Build Wealth Gap Assessment Platform (Fillout + Google Sheets + Automation)

Build Wealth Gap Assessment Platform (Fillout + Google Sheets + Google Docs) Project Overview I am a Wealth Strategist based in Australia and have designed a proprietary Wealth Gap Assessment system that is used live during client consultations. The system architecture, wireframes, calculations, test cases and build specifications have already been completed. I am NOT looking for someone to design the solution. I am looking for an implementation specialist to build the system exactly as specified. --- What The System Does During a client consultation: 1. Client completes a guided Wealth Gap Assessment 2. Data flows into Google Sheets 3. Calculations run automatically 4. Results are generated instantly 5. Strategy Analysis is generated 6. Needs Analysis is generated 7. Client report is generated 8. Files are stored automatically in Google Drive The system must feel premium and professional. This is not a simple calculator. It is a client discovery, diagnostics and reporting platform. --- Technology Stack The build must use: Front End Fillout Backend Google Sheets Reporting Google Docs PDF Generation Google Docs → PDF Storage Google Drive Future CRM integration with Go High Level will be completed separately. --- What Has Already Been Completed You will receive: * Solution Architecture Document * Question Specification * Calculation Specification * Wireframe Specification * Brand Style Guide * Excel Calculation Workbook * Test Case (John & Mary) * Deliverables Checklist * PowerPoint Consultation Slides The system has already been designed. You are building the solution, not redesigning it. --- ## Scope Of Work ### 1. Build Fillout Assessment Requirements: * Multi-step experience * Progress bar * Conditional logic * Validation rules * Mobile responsive * Desktop responsive * Premium private wealth styling Assessment Sections: * Your Destination * Family Home * Investment Property Portfolio * Other Assets, Income & Super * Life After Work --- ### 2. Build Google Sheets Backend Create: * Raw Responses * Input Mapping * Calculation Engine * Results Engine * Strategy Analysis * Needs Analysis * Assumptions * Tax Tables * Lists / Dropdowns All calculations must run automatically. --- ### 3. Build Results Reveal Page Generate: * Available Wealth * Current Household Income * Years To Target * Family Home Position * Investment Property Portfolio * Desired Position * Income Gap * Capital Gap * Longevity Gap * Key Findings * Personalised Insight Results must be suitable for live client discussions. --- ### 4. Build Strategy Analysis Automatically generate: * Debt Reduction Opportunities * Income Opportunities * Property Opportunities * Super Opportunities * Capital Growth Opportunities * Risk Considerations --- ### 5. Build Needs Analysis Automatically populate: * Client Details * Goals * Current Position * Desired Position * Key Findings * Strategy Opportunities * Adviser Notes * Recommendations * Next Steps --- ### 6. Build Report Generation Generate automatically: * Wealth Gap Assessment Report * Strategy Analysis Report * Needs Analysis Report * PDF Versions No manual copy/paste. --- ### 7. Google Drive Storage Automatically create: Client Name Folder Inside: * Assessment Data * Strategy Analysis * Needs Analysis * PDF Reports --- ## Testing Requirements You must complete and demonstrate the supplied John & Mary Smith test case. The system must demonstrate: * Data capture * Calculations * Results generation * Strategy Analysis generation * Needs Analysis generation * Report generation * File storage --- ## Deliverables Required * Fillout Assessment * Fillout Edit Access * Google Sheet Backend * Calculation Engine * Results Engine * Strategy Analysis Engine * Needs Analysis Engine * Google Doc Templates * PDF Generation Workflow * Google Drive Structure * Testing Guide * Loom Walkthrough * Handover Session --- ## Required Experience Please apply only if you have experience with: * Fillout * Google Sheets automation * Google Docs automation * Workflow automation * Business process systems * Client onboarding systems * Financial calculators (preferred but not essential) --- ## To Apply Please provide: 1. Examples of similar systems you have built 2. Your experience with Fillout 3. Your experience with Google Sheets automation 4. Estimated delivery timeframe 5. Any questions after reviewing the specification documents --- Budget Fixed Price Please provide your proposed timeline and fixed-price quote. I am looking for a contractor who can build this correctly, document it properly and provide a clean handover. Long-term opportunities may be available for future enhancements.