AI Workflow & Automation Consultant for Executive Search Firm We are an executive search firm looking for an experienced AI technology consultant to help us evaluate, improve, and automate our internal workflows. We are not looking for someone to simply introduce generic AI tools. We want someone who can take a hands-on look at how our business currently operates, understand our recruiting/search process, and help us create practical, efficient AI-enabled workflows that our team will actually use. About Our Current Tech Stack We currently use: RecruitCRM as our applicant tracking/search CRM Microsoft 365 across the business Microsoft Copilot as our enterprise AI tool Claude, which integrates with RecruitCRM Microsoft Teams, Outlook, OneDrive, SharePoint, Word, Excel, and PowerPoint Additional recruiting tools, interview notes, candidate documents, and internal templates We want to better connect and leverage these systems so we can reduce manual work, improve consistency, and make our team more efficient. What We Need Help With We are looking for someone to review our full process and help identify where AI, automation, integrations, or better workflows can improve the way we work. This may include: Reviewing our current recruiting/search workflow from intake through candidate presentation Evaluating how we use RecruitCRM, Copilot, Claude, Microsoft 365, Teams, Outlook, OneDrive, and SharePoint Identifying repetitive manual tasks that can be automated or streamlined Helping us create better workflows for candidate presentations, interview notes, client updates, reporting, and document management Recommending practical AI tools, prompts, templates, automations, or integrations Helping us organize files, notes, candidate materials, and client deliverables more efficiently Training or documenting best practices so our team can adopt the new workflows Ideal Background The ideal consultant will have experience with: AI workflow design for small or mid-sized businesses Microsoft 365, Microsoft Copilot, Teams, Outlook, OneDrive, and SharePoint Recruiting, staffing, executive search, or professional services workflows CRM or ATS systems, ideally RecruitCRM or similar platforms Claude, ChatGPT, Copilot, or other AI tools used in business operations Automation tools such as Power Automate, Zapier, Make, or similar Process mapping, workflow optimization, and implementation Project Goal Our goal is to have someone come in, understand how we work today, and help us build a more efficient AI-enabled operating system for the business. We want practical improvements, not theoretical recommendations. The right person should be able to assess our current state, recommend what should change, help implement improvements, and provide clear documentation or training for our team. Deliverables May Include Current workflow assessment AI and automation opportunity map Recommended tools and integrations Updated workflows for key business processes Reusable prompts, templates, or SOPs Microsoft 365 / Copilot / RecruitCRM optimization recommendations Implementation support Training documentation for our team To Apply Please include: A brief overview of your experience with AI workflow consulting Examples of similar projects you have completed Your experience with Microsoft 365, Copilot, Claude, RecruitCRM, or recruiting workflows How you would approach reviewing and improving our current process Your suggested project structure and estimated timeline We are open to either an initial audit/strategy project or a longer-term implementation engagement depending on fit.

## About Us Pearl Painting is a fast-growing residential painting company based in Minnesota. We're not looking for someone to make social media posts or check boxes. We're looking for someone who loves taking ideas and turning them into systems. Our owner is highly focused on sales, marketing, content creation, partnerships, and growth. We need someone who can help build the systems that turn those ideas into reality. This role is ideal for someone who enjoys organization, project management, process creation, automation, and making things run smoothly. You will work directly with the owner and help build the infrastructure that supports future growth. --- ## What You'll Do You will take ownership of projects such as: * Building lead nurturing and lead warming systems * Creating CRM workflows and automation * Implementing SMS and email follow-up sequences * Coordinating content production workflows * Building referral and partner programs * Organizing marketing campaigns * Creating SOPs and process documentation * Tracking key sales and marketing metrics * Researching software and implementation options * Managing special projects from idea to completion * Identifying bottlenecks and proposing solutions Example: The owner says: "We need a lead warming system." You help: * Organize the project * Build the workflow * Coordinate assets * Set up automation * Test the system * Document the process * Report results --- ## What Success Looks Like You are successful if ideas become reality. You don't wait for step-by-step instructions. You take ownership. You ask questions. You create clarity. You move projects forward. You make the business more organized and more scalable every month. --- ## Who This Role Is Perfect For You might be a fit if: * You love systems and organization * You naturally create processes * You enjoy project management * You are detail-oriented without losing sight of the big picture * You have experience with CRMs and automation tools * You enjoy turning chaos into structure * You are comfortable working independently * You like solving problems without being micromanaged --- ## Tools We Use (Experience Helpful But Not Required) * GoHighLevel * ActiveCampaign * HubSpot * Zapier * Google Workspace * Notion * ClickUp * Asana * Airtable * CRM and automation platforms --- ## Compensation * Part-time to start (10-20 hours per week) * Remote * Flexible schedule * Opportunity to grow into a larger role as the company grows --- ## To Apply Please answer the following: 1. Tell us about a system or process you built that made an organization more effective. 2. What project management tools and CRM systems have you used? 3. Describe a situation where you were given a broad objective and had to figure out the details yourself. 4. Why does this role interest you? 5. If I told you, "Build a lead nurturing system for our painting company," what would your first five steps be?

**ChatGPT Business + Google Workspace Integration Consultant** I'm looking for an expert to help set up ChatGPT Business as the central AI platform for my medical practice. I need assistance with: * Fixing/migrating my ChatGPT Business workspace * Connecting Gmail, Google Calendar, Google Drive, and Google Docs * Integrating Basecamp * Organizing Google Drive and workflows * Training me on best practices * Building AI workflows for meeting summaries, task management, and office operations This is an initial 3–8 hour project with the opportunity for an ongoing consulting relationship. **Requirements:** * Experience with ChatGPT Business * Google Workspace expertise * Basecamp experience (preferred) * AI workflow automation (Zapier, Make, n8n, etc.) * Excellent communication skills Please include: * Similar projects you've completed * Your hourly rate * Your availability * Why you're a good fit for this project

We’re looking for an experienced CRM expert to help set up and optimize CRM accounts for our clients across platforms like ActiveCampaign, HubSpot, GoHighLevel (GHL), and others. This role is ideal for someone who understands not just the technical side of CRMs, but how to structure systems that actually drive sales, improve follow-ups, and streamline operations. You’ll be working on real client accounts, helping build out clean, organized, and high-performing CRM systems from the ground up. Please note: You must be located in the U.S. (Eastern, Central, Mountain, or Pacific Time Zones) and able to work during our normal business hours (Eastern Time). What You’ll Be Responsible For: • Setting up CRM accounts from scratch or improving existing setups • Building and organizing pipelines, deal stages, and contact structures • Creating and implementing automations (email, SMS, workflows, triggers) • Setting up forms, landing pages, and lead capture systems • Integrating CRMs with third-party tools (Zapier, APIs, webhooks, etc.) • Importing and cleaning data (contacts, deals, custom fields) • Building reports and dashboards to track performance and key metrics • Ensuring everything is structured for scalability and ease of use • QA testing setups to ensure everything runs smoothly You should have solid experience with at least one of the following platforms: • ActiveCampaign • HubSpot • GoHighLevel (GHL) We understand that no one has mastered every CRM, so if you’re strong in one platform, we’re happy to help you get up to speed on others as needed. Requirements: • Proven experience setting up and managing CRM systems • Strong understanding of automation logic and workflows • Experience with integrations (Zapier, Make, APIs) • Ability to think strategically about sales and marketing processes • Detail-oriented with strong problem-solving skills • Clear communication, ability to document your work, and quick, reliable response times Nice to Have: • Experience working with agencies or multiple client accounts • Background in sales funnels, lead generation, or email marketing • Familiarity with reporting and analytics inside CRMs About Us: We specialize in helping businesses implement and optimize CRM, sales, and marketing automation systems. Our focus is on building systems that are not just functional, but actually drive results. How to Apply: Please include: 1. The CRM platforms you’ve worked with 2. Examples of setups or automations you’ve built 3. Hours your available to work and what timezone you're located in If you’re someone who enjoys building clean, efficient systems that make businesses run better, we’d love to hear from you.

I need assistance designing, structuring, and building a Clickup workspace to enhance my business efficiency. The project would include building and integrating multiple lists creating a CRM, project management processes/workflows, client dashboard templates, trained clickup AI Agents, and more. Ideal candidates would also be well versed in sharepoint development and the use of integrators like make.com, as additional scope may be added down the road. MUST be US Citizen. For consideration, please submit proof of recent and relevant/comparable work. Your submission should include at least 2 elements you found challenging about the development and how you resolved the challenges.

Create an A.i sales agent that automates tasks in real estate

We are looking for an experienced Asana Automation & Integration Expert to build or fix a strict, sequential, 1-for-1 Round Robin routing system for incoming form submissions. We currently have an Asana project (Talent Pool Sourcing Requests) where new tasks land via an Asana Form. We need these incoming tasks to alternate strictly and instantly between two main assignees (Arhi and Nandini) without failing. Ideally, it's easy to modify if we need more assignees. I'm open to your suggestion on how to solve this, ideally it's done within asana natively, but open to using Zapier or Make.com or N8N if best.

I am looking for a developer to build an automated email outreach system to pitch my music to independent radio stations. Requirements: Connect a database (Google Sheets or Airtable) to an email API (like Mailgun, Brevo, or Amazon SES). Create a template system that dynamically inserts personalized fields (Station Name, Director Name, Genre). Implement safe-sending protocols, including randomized delays (30-90 seconds) between emails to prevent spam flags. Assist with domain configuration (SPF, DKIM, DMARC) to ensure high inbox deliverability. Preferred Tech: Python or No-Code (Zapier/Make.com).

Summary Lighthouse Foundation is a Chicago nonprofit serving Black Queer Chicagoans. We are looking for an experienced automation contractor to audit and refine automations across Zapier, Eventbrite, Monday.com, and other systems used by the organization. This is mostly independent work on your own schedule. Standing meetings may be established upon hiring. Outside of that hour, the rhythm is yours. What you would do: Assess current Zapier automations to understand current flows. Creates new Zapier automations connecting to current platforms within the organization (Monday.com, Eventbrite, Zoom, etc.) Provides regular upkeep of Zapier automations to continually ensure quality and accurate data collection. Test Zapier automations to confirm they are importing the appropriate data to Monday.com. What we are looking for: A proven track record in designing and auditing automations in Zapier Experience in testing and confirming data integrations between software Strong, clear writing and the ability to translate program work into a compelling case Self-direction and reliability with deadlines Comfortable working independently and collaborating once a week Bonus: experience with funders focused on racial, economic, advocacy, community justice, or LGBTQ-serving organizations To help us get to know you, please share a short note about your experience creating and testing automations in Zapier and how you ensure data quality.

Univium (small-business consultancy) is hiring a part-time Consulting Lead to own client problems end-to-end: lead discovery calls, scope and design solutions, write dev briefs (Jira), review deliverables, and draft proposals. Start 5 hrs/week, scale to 10 then 20. Hire needed within 3–4 weeks. Hours & Rate - Start: 5 hrs/week; scale to 10 → 20 as proven - Rate: $90–$110/hr (final rate based on experience/fit) - Location: US-based only (required) - Timeline: must be available to start within 3–4 weeks Key responsibilities - Lead or co-lead 1–3 client discovery/consultation calls weekly - Scope client problems, design fit‑for‑purpose solutions, write clear Jira cards/dev briefs - Review dev output, manage handoffs, and communicate results to clients - Draft proposals with hourly estimates and confidence levels for owner review - Self-onboard to new clients by mining notes, recordings, existing systems - Flag high-risk/low-confidence work proactively What this role is NOT - Not responsible for writing production code (in-house devs implement) - Not responsible for owning sales or managing other consultants initially Success outcomes (first 6 months) - Help scale active clients from 3 → 5–6 without increasing owner hours - Independently move 1–2 projects/week from scope → dev handoff or run 2–3 consultations/proposals weekly - Owner spends time on risk-review/high‑stakes oversight, not solution generation - Minimal hand‑holding required for onboarding; interactions are net relief for owner - Documented process to onboard a second consultant by month 6–9 Required qualifications - US-based with flexible scheduling for client calls - 5+ years working with small businesses (SMB experience required) - Hands-on familiarity with at least 4 of: Airtable, Notion, Zapier / N8N / Make, Google Apps Script, Lovable / Replit - Strong client-facing experience (leading discovery, managing expectations) - Proven portfolio of end-to-end SMB projects (scoping → solution → handoff) - Excellent at writing dev briefs / Jira tickets and delegating execution - Strong strategic problem-solving and calibrated risk awareness - Available to ramp to 10 hrs/week on 1–2 weeks' notice Screening filters (what we’ll prioritize) - Clear portfolio of solved SMB problems, ability to justify tool choices - Evidence of self-directed initiative and minimal ramp-time hires - Comfortable working via Upwork (time tracker), available within 3–4 weeks - NOT a pure executor, enterprise-only consultant, or non-US-based How to apply Submit via Upwork with: - Relevant hourly rate expectation within $90–$120/hr - Short cover note (1–2 paragraphs) summarizing why you fit this role - 2–3 portfolio examples of SMB problems you’ve solved end-to-end (links or brief case studies) - Your earliest availability to start - We’ll screen on Upwork, present finalists to the owner. Owner will interview top candidates (30–45 min). Selected candidate starts at 5 hrs/week. Owner note to candidates: We need someone who makes the owner’s life easier from week one — minimal hand‑holding, strong judgment, clear communication. If that sounds like you, please apply.