can work independently, scope your own work, and deliver without hand-holding

Nice to Have
- HubSpot certifications
- Experience with fintech or enterprise SaaS sales cycles
- Familiarity with GCC or MENA markets and data sources
- Experience with Apollo, Lemlist, Smartlead, or similar outbound tools
- Arabic language

How to Apply
Please include:
- 2-3 HubSpot + Clay projects you've delivered, with what you built and the results
- A short description or screenshot of a Clay workflow you designed
- Your hourly rate and availability for an initial setup phase followed by ongoing support

What You Will Do:

Call 40 local real estate agencies from our provided list.
https://docs.google.com/spreadsheets/d/1_qydXDbrHA33FLPmyRUx5kbOjLFwd1bGEillby2mSow/edit?usp=sharing

Pitch our exclusive promotional offer for real estate media services.

Record call responses and updates (e.g., decision-maker contact details, interest level, follow-up status) in a shared Excel/Google Sheet.

The Promotional Offer:

40 Professional HDR Photos: Completely FREE (Trial offer for agencies to test our quality).

Drone Video Footage: Available for only €49 as an optional add-on.


€20 Fixed Price for completing all 40 calls and updating the sheet.

A simple call script and guidelines will be provided to the hired candidate.

Hi Timilehin,
I'm Ebot Mbi, CPA and EA — I run ebotCPA, a tax strategy and IRS resolution firm in Texas. I'm hiring a marketing strategist to own our full marketing system: strategy and funnels, marketing automation, AI, and social media.
The role owns four lanes:
Strategy & funnels — our $497 Case Analysis funnel: qualifier, capture, calendar, payment, intake. You optimize and run it.
Marketing automation — GoHighLevel, Zapier/Make, email/SMS sequences, CRM pipelines, lead routing and follow-up.
AI — prompting, AI chatbots, and AI voice agents (inbound qualification and booking).
Social media — content calendars and short-form packaging across all firm handles (Instagram, LinkedIn, Facebook, YouTube, X, TikTok), inside our existing brand system. High volume matters here.
How we start: a paid trial project first. If it's a fit, ongoing part-time (~15–20 hrs/week) with room to grow. Some overlap with US Central working hours is required.
To reply, send me:
(a) your availability over the next two weeks,
(b) your proudest GoHighLevel + AI build — what it did and what it produced,
(c) your rate for ~15–20 hrs/week.
Looking forward to hearing from you.
— Ebot Mbi, CPA, EA
ebotcpa.com

Hi Ayodele, I’m building a Glide app for evaluating used cars. The app is mostly built, but I’m stuck with the workflow/data relationships. Each user needs to create multiple evaluations, with the flow: Car Info → selected car → Inspection → Results. Currently Glide opens the wrong/default evaluation. I need the relationships and workflow fixed so each evaluation has its own inspection and results. Can you help with this?

We’re looking for an experienced n8n developer to help us set up and refine a small business automation workflow using n8n and Claude.

The project will focus on connecting a few existing tools or APIs, adding AI-driven workflow logic, and automating a defined repetitive process. You’ll also configure basic data handling, conditions, error handling, and workflow testing to ensure everything runs reliably.

We’re looking for someone with hands-on experience with n8n, Claude or LLM integrations, REST APIs, webhooks, and business workflow automation.

The deliverable will be one focused, working automation with the required integrations, testing, troubleshooting, and brief documentation.

program a survey in typeform including some logic.

I need an automation specialist to recreate Harvest invoices in FreeAgent using Zapier or Make.com.

The workflow must create in FreeAgent an invoice once I send one to a client via Harvest.

To my understanding it's possible to do that but the invoice created in FreeAgent will be a draft.
I need to move each FreeAgent invoice from Draft to Sent/Open without re-emailing the client, so invoices do not need to be raised twice for client billing and accounting reconciliation.

This is an ongoing automation that runs once a month for around 20 invoices per month.
I need a sensible estimated monthly cost to run it.

Relevant experience includes Webhooks by Zapier or Make.com's Custom API Request module, FreeAgent API OAuth and invoice transition endpoints, and Harvest integrations.
In your proposal, recommend Zapier or Make.com for this API request and explain why. Include examples of similar custom API workflows you have built.

WORKFLOW REQUIREMENTS
Trigger on new or submitted invoices in Harvest.
Create a FreeAgent draft invoice with mapped contact information, line items, amounts, and tax rates.
I am happy to manually create clients and tasks if needed in FreeAgent.
Match each Harvest client to an existing FreeAgent contact ID, or create a contact when none exists.
Use a secondary HTTP/API request to transition the invoice from Draft to Sent without sending an email.
Test partial payments, multiple line items, and discounts.
Provide a brief handover covering management of the API connection.

IMPORTANT
FreeAgent's native integration modules create Draft invoices only.
The workflow must use the FreeAgent API transition endpoint to mark an invoice as sent silently: PUT https://api.freeagent.com/v2/invoices/:id/transitions/mark_as_sent.

Please ensure before applying:
- You will need to check that the above workflow is correct, because I generated it with AI.
- Check that the work can be done - it is also possible that FreeAgent API wont allow for it
- Provide estimate of your cost and of any ongoing cost I might need to pay for the automation
- Not an urgent work

Skills: PHP, Software Architecture, Salesforce.com, Salesforce App Development, OAuth, Automation, Zapier, API Integration, Make.com, Workflow Automation

About The Role

We are looking for an experienced AI Systems Architect who has practical experience using Grok Bot, AI agents, automation tools and integration platforms to build business operating systems.

This is not a traditional AI consultant role.

We are not looking for someone who can explain what AI can do.

We need someone who has actually built AI-powered systems that connect business platforms, analyse data, automate workflows and create useful operational dashboards.

The objective is to build an AI intelligence layer across our business systems using Grok Bot and AI agents so our team has better visibility, faster decision-making and less manual administration.

The Outcome We Are Hiring For

We want to create an AI operating system where:

Data enters our business systems → AI understands it → AI analyses it → AI creates insights → AI supports decisions → Teams take action

The goal is to have Grok Bot and AI agents act as our internal intelligence layer across:

Marketing
Sales
Customer communication
Operations
Revenue reporting
Business performance
Current Environment

We currently use:

✅ Grok Bot / AI workflows
✅ GoHighLevel
✅ ServiceM8
✅ Monday.com
✅ Xero
✅ Marketing platforms
✅ Automation tools
✅ APIs and integration platforms

We are open to the best architecture.

The right person will determine:

What systems should connect
What data should flow where
What should be automated
What should remain human
What AI agents should manage
Your Mission

Build a suite of AI agents using Grok Bot and supporting AI tools that can:

Connect our systems
Analyse business data
Maintain dashboards
Identify opportunities
Detect issues
Provide operational insights
Automate reporting
Key Responsibilities
1. Build Our AI Intelligence Layer

You will design and build AI agents that can:

✅ Access required business data
✅ Analyse performance
✅ Create reports
✅ Identify trends
✅ Answer business questions
✅ Produce dashboards
✅ Support management decisions

Example:

"How many roofing leads did we receive this month?"

AI should be able to answer:

Number of leads
Source
Cost per lead
Appointment rate
Conversion rate
Revenue generated
Profitability
2. Connect Our Systems Using AI + Integration Platforms

You must understand how to make systems communicate.

Experience required with:

✅ APIs
✅ Webhooks
✅ Composio
✅ Zapier
✅ Make.com
✅ Data integrations
✅ CRM integrations

The objective:

Create a connected business ecosystem.

Examples:

Marketing platform
↓
CRM
↓
AI Agent
↓
Sales reporting
↓
Revenue dashboard

ServiceM8
↓
AI Agent
↓
Operations dashboard
↓
Performance insights

Xero
↓
AI Agent
↓
Financial reporting

3. AI Marketing Analytics System

Build AI capability around:

Lead Intelligence

AI should understand:

Where leads come from
Which campaigns work
Cost per lead
Cost per acquisition
Revenue generated
Return on marketing spend

Platforms:

Google Ads
Meta Ads
Website analytics
CRM data
Call data
4. AI Revenue Intelligence & Attribution

Build dashboards around:

Marketing Efficiency Ratio (MER)

Track:

Marketing spend vs revenue generated.

AI should help answer:

Are we spending money in the right places?
Which channels create profitable customers?
Which services have the highest return?
Where should budget increase?
5. CRM & Customer Communication Intelligence

Build AI workflows that understand:

Customer journey:

Lead received

↓

Customer contacted

↓

Qualified

↓

Appointment booked

↓

Quote sent

↓

Job won/lost

↓

Revenue generated

AI should identify:

Lost opportunities
Slow response times
Follow-up gaps
Sales bottlenecks
6. ServiceM8 Operational Intelligence

Use AI to analyse operational data.

Examples:

AI dashboards showing:

Jobs completed
Jobs delayed
Average job duration
Customer satisfaction
Quote conversion
Team performance
Bottlenecks
7. AI Executive Dashboards

Create management dashboards for:

Marketing
Spend
Leads
CPL
CPA
Revenue attribution
Sales
Pipeline
Conversion rates
Follow-ups
Sales performance
Operations
Jobs
Scheduling
Delivery performance
Finance
Revenue
Margin
Cashflow indicators
Customer Experience
Reviews
Complaints
Response times
8. AI Agent Management System

We are not looking for one chatbot.

We are looking to create a team of specialised AI agents.

Examples:

Marketing Intelligence Agent

Monitors:

Ads
Leads
Campaign performance
Revenue Agent

Tracks:

Sales
Conversion
Revenue
Operations Agent

Reviews:

ServiceM8 data
Delivery performance
Finance Agent

Analyses:

Xero data
Business performance
Customer Experience Agent

Reviews:

Conversations
Reviews
Customer satisfaction
Required Experience

You must have:

✅ Built AI agents before
✅ Experience with Grok Bot or similar AI agent platforms
✅ Experience connecting business systems
✅ API/integration experience
✅ Experience building analytics dashboards
✅ Understanding of marketing attribution
✅ Understanding of CRM systems
✅ Ability to document systems clearly

Strong advantage:

✅ Home services experience
✅ Construction/trades experience
✅ GoHighLevel
✅ ServiceM8
✅ Monday.com
✅ Xero
✅ Composio experience

Do Not Apply If:

❌ You only talk about AI concepts
❌ You have never deployed AI agents
❌ You only build simple chatbots
❌ You cannot show previous automation/integration work
❌ You need to learn while building our core systems

Application Questions

Please answer:

Show examples of AI agents you have personally built.
Have you used Grok Bot? If yes, explain how.
Have you built AI systems connected to business software?

Explain:

Platforms connected
Data flow
Automations created
Business outcome achieved
Show examples of dashboards you have built.
How would you architect an AI operating system for a multi-brand home services group?
How would you use Grok Bot agents + Composio/API integrations to connect:
Marketing
CRM
Service management
Finance
Reporting
What would your first 30 days look like?
Long-Term Opportunity

We are building an AI-enabled operating system across multiple home service businesses.

The successful person will work with our leadership team to create a scalable AI infrastructure that:

Removes manual reporting
Improves decision making
Creates operational visibility
Saves staff time
Helps scale multiple businesses

We are looking for someone who can build the future operating system, not someone who just recommends software.

I run a lead generation agency focused on epoxy flooring and concreting businesses and need a reliable freelancer to handle campaign fulfilment after client sign-off. The role includes creating ad creatives and copy, building Meta lead generation campaigns, setting up lead forms, connecting campaigns through Zapier, and ensuring leads are delivered correctly to the client. Before launch, I need proposed creatives, copy, targeting, and campaign structure for approval. Once approved, you will launch the campaign and manage the technical fulfilment. I’m looking for someone confident with Meta Ads Manager, Meta lead forms, and Zapier, with experience supporting local service or home improvement lead generation campaigns. This is an ongoing role for someone I can trust as I bring on more clients.

Summary

We are a growing nonprofit focused on increasing access to private-market investing and building a national network of investors, founders, and institutional partners.

We are seeking an AI Systems & Operations Analyst to help us build the operating infrastructure needed to scale the organization efficiently.

This is not a traditional administrative or programs role. We are looking for someone who can look at how an organization operates, identify repetitive and manual processes, and build systems, automations, dashboards, and AI-enabled workflows that make the organization more efficient.

The ideal candidate is highly analytical, systems-oriented, comfortable with AI and technology, and able to turn an ambiguous operational problem into a practical solution.

Key Responsibilities:

Audit existing BWI workflows across membership, programs, events, partnerships, fundraising, research, communications, and administration
Identify manual, repetitive, or fragmented processes that can be automated or systematized
Design and build scalable operating workflows using AI, automation, databases, and existing technology platforms
Build and maintain a centralized system for tracking members, partners, donors, prospects, events, programs, and other key relationships
Develop automated workflows for member onboarding, event follow-up, partner management, fundraising outreach, program applications, and reporting
Build dashboards and reporting systems that give leadership visibility into organizational activity, pipeline, engagement, and key metrics
Integrate existing tools and platforms where possible rather than creating unnecessary new systems
Use AI tools such as ChatGPT, Claude, and other AI platforms to automate research, drafting, data organization, reporting, and administrative workflows
Develop internal SOPs and documentation so processes are repeatable and not dependent on one person
Create systems that reduce founder involvement in routine operational tasks
Continuously identify opportunities to improve efficiency, reduce manual work, and increase organizational capacity

What We’re Looking For:

Experience building operational systems, workflows, automations, or databases
Strong understanding of AI tools and practical applications of AI in business operations
Experience with tools such as ChatGPT, Claude, Zapier, Make, Airtable, Notion, Asana, HubSpot, Salesforce, Google Workspace, or similar platforms
Strong analytical and problem-solving skills
Ability to map a process from beginning to end and identify opportunities for improvement
Experience integrating different tools or systems is strongly preferred
Comfortable working independently and taking an ambiguous problem from concept to implementation
Strong written communication and documentation skills
High attention to detail
Ability to think strategically while also executing the actual build
Experience working with startups, nonprofits, financial services, professional services, or other lean organizations is a plus

What We Are NOT Looking For:

This is not primarily a virtual assistant, social media, or administrative coordinator role.

We are not looking for someone whose primary skill is prompting ChatGPT or generating AI content.

We are looking for someone who can build the systems around the work.

You should be able to look at a process and say:

“This currently takes five manual steps. Here is how I would redesign it, automate three of those steps, connect the systems, and create a dashboard so the team can manage it going forward.”

Success in This Role Looks Like:

BWI has a clear operating system for managing members, partners, programs, events, and fundraising
Key organizational information is centralized and easy to access
Repetitive administrative work is significantly reduced
Important follow-ups happen automatically or through clearly defined workflows
Leadership has visibility into key organizational activity and pipelines
Processes are documented and can be executed without constant founder involvement
AI is being used to meaningfully increase organizational capacity
New team members can be onboarded into established systems rather than creating their own processes
BWI can grow without every new program or function requiring a proportional increase in headcount

Initial 90-Day Focus:

Month 1: Audit & Design

Review current tools, workflows, databases, and processes
Identify operational pain points
Map key organizational workflows
Identify the highest-value opportunities for automation and systemization
Develop a prioritized systems roadmap

Month 2: Build

Implement priority systems
Build core databases and workflows
Connect existing tools
Develop initial AI and automation workflows
Create documentation and SOPs

Month 3: Launch & Optimize

Deploy systems across key functions
Build dashboards and reporting
Train team members
Measure time savings and operational improvements
Develop the next phase of the systems roadmap

Compensation:

$10/hour

Opportunity for a long-term engagement and expanded responsibilities based on performance.

To Apply:

Please include:

A brief overview of your experience building operational systems or automations
2–3 examples of systems, workflows, dashboards, or automations you have personally built
The tools/platforms you have experience working with
A specific example of a manual process you automated and how you approached it
Briefly describe how you have used AI tools such as ChatGPT, Claude, or other AI platforms in an operational/business context
If available, provide screenshots, Loom videos, portfolio examples, or other evidence of systems you have built
Your hourly rate and availability

Important: We are particularly interested in candidates who can build, not simply recommend tools. Please be specific about what you personally implemented in your previous roles.

We're MBCC Solutions, a fast-growing marketing agency that helps Hispanic home-service contractors in the US (remodelers, roofers, concrete, landscaping, painting) get consistent, qualified appointments. We run their ads, build their CRM and automations, and book appointments for them.

We are scaling fast. We need a technical operator who can both launch and manage ad campaigns AND build the systems behind them.

WHAT YOU'LL DO

Ads (Meta + Google)
- Launch new client campaigns (lead forms, landing pages, messaging campaigns)
- Monitor and optimize daily: CPL, cost per booked appointment, frequency, creative fatigue
- Refresh creatives and copy
- Set up and troubleshoot Pixel, Conversions API, and event tracking
- Manage Business Manager structure, ad accounts, and permissions

GoHighLevel & Automations
- Build and deploy client sub-accounts from our snapshots
- Build and fix workflows: lead nurture (SMS/email/WhatsApp), appointment reminders, review requests, reactivation campaigns
- Set up pipelines, calendars, forms, surveys, and lead-form integrations
- A2P 10DLC registration and phone number setup
- Connect tools with Zapier / n8n / webhooks when needed

Websites & Funnels
- Build and edit landing pages and funnels in GoHighLevel
- ''This is a plus'' Build and maintain client websites (WordPress/Elementor or GHL sites)
- On-page SEO, speed, and tracking setup

REQUIREMENTS
- Experience with Meta Ads for lead generation (show real results)
- Advanced GoHighLevel: workflows, snapshots, pipelines, calendars, triggers
- Experience with Pixel / Conversions API and tracking
- Google Ads experience (Search / Local Services is a plus)
- Can build a landing page or website without a developer
- Fluent Spanish and professional English (written and spoken)
- Available full-time, Monday–Friday, US Eastern Time hours
- Organized: you follow SOPs, and you write them when they don't exist

NICE TO HAVE
- Agency experience with home-service or local businesses
- n8n, Zapier, or Make
- AI voice agents / AI chat setups in GHL
- WordPress + Elementor

WHAT WE OFFER
- $1,000–$1,300/month to start, based on skills demonstrated
- We provide bonuses as soon as you adapt to the ecosystem.
- Long-term, full-time role with a team that's growing fast

THIS ROLE IS NOT FOR YOU IF...
- You only want to run ads and don't enjoy building systems (or the reverse)
- You need step-by-step supervision
- You're juggling 3+ other clients and can't give us full-time focus

We are a growing whole-home water filtration company looking for an experienced AI automation/data specialist to build an AI-powered marketing command center for our business.

We are open to using Viktor or a similar existing AI platform rather than developing custom software from scratch.

The goal is to have one central AI assistant that understands our marketing data, reports on performance every day, tracks goals/tasks, identifies problems and opportunities, and allows us to ask questions about the business conversationally.

What We Want Connected

Our marketing and sales stack includes platforms such as:

Meta Ads
Google Ads
TikTok Ads
CRM
Housecall Pro
Google Analytics
Google Search Console
Google Business Profile
Facebook / Instagram / TikTok organic
Slack

We want as much of this data connected into one system as technically practical.

What We Want to Track

At a minimum:

Spend → Leads → Qualified Leads → Sales → Revenue → CAC → ROAS

We also want:

CPL, CTR, CPC, CPM, conversion rates, appointments, close rates, follower counts/growth, reviews, website traffic and other important marketing KPIs.

The important part is connecting advertising performance to actual CRM sales/revenue, not simply relying on what Meta or Google reports as conversions.

Conversational AI

This is extremely important.

We want to be able to talk to the system naturally and ask:

“How did we do yesterday?”

“How much did Meta spend this month?”

“What's our CAC by channel?”

“Which ads generated the most actual sales?”

“Why did CPL increase this week?”

“Compare Google vs. Meta over the last 30 days.”

“What should I be paying attention to today?”

“Are we on track to hit our monthly goals?”

The AI should answer based on our actual connected business data.

Daily Marketing Brief

Every morning, we want an automated report showing things like:

Yesterday

Spend: $X
Leads: X
Qualified Leads: X
Sales: X
Revenue: $X
CAC: $X
ROAS: X

Then an AI-generated summary:

What improved
What declined
What looks unusual
What needs attention
Recommended next actions

Ideally this is automatically delivered through Slack.

Tasks & Accountability

We also want the system to help track what our marketing team needs to accomplish.

Examples:

Meta Buyer → Test 5 new creatives
Google Buyer → Investigate rising CAC
SEO → Publish new service-area page
Creative → Produce variations of winning ad
Owner → Film new ads

We would like to ask:

“What needs to get done today?”

“What tasks are overdue?”

“What is each marketing person responsible for this week?”

If the platform supports it, we'd eventually like the AI to create/assign tasks from natural-language instructions.

Goals

We want to set monthly goals such as:

Revenue
CAC
Ad Spend
Sales
Lead Volume
Reviews
Followers
Creative Output

The system should automatically track progress and tell us when we're ahead or behind.

What We're Hiring You to Do

We're not necessarily asking you to develop an entire SaaS application from scratch.

We want you to:

Understand our desired system.
Evaluate Viktor and/or comparable platforms.
Recommend the best solution.
Connect our marketing, CRM and operational data.
Configure dashboards/reporting.
Build the conversational AI experience.
Create automated daily/weekly reports.
Build goals/task tracking where possible.
Set up alerts and automations.
Document everything so we own and understand the system.

If an important integration requires custom API development, we're open to custom development for that portion.

Who We're Looking For

You should have experience with some combination of:

AI automation
Viktor or similar AI platforms
APIs/webhooks
Zapier/Make/n8n
Marketing APIs
Meta Ads API
Google Ads API
TikTok Ads API
CRM integrations
Slack automation
Databases/data warehouses
Business intelligence
LLMs/AI agents
Attribution/tracking

When Applying

Please explain:

What platform you would recommend for this and why.
Whether you've built something similar.
Examples/screenshots/videos of previous systems.
How you would connect ad data to CRM sales/revenue.
How you would make the data conversational through AI.
What you would build with existing tools vs. custom code.
Estimated timeline.
Estimated project cost.

Start your proposal with “AI MARKETING OS” so we know you've read the entire post.

We're looking for someone who can build the initial system and potentially continue working with us as it evolves.

Job Overview:
We are looking for an expert AI Automation & Workflow Developer to build custom AI agents and automation systems specifically tailored for our freight forwarding and logistics operations.
We need to move beyond basic chatbots and deploy intelligent systems that can parse shipping documents (Bills of Lading, Commercial Invoices, Packing Lists), handle real-time shipment tracking inquiries, coordinate with carriers, and automate client updates across our operational pipeline.

Key Responsibilities:
Logistics Workflow Automation: Build robust backend automation logic using platforms like n8n, Make.com, or custom Python scripts to connect TMS (Transportation Management Systems), CRMs, and communication channels.
Document Parsing & Data Extraction: Implement AI-driven RAG and OCR pipelines to automatically extract, validate, and structure data from unstructured shipping documents (BOLs, customs forms, rate sheets).
AI Agent Development: Design custom conversational and task-oriented agents using advanced LLMs (OpenAI, Claude) to handle customer tracking requests, quote generation inquiries, and exception alerts.
Carrier & Port Integration: Connect our system with carrier APIs, port status feeds, and tracking tools to provide automated, real-time milestone updates to our clients.
Guardrails & Error Handling: Implement strict validation checks to ensure zero-tolerance errors in data entry, shipment routing, and documentation.

Required Skills & Tech Stack:
AI / LLM Frameworks: OpenAI API, Anthropic Claude, LangChain, LlamaIndex, or CrewAI.
Automation Tools: n8n (preferred), Make.com, or Zapier.
Backend & Database: Python, Node.js, REST APIs, Webhooks, SQL / PostgreSQL.
Industry Context: Experience working with logistics, supply chain, freight forwarding workflows, or TMS integrations is a massive plus.

Portfolio:
Proven examples of deployed AI agents, document parsers, or complex workflow automations (please include live examples or workflow architecture diagrams in your proposal).
Project Scope & Deliverables
Phase 1: Logistics process audit, system architecture design, and API mapping.
Phase 2: Development of the custom AI agent, document processing pipeline, and core integrations.
Phase 3: Rigorous testing in a sandbox environment, deployment to production, documentation, and handover.

Looking for a GoHighLevel + Wavv dialer expert to help optimize my outreach system for real estate lead generation. The work includes improving call flow, automating follow-up sequences, and refining lead routing to increase response rates and conversion efficiency. I’m seeking someone who can assess the current setup, identify gaps, and implement practical improvements that support a more effective lead generation process.

Senior Salesforce Consultant & Developer — Ongoing, 20 Hours per Week

We are a B2B wholesale, sales, distribution, and import business seeking an experienced independent Salesforce consultant and developer for a long-term engagement of approximately 20 hours per week.

We are looking for one senior professional—not an agency or consulting firm—who can understand our business processes, recommend practical solutions, and personally perform the required configuration, development, integration, testing, documentation, and training.

This is an ongoing hourly contract. All working hours must be recorded through the Upwork Desktop App’s hourly time tracker. Manual time will not be permitted.

Our Current Environment

Salesforce Enterprise is at the centre of our planned operational system. Our current and connected platforms include:

* Salesforce Enterprise
* QBO for accounting, invoicing, and inventory
* Shopify for retail and e-commerce
* DHL, UPS, and Livingston for shipping and customs
* Google professional suite for email and company files

Our operations include B2B sales, lead generation, customer service, international purchasing, physical inventory, invoicing, shipping, marketing, and account management.

Project Objectives

The consultant will help us build and continuously improve a scalable Salesforce environment covering areas such as:

* Lead generation, qualification, assignment, and follow-up
* Account, contact, opportunity, and activity management
* B2B sales pipelines and account-development processes
* Customer segmentation and sales territories
* Automated tasks, reminders, notifications, and approval processes
* Quotes, orders, reorders, and customer purchasing history
* Supplier and purchasing management
* Purchase orders and overseas procurement workflows
* Product, pricing, inventory, and availability information
* Shipment tracking and delivery notifications
* Customer service cases and follow-up processes
* Email marketing segmentation and campaign integrations
* Operational dashboards, management reports, and KPIs
* Data cleanup, migration, validation, and duplicate management
* Integration between Salesforce and our other business systems

The complete project will be implemented in phases. The selected consultant will first review our existing plan, business requirements, Salesforce configuration, data structure, and connected applications. They will then help convert the plan into a practical technical roadmap and execute it.

Responsibilities

* Review and validate our Salesforce development plan
* Translate business requirements into scalable Salesforce solutions
* Identify gaps, risks, dependencies, and unnecessary complexity
* Configure Salesforce objects, fields, relationships, record types, page layouts, permissions, and validation rules
* Design and build Salesforce Flows and other automations
* Develop Apex, Lightning Web Components, or custom solutions when configuration alone is insufficient
* Design integrations using APIs, middleware, Zapier, or other appropriate tools
* Evaluate the best integration approach for other related softwares
* Create dashboards and reports for management, sales, customer service, purchasing, and operations
* Improve data quality and establish data-governance standards
* Test solutions before deployment
* Maintain a structured development, testing, and deployment process
* Troubleshoot problems and correct defects
* Produce clear technical and user documentation
* Train administrators and employees
* Provide regular progress reports, time estimates, and recommendations
* Maintain a prioritized development backlog
* Build solutions that can be maintained and expanded over time

Required Qualifications

* At least five years of hands-on Salesforce consulting and development experience
* Strong experience with Salesforce Sales Cloud and Salesforce Enterprise
* Advanced Salesforce Flow experience
* Strong understanding of Salesforce data architecture and relational data modelling
* Experience with Apex, SOQL, Lightning Web Components, and Salesforce APIs
* Experience integrating Salesforce with accounting, ERP, inventory, e-commerce, shipping, or marketing platforms
* Strong REST API, webhook, authentication, and integration-troubleshooting skills
* Experience with data migration, transformation, imports, deduplication, and validation
* Knowledge of Salesforce security, profiles, permission sets, sharing rules, and field-level access
* Experience with sandboxes, change sets or modern deployment tools, version control, testing, and release management
* Ability to analyze operational workflows—not only complete assigned technical tickets
* Ability to recommend solutions based on business value, cost, maintainability, and scalability
* Strong written and spoken English
* Clear documentation and communication skills
* Ability to work independently and reliably for approximately 20 hours per week

Strong Assets

* Salesforce certifications
* Experience with B2B wholesale or distribution companies
* Experience with purchasing, inventory, order management, and international supply-chain workflows
* Experience integrating Salesforce with Acomba
* Experience with Shopify, Klaviyo, Makes, DHL, UPS, or customs and freight systems
* Experience supporting sales, lead-generation, and customer-service teams
* Experience helping a growing company establish Salesforce governance and development standards

Working Relationship

This position is for an individual consultant who will personally perform the work.

Please do not apply if:

* You are applying on behalf of an agency or consulting firm
* You intend to subcontract or delegate the work
* You cannot commit approximately 20 hours per week
* You are unwilling to use the Upwork hourly time tracker
* You primarily manage projects but do not personally configure and develop Salesforce
* You are managing too many simultaneous contracts to provide consistent availability

We expect honest time estimates, transparent communication, structured weekly progress, and clear disclosure of any technical limitations or project risks.

Availability overlapping with Eastern Time business hours is preferred.

## Initial Engagement

The first phase is expected to include:

1. Reviewing our existing Salesforce environment and implementation plan
2. Understanding our departments, workflows, data, and connected platforms
3. Identifying technical gaps, risks, and dependencies
4. Recommending the appropriate architecture and integration approach
5. Organizing the work into prioritized implementation phases
6. Providing effort estimates and measurable deliverables
7. Beginning implementation of the highest-priority items

Successful completion of the first phase may lead to an ongoing, long-term contract.

How to Apply

Begin your proposal with the words **“Independent Salesforce Consultant”** so we know you have read the complete posting.

Please include:

* Your Salesforce consulting and development experience
* Your Salesforce certifications
* Examples of systems you personally designed and implemented
* Your experience with Salesforce integrations
* Your experience with accounting, ERP, inventory, purchasing, shipping, or e-commerce systems
* Your experience with Apex, Lightning Web Components, Flow, APIs, and data migration
* Your current weekly availability
* Your time zone and normal working hours
* Your hourly rate
* Confirmation that you are an independent consultant
* Confirmation that you will personally perform all work
* Confirmation that you will use Upwork’s hourly time tracker
* Two relevant client references or detailed Upwork examples, where available

Please do not submit a generic or AI-generated proposal. Explain how your specific experience relates to this project.

## Screening Questions

1. Are you an independent consultant, and will you personally perform all work without subcontracting it?
2. Can you consistently dedicate approximately 20 hours per week to this engagement?
3. Will you record all hours using the Upwork Desktop App’s hourly time tracker?
4. Describe the most complex Salesforce implementation you personally completed. What parts did you design, configure, develop, and deploy?
5. Describe a Salesforce integration you built with an accounting, ERP, inventory, e-commerce, shipping, or marketing platform.
6. When would you use Salesforce Flow, and when would you use Apex or a Lightning Web Component?
7. How do you document requirements and prevent scope misunderstandings before beginning development?
8. How do you estimate tasks and report progress, blockers, and budget usage?
9. How do you manage development, testing, deployment, version control, and rollback?
10. After reviewing an existing implementation plan, what would you examine before recommending the technical architecture?

I need help with Zaps that have been created in Zapier for Hubspot specifically. Also, need help with email automation in the workflows in Hubspot.

We are a growing multi-location retail and e-commerce company looking for an experienced AI & Business Process Automation Specialist to help us review, simplify, and automate our internal processes.

As we've grown, many of our processes have been built organically. We use a lot of spreadsheets, manual workflows, and repetitive administrative processes, and we believe there are significant opportunities to improve how our business operates using automation, system integrations, and AI.

We're not looking for someone who simply knows how to build a Zapier or Make.com workflow.

We want someone who can first understand how our business operates, identify inefficient processes, recommend better ways of doing things, and then help implement those improvements.

Some initial areas include:

- Invoicing and accounts payable workflows
- Product ordering and purchase orders
- Inventory-related processes
- Spreadsheet-heavy workflows and reporting
- Data entry and reconciliation
- Moving information between different systems
- Internal reporting and dashboards
- Repetitive administrative tasks
- AI-assisted workflows and AI agents where they actually make sense

We currently rely heavily on spreadsheets, so experience taking spreadsheet-based processes and turning them into more automated, reliable systems would be especially valuable.

What We're Looking For

Someone with experience in a combination of:

- Business process mapping and optimization
- AI and LLM-based automation
- Make.com, n8n, Zapier or similar platforms
- APIs and system integrations
- Google Sheets / Excel automation
- Databases and structured data
- Workflow automation
- AI agents
- Retail, inventory, accounting or operational systems

You don't necessarily need to personally develop every piece of custom software. What matters is that you can look at a business process end-to-end, understand what is inefficient, design a better solution, and implement or help coordinate the implementation.

How We'd Like to Work

We would start by walking you through our current processes and systems.

We want you to identify:

- What can be eliminated
- What can be simplified
- What can be automated
- What should use AI
- What should remain human

From there, we'd prioritize opportunities based on time saved, cost, reliability and business impact, then begin implementing them.

This could become an ongoing engagement as we continue improving and automating different areas of the company.

When applying, please tell us about business processes you've personally redesigned and automated, especially projects involving spreadsheets, purchasing, invoicing, inventory or multi-location businesses.

We're much more interested in seeing real examples of processes you've improved than a list of AI tools you know.

We have an existing Google Sheets cash-flow control system for an ecommerce business and need an experienced Google Sheets automation / Apps Script / API / Make / Zapier specialist to help finish and harden it.

This is NOT a request to build a basic cash-flow spreadsheet from scratch.

A substantial system already exists, including raw bank transaction feeds, daily cash-flow reporting, recurring expenses, payment schedules, commitments, debt schedules, card liabilities and monthly cash-flow views.

The goal is to make the system as close to self-maintaining and impossible to surprise us as reasonably possible.

The finished system should tell us at any point:

• What cash is actually available now
• What bills are coming out today, this week, this month and future months
• What is already paid
• What is overdue but still unpaid
• What is sitting on a credit card and has not yet hit the bank
• What loan repayments, interest, fees and finance charges are coming
• What supplier payments have been made versus still owed
• What invoices have arrived that are not yet paid
• What amounts are variable or still unknown
• What money must be protected so we do not accidentally spend it
• What actual transaction replaced a forecast amount
• Whether anything is missing from the calendar

NON-NEGOTIABLE RULE:

Never guess financial information.

If an amount, due date, merchant, payment method or classification cannot be verified, it must remain clearly marked as UNKNOWN / TBC / NEEDS REVIEW rather than silently assuming something.


CURRENT SYSTEM

The existing Google Sheet includes areas similar to:

• Start / Control Dashboard
• Raw Bank
• Raw Card / Amex
• Bank Balance
• Daily Cashflow
• Monthly Cashflow
• Payment Schedule
• Recurring Bills
• Amex / Card Liabilities
• Suppliers / Commitments
• 13-Week / Longer-Term Cash View

We want to improve the existing architecture rather than replace it with an unrelated template.

Any structural redesign must be explained and approved first.


CORE OUTCOME

We want a live financial calendar.

Every known future obligation should automatically appear on the correct date or payment window.

For every obligation we want:

• Payee / item
• Category
• Expected amount
• Fixed or variable
• Frequency
• Expected debit date
• Payment method / rail
• Bank or card
• Merchant/reference used for matching
• Priority
• Whether payment can move
• Source/evidence
• Status
• Actual payment date
• Actual amount
• Forecast-versus-actual variance
• Remaining protected amount

If a system exposes an actual transaction timestamp, preserve it.

If only a transaction date is available, do NOT invent an expected time of day.


RECURRING BILL CALENDAR

Recurring costs should automatically create future calendar obligations.

Examples include:

• Utilities
• Rent
• Telecommunications
• Software
• Insurance
• Subscriptions
• Accounting
• Loan repayments
• Tax payment plans
• Owner-related scheduled payments
• Other genuine recurring obligations

A recurring rule might say:

Monthly — normally on the 4th — bank — merchant contains X

The system should then automatically create future months.

We should not have to manually enter the same bill every month.

For variable bills, the system can create the expected payment window but must not invent an amount.

Example:

Electricity — expected this month — amount TBC

When the invoice arrives:

TBC → invoice amount

When the bank transaction posts:

invoice amount → actual paid amount

The history must remain auditable.


AUTOMATIC PAYMENT RECONCILIATION

Known scheduled payments should automatically match against raw transactions.

Matching may use combinations of:

• Merchant name
• Bank description
• Reference
• Amount
• Expected date
• Payment method
• Historical pattern

The system must be conservative.

If the match is highly confident:

UPCOMING → PAID

If ambiguous:

NEEDS REVIEW

Do not silently classify uncertain transactions.

When actual transaction differs from expected:

Actual transaction becomes cash truth.

But preserve:

• Expected amount
• Actual amount
• Variance
• Original due date
• Actual transaction date

Do not overwrite history.


CRITICAL OVERDUE RULE

An unpaid bill must NEVER disappear just because the due date passed.

If a bill was due last week and there is no matching payment:

• Retain the original due date
• Change status to OVERDUE / STILL DUE
• Continue protecting the required money
• Include it in current remaining commitments
• Surface it clearly in the current dashboard/week

It should only disappear if:

• A verified transaction pays it
OR
• A user explicitly marks it cancelled/skipped/moved


BANK CASH VS PROTECTED CASH

We distinguish between:

ACTUAL BANK AVAILABILITY

What is physically available in the bank/facility right now based on posted bank transactions.

AND:

PROTECTED AVAILABLE

Actual availability less known obligations that have not yet physically left the bank.

The system must not call money safe to spend while known obligations remain unfunded or unresolved.


CREDIT CARD / AMEX LOGIC

The system must understand that card spending and bank cash movement are two different events.

Example:

Supplier is paid using Amex.

At that point:

• Supplier obligation = paid
• Card liability = increases
• Bank cash = unchanged

Later:

Bank transfers money to Amex.

At that point:

• Bank cash = decreases
• Card funding liability = decreases

The system must NEVER count both events as separate operating expenses.

We want card liabilities visible until funded.

We also sometimes transfer money from the bank to Amex shortly after specific charges.

Where meaningful references are included in those transfers, the system should match that funding to the relevant category/supplier where appropriate.

The system must retain separation between:

• Merchant transaction
• Bank-to-card funding transaction

A bank transfer to Amex is not automatically proof that a specific merchant transaction posted unless evidence exists.


AUTOMATIC AMEX / CARD FEED

The current major gap is live card transaction automation.

The developer should first investigate whether our existing financial-data provider can connect directly to American Express.

If it can, we strongly prefer that rather than unnecessary custom infrastructure.

If not, propose the simplest reliable method available.

Possible approaches may include:

• Official API
• Open Banking / financial-data provider
• Accounting integration
• Automation platform

The selected solution should feed transactions into the existing raw-card table automatically.

Requirements:

• Duplicate protection
• Transaction IDs
• Posted/pending status where available
• Transaction date
• Processing date where available
• Merchant
• Amount
• Currency / FX information where available
• Card/account
• Reference
• Source

Do not build a fragile scraping system unless there is genuinely no reliable supported alternative and it is discussed first.


GMAIL INVOICE / BILL INTAKE

We want invoices arriving by email automatically brought into the cash-flow system.

The automation should monitor appropriate invoice/billing emails and, where reliable, extract:

• Supplier/payee
• Invoice number
• Invoice date
• Due date
• Amount
• Currency
• Payment method if stated
• Attachment/source
• Category if confidently known

Then create an entry in an Invoice / Commitment Intake area.

The system should perform duplicate detection using suitable identifiers such as:

• Invoice number
• Supplier
• Amount
• Date
• Message ID
• Attachment hash or another appropriate method

An overdue reminder or forwarded copy must not create a duplicate liability.

If extraction confidence is low:

NEEDS REVIEW

Do not guess.

Once approved or confidently classified, the invoice should feed the future payment calendar.

When the matching payment later appears in Bank or Amex:

Invoice → PAID

with actual date/amount attached.


VARIABLE / UNKNOWN EXPENSES

Some expenses cannot be forecast precisely.

Examples include:

• Freight/import charges
• Carrier invoices
• Electricity
• Advertising
• Usage-based software
• Foreign-currency software
• Supplier shipments
• Tax liabilities
• One-off contractors
• International fees

These should still remain visible.

Correct behaviour:

EXPECTED / TBC

Not:

Made-up estimate

The system should distinguish:

• Fixed recurring
• Variable recurring
• Invoice driven
• Usage driven
• One-off committed
• Planning only
• Actual only


LOANS, FINANCE & INTEREST

This needs to be extremely robust.

We never want to suddenly discover an interest charge, finance fee or repayment that should have been on the calendar.

For every loan/facility we ultimately want a register containing, where information is available:

• Lender
• Normal repayment amount
• Repayment frequency
• Normal debit date
• Payment method
• Bank/card description
• Outstanding balance
• Interest treatment
• Known fees
• Statement cycle
• Maturity/end date if relevant
• Whether extra repayment is optional
• Whether the loan is currently being prioritised for payoff

The system must distinguish between:

PRINCIPAL REPAYMENT

and

INTEREST / FINANCE EXPENSE

Loan principal is a cash outflow and balance-sheet movement.

Interest is a finance expense.

They must not be silently combined when we need them separately.

If the lender separately debits:

• Repayment
• Interest
• Line fee
• Annual fee
• Service fee

they should be identifiable separately.

For variable interest:

Future calendar can show:

INTEREST — AMOUNT TBC

Then actual bank transaction replaces TBC when it posts.

Historical transaction patterns may be used to identify expected timing, but the system must clearly differentiate:

CONFIRMED CONTRACTUAL DATE

from:

WORKING SCHEDULE INFERRED FROM HISTORY

Actual bank transactions always win.


BANK FEES / FACILITY FEES

Recurring bank or facility fees must be detected and included.

Examples:

• Overdraft interest
• Line fees
• Monthly fees
• Quarterly fees
• Finance charges

If a pattern appears historically but contractual timing is not verified, flag:

WATCH / HISTORICAL PATTERN

Do not present it as contractual fact.

We specifically want the system capable of identifying recurring financial charges that management may otherwise forget.


TAX

Tax items should remain separated.

For example:

• Regular tax payment plan
• BAS liability
• Income/company tax
• PAYG if applicable
• Accounting fee for BAS preparation

One must not automatically substitute for another.

If a BAS amount or due date is unknown:

BAS — UNKNOWN

It should remain visibly unresolved rather than disappear from the cash plan.


SUPPLIER COMMITMENTS

Supplier commitments must support:

• Deposit
• Balance
• Scheduled instalment
• Actual payment
• Expected shipment/payment milestones
• Payment rail
• Bank/card impact
• Currency if applicable

If supplier is paid via card:

Supplier balance should reduce when properly paid

BUT

Card liability remains until funded.

Deposits and balances must not be double-counted.

A new purchase order must remain separate from repayment of old supplier debt.


ADVERTISING

Advertising has unusual cash mechanics.

We need to handle:

• Daily variable spend
• Card billing
• Third-party payment platforms if used
• Reserved funds
• Bank-to-card funding
• Invoice due dates

The system must distinguish:

ACTUAL ADVERTISING EXPENSE

from:

TRANSFERRING CASH TO FUND THE CARD USED TO PAY ADVERTISING

No double counting.

Where advertising invoices/statements conflict with an internal reserve/control amount, the system must flag the difference for reconciliation rather than silently choosing one.


ECOMMERCE PAYOUTS

We receive settlements from multiple payment processors.

The daily cash-flow system should continue showing actual deposits by processor.

Important rules:

• Processor fees already netted from a payout must NOT be deducted again as cash
• Loan/remittance deductions already withheld from processor payouts must NOT be deducted again from bank cash
• Actual bank settlement is cash truth
• Forecast payout timing should not be invented unless an approved methodology exists


INTERNAL TRANSFERS

Transfers between our own accounts are NOT revenue and NOT operating expenses.

Examples may include:

• Operating account → savings
• Savings → operating
• Internal company account transfers
• Bank → Amex funding

They must be identified separately so they do not inflate income or expenditure.


CASH INFLOWS

Customer payout inflows should remain clearly separated by source where possible.

Other inflows such as:

• Loan advances
• Refunds
• Owner contributions
• Internal transfers

must not automatically be classified as customer revenue.


CURRENT MONTH + FUTURE MONTH CALENDAR

The monthly control view should clearly show by date:

• Customer payouts
• Known bank payments
• Known card commitments
• Loan repayments
• Interest/fees
• Supplier payments
• Invoices
• Recurring subscriptions
• Tax
• Utilities
• Owner payments
• Other material obligations

At a glance we want to know:

• What has already gone out
• What is still to go out
• What is overdue
• What has an unknown date
• What has an unknown amount
• What will hit the card
• What will physically hit the bank

The system should automatically extend future months.

We do not want to manually rebuild each new month.


MATERIAL VS SMALL EXPENSES

The main management dashboard should stay clean.

Large/material commitments should be prominent.

Small recurring subscriptions can remain in the recurring register/calendar and contribute to totals without overwhelming the front dashboard.

We want an ADHD-friendly management view rather than an accounting dump.


STATUS SYSTEM

We want clear statuses such as:

🟢 PAID / VERIFIED / ACTUAL

🟡 UPCOMING / COMMITTED / PLANNED

🟠 TBC / VARIABLE / AWAITING INVOICE

🔴 OVERDUE / UNKNOWN / NEEDS REVIEW / BLOCKER

🟣 PAID ON CARD / BANK NOT YET FUNDED

Exact wording can vary if there is a better structured approach, but the meaning must remain obvious.


DATA SOURCE / EVIDENCE

Every important number should have a source.

Examples:

• Raw bank transaction
• Raw card transaction
• Invoice
• Email
• Statement
• Loan agreement
• User-confirmed planning input
• Formula result

We want source/evidence retained in the system so somebody can trace why a number exists.

No unexplained hard-coded financial figures.


AUDIT TRAIL

If an expected bill changes, do not erase the old expectation.

Preserve:

• Planned date
• Planned amount
• Actual date
• Actual amount
• Variance
• Source
• Status

If a forecast is superseded, mark it superseded rather than silently rewriting history.


ERROR / FAILURE HANDLING

The system must fail visibly.

Examples:

• Bank feed stops updating
• Card feed stops updating
• Gmail automation fails
• Invoice cannot be parsed
• Duplicate suspected
• Transaction does not match
• API credentials expire

We want a DATA HEALTH area showing:

• Last bank sync
• Last card sync
• Last invoice sync
• Unmatched transactions
• Overdue scheduled payments
• Unknown dates
• Unknown amounts
• Automation errors

If a feed is stale, the dashboard must not continue to look healthy.


DUPLICATE PREVENTION

Every automated import needs duplicate control.

Bank/card transactions should use provider transaction IDs where available.

Invoices should use invoice identifiers and suitable secondary checks.

Automation reruns must be idempotent.

Running the automation twice must not create the same financial event twice.


SECURITY

This system handles sensitive financial information.

Please explain:

• How credentials will be stored
• What third-party services receive financial data
• What access you require
• Whether API keys are stored securely
• How access can be revoked
• Whether data leaves our Google environment
• What ongoing permissions are required

Do not request passwords through chat.

Official OAuth/API connections are preferred.


DOCUMENTATION

We do not want to become dependent on the developer forever.

Deliverables must include documentation explaining:

• System architecture
• What each automation does
• Data flow
• API connections
• Apps Script functions
• Make/Zapier/n8n scenarios if used
• Matching rules
• How to add a new recurring bill
• How to add a new loan
• How to add a new supplier
• How to change merchant matching
• How to troubleshoot failed syncs
• How duplicates are prevented
• How to reconnect expired credentials
• Monthly running costs

Code should be readable and documented.


TESTING / ACCEPTANCE CRITERIA

Before final delivery, we want proper testing using copies/test ranges before anything risky is deployed to the live financial control sheet.

We will test scenarios including:

• Scheduled bank payment appears → automatically PAID
• Scheduled amount differs from actual → actual replaces cash amount and variance is retained
• Payment date passes without payment → remains OVERDUE and protected
• Card purchase posts → supplier/expense recognised as card liability without reducing bank cash
• Bank later funds card → bank reduces without double-counting expense
• Invoice arrives → future commitment created
• Duplicate invoice reminder arrives → no duplicate commitment
• Unknown invoice → NEEDS REVIEW rather than guessed
• Variable interest posts → TBC replaced by actual
• Internal transfer → not treated as revenue/expense
• Processor payout net of fees → fees not deducted twice
• Bank feed fails → visible data-health warning
• Card feed fails → visible data-health warning
• Future recurring month rolls over correctly without manual rebuilding


TECHNOLOGY

Likely relevant skills include:

• Google Sheets
• Google Apps Script
• Google Sheets API
• Gmail API
• Make.com
• Zapier
• n8n
• REST APIs
• Webhooks
• Open Banking / financial feeds
• Financial transaction matching
• Data reconciliation

We prefer the simplest reliable architecture.

Do not introduce unnecessary monthly SaaS costs or complex infrastructure where Google Sheets/Apps Script or an existing provider can do the job reliably.


IMPORTANT WORKING PRINCIPLES

These are non-negotiable:

• Never assume missing financial data
• Bank actuals are cash truth
• Official statements/agreements are liability truth
• Actual replaces forecast once available
• Historical averages must not silently become contractual future commitments
• Internal transfers are not income or expense
• Loan advances are financing, not sales
• Card merchant charge and later card funding must never be double-counted
• Processor fees already netted from payouts must never be deducted twice
• An overdue unpaid obligation must never disappear because its date passed
• Variable interest and fees must remain visible even when the future amount is unknown
• Unknown means UNKNOWN

We would rather the automation stop and request review than make a financially dangerous assumption.


WHO WE ARE LOOKING FOR

We want somebody who thinks like a financial systems engineer, not simply someone who knows spreadsheet formulas.

You should be comfortable reasoning about:

• Cash versus P&L
• Credit card liabilities
• Loan principal versus interest
• Scheduled versus actual transactions
• Invoice lifecycle
• Bank reconciliation
• Double-count prevention
• Working-capital commitments
• Data integrity

You do not need to provide accounting or tax advice.

You do need to understand enough financial mechanics to avoid building incorrect automation.


WHEN APPLYING

Begin your proposal with:

CASH CONTROL

Then answer:

1. How would you approach this architecture without unnecessarily rebuilding the existing spreadsheet?

2. How would you automate an American Express transaction feed?

3. Would you first investigate whether the existing bank-data provider supports Amex/card connectivity?

4. How would you automate Gmail invoice intake?

5. How would you prevent duplicate invoices and duplicate transactions?

6. How would you design conservative automatic transaction matching?

7. How would you handle an overdue scheduled payment that cannot be found in the bank/card feed?

8. How would you treat a supplier purchase made on a credit card followed later by a bank transfer to the card?

9. How would you separate loan principal, interest and fees?

10. How would you identify recurring interest or fees management may otherwise forget?

11. How would the system alert us if a data feed stops updating?

12. What would you build using Apps Script versus external automation software and why?

13. What ongoing monthly software/API costs would your solution create?

14. Please provide examples of similar finance/reconciliation/Google Sheets systems you have built.

Please do not send a generic proposal.

We are NOT looking for someone to manually maintain a cash-flow spreadsheet every week.

The objective is to build rules and integrations so the system maintains itself as much as possible while escalating anything it cannot safely determine.

The end goal is that management opens the cash-flow dashboard and is never surprised by a forgotten repayment, interest debit, card liability, supplier payment, invoice, tax item or recurring expense.


UPWORK SKILLS

Google Sheets
Google Apps Script
API Integration
Automation
Gmail API
RESTful API
Make.com
Zapier
n8n
Financial Modeling
Financial Analysis
Data Integration
Data Automation
Data Reconciliation
Bank Reconciliation
Accounting Software
Workflow Automation
Webhook
Open Banking
Spreadsheet Automation
Google Workspace

We need someone to set us up two things in GohighLevel:
Our GHL set up, funnel, crm
A snapshot/subaccount we can use as a template to copy and paste selling a CRM to clients.

I need help creating an email funnel for a webinar that I'm doing October 7. I have the email copy all set, I just need help setting up the automation in activecampaign. Then I need help creating the landing page for the webinar sign up in either active campaign or Kajabi, and integrating it with the zoom webinar software through zapier.

Seeking a senior CRM integration specialist for a project-based role. You should have strong experience with CRM systems, webhooks, Zapier, and GoHighLevel. This role is for an independent contractor who can work autonomously and deliver reliable integration solutions. Please share a recent example of a webhook or CRM integration challenge you resolved. Ideal candidates are comfortable troubleshooting, debugging, and configuring custom integrations without close supervision.

We are building NXT LVL into a national, brokerage-grade real estate lead and referral platform. Think enterprise-level infrastructure—not a generic VA, marketing assistant, or training program.

I need a senior Real Estate CRM/RevOps Architect to personally design, build, test, and launch a scalable system using our existing:

* eXp Lofty/Chime for IDX, MLS, saved searches, lead capture, and agent routing
* GoHighLevel for database segmentation, AI conversations, SMS/email reactivation, pipelines, and automation
* n8n, APIs, webhooks, and Google Sheets as needed

The system must:

* Reactivate and organize a large multi-state homeowner, buyer, seller, and investor database
* Clean, deduplicate, segment, and assign contacts by state, market, lead type, and ownership
* Use AI to qualify leads, capture buyer/seller/investor information, score intent, and summarize conversations
* Route qualified leads to the correct investor, local agent, or referral partner
* Support approved-agent vetting, response standards, permissions, referral tracking, and agent accountability
* Prevent agents from viewing unrelated leads or the full database
* Track replies, qualified leads, appointments, handoffs, closings, referral revenue, and ROI
* Protect SMS/email deliverability with A2P 10DLC, DNC/STOP handling, suppression rules, duplicate control, and audit trails

This is a hands-on implementation role. I am not looking for strategy documents or weeks of training. I need someone who has already built real estate CRM systems and can implement a professional, repeatable model that can be cloned into additional states and markets.

We will begin with a paid architecture audit and a controlled 250–500-contact pilot. Full database access and national rollout will follow only after the pilot is tested and approved. The live system must remain protected while the new workflows are built in the background.

Required experience:

* Proven Lofty/Chime and GoHighLevel implementation
* Multi-agent, brokerage, ISA, or referral-network systems
* Multi-state lead routing and MLS/IDX workflows
* AI qualification and conversational automation
* CRM migration, deduplication, APIs, n8n, Zapier, or Make
* SMS/email deliverability and real estate compliance

Please do not send a generic marketing-services proposal.

To apply, provide:

1. The largest real estate database and team you have supported
2. The states, agents, or markets included
3. Specific Lofty/Chime and GoHighLevel systems you personally built
4. A 3–5 minute Loom showing an anonymized workflow, routing system, or dashboard
5. Your plan and fixed pricing for the audit, pilot, and full implementation

If you use subcontractors or a team, disclose that clearly. I need one accountable senior implementation lead for a long-term national build.

Hello, I run 3 businesses at once and need one person who can hold the whole thing together: calendar and inbox on one side, day-to-day admin in the middle, and systems and process on the other. Primarily, automations in GHL and n8n.

This is a long-term role, not a one-off task.

What you'll do:

Executive support

Calendar management, scheduling, rescheduling across time zones
Inbox management, email triage, drafting and replying on my behalf
Travel booking, itineraries, personal errands and reminders
Meeting prep, agendas, note-taking, follow-ups and action items
Gatekeeping to decide what reaches me and what doesn't

Admin support

Data entry, CRM cleanup, file and folder organisation
Document prep, reports, presentations, spreadsheets
Invoicing, expense tracking, basic bookkeeping support
Client communication, customer support, onboarding paperwork
Lead lists, research, transcription

Operations

Building and documenting SOPs so work doesn't live in my head
Project management in ClikcUp, tracking tasks, deadlines and owners across businesses
Workflow and automation setup, plus light CRM administration
Vendor and contractor coordination, hiring support, team check-ins
Weekly reporting on what moved and what's stuck

Tools you should know (or learn fast)
Google Workspace, Microsoft 365, Slack, Notion, Asana, ClickUp, Trello, Monday.com, Calendly, Zoom, Canva, Airtable, Zapier, Make, GoHighLevel, HubSpot, QuickBook.

What I'm looking for

4+ years as an executive assistant, virtual assistant, admin assistant or operations manager.
Strong written English and clear, proactive communication
Genuinely organised, please. You catch what I drop, not the other way round.
Comfortable with ambiguity and switching between businesses in the same hour.
Discreet with confidential information.
Overlap with my working hours, and reachable when something's urgent.

How to apply
Tell me: the businesses or executives you've supported, the tools you've actually used, your time zone and hours, and one example of a process you built or cleaned up.

We are looking for an experienced GoHighLevel (GHL) expert to work with us and our internal team on an ongoing basis.

We need someone who understands GHL beyond the basics and can help us build, manage, troubleshoot, and improve our CRM, funnels, workflows, automations, pipelines, campaigns, and client systems.

What you will be responsible for:
Building and managing GoHighLevel sub-accounts
Setting up and optimizing CRM pipelines and opportunities
Creating advanced workflows and automations
Setting up lead capture, forms, surveys, calendars, and appointment systems
Building and optimizing funnels and landing pages
Setting up email and SMS marketing automations
Managing lead nurturing and follow-up sequences
Connecting GHL with other platforms using native integrations, webhooks, Zapier/Make, APIs, etc.
Troubleshooting workflows, automations, integrations, and deliverability issues
Managing tags, custom fields, triggers, campaigns, pipelines, and opportunity stages
Helping our internal team understand how GHL systems work
Working directly with our team to implement new processes and improve existing systems
Auditing existing GHL setups and identifying problems or opportunities for improvement
Documenting systems and processes so our team can maintain them
Providing technical guidance when we are planning new funnels, campaigns, automations, or CRM processes
Who we are looking for:

We want a real GHL expert, not someone who has only completed a few basic GHL tasks.

You should have strong hands-on experience with GoHighLevel and be comfortable solving problems independently, while also communicating clearly with our internal team.

You should be able to take a requirement from our team, understand the desired outcome, recommend the best GHL solution, and then build and test it.

Important: This is intended to be an ongoing working relationship. You will be working closely with our internal team rather than simply completing one isolated project.

Please include examples of GHL systems, workflows, funnels, automations, or integrations you have personally built. We may ask qualified candidates to complete a small practical test or walk us through their previous GHL work during the interview.

When applying, please briefly explain:

How many years of hands-on GoHighLevel experience you have.
The most advanced GHL system you have built.
Your experience with workflows and complex automations.
Your experience with integrations, APIs, webhooks, Zapier, or Make.
Examples of GHL projects you have worked on.
Your availability and preferred working arrangement.

We are looking for someone who can become a trusted GHL technical partner to our team and grow with us over time.

ClimateDoor runs go-to-market campaigns for climate and energy companies: commercial solar installers, utility software, industrial B2B. We run 8-10+ client outbound programs at once, each with its own lists, sequences, CRM records, and weekly numbers.

The campaigns already run. What we need is someone who keeps them fed and clean: builds the lists, loads them properly, keeps HubSpot honest, and makes sure our SOPs actually work when a person follows them.

This is a support role, not a strategy role. We tell you what the ICP is. You build against it, and you tell us when the process is broken.

This starts as a 2-week paid trial with a scoped build. Ship it and we move to ongoing hours across more client accounts.

What you'll do
- Build target lists: source from Apollo and LinkedIn Sales Navigator, enrich, dedupe against HubSpot, verify emails, score against each client's ICP
- Load and launch lemlist campaigns: import leads, map custom variables, QA every step before it sends, watch it after it goes out
- Keep HubSpot clean: imports, deduping, contact and deal updates, property hygiene, activity logging
- Work inside Claude with HubSpot connected: pull lists, update records, draft the weekly client numbers, and build the prompts we reuse
- Pressure-test our SOPs: run each one exactly as written, find the step that breaks, rewrite it, keep the library current
- Pull weekly reporting per client: sent, reply rate, positive replies, meetings booked
- Flag problems before we notice: a list that is 40% invalid, a sequence that stopped, a client workspace nobody has touched in two weeks

What we need
- 2+ years in sales ops, lead generation, or RevOps support for a B2B team or agency
- Hands-on with at least one sequencer (lemlist, Instantly, Smartlead, or Apollo) and one CRM (HubSpot preferred)
- Fast and accurate in spreadsheets: dedupe, lookups, cleaning 5,000 rows without breaking the file
- You use Claude or ChatGPT in daily work, not only to write emails
- Written English strong enough to write an SOP another person can follow without asking you a question
- You follow a process exactly, and you say something when the process is wrong

Nice to have
- Clay, n8n, Make, or Zapier
- Agency experience across multiple client workspaces
- Climate, energy, solar, or industrial B2B exposure
- Simple dashboard work in Google Sheets or Looker Studio

The 2-week trial
- 10 working days, every hour paid at your agreed rate
- You get 2 live client accounts, tool access, our SOPs, and our current mess
- Build: 2 target lists of 300+ verified contacts against an ICP we give you, loaded into a lemlist campaign, QA'd and ready to send
- Plus: run one of our SOPs start to finish and send it back marked up with what was wrong
- Build out an SOP for a new process
- We review together at day 5 and day 10. No surprises at the end

To apply
- Send short written answers to the questions below, plus a 2 to 3 minute screen-recorded Loom showing one list you built or one campaign you loaded. Show the actual tool, not a slide.
- What tools do you use to build a list, and in what order?
- You are handed 4,000 rows from three sources. Walk us through how you get to a clean, deduped, verified list.
- A lemlist campaign is live and the reply rate is near zero after 400 sends. What are your first four checks?
- Tell us about a process document you rewrote. What was wrong with it?
- Your weekly hours available, time zone, and earliest start date.

Proposals without a Loom will not be reviewed. Generic proposals will be skipped.

We are a Canada-based startup building branded hiring platforms for Canadian professional associations and industry groups. We're small. it's just the two founders running product, sales, marketing, and everything in between and we need a right hand who can pick up whatever the business needs next.

This isn't a narrow role. One week you might be onboarding a new employer partner, the next you're cold calling a list of prospects, the next you're building a process that doesn't exist yet because we've never had time to write it down or do not know available. If you want exposure across an entire startup rather than staying in one lane, this is built for that.

What you'll do:

- Onboard new employer partners onto the platform — kickoff, setup, first-30-days support
- Run outreach campaigns to prospects we hand you (associations, employers, warm and cold lists)
- Manage our social media presence — scheduling, set up campaigns, content calendars, and posting across LinkedIn and Instagram
- Help design and run marketing campaigns end-to-end, not just execute individual posts
- Use AI tools and light automation (Zapier, Make, n8n, ChatGPT/Claude workflows, or similar) to cut out repetitive manual work wherever you spot it
- Help set up operational processes and documentation — turning "how the founders do it" into something repeatable
- Jump into whatever's the actual priority that week and help us figure out what that priority even is
- Keep things organized: trackers, checklists, follow-ups, the connective tissue that keeps a small team from dropping balls
- Hire contractors

What we need from you:

- Real experience in startup operations, or a similarly scrappy generalist role where you saw how startups were built and grew
- Comfortable on the phone , email and outreach are part of this, not an edge case
- A doer and an organizer: someone who builds the checklist rather than waits for one
- Clear written and verbal communication — you'll represent us directly to partners and prospects
- Genuinely good with ambiguity and shifting priorities; a startup at this stage doesn't hand you a stable lane

Nice to have:
- Experience in job board, hr tech
- Dont mind cold calling
- Experience with Apollo.io or similar outreach tools
- Some experience dealing with Canadian nonprofits, associations, or membership organizations, career services, employment servuces
- Some exposure to process documentation or light project management

This is a direct working relationship with the founders, not a role buried under layers of management. Start part-time with real room to grow into more as we scale.

Appreciate low rate in the begining to ensure fit if possible

I’m looking for a freelancer to optimize my LinkedIn profile end to end for lead generation. suggest me banners, content, etc. My niche is GHL and AI automations, including tools like n8n and Zapier. I want a complete refresh that helps attract qualified prospects and improve visibility. The right freelancer should be able to refine my profile, improve messaging, and support a strategy that turns LinkedIn into a stronger lead generation channel.

**Title:**
Thinkific Expert Needed – Arabic Speaker | Subscription Setup, Automation & Optimization

**Job Description:**

I am looking for an experienced **Thinkific specialist who speaks Arabic** to help me fully set up, activate, and optimize my existing Thinkific website.

The platform is already created, and the content/business concept is ready. I need someone who can review the current setup, complete the technical configuration, improve the customer journey, and recommend the best way to automate the platform.

The business is an Arabic financial education subscription program targeting women in Saudi Arabia.

The freelancer should be comfortable working with Arabic content and understand how subscription-based online learning businesses operate.

**Scope of work may include:**

* Review the current Thinkific website and identify missing or incomplete setup
* Configure the subscription/membership model
* Set up monthly recurring payments
* Configure free trial or promotional offers
* Set up course/content release structure
* Configure student registration and onboarding
* Set up automated welcome emails and subscriber communication
* Set up payment confirmation and subscription notifications
* Configure integrations and automation where needed
* Recommend tools such as Zapier, Make, email marketing platforms, or CRM integrations if useful
* Improve the customer journey from landing page → registration → payment → accessing content
* Review the Arabic user experience
* Test the full subscriber journey before launch
* Recommend additional ideas to improve automation, retention, and user experience

I am also looking for someone who can **proactively suggest improvements**, not only follow instructions. I would appreciate recommendations on how to make the platform easier to manage and more automated.

**Required:**
Arabic speaking is essential.
Strong experience with Thinkific.
Experience with subscriptions/memberships and online courses.
Experience with automation and integrations.
Good understanding of payment and customer onboarding flows.

Please include examples of Thinkific websites or membership platforms you have previously worked on and briefly explain what you configured.

I prefer to start with a complete review of the existing platform, followed by a clear list of recommended improvements and implementation.