AI Accelerator Consultant for Financial Services

Authority Hacker AI Accelerator / Claude Code Consultant Needed for Financial Services Lead Generation & Automation Overview I am looking for an experienced consultant who is familiar with the Authority Hacker AI Accelerator ecosystem, Claude Code, AI agents, automation workflows, and modern lead-generation systems. This is not a traditional SEO project. My goal is to build practical AI-powered systems that help generate qualified leads, automate repetitive tasks, improve prospect outreach, and allow me to spend more time meeting with clients. Ideal Candidate You have hands-on experience with: • Authority Hacker AI Accelerator • Claude Code • AI Agents • Anthropic Claude • OpenAI / ChatGPT • n8n • Make.com • GoHighLevel • LinkedIn Sales Navigator • CRM Automation • Lead Enrichment • Workflow Design • API Integrations • Prompt Engineering • SOP Creation Bonus Experience Experience working with: • Financial Advisors • Insurance Agents • Medicare Agents • Wealth Management Firms • Compliance-Sensitive Industries Initial Objectives I want help building and implementing: Phase 1: AI Prospect Research System Build a workflow that: • Identifies ideal prospects • Researches prospects automatically • Summarizes relevant information • Generates personalized outreach suggestions • Creates prospect profiles Phase 2: LinkedIn Lead Generation System Build a workflow that: • Supports LinkedIn prospecting • Generates personalized first-touch messages • Generates follow-up messages • Helps maintain ongoing conversations • Creates content ideas relevant to target audiences Phase 3: CRM & Follow-Up Automation Connect with: • GoHighLevel • Redtail CRM • Calendly or appointment scheduler • Email systems Objectives: • Automate follow-up • Automate reminders • Improve lead tracking • Reduce manual work Phase 4: Content & Marketing Automation Create systems that help generate: • LinkedIn posts • Educational content • Seminar marketing materials • Email campaigns • Client nurturing content Deliverables I am looking for someone who can: • Recommend the best architecture • Build workflows • Document workflows • Train me to use them • Create simple SOPs • Record Loom videos explaining the setup Important Please only apply if you have actual experience with: • Authority Hacker AI Accelerator • Claude Code • AI Agent workflows In your proposal, please answer: 1. Have you completed or participated in Authority Hacker AI Accelerator? 2. What Claude Code projects have you built? 3. What AI agent systems have you implemented? 4. Which automation platforms do you prefer and why? 5. Share examples of AI workflows that generated measurable business results. 6. How would you approach this project for a financial advisor focused on retirement income and Medicare planning? Engagement • Initial paid consultation • Followed by project implementation • Potential ongoing monthly advisory relationship