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We are looking for a HubSpot CRM specialist to help us organize and optimize our CRM for future sales and marketing activities.

The project involves importing contact data from spreadsheets into HubSpot, organizing and standardizing contact properties, creating segmented lists, identifying and merging duplicate records, and setting up basic automation workflows for follow-up activities.

We need someone with strong HubSpot experience who understands CRM organization, data management, contact segmentation, workflow automation, and CRM best practices. Attention to detail is important to ensure our database is accurate, well-structured, and easy to manage.

This project is focused on building a clean and efficient CRM foundation. Successful completion may lead to additional work involving CRM optimization, marketing automation, sales process improvements, reporting dashboards, and workflow enhancements.

Ideal candidates should have experience with HubSpot CRM administration, contact management, CRM implementation, workflow automation, lead organization, and database cleanup.

I think this is one of the most important things we can do. The quality of the job description will determine the quality of the person you hire.

I would also not tell them to “build me a Notion workspace.” I’d tell them to build a Stewart Operating System.

Stewart Operating System (SOS) – Notion Expert Needed

Overview

I am looking for an experienced Notion consultant/systems designer to build a custom personal operating system that serves as the headquarters for my life and my family.

This is NOT a request for a generic Notion template.

I want someone who can understand how I live, ask thoughtful questions, design workflows, and build a clean, scalable system that I will use for years.

The goal is to reduce mental load, eliminate decision fatigue, and create a central hub for my family, business, finances, trading, and personal growth.

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About Me

I currently manage:

* Two full-time remote Senior Financial Analyst positions
* A growing event venue business with my wife
* Active futures trading
* A new marriage
* Home ownership
* Health and fitness goals
* Personal faith and growth

I already use:

* Motion (daily task management)
* YNAB (budgeting)
* Google Calendar
* Gmail

Notion should become my knowledge base and family headquarters—not my daily task manager.

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Project Goal

Build a highly organized, visually clean, easy-to-maintain Notion workspace that acts as the central operating system for my life.

The system should be designed around workflows rather than aesthetics.

I value simplicity over complexity.

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Major Areas

Family Headquarters

* Shared dashboard for my wife and me
* Honey-do list
* Weekly family meeting workspace
* Family goals
* Date ideas
* Future family planning
* Important documents

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Home Management

* Maintenance schedule
* Projects
* Shopping lists
* Appliance manuals
* Warranty tracking
* Home improvements

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Trading Headquarters

* Trading playbook
* Rules
* Daily checklist
* Trade journal
* Screenshot library
* Mistake tracker
* Weekly review
* Performance dashboard

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Career

* Meeting notes
* Project organization
* SOPs
* Professional development
* Reference materials

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Event Venue Business

* SOPs
* Inventory
* Employees
* Marketing ideas
* Improvement projects
* Event planning resources

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Health

* Weight tracking
* Workout plans
* Medical records
* Supplements
* Goals
* Progress dashboard

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Faith

* Prayer journal
* Bible study notes
* Sermon notes
* Gratitude journal

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Finance Dashboard

This should complement YNAB rather than replace it.

Examples:

* Financial goals
* Net worth tracking
* Insurance
* Tax documents
* Investments
* Long-term planning

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Design Requirements

The workspace should be:

* Fast
* Mobile friendly
* Minimalist
* Easy to maintain
* Highly searchable
* Scalable for many years

Avoid unnecessary databases or overly complicated automations.

⸻

Collaboration Process

I want someone who will:

* Interview me about my workflows
* Understand how I actually operate
* Recommend improvements
* Build the system
* Iterate based on feedback
* Teach me how to maintain it

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Bonus Skills

Experience with:

* Notion AI
* Make.com
* Zapier
* Google Workspace integrations
* Motion integration (if possible)
* API-based automations

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Deliverables

* Complete Notion workspace
* Documentation
* Training session
* One to two weeks of post-build revisions

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Ideal Freelancer

I’m looking for someone who thinks like a systems architect—not just a Notion designer.

If you’ve built life operating systems, executive dashboards, or business operating systems before, please include examples and explain your design philosophy.

One thing I’d add to this project that most clients don’t do is a Discovery Session. I would pay someone for 2–3 hours just to interview you before they build anything. That interview should map how you actually make decisions, where information lives today, and what causes friction. A better understanding up front is likely to save many hours of rebuilding later.

My role will be to review their proposed architecture with you before they start building, so we can catch complexity early and keep the system aligned with the vision for your Stewart Operating System.

SocialMe – a leading company in e-commerce & digital marketing – is looking for a highly capable Digital Marketer – Project Manager to take full ownership of our digital projects.

This role combines performance marketing, team coordination, and client communication, while also integrating modern content strategies, including AI video production (Greek UGC & general AI videos) for high-performing ad campaigns.

You will be responsible for planning, executing, optimizing, and scaling campaigns across multiple platforms, while managing internal teams and communicating directly with high-value clients in Greece and internationally.

If you are someone who can think strategically, act fast, manage pressure, and deliver results, we want to hear from you.

Portfolio, LinkedIn profile are required.
Employment Type: Full-time/Part-time (long-term collaboration)

Requirements
- 5+ years of experience in Digital Marketing & Project Management
- Proven case studies in Facebook Ads, Google Ads & TikTok Ads
- Strong understanding of campaign strategy, optimization & scaling
- Hands-on experience with SEO & SEM
- 2+ years of copywriting experience (Greek & English)
- Experience in AI video creation (Greek UGC & general AI video production)
- Familiarity with AI tools for video generation (avatars, lip sync, product videos, short-form content, etc.)
- Basic video editing skills (cutting, captions, simple transitions, ad formats)
- Ability to quickly learn and adapt to new tools and workflows
- Excellent written and spoken English
- Strong communication, organization, and problem-solving skills
- Ability to take ownership, handle pressure, and manage multiple projects
- Experience leading, training, or coordinating a team

Tools & Platforms
- Facebook Business Manager, Google Ads, Google Analytics, Tag Manager
- Word, Excel (functions), PowerPoint
- Photoshop, Illustrator, Canva, Adobe PDF Editor
- AI Tools (e.g. OpenAI, Runway, Kling, Seedance and other AI video generation tools)
- Automations (Zapier, Make)
- Email Marketing (Mailerlite, MailPoet, Mailchimp)

If you believe you are a strong fit for this role, send us your portfolio and relevant experience. We are looking for long-term collaborators who want to grow with us.

I want someone to edit my existing Google Data Studio to track all analytics but mainly where call-back requests come from i.e. Facebook organic or Instagram Paid Ads etc. (See images this page is already set up it just needs a little editing)

The callback submissions come via a Kababi callback submission form on a Kajabi page.

I also want this to tag each customer in our Kajabi platform so we know that "Joe Bloggs booked a call-back and came from Facebook Ad campaign ABC"

We use Zapier also.

HUBSPOT CRM DASHBOARDS

Please review and ensure you have an expert level of capability to execute on these Hubspot dashboards and the associated works.

Scope of Works — HubSpot Dashboard Suite
Project summary, required skillset, systems, and a per-dashboard breakdown for an external HubSpot implementation partner.

Project overview
The Client is a consulting firm operating from Australia with a team of around 15 consultants. We are implementing a suite of seven advanced dashboards in HubSpot, which is our CRM and single system of record.
HubSpot is the centre of this project. All seven dashboards are built and run inside HubSpot. HubSpot also integrates with Monday.com (project delivery), MYOB (finance/invoicing) and Keep (LinkedIn job-change alerts), but those systems feed data into HubSpot — the dashboards themselves are built natively using HubSpot's report and dashboard builder.
The design work is complete: every dashboard has been mocked up and a comprehensive implementation guide has been prepared with report-by-report specifications, a data model, field mappings and branding. We are now engaging an external implementation partner to configure the HubSpot portal and build the dashboards to specification — covering foundations, integrations, data migration, the dashboard build, testing, training and handover.
Skillset & experience required
This is primarily a HubSpot engagement. The ideal partner is a certified HubSpot specialist or Solutions Partner with demonstrable experience delivering complex, multi-hub builds. Specifically we require:
• Certified HubSpot expertise — hands-on administration across Sales Hub (Enterprise), Marketing Hub (Professional), Service Hub and Operations Hub. HubSpot Solutions Partner accreditation strongly preferred.
• HubSpot reporting & dashboards — deep experience with the custom report builder, building dashboards from scratch (this project is roughly 55 reports across 7 dashboards), single and multi-object reports, and configuring native drill-through and dashboard filters.
• HubSpot data architecture — designing custom objects, custom properties, deal pipelines and stages, lifecycle stages, and record associations.
• Operations Hub — calculated properties, workflows, data-quality automation and programmable automation for derived metrics (weighted pipeline, DSO, margin, net revenue retention).
• Integration experience — connecting HubSpot to third-party systems: Monday.com (the native connector is unavailable on Monday's Australian server, so middleware or custom API experience is needed), an accounting platform (MYOB via a connector such as Commercient SYNC), HubSpot forms, the tracking code, and apps such as Keep.
• Data migration — importing, mapping and de-duplicating contacts, companies and deals into HubSpot, and establishing data-governance rules.
• Permissions & teams — designing role-based access so each consultant sees their own book while leadership sees firm-wide and financial views.
• Desirable — professional-services or consulting client experience, and familiarity with the Australian market (GST, MYOB, AUD).
Systems & apps involved
• HubSpot (primary) — CRM and system of record; all dashboards are built here. Editions: Sales Hub Enterprise, Marketing Hub Professional, Service Hub Professional (NPS surveys), Operations Hub Professional (calculated fields).
• Monday.com — project delivery (RAG status, milestones, progress, utilisation hours); two-way sync into HubSpot deals via middleware (Unito / Make / Zapier) or custom API.
• MYOB — finance and invoicing master; invoices, payments and credits sync into a HubSpot Invoice custom object via a connector.
• Keep (KeepSync) — LinkedIn job-change alerts that power the Movers feature on the Consultant Dashboard.
• Websites — maximus.com.au and valuemakers.com.au; HubSpot forms for lead capture and the HubSpot tracking code for website traffic analytics.

The seven dashboards (we will supply these) — functions required
1 · Executive Overview (HubSpot · Monday.com · MYOB)
• Contracted revenue (YTD and next FY), collected revenue and close-won KPIs
• Pipeline by stage, key metrics, lead sources and forecast
• Recent leads (last 14 days) and allocation; team performance including utilisation (from Monday.com) and NPS (from Service Hub)
2 · Sales Pipeline (HubSpot native)
• KPIs: total open value, weighted pipeline, win rate, average cycle time
• Stage distribution across the six Maximus sales stages
• Open, won, at-risk and lost deal tables, including loss review
3 · Marketing (HubSpot native)
• Members and retention; marketing-sourced pipeline with Closed/Won year-to-date
• Website traffic via HubSpot analytics (both domains); website leads; top content
• Email / EDM performance: sends, open rate, click-through, responses, unsubscribes
4 · Engagements (HubSpot & Monday.com) (Monday.com → HubSpot)
• RAG status, progress percentage and milestones, synced from Monday.com
• Projects in delivery and upcoming projects; engagement margin; client NPS
5 · Consultant Dashboard (HubSpot · MYOB · Keep)
• Personal view (filtered to Owner = me): contacts, accounts, dormant contacts, outbound pursuits
• Quick actions (seven tiles) and a My Upcoming & Overdue list of tasks, meetings and appointments
• My deals; Movers · new roles (from Keep); personal billing and revenue forecast
6 · Invoicing · Executive View (MYOB → HubSpot)
• KPIs: invoiced, collected, outstanding, overdue, pending and credit-in-advance
• Receivables aging; invoicing by consultant; outstanding & overdue invoices
• Credit-in-advance ledger; collection health (DSO, collection rate)
7 · Account Management & Expansion (HubSpot · MYOB)
• KPIs: active accounts, account revenue, net revenue retention, expansion pipeline, at-risk accounts
• Key accounts health and value; expansion opportunities (upsell / cross-sell)
• Whitespace service coverage; renewals (next 90 days); net revenue retention breakdown
Delivery notes & commentary
• Native build: all dashboards are assembled in HubSpot's report builder through the interface — reports and dashboards cannot be created via the API, though foundations (pipeline, custom objects, properties) can be scripted. Drill-through to underlying records is HubSpot's native behaviour.
• System of record: HubSpot owns commercial data, Monday.com owns delivery data, and MYOB owns financial data. Integrations write into HubSpot reporting properties; the master system always wins.
• Calculated fields: weighted pipeline, % to target, DSO, engagement margin, net revenue retention, and 'pending invoicing' (work complete in Monday.com but not yet invoiced in MYOB) — built in Operations Hub.
• Permissions: each consultant sees their own book via the Consultant Dashboard; leadership and operations see firm-wide views including all financial dashboards.
• Scope of works: portal foundations; Monday.com and MYOB integrations; website forms, tracking code, Keep and NPS; data migration and de-duplication; build of all seven dashboards (~55 reports); calculated fields; UAT, training and 60–90 days of post-go-live support.
• Commercials: fixed fee preferred (itemised by phase); software licences and connectors to be quoted separately. Australian conventions throughout (AUD, GST, Australian English).
• Assets provided: full-resolution dashboard mockups, an interactive HTML mockup, and a comprehensive implementation guide. All company and contact names in the mockups are fictional.

Although this is the initial phase, we would likely expect this could extend into a broader, more extensive engagement.

Assalam Alaikum,

I need an Expert-Vetted AI Automation developer for my project.

*What I need done:*
1. Build an AI-powered automation workflow using Python/Zapier/Node.js
2. Connect APIs to automate repetitive tasks
3. Optimize workflow for speed and accuracy
4. Provide clean, documented code + short video explanation

*What I expect from you:*
- Expert level in Python, APIs, Zapier, n8n
- 100% Job Success record like yours
- Fast communication, daily updates
- Clean code that I can scale later

We are seeking a Twilio expert to assist in getting an A2P 10DLC campaign approved for our health app. The ideal candidate will have experience with Twilio and A2P 10DLC campaigns, ensuring compliance with relevant regulations. Application is already developed. Responsibilities ensuring all necessary documentation is in order, and coordinating with Twilio to achieve approval. This is a part-time role with a short-term engagement.

We’re a multi-state wedding photography and videography company looking for an experienced Marketing Operations Specialist to help stabilize and improve our lead flow across multiple markets.

This is not just an ads role. We need someone who understands the full client journey:

Meta/TikTok ads → landing pages → website forms → CRM → automations → email sequences → booked calls/leads

We are looking for someone who can help audit what is currently happening, identify weak points in the funnel, and fix issues quickly and accurately.

This will be ongoing work. Some weeks may require more time than others, but we expect around 10–30 hours per week to start.

⸻

What You’ll Be Doing

Meta Ads / Facebook & Instagram

We need someone experienced in Meta Ads Manager who can help with campaign performance, structure, troubleshooting, and lead quality.

Responsibilities may include:

* Reviewing and optimizing current Meta campaigns
* Monitoring performance by state/market
* Improving lead quality, not just lead volume
* Reviewing campaign objectives, campaign structure, placements, audiences, retargeting, and lookalike opportunities
* Troubleshooting tracking, delivery, rejected ads, or sudden performance drops
* Providing clear weekly reporting with insights and next steps
* Helping stabilize lead flow after recent account and campaign changes

⸻

TikTok Ads

We are also running TikTok ads and need someone comfortable managing and improving campaigns on that platform.

Responsibilities may include:

* Reviewing current TikTok campaign setup
* Monitoring lead volume, lead quality, and cost per lead
* Helping test new creatives and captions
* Troubleshooting tracking or pixel issues
* Making sure campaigns are targeting the correct states/markets
* Identifying which creatives are worth scaling, pausing, or replacing

⸻

Website & Landing Page Updates

Our websites are currently on multiple platforms, including WordPress and GoHighLevel.

You should be able to:

* Update pages, links, forms, and state-specific information
* Fix broken buttons, outdated links, or incorrect form connections
* Make sure each state/location has the correct lead flow
* Improve user experience and conversion rate
* Make sure website forms are sending leads to the right place

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CRM, Lead Routing & Automations

We use HoneyBook and other tools, and need help making sure leads are being routed and followed up with correctly.

Responsibilities may include:

* Reviewing and fixing automations
* Making sure the correct initial emails go to the correct state/location
* Cleaning up lead routing, tagging, and pipelines
* Making sure website forms connect properly to the CRM
* Improving the flow from inquiry to follow-up
* Helping identify why certain leads may be receiving the wrong communication or landing in the wrong place

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Tracking, Attribution & Funnel Troubleshooting

We need someone who can look at the full funnel and diagnose issues instead of only looking at ad results.

This may include:

* Troubleshooting Meta pixel, TikTok pixel, UTM tracking, forms, and conversion events
* Reviewing whether leads are being attributed correctly
* Checking the connection between ads, landing pages, forms, CRM, and email follow-ups
* Helping tighten targeting so leads are coming from the correct states/markets
* Identifying where qualified leads may be dropping off

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Who We’re Looking For

A strong candidate will have experience with:

* Meta Ads Manager
* TikTok Ads Manager
* WordPress
* GoHighLevel
* HoneyBook or similar CRMs
* Lead routing and automations
* Funnel audits and troubleshooting
* Local service businesses
* Multi-location or multi-state campaigns

Wedding, photography, videography, or event industry experience is a huge plus, but not required.

⸻

You Are

* Extremely detail-oriented
* Fast and responsive
* Proactive
* Organized
* A clear communicator
* Comfortable diagnosing issues quickly
* Able to take ownership of fixing what is broken
* Comfortable working across ads, websites, CRM, and automations

We do not want someone who only waits for tasks. We need someone who can look at the full funnel, spot issues, and recommend solutions.

⸻

Current Areas We Need Help With

Some of the current priorities include:

* Stabilizing Meta lead flow across multiple states
* Reviewing current Meta campaign structure and performance
* Managing and improving TikTok ad campaigns
* Improving lead quality from paid ads
* Reviewing tracking and attribution across Meta, TikTok, websites, and CRM
* Making sure forms are routing leads correctly
* Cleaning up state-specific automations and initial emails
* Improving the overall inquiry-to-follow-up process
* Making sure campaigns are targeting the correct markets

⸻

Ideal Experience

Bonus points if you have experience with:

* Wedding photographers, videographers, venues, or event-based businesses
* Multi-location service businesses
* Lead qualification
* Landing page conversion improvements
* Retargeting and lookalike audiences
* Email sequence improvements
* CRM cleanup and automation audits

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Hours & Compensation

* 10–30 hours per week to start
* Long-term ongoing work if it’s a good fit
* Competitive hourly rate based on experience
* Flexible schedule, but responsiveness is very important
* We need someone who can move quickly and communicate clearly

⸻

To Apply, Please Include:

1. A brief summary of your experience with Meta ads, TikTok ads, CRMs, automations, and website funnels
2. Examples of campaigns, funnels, or lead flow systems you’ve managed
3. One specific issue you recently solved involving ads, tracking, CRM, forms, or automations
4. Your hourly rate
5. Your availability and how soon you can start
6. Which tools you are most comfortable working in: Meta Ads, TikTok Ads, WordPress, GoHighLevel, HoneyBook, Zapier, etc.

⸻

Why This Role Matters

Our business depends on consistent and accurate lead flow. When ads, websites, forms, automations, tracking, or CRM routing are not working properly, it impacts sales, customer experience, and the photographers and videographers we work with across multiple states.

We need someone who understands the importance of accuracy, responsiveness, and consistency — and who can help us keep our marketing systems working properly

I need a developer to refine and enhance my custom Google AppSheet CRM for my Enhanced Care Management (ECM) business, which serves underserved communities. The app is currently rough and needs improvement to better support our operations. I’m looking for someone who can improve the user experience, add necessary features, and ensure the app runs smoothly for our team. This is a small, part-time project for someone who can work independently and communicate clearly.

Hi,

I'm looking to build a very simple lead management system and wanted to understand if this is within your skillset and what the estimated cost would be.

The system only needs the following:

Lead Name
Phone Number
Email Address
Referral Source (who sent the lead)
Assigned Manager
Notes Section

Ideally, I'd like a clean interface with the ability to add, edit, search and manage leads. Nothing overly complex.

Can you let me know:

The platform/framework you'd recommend.
Estimated build time.
Approximate cost.
Whether it can be hosted online and accessed by multiple users.

Thanks.

We're building a Zapier automation that sends incoming job applicant resumes to the Claude API for screening. The flow is: new application comes in via Lever (our ATS) → pull the candidate's resume PDF → send it to Claude for evaluation → take action based on the result.

The person we hire needs to be comfortable calling Lever's REST API inside Zapier (webhook or code step) to retrieve the resume file, base64-encode it, and send it to the Anthropic Messages API.

AI Automation Specialist (Contractor Industry)

Position Overview

We are building a fast-growing AI automation company that serves contractors (HVAC, plumbing, roofing, electrical, remodeling, concrete, landscaping, etc.). We are looking for an experienced AI Automation Specialist to design, build, and maintain AI-powered systems that help our clients capture leads, answer calls, book appointments, and automate customer communication.

Our business model consists of a one-time setup fee plus recurring monthly management and optimization.

⸻

Responsibilities

AI Voice & Call Automation

* Build AI voice agents capable of:
* Answering inbound calls.
* Qualifying leads.
* Booking appointments.
* Answering frequently asked questions.
* Handling missed calls and after-hours calls.
* Transferring urgent calls to team members when needed.

SMS & Customer Communication

* Create automated SMS workflows.
* Send appointment reminders and confirmations.
* Build missed-call text back systems.
* Create review request sequences.
* Build lead nurturing campaigns.
* Re-engage old leads and inactive customers.

CRM & Integrations

* Set up and customize CRM systems.
* Integrate with:
* GoHighLevel
* Twilio
* OpenAI
* Vapi
* ElevenLabs
* Google Calendar
* Calendly
* Zapier
* Stripe
* Build API integrations and automation workflows.

AI Chatbots & Customer Support

* Create AI chatbots for websites and messaging platforms.
* Train bots to answer common customer questions.
* Develop workflows that improve response times and lead conversion.

Maintenance & Optimization

* Monitor AI systems and troubleshoot issues.
* Continuously improve prompts, workflows, and customer experiences.
* Update automations based on client requests.
* Ensure high uptime and reliability.
* Recommend and implement new AI features and tools.

⸻

Required Skills

* Experience building AI voice agents and chatbots.
* Familiarity with GoHighLevel, Twilio, OpenAI, Vapi, ElevenLabs, and Zapier.
* Strong understanding of API integrations and workflow automation.
* Experience with SMS campaigns and appointment scheduling systems.
* Ability to troubleshoot and optimize AI systems.
* Strong communication skills and attention to detail.

⸻

Nice to Have

* Experience working with contractor businesses.
* Knowledge of sales funnels and lead generation.
* Experience with reputation management and review automation.
* Familiarity with CRM systems and pipeline management.

⸻

Compensation

* Project-based or hourly.
* Long-term opportunity with room for growth.
* Opportunity to become a lead developer as the company scales.

⸻

About Us

We are building a leading AI automation company focused on helping contractors increase revenue and improve customer experience. Our systems answer calls, book appointments, follow up with leads, and automate customer communication. We charge a one-time setup fee plus monthly recurring management and optimization fees, creating long-term relationships with our clients.

# AI-Powered Sales Chatbot for a Mental Math Academy

I am looking for a freelancer to build an intelligent AI chatbot for a children's Mental Math Academy that works on both WhatsApp and Instagram.

## Requirements

### 1. Automated Responses

* Answer inquiries about courses automatically.
* Explain programs, pricing, schedules, and age groups.
* Provide course details in a friendly and professional manner.

### 2. Lead Information Collection

Collect and store the following information:

* Child's Name
* Age
* School Grade
* Parent's Phone Number
* Course Type (Online / In-Person)
* Location
* Registration Status:

* Interested
* Waiting for Payment
* Paid
* Not Suitable

### 3. Sales & Enrollment

* Use persuasive and friendly sales conversations.
* Handle common questions and objections.
* Help convert inquiries into enrollments.
* Send payment links or bank transfer instructions.

### 4. CRM / Database Integration

Automatically save all leads to Google Sheets, Airtable, or any suitable CRM.

For each lead, I want to track:

* Customer information
* Conversation summary
* Customer needs
* Objections (if any)
* Follow-up requirements
* Enrollment status
* Whether the sale was closed successfully

### 5. Notifications

Notify the academy administration when:

* A serious lead is identified.
* A payment is confirmed.
* A customer requires manual follow-up.

### 6. Easy Management

* Ability to edit chatbot messages and workflows easily in the future.
* User-friendly dashboard for managing leads and conversations.

### 7. Platform Integration

The chatbot should work with:

* WhatsApp Business
* Instagram Direct Messages (DM)

### Preferred Technologies

* ManyChat
* WhatsApp API
* Make (Integromat)
* Zapier
* Google Sheets
* Airtable
* Any suitable AI solution

## Important

I want the first version to be simple, cost-effective, and easy to manage, while remaining scalable for future enhancements.

Preference will be given to freelancers who already have a working chatbot solution and can customize it for my academy rather than building everything from scratch.

Please provide:

* Similar projects you have completed.
* Recommended technology stack.
* Estimated timeline.
* Total project cost.

Skills: Airtable, Chatbot, ChatGPT, AI Text-to-speech, AI Chatbot Development, AI Content Creation, AI Writing, Chatbot Integration, AI Development, AI Agents

•HubSpot CRM setup, pipeline automation, and email sequences done end to end
•Airtable database design, relational structures, and automated workflows
•Softr client portals built on top of Airtable for clean client-facing access

We are seeking an AI automation expert to build and optimize business processes. The ideal candidate will have experience in AI and automation technologies and be able to improve business efficiency through innovative solutions.

CPG Systems Architect — CRM, Operations & AI Automation

Blowze, a growing consumer packaged goods brand selling through major retailers, distributors, ecommerce, and direct accounts, is looking for an experienced CPG Systems Architect to help us design and implement the operational systems needed to scale.

This is not simply a CRM setup project. We need someone who can understand how information moves across a CPG business—from retailer and distributor opportunities through purchase orders, production, inventory, fulfillment, deductions, reorders, and account management—and build a connected, practical system around those workflows.

What You’ll Do
Evaluate our current sales, production, inventory, fulfillment, retailer, and distributor workflows.
Recommend and configure the right CRM structure for Blowze.
Create pipelines for retailers, distributors, brokers, ecommerce partners, licensing opportunities, and other accounts.
Connect the CRM with relevant tools used for email, project management, inventory, EDI, ecommerce, accounting, and reporting.
Establish a reliable system for tracking:
Retailer and distributor opportunities
Contacts, buyers, brokers, and decision-makers
Samples, follow-ups, meetings, and next actions
Purchase orders and delivery deadlines
Production runs and available inventory
Retailer onboarding requirements
Reorders, sell-through data, deductions, and chargebacks
Contracts, documents, pricing, and account history
Develop dashboards and management reporting.
Automate repetitive processes, alerts, task creation, data entry, and follow-up.
Identify practical ways to use AI across sales, operations, reporting, document processing, and internal knowledge.
Document the completed system and train our team to use it consistently.
Ideal Background

We are especially interested in someone who has worked directly with a CPG brand, manufacturer, distributor, broker, or retail operations team.

Strong candidates should have experience with several of the following:

CRM architecture and implementation
CPG sales and retail account management
Retail purchase orders and fulfillment workflows
Distributor and broker management
Inventory, production, and demand planning
EDI and retailer onboarding
Ecommerce and Shopify
Accounting or ERP integrations
Project management systems
AI tools and business process automation
Zapier, Make, APIs, or similar integration platforms
Building dashboards, SOPs, and scalable operating systems

Experience with platforms such as HubSpot, Salesforce, Zoho, Monday.com, Airtable, NetSuite, Cin7, QuickBooks, Shopify, SPS Commerce, or comparable systems is helpful. We are not committed to a particular CRM and want someone who can recommend the right architecture rather than forcing us into their preferred platform.

What We Are Looking For
Someone who thinks like a systems architect, not just a software administrator.
Strong understanding of how CPG companies operate.
Ability to simplify complicated workflows without overbuilding.
Comfortable working with a growing company where some processes are still being established.
Able to identify gaps, ask the right questions, and take ownership of implementation.
Strong written communication and documentation skills.
Hands-on experience implementing systems—not only creating recommendations.
Initial Project

The first phase will likely include:

Reviewing our existing tools and workflows.
Mapping our sales and operational processes.
Recommending the technology stack and CRM structure.
Building the first version of the system.
Connecting key platforms and automations.
Creating dashboards, documentation, and team training.

This may develop into an ongoing role helping us improve and manage the system as Blowze grows.

To Apply

Please include:

Your specific experience working with CPG brands.
Examples of CRM or operational systems you have designed.
The platforms and automation tools you know best.
Your experience with retail, distributors, EDI, inventory, or production workflows.
Examples of how you have incorporated AI into business operations.
A brief explanation of how you would approach the first 30 days of this project.

Please begin your application with the words “CPG SYSTEMS” so we know you read the full description.

We are seeking a lead implementation partner to help launch CollaborativeNP Medical Staffing Solutions, a nurse practitioner-focused healthcare staffing platform for locum tenens, locum-to-permanent, and permanent placement.

This is not just a basic website project. We need someone who can help design and implement the Phase 1 launch system, including a professional public website, mobile-first NP onboarding funnel, hospital staffing request form, Crelate ATS/CRM setup or integration, candidate/client/job pipelines, document upload workflow, basic credentialing checklist, simple automations, and training.

The goal is to create a clean, professional system where nurse practitioners can apply online, hospitals can submit staffing requests, and all candidate/client/job data can be managed through Crelate while we manually vet and match providers behind the scenes.

Preferred experience includes healthcare staffing, recruiting platforms, ATS/CRM implementation, no-code/low-code app development, workflow automation, candidate onboarding, document collection, and data privacy/security.

Possible tools may include Crelate, Webflow, Wix Studio, GoDaddy, Base44, Bubble, Softr, Airtable, Jotform, Fillout, Zapier, Make, DocuSign, QuickBooks, and/or Stripe. We are open to recommendations from the right implementation partner.

The ideal candidate should be able to:

* Map the full NP and hospital workflow
* Recommend the best tool stack for Phase 1
* Build or coordinate the website and onboarding flow
* Configure or integrate Crelate
* Set up NP, client, and job order pipelines
* Create document upload and credential tracking workflows
* Set up basic email notifications and automations
* Test the system before launch
* Provide training, documentation, and post-launch support

This will be a phased project. We do not want to build a full custom marketplace immediately. We want a practical launch system that can scale over time.

• Describe your recent experience with similar projects
• Please list any certifications related to this project
• Include a link to your GitHub profile and/or website
• What frameworks have you worked with?
• Describe your approach to testing and improving QA

Location: Remote, must be based in the US or Canada
Type: Full-time
Budget: $60,000–$70,000 CAD/year (based on experience)

About Us

We build AI employees that call, text, email, and close the loop in the CRM. We help businesses sell, follow up, and scale on autopilot. Our clients rely on us to build AI that actually feels human. We're a lean startup moving fast, and this role works directly with the founder.

(Company name withheld for now — happy to share once we connect.)

About the Role

You won't just "build automations." You'll build AI systems that directly drive revenue for real businesses.

This role sits at the intersection of workflow automation, prompt design, sales psychology, CRM integrations, and client-facing problem solving. You'll be building, iterating, debugging, and speaking directly with clients. If something breaks, you fix it. If performance drops, you improve it.

This is a full-time role. We need someone who wants to grow with us long-term, not a side gig.

What You'll Do


Build and deploy AI agents that call, text, and email leads on behalf of clients
Connect those agents to CRMs like GoHighLevel, HubSpot, Zoho, and Salesforce via APIs, webhooks, and Zapier
Write prompts and scripts that make our AI sound like a top-performing human, not a bot
Handle client onboarding and support directly — you'll be client-facing, not just building behind the scenes
Troubleshoot, iterate, and improve automations based on real performance data


Requirements (No Exceptions)


Hands-on experience with GoHighLevel, n8n, Make, Zapier, or similar automation platforms
Ability to read API docs, work with webhooks, and troubleshoot JSON
Strong written and verbal communication skills — you will be put in front of clients
Based in the US or Canada, native English speaker
Social intelligence and the ability to write AI prompts that feel natural and persuasive


Strongly Preferred


Experience building AI voice agents
Familiarity with AI sales workflows, outbound calling, SMS sequences, and follow-up automation
Prompt engineering experience, especially for conversational or sales-focused AI


To Apply, Please Include


A brief intro about your background
One specific automation or AI system you've built and what it did
Confirmation that you currently reside in the US or Canada


Applications without all three will not be reviewed.

Hello!
Are you available to connect for a consultation?

We are seeking a highly experienced GoHighLevel (GHL) expert to perform a comprehensive audit of an existing GHL account that was previously built by another developer. The ideal candidate will identify configuration issues, workflow errors, inefficiencies, and missed opportunities, then implement the necessary fixes and optimizations throughout the account.

This is not a new account setup project. We need someone with advanced, hands-on GHL expertise who can quickly assess an existing environment, uncover underlying problems, and restore the account to a fully functional and optimized state.

Scope of Work

Account Audit & Review
* Conduct a complete audit of the GHL account, including pipelines, workflows, automations, funnels, triggers, tags, contacts, integrations, and account settings.
* Identify broken processes, configuration errors, automation failures, and workflow logic issues.
* Evaluate overall account structure and recommend improvements based on GHL best practices.

Optimization & Repairs
* Correct all identified issues and optimize system performance across the account.
* Review and streamline CRM pipeline organization and contact management processes.
* Audit and repair automation workflows, including triggers, actions, conditions, and branching logic.
* Review email campaigns, follow-up sequences, tagging structures, and automation rules, ensuring everything functions correctly.
* Audit funnels and landing pages for setup errors, broken links, missing elements, and conversion-impacting issues.
* Review SMS and Twilio configurations and resolve any integration or delivery-related problems.

Documentation & Reporting
* Maintain clear documentation of all findings and corrections.
* Provide detailed notes outlining identified issues, implemented fixes, and recommendations for ongoing account management.
* Deliver a final audit and optimization report summarizing all completed work.

Required Qualifications
* Minimum of 5 years of hands-on experience working extensively with GoHighLevel.
* Demonstrated experience auditing, troubleshooting, and repairing existing GHL accounts.
* Strong understanding of GHL automation architecture, CRM management, pipelines, workflows, and system optimization.
* Experience with Twilio and A2P SMS registration/configuration is highly preferred.
* Exceptional attention to detail and a commitment to identifying and resolving every issue.
* Strong communication skills and the ability to clearly document work performed.
* Ability to work efficiently and independently.

Please do not apply if you are new to GoHighLevel or have only basic platform experience.

Preferred Experience
* Experience with n8n, Make, or similar automation platforms integrated with GHL.
* Familiarity with third-party integrations, including calendars, payment processors, lead capture forms, and related tools.
* Previous experience rescuing, rebuilding, or optimizing poorly configured GHL accounts.

How to Apply
Please include specific examples of GoHighLevel accounts you have audited, repaired, or optimized. Share the types of issues you commonly encounter, your process for diagnosing problems, and how you approach implementing solutions.

Generic proposals will not be considered.

This project is ideal for a true GHL specialist who values clean systems, efficient automations, and best-practice implementation. We are also open to establishing a long-term working relationship with the right professional.

The work centers on three areas: Scheduling operations, Client and Staff Management, and Billing and Reporting. When sessions are added, moved, or cancelled in CentralReach, automatically update the Google Calendar and notify the client and staff. Ensure client and staff information is synced between CentralReach and Google Contacts. Generate invoices in QuickBooks based on session data from CentralReach.

Overview

Our company is a proprietary organizational intelligence software platform for human-services organizations — disability services (DDS/IDD) providers, adult day programs, behavioral health agencies, and nonprofits. We're building the entire product, and we need one versatile AI developer to build all of our initial software end-to-end — securely, and with the right guardrails in place.

You'll lead the technical build across our full client journey, from a free behavioral assessment through an AI-powered platform our clients use to run their own organizations. Our founder sets the vision and knows GoHighLevel and AI tools at a working level; you execute independently, fill the gaps, add the finishing touches, and troubleshoot across the whole system.

This is a paid contract role — not an equity or ownership position. You're paid for your work, and OEI owns everything you build. For the right person, there's potential for an ongoing, long-term contract as we grow.

What You'll Build


The Organizational Health Snapshot — a free, 24-item behavioral assessment — and its scoring engine.
The Blueprint Diagnostic report, auto-generated from each client's Snapshot scores.
A client-facing AI Concierge (chat first, voice-enabled later) and an AI Assistant Coaching experience.
A living dashboard and the proprietary annual-license software clients use to build out and run their own organization.
End-to-end integration across GoHighLevel (CRM, funnels, payments, email sequences) and AI tools (LLM APIs, automation).
The finishing touches — UX polish, reliability, and troubleshooting across every connected system.


Required Skills


Strong full-stack development — you ship working software, not just prototypes.
Hands-on AI / LLM integration: prompt design, API integration (OpenAI, Anthropic, or similar), retrieval, and automation.
GoHighLevel fluency — funnels, CRM, workflows, API/webhooks — or proven ability to ramp on it fast.
Automation experience wiring tools together (Make, Zapier, or custom).
Security-conscious by default — secure data handling, access controls, and safe handling of sensitive client information built in from the start.
Both specialized depth and generalist range — comfortable owning architecture and doing the last-10% polish.
Self-directed: you take a high-level vision and run with it, communicate clearly, and hit deadlines.


Preferred Skills


Voice AI integration experience.
Building assessment / scoring tools or automated report generation.
Data architecture — designing a product that accumulates a valuable, proprietary dataset over time.
Taking a SaaS product from zero to launch.
Familiarity with human-services, healthcare, or other mission-driven / regulated domains.


Tools & Stack


GoHighLevel (CRM, funnels, payments, email).
LLM APIs (OpenAI, Anthropic, or similar) and automation platforms.
Your recommended modern web stack for the dashboard and client platform — tell us what you'd use and why.


IP, Ownership & Security (please read carefully — this is core to the role)

This is a work-for-hire engagement. To be completely clear:


No ownership. You receive no equity, no stake, and no ownership of anything you build. You are paid for your work — that is the deal, in full.
Full IP assignment + NDA, signed before any work begins. All code, models, prompts, data, architecture, and documentation are owned exclusively by OEI, in perpetuity. You may not reuse, resell, repurpose, or showcase any of it elsewhere.
Security guardrails. You build to security best practices — secure data handling, access controls, encryption where appropriate, and protection of client data and our proprietary methodology — and you work strictly within defined access boundaries. Proprietary data, code, and IP stay inside OEI-approved systems; nothing is copied, stored, or shared outside them.
Build the moat. We're not just buying features. You'll encode our proprietary scoring methodology and frameworks into the software so they can't be trivially copied, architect the data layer so accumulated assessment and benchmark data compounds into a proprietary dataset, and integrate the workflow so the value lives in our system rather than in swappable off-the-shelf tools. Keep proprietary logic abstracted and portable, and avoid vendor lock-in that would expose it.
Clear records. Maintain clean development and authorship records as you build.


Engagement & Compensation


Paid contract, hourly to start, with potential for an ongoing long-term contract as we grow.
This role does not include equity, ownership, or any stake in OEI or its software — you are compensated for your work only.
Please share your hourly rate, your availability (hours/week), and your expected timeline for a first working version.
We start every engagement with a small paid trial task (below) before the larger build.


How to Apply

In your proposal, please tell us:


The stack you'd use for the client platform, and why.
A similar product you've built end-to-end (link to a live example if you can).
Your experience with GoHighLevel and LLM APIs.


To confirm you actually read this, start your proposal with the word "ALIGN."


Our company is a proprietary organizational intelligence software platform — an early-stage, mission-driven company helping human-services organizations work better. We're looking for a builder who takes pride in shipping something secure, polished, and real.

Need GHL sales funnel & lead Gen configured as soon as possible.

Summary

Top Shelf Logic is a growth-focused digital marketing agency serving law firms and home service companies across the United States. We are looking for an experienced AI Automation Agent Builder to design, build, and maintain intelligent automation workflows that streamline our internal operations and client delivery processes.

This is an ongoing position with room to grow into a core part of our technology team.

About Us

Top Shelf Logic serves:
- Personal Injury, Family, Criminal Defense, and Estate Planning Law Firms
- HVAC, Roofing, Plumbing, Electricians, and Pest Control Companies

We operate in highly competitive markets and are aggressively investing in AI-powered automation to improve efficiency, scale client results, and reduce manual work across our team.

What You Will Build

We need someone who can design and deploy AI agents and automation workflows across our business. This includes but is not limited to:

- Lead intake and qualification agents
- Automated client reporting workflows
- CRM data enrichment and cleanup automations
- AI-powered content drafting and review pipelines
- Internal task routing and notification systems
- Integration between tools like GoHighLevel, Google Sheets, Slack, Gmail, and our project management platforms
- Automated SEO reporting and data aggregation
- AI-assisted proposal and onboarding workflows

Tools and Platforms

You should have hands-on experience with one or more of the following:
- n8n (preferred)
- Make.com (formerly Integromat)
- Zapier
- OpenAI / ChatGPT API
- Python scripting for custom automation
- Webhooks and REST API integrations
- Airtable, Google Sheets, Notion

What Success Looks Like

You will be evaluated on:
- Quality and reliability of workflows you build
- Speed of deployment from scoping to live
- Ability to document and hand off automations to non-technical team members
- Proactive suggestions for where AI can save us time or money

This is an ongoing position. We will start with a scoped project and expand your role as we see results.

Required Application Questions

Please answer all of the following in your proposal:

1. What automation platforms do you work with most? Which do you prefer and why?
2. Describe a complex multi-step AI agent or automation you built. What did it do and what was the outcome?
3. Have you worked with marketing agencies or similar client-service businesses before?
4. What is your process for scoping and documenting an automation before building it?
5. How do you handle errors and failed automations in production?
6. What AI/LLM tools have you integrated (OpenAI, Claude, Gemini, etc.)?

To Apply

Start your proposal with the phrase:

"Automation beats repetition."

Applications that do not include this phrase will not be reviewed.

We are looking for a long-term partner who can help us build a scalable, AI-powered internal infrastructure.

More than 30 hrs/week
Hourly
Ongoing project
Contract-to-hire opportunity

Hello ,

I am currently working on an outbound recruiting campaign using Telnyx phone numbers and the Voice API. The campaign performs initial candidate screening and uses dynamic variables such as candidate name, job title, job location, and job ID during the conversation.

The overall flow and functionality are working as expected. However, I am experiencing a noticeable 3–5 second delay before the assistant starts speaking after the candidate responds during outbound calls.

What's interesting is that the assistant performs smoothly during inbound testing, with much faster response times. The delay only seems to occur during outbound calls, which makes the conversation feel less natural and impacts the candidate experience.

To troubleshoot this issue, I have already:

* Disabled voicemail detection.
* Optimized the system prompt.
* Simplified the conversation flow.
* Tested different speaking plan configurations.
* Reduced unnecessary prompt complexity and dynamic content where possible.

Despite these changes, the delay remains consistent.

At this point, resolving the outbound response latency is the final major issue remaining for this project. Everything else in the campaign is functioning as expected.

Could you please help investigate:

* Whether there are any known causes of additional latency in outbound calls compared to inbound calls.
* Recommended model, transcriber, or voice settings for minimizing response time.
* Any Telnyx-specific or Voice API-specific configurations that could contribute to this delay.
* Any best practices for improving turn detection and reducing the time between the candidate finishing speaking and the assistant beginning its response.

I would appreciate any guidance or recommendations you can provide.

Thank you for your support.

Best Regards,

Naga Dhanush

Overview

We are seeking an experienced GoHighLevel specialist to design, build, and implement a complete CRM, sales, and automation system for a growing service-based business.

This is not a simple CRM setup. We are looking for someone with advanced GoHighLevel expertise who can take ownership of the entire implementation, provide recommendations, and build a scalable system that will serve as the company's central sales and operations hub.

Scope of Work
CRM Architecture & Setup
Configure GoHighLevel account structure
Create and optimize sales pipelines
Set up custom fields, tags, and contact segmentation
Configure user roles and permissions

Lead Management
Design lead intake workflows
Build automated lead assignment processes
Create lead nurturing systems
Implement follow-up sequences and notifications

Integrations

We need experience integrating GoHighLevel with:
QuickBooks
OpenPhone
Zapier
Make.com
Website forms
Facebook Lead Ads
Landing pages
Data Migration
Import existing contacts and leads
Clean and organize data
Remove duplicate records
Create tagging structure
Reporting & Dashboards

Build KPI dashboards and reporting systems to track:

Lead volume
Conversion rates
Sales performance
Revenue
Appointment metrics
Pipeline performance
Workflow Optimization

The goal is to create a centralized operating system where:

Every lead enters automatically
Every interaction is tracked
Every opportunity is managed through pipelines
Automations reduce manual work
Management has visibility through dashboards and reporting
Ideal Candidate

We are looking for someone who:

Is an expert-level GoHighLevel consultant
Has completed multiple full-scale GHL implementations
Has advanced automation experience
Has experience with QuickBooks integrations
Has experience with OpenPhone integrations
Understands sales pipelines and CRM best practices
Can recommend improvements and best practices
Communicates clearly and proactively

When Applying, Please Include;
Examples of GoHighLevel projects you have completed.
Details of any QuickBooks integrations you've built.
Details of any OpenPhone integrations you've built.
Your estimated timeline for implementation.
Your fixed-price proposal or hourly rate.
Why you believe you would be a good fit for this project.

### Automation & Funnel Development

We are not only looking for someone who can build automations—we want someone who understands how to build systems that help convert leads into paying customers.

Experience creating and optimizing:

* Lead nurturing campaigns
* Sales funnels
* Appointment booking funnels
* Estimate/proposal follow-up sequences
* Re-engagement campaigns
* Conversion-focused SMS and email automations
* Missed lead recovery campaigns

The ideal candidate should have a proven track record of building funnels and automations that generate measurable results, such as:

* Increased lead conversion rates
* Higher appointment show rates
* Increased close rates
* Reduced lead response times
* Improved sales pipeline performance

**Please provide examples, case studies, screenshots, Loom videos, or other proof of results from previous GoHighLevel projects.**

We're particularly interested in candidates who can demonstrate how their funnels and automations have directly contributed to generating revenue and closing deals, rather than simply setting up workflows.

We're transitioning our gym business from InfluxHQ to GymMaster and need an experienced CRM migration and automation specialist to manage the process. The ideal freelancer will oversee the migration, ensure data integrity, and help set up automation workflows to support our gym operations. This is a small, part-time project for someone who can guide the transition smoothly and efficiently.

## What I Need

I own two gyms in Auckland, New Zealand, and am transitioning from InfluxHQ to GymMaster. My administration manager is leaving the business, and my goal is to automate as much of the day-to-day admin workload as possible.

I'm looking for someone who can lead the migration, recommend improvements, and build automated workflows using modern AI and automation tools.

### Current Software Stack

* InfluxHQ (current CRM)
* GymMaster (new CRM)
* Stripe
* Wix website
* Gmail
* Google Calendar
* Xero
* Unify door access

### Key Objectives

* Migrate member data and processes from InfluxHQ to GymMaster
* Implement Stripe billing and payment automation
* Automate lead capture and follow-up
* Automate tour bookings and calendar scheduling
* Automate member onboarding and welcome sequences
* Automate membership suspensions and reactivations where possible
* Automate cancellation workflows and retention follow-up
* Connect systems so data flows between CRM, payments, email, calendar, and access control
* Reduce manual administration by 90%+

### AI & Automation

Experience with the following would be highly desirable:

* Claude
* ChatGPT/OpenAI
* Zapier
* Make.com
* n8n
* AI-powered customer communication
* Workflow automation
* API integrations

### Ideal Candidate

I'm not necessarily looking for a traditional software developer. I'm looking for someone who understands CRM implementation, business process automation, AI tools, and systems integration.

Please tell me:

1. What similar projects you have completed.
2. Which automation tools you would recommend.
3. How you would approach this migration.
4. Any opportunities you immediately see to reduce administration workload.

• 1. Have you migrated a business from one CRM to another? Briefly describe the project and results.
• 2. Which automation platforms do you use most often (Make, Zapier, n8n, AI agents, etc.)?
• 3. What would be your first three priorities when migrating a gym from InfluxHQ to GymMaster?

Looking for an experienced developer to update, expand, and maintain an existing Squarespace website

What you'll work on:

Updating existing pages and content
Building new pages from scratch
Creating and optimizing lead capture forms
Ongoing maintenance and site upkeep
Custom CSS and code block implementation
Integrating with HubSpot and Zapier
Basic on-page SEO best practices

This starts as a defined project (1–3 pages/tasks), with strong potential to become an ongoing retainer for the right person.

What we're looking for:
Proven, advanced Squarespace experience
Background working with B2B industrial, manufacturing, or technical product companies (this is non-negotiable — we need someone who gets our world)
MUST be willing to do web meetings, not just over written communications
Strong ability in custom CSS, code blocks, and third-party integrations
Clean communicator, responsive and direct
Attention to detail without hand-holding

Have a Seat Universe
Outsource Phase Scope and Simple Build Contract
Prepared for Freelancer / Outsourced Builder | Budget Range: $750-$900 USD
Purpose of this document: This document describes the exact phase structure and deliverables required for the
outsourced build. The project is to be built inside Gather.town or a similar existing virtual-space platform. It is not a
request to create a new platform from scratch. The build should focus on clean virtual-space design, navigation,
portals, zones, clickable objects, embedded links/forms, simple external workflows, and clear handoff.
Important Scope Note
The total outsourced build budget is $750-$900 USD. This budget covers a practical Gather-style version of the
phases below. Simple automations mean embedded forms, links, Airtable/Google Sheets tracking, and
Zapier/Make workflows triggered by form submissions. This does not include advanced custom coding, custom
backend systems, complex Gather API/WebSocket work, or building a new platform from scratch unless
separately approved and paid for.
I can explain the project using the call.
If you can available call, Please bid.

Skills: PHP, JavaScript, Website Design, Project Management, HTML, Web Development, Automation, Web Application, Virtual Reality, Web Design

About us

ClinTrial Research is a multi-site clinical research organization running trials across the US. We're a tech-forward team that would rather build modern, well-architected internal tooling than rely on off-the-shelf workarounds.
The project

We're advancing a major Monday.com integration that will act as the central nervous system of the organization, connecting our core operational systems and automations into one platform. The work spans API integrations, automation workflows, and tying multiple data sources together cleanly and reliably so the whole org can run from a single source of truth.

What you'll do

Build and maintain integrations between Monday.com and our core systems
Design automation workflows that are scalable and easy to maintain
Help shape the architecture, not just execute tickets, with an eye toward future expansion
Document your work so the team can build on it

What we're looking for

Strong hands-on experience with the Monday.com API and integration work generally
Comfort with REST APIs, webhooks, and automation tooling
A thoughtful, communicative approach. We value people who ask good questions and flag tradeoffs early
Reliability and clear, regular updates

How we like to work

We're collaborative and move quickly, but we care about doing things right. You'll have direct access to decision-makers, room to propose better approaches, and a real say in how this platform comes together. If you like ownership and building something foundational rather than disposable, you'll fit in well.
If this sounds like your kind of project, we'd love to connect and tell you more.

• Please list any certifications related to this project
• Describe your recent experience with similar projects
• What frameworks have you worked with?
• Describe your approach to testing and improving QA

Seeking a proficient AI wizard to develop a fully automated online test that generates leads. The ideal candidate will have experience in AI and automation, ensuring the system is ready and fully functional. Responsibilities include designing and implementing the test to effectively capture and convert to potential leads. Must be very knowledgeable with Google Forms → Collect answers
Google Sheets → Score + logic
Make.com (or Zapier) → Automation
Google Docs / Canva → Report template
PDF auto-send via email. https://www.make.com/ Canva website
Carrd
WordPress
GoHighLevel