Automation + AI Builder (n8n/Make + GoHighLevel) for Solar Lead-to-Sale System (AU)
Budget: $50 – $0 AUD
Summary
Overview
We’re an Australian solar-focused AI automation agency building productised, white-label automations for solar businesses (installers + sales teams). We need an experienced builder who can design, build, document, and hand over reliable workflows that improve speed-to-lead, booking rates, and follow-up consistency.
This starts as a paid trial sprint and can become ongoing work (multiple client deployments).
What we’re building (Phase 1 MVP – first 2–4 weeks)
You’ll build an initial reusable “Solar Lead-to-Appointment” automation kit that we can deploy across client accounts.
1) Lead capture + routing
- Ingest leads from website forms / Facebook leads / inbound calls / emails (webhooks + API where needed)
- De-duplication, tagging, source tracking, and pipeline creation in CRM (GoHighLevel preferred)
- Basic enrichment (postcode, service area, lead type: solar/battery/upgrade)
2) AI-assisted lead qualification
- AI assistant that asks the right qualifying questions (usage/bill, roof type, switchboard, timeline, budget, etc.)
- Clear escalation rules to a human (handover to sales rep with context + transcript)
3) Knowledge Base + FAQ (RAGus.ai is our source of truth)
- Our FAQ/knowledge base will be stored and maintained in RAGus.ai (our account)
- The assistant must retrieve grounded answers from RAGus.ai (RAG-style retrieval) where relevant
- MVP can be lightweight (retrieval + FAQ + escalation rules), but the KB must remain editable and cleanly structured (categories, chunking/taxonomy)
- Document: how KB updates work in RAGus.ai + how the automations query it
4) Appointment booking automation
- Calendar logic (GHL/Calendly) + SMS/email confirmation
- Reschedule/cancel flows, reminders, no-show follow-up
- Tasks created for sales reps + notes logged back into CRM
5) Follow-up sequences that convert
- Missed call + “speed-to-lead” SMS
- Quote sent follow-up cadence (if integrated later)
- Re-engagement sequences for cold leads
6) Reliability + handover (non-negotiable)
- Error handling, retries, logging, and alerting
- Exportable templates (n8n JSON / Make blueprint / GHL snapshot where relevant)
- Clean documentation + Loom walkthrough
- All credentials remain in our accounts; use secure secrets management (no hardcoded keys)
Phase 2 (after MVP, if we continue)
- Quote workflow support (handoff to quoting tool / PDF generator / e-sign)
- Reporting + attribution across channels
- Multi-client templating + deployment playbook
- Optional: voice agent calling/booking, finance/referral flows
Preferred stack
- n8n (self-hosted) and/or Make.com
- GoHighLevel (or HubSpot if needed)
- OpenAI / LLM tooling
- Webhooks + API integrations
- SMS/email tooling (Twilio/MessageMedia/SendGrid or equivalent)
Bonus: Supabase/Airtable, Voiceflow, Vapi, Stripe, basic front-end forms
Plus: RAGus.ai integration experience (or similar KB/RAG platforms)
Working style / communication
- AU timezone overlap preferred (at least a few hours)
- Weekly Loom update + clear milestones
- You document as you build (so we’re not locked to one contractor)
Budget / engagement
- Open to hourly or fixed milestones. Please propose your rate and the fastest path to deliver Phase 1 MVP. This is intended to become ongoing work if the trial sprint goes well.
- We’re happy to start with a paid 3–5 day trial sprint and continue long-term if it’s a fit.
To apply, include
- 2–3 relevant examples (n8n/Make/GHL/LLMs). Screenshots + short Loom are ideal
- Which stack you recommend for Phase 1 and why
- How you handle retries, rate limits, and workflow failures
- Your availability (hours/week) + timezone
Important filter: Start your proposal with the word SOLAR and include your timezone on the first line
Overview
We’re an Australian solar-focused AI automation agency building productised, white-label automations for solar businesses (installers + sales teams). We need an experienced builder who can design, build, document, and hand over reliable workflows that improve speed-to-lead, booking rates, and follow-up consistency.
This starts as a paid trial sprint and can become ongoing work (multiple client deployments).
What we’re building (Phase 1 MVP – first 2–4 weeks)
You’ll build an initial reusable “Solar Lead-to-Appointment” automation kit that we can deploy across client accounts.
1) Lead capture + routing
- Ingest leads from website forms / Facebook leads / inbound calls / emails (webhooks + API where needed)
- De-duplication, tagging, source tracking, and pipeline creation in CRM (GoHighLevel preferred)
- Basic enrichment (postcode, service area, lead type: solar/battery/upgrade)
2) AI-assisted lead qualification
- AI assistant that asks the right qualifying questions (usage/bill, roof type, switchboard, timeline, budget, etc.)
- Clear escalation rules to a human (handover to sales rep with context + transcript)
3) Knowledge Base + FAQ (RAGus.ai is our source of truth)
- Our FAQ/knowledge base will be stored and maintained in RAGus.ai (our account)
- The assistant must retrieve grounded answers from RAGus.ai (RAG-style retrieval) where relevant
- MVP can be lightweight (retrieval + FAQ + escalation rules), but the KB must remain editable and cleanly structured (categories, chunking/taxonomy)
- Document: how KB updates work in RAGus.ai + how the automations query it
4) Appointment booking automation
- Calendar logic (GHL/Calendly) + SMS/email confirmation
- Reschedule/cancel flows, reminders, no-show follow-up
- Tasks created for sales reps + notes logged back into CRM
5) Follow-up sequences that convert
- Missed call + “speed-to-lead” SMS
- Quote sent follow-up cadence (if integrated later)
- Re-engagement sequences for cold leads
6) Reliability + handover (non-negotiable)
- Error handling, retries, logging, and alerting
- Exportable templates (n8n JSON / Make blueprint / GHL snapshot where relevant)
- Clean documentation + Loom walkthrough
- All credentials remain in our accounts; use secure secrets management (no hardcoded keys)
Phase 2 (after MVP, if we continue)
- Quote workflow support (handoff to quoting tool / PDF generator / e-sign)
- Reporting + attribution across channels
- Multi-client templating + deployment playbook
- Optional: voice agent calling/booking, finance/referral flows
Preferred stack
- n8n (self-hosted) and/or Make.com
- GoHighLevel (or HubSpot if needed)
- OpenAI / LLM tooling
- Webhooks + API integrations
- SMS/email tooling (Twilio/MessageMedia/SendGrid or equivalent)
Bonus: Supabase/Airtable, Voiceflow, Vapi, Stripe, basic front-end forms
Plus: RAGus.ai integration experience (or similar KB/RAG platforms)
Working style / communication
- AU timezone overlap preferred (at least a few hours)
- Weekly Loom update + clear milestones
- You document as you build (so we’re not locked to one contractor)
Budget / engagement
- Open to hourly or fixed milestones. Please propose your rate and the fastest path to deliver Phase 1 MVP. This is intended to become ongoing work if the trial sprint goes well.
- We’re happy to start with a paid 3–5 day trial sprint and continue long-term if it’s a fit.
To apply, include
- 2–3 relevant examples (n8n/Make/GHL/LLMs). Screenshots + short Loom are ideal
- Which stack you recommend for Phase 1 and why
- How you handle retries, rate limits, and workflow failures
- Your availability (hours/week) + timezone
Important filter: Start your proposal with the word SOLAR and include your timezone on the first line