Title: Senior RevOps / Lifecycle Marketing Consultant Needed to Design Recruiting Lead Lifecycle & Automation Strategy We are one of the fastest-growing insurance distribution organizations in North America and are seeking a highly experienced RevOps, Lifecycle Marketing, or Marketing Automation consultant to help design our end-to-end recruiting lead lifecycle. This is NOT a campaign management role. This is a strategic architecture and process design engagement. Our organization generates thousands of recruiting leads each month through multiple channels (Indeed, job boards, paid media, referrals, reactivation campaigns, etc.). We need an expert to help us design the ideal candidate journey from first inquiry through hiring, onboarding, activation, leadership development, and long-term re-engagement. Project Goal Create a comprehensive Recruiting Lifecycle Blueprint that defines: • Lead stages • Candidate journey • Communication strategy • Automation workflows • Ownership and accountability • CRM architecture • Reporting and KPIs Deliverables 1. Candidate Lifecycle Architecture Design the complete lifecycle including: * New Lead * Contact Attempt * Engaged Prospect * Interview Scheduled * Interview Completed * Hired * Licensed * Code Ready * Activated (First Sale) * Future Leader * Inactive Agent * Reactivation Prospect For each stage define: * Entry criteria * Exit criteria * Required actions * Success metrics 2. Communication Strategy Design communication cadences for: * Phone calls * SMS * Email * AI-assisted communication * Human follow-up Provide recommendations on: * Order of operations * Timing * Frequency * Escalation rules * Best practices 3. Workflow Design Create workflow maps for: * New lead response * No response follow-up * Interview nurture * Licensing nurture * Activation nurture * Leadership development * Long-term recruiting nurture * Reactivation campaigns Include branching logic and trigger recommendations. 4. Long-Term Nurture Strategy One of the most important components of this project. We want recommendations for maintaining relationships with recruiting leads for months and years. Examples: * Monthly nurture * Quarterly nurture * Success stories * Career updates * Event invitations * Re-engagement campaigns Define how leads should move between active recruiting and long-term nurture. 5. CRM & Automation Architecture Review and recommend architecture for: * HubSpot * Salesmsg * Zapier * Smartlead * AI communication tools We are looking for process design and architecture recommendations, not necessarily implementation. 6. KPI Framework Define reporting recommendations including: * Speed-to-lead * Contact rate * Interview rate * Hire rate * Licensing rate * Activation rate * Code rate * Long-term conversion metrics * Reactivation metrics Ideal Experience Strong preference for candidates who have built lifecycle systems for: * Recruiting organizations * Insurance organizations * Mortgage organizations * Real estate organizations * Franchise development * High-volume sales recruiting * Large-scale lead generation funnels Required Experience * RevOps * Lifecycle Marketing * CRM Architecture * Marketing Automation * HubSpot or Salesforce * SMS and Email Automation * Lead Nurture Systems Please provide examples of similar lifecycle architecture projects you have designed and the results achieved. This project is strategy-first. We are looking for someone who can help us design the blueprint that will drive our recruiting operation for the next several years.

**Job Description:** We are looking for an experienced Software Quality Engineer to enhance quality in our SaaS platform through manual testing, test automation, API validation, and collaboration across teams. This senior role focuses on building scalable quality systems rather than just executing test cases. **Core Responsibilities:** - **Quality Strategy:** Improve QA processes, establish testing standards, create risk-based testing, and drive quality metrics. - **Manual Testing:** Develop test plans, perform exploratory and regression testing, validate workflows, and document defects. - **Test Automation:** Design automated testing frameworks for UI and APIs, integrate testing into CI/CD pipelines, and enhance automation coverage. - **API Testing:** Test REST APIs, validate authentication, and create automated regression suites. - **Data Validation:** Validate application data, perform data reconciliation, investigate issues using SQL, and verify integrations. - **Documentation:** Maintain test plans, QA processes, release checklists, regression suites, status reports, and defect documentation. - **Collaboration:** Work with developers, participate in reviews, lead bug triage, and communicate quality risks. **Required Experience:** - 5+ years in QA for SaaS products - Strong manual and test automation skills - API testing experience and strong SQL skills - Agile methodology experience - Excellent communication skills **Preferred Experience:** - Familiarity with AI tools for QA processes - Experience with B2B SaaS platforms, enterprise software, and complex workflows **Automation Tools:** Playwright, Cypress, Selenium, TestCafe **API Tools:** Postman, Swagger/OpenAPI **Data Validation:** SQL Server, PostgreSQL, MySQL

We're an AI agent development, business automation, and quality assurance agency. We help businesses scale by building custom AI agents, automating their operations, and ensuring everything ships reliably. We're hiring a results-driven SDR to own our outbound engine. Your job: find high-fit prospects, start real conversations, and book qualified discovery calls for our Lead Architect. What You'll Do Prospecting & list building — Build targeted lead lists against our ICP using Apollo.io, LinkedIn Sales Navigator, and specialized databases. Outbound outreach — Run multi-channel sequences: personalized LinkedIn, strategic email, and the occasional voice note. Qualification — Filter for prospects with the technical complexity and budget that fit our AI, automation, and QA services. Appointment setting — Own the top of the funnel and book 2–3 qualified discovery calls per week. CRM management — Keep meticulous records of outreach activity and lead status. What We're Looking For 2+ years of B2B sales — Proven outbound track record, ideally with technical agencies, SaaS, or professional services. Technical literacy — You can confidently discuss AI agents, APIs, CRM workflows (HubSpot / ActiveCampaign), and business process automation (Zapier). Exceptional communication — You write concise, high-impact copy that cuts through the noise, and you lead with value instead of a hard sell. Tool proficiency — Hands-on experience with Apollo.io, LinkedIn Sales Navigator, and modern CRMs. Self-starter mentality — This is a remote, autonomous role. You'll manage your own volume and report on weekly KPIs. How to Apply Send a short note telling us: A recent outbound campaign you ran and the result. The tools you're fastest in. One line of cold outreach copy you'd send to a CTO at a mid-market company drowning in disconnected systems.

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.

About Sweet Sweet helps accounting and CPA firms put AI to work in their actual day-to-day — bookkeeping, reconciliations, payroll, close, and tax review. We're a fast-growing, founder-led company that acts as a "fractional AI director" for firms, guiding them from assessment to fully built-out AI workflows. Lots of inbound demand, real traction, and a clear mission: make accounting firms dramatically more capable with AI. The Role We're hiring a Business Development Representative to be the engine behind our sales pipeline. This is a high-activity, phone-first role for someone who loves talking to people, moving fast, and turning warm leads into booked appointments. What you'll do Call leads ASAP — the moment a lead comes in, you're on the phone to qualify and set appointments. This is the core of the role. Set appointments — qualify warm prospects and get them on the calendar with our team. Push pipeline forward — work an existing pipeline of leads, keeping every opportunity moving and nothing falling through the cracks. Multi-channel outreach — reach out to warm contacts in our lead list via phone, email, and LinkedIn. What we're looking for Comfortable and confident on the phone — you'd rather dial than wait Fast follow-up instincts; speed-to-lead is your default Strong written communicator for email and LinkedIn outreach Organized and persistent — you follow up until you get an answer Self-motivated and goal-driven Sales, SDR/BDR, appointment setting, or call-center experience is a plus (not required) If you're reading this, add keyword 'vanilla' to your application so I know it's not an automated application- thanks! Why Sweet Warm leads — no cold-list grind; you're working real, interested prospects Clear, simple focus: call fast, qualify, book meetings Get in early at a fast-moving company at the front edge of AI

I'm looking for a proactive, detail-oriented Business Operations & Marketing Assistant to become a trusted right hand in my growing online education and spiritual wellness business. This is much more than a traditional virtual assistant role. I'm looking for someone who enjoys bringing order to ideas, communicating clearly, solving problems, and helping move projects forward. You'll support day-to-day operations, marketing, customer experience, and community engagement while helping identify opportunities to streamline workflows using AI and automation. The ideal person is warm, highly organized, naturally curious, and takes initiative. You communicate proactively, follow through on commitments, and enjoy learning new tools and systems. You're comfortable wearing multiple hats in a small business and are excited to grow alongside a mission-driven company. This position will begin at approximately 5–7 hours per week with the opportunity to grow over time. I'm looking for someone who is available Monday through Friday for regular communication and quick check-ins throughout the week, even if the total weekly hours are relatively small. Experience with AI tools, marketing support, customer engagement, and online business platforms is a strong plus. An interest in personal growth, spirituality, or holistic wellness is also highly valued, as I believe genuine alignment helps create a more meaningful partnership. You can learn more about the business at www.sarahbellestyle.com.

Project: Exponentials – AI-Powered Personalized Discovery Platform Overview Exponentials is an AI-powered personalized discovery platform built around a simple but ambitious idea: The internet is optimized for search, advertising, and recommendation systems that push information toward users. We believe the next major category is personalized discovery: AI systems that understand intent and help users discover the most relevant products, services, experiences, education, healthcare resources, media, travel opportunities, software, and knowledge. We have already built a working investor-facing prototype: https://pull-discovery-core.base44.app The current demo allows users to enter natural-language queries and receive AI-generated discovery recommendations across multiple categories. Rather than simply returning traditional search results, the platform attempts to identify user intent, explain why recommendations were selected, and surface relevant discoveries spanning products, experiences, education, media, travel, wellness, software, and more. The visual design and core concept are strong. The next stage is transforming the prototype into a compelling investor-ready product while building the systems, automation, and fundraising infrastructure needed to support rapid growth. This is not a typical freelance coding project. We am looking for someone who can operate as a founding-level contributor and help bridge product development, investor readiness, fundraising operations, and strategic execution. Primary Mission Your primary mission is to help Exponentials become significantly more attractive to investors, strategic partners, and future customers. This includes strengthening the product itself, improving investor confidence, and creating the operational systems needed to raise capital efficiently. Primary Responsibilities Investor Readiness and Fundraising Infrastructure This is the highest-priority responsibility. Help design and implement systems that support fundraising, including: Investor CRM Investor pipeline management Investor segmentation Relationship tracking Outreach automation Follow-up systems Meeting scheduling workflows Investor updates Data room organization Due diligence preparation Fundraising dashboards Pipeline analytics Experience with tools such as HubSpot, Airtable, Clay, Notion, Apollo, Instantly, Zapier, Make, Gmail automation, and similar platforms is highly valuable. Investor Demo Optimization The Exponentials demo is intended to help investors understand the long-term vision of personalized discovery. Responsibilities include: Improving demo quality Strengthening credibility Improving recommendation quality Eliminating weak or broken experiences Creating compelling investor journeys Improving onboarding Improving first impressions Increasing confidence in the product vision The goal is to create a demo that immediately communicates why Exponentials could become an important platform category. Discovery Engine Improvement The product currently attempts to identify intent and recommend discoveries across multiple industries. Areas of focus include: Intent detection Entity discovery Recommendation quality Result ranking Trust and credibility Explanation systems Entity resolution Verified recommendations Multi-category discovery experiences Categories include: Ecommerce Education Healthcare Media Travel Experiences Restaurants Wellness Software Consumer products Experience with recommendation systems, search, retrieval, ranking, AI workflows, knowledge systems, or discovery products is highly desirable. Exponentials Investment Thesis Why this is inevitable — 8 core arguments 1 Exponentials is solving the AI backlash via the co-evolution of AI and humans in the service of human needs, and thus moving from the current extraction model of AI to a collaborative model. For Exponentials, this is moving past discovery silos to create unified discovery across (initially, $25 trillion TAM) Ecommerce, healthcare, education and media. This is accomplished through the combination of Search, LLM's and World models 2 AI can't be (optimally) successful if too many of its (potential) customers are fearful of or dislike AI 3 AI is feared and disliked (in addition to loved), as customers are smart enough to realize that AI is employing an extraction model on humans rather than a collaborative model with humans in the service of human needs 4 Major tech CEO's telling the public that they are wrong to have negative views about AI is insulting one's customer 5 If the AI industry wants to get into a war with the public it will be a stalemate at best. AI has enough perceived benefits already and the AI companies are powerful enough that they can impose their will on the public to a certain degree, but 6 It is inevitable that the AI companies who actually give the customers what they want and what truly benefits them, by flipping from the push to the pull model, will have a sustainable competitive advantage, with both inevitability and defensibility. 7 Famously, the future is already here. It is just not evenly distributed. And famously, there is nothing more powerful than an idea whose time has come. 8 We are not selling technology. We are not selling a model of AI. We are selling an empowered path for humanity that is inevitable and defensible because the AI backlash is real and not sustainable long term.

HudsonLogic is expanding its network of Workday Adaptive Planning professionals for current and future client engagements. We are seeking consultants, developers, administrators, reporting specialists, and solution architects who can contribute across full life-cycle implementations, enhancements, support, reporting, and integrations. About the Work: Our Workday Adaptive engagements may include: • New Workday Adaptive implementations • Enhancements to existing Adaptive environments • Budgeting, forecasting, planning, and close-cycle support • Model, sheet, dashboard, and report development • Financial statement and management reporting • OfficeConnect development and support • Integration design, development, and troubleshooting • Data loading, mapping, validation, and reconciliation • Security, workflow, and administrative configuration • Documentation, optimization, and process improvement Roles We Are Seeking: • Developer: Sheets, accounts, formulas, workflows, dashboards, reports, imports, exports, and model logic • Administrator: Security, users, dimensions, levels, versions, configuration, and platform administration • Architect: Solution design, model architecture, best practices, discovery, and client advisory • Reporting Specialist: Financial reporting, management reporting, dashboards, board reporting, and OfficeConnect • Integration Specialist: ERP, payroll, HRIS, CRM, data warehouse, APIs, loaders, mappings, and data validation Desired Experience: Candidates should possess experience in some or all of the following: • Workday Adaptive Planning configuration and administration • Modeled sheets, cube sheets, standard sheets, assumptions, and accounts • Adaptive formulas, calculated accounts, shared formulas, and model logic • Financial planning, budgeting, forecasting, and reporting processes • Dashboards, reports, matrix reports, and OfficeConnect • Data imports, exports, mappings, and integration troubleshooting • User security, workflow, process tracking, and access management • Client-facing requirements gathering and solution development Additional experience that is highly valued: • Implementing Adaptive Planning from the ground up • Taking over environments built by another consulting team • ERP, payroll, HRIS, CRM, BI, or data warehouse integrations • Working directly with CFOs, Controllers, FP&A leaders, and finance teams Engagement Model Work may be assigned based on project demands, client requirements, consultant expertise, and availability. Work may include: • Project-based implementation work • Fractional architect or developer engagements • Planning and forecast-cycle support • Reporting and dashboard initiatives • Enhancement and optimization initiatives • Advisory and solution architecture engagements Assignments will be based on client demand, consultant expertise, availability, and project fit. Ideal Candidates: • Strong technical expertise in Workday Adaptive Planning • Comfortable working independently and directly with clients • Strong consulting skills • Able to diagnose issues and recommend practical solutions • Organized, detail-oriented, and capable of documenting work • Curious and adaptable • Professional, reliable, and accountable What to Include in Your Response: • Summary of your Workday Adaptive experience • Areas of expertise and specialization • Examples of relevant projects • Industries supported • Availability and preferred engagement model • Preferred hourly rate • Certifications and credentials • Experience working directly with finance and FP&A teams About HudsonLogic HudsonLogic is an AI-forward data, analytics, and enterprise systems consulting firm. We help organizations design, build, and operationalize modern data and analytic ecosystems across data platforms, analytics, enterprise performance management, agentic AI, automation, and AI-enabled workflows. Our capabilities span data strategy, data architecture, data engineering, analytics, BI, enterprise performance management, financial reporting, workflow automation, agentic AI, and decision support. We work at the intersection of technology and business, helping organizations improve data quality, streamline processes, and make better decisions. Our culture is collaborative, flexible, and team-oriented. We value ownership, clear communication, technical excellence and business acumen. We seek consultants who enjoy solving challenging problems, working directly with clients, and have a passion for what they do.