We are a small residential real estate investment company seeking an AI Solutions Architect to enhance our acquisition platform. The role involves designing and implementing AI solutions to improve data analysis and decision-making processes. The ideal candidate will have experience in AI architecture and a strong understanding of real estate data analysis.

I'm a debt and equity analyst and I need a clean, reliable Excel tool to track my deal pipeline. I want something simple that just works — the macros must be fully built in and working on delivery (I don't want to import any code myself), and the file must open without any corruption errors. Environment: Excel on Windows (desktop). Outlook desktop is available for any email features. MUST-HAVE - Pipeline tab — a table with these columns: Deal Name, Borrower/Sponsor, Type (Debt/Equity/Mezz), Size ($), Status (Chasing / In Market / Quoted / Closed), Date Uploaded (manually editable), Follow-Up Date (auto-calculated as Date Uploaded + 2 days, but overrideable), Notes, and an ID. Type and Status must be dropdowns. Overdue follow-up dates should highlight automatically. - Add/Edit Deal form tab — a simple intake form to add a new deal or edit an existing one. Saving pushes the entry straight into the Pipeline tab. I also need to be able to edit deals directly in the Pipeline. - Dashboard tab — auto-updating summary: deal counts by status, total pipeline volume, volume by type, and a count of overdue follow-ups. - Working buttons for Add, Edit, Delete, and Export to CSV. - Follow-up reminders on open — when I open the file, it shows me a list of deals with follow-ups due today or overdue, so nothing slips through. - Status-change timestamps — when a deal's status changes, auto-record the date so I can see how long a deal has been at its current stage. NICE-TO-HAVE (please quote these separately so I can decide) - Auto-archive — when a deal is marked Closed or Dead, move it to a separate Archive tab to keep the active pipeline clean while preserving history. - Aging / conversion analytics — average days at each stage, time from Chasing to Quoted, and win rate by lender. - Quick filter buttons — one-click views like "In Market only" or "follow-ups due this week." Deliverables: One working .xlsm file with all macros pre-installed and tested end to end, plus brief instructions on enabling macros. This is a small, well-defined project. Please share an example of a similar Excel/VBA tool you've built, and confirm you've tested macro-enabled files on Windows Excel.

I am a partner at a recruiting firm seeking a conversational AI tool to enhance our communication with candidates and clients. Our business is highly conversational, and we primarily use LinkedIn and Loxo. We need a tool that can efficiently manage and personalize our interactions, potentially integrating with our existing platforms.

Hi, We have a GHL call and SMS flow that was built out my another team member. This flow is used to assign one of our reps to an inbound leads that comes through a form on our website. I don't think it's set up the best. I'm looking for someone to audit the current set up and tell us the flows. from routing, to calls, to the sms that gets sent, and everything that happens inbetween. I don't want to change the set up yet. I simply want to see what's going on .... so we can improve it. It's a bonus if you have outbound calling experience with GHL ... with funnels and strategies that have worked in the past. Call Immediately. Send follow up text 3 minutes later. Call again 1 hour later And so on. Let me know Jeremy

I am looking for an experienced Python developer or algorithm specialist to rigorously test and validate a few scripts that I have. The script locates stocks that have been trending for 2-3 days on the MACD zero line PRE BREAKOUT . Your primary goal will be to stress test the script, identify edge cases, very output accuracy, and ensure robust performance under various conditions. Code review: Evaluate the existing code base for efficiency, security, and best practices. Functional Testing: run the script against sample data sets to verify output, accuracy Edge case testing: intentionally push the algorithm to its limits to find potential bogs, bottlenecks or failure points. Documentation: provide the detailed report of your findings, including reproduction steps for any bogs and recommendations for optimization. Requirements: proven experience in algorithm, testing the bargaining and performance optimization. Strong proficiency in python and relevant testing frameworks. Familiarity with API’s or database Excellent and analytical skills and attention to detail. To apply: please submit a brief proposal, including: 1. Examples of past projects where you tested de BAIRD or optimize an algorithm. 2. Your preferred mythology for testing this type of script.. 3. Your estimated turnaround time for this project..

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.

We are a small AI consulting practice that helps financial services firms put AI to work inside their business. Our clients are owner-led firms like accountants, business appraisers, financial advisors, and insurance agents. We do not sell one-off scripts or disposable projects. We build practical AI systems that take real work off these firms' plates, delivered through ongoing monthly work. Demand is growing and the bottleneck is delivery. We are looking for one delivery partner to own that side of the work with us. How it works: we handle marketing, sales, and the paid advisory session that starts each client. Once a client moves to ongoing work, you take the lead on delivery. You build the systems against the priorities we set each month, and you run the weekly client meeting as their main point of contact. We stay in for support, to translate the client's business context, and to own the relationship at the top, but week to week the client works with you. What you would own: -Building AI and agentic systems for clients -Running the weekly client meeting and being the client's day-to-day contact -Taking each engagement from kickoff through delivery on the month's agreed hours, to a standard we can stand behind Compensation is $100/hour for your hours, which include both build time and client meetings. Straightforward and paid against tracked hours. As our client book grows, so do the hours available. Who we are looking for: -Genuinely fluent building real systems with modern AI tools. -Not just familiar with them. You should be comfortable architecting and shipping working systems for non-technical business owners. -Client-ready. You can run a working session, explain technical things plainly to a non-technical owner, and hold a client relationship week to week. -Native or fluent English. You are in front of clients every week, so clear, natural communication is non-negotiable. -Strong general technical judgment. The specific stack matters less than the ability to find the right solution and build it. -Reliable. We scope the work and stand behind it, so we need to count on what you deliver and how you handle the client. Who this is not for: anyone looking to own sales or pricing, anyone who only wants to build quietly and never talk to a client, and anyone new to this work hoping to learn on the job. To apply, tell us briefly: the most relevant AI system you have built and what it did for the business, how comfortable you are leading client calls, and how you approach building these systems. Start your reply with the word "Agentic" so we know you read this in full. Applications without it will not be reviewed. We will move quickly with the right person.

Seeking an expert on Go High Level to assist with reporting capabilities for an initial 1-hour session. The goal is to understand and utilize the reporting features effectively. Depending on the outcome, there may be a need for further collaboration. Ideal candidates will have a strong grasp of Go High Level's reporting tools and be able to provide clear guidance.

Monday.com Dashboard expert to assist with advanced dashboard details- percentages, totaling averages, etc...

We need an expert to manage our lead flow using the Go High Level platform. The ideal freelancer should have strong experience with lead generation and marketing strategy, and be able to optimize our lead flow process. This is a part-time, ongoing project for someone who can work independently and deliver reliable results.