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  • Hourly: $40.00 - $60.00
  • Expert
  • Est. time: 1 to 3 months, Not sure

We’re looking for a senior SEO and Generative Engine Optimization (GEO) consultant to help our agency refine and strengthen our SEO/GEO service offering. This is a strategic consulting engagement focused on building a repeatable, scalable framework that our internal team can execute for clients. We’re looking for someone with deep expertise across: * SEO and GEO strategy development * Technical and content audits * Keyword, entity, and topical authority research * AI search optimization (ChatGPT, Google AI Overviews, Perplexity, Gemini, Claude, etc.) * On-page and off-page optimization * Backlink and digital PR strategies * GEO citation and authority-building tactics * Content planning and optimization * Performance measurement, reporting, and KPIs The consultant will help us: * Review and evaluate our current SEO/GEO service offering. * Identify gaps, opportunities, and best practices. * Define a clear methodology from discovery through ongoing optimization. * Develop standardized processes, SOPs, and workflows for our team. * Recommend tools, reporting dashboards, and quality control measures. * Help create a scalable service that delivers consistent results across multiple clients. Our agency primarily serves B2B renewable energy and climate technology companies, so experience with technical B2B industries is a plus. Please include examples of SEO/GEO frameworks, SOPs, or client programs you’ve helped build, along with your experience optimizing brands for both traditional search engines and AI-powered search experiences.

  • Hourly: $30.00 - $100.00
  • Expert
  • Est. time: 1 to 3 months, Less than 30 hrs/week

# Founding AI Operations Architect | Build the Future of Home Services ## About EPIC EPIC Septic & Service is one of the fastest-growing septic and wastewater companies in America. We are a veteran-owned organization with operations expanding across multiple states and an ambitious vision to become the first nationally recognized brand in the septic and wastewater industry. But we're not just building a septic company. We're building the operating system behind it. Our mission is to create the first AI-powered Virtual Back Office (VBO) for the septic and wastewater industry—combining customer service, dispatching, sales, inspections, maintenance agreements, reporting, and franchise support into a single scalable platform. We believe the future of home services is not simply hiring more people. We believe the future is AI-powered operations supported by exceptional field teams. ## The Opportunity We are seeking a Founding AI Operations Architect to help design, build, and implement the technology infrastructure that will power EPIC's next phase of growth. This is not a traditional software development role. This is a systems architecture and operational design role focused on leveraging AI, automation, and modern technology to transform how a service business operates. You will work directly with the founder and executive team to map processes, identify opportunities for automation, and build the foundation for a platform that can scale across company-owned locations, franchisees, and strategic partners nationwide. We are looking for a builder, an operator, and a visionary who enjoys solving complex operational challenges with technology. ## What You'll Build ### Customer Experience Systems * AI-powered call answering * Lead qualification and routing * Appointment scheduling * Customer communication workflows * Automated follow-up sequences ### Revenue Operations * AI sales agents * Estimate and proposal generation * Maintenance agreement enrollment * Payment collection workflows * Customer retention programs ### Field Operations * Dispatch automation * Technician scheduling * Inspection workflows * Service reminders * Work order management ### AI Agent Ecosystem * Customer Service Agent * Dispatcher Agent * Sales Agent * Collections Agent * Inspection Report Agent * Franchise Support Agent * Internal Operations Assistant ### Reporting & Intelligence * Executive dashboards * Operational scorecards * Franchise performance reporting * KPI monitoring * Business intelligence systems ## Current Technology Stack We are currently evaluating and implementing technologies including: * Jobber * Claude * UJET * Make * n8n * Zapier * Airtable * Retool * Custom APIs and integrations We are open to recommendations from the right candidate. ## First 90-Day Objectives ### Phase 1 – Discovery & Architecture * Audit current EPIC workflows * Map customer journeys from lead to completion * Identify automation opportunities * Design overall system architecture * Create implementation roadmap ### Phase 2 – MVP Development * AI phone answering workflows * Lead qualification automation * Scheduling automation * Estimate generation workflows * Customer communication systems ### Phase 3 – Virtual Back Office Launch * Dispatch automation * Maintenance agreement workflows * KPI dashboard implementation * Reporting framework * Initial franchise-ready operating model ## Ideal Experience You have successfully built or implemented: * AI agents and automation systems * Contact center automation * CRM integrations * Workflow automation platforms * Field service management systems * Operational software for service businesses * Multi-location or franchise support systems Bonus experience includes: * Jobber * ServiceTitan * Home service businesses * Plumbing, HVAC, electrical, septic, or wastewater industries * Franchise operations * AI-powered customer support systems ## What We're Not Looking For Please do not apply if you are: * A website designer * Looking for simple development tasks * An agency that outsources work * Someone without hands-on AI automation experience * Someone who has never built operational systems that drive real business outcomes We are looking for someone who can think strategically, architect systems, and execute. ## Why This Opportunity Is Different Most companies use AI to make small improvements. We are using AI to reimagine how an entire industry operates. Our goal is to create the first fully AI-enabled septic and wastewater platform in America and ultimately build the infrastructure that powers operators nationwide. This is an opportunity to help build something from the ground up, have a direct impact on the direction of the platform, and work alongside a team that is committed to innovation, execution, and long-term growth. ## To Apply Please include: 1. Examples of AI systems you have designed or built. 2. Relevant automation or operational projects. 3. CRM or field-service integrations you have implemented. 4. Your preferred technology stack and why. 5. How you would approach building an AI-powered Virtual Back Office for a service business. 6. What excites you most about this opportunity. We are looking for a long-term partner who wants to help build something meaningful, scalable, and industry-defining.

  • Hourly
  • Expert
  • Est. time: More than 6 months, 30+ hrs/week

We are seeking an experienced AI Data Mining and Lead Generation Team to help us build and scale two distinct sales verticals through advanced AI prospecting, automation, data enrichment, and lead qualification. This is not a simple list-building project. We are looking for professionals who understand how to leverage modern AI tools, automation platforms, CRM systems, and data intelligence to identify qualified prospects, verify contact information, and create systems that consistently generate meetings and sales opportunities. Our goal is simple: Vertical #1: Custom Apparel Sales Through The Tee Shirt Store, we provide custom apparel solutions for: Schools Sports teams Churches Nonprofits Small businesses Corporate organizations Fundraising campaigns Events and conferences We need qualified buyers actively looking for custom apparel, screen printing, embroidery, promotional products, and branded merchandise. Vertical #2: Youth Entrepreneurship Education Through Education With A Profit, we deliver entrepreneurship education programs designed to help youth develop business, leadership, financial literacy, and entrepreneurial skills. We need introductions and meetings with: Youth organizations Community organizations Workforce development programs Nonprofits serving youth Corporate community outreach departments Foundations and grant-funded programs What We Need You To Build The ideal candidate or team will: AI Lead Generation Systems Develop AI-powered lead sourcing processes Build automated prospect identification workflows Create lead scoring systems Implement contact verification procedures Use data enrichment tools to improve lead quality Reduce manual prospecting through automation Qualified Lead Acquisition For Custom Apparel: Identify decision-makers responsible for apparel purchasing Verify contact information Capture buying signals Prioritize high-intent prospects For Entrepreneurship Education: Identify educational leaders and program decision-makers Locate grant-funded and budget-approved opportunities Identify organizations actively seeking youth programs Build targeted outreach databases Automation & CRM Integration CRM setup and optimization Automated lead routing Follow-up automation Meeting scheduling integration Reporting dashboards Pipeline tracking AI Outreach Optimization Email personalization systems Prospect segmentation Multi-channel outreach workflows Lead nurturing sequences Appointment-setting automation

  • Hourly: $70.00 - $95.00
  • Expert
  • Est. time: More than 6 months, 30+ hrs/week

**Job Description:** Join our team to collaborate with software engineering, product, analytics, and business stakeholders in delivering high-performance data solutions for operational reporting, business intelligence, advanced analytics, and AI initiatives. **Key Responsibilities:** **Data Architecture & Platform Design** - Evolve data architecture for operational and analytical workloads. - Implement scalable data warehouses, lakes, and lakehouses. - Establish data modeling standards and best practices. - Modernize data platforms using Azure cloud technologies. **Data Engineering** - Develop and maintain scalable ETL/ELT pipelines. - Build data integration solutions using Azure services. - Ensure data quality through monitoring and automation. **Performance & Optimization** - Optimize SQL queries and data pipelines for efficiency. - Analyze large datasets to improve performance. - Collaborate with engineering teams to enhance database design. **Data Quality & Reconciliation** - Establish data validation and auditing processes. - Resolve data discrepancies across systems. - Maintain data quality standards. **Analytics Enablement** - Support data models for reporting and analytics. - Collaborate with stakeholders to translate requirements into solutions. - Enable self-service analytics through well-governed datasets. **Required Qualifications** - 7+ years in Data Engineering/Architecture. - Expertise in enterprise-scale data architectures and SQL. - Experience with ETL/ELT in cloud environments. - Strong understanding of data warehousing and governance. **Technical Skills** - Required: Azure SQL, Data Factory, Synapse Analytics, SQL Server, data modeling, and performance tuning. - Preferred: Microsoft Fabric, Azure Data Lake, Apache Spark, Python, CI/CD, and AI/ML data platforms. **Preferred Experience** - Experience with SaaS and large-scale datasets, particularly in data-intensive industries like healthcare. - Designing platforms for advanced analytics and business intelligence. **Success Metrics** - Reliable and scalable data platforms. - Trusted reporting with strong data quality. - High-performance environments that support business growth and analytics initiatives.

Posted 3 months ago
  • Hourly
  • Expert
  • Est. time: More than 6 months, 30+ hrs/week

About ZeremAI ZeremAI is a premier AI and Automation implementation consultancy that future-proofs businesses. We specialize in cutting-edge AI agents, intelligent systems automation, and real-time AI-assisted KPI dashboards across all business departments. Our "Align–Automate–Achieve" methodology bridges the gap between technology and measurable impact, helping teams reclaim up to five days of productivity weekly per employee, allowing organizations to focus on their core mission. Position Overview: We are looking for an AI Technical Account Manager who thrives at the intersection of systems architecture and client partnership. This role is for a high-presence communicator who takes pride and care about Customer Success and can translate complex AI and automation workflows into clear, actionable business wins and communicate them with the AI Development team. You are an AI Technical Account Manager at heart—someone who possesses the technical depth to design sophisticated systems but whose real superpower is leading the client relationship. You’ll be the face of our delivery team, ensuring our clients don't just get a tool, but a transformed business process they actually enjoy using. Key Performance Indicators (Success Metrics): -100% successful deployment rate of AI and automation solutions. -Ensure systems adoption success scores reach 95%+ -Increase customer productivity by 20% to 100%+ through AI automation. -Increase customer KPI achievement rate by 2x through intelligent dashboards. -Maintain 97% or higher customer satisfaction rating for solution delivery. Core Client Responsibilities: Strategic Client Leadership: - Relationship Management: Act as the primary technical point of contact, managing expectations and leading clients through the "Align–Automate–Achieve" journey with confidence. - High-Impact Communication: Lead discovery calls and project updates with clarity and brevity. You are the concise expert—getting to the point quickly and making complex concepts clear and simple to non-technical customers. - Client Success Orientation: Prioritize the "human" side of the implementation, ensuring the solution solves the client’s actual pain points rather than just being technically correct. Solution Architecture & Discovery: - Workflow Mapping: Conduct process audits to identify gaps and translate messy business problems into clean system requirements. - High-Level Design: Architect automation ecosystems using Make, Zapier, Airtable, HubSpot, and other systems, ensuring all pieces of the tech stack talk to each other seamlessly. - AI Integration: Leverage LLMs (OpenAI, Claude, etc.) to enhance productivity and build smarter business logic for clients. Delivery & Adoption: - Implementation Oversight: Work with the internal dev team to ensure the blueprints you designed are built to spec and delivered on time. - The Final 10%: Lead the hands-on training and documentation phase, ensuring the client’s team feels empowered and capable, not overwhelmed. - Iterative Optimization: Monitor performance post-launch and proactively suggest enhancements to deepen the client relationship. Key ZeremAI Operations Responsibilities: - Collaborate with the Chief AI Officer and Strategy Officer to evolve ZeremAI’s systems playbook. - Lead the evaluation and adoption of new AI technologies and platforms. - Ensure solution designs align with the Align–Automate–Achieve methodology. - Create internal system frameworks, templates, and automation best practices. - Mentor and collaborate with AI Systems Developers to maintain high-quality standards. - Analyze reporting on architecture performance, ROI metrics, and adoption rates. The Ideal Profile: Technical Fluency (The "How It Works" Knowledge): - Systems Thinker: You understand the Big Picture of how APIs, CRMs, and databases interact. You don’t need to be the world’s fastest coder, but you must be a world-class architect. - Automation Stack: Deep familiarity with CRM, Project Management, Integration, and AI tools. - AI Expert: A solid grasp of how to practically apply AI/LLMs to business workflows. The Superpowers (Client & Communication): - Professional Presence: You carry yourself with a demeanor that builds immediate trust. You are concise, articulate, and mindful of the client’s time. - Concise Communicator: You avoid the Solution Architect Trap of over-explaining. You know how to give a "Yes/No" or a "Bottom Line Up Front" (BLUF). - Leadership: You can guide, educate, and—when necessary—firmly pivot a client toward a better strategic path. Qualifications: Required Skills & Experience - 5+ years of experience in systems consulting, operations, business automation, or a similar role. - 2+ years of AI expertise in a business context - Strong hands-on experience with automation tools (JSON, Zapier, Make, Airtable, etc.) and system integrations. - Working knowledge of project management and CRM platforms (e.g., Monday.com, HubSpot, Salesforce). - Familiarity with API usage, data flows, and basic scripting or logic-based automation. - Excellent problem-solving and process-mapping skills. - Clear written and verbal communication, especially with non-technical stakeholders. - Strong client-facing presence with the ability to guide, educate, and influence clients. Preferred Qualifications: - Experience in a fast-paced startup or agency environment. - Exposure to AI tools and understanding of their application in business settings. - Technical certifications in automation platforms (Zapier Expert, Make Partner, etc.). - Understanding of business functions like marketing, sales, operations, and finance. Soft Skills: - Demonstrate creativity in problem-solving by identifying innovative solutions to client challenges and operational obstacles. - Systems thinker with a knack for breaking down complex problems. - Highly organized, self-motivated, and able to manage multiple client projects simultaneously. - Collaborative team player who thrives in a remote-first work environment. - Passionate about technology, continuous improvement, and client success.

  • Hourly
  • Expert
  • Est. time: More than 6 months, Less than 30 hrs/week

Website Growth, SEO & Analytics Consultant (Webflow | AI Search | Attribution) About Marvista Design + Build Marvista Design + Build is an award-winning residential design-build firm serving the Pittsburgh region. We provide architecture, interior design, project management, and construction services under one roof, specializing in kitchens, bathrooms, additions, whole-home renovations, aging-in-place solutions, and complex remodeling projects. As we continue to grow, we are building a team of specialized freelance marketing professionals who work directly with company leadership to strengthen our online presence, generate qualified leads, and position Marvista as the leading residential remodeling firm in our market. The Opportunity Like many growing businesses, we have worked with outside digital marketing firms, SEO agencies, and website consultants over the years. While we have had some success, we have often found ourselves competing for attention with dozens of other clients and waiting too long for recommendations, implementation, and strategic direction. We are ready to take a more hands-on approach. Rather than relying on a traditional agency relationship, we are building our own team of specialized freelance professionals who work directly with ownership. Our goal is to create a group of experts who understand our business, our market, and our growth objectives. We are seeking a freelance Website Growth, SEO & Analytics Consultant who can help us maximize the effectiveness of our Webflow website, improve our search visibility, strengthen our analytics and attribution systems, and help us adapt to the rapidly changing landscape of Google and AI-powered search. This is not a one-time project and it is not a traditional employment position. We are looking for a trusted freelance partner who can provide ongoing guidance, recommendations, and implementation support as we continue to grow our digital presence. Responsibilities Website Management & Optimization * Maintain and improve our Webflow website. * Implement website updates, content changes, landing pages, and ongoing enhancements. * Monitor website performance, user experience, and conversion opportunities. * Recommend improvements to navigation, service pages, landing pages, and lead-generation pathways. * Ensure the website remains technically sound, mobile-friendly, secure, and optimized for performance. * Proactively identify opportunities to improve lead generation and user engagement. SEO Strategy & Content Oversight * Help develop and execute our SEO strategy. * Collaborate with and provide guidance to our freelance SEO content writer. * Review content recommendations and ensure alignment with company goals. * Identify keyword opportunities, content gaps, and new content initiatives. * Monitor search rankings and organic traffic performance. * Recommend technical and on-page SEO improvements. * Ensure website content follows current SEO best practices. AI Search Readiness * Stay current on developments involving Google AI Overviews, ChatGPT, Gemini, Perplexity, and other emerging search platforms. * Recommend strategies to improve Marvista's visibility in AI-generated search results. * Help position our website as an authoritative resource within the residential remodeling and design-build industry. * Advise ownership on how search behavior is changing and how Marvista should adapt. Analytics, Attribution & Performance Tracking * Monitor Google Analytics 4 (GA4), Google Search Console, and related reporting tools. * Develop and maintain a consistent UTM tracking strategy across all marketing channels. * Ensure campaigns, referral sources, email marketing, social media, paid advertising, and other traffic sources are properly tagged and tracked. * Help establish accurate attribution reporting so ownership can better understand lead sources and marketing performance. * Track website traffic, lead generation, conversion metrics, and user behavior. * Provide clear monthly reporting and actionable recommendations. * Identify opportunities to improve ROI across all digital marketing efforts. * Work with ownership to continually refine dashboards, reporting, and key performance indicators. Strategic Website & Search Advisory * Meet with ownership regularly to review website performance and priorities. * Recommend short-term and long-term website initiatives. * Identify emerging opportunities related to search, content, AI, analytics, and website performance. * Help keep website and search-related initiatives moving forward. * Serve as an experienced resource on best practices and industry trends. The Right Fit We are not looking for someone who simply waits for instructions or completes website edits as requested. We are looking for a proactive consultant who brings ideas, identifies opportunities, challenges assumptions, and helps us stay ahead of industry changes. The ideal candidate understands how websites, search engines, AI-powered search platforms, analytics, attribution, and content strategy work together to drive qualified leads and business growth. We value strategic thinking, responsiveness, accountability, and proactive recommendations more than simply completing assigned tasks. Most importantly, we are looking for someone who takes ownership of outcomes and genuinely cares about helping us improve our digital presence over time. Qualifications * Demonstrated experience managing and optimizing Webflow websites. * Strong understanding of SEO, technical SEO, content strategy, and website conversion optimization. * Experience implementing and managing UTM tracking strategies and marketing attribution systems. * Strong understanding of lead tracking, conversion reporting, and marketing analytics. * Strong working knowledge of Google Analytics 4 (GA4). * Familiarity with Google Search Console, Ahrefs, SEMrush, or similar platforms. * Knowledge of AI search trends and how search behavior is evolving. * Strong communication skills and the ability to explain technical concepts in practical business terms. * Ability to work independently and proactively identify opportunities. * Experience helping service-based businesses generate leads through their website. Preferred Experience * Residential construction * Design-build firms * Architecture firms * Home services businesses * Real estate-related businesses Important Notes * This is a freelance subcontractor opportunity. * This is not a full-time position. * We anticipate an ongoing relationship measured in months and years, not weeks. * Other marketing freelancers and specialists may also support Marvista, but all contractors report directly to company ownership. * This role is expected to collaborate with other specialists but will not manage them. * We are looking for a long-term strategic partner, not a traditional agency relationship. * We are not looking for someone who simply completes tasks. We are looking for someone who helps us think strategically, stay current, and continually improve our digital marketing foundation. Success in This Role Looks Like * Increased qualified website traffic. * Improved search engine visibility. * Better visibility in AI-powered search results. * Consistent publication of high-quality content. * Improved website conversion rates. * Clear understanding of where leads originate and which marketing initiatives are producing results. * Reliable attribution and reporting through consistent UTM implementation. * Improved visibility into marketing ROI and decision-making. * Clear reporting and measurable marketing results. * A website that continues to evolve as a lead-generating asset for the business. To Apply Please provide: 1. Examples of Webflow websites you currently manage. 2. Examples of SEO results you have helped achieve. 3. Your experience with AI search optimization and emerging search technologies. 4. Your experience with analytics, attribution, GA4, and UTM implementation. 5. Your preferred monthly engagement structure and availability. 6. Why you believe you would be a good fit for this opportunity. 7. Describe how you would improve lead generation for a residential design-build firm with a Webflow website and an active content strategy. Please note: We are not looking for a traditional SEO agency or website vendor. We are looking for a proactive freelance consultant who can become a trusted long-term partner and help us continuously improve our website, search visibility, analytics, attribution, and digital marketing performance.

  • Hourly
  • Intermediate
  • Est. time: More than 6 months, 30+ hrs/week

Digital Advertising & Analytics Manager Position Overview We are seeking a highly analytical and technically skilled Digital Advertising & Analytics Manager to oversee campaign tracking, attribution, paid media management, marketing technology, and AI-driven process improvements. This hybrid role bridges marketing strategy, campaign execution, and data analysis to improve performance across multiple client accounts. The ideal candidate has experience managing Google Ads and Meta Ads campaigns, implementing conversion tracking, building attribution models, managing marketing technology platforms, supporting email marketing initiatives, and identifying opportunities to leverage AI tools to improve efficiency and campaign results. Key Responsibilities Marketing Analytics & Attribution • Design, implement, and maintain conversion tracking across websites and marketing platforms. • Configure and manage Google Tag Manager, Google Analytics 4, Meta Pixel, Conversion API, and other tracking technologies. • Develop attribution models to accurately measure marketing performance across multiple channels. • Analyze lead quality, customer journeys, and campaign effectiveness. • Build dashboards and reporting frameworks for internal teams and clients. Paid Media Management • Manage and optimize Google Ads campaigns, including Search, Display, Performance Max, and Local campaigns. • Manage Meta Ads campaigns across Facebook and Instagram. • Monitor budgets, bidding strategies, audience targeting, and campaign performance. • Conduct ongoing testing and optimization to improve ROI and lead generation results. Social Media & Content Support • Coordinate and manage social media content calendars. • Assist with content strategy, copywriting, and creative recommendations. • Analyze engagement metrics and provide optimization recommendations. Email Marketing • Build and manage email marketing campaigns and automations. • Maintain audience segmentation and customer journey workflows. • Analyze campaign performance and recommend improvements. Marketing Technology & AI Implementation • Evaluate, implement, and manage marketing technology platforms and integrations. • Identify opportunities to leverage AI tools for campaign management, reporting, content creation, and workflow automation. • Develop processes that improve operational efficiency and scalability across client accounts. • Train internal team members on new technology solutions and best practices. Qualifications • Experience in digital marketing, paid media, analytics, or marketing operations. • Strong proficiency with Google Ads, Meta Ads Manager, Google Analytics 4, and Google Tag Manager. • Experience with conversion tracking, attribution modeling, and marketing automation. • Familiarity with CRM systems and lead tracking platforms such as WhatConverts, CallRail, Stape, and others. • Experience with email marketing platforms such as Mailchimp • Understanding of AI tools and automation platforms. • Strong analytical, problem-solving, and project management skills. Success Metrics • Accurate implementation and maintenance of conversion tracking. • Improved attribution visibility across marketing channels. • Growth in lead volume, lead quality, and campaign ROI. • Increased operational efficiency through automation and AI implementation. • Timely reporting and actionable performance insights.

  • Hourly: $40.00 - $50.00
  • Expert
  • Est. time: More than 6 months, 30+ hrs/week

Director of Operations & Integrator For Speak Your Way To Cash® Mission of the Role: The Director of Operations & Chief of Staff is responsible for turning Ashley Kirkwood's vision into execution. This person owns the systems, people, projects, accountability, reporting, launches, events, implementation, and operational excellence of the company. Their primary responsibility is to remove Ashley from day-to-day operations so she can focus on revenue generation, thought leadership, speaking, sales, strategic partnerships, media, and company growth. If Ashley is regularly assigning tasks, following up with team members, managing projects, creating project plans, solving operational problems, chasing updates, or acting as the project manager, this role is not succeeding. This role is equal parts operator, implementer, systems architect, project manager, people leader, and business builder. The right candidate can confidently run the company for 30 days without Ashley's involvement. Key Outcomes Success in this role means: * Ashley spends less than 10% of her time managing operations. * Every team member knows what to do without asking Ashley. * Every launch, event, and initiative has a documented plan and owner. * Systems are documented, followed, and continuously improved. * Team members are accountable for results. * The company operates smoothly even when Ashley is unavailable. * Revenue goals are achieved through operational excellence. * Company costs are continuously optimized. * Ashley receives dashboards, insights, and recommendations rather than problems. First 14-Day Success Plan Days 1-3: CEO Extraction Your first responsibility is extracting knowledge from Ashley. You will conduct extensive interviews with Ashley to understand: * Vision * Company goals * Revenue targets * Programs * Events * Marketing strategy * Sales process * Team structure * Existing systems * Existing bottlenecks * Repetitive issues * Current workflows * Decision-making process * Areas where Ashley is still the bottleneck Your job is to get everything out of Ashley's head and into documented systems. Days 4-7: Business Audit You will perform a complete operational audit. Review: * Team structure * Roles and responsibilities * Software subscriptions * Recurring expenses * Contractors * Vendors * Marketing systems * Sales systems * Customer success systems * Project management systems * Event systems * Reporting systems Identify: * Waste * Duplicate software * Unnecessary expenses * Inefficiencies * Missing processes * Automation opportunities * Team gaps Deliver a written audit report with recommendations. Days 8-14: System Buildout Develop and begin implementing systems for: * Team communication * Daily accountability * Weekly planning * Launch management * Event management * Marketing execution * Sales follow-up * Hiring * Onboarding * Customer success * KPI tracking * Financial reporting * Project management * SOP management * Executive reporting Create compliance mechanisms to ensure systems are actually followed. Required Deliverables by Day 14 * CEO Extraction Report * Team Accountability Map * Operations Audit * Cost Reduction Report * Systems Audit * 90-Day Operations Plan * Company KPI Dashboard * System Compliance Plan Daily Responsibilities Team Leadership * Lead daily team accountability. * Remove blockers. * Monitor priorities. * Ensure deadlines are met. * Coach and develop team members. * Address performance issues immediately. Project Management * Oversee all active projects. * Ensure projects remain on schedule. * Assign owners. * Track progress. * Escalate risks proactively. CEO Support * Protect Ashley's calendar. * Filter requests. * Prioritize opportunities. * Ensure Ashley is focused on high-value activities only. Systems Management * Improve operational systems. * Create new systems when needed. * Document processes. * Train team members. * Monitor compliance. Launch Oversight Monitor: * Registrations * Applications * Show rates * Conversion rates * Revenue * Email performance * SMS performance * Ad performance Take corrective action when needed. Event Oversight Monitor: * Venues * Hotels * Speakers * Sponsors * Production * Logistics * Attendee experience Ensure flawless execution. Financial Stewardship Monitor: * Revenue * Expenses * Cash flow * Subscription costs * Contractor costs * Vendor agreements Continuously improve profitability. Weekly Responsibilities Executive Leadership Meeting Lead weekly leadership meetings. Review: * Revenue * Sales * Marketing * Events * Operations * Team performance * Risks * Opportunities Present recommendations. Team Accountability Conduct one-on-one meetings. Review KPIs. Provide coaching. Create performance improvement plans when needed. Hiring and Recruiting Recruit top talent. Interview candidates. Manage onboarding. Develop succession plans. Dashboard Reporting Provide Ashley with a single dashboard showing: * Revenue * Pipeline * Event registrations * Lead generation * Marketing performance * Sales performance * Team performance Monthly Responsibilities Strategic Planning Review company goals. Assess progress. Recommend adjustments. Prioritize initiatives. Systems Audit Review all company systems. Identify bottlenecks. Improve efficiency. Increase automation. Cost Reduction Audit Review all recurring expenses. Identify opportunities to: * Cancel * Consolidate * Renegotiate * Automate Maintain operational efficiency while reducing unnecessary spending. Team Performance Review Evaluate every team member. Assess: * Performance * Productivity * Accountability * Alignment Make recommendations regarding staffing. Capacity Planning Forecast: * Team capacity * Event capacity * Revenue capacity * Operational needs System Ownership & Compliance This role owns all company systems. Responsibilities include: * Building systems * Documenting systems * Training team members * Monitoring compliance * Improving systems * Auditing systems You are not finished when a system is created. You are finished when the system is consistently followed. You will establish: * SOP libraries * Checklists * Training documentation * Accountability structures * KPI tracking * Compliance reviews Every major business function must have a documented and enforceable process. Required Experience * 7+ years leading operations in a coaching, consulting, events, education, or high-growth business. * Proven experience managing launches generating six and seven figures. * Proven experience leading remote teams. * Proven experience creating and implementing operational systems. * Strong project management experience. * Strong financial and operational reporting experience. * Experience with AI tools, automation, and business systems. Ideal Candidate You are a builder. You create order from chaos. You love systems. You love accountability. You ask hard questions. You solve problems before they become emergencies. You are comfortable holding high performers accountable. You are obsessed with execution. You know how to turn vision into reality. Most importantly, you can take what is inside a founder's head and build a company that runs without them.

  • Hourly
  • Intermediate
  • Est. time: 3 to 6 months, Not sure

We are a restoration and general contracting company that specializes in helping homeowners recover from property damage caused by storms, fallen trees, floods, fires, wind events, and other disasters. We are seeking an experienced Zapier automation specialist to design, build, and manage an automated marketing and lead generation system that identifies homeowners likely to be impacted by severe weather events and delivers targeted outreach before, during, and after the event. Project Overview We want to create a highly automated workflow that: Monitors weather forecasts, severe weather alerts, storm tracking data, and disaster-related events in specific geographic areas. Identifies homeowners and property owners located within projected impact zones. Obtains and enriches homeowner contact information using approved data sources. Segments leads based on location, weather event type, property characteristics, and severity of risk. Automatically launches multi-channel marketing campaigns before, during, and after the event. Tracks engagement and manages leads through our CRM. Notifies our internal team when high-priority opportunities are identified. Potential Integrations The ideal candidate should be familiar with integrating Zapier with platforms such as: Weather and forecasting APIs CRM systems Google Sheets Airtable HubSpot GoHighLevel Twilio Email marketing platforms SMS marketing platforms Data enrichment and lead-generation services Mapping and geolocation tools Deliverables Complete workflow architecture and automation strategy Zapier implementation and testing Lead capture and enrichment workflows Automated email and SMS campaign triggers CRM integration and lead routing Reporting dashboards and monitoring Documentation for future maintenance Required Experience Please apply only if you have experience with: Advanced Zapier automation Multi-step workflows and conditional logic API integrations CRM automation Lead generation systems Marketing automation Data enrichment platforms Geofencing or location-based marketing workflows Error handling and workflow optimization When Applying, Please Answer the Following Questions: Describe a similar automation system you have built. What weather data providers or APIs have you worked with? What lead enrichment platforms have you integrated with Zapier? Which CRM systems have you automated most extensively? How would you approach identifying homeowners within projected storm impact zones? What challenges do you foresee in building this system? Please provide examples of complex Zapier workflows you have created. Are you comfortable recommending alternative tools if Zapier is not the best solution for a particular component of the workflow? We are looking for someone who can not only build the automation but also help design the overall system architecture and recommend best practices for scalability, reliability, and compliance.

  • Hourly
  • Intermediate
  • Est. time: 3 to 6 months, 30+ hrs/week

We are building a next-generation workflow automation platform that combines deterministic business rules, artificial intelligence, document intelligence, and human review workflows into a single operating system. This is not a traditional CRM project. Our vision is to develop a doctrine-driven platform where business rules serve as the system authority, AI serves as an analytical and drafting layer, and human reviewers serve as the final compliance checkpoint. We are seeking an experienced engineer or engineering partner who can help architect and build the platform from the ground up. Project Objectives The platform will: • Ingest and analyze large volumes of structured and unstructured documents • Extract data from reports, PDFs, and supporting documentation • Apply rule-based workflow logic • Generate AI-assisted recommendations and draft outputs • Maintain complete audit trails and workflow transparency • Route work through human review checkpoints • Support future deployment of local AI infrastructure for privacy and performance Core Architecture The system will be built around four primary layers: 1. Rules Engine * Deterministic business logic * Workflow orchestration * State management * Trigger and escalation logic * Audit tracking 2. AI Layer * Document analysis * Classification * Pattern detection * Summarization * Draft generation * Structured outputs 3. Local Processing Layer * OCR * Document parsing * Data extraction * Vector search * Local inference capabilities * Privacy-first processing 4. Human Review Layer * Quality assurance * Workflow approvals * Compliance review * Exception handling Initial Development Priorities Phase 1 • User authentication • Client record management • Document upload system • OCR and document extraction • Workflow engine • Rule-based status management • Review dashboard Phase 2 • AI-powered document analysis • Automated classification • Recommendation engine • Draft generation workflows • Response parsing Phase 3 • Local AI infrastructure • Vector database integration • Knowledge retrieval system • Multi-agent workflow orchestration • Advanced automation Desired Technical Experience Required • React / Next.js • Node.js, Python, or similar backend framework • PostgreSQL or equivalent relational database • REST APIs • Cloud infrastructure (AWS, Azure, or GCP) • Workflow automation systems • Document processing pipelines Preferred • OpenAI APIs • Anthropic APIs • Retrieval-Augmented Generation (RAG) • LangGraph, LangChain, or similar frameworks • Vector databases • OCR technologies • AI agent architectures • NVIDIA AI ecosystem • Local model deployment What We Are Looking For We are not looking for someone who simply builds forms and dashboards. We are looking for a builder who understands how to combine: • Rules engines • Artificial intelligence • Workflow automation • Human review systems • Scalable software architecture The ideal candidate enjoys solving complex business process problems and translating expert decision-making into software systems. Engagement Structure Open to: • Fractional CTO • Lead Architect • Senior Full-Stack Engineer • AI Systems Engineer • Development Agency • Long-term strategic technology partner To Apply Please provide: • Relevant project examples • Experience building workflow automation platforms • Experience with AI-powered applications • Technology stack recommendations • Estimated availability • Preferred engagement structure

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