sofie

Upwork Proposal & Client Onboarding Automator

SoloSuit • Freelance

Feb 2026 - Present • 3 mos

Designed and deployed fully autonomous n8n agents that monitor Upwork RSS feeds, JotForm submissions, and email inboxes for new leads. Agents use GPT-4o/Claude to analyze job descriptions/requirements in real time, extract key needs (budget, timeline, skills), then generate highly personalized proposals including custom Mermaid workflow diagrams, tailored cover letters, pricing breakdowns, and relevant case studies. Auto-send via Gmail/Slack with tracking pixels for opens/replies. Extended automation to full client onboarding: create branded Google Drive folders, auto-generate Asana projects with pre-filled tasks/milestones, set up shared calendars, send welcome video Loom links, contract templates via DocuSign, and drip email sequences. Implemented A/B testing on proposal templates/subject lines to optimize win rates (achieved average 30% increase), saved freelancers 10–15 hours per qualified lead, reduced response time from hours to minutes, and included full handover documentation, editable templates, and 30-day support for tweaks.

AI Voice Receptionist & Appointment Automation Specialist

Service Professionals • Freelance

Jan 2026 - Present • 4 mos

Built end-to-end voice AI agents using n8n + ElevenLabs/Vapi/Retell for inbound/outbound calls. Integrated with calendars (Cal.com/Google Calendar), CRMs (HubSpot), and SMS (Twilio) for lead qualification, booking, reminders, and post-call summaries. Managed project flow in ClickUp: task creation from calls, deadline tracking, team alerts. Reduced missed appointments by 70%, handled 24/7 inquiries, provided Loom demos and ongoing monitoring.

Self-Hosted n8n Deployment & PM Integration Specialist

PrivacySwap • Temps partiel

Jan 2026 - Present • 4 mos

Deployed secure self-hosted n8n on VPS/Docker for unlimited runs and data control. Migrated Zapier/Make workflows, added AI agents for internal ops (e.g., expense tracking). Connected to Trello/Notion for auto-task creation from triggers, progress tracking, risk alerts. Saved clients 60–90% on costs vs. cloud tools, achieved 99% uptime, delivered security audits and team training.