- Hourly
- Expert
- Est. time: Less than 1 month, Less than 30 hrs/week
We are seeking an experienced editor to review and improve a long-form educational guide focused on Roth conversion strategies. The ideal candidate can improve structure, readability, engagement, and persuasive flow while maintaining technical accuracy. The guide will be used as a lead-generation asset for a wealth management firm. Project Goals The editor should help transform the guide into a polished, professional resource that: • Builds credibility and trust • Keeps readers engaged from beginning to end • Improves conversion from reader to consultation request • Simplifies complex financial concepts without oversimplifying • Maintains a professional, data-driven tone • Preserves regulatory and compliance considerations Deliverables 1. Copy editing and proofreading o Grammar o Spelling o Clarity o Consistency 2. Structural editing o Improve organization and flow o Strengthen section transitions o Eliminate unnecessary repetition 3. Reader engagement improvements o Better headlines and subheadings o Improved introductions and conclusions o Stronger narrative flow 4. Lead-generation optimization o Suggestions to improve reader retention o Recommendations for call-to-action placement o Identification of sections where readers may lose interest 5. Visual/content recommendations o Suggested charts, graphics, or callout boxes o Areas where examples or case studies would improve understanding Subject Matter • Roth conversions • Tax planning • Retirement planning • Business owner financial planning • Required Minimum Distributions (RMDs) • Tax diversification • Multi-year tax strategies Ideal Candidate Preference will be given to candidates with experience editing content related to: • Financial planning • Wealth management • Accounting • Tax strategy • Investment management • Professional services marketing Additional Information The current draft is approximately 2,300 words. The objective is to create a premium educational resource that reflects the standards of a boutique wealth management firm and encourages qualified readers to schedule an introductory consultation.
- Fixed price
- Intermediate
- Est. budget: $250.00
Project Type: Fixed Price Budget: $250-$500 Overview I'm the founder of Pallm Tech LLC, a software and automation company focused on workflow automation, operational systems, and AI-enabled software. We've developed LawOps, an Estate Planning Operations Platform built specifically for estate planning law firms. Before applying, please review: https://lawops.app LawOps is the Operating System for Estate Planning Firms. Track. Automate. Optimize. The platform helps estate planning firms improve operational visibility, automate workflows and client communication, identify bottlenecks, increase capacity, and create a better client experience throughout the estate planning lifecycle. Project Objective - Generate 5 qualified discovery calls with estate planning law firms. This is a pilot engagement intended to validate outreach channels, messaging, and market interest. If successful, this may lead to an ongoing relationship. ==Definition of a Qualified Discovery Call== A qualified discovery call must meet ALL of the following criteria: - Estate planning focused law firm - Minimum 3 employees - Owner, Partner, Attorney, Firm Administrator, Operations Manager, or other decision-maker involved - Prospect understands the purpose of the meeting - Prospect agrees to a live discovery/demo conversation regarding LawOps - Prospect attends the scheduled meeting - Meeting lasts at least 15 minutes - The goal of this engagement is not booked meetings. - The goal is attended discovery conversations with qualified prospects. - Leads, contact lists, email addresses, booked meetings that no-show, or meetings attended by non-decision makers do not count toward the project objective. - Project completion will be based on 5 attended and qualified discovery calls. - I would rather have 5 attended discovery calls than 50 leads. Quality matters far more than quantity. Responsibilities - Build target account list - Research firms and decision makers - Develop outreach messaging - Execute outreach - Schedule qualified discovery calls - Track outreach activity and results Ideal Experience Experience with one or more of the following: - B2B SaaS - Legal Technology - Practice Management Software - Workflow Software - Vertical SaaS - Business Development - Lead Generation - Appointment Setting Experience working with law firms is strongly preferred. To Apply After reviewing LawOps.app, please answer: 1. In your own words, what is LawOps? 2. How would you identify ideal target firms? 3. What outreach channels would you use first? 4. Share examples of similar lead generation or appointment-setting projects you have completed. 5. How many qualified discovery calls do you believe are realistic within this budget? Generic proposals will not be considered.
- Hourly: $50.00 - $80.00
- Expert
- Est. time: More than 6 months, 30+ hrs/week
Project Description We are looking for a highly proactive digital advertising and AI operations specialist to help us grow and operationalize a niche healthcare directory and AI-powered marketing platform serving specialized providers across the United States and Canada. This is not a basic virtual assistant role. This is not a task-only ad management role. We are looking for someone with a digital advertising first background who can work with our emerging AI operating system to help build, improve, and automate the systems behind provider profile promotion, Meta ad campaigns, creative production, client reporting, AI chat summaries, and recurring revenue growth. The right person will help us turn our current ideas, workflows, campaigns, reporting, and AI tools into a more scalable operating system. We are looking for a go-getter who can think, build, test, recommend, improve, and help us move faster. What We Are Building We operate a specialized healthcare directory with provider profiles, membership tiers, local awareness campaigns, and a developing AI operating system. Our growth model includes: Provider directory profiles Profile upgrades Localized Meta ad campaigns Advanced profile-promotion campaigns AI Chat Assistants on provider profile pages Monthly transparent performance reports Archived AI chat summaries Website chatbot upgrade opportunities Workflow automation AI-assisted reporting Future operating-system tools for participating providers We need someone who can work with our team and AI OS architect to help build the operational layer around this business. What You Will Help With Digital Advertising & Campaign Support You will help build and improve repeatable Meta ad campaign workflows. This may include: Creating Meta/Facebook/Instagram traffic campaigns Helping structure profile-promotion campaigns Developing ad creative concepts and variations Writing or improving ad copy Helping organize campaign naming conventions Helping create UTM structures Reviewing campaign performance Identifying opportunities to improve campaign results Helping standardize how campaigns are launched and reported The goal is to make campaigns easier to launch, manage, measure, and scale across many participating providers. Creative & Video Support You should be comfortable helping with simple creative production and short-form content. This may include: Editing short videos for Facebook/Instagram ads Repurposing provider-submitted video content Creating social-ready video clips Adding captions, light branding, and simple visual polish Creating Canva or CapCut templates Helping create reusable creative formats Testing new messaging angles Thinking creatively about how to educate patients in a simple, trustworthy way You do not need to be a Hollywood-level video editor, but you should be capable of producing clean, usable digital ad creative. AI OS Workflow Development You will work with our developing AI operating system and our technical AI architect to help improve workflows. This may include: Identifying tasks that can be automated Helping design campaign setup workflows Helping design monthly reporting workflows Helping design client communication workflows Helping organize archived AI chat summaries Helping document repeatable processes Helping test AI-assisted workflows Helping identify what the OS should do next We are not looking for someone who waits to be told every step. We want someone who can look at a process and say: “This can be improved.” “This can be automated.” “This should be templated.” “This should be reported differently.” “This would help us move more clients to the next level.” Reporting & Client Transparency A major part of the role will be helping us build impressive monthly reports for participating providers. Reports may include: Campaign creative used that month Campaign messaging promoted Profile visits Phone clicks Website clicks Contact actions Other micro-conversions AI Chat Assistant activity Archived chat transcript summaries Common patient questions Common patient concerns Conversion improvement recommendations Suggested next steps We want our monthly reporting to feel much more transparent and useful than a standard digital marketing report. The right person will help us create reports that providers actually value. Growth & Upgrade Path Support We are building a product ladder that moves providers from basic directory visibility into deeper AI-powered services. You will help us improve the workflows that move clients from: Basic profile visibility To promoted profile campaigns To advanced profile campaigns To website AI Chat Assistant adoption To deeper AI operating system adoption This role requires someone who understands that campaigns, reporting, creative, automation, and client communication all work together to create recurring revenue growth. Who We Are Looking For We are looking for someone entrepreneurial, proactive, and curious. The ideal candidate: Has a strong digital advertising background Has experience with Meta/Facebook/Instagram ads Understands funnels, conversion paths, and client reporting Can think strategically about how to grow recurring revenue Has basic video editing or short-form creative experience Is comfortable using AI tools Is interested in workflow automation Can document processes clearly Can make recommendations without waiting to be told Is comfortable working with a developing AI operating system Likes building systems, not just completing tasks Can work independently and bring ideas to the table We do not need a pure software developer. We do not need someone who only follows instructions. We need a digital growth operator who can help us build the machine. Helpful Experience Experience with any of the following would be helpful: Meta Ads Manager Facebook/Instagram traffic campaigns Facebook/Instagram lead generation campaigns Google Analytics 4 Google Tag Manager Looker Studio GoHighLevel or similar CRM platforms Zapier, Make, n8n, or similar automation tools Canva CapCut Descript Adobe Premiere ChatGPT, Claude, or other AI tools AI workflow design CRM workflows Local business marketing Healthcare, wellness, or professional services marketing Directory or membership platform marketing SEO/GEO workflows Client reporting dashboards You do not need to know all of these, but you should be comfortable learning and experimenting. Initial Project Focus The first phase will likely focus on helping us build a repeatable workflow for profile-promotion campaigns. This may include: Reviewing our current workflow Helping define a repeatable Meta campaign structure Creating reusable creative templates Creating reusable reporting templates Helping map how the AI OS can assist with campaign setup and reporting Helping design the monthly report structure Identifying areas where the process can be automated Documenting the workflow so it can be repeated across many providers We will likely use one provider profile as the initial test case before expanding the workflow across more participating providers. What Success Looks Like Success in this role means: Campaign workflows become easier to launch Creative production becomes more repeatable Reporting becomes more transparent and impressive AI-assisted workflows become more useful Manual tasks become systematized Processes are clearly documented Upgrade opportunities become easier to identify Clients receive better insight into performance The business becomes less dependent on one-off manual execution The system improves every month Important Note This role is for someone who wants to help build and improve a growing system. We are not looking for a passive contractor who waits for a checklist. We are looking for someone who can bring ideas, spot gaps, improve workflows, and help turn a niche healthcare directory and AI-powered marketing platform into a scalable growth engine. How to Apply Please include a short response answering the following: What is your experience with Meta/Facebook/Instagram advertising? What is your experience with AI tools or workflow automation? What is your experience with video editing or ad creative? What is an example of a campaign, workflow, system, or process you helped improve? Why does this type of entrepreneurial digital advertising and AI operations role interest you? Please do not send a generic cover letter. We are looking for someone who can think, build, and help us grow.
- Hourly
- Expert
- Est. time: 1 to 3 months, Less than 30 hrs/week
We are a US marketing agency seeking an experienced, policy-compliant Wikipedia consultant for a corporate article engagement. We operate under a properly disclosed paid-editing account and full compliance with the Wikimedia Terms of Use and WP:PAID is mandatory. If you work through undisclosed accounts, we are not the client for you. The situation: the subject is a publicly traded US e-commerce company. Its article was deleted at AfD in late 2024. A rebuilt, properly disclosed draft has since been declined twice at AfC, most recently on WP:NCORP grounds (the reviewer cited routine coverage and reliance on company-viewpoint sourcing). Around 20 sources are currently cited, including trade press and major regional business journals. Scope, in three milestones: Milestone 1 - Notability assessment. Review the AfD, both declines, and the current source list. Deliver a written, source-by-source opinion on whether the subject currently meets NCORP, applying WP:SIRS/WP:ORGCRIT standards honestly. "It does not currently qualify" is an acceptable and paid conclusion. Milestone 2 - Source strategy. Identify qualifying significant, independent, reliable coverage we may have missed, and define precisely what coverage gap remains if the subject falls short. Milestone 3 (only if Milestone 1 supports it) - Revise the draft around the strongest independent sourcing, advise on engaging with the reviewer, and support resubmission through the disclosed account. We are not asking for guaranteed placement, and we will not hire anyone who offers one. Wikipedia outcomes cannot be guaranteed by anyone operating legitimately. To be considered, your proposal must include: (1) Your Wikipedia username(s) (2) A link to your on-wiki paid-contribution disclosure (3) Links to at least two corporate articles accepted at AfC that you worked on under disclosed COI. Proposals without these three items will be declined.
- Hourly: $30.00 - $50.00
- Intermediate
- Est. time: More than 6 months, 30+ hrs/week
About Primal Health Coach Institute Primal Health Coach Institute (PHCI) is one of the world's leading health coach certification schools. Our mission is to improve lives by training world-class health coaches who help people achieve better health, happiness, and longevity through lifestyle change. Founded by Mark Sisson and Aaron Fox, PHCI has trained thousands of coaches around the world and is recognized by leading health coaching and wellness organizations. We are seeking a highly organized, detail-oriented Marketing Communications Specialist to help manage and execute our email marketing, digital communications, and promotional campaigns. Position Overview This is primarily an email marketing and digital marketing role. The Email Marketing & Communications Specialist will be responsible for planning, writing, editing, building, scheduling, and deploying email communications across the customer lifecycle. This includes communications with prospective students, current students, graduates, customers, referral partners, and event attendees. Working closely with leadership, this individual will help conceive, plan, and execute promotional campaigns, product launches, webinars, events, and ongoing customer communications. The right candidate will contribute ideas, identify opportunities to improve engagement and conversions, and play an active role in shaping PHCI's marketing communications strategy. This role is ideal for someone who enjoys both the creative and technical aspects of digital marketing and takes pride in producing high-quality communications that drive engagement and results. Responsibilities Email Marketing & Communications - Own and manage PHCI's email communications across the customer lifecycle - Draft, edit, proofread, and deploy email communications across the organization - Build and schedule email broadcasts - Create and manage email automations and nurture sequences - Segment audiences for targeted communications - Manage communications for prospects, students, graduates, customers, referral partners, and event attendees - Ensure consistency of voice, messaging, branding, and quality across all email communications - Maintain email templates, messaging assets, and communication standards - Manage reminder, renewal, onboarding, follow-up, and announcement campaigns - Test and quality-check campaigns prior to deployment Monitor email performance and recommend improvements Digital Marketing & Promotions - Help conceive, plan, and execute promotional campaigns and special offers - Contribute ideas for campaigns, promotions, launches, and customer engagement initiatives - Collaborate with leadership to develop marketing concepts, messaging, and promotional strategies - Build promotional email sequences and launch campaigns - Support webinar and event marketing initiatives - Coordinate campaign schedules, deadlines, and deliverables - Support enrollment and product launch campaigns - Help maintain marketing calendars and communication schedules Marketing Operations - Build and maintain campaigns within CRM and email marketing platforms - Update landing pages, forms, and campaign assets as needed - Maintain marketing documentation and SOPs - Coordinate with internal team members and contractors to support campaign execution - Help maintain audience databases and marketing systems Qualifications Required - 3+ years of experience in email marketing, digital marketing, marketing communications, content marketing, or a related role - Excellent writing, editing, proofreading, and communication skills - Exceptional attention to detail - Strong organizational and project management skills - Ability to manage multiple projects and deadlines simultaneously - Ability to adapt messaging for different audiences while maintaining a consistent brand voice - Demonstrated ability to think strategically about marketing, customer communication, and audience engagement - Ability to generate ideas and translate them into actionable marketing campaigns - Comfort working independently in a remote environment - Ability to learn new software platforms and systems quickly Preferred - Experience supporting online education, coaching, health, wellness, or membership-based businesses - Experience with Keap CRM/email marketing platform. If not Keap, a similar platform (e.g. ActiveCampaign, HubSpot, Mailchimp, ConvertKit) - Experience building marketing automations and customer journeys - Experience with audience segmentation and email campaign optimization - Familiarity with landing page builders, CRM systems, and digital marketing tools What Success Looks Like Within your first 30 days, you will: - Learn PHCI's products, audiences, and communication strategies - Take ownership of recurring email campaigns and communications - Successfully execute promotional and enrollment campaigns - Maintain accurate campaign schedules and communication workflows - Become a trusted member of the marketing and leadership team Within your first 6 months, you will: - Improve the consistency, quality, and effectiveness of PHCI's communications - Contribute meaningful ideas to promotional planning and marketing strategy discussions - Proactively identify opportunities to improve engagement, communications, and enrollment performance - Take increasing ownership of campaign planning and execution - Help drive enrollment growth through effective email marketing and digital communications Compensation - Competitive compensation based on experience Flexible schedule - Approximately 10-20 hours per week - Opportunity for increased responsibility and career growth over time Who Will Thrive In This Role You enjoy writing and editing. You can take a rough idea and turn it into a polished, professional communication that informs, engages, and inspires action. You're not just a task executor. You enjoy generating ideas, solving problems, and finding better ways to engage customers and support business growth. You are highly organized, detail-oriented, and dependable. You enjoy working with email marketing systems, automations, and digital marketing tools. You take pride in getting things right and ensuring communications are delivered accurately and on time. Most importantly, you're excited by the opportunity to help people improve their health and lives through education and coaching. If you're looking for an opportunity to make a meaningful impact while developing your skills in email marketing, digital marketing, and marketing communications, we'd love to hear from you.
- Hourly
- Expert
- Est. time: Less than 1 month, Less than 30 hrs/week
Klaviyo Expert Needed: Deliverability Audit, Shopify Flows, Segmentation & WhatsApp Setup We are looking for an experienced Klaviyo specialist to audit and improve our email marketing setup across multiple Shopify sites and marketing blasts. Our recent campaign performance shows strong engagement and no spam complaints, but we have elevated bounce rates with certain inbox providers and need help tightening list hygiene, segmentation, flows, consent capture, and reporting. Scope of work: * Audit Klaviyo account health, deliverability, sender setup, and DNS/authentication status * Review recent campaign performance and identify causes of elevated bounce rates * Clean and organize lists/segments, including inactive recipients, engaged audiences, language preferences, and WhatsApp/SMS consent * Recommend and help implement an opt-in or re-permission campaign if appropriate * Review website, signup forms, and Shopify checkout consent language; flag gaps and implement approved privacy/marketing language where needed * Build or improve core flows, including welcome/new subscriber logic and abandoned cart emails across multiple Shopify sites * Confirm Shopify event tracking is working properly: Viewed Product, Added to Cart, Started Checkout, Placed Order, etc. * Assess and implement Klaviyo WhatsApp features where technically and legally appropriate * Set up simple reporting so we can track list health, deliverability, flow performance, revenue, and proof of improvement over time Ideal candidate: * Strong Klaviyo experience, especially with Shopify * Comfortable with deliverability, list hygiene, segmentation, and lifecycle flows * Experience with bilingual or multi-market audiences is a plus * Experience with Klaviyo SMS / WhatsApp is a plus * Able to explain decisions clearly and train our team on maintaining the setup Please include examples of similar Klaviyo audits or flow builds you have completed, especially where you improved sender health, reduced bounce rates, or organized messy lists/segments.
- Hourly: $15.00 - $25.00
- Expert
- Est. time: 1 to 3 months, Less than 30 hrs/week
WHO WE ARE AND WHERE WE ARE We are a small US software company entering healthcare IT, building our first EMR (electronic medical record) product for outpatient clinics. We say that plainly because it is the honest headline of this posting: we are new to this domain, we are pre-launch with no clients yet, and what we bring is a team that builds software well and the discipline to learn the domain properly before we build. We are looking for the person who guides us through the billing phase. We are at the stage where the billing and charge capture module gets designed: the part of the system where a finished visit becomes diagnosis codes, procedure codes, modifiers, charges, and ultimately a clean claim. Before we commit engineering time, we want that design grounded in how real US clinics actually operate, not in how software people imagine they operate. We would rather pay an expert to correct us early than pay for the rework later. WHY THIS ROLE EXISTS We are hiring an expert in US medical billing and coding as a paid guide and advisor for this phase of the build. To be completely clear up front: this is a teaching and advisory engagement. You will not process claims for us. There is no production billing work. You will never see patient data of any kind; all discussion uses hypothetical or fully de-identified examples. What we are buying is the knowledge in your head: the real, messy, day-to-day workflow of coding and billing in US outpatient clinics, explained patiently to a technical team that knows software well and clinic operations only from the outside. WHAT YOU WILL DO IN THE FIRST ENGAGEMENT The first engagement is 5 to 10 hours of your time over roughly 2 to 3 weeks, structured like this: 1. A 30 minute paid intro call. We confirm fit, agree on the session plan, and answer your questions. 2. Two or three recorded video sessions of 60 to 90 minutes each. The detailed plan below describes three sessions; if we land on two, sessions B and C get combined. Screen sharing is welcome for anything you can legally show, such as blank superbill templates, encoder tools, or public payer fee schedules. Recordings are for our internal design reference only and will never be published or shared outside the product team. 3. Async written follow-ups. We will keep a shared document of follow-up questions as they come up during design work. We ask you to answer in writing, billed hourly. 4. One design review pass. We show you our draft billing screens and workflow diagrams and you tell us, bluntly, where they diverge from clinic reality. DETAILED SESSION PLAN Session A: From the encounter to the codes. How a visit actually turns into codes in your clinic. Who does what: front desk, medical assistant, provider, coder, biller, practice manager. Eligibility checks before the visit. How the provider documents, and whether the provider selects codes at the point of care or a coder abstracts them from the note afterward. How superbills and charge capture work in practice, paper and electronic. Favorites lists and specialty-specific code subsets. E/M leveling in the office setting (99202 to 99215) and how providers really pick the level. How modifiers get applied in real life: 25, 59 and the X subset, 24, 79, LT and RT, and the ones that cause the most trouble. Place of service codes. How specialties differ, to whatever extent you have seen (primary care, behavioral health, PT, specialty surgical, etc.). Session B: From the codes to the paid claim. Charge entry and charge review. Claim scrubbing: what edits fire before submission (NCCI pairs, medical necessity against LCD and NCD policies, payer-specific rules) and what tool runs them. How the 837P gets generated and which clearinghouse you use (Availity, Waystar, Trizetto, Optum, other) and what the clearinghouse rejects versus what the payer denies. What comes back: 835 ERA and EOBs, payment posting, adjustment codes (CARC and RARC) you see most. The denial workflow: the most common coding-related denial reasons, who works them, and how rework flows back to the coder or provider. Patient statements and balances. Where charge lag comes from and what makes a clean claim rate good or bad. Session C: Where the codes themselves come from and how they are maintained. This session matters a lot to us. We want the ground truth on sources: when you assign an ICD-10-CM, CPT, or HCPCS code, where does the list you are choosing from physically live? EHR or PM built-in code sets from the vendor? An encoder subscription such as AAPC Codify, Optum EncoderPro, or Find-A-Code? Code books on a desk? Payer fee schedules? Spreadsheet cheat sheets the clinic maintains? All of the above? How the annual update cycle reaches you in practice: ICD-10-CM on October 1, CPT on January 1, HCPCS quarterly. What actually happens in the clinic in the weeks around those dates: who updates the superbill and the favorites lists, what breaks, how claims spanning the cutover get handled, and what happens when a code you used all year is deleted or replaced. How payer fee schedules and RVU-based pricing enter the picture when charges are set. THE CONCRETE QUESTIONS WE NEED ANSWERED If you read only one section, read this one. These are the questions driving the engagement: 1. What process does your clinic follow, end to end, to get from a completed patient visit to a submitted claim? Who touches it at each step and in what system? 2. How do the people assigning codes obtain those codes day to day? Is the source a physical book, a website, an Excel sheet, a database inside the EHR, an encoder subscription, or some combination? 3. How feasible is it for a clinic to have, or to want, the complete code lists inside its EMR, and what does the clinic expect the EMR vendor to handle (including how you understand CPT licensing from the AMA to work in practice, versus ICD-10-CM and HCPCS which are public)? 4. What should a well-designed EMR billing module do for coders and billers that your current systems do badly? Where do you lose the most time? What causes the most preventable denials? 5. If you were advising a team building charge capture from scratch for outpatient clinics, what would you insist they get right, and what common vendor mistakes would you warn them away from? OUR CURRENT WORKING UNDERSTANDING (CORRECT US WHERE WE ARE WRONG) We have done our homework from public sources, but reading about billing is not the same as living it. So you can calibrate your teaching, here is our current mental model. Part of your job is to tell us where it is wrong or oversimplified: 1. In small and mid-size clinics, the provider often picks codes from a superbill or favorites list at the point of care, and a biller or coder reviews and corrects before charges go out. In larger or specialty settings, certified coders abstract codes from the note. 2. Clinics do not maintain full code catalogs themselves. The EHR or PM vendor ships licensed code sets, supplemented by encoder subscriptions and payer fee schedules. 3. ICD-10-CM and HCPCS Level II are public and free from CMS and CDC. CPT and its modifiers are AMA-owned and licensed, which is why EMR vendors pay royalties, and why clinics get CPT through their software rather than downloading it. 4. Claim scrubbing against NCCI edits and payer rules happens in some combination of the PM system and the clearinghouse before the payer ever sees the claim. 5. Most coding-related denials trace back to a handful of causes: medical necessity mismatches between ICD and CPT, missing or wrong modifiers, bundling edits, and eligibility problems that predate coding entirely. 6. The annual code updates are a recurring operational pain, mostly absorbed by the vendor plus a manual scramble to update superbills and favorites. If several of those made you wince, you are exactly who we want to talk to. DELIVERABLES - The recorded sessions themselves (internal use only). - Written answers in the shared question and answer document. - Margin notes or a marked-up review of our draft billing workflow designs. - Blank, non-proprietary artifacts are a bonus if you have them: a sample superbill template, a denial worklist structure, anything that shows the shape of the work without any real data. WHO WE ARE LOOKING FOR Required: - 3 or more years of hands-on coding and billing work in US outpatient clinics. Deep, real US clinic experience is the one thing we cannot compromise on. - CPC (AAPC) or CCS (AHIMA) certification strongly preferred; equivalent verifiable hands-on experience considered. - Daily working experience with at least one EHR or PM system such as Tebra (Kareo), athenahealth, eClinicalWorks, AdvancedMD, DrChrono, NextGen, or similar. - Able to explain clearly on camera, patient with beginner questions, and comfortable being recorded for internal use. Strong pluses: - CPB certification or hands-on billing (not just coding) responsibility. - Practice administrator or billing manager experience: you have owned the whole revenue cycle, not one seat in it. - Multi-specialty exposure. - Direct denials management ownership. - Prior consulting, training, or teaching experience of any kind. This engagement is essentially structured teaching. - Experience with more than one EHR, so you can compare how different vendors handle code selection and charge capture. - US-based, for the in-clinic perspective. WHAT THIS ROLE IS NOT - Not a medical billing services engagement. We are not outsourcing billing and there are no claims to work. - No PHI, ever. Do not share real patient information in any form during this engagement. Hypothetical and de-identified examples only. - Not credentialing, not AR cleanup, not a virtual assistant role. - Not a sales or referral role. LOGISTICS AND RATE - Hourly, 12 to 25 USD per hour, via a standard Upwork hourly contract. - If your rate is above this range but the engagement appeals to you, apply anyway and quote your real rate. For the right guide we will stretch. - 5 to 10 hours total for the first engagement, spread over 2 to 3 weeks at a pace that fits your schedule. - Sessions on Zoom or Google Meet, scheduled between 9am and 5pm US Central Time. - English. - All communication and payment stays on Upwork. AFTER THE FIRST ENGAGEMENT If the first engagement goes well there is a strong likelihood of ongoing advisory work while we build: recurring design reviews as screens get real, helping us design realistic denial and edge-case scenarios for testing, and sanity-checking claim outputs against what a clinic would expect to see. We are at the start of this product. The person who teaches us billing now has a standing seat at the table as it grows. HOW TO APPLY Start your proposal with the single word SUPERBILL so we know you actually read this posting. Generic copy-paste proposals will be declined without reply. Then answer these six questions directly in your proposal. Short, concrete answers beat long generic ones: 1. Which certifications do you hold (CPC, CPB, CCS, other) and how many years have you worked in US outpatient billing or coding? 2. Briefly walk us through how a claim gets from the provider signing the note to an 837P leaving the clearinghouse at your current or most recent clinic. Five sentences is plenty. 3. When do you use modifier 25 versus modifier 59? One or two sentences each. 4. Which EHR or PM systems have you used daily, and which encoder or code lookup tools? 5. Where do the code lists you work from actually come from in your clinic (vendor code sets, encoder subscription, books, spreadsheets)? 6. Have you taught, trained, or advised others before, in any setting? If yes, tell us about it in two or three sentences. OUR HIRING PROCESS We review proposals daily. Shortlisted candidates get a 30 minute paid intro call within a few days. We expect to hire quickly and start the first session within a week of hiring. If the answers to questions 2 and 3 in your proposal are solid, you are most of the way to the shortlist already. FREQUENTLY ASKED QUESTIONS Q: Is this ongoing billing work? A: No. It is a paid advisory engagement about how billing works, with likely ongoing advisory (not production) work afterward. Q: Will I need to prepare slides or materials? A: No. We will bring the questions and drive the agenda. Blank templates or public tools you can show on screen are welcome but not required. Q: Will you share my recordings? A: No. Recordings are internal design reference for the product team only. Q: Agency or solo? A: Solo individual experts strongly preferred. We want the person who did the work, not an account manager. Q: Do I need to be US-based? A: What we require is deep hands-on experience in US clinic billing. US-based is a plus for the in-room clinic perspective, but strong candidates with daily US billing experience will be considered wherever they live. Q: Why is the rate range modest? A: We are a small company at the start of our first EMR, and we have scoped this as a focused advisory engagement rather than a long contract. If your rate is higher, quote it and we will consider stretching for the right person.
- Fixed price
- Expert
- Est. budget: $1,000.00
Hey! Please read: I'm looking for a full-time, long-term assistant to help me in my everyday tasks & grow alongside me. No need to have a lot of experience, you'll learn everything you need to know after getting hired. Salary starts at $1K/month and goes up from there. The more reliable you become, the higher you'll get paid. I don't have a limit in mind. This is for people who are are passionate about supportive roles and, therefore, open to working long hours every day. No other jobs. Here are some examples of what you should be good at: - solve problems, find answers to anything, be resourceful - do thorough research on any topic - help hire people - manage a few employees - proof read, check mistakes in videos - come up with ideas - learn (or already knows) about clothing, materials, cuts - be good with criticism BONUS: If you're great at UGC (being on camera), that will be extremely useful, since running ads is my main priority. The plan is to hire you long-term, & you'll take part in most of the things I do. Your salary increases as we go on and as you get better at handling responsibilities. Message "EXCELLENT" if this sounds like you.
- Hourly
- Intermediate
- Est. time: 1 to 3 months, Less than 30 hrs/week
We are seeking a Senior UX Technical Writer and QA Specialist to support a large-scale DITA content migration initiative by ensuring migrated content is accurate, complete, and consistently formatted in our new CCMS. This is a 45-day project-based engagement focused on validating migrated structured content against source materials (technical documentation) while identifying formatting issues, structural inconsistencies, and content gaps. The ideal candidate has 10+ years of experience in technical writing or structured content management, with a meticulous eye for detail and experience working within content management systems. Experience with DITA, structured authoring, and regulated industries such as healthcare is highly desirable. Project Scope You will be responsible for validating migrated content and ensuring it meets established quality standards by: - Reviewing migrated DITA content against original source materials - Validating formatting, structure, completeness, and content integrity - Identifying content defects, inconsistencies, and formatting issues - Tracking findings and documenting recommended corrections - Collaborating with content strategists, SMEs, and project leads to resolve issues - Supporting quality assurance activities throughout the migration process Deliverables - QA review of assigned content sets - Detailed issue log with recommended corrections - Final validation summary documenting completed reviews and outstanding issues Engagement Details - Duration: Approximately 45 days Working Model: - Short asynchronous daily check-ins - Weekly reviews with Content Strategy leads and SMEs Tools: - Madcap IXIA - MS Word, Sharepoint - Adobe PDF Preferred Experience: - 10+ years of experience in technical writing - Experience performing large-scale content migrations or structured content QA - Strong familiarity with DITA and Structured Content Management Systems - Experience with style guides, playbooks, and content governance - Healthcare or other regulated industry experience is a plus - Exceptional attention to detail and documentation skills
- Hourly
- Expert
- Est. time: More than 6 months, Less than 30 hrs/week
Overview We are a leading AI marketing platform serving B2B technology companies. We combine cutting-edge AI tools with a talented human creative team to produce high-quality marketing content at scale. We're looking for an experienced Content Manager to own client relationships and oversee content production for a cybersecurity client, with potential to expand to additional accounts. The Role You'll serve as the day-to-day account lead for an active B2B technology client, managing content production from brief to delivery. You'll work directly with the client on Zoom calls, receive and interpret their requests, and oversee a team of writers, designers, and video editors to deliver outstanding work. You'll also work inside our proprietary AI marketing platform to draft, review, and manage content workflows. This is not a "prompt and post" role. We believe AI gets you 80% of the way there — your job is that critical final 20%: judgment, quality, brand alignment, and client communication. Responsibilities -Serve as primary client contact; join regular Zoom calls with client stakeholders -Receive client briefs and translate them into clear creative direction for our production team -Use our Media Shower platform to manage orders, review deliverables, and track feedback -Draft and edit content using AI tools, then refine against client brand guidelines and voice -Oversee output across formats: blog posts, white papers, social campaigns, email nurture streams, landing pages, and video -Maintain quality control across all deliverables — nothing goes to the client without your sign-off -Proactively flag issues, manage timelines, and keep production moving Requirements -3+ years managing content or accounts at a B2B tech company, agency, or marketing platform -Outstanding writing and editing skills (you can tell the difference between good content and AI slop) -Experience using AI writing tools (Claude, ChatGPT, or similar) and refining output against brand guidelines -Comfortable on client-facing Zoom calls: professional, articulate, confident -Strong project management skills; able to juggle multiple deliverables and deadlines -Familiarity with B2B marketing concepts: buyer personas, funnel stages, SEO, demand gen -Cybersecurity or enterprise tech experience a strong plus Logistics -Contract role via Upwork; all payment processed through Upwork -Remote; must be available during US business hours (ET preferred) -Estimated hours: 10 hrs/week To Apply Please include a brief note on your B2B tech experience, a sample of content you've edited or produced, and your hourly rate.