Contract: AI Donor Profiling System – 14-Day Project

📄 Contract: AI Donor Profiling System – 14-Day Project Client / Contracting Entity: All for Freedom Ltd (on behalf of ILA International Charity) Registered in the United Kingdom Freelancer: [Name of Freelancer on Upwork] Start Date: 6 November 2025 End Date: 19 November 2025 Duration: 14 calendar days Platform: Upwork 🎯 Project Objective To design, build, and deliver a complete AI-driven Donor Profiling & Intelligence System inside GoHighLevel (GHL) for approximately 20,000 supporter records, using secure integrations with Clay, Zapier, ChatGPT API, and Google Looker Studio. The goal: to automatically enrich donor profiles with occupation, location, interests, and scoring for financial capacity and engagement. 🔧 Scope of Work 1️⃣ System Setup (6–7 November) Securely connect GoHighLevel, Zapier, and Clay using provided API credentials. Create necessary custom fields in GHL (Job Title, Company, City, LinkedIn URL, Wealth Score, Warmth Score, Interests). Test the workflow with a sample of 10 contacts. 2️⃣ Data Enrichment (8–12 November) Process donor records in batches of up to 500 contacts using Clay.com. Retrieve data: job title, company, city/country, LinkedIn URL, and industry. Return enriched data to GHL via Zapier integration. Confirm enrichment success for 10,000+ records by 12 November. 3️⃣ AI Profiling & Scoring (13–15 November) Integrate ChatGPT API (via Zapier or Make) to analyse each enriched record. Automatically generate: Three key interest tags Wealth Score (1–5) Warmth Score (1–5) Update these values in GHL custom fields. 4️⃣ Dashboard & Quality Review (16–18 November) Build a Google Looker Studio dashboard showing: Wealth/Warmth distribution Top 100 high-potential donors Major interest areas Geographic distribution Run final QA checks to ensure accuracy and data sync. 5️⃣ Final Handover (19 November) Deliver full access, workflow documentation, and short Loom video (2–5 min). Confirm deletion of any temporary data copies. Provide summary report (“Donor Intelligence Report – November 2025”). 💰 Payment & Milestones Milestone yes . Title Deliverable Due Date Payment Release Condition 1 Integration Setup & Test Batch GHL ↔ Zapier ↔ Clay integration working and 500 contacts enriched 8 Nov 2025 25% Verified workflow and test results visible in GHL 2 Full Data Enrichment + AI Profiling 20,000 contacts enriched, scored (Wealth & Warmth), and updated in GHL 15 Nov 2025 50% Client confirms data visible and accurate 3 Dashboard & Final Delivery Looker Studio dashboard live + Loom video + documentation 19 Nov 2025 25% Final handover accepted by All for Freedom Ltd 🔐 Confidentiality & Data Protection All data remains the exclusive property of hired company Freelancer may not copy, store, or share data outside authorised tools (GHL, Zapier, Clay, Sheets). Access credentials are temporary and must be deleted after project completion. All operations must comply with UK GDPR and internal data protection policies. ⚙️ Ownership All automations, workflows, scripts, and dashboards created are 100% property of All for Freedom Ltd upon final payment. 💬 Communication Daily update via Upwork messages. Zoom/Meet check-in every 3 days (10–15 minutes). Any scope change requires written approval via Upwork. 📦 Deliverables Summary ✅ Functional integration (GHL ↔ Zapier ↔ Clay ↔ ChatGPT) ✅ Enriched dataset (≈20,000 donors) ✅ Wealth & Warmth scoring automated ✅ Google Looker Studio dashboard ✅ Training video & written documentation