Fractional CTO / AI Automation Architect for Duke’s Landscape Company - Contract to Hire

Upwork

US$25 - $47/hrPosted 15 days ago

We are looking for a sharp, hands on technical operator to help modernize and scale Duke’s Landscape Company.

This is not a basic IT support role, and it is not a generic marketing automation role.

We need someone who can look across our business, understand how we operate, recommend the right tech stack, and build practical systems that improve outreach, follow up, CRM, reporting, internal workflows, and customer experience.

We are a premium landscape design build company focused on higher end residential work and long term referral relationships with builders, architects, interior designers, pool contractors, realtors, and property managers in Northern Colorado.

We already have strong strategy, messaging, process thinking, and direction. What we need now is the right technical person to architect the system behind it and help us implement it the right way.

What we need help with

We want someone who can assess our current stack and improve it in a practical, scalable way.

This includes:

CRM strategy and setup

Lead and partner pipeline design

AI assisted outreach workflows

Email and SMS automation

Meeting booking and follow up flows

Internal dashboards and reporting

Contact management and data cleanup

Workflow automation between platforms

Calendar and communication integrations

Website intake and future portal workflow planning

General AI implementation opportunities across the business

A major focus will be helping us build a referral partner operating system that supports outreach, follow up, fast budgeting or ROM requests, design requests, and eventually a gated partner portal.

What success looks like

The right person will help us:

Recommend the right stack instead of just adding more software

Reduce manual busywork

Build automations that feel natural and practical

Create better handoffs between outreach, sales, estimating, and operations

Make sure the right information is tracked in one place

Set up systems that are scalable and not fragile

Document what is built so our team can actually use it

Phase 1 scope

We expect the first phase to focus on audit, architecture, and MVP implementation.

That likely includes:

Tech stack audit

Review our current tools, workflows, bottlenecks, and gaps.

Systems architecture

Recommend the best stack and map how our CRM, communications, automations, AI tools, and intake workflows should work together.

Referral partner growth system MVP

Build the first working version of a system for partner outreach, follow up, and pipeline tracking.

CRM and data structure

Set up or improve fields, stages, segmentation, reminders, reporting, and visibility.

AI and automation workflows

Build practical workflows for message drafting, follow up logic, meeting prep, notes, and task creation.

Dashboard and reporting

Create a simple view of activity, replies, booked meetings, opportunities, and next actions.

Documentation and handoff

Provide Loom walkthroughs and SOPs so the system is usable after launch.

What we are looking for

We want someone who is both strategic and hands on.

You should be comfortable thinking like a fractional CTO, but you also need to be able to actually build.

Ideal experience includes:

CRM architecture

Workflow automation

AI implementation for small or midsize businesses

Lead management systems

Sales and outreach systems

Data cleanup and enrichment

Reporting and dashboards

Business systems consulting

Helpful tool experience may include:

HubSpot, Close, Pipedrive, Airtable, GoHighLevel, or similar

Zapier, Make, n8n, or similar

Twilio or SMS workflow tools

Clay or enrichment tools

Calendly integrations

OpenAI or Anthropic API workflows

Notion, ClickUp, Monday, or similar internal operations tools

Light portal or front end workflow planning is a plus

Important

We are not looking for a spammer.

We are not looking for someone who throws together messy automations that constantly break.

We want strong judgment, clean implementation, and practical systems that support a premium brand experience.

How to respond

Please include the following in your proposal:

A quick summary of similar systems you have personally built

What kinds of businesses you have done this for

The stack you would recommend for a company like ours and why

How you think about AI implementation in a practical, non gimmicky way

What you would prioritize in the first 30 days

Whether you prefer hourly or fixed price for phase one

Examples, screenshots, Looms, or case studies are very helpful

Screening questions

Tell us about one business where you helped improve the full tech stack, not just one automation.

What would your first three priorities be for a company like ours?

How do you decide what should be automated and what should remain human driven?

What tools would you be most likely to recommend for CRM, automation, and reporting, and why?

Have you built systems that support outbound outreach, follow up, and meeting booking?

Are you personally hands on in the build, or do you mainly advise and delegate?

Project structure

We are open to either:

An initial paid discovery sprint followed by implementation

or

A phased fixed price engagement with clear milestones

We are not looking for a huge agency. A strong solo operator or a very small team is probably the best fit.

About us

Duke’s Landscape Company is a premium landscape design build company focused on creating high quality outdoor environments and building strong long term referral relationships in Northern Colorado. We care about doing things well, keeping communication organized, and creating systems that support real business growth.

To show you actually read this post, start your proposal with:

Duke’s Systems

Current Tech Stack

  • LMN (landscape software for estimating)
  • Monday
  • HubSpot
  • Paychex mobile time app
  • Various AI tools
  • WhatsApp
  • Slack
  • Company Cam
  • Google Workspace
  • AutoCAD

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