We are a small business looking for a cost-effective automation specialist to help us transform Less Annoying CRM into a streamlined, AI-assisted sales system.
This is an implementation role, not strategy consulting. We already know what we want and need someone who can build it cleanly and affordably using Zapier.
Scope of Work:
Sync external lead lists (Google Sheets) into Less Annoying CRM
Create/update contacts automatically and prevent duplicates
Build Zapier workflows connecting:
Less Annoying CRM
Gmail
Google Docs / Google Sheets
E-signature tool (DocuSign or HelloSign)
Generate AI-written email drafts and save them to Gmail (no auto-sending)
Create automated workflows for:
Quotes, NDAs, and contracts using Google Docs templates
CRM updates when documents are sent/signed
Follow-up tasks and reminders
AI call summaries added back into CRM notes
Simplify pipeline stages and reporting
Requirements:
Strong Zapier experience
Comfortable with Less Annoying CRM (or willing to learn quickly)
Experience using AI inside Zapier (OpenAI or similar)
Google Workspace + Gmail automation experience
Focus on simple, maintainable automations
Budget:
We are a small business and are looking for reasonable hourly or fixed-price proposals. Please do not propose enterprise tools or custom code unless necessary.
To Apply (Required):
Please answer:
Have you worked with Zapier + a CRM before?
Have you built AI-assisted email or workflow automations?
Would you recommend fixed-price or phased delivery for this project?