Sales Director Needed for Legal Marketing Agency — Commission Only We are looking for a commission-only Sales Director to help grow our legal marketing agency. We work with law firms on social media, SEO/GEO, Google Ads, Meta Ads, websites, video, AI automations, and full client-acquisition systems. We are looking for someone who understands high-ticket agency sales, law firm decision-makers, and modern lead acquisition funnels. This is not a basic appointment-setting role. We need someone who can help manage and improve the sales system around our existing and future callers, lead sources, follow-up process, booking strategy, and closing pipeline. The right person should be able to look at our current sales operation and help us make it sharper, more accountable, and more scalable. Responsibilities include: Managing and overseeing lead follow-up from caller(s) and appointment setters Making sure leads are being contacted, followed up with, and moved through the pipeline Building and improving traditional acquisition funnels Exploring emerging acquisition funnels for agency growth Helping create systems for booked consultations, nurture, retargeting, and follow-up Reviewing call notes, lead quality, show rates, and sales outcomes Helping improve scripts, offers, follow-up sequences, and sales positioning Supporting Meta Ads funnel strategy for high-ticket agency bookings Helping us generate qualified calls with law firms and legal business owners Keeping the team accountable to daily and weekly sales activity Recommending new channels, campaigns, partnerships, and outbound strategies We are especially interested in someone who understands: High-ticket agency sales Meta Ads funnels Legal marketing or professional services marketing Appointment-setting systems Sales pipeline management Retargeting and nurture funnels Outbound follow-up strategy CRM discipline Offer positioning Closing or helping close $4,000–$15,000+/month service packages This role is commission only. We are open to discussing the exact commission structure with the right person, but the goal is simple: if you help us bring in qualified law firm clients, you should be paid well for it. This may be a strong fit if you are already experienced in sales leadership, agency growth, or paid acquisition funnels and want upside instead of a fixed hourly role. You should be comfortable working independently, reviewing what is happening in the sales pipeline, holding callers accountable, and helping us turn more leads into booked strategy calls and closed deals. To apply, please include: Your experience with high-ticket agency sales Your experience with Meta Ads funnels or paid acquisition funnels Any experience selling to law firms, professional services, or local businesses How you would manage caller follow-up and pipeline accountability Your preferred commission structure Examples of sales systems, funnels, or teams you have helped improve We are not looking for someone who just says “I can generate leads.” We are looking for a sales leader who can help us build a better acquisition machine: better follow-up, better booked calls, better funnel strategy, better accountability, and more signed clients for our agency.

ABOUT AZ VENDING LAB AZ Vending Lab provides modern vending machine service for workplaces throughout the Phoenix metro area. Our target customers include: - Warehouses - Manufacturing facilities - Logistics and distribution centers - Busy workplaces with employee breakrooms Our WordPress and Elementor website is already live. We need an experienced local SEO specialist to complete our initial Google and Bing setup, correct existing problems, and prove that everything works properly. This is an implementation project, not a consultation or automated report-only project. PROJECT TERMS - One-time fixed-price project - Budget range: $800 to $1,200, depending on experience and proposed approach - Completion target: 5 to 7 business days after all required access is provided - Contractor must personally perform the work - No monthly SEO contract is included - The website must remain live throughout the project Google verification, crawling, and indexing may take longer. If a delay occurs outside the contractor’s control, the contractor must explain it promptly and request a revised completion date in writing. Any extension must be approved by AZ Vending Lab. MAIN GOAL Help Google and Bing clearly understand that AZ Vending Lab provides workplace vending machine service throughout: - Phoenix - Tempe - Mesa - Chandler - Scottsdale - Glendale - Surrounding Phoenix metro areas Our priority is a correct SEO foundation, not an unrealistic promise of immediate rankings. The contractor cannot guarantee first-page rankings or immediate indexing. The contractor must provide: - Correct setup - Proper testing - Clear documentation - Working tracking - Proof of completed work SCOPE OF WORK 1. INITIAL SEO AUDIT Before making major changes: - Inspect the current SEO setup - Determine what is already completed correctly - Identify missing, broken, duplicated, or incorrect items - Check which SEO plugins and tracking tools are installed - Check whether Search Console, Analytics, and Bing are already connected - Avoid replacing work that is already correct Provide a short written audit and implementation plan before major changes begin. The audit should be practical and concise, not a long automated report. 2. GOOGLE SEARCH CONSOLE - Connect or verify Google Search Console - Confirm the correct website property is being used - Confirm ownership belongs to AZ Vending Lab - Submit and test the XML sitemap - Review crawling and indexing status - Identify blocked pages or indexing errors - Confirm important pages are indexable - Request indexing when appropriate 3. GOOGLE ANALYTICS 4 AND CONVERSION TRACKING - Connect or verify Google Analytics 4 - Confirm ownership belongs to AZ Vending Lab - Check for missing or duplicate tracking codes - Verify website visits in real-time reporting Set up and test tracking for: - Contact-form submissions - Workplace qualification-form submissions - Phone-number clicks - Email-address clicks - Important CTA button clicks Google Tag Manager may be used when appropriate, but the account and container must belong to AZ Vending Lab. 4. GOOGLE BUSINESS PROFILE Create, claim, audit, or optimize the Google Business Profile as needed. Work may include: - Correct business name - Website - Phone number - Primary and secondary business categories - Service areas - Business description - Hours - Services - Logo and appropriate photos - Duplicate-listing check AZ Vending Lab is a service-area business. Do not publicly display a residential address. Google verification may take longer than the project timeline. The contractor must complete everything under their control and document anything still awaiting Google. 5. IMPORTANT WEBSITE PAGE SEO Review and improve the most important website pages. This includes: - SEO page titles - Meta descriptions - H1, H2, and H3 headings - Page URLs - Image alt text - Internal links - Service wording - Phoenix-area location wording - Duplicate or missing SEO information The wording must sound natural and professional. Do not use keyword stuffing or robotic language. 6. LOCAL AND TECHNICAL SEO Review and correct: - Local business structured data and schema - Business name, phone number, website, and service-area consistency - Sitemap problems - Robots.txt problems - Incorrect noindex settings - Broken links - Redirect problems - Duplicate page titles - Missing meta descriptions - Mobile SEO issues - Basic page-speed issues - Security or mixed-content warnings Structured data must be tested and validated. 7. BING SETUP After the Google setup is completed: - Connect or verify Bing Webmaster Tools - Confirm ownership belongs to AZ Vending Lab - Submit the sitemap - Review Bing indexing - Create, claim, or optimize Bing Places when appropriate WEBSITE PROTECTION AND CHANGE CONTROL The website must remain live. No downtime or major changes are allowed without written approval. The contractor may not: - Redesign the website - Change branding, colors, or layouts - Rewrite entire pages - Replace or delete plugins - Change forms - Remove existing work - Modify major website functionality Any significant change must be explained and approved before it is made. A website backup must be created before changes begin. The contractor must provide a simple change log showing what was changed. ACCOUNT OWNERSHIP AND ACCESS All accounts, properties, plugins, and logins must belong to AZ Vending Lab. This includes: - Google Search Console - Google Analytics - Google Tag Manager - Google Business Profile - Bing Webmaster Tools - Bing Places - SEO plugins - Any other tools used during the project The contractor may be invited as a temporary user but may not create essential systems under a contractor-owned account. No paid plugin, software, directory, subscription, backlink package, citation package, or advertising service may be activated without written approval. ITEMS NOT INCLUDED This project does not include: - Google Ads - Paid advertising - Backlink campaigns - Purchased citation packages - Directory submission packages - Blog-writing packages - Long-term content strategy - Monthly SEO management - Guaranteed rankings - Fake reviews - Automated mass submissions - Major website redesign Future SEO work may be discussed separately after the initial setup is completed and verified. COMMUNICATION REQUIREMENTS The contractor must: - Communicate clearly through Upwork - Explain technical issues in plain English - Provide specific updates instead of saying only “SEO is in progress” - Identify completed items and remaining items - Report access or technical problems immediately - Ask before performing work outside the agreed scope Required updates: - Initial audit and work plan - Mid-project progress update - Final completion and testing report PROOF REQUIRED The project will not be accepted based only on a written statement that the work is complete. The contractor must provide screenshots or a short screen recording showing: - Search Console ownership - Sitemap submission and status - Important-page indexing status - Analytics real-time tracking - Form and click-event tracking - Google Business Profile settings - Bing Webmaster Tools setup - SEO plugin settings - Structured-data validation - Remaining warnings or Google-dependent items The contractor must also provide a final checklist showing: - Completed - Tested - Awaiting Google - Recommended for later INDEPENDENT REVIEW AND FINAL PAYMENT The completed work will be reviewed by a separate SEO specialist. The final milestone will be released after the completed work is independently reviewed and verified. The process will be: 1. The contractor completes the agreed work. 2. The contractor provides access, documentation, and proof. 3. An independent reviewer performs a short technical audit. 4. Any verified mistakes or incomplete items are returned to the contractor. 5. The contractor corrects those items within two business days at no additional charge. 6. The final milestone is released after the corrections pass verification. The independent review will be limited to the original written scope. It will not be used to add new work or requirements. The review should be completed within two business days whenever possible. PAYMENT MILESTONES The exact dollar amount for each milestone will be calculated from the final fixed project price agreed upon before the contract begins. MILESTONE 1: 20% Released after: - Access is confirmed - The initial audit is completed - The written work plan is provided and approved MILESTONE 2: 35% Released after: - The agreed SEO implementation is completed - Tracking is tested - Documentation and proof are provided - The contractor confirms that the project is ready for independent review MILESTONE 3: 45% Released after: - The completed work passes independent review - All verified corrections are completed - AZ Vending Lab confirms ownership and access to all accounts - The final checklist and change log are delivered REQUIRED EXPERIENCE Applicants should have direct experience with: - WordPress - Elementor - Local SEO - Service-area businesses - Google Search Console - Google Analytics 4 - Google Tag Manager or GA4 event tracking - Google Business Profile - XML sitemaps - Local business schema - Bing Webmaster Tools - Bing Places Begin your proposal with: PHOENIX LOCAL SEO This confirms that you read the complete posting. WHAT SUCCESS LOOKS LIKE At the end of the project: - The website remains live and stable - Google and Bing accounts belong to AZ Vending Lab - The sitemap is submitted and tested - Important pages are indexable - Analytics tracks visitors and important actions - The Google Business Profile is properly configured - Local services and service areas are clearly explained - Technical SEO problems within the agreed scope are corrected - No unauthorized recurring fees exist - Documentation and proof are delivered - The completed work passes independent verification

We're seeking a skilled Full Stack Developer to join our team. You'll debug and resolve errors within our applications, support improvements, troubleshoot issues, and integrate our apps with our CRM system. Just as important: you'll help keep our GHL-based AI agent and voice AI systems running smoothly for live clients. Read the whole post before applying. We've written it to be direct on purpose. If any of it doesn't sound like you, that's okay , please self-select out. We'd rather know now. What we're looking for We need a contributor, not just a doer. That means someone who takes initiative, spots issues before they become problems for the client, and drives toward solutions instead of waiting to be told what to do next. If you're the type who finds the answer rather than asking us for it, you'll do well here. If you need your hand held on every step, this isn't the right fit. We work with live clients on voice AI and AI agents, so being proactive and responsive is not optional. When something breaks or drifts, we need you evaluating, fixing, and improving it, thinking forward about the end-user experience, not just reacting after a client complains. Responsibilities • Debug and provide solutions for errors in web and mobile applications.. • Support ongoing improvements and optimizations.. • Troubleshoot technical issues efficiently, ideally before they reach the client.. • Integrate applications with our CRM system (GoHighLevel / GHL) for seamless functionality.. • Connect systems and third-party services via APIs to enhance platform capabilities.. • Support, adjust, and maintain GHL AI agents and voice AI workflows so they perform reliably for clients.. Requirements • Proven experience as a Full Stack Developer.. • Strong proficiency in front-end and back-end technologies (e.g., JavaScript, React, Node.js, Python, etc.).. • Experience with GHL CRM integrations.. • Working knowledge of and comfort with GHL AI agents and automations — you don't need to be a specialist, but you should be able to get in, understand how they're built, make adjustments, and pick things up quickly.. • Familiarity with or genuine willingness to dig into voice AI. We expect everyone on the team to be able to work with it.. • Proficiency in designing and implementing REST-based API connections.. • Excellent problem-solving and debugging skills.. • Ability to work independently, take initiative, and meet deadlines.. How we work • We're engaging you — not your agency. The person we hire is the person doing the work. If you subcontract or hand work to others, this isn't a fit.. • Short leash, high trust. Everyone starts on a trial basis. We give people room to learn, but you'll need to learn fast, dive in, and prove it quickly. If you're trying to learn the fundamentals on the job, this role isn't for you.. • Own your outcomes. Bring the thinking, not just the hands. Recognize what the end user's experience will be and drive it.. If that sounds like the environment you want, we'd love to hear from you.

Please read this entire posting before submitting your proposal. To confirm you've read it, please begin your proposal with the words: Healthcare Innovation. We are looking for a talented U.S.-based freelancer to help us transform pre-recorded keynote presentations into engaging, professional YouTube videos that build authority, increase visibility, and generate business opportunities. This is for one of the nation's top keynote speakers and thought leaders in healthcare, innovation, artificial intelligence, leadership, customer experience, organizational growth, and future trends. We have a growing library of professionally recorded keynote presentations that we'd like edited into compelling YouTube videos, typically 3 to 6 minutes in length. This is not heavy production work. In many cases, each video is simply a powerful segment from a one-hour keynote that needs to be professionally edited, packaged, and optimized for YouTube. Typical Deliverables For each video, we are looking for: Professional editing and polishing Strong opening hook or title sequence Clean transitions and pacing A professional custom YouTube thumbnail (not spammy or clickbait) Light audio cleanup and balancing Optional low-volume music bed when appropriate SEO-optimized YouTube title SEO-friendly description Tags and keyword optimization Chapter recommendations when appropriate Suggestions for end screens, playlists, and pinned comments Basic YouTube channel optimization recommendations Our goal is to create authoritative, educational content that performs well in YouTube Search, Google Search, and AI-driven search experiences while building visibility as a recognized thought leader. We're Looking For Someone Who: Has experience editing YouTube content Understands YouTube SEO and optimization Can create professional, high-performing thumbnails Understands audience retention and watch time Is creative, reliable, responsive, and easy to work with Thinks like a YouTube strategist, not just a video editor Important Requirements: You must be located in the United States with a verifiable U.S. address. We want to work directly with the freelancer performing the work. We are not looking for agencies, outsourced production teams, or white-label providers. We welcome freelancers who use AI and automation tools to improve efficiency, provided the final product is polished, professional, and aligned with our brand. We do not pay large setup fees. We do not sign long-term contracts. We work exclusively on a flat-fee, per-video or per-project basis. We do not pay hourly. Please include your fixed-price rate per completed video and clearly outline what is included in your pricing. This has the potential to become a long-term relationship for the right freelancer. Please Include in Your Proposal: A few examples of YouTube videos you've edited Examples of YouTube thumbnails you've designed Your flat-fee price per completed video and what is included Any discounted pricing for ongoing or volume work Your typical turnaround time A brief explanation of your approach to YouTube SEO and channel growth One suggestion you would make to improve our current YouTube channel Confirmation that you are U.S.-based and that you personally perform all of the work We look forward to finding a creative, dependable professional who can help us build a world-class YouTube channel through high-quality, engaging content.

Shopify Web Developer for Apparel E-Commerce Brand Divinity is looking for an experienced Shopify web developer to support our growing apparel e-commerce brand. We are looking for someone who can do more than basic website edits. We need a developer who understands e-commerce, apparel brands, conversion optimization, Shopify apps, integrations, and the technology stack needed to help a clothing brand scale. The first priority will be to audit our existing Shopify website and identify opportunities to improve performance, user experience, conversions, product pages, mobile design, checkout flow, app setup, and overall site structure. From there, we are looking for someone who can become a longer-term technical partner and help guide us on the best apps, integrations, automations, and tools for our business. This is intended to be a long-term role, not just a one-time project. Responsibilities You will help with: Auditing our current Shopify website and providing clear recommendations Improving website design, functionality, and user experience Optimizing the site for apparel e-commerce, including product pages, collections, navigation, sizing, bundles, and upsells Recommending the right Shopify apps and integrations based on our goals Improving mobile performance and page speed Supporting conversion rate optimization Helping us build a better tech stack for email/SMS, reviews, loyalty, returns, analytics, upsells, and customer experience Troubleshooting Shopify issues as they come up Implementing new features and improvements over time Advising us on best practices as our brand grows Ideal Candidate We are looking for someone who has: Strong experience with Shopify and Shopify theme customization Experience working with apparel, fashion, streetwear, lifestyle, or consumer e-commerce brands A strong understanding of conversion-focused design Knowledge of Shopify apps and third-party integrations Ability to explain technical recommendations clearly Experience improving product pages, collection pages, navigation, and checkout experience Familiarity with analytics, tracking, and performance optimization Good communication and a proactive mindset The ability to think strategically, not just complete assigned tasks Nice to Have Experience with any of the following is a plus: Shopify 2.0 themes Custom sections and theme development Klaviyo, SMS, reviews, loyalty, returns, upsells, size guides, or similar e-commerce tools CRO audits Page speed optimization Apparel-specific merchandising and product page strategy Landing pages for product drops or campaigns First Project For the first project, we would like a full audit of our current Shopify website. This should include: Website design and user experience feedback Mobile experience review Product page and collection page recommendations App and integration recommendations Site speed and performance review Conversion improvement opportunities A prioritized list of what should be fixed or improved first After the audit, we would like to continue working together on implementation and ongoing improvements. What We’re Looking For We want someone who can become a trusted technical partner for Divinity. You should be comfortable giving recommendations, explaining why certain apps or tools are worth using, and helping us make smart decisions for the long-term growth of the brand. Please include examples of Shopify apparel or e-commerce websites you have worked on, along with a brief explanation of how you helped improve them.

Social Media Influencer Manager — Mom Creator Network In addition to base pay, additional performance compensation bonus also available. About the Role: We're hiring a Social Media Influencer Manager to build, grow, and activate our network of mom influencers and parenting creators. This is a relationship-driven role at the heart of how we reach families—you'll help build creator partnerships from first outreach to live campaign to measured results. We're an early-stage startup preparing for launch, so we're looking for someone who's excited to help build something from the ground up. The ideal candidate is eager to learn, comfortable asking questions, adaptable, passionate about helping families preserve their memories and deeply cares about family values and privacy. While experience with influencers is important, we're looking just as much for someone who communicates exceptionally well, builds trust quickly, and is excited to grow alongside our team. What You'll Do Learn our product, mission, and messaging so you can confidently represent our company in conversations with creators. Expand our creator network. Cultivate, grow, and maintain relationships with mom influencers and parenting creators across platforms. Run campaigns end to end. Source the right creators, pitch and structure partnerships, negotiate terms, and manage execution through to delivery. Lead outbound outreach. Proactively identify and reach out to new creators, building pipeline and warm relationships at scale. Manage people and partners. Coordinate a roster of creators (and any supporting team members), keeping everyone aligned, briefed, and on schedule. Pitch with conviction. Translate our brand and campaign goals into compelling pitches that creators want to say yes to. Measure and report. Track performance and analytics across campaigns, understand attribution, and report clearly on reach, engagement, and ROI. Leverage AI. Use AI tools to work faster and smarter—outreach drafting, creator research, content briefs, performance summaries, and workflow automation. Maintain organized outreach records, provide weekly status updates, and proactively communicate progress, challenges, and recommendations. What You'll Bring Excellent communication skills. Clear, warm, confident, and persuasive in writing, on video calls, and over the phone. A passion for relationship-building and the confidence to initiate conversations with new creators through cold and warm outreach. A willingness to learn quickly and become an expert on our platform and mission. Strong organization and follow-through. You keep outreach organized, communicate proactively, and consistently follow through on commitments. Experience with influencer outreach or creator partnerships is preferred. An existing network of mom influencers is a plus, but not required. People management. Experience coordinating creators, partners, or a team. Strong understanding of social media and analytics. Fluency across major platforms and comfort reading and acting on performance data. Strong pitching ability. You can frame and sell a campaign idea well. AI fluency. You know how to leverage AI tools to amplify your output. Responsiveness and reliability. You stay on top of communication and follow through, with the flexibility to work non-standard hours when campaigns require it. Nice to Have Experience in consumer tech, family, parenting, memory preservation, or an adjacent category. Experience working in a startup or fast-moving environment. Existing relationships with creators in your specific niche. Background in brand or growth marketing. Logistics Flexible hours—we care about output and responsiveness, not a fixed 9-to-5. Remote-friendly. Must have a reliable laptop with a working camera and microphone, dependable high-speed internet, and be comfortable participating in virtual meetings.

We are looking for a senior consultant to help stabilize and improve our Jet Analytics / Jet Reports / SQL Server / SSAS cube environment connected to a heavily customized Microsoft Dynamics NAV 2016 system. Our current cube environment is unreliable and periodically goes down or fails to refresh properly. We need someone who can diagnose the root cause, stabilize the environment, improve cube refresh reliability, and advise whether parts of the current cube should be repaired, refactored, or rebuilt. This is not a basic Jet Reports report-writing project. This is also not a general Power BI dashboard project. We need someone with hands-on technical experience across Jet Analytics, Jet Data Manager, SQL Server, SSAS / OLAP cubes, data warehouse design, and Dynamics NAV data structures. Current Environment: - Microsoft Dynamics NAV 2016 - Heavily customized NAV environment - LS Retail embedded - Jet Reports / Jet Analytics - SQL Server - SSAS / OLAP cube environment - Reporting environment used for business visibility and operational reporting Primary Goals: - Determine why the cube environment is unstable. - Stabilize Jet Analytics / Jet Data Manager processing. - Improve SQL Server / SSAS cube refresh reliability. - Review and improve job scheduling, processing sequence, and monitoring. - Identify whether the current cube should be repaired, refactored, or partially rebuilt. - Establish a longer-term support relationship if the fit is strong. Responsibilities: - Review the current Jet Analytics / Jet Reports configuration. - Review Jet Data Manager projects, execution packages, and dependencies. - Review SQL Server databases, SQL Server Agent jobs, job schedules, and job history. - Review SSAS cube structure, processing history, refresh failures, and performance indicators. - Analyze relevant SQL Server logs, SSAS logs, Windows event logs, and application errors. - Identify failure points causing the cube to go down or fail refreshes. - Diagnose whether issues are related to Jet, SQL Server, SSAS, infrastructure, data quality, permissions, resource constraints, or cube design. - Recommend stabilization steps. - Implement approved fixes where appropriate. - Improve monitoring and alerting for cube refresh failures. - Tune SQL Server / SSAS performance where appropriate. - Review data warehouse and dimensional model design. - Validate cube outputs against Dynamics NAV source data where needed. - Document findings, support procedures, and recovery steps. - Provide knowledge transfer to our internal IT team. Required Experience: - Hands-on experience with Jet Analytics and/or Jet Data Manager. - Experience with Jet Reports using cube-based reporting. - Strong Microsoft SQL Server experience. - Strong SSAS / OLAP cube experience. - Experience troubleshooting cube processing failures. - Experience with SQL Server Agent jobs, ETL scheduling, and refresh automation. - Experience with data warehouse design and dimensional modeling. - Experience working with Microsoft Dynamics NAV / Navision data structures. - Ability to troubleshoot across application, database, cube, and infrastructure layers. - Ability to work independently and explain findings clearly. Preferred Experience: - Dynamics NAV 2016 experience. - LS Retail experience. - Experience with heavily customized NAV environments. - Retail, hospitality, museum, zoo, aquarium, resort, or destination retail reporting experience. - Power BI experience against SSAS or cube-based sources. - Experience stabilizing legacy BI environments. - Experience creating monitoring, alerting, and operational runbooks. - Experience providing ongoing fractional support after an initial assessment. Initial Engagement: We would like to begin with a paid diagnostic / health-check engagement. Expected initial deliverables: - Current-state architecture review. - Root-cause analysis of cube instability. - Review of Jet Analytics / Jet Data Manager configuration. - Review of SQL Server / SSAS jobs, logs, schedules, and processing history. - Identification of major failure points and risks. - Recommended stabilization plan. - Estimate for remediation and ongoing support. Potential Ongoing Work: If the initial engagement is successful, we may continue with: - Stabilization project work. - Cube refactoring or rebuild support. - Monitoring and alerting improvements. - Ongoing fractional support. - Monthly health checks. - Report/cube enhancement support. - Knowledge transfer and documentation. How We Like to Work: - We prefer clear communication and practical recommendations. - We value root-cause analysis over temporary fixes. - We are comfortable starting with a focused diagnostic before committing to a larger engagement. - We prefer a consultant who can explain findings clearly to both technical and business stakeholders. - We want documentation and knowledge transfer, not a black-box support relationship. - We are looking to build a longer-term working relationship with the right person. Preferred Time Zones: Pacific or Mountain Time preferred due to IT team coverage in California and Utah. U.S.-based candidates in other time zones may still be considered if they can regularly support Pacific/Mountain business hours. Rate: Open to consultant's proposed rate based on experience. Please state your hourly rate in your response. We are more concerned with finding the right senior specialist than the lowest rate. The right fit will have hands-on experience with Jet Analytics / Jet Data Manager, SQL Server, SSAS / OLAP cubes, and Dynamics NAV. Screening Questions: Please answer these in your response. 1. Have you personally worked with Jet Analytics or Jet Data Manager, not just Jet Reports? 2. Have you supported SSAS / OLAP cube environments in production? 3. Have you diagnosed cube processing failures or unreliable cube refresh jobs? 4. Have you worked with Microsoft Dynamics NAV / Navision data structures? 5. Have you worked with NAV 2016 or older NAV environments? 6. Have you worked with LS Retail or retail ERP environments? 7. What logs or tools would you review first when a Jet / SSAS cube keeps failing or going down? 8. How would you determine whether the issue is Jet-related, SQL Server-related, SSAS-related, data-related, or infrastructure-related? 9. What is your hourly rate for this type of work, and would you recommend starting with an hourly diagnostic or a fixed-price health check? 10. Are you open to a longer-term fractional support relationship after the initial diagnostic? 11. Please describe one similar BI/cube/reporting reliability issue you have resolved. Important: Please do not apply if your experience is limited to basic Jet Reports report writing or Power BI dashboard development. This role requires backend Jet Analytics, SQL Server, SSAS, cube processing, and Dynamics NAV troubleshooting experience.

Strategic Launch Advisor / Fractional COO to Build a National Behavioral Health Training & Continuing Education Institute About us We are a newly established professional education and leadership development organization focused on advancing the behavioral health workforce through continuing education, clinical supervision, leadership development, executive coaching, consulting, organizational development, and professional certificate programs. Our vision is to become a nationally recognized institute that equips behavioral health professionals, healthcare organizations, nonprofit leaders, and government agencies with our training, evidence-informed education, and organizational consulting that improves workforce effectiveness and client outcomes. The organization is headquartered in Ohio and will serve clients nationwide through virtual education, consulting, certification programs, and select in-person trainings. About the Opportunity I am seeking an experienced Strategic Launch Advisor/Fractional COO to serve as a trusted executive partner during the launch and early growth of the Institute. This is not a virtual assistant or administrative role. I'm looking for someone who has successfully built, launched, or scaled a professional education organization, consulting firm, healthcare organization, certification institute, or learning business and can help translate vision into a scalable organization with strong operational systems. Project Objectives The selected consultant will work collaboratively with me to: - Assess the current business model and organizational strategy - Refine our service offerings and pricing model - Develop a scalable operational infrastructure - Recommend business systems and technology platforms (CRM, LMS, automation, etc.) - Develop a continuing education and accreditation roadmap - Design organizational structure, staffing recommendations, and standard operating procedures - Create financial projections and revenue diversification strategies - Develop measurable KPIs and executive dashboards - Prioritize initiatives into a practical implementation roadmap - Provide executive coaching and strategic guidance throughout the engagement Expected Deliverables By the conclusion of this engagement, I expect to receive: - Executive organizational assessment - Strategic business and growth plan - 12-, 24-, and 36-month implementation roadmap - Operational infrastructure recommendations - Technology ecosystem recommendations - Accreditation and continuing education strategy - Organizational staffing plan - Financial and pricing recommendations - Executive KPI dashboard - Actionable implementation plan with priorities and timelines Ideal Qualifications The ideal consultant has experience in one or more of the following: - Fractional COO or COO - Founder or executive of a professional education organization - Healthcare or behavioral health consulting - Continuing education providers - Learning Management Systems (LMS) - Professional certification programs - Organizational strategy - Management consulting - Executive leadership - Startup growth and operational scaling - Healthcare or nonprofit leadership Experience building organizations in regulated industries is highly preferred. How We Will Work Together I value collaborative partnerships built on transparency, professionalism, accountability, and thoughtful communication. The ideal consultant is someone who asks strategic questions, respectfully challenges assumptions, anticipates risks, and provides practical recommendations grounded in experience. I appreciate individuals who are proactive, organized, responsive, and comfortable working with founders during periods of rapid growth and decision-making. Engagement Structure This project is structured as an initial fixed-price engagement with clearly defined milestones over approximately three months. If we are a strong mutual fit, there is significant potential to continue working together through an ongoing strategic advisory or Fractional COO relationship as the Institute expands nationally. To Apply Please include the following in your proposal: 1. A brief overview of your experience building or scaling organizations. 2. Examples of education, consulting, healthcare, certification, or professional learning organizations you've supported. 3. Your approach to launching organizations from startup through sustainable growth. 4. Two or three examples of strategic initiatives you're most proud of leading. 5. Why you believe you'd be a strong strategic partner for the Institute. I look forward to partnering with an experienced executive who is excited about helping build a nationally respected organization dedicated to strengthening leadership and advancing the behavioral health workforce.

**Title:** PowerShell Script — Microsoft Graph API Auto-Upload to SharePoint with Metadata Tagging **Budget:** $400–$600 fixed price --- **Overview** We are a CPA firm (New York, 15 staff) running a shared Windows Server terminal environment. We need a PowerShell script that watches a folder (C:\Transit) on the VM, parses a structured filename, auto-tags SharePoint metadata columns, and uploads the file to a SharePoint document library — entirely replacing manual browser-based tagging. A detailed technical specification document (14-section RFP) is available immediately upon engagement. --- **What the Script Does** 1. Monitors C:\Transit on the Windows Server VM using a FileSystemWatcher or Task Scheduler loop 2. When a new PDF appears, parses the filename using this convention: - Format: [ClientCode][TypeLetter][Period][F] - Example: SAND4521E2025F — 8-char client code + 1-char document type + 4 or 6-char period + optional F (Final flag) 3. Looks up the full Account name from Microsoft Dynamics 365 using the 8-character ClientCode (via Graph API or D365 REST API) 4. Uploads the file to a SharePoint Online document library via Microsoft Graph API 5. Auto-populates 5 SharePoint metadata columns: Account (text), Document Type (choice), Period (text), Status (Draft or Final), Contact (blank — leave empty) 6. Moves the processed file out of C:\Transit and logs the result 7. Sends an alert email on any failure --- **Tech Stack** - Windows Server (hosted VM) - PowerShell 5.1 or 7 - Microsoft Graph API (SharePoint + D365 endpoints) - Entra ID app registration (client credentials flow) — we will create and provide client ID, tenant ID, and client secret - SharePoint Online — Microsoft 365 Business Basic tenant - Dynamics 365 — for ClientCode → Account name lookup --- **Deliverables** 1. Fully tested PowerShell script (.ps1) with inline comments 2. Entra app registration setup guide (what permissions to request) 3. Deployment instructions for Windows Task Scheduler or Windows Service 4. Error log format and alert email configuration 5. One supervised screen-share session to deploy to production --- **Access and Security** - Development and testing must use a test SharePoint library and dummy files — no real client data during build - Production deployment via one supervised screen-share session (firm principal present throughout) - Developer never holds credentials — all credential entry done by firm principal during session - Deliverable is the script file and documentation — not ongoing VM access --- **Budget** Fixed price: $400–$600. Proposals significantly outside this range without clear justification will not be considered. Please do not apply if you need more than 2 weeks to deliver. --- **How to Apply** Please include: - Brief description of your PowerShell and Microsoft Graph API experience - Examples of similar SharePoint/Graph API projects you have delivered - Fixed-price quote for this scope - Estimated delivery timeline - Any questions about the specification A detailed 14-section technical RFP is ready to share immediately. This is a well-defined, one-time project — no ambiguity in the spec.

We are looking for an experienced HubSpot Sales Hub Professional implementation specialist / RevOps consultant who can move quickly and help us get HubSpot fully set up as our sales command center. We are a B2B restaurant equipment and supply dealer with both sales-assisted quoting and e-commerce. We recently purchased HubSpot Sales Hub Professional and need it implemented properly, but we also need it done quickly. We have spoken with several HubSpot Solutions Partners, and many are quoting timelines of 8 to 10 weeks. That does not work for us. We are looking for someone who can start immediately and help us launch a functional first version within 2 to 3 weeks. This is not a basic app-connection project. We need someone who can think strategically, design the CRM structure, clean up data, build workflows, integrate key systems, create dashboards, and make the system simple enough for our sales team to actually use. Generic proposals will be ignored. Please include the phrase “HubSpot fast launch” in the first sentence of your proposal so we know you read this. Main goal: We want HubSpot to become our daily sales cockpit. Our sales team should be able to log in and immediately know: - Who to call - Who to text - Who to email - Which quotes need follow-up - Which leads are stale - Which deals are close to closing - Which customers need attention As the owner/manager, I need dashboards that show: - Pipeline by stage - Deal value - Sales rep activity - Quote follow-up compliance - Lead source performance - Closed won / closed lost deals - Stale opportunities - Calls, texts, emails, and tasks by rep - Shopify/e-commerce activity when relevant - Monday.com project status after a deal is won Systems we need connected or considered: - Dialpad - Monday.com - Shopify - Mailchimp - Excel / CSV contact lists Ideal timeline: We want a functional first version launched within 2 to 3 weeks, with cleanup, refinements, and more advanced automation continuing after launch. We understand everything may not be perfect on day one, but we need the core sales system live quickly. Phase 1: Fast Launch, 2 to 3 weeks - Core HubSpot Sales Hub setup - Sales pipeline - Deal stages - Contact, company, and deal properties - Lead source tracking - Basic data migration - Dialpad calling/texting setup - Basic Monday.com handoff - Sales sequences - Email templates/snippets - Rep task queues - Owner/manager dashboards - Basic sales team training Phase 2: Cleanup and Optimization - Advanced reporting - Deeper data cleanup and deduplication - Shopify optimization - Mailchimp/contact syncing strategy - More advanced workflows - Payment/invoicing workflow - Additional automation - SOPs and recorded walkthroughs - Post-launch support and cleanup Scope of work: 1. HubSpot Sales Hub Professional setup Set up and customize HubSpot Sales Hub Professional, including: - Sales pipeline - Deal stages - Lifecycle stages - Contact, company, and deal properties - Required fields - Lead source tracking - Sales ownership rules - Task queues - Templates - Snippets - Sequences - Workflows - Notifications - User setup and permissions The system needs to be powerful but simple. If the sales team finds it confusing, they will not use it. 2. Sales process and pipeline design Help us design a clean sales process. Possible deal stages may include: - New Lead - Qualified - Quote Needed - Quote Sent - Follow-Up Active - Verbal Yes / Pending Deposit - Deposit Paid / Closed Won - Handoff to Operations - Closed Lost We are open to your recommendations if you have a cleaner structure. 3. Dialpad integration We need Dialpad set up inside HubSpot for inbound and outbound sales communication. Requirements: - Inbound call logging - Outbound call logging - SMS/text logging - Click-to-call from HubSpot - Missed call task creation - Call outcome tracking - Call/text activity associated with contacts, companies, and deals when possible - Rep activity reporting - Manager visibility into calls, texts, and follow-up activity 4. Monday.com integration We use Monday.com for operations and project management. We want a clean handoff from sales to operations. Ideal workflow: When a deal is marked Closed Won or Deposit Paid in HubSpot, a project/item should be created in Monday.com with the key deal and customer information. Fields may include: - Customer name - Company - Main contact - Contact info - Deal amount - Salesperson - Quote link - Invoice/payment link - Project type - Estimated delivery/install date - Notes - Project status We would also like key Monday.com project statuses pushed back into HubSpot so sales and management can see project status without digging through Monday. 5. Shopify integration We use Shopify for our e-commerce website. We need HubSpot connected to Shopify in a way that helps our sales team follow up on high-intent customers without turning HubSpot into a messy product database. Important items: - Customer sync - Order/customer activity - Abandoned cart visibility - High-value cart/order alerts - Lead source tracking - E-commerce customer segmentation - Avoid duplicate contact creation - Avoid unnecessary product/SKU clutter inside HubSpot We have a large product catalog, so we need a thoughtful integration strategy, not a blind sync of everything. 6. Mailchimp integration / migration We currently have contacts in Mailchimp. We need help deciding whether to: - Keep Mailchimp connected short-term - Migrate contacts into HubSpot - Use Mailchimp only for broad email marketing - Eventually move more email marketing into HubSpot We need proper handling of: - Marketing contacts - Unsubscribes - Consent status - Duplicate contacts - Lists/audiences - Segmentation 7. Contact import and data cleanup We need contacts imported from: - Excel / CSV sheets - Monday.com - Mailchimp - Shopify/customer data Before import, we need help cleaning and deduplicating the data. Deduplication should consider: - Email - Phone number - Company name - Website/domain - Existing customer vs prospect - Lead source - Sales owner - Customer type We do not want a messy HubSpot database full of duplicate contacts and companies. 8. HubSpot payments / invoicing setup We want help setting up HubSpot invoicing/payments if it makes sense for our workflow. We would like the ability to send invoices and provide payment options. Important: We want to explore whether customers paying by credit card can be charged an additional 3% processing fee, but this must be set up in a compliant way. If HubSpot cannot do this properly, we would like recommendations for a better alternative, such as ACH/check discounting or separate payment terms. 9. Dashboards and reporting Build simple, useful dashboards for both sales reps and management. Sales rep dashboard should include: - Today’s tasks - Calls to make - Texts/emails to send - Quotes needing follow-up - Deals with no recent activity - New inbound leads - Active sequences - Open deals by stage Manager/owner dashboard should include: - Pipeline value by stage - Revenue forecast - Deals won/lost - Close rate - Average deal size - Activity by rep - Calls/texts/emails by rep - Quote follow-up compliance - Deals with no activity - Lead source performance - Shopify/e-commerce lead activity - Monday.com project status summary 10. Training and documentation We need the system to be easy for our salespeople to use. Please include: - Basic training for sales reps - Manager/admin training - Simple written SOPs - Loom/video walkthroughs if possible - Post-launch cleanup and adjustment period Ideal candidate: You should have strong experience with: - HubSpot Sales Hub Professional - HubSpot CRM architecture - RevOps - Sales pipelines - HubSpot workflows - HubSpot sequences - HubSpot reporting/dashboards - HubSpot data imports - Contact deduplication - Dialpad integrations - Monday.com integrations - Shopify integrations - Mailchimp integrations - Zapier or Make - B2B sales processes - Sales team training Bonus points if you have worked with: - Equipment dealers - Distributors - B2B e-commerce - Quoting-heavy sales teams - Sales-to-operations handoffs - Companies with both inbound and outbound sales What we do not want: We are not looking for someone who only knows how to connect apps. We need someone who can help design the structure, challenge bad ideas, keep things simple, and build a clean system our team will actually use. Please do not apply if your approach is just “sync everything and see what happens.” Please also do not apply if you cannot start immediately or if your timeline is 8 to 10 weeks. We need someone who can move quickly. Pricing: We are open to hourly or milestone-based pricing. We are not looking for the cheapest option, but we do expect the price to match the scope, timeline, and experience level. Please do not simply bid the maximum budget. In your proposal, include: 1. Your estimated hours or fixed project range 2. Your proposed milestones 3. What you would complete in the first 2 to 3 weeks 4. What should be pushed to phase two 5. Any risks, dependencies, or items that could increase cost Application questions: Please answer the following when applying: 1. Can you start immediately? 2. Can you launch a functional first version within 2 to 3 weeks? 3. Describe a HubSpot Sales Hub Professional setup you’ve completed that involved multiple integrations. 4. Have you integrated HubSpot with Dialpad before? If yes, what did you set up? 5. Have you integrated HubSpot with Monday.com before? If yes, what was the workflow? 6. Have you worked with Shopify and HubSpot together? How did you avoid unnecessary data clutter? 7. How do you approach contact deduplication before importing data into HubSpot? 8. What dashboards would you recommend for a sales manager managing a small B2B sales team? 9. What would your implementation plan look like for this project? 10. What would you need from us before starting? 11. What parts of this project would you launch first, and what would you push to phase two? 12. What is your estimated hourly, fixed project, or milestone-based pricing? Quality matters, but speed matters too. We need someone who can build this correctly without dragging it out for months.