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  • Hourly: $14.00 - $24.00
  • Expert
  • Est. time: More than 6 months, 30+ hrs/week

About Cloutra Cloutra is an AI-powered recruitment and talent assessment platform that helps companies streamline hiring through automated resume screening, candidate interviews, and structured assessments. Our goal is to help organizations hire faster, improve candidate quality, and make more consistent hiring decisions. Role Overview We are looking for a commercially driven Business Development Manager with existing relationships across HR departments, recruitment teams, talent acquisition leaders, and people operations professionals. This role is ideal for someone who has experience selling HR technology, recruitment services, payroll solutions, employee benefits, workforce management products, training programs, outsourcing services, or similar solutions into HR and talent teams. You will be responsible for generating new business opportunities, building and managing a sales pipeline, developing strategic partnerships, and converting prospects into long-term customers. Responsibilities Business Development & Sales: - Identify, engage, and convert prospective customers across HR departments, recruitment firms, startups, SMEs, and enterprise organizations. - Leverage existing relationships with HR leaders, recruiters, talent acquisition teams, and decision-makers. - Build, manage, and close a strong sales pipeline from prospecting through deal completion. - Conduct outreach through LinkedIn, email, referrals, networking events, conferences, and partnerships. - Lead discovery calls, product demonstrations, commercial discussions, and negotiations. - Clearly communicate Cloutra's value proposition and business impact to prospective customers. Strategy & Market Growth: - Execute business development initiatives across target customer segments. - Identify high-potential industries, customer profiles, channels, and partnership opportunities. - Gather market intelligence on customer needs, competitor activity, pricing expectations, and buying behavior. - Contribute insights that help improve sales messaging, positioning, and go-to-market strategy. - Recommend growth opportunities based on customer feedback and market trends. Partnerships & Industry Engagement: - Represent Cloutra at HR conferences, trade fairs, networking events, and industry forums. - Build relationships with HR communities, recruitment agencies, consultants, and ecosystem partners. - Identify strategic partnerships that support lead generation, brand awareness, and customer acquisition. Reporting & Pipeline Management: - Maintain accurate records of leads, opportunities, and sales activities. - Provide regular pipeline, forecast, and performance updates. - Track progress against agreed sales and business development objectives. Requirements - 3–5 years of experience in B2B sales, business development, partnerships, account management, or commercial strategy. - Existing relationships with HR leaders, recruiters, talent acquisition teams, HR managers, or Heads of People. - Experience selling products or services to HR, recruitment, or talent teams. - Proven ability to generate leads, secure meetings, and close deals through relationship-driven selling. - Experience developing and executing business development or go-to-market strategies. - Strong understanding of HR, recruitment, talent acquisition, workforce management, or employee-related business challenges. - Experience selling SaaS, HR tech, recruitment services, payroll solutions, employee benefits, learning & development, background screening, outsourcing, or related products is highly desirable. - Excellent communication, presentation, negotiation, and relationship-building skills. - Comfortable representing a company at industry events and engaging senior stakeholders. - Ability to independently manage a sales pipeline and consistently drive opportunities forward. - Familiarity with CRM platforms, LinkedIn prospecting, outbound outreach, and sales reporting. Preferred Experience - HR Tech / Recruitment Technology - SaaS Sales - Talent Acquisition Solutions - Payroll & Workforce Solutions - Recruitment Services - Strategic Partnerships

Posted 2 weeks ago
  • Hourly
  • Expert
  • Est. time: More than 6 months, Less than 30 hrs/week

# Executive Assistant (Remote) ## About Me I am an entrepreneur and owner of multiple businesses. I move quickly, juggle many projects at once, and constantly generate new ideas. I'm looking for a highly organized Executive Assistant who can bring structure, organization, and follow-through to my day-to-day operations. This is not a traditional administrative role. I need someone who can become my right hand, learn how I think, help manage my workload, and ensure important tasks don't fall through the cracks. ## What You'll Do ### Executive Support * Manage and maintain my calendar * Schedule meetings and coordinate appointments * Prioritize tasks and deadlines * Organize projects and ensure follow-up on action items * Help manage personal and business administrative tasks ### Email Management * Learn my communication style and voice * Draft and respond to emails on my behalf * Organize inboxes and prioritize important communications * Follow up with clients, vendors, and team members as needed ### Project Management * Manage projects within Asana * Create and maintain task lists, timelines, and workflows * Track progress and hold me accountable to deadlines * Turn ideas and conversations into actionable plans * Help organize ongoing business initiatives ### AI & Technology * Use AI tools such as ChatGPT and other productivity software * Help create prompts and workflows * Research solutions and summarize findings * Continuously identify ways to improve efficiency through technology and automation ### Organization & Planning * Create systems and processes that keep projects organized * Document procedures and workflows * Help manage the constant flow of ideas, notes, and tasks * Provide structure to a fast-paced entrepreneurial environment ## The Ideal Candidate You are: * Extremely organized and detail-oriented * Proactive and resourceful * Comfortable working independently * Excellent at written communication * Tech-savvy and quick to learn new software * Experienced with Asana or similar project management platforms * Comfortable using AI tools daily * Able to manage multiple priorities without dropping details * Professional, reliable, and trustworthy ### Bonus Points For * Experience supporting entrepreneurs, founders, or executives * Operations or project management experience * Experience working with ADHD entrepreneurs * Process improvement or workflow design experience * Familiarity with Google Workspace ## What Success Looks Like After a few months, you will: * Understand my communication style well enough to draft emails with minimal oversight * Keep projects organized and moving forward * Help me stay focused on high-value activities * Reduce the mental load of managing multiple businesses * Serve as a trusted partner who brings order to chaos ## Hours & Compensation * Remote position * Flexible schedule but mostly during business hours * Hours: To be determined based on experience and availability * Compensation: Based on experience When applying, please tell me: 1. Why you believe you'd be a great fit for this role. 2. What AI tools you use regularly. 3. Your experience with Asana or project management software. 4. Your experience supporting entrepreneurs or executives. 5. How you stay organized when managing many competing priorities. 6. Share an example of a system or process you created that improved efficiency.

  • Hourly: $15.00 - $50.00
  • Intermediate
  • Est. time: Less than 1 month, Less than 30 hrs/week

Spool is building AI systems that help people get real-world tasks done: phone calls, scheduling, coordination, follow-through, and the invisible administrative work that eats up everyday life. We’re looking for a small number of thoughtful, detail-oriented product testers to help us evaluate and improve our task execution platform, with a particular focus on outbound phone calls. What You'll Do You’ll use Spool to: Think of realistic everyday tasks and scenarios Schedule, initiate, and evaluate phone calls made by the product Test call quality, navigation, responsiveness, and outcomes Provide detailed feedback within the product on what worked, what failed, and what felt confusing or frustrating Help identify edge cases, bugs, UX issues, and opportunities for improvement Most testing will involve calls to: Businesses Government/public entities Customer support lines Service providers Other organizations with publicly available phone numbers Calls to private individuals are only permitted when you have their clear permission. Examples of Testing Tasks Examples might include: Calling a pharmacy about prescription status Asking a business about hours, pricing, or availability Navigating automated phone trees Scheduling or modifying appointments Requesting information from public agencies Following up on customer service issues Important Guidelines We care deeply about being responsible users of communication systems and building products people trust. Testers must: Use good judgment and act respectfully Avoid spammy, disruptive, repetitive, or harassing behavior Avoid excessive repeat calling Avoid intentionally wasting the time of businesses, nonprofits, public agencies, or individuals Never attempt fraud, social engineering, deceptive activity, or any other moral or legally questionable behavior Follow all instructions and testing guidelines provided by Spool Examples of prohibited behavior include repeatedly calling the same organization unnecessarily, intentionally provoking reactions, or creating situations likely to cause reputational or operational harm. Requirements Must be located in the United States Must have and use your own valid U.S. phone number (required for account verification/KYC) Strong written communication skills Strong attention to detail Comfortable giving candid product feedback Curious, creative thinker who notices UX issues and edge cases Reliable internet connection and computer access Nice to Have Experience with QA, customer support, operations, research, or product testing Familiarity with AI products/tools Experience interacting with customer service systems or administrative workflows

  • Hourly
  • Intermediate
  • Est. time: Less than 1 month, Less than 30 hrs/week

I run Campbell AI, an AI automation business that helps local businesses set up website chatbots, CRM systems, and appointment-setting tools. I’m looking for a cold caller / appointment setter to help call pet grooming, real estate agents, apartment buildings, car dealerships, salons, barbershops, med spas, dental offices, orthodontics, & more b2b that have medium to high website traffic already but don’t have a website chatbot. The goal is to check the business website before calling to see if they have a website chatbot in the bottom left or right. Then ask for the manager, owner, or decision maker, get past gatekeepers professionally, collect good emails and callback times, and book interested follow-up calls with me. The main offer is a website chatbot and appointment setter for local businesses. It can answer customer questions, capture lead information, and help website visitors book, call, or request a quote. Pricing for the service is $499 setup, then $150–$300/month for management depending on traffic, features, and ongoing needs. I already have the call script, gatekeeper script, rebuttals, website, pricing, and tracking sheet ready. What I need help with: * Calling custom home builders in New Jersey * Asking for the owner or decision maker * Handling gatekeepers professionally * Explaining the offer simply if asked * Collecting owner/contact emails * Getting callback times * Booking interested follow-up calls This is not a high-pressure sales role. I’m looking for someone calm, professional, organized, and clear on the phone. I’d like to start with 4–8 hours for the first test campaign. If it goes well, this could become ongoing weekly work.

  • Hourly: $75.00 - $125.00
  • Expert
  • Est. time: Less than 1 month, Less than 30 hrs/week

I need to work with a professional to go over all the legal documents my business needs in a checklist style. Either review the ones I may have, guide me on ones I can use, or deliver me one for my use. Make sure I'm solid, legally My business is: • AI answering agent • WhatsApp commerce layer • Tourism assistant • B2B infrastructure tool • Possibly payment intermediary I need to cover the following: (Possibly) • Merchant account agreement • Payment processor contracts Customer-Facing Legal Documents Because I'm collecting data and possibly payments: • Terms of Service (for users) • Privacy Policy • Data Processing Addendum (if working with businesses) • Cookie Policy (if website collects data) • Refund Policy (if applicable) • Acceptable Use Policy If handling orders for restaurants: • Disclaimer of liability for food quality • Service intermediary clause • Payment responsibility clarification Business Partner Agreements (Restaurants / Hotels / Vendors) • Service Agreement (what it provides) • Revenue share agreement (if taking %) • Subscription agreement (if charging monthly) • SLA (Service Level Agreement) • Data sharing agreement • Termination clause If it's answering their calls: • Call handling disclosure • Recording consent clause • Escalation protocol AI-Specific Policies Since it's is AI-driven: • AI usage disclosure • Automation disclosure • Data retention policy • Model training disclosure (if applicable) • Bias & limitation disclaimer • Human escalation policy If someone claims: “The AI gave wrong info.” structured protection. • Marketplace terms • Vendor listing agreement • Advertising placement agreement • Featured listing contract • Promotional disclosure agreement

  • Hourly: $35.00 - $50.00
  • Intermediate
  • Est. time: 1 to 3 months, Less than 30 hrs/week

ABOUT THE PROJECTS. I run a curated marketplace on Shopify (The Ever Good) and I am building out an AI automation system to handle routine tasks in the business. I am AI-savvy and have built a Python agent myself, so I understand what I am asking for. I have the architecture planned and the business requirements semi-documented for each piece. I simply do not have the time to build everything I want to build, which is why I need a developer to work alongside me. The first project is a product review collection and import system. If it goes well, there is ongoing work building out additional agents over time, one at a time. This is a potential long-term engagement depending on how the first project goes. WHAT WE ARE BUILDING. The overall system is a set of AI agents that handle specific business tasks and route outputs to a simple dashboard where I can review, approve, and trigger actions before anything goes live. The dashboard is a Lovable build that gives me a single place to monitor agent status, review outputs, and approve or return anything that needs a human decision before it moves forward. Agents are planned across several areas of the business. We will build one at a time. I will walk you through the requirements for each before you start. Examples of agents here by business category (these could change): - MARKETPLACE & CATALOG. Product Reviews (first project), Catalog Enrichment and SEO, Pricing and Margin Monitor, New Product Auto-Pricer, Maker Stories, Maker Audit, Maker Analytics, Review Monitor. - CONTENT & SOCIAL. Content Generation, Cultural Moment Monitor, Social Publishing, Pinterest Curator, Instagram DM Automation, Image Production, Founder Content Amplifier. - MARKETING & ADS. Email Sequences, Paid Media Director, Ads Performance Monitor, LinkedIn Outreach. - SEO and Search. SEO and AI Search Visibility, Crawl Error and Redirects. - THE SCHOOL (Our Coaching Offerings). AI Readiness Assessment, Coaching Prep Tool, Workshop Launcher, Course Completion Monitor, Immersion Round Tracker. - FINANCE & OPS. Profit Police, Cash Flow Forecaster, Financial Health Monitor, System Health Monitor. - CUSTOMER SERVICE & GIFTING. Customer Service Drafts, Gift Inquiry and Proposals, Basket Assembler. OUR TECH STACK (Could Change). - AI AGENT BUILDING STACK. Claude Code, Claude API, Python, Make.com, Replit, Lovable, Google Sheets API, Baserow. - OTHER BUSINESS SYSTEMS. Shopify API, DropCommerce API, Matrixify, Typeform, Stripe API, Yotpo API, Klaviyo API, Instagram Business API, Later API, Pinterest API, ManyChat API, Bannerbear API, LinkedIn API, Google Analytics 4 API, Google Search Console API, DataForSEO API, QuickBooks Online API, Google Drive API. HOW WE WORK. - HOURLY. Collaborative and iterative engagement. - REQUIREMENTS. We review together before each build and refine as we go. - QA. I handle testing and QA on my end. - DOCUMENTATION. All work is documented throughout with decision logs and handoff notes so full ownership and control remains with me at every stage. - IP. All intellectual property and work product belongs to me entirely. - CLAUDE. You are expected to maintain your own Claude environment at a level that supports serious development work with no usage limitations. - ACCESS. All business systems and APIs provided with scoped credentials as needed. - DEPLOYMENT. Production deployment is handled collaboratively. - COMMITMENT. Looking for someone who can help maintain and evolve these tools over time while I retain full control and understanding of everything we build. WHAT I AM LOOKING FOR. - CLAUDE. Must use Claude as your central AI LLM. Experience. Working experience with the Claude API and the tools in the building stack above, or a demonstrated ability to learn new tools quickly. - COMMUNICATION.Clear communicator who works independently and does not need to be managed through a task, but is promptly responsive to me. - MINDSET. Building with AI tools as a regular part of your work. TO APPLY. Please share a brief description of one or two AI agents you have built, what they did, and what tools you used. Include a note on your familiarity with the tools listed above and your hourly rate.

  • Hourly: $20.00 - $80.00
  • Intermediate
  • Est. time: 1 to 3 months, Less than 30 hrs/week

Bluthrive is an AI implementation company that helps businesses generate real ROI from their investment in AI. We work with companies to identify opportunities, implement practical AI solutions, and improve business processes through technology. We are looking for a U.S.-based Sales Development Representative or Sales Rep to call warm leads already in our pipeline and help us schedule qualified meetings. Responsibilities You will be responsible for: Calling warm leads that have already shown interest or are already in our pipeline Introducing Bluthrive and clearly communicating the value of our AI implementation services Qualifying prospects and understanding their business needs Scheduling meetings with interested leads Logging call notes, outcomes, follow-ups, and contact details in Zoho CRM Following up with leads by phone and email when needed Maintaining a professional, friendly, and consultative communication style Requirements We are looking for someone who: Is based in the United States Has proven experience in sales, appointment setting, or SDR work Is comfortable making outbound calls to warm leads Has excellent verbal and written communication skills Can confidently speak with business owners, executives, or decision-makers Has experience using Zoho CRM or similar CRM tools Is organized and disciplined about tracking calls, notes, and next steps Can represent Bluthrive professionally and communicate the value of AI in a clear, practical way Nice to Have Experience selling technology, software, AI, automation, consulting, or B2B services Experience working with small and mid-sized businesses Ability to help improve outreach scripts and follow-up processes About Bluthrive Bluthrive helps companies implement AI in ways that produce measurable business value. Our focus is not just on adopting AI tools, but on helping companies identify where AI can reduce costs, improve efficiency, increase sales, or create better customer experiences. Engagement This is a remote contract role. We will provide the lead pipeline, context, and CRM access. Your main goal will be to call leads, qualify interest, and book meetings for our team. When applying, please include: Your experience with outbound calling or appointment setting Your experience using Zoho CRM or similar CRMs Any experience selling AI, software, consulting, or B2B services Your availability and preferred hourly rate A brief description of your approach to converting warm leads into booked meetings

  • Hourly: $75.00 - $100.00
  • Expert
  • Est. time: More than 6 months, Less than 30 hrs/week

US-Based Growth Marketing Expert for AI SaaS (SEO / AEO Platform) Hourly: $75–150/hour Location: United States Only Commitment: 10–20 hours/week to start (with opportunity to grow into a long-term role) We’re launching an innovative AI-powered SaaS platform that helps SEO agencies, marketers, and website owners manage blog content, SEO, and Answer Engine Optimization (AEO). We’re looking for an experienced US-based Growth Marketing Expert to help launch and scale the platform. This is not a traditional digital marketing role. We’re looking for someone who will act as our Growth Marketing leader—not simply manage ad campaigns. You’ll help shape our go-to-market strategy, customer acquisition engine, and conversion optimization efforts. Responsibilities * Develop and execute our go-to-market strategy * Drive qualified demo requests for our agency platform * Increase free trial signups and paid conversions for our self-service SaaS * Manage and optimize paid advertising (Google Ads, LinkedIn, Meta, Microsoft, Reddit, etc.) * Improve landing page and funnel conversion rates through A/B testing * Build and optimize email nurture and marketing automation campaigns * Monitor and improve KPIs including CAC, CPL, ROAS, trial-to-paid conversion, and MRR growth Requirements * Must be based in the United States * 5+ years of B2B SaaS growth marketing experience * Proven success launching or scaling SaaS products * Strong expertise in Google Ads and performance marketing * Experience with conversion rate optimization (CRO) * Experience with GA4, Google Tag Manager, and HubSpot (or similar CRM) * Experience marketing AI, SEO, MarTech, or agency-focused SaaS is a strong plus We’re Looking For We want someone who thinks like an owner, uses data to make decisions, tests aggressively, and can build a scalable customer acquisition engine. Success in this role will be measured by qualified demo bookings, free trial growth, customer acquisition cost, conversion rates, and recurring revenue growth. This position is for an individual freelancer only. No agencies, white-label firms, or outsourced teams. You must personally perform the work and be available for regular strategy calls during US business hours. To Apply Please answer the following: 1. Describe a B2B SaaS product you’ve helped launch or scale. What was your acquisition strategy, which channels did you use, and what measurable results did you achieve? Please include specific metrics (CAC, CPL, ROAS, trial signups, conversion rates, MRR growth, etc.). 2. What is the largest monthly paid advertising budget you’ve personally managed? Which platforms did you oversee? 3. Have you marketed an AI, SEO, MarTech, or agency-focused SaaS product? If so, please describe your role and the results. 4. Describe one growth experiment or A/B test that produced a meaningful improvement. What did you test, and what was the outcome? 5. Please provide links to your LinkedIn profile, portfolio, case studies, or examples of SaaS products you’ve worked on. 6. Why are you interested in this opportunity, and what makes you a strong fit?

  • Hourly: $20.00 - $100.00
  • Intermediate
  • Est. time: More than 6 months, 30+ hrs/week

We are seeking a dynamic Sales Manager to lead our sales team and drive growth in the healthcare digital marketing sector. The ideal candidate will have a strong background in sales and marketing, with a focus on developing and executing strategies to expand our client base. Responsibilities include managing sales teams, identifying new business opportunities, and collaborating with our marketing department to enhance our market presence. Build Something Bigger Than a Paycheck We're not looking for someone to "make calls." We're looking for a partner who wants to build a book of business that compounds month after month while helping medical practices transform how they acquire patients. ModFXMedia is the marketing engine behind some of the fastest-growing medical practices in the country. We don't do cookie-cutter marketing—we build custom lead generation systems, AI-powered patient acquisition tools, and revenue-driving campaigns for doctors who are serious about scaling. And we need someone who can close. The Opportunity You'll be joining at the perfect inflection point. We've cracked the code on medical practice marketing (TRT clinics, functional medicine, chiropractic, aesthetic medicine), our client results are exceptional, and demand is there. What we need is someone to turn conversations into contracts—consistently. This isn't a grind-it-out sales role. This is a growth partnership where: ✅ You're selling a service that genuinely transforms medical practices ✅ Your income grows exponentially as your book of business scales ✅ You're building relationships with practice owners, not chasing one-time deals ✅ You have autonomy, flexibility, and real upside The goal: 8+ new clients per month at $2,000-$3,000 MRR each. What You'll Actually Do Own the entire sales cycle - From discovery call to signed contract, you're the closer Consult, don't pitch - Understand practice goals, diagnose marketing gaps, prescribe solutions Build your book - Every client you close becomes part of your recurring commission base Partner with leadership - Work directly with our CMO to refine positioning, pricing, and packaging Scale proven offers - Monthly marketing plans, lead gen systems, AI automation, social media management, website development You're not selling vaporware. Our clients see real ROI. Your job is to get the right practices in the door. Who You Are ✔️ Experienced closer - 3+ years in B2B sales (agency, SaaS, or marketing services preferred) ✔️ Consultative seller - You diagnose before you prescribe. You ask better questions than your competition. ✔️ Self-starter - You don't need to be micromanaged. You know how to prospect, qualify, and close. ✔️ Healthcare curious - Bonus if you know the medical space, but not required. We'll teach you the niche. ✔️ Metrics-driven - You track pipeline, conversion rates, and know your numbers cold ✔️ Tech-savvy - Comfortable with CRMs (HubSpot/Salesforce), Zoom demos, and modern sales tools Most importantly: You want to build something. Not just hit quota—build a recurring revenue machine that pays you for years to come. The Compensation You'll earn a $2,500/month base salary plus 20% commission on the first month's revenue and 5% recurring commission on all active clients for as long as they stay. Hit quota at 8 deals/month and you're making $70K in Year 1. By Month 6, as your recurring commissions compound, you're tracking toward $130-150K. By Month 12, top performers are earning $180K-220K annually with a growing book of business that continues paying month after month. Performance bonuses of $2,500-$5,000 kick in at 10+ deals per month. This isn't capped—your income grows as your book grows. Close consistently, keep clients happy, and you're building a revenue stream. Why OUR Pay Structure Works: Aligned incentives - You care about client fit and success, not just closing Golden handcuffs - Your income compounds the longer you stay True partnership feel - You build equity-like income without equity dilution Rewards consistency - Month 1 closer makes $90K/year. Bottom line: Close deals, keep clients happy, build a book. This isn't a job—it's building a revenue stream that pays you for years to come. What You Get Fully Remote - Work from anywhere Warm Lead Flow - We provide inbound leads + you source outbound Full Tech Stack - CRM, proposal software, everything you need provided Proven Offers - You're selling services with case studies and proven ROI Training & Onboarding - Deep dive into medical marketing, our process, and the niche Fast Growth Company - We're scaling aggressively across multiple verticals Direct Access to Leadership - Work alongside our CMO who's scaled $7M telehealth companies 30-60-90 Day Plan First 30 Days: Learn the offers, shadow calls, close 2-3 deals (ramp period) 60 Days: Own the process, close 5-6 deals, refine your pitch 90 Days: Full quota - 8+ deals/month, building momentum We don't expect you to be perfect on day one. We expect you to be unstoppable by day 90. Why Medical Practices? The healthcare industry is massively underserved when it comes to marketing. Most practices are running on referrals and outdated strategies. When we show them modern lead generation, AI automation, and data-driven campaigns—they convert. You're not convincing people they need marketing. You're showing them a better way to do what they already know they need. Ready to Build? If you're the kind of person who: Gets excited about recurring revenue models Wants to be rewarded for the long-term value you create Thrives in a high-autonomy, high-accountability environment And knows how to close Then let's talk. How to Apply Send us: Your resume (keep it tight) A 2-minute Loom video answering: "Tell us about your biggest deal, how you closed it, and why you're the right person for this role" Your LinkedIn profile Subject line: "Growth Partner - [Your Name]" No agencies. No recruiters. Direct applicants only. About ModFX Media We're a healthcare-focused digital marketing agency that specializes in lead generation, patient acquisition, and revenue growth for medical practices. Our clients range from testosterone replacement therapy clinics to functional medicine practices to stem cell treatment centers. We're not the biggest agency. But we're the best at what we do. And we're looking for someone who wants to prove they're the best at what they do. Let's build. ModFX Media is an equal opportunity employer. We value diversity and are committed to creating an inclusive environment for all employees.

  • Fixed price
  • Entry Level
  • Est. budget: $50.00

# Microsoft Word Formatting Specialist Needed for 286-Page Customer Handbook ## Project Overview Tudor Energy is seeking an experienced Microsoft Word document-formatting specialist to manually clean up and professionally reformat a comprehensive customer handbook. The handbook contains approximately 286 pages covering our customer rewards program, membership levels, delivery programs, operating policies, frequently asked questions, customer responsibilities, and formal terms and conditions. The document’s content has already been written. This is **not a copywriting or policy-development project**. The goal is to transform the existing file into a polished, organized, user-friendly handbook while preserving all substantive content and policy language. ## Critical Content Requirement The selected freelancer must not: * Rewrite, summarize, simplify, reinterpret, or materially alter any policy. * Remove content because it appears repetitive. * Change reward amounts, eligibility requirements, fees, limitations, examples, or program rules. * Add new promises, guarantees, exceptions, or legal language. * Use AI or automated formatting tools without manually reviewing every page. * Make unapproved editorial decisions. Minor corrections to obvious spelling, punctuation, capitalization, or spacing errors may be suggested, but substantive wording must remain unchanged unless Tudor Energy specifically approves a change. When wording appears inconsistent, contradictory, duplicated, or unclear, the freelancer must flag it for review rather than silently correcting or deleting it. ## Scope of Work The freelancer will manually review and format the entire Microsoft Word document, including: * Creating a consistent heading hierarchy. * Standardizing chapter titles, section headings, subheadings, and body text. * Repairing broken or excessive bullet lists. * Correcting inconsistent indentation and paragraph spacing. * Reconstructing tables that currently appear as compressed or unformatted text. * Improving page breaks and preventing isolated headings or awkwardly split sections. * Standardizing fonts, margins, line spacing, headers, and footers. * Adding or repairing page numbers. * Creating a professional, clickable table of contents. * Applying consistent styles through Microsoft Word’s Styles system. * Improving the presentation of examples, FAQs, warnings, summaries, and policy sections. * Keeping related information together where practical. * Removing accidental blank pages and unnecessary formatting artifacts. * Making the document easy for ordinary residential heating-oil customers to read and navigate. * Preserving the distinction between customer-friendly explanations and formal terms and conditions. * Ensuring that the document remains editable in Microsoft Word. The finished document should look intentionally designed rather than merely cleaned up. ## Desired Visual Style The handbook should feel: * Professional. * Friendly and approachable. * Organized. * Easy to scan. * Appropriate for residential consumers. * Consistent with a dependable local heating-oil company. * Suitable for both digital distribution and printing. The design should not feel overly corporate, legalistic, decorative, or cluttered. Reasonable use of the following is encouraged: * Chapter divider pages. * Clearly formatted benefit summaries. * Readable comparison tables. * Callout boxes for important information. * Consistent FAQ formatting. * Clearly distinguished examples and calculations. * Subtle branding elements. * Adequate white space. * Repeating headers or chapter identifiers. Any design elements must remain editable and must not interfere with printing or accessibility. ## Required Deliverables The final project must include: 1. A fully formatted and editable `.docx` file. 2. A print-ready PDF generated from the completed Word document. 3. A clean, functional, clickable table of contents. 4. Consistent Word styles throughout the document. 5. Properly formatted tables, lists, examples, and FAQ sections. 6. A version showing tracked changes or another clear record of textual corrections. 7. A clean final version with accepted formatting and approved corrections. 8. A separate issue log listing: * Apparent contradictions. * Duplicate or overlapping provisions. * Missing information. * Unclear wording. * Inconsistent numbers, fees, point values, or program requirements. * Any content the freelancer believes requires owner review. 9. Confirmation that no substantive content was intentionally removed or rewritten. ## Quality-Control Expectations The freelancer must compare the finished document against the original and verify that: * Every chapter and section remains present. * All policies and terms remain intact. * All reward values, fees, point levels, gallon requirements, examples, and timelines remain accurate. * Tables contain all information from the original. * No text was accidentally lost during formatting. * Cross-references and the table of contents work correctly. * Page numbering is accurate. * The PDF renders consistently with the Word document. * There are no hidden comments, unresolved tracked changes, broken fields, or formatting errors in the final clean version. This project requires careful manual review. A document that has simply been passed through an automated formatting or AI tool will not be accepted. ## Required Experience Applicants should have demonstrated experience with: * Advanced Microsoft Word formatting. * Long-form document production. * Word Styles, section breaks, headers, footers, and automatic tables of contents. * Complex tables and multilevel lists. * Customer handbooks, policy manuals, operating manuals, employee handbooks, or similar documents. * Preparing files for both digital use and professional printing. * Maintaining content accuracy while improving readability. * Quality assurance for lengthy documents. Experience with legal, insurance, energy, utility, membership-program, or customer-policy documents is helpful but not required. ## Application Instructions Please include the following in your proposal: 1. A brief explanation of your experience formatting long and complex Microsoft Word documents. 2. Examples of comparable handbooks, manuals, policy documents, or reports you have formatted. 3. Your process for confirming that no content is lost or unintentionally changed. 4. How you handle contradictions or apparent errors without rewriting the client’s policies. 5. Whether you will personally perform the work or delegate any portion of it. 6. Your estimated project price and delivery schedule. 7. Confirmation that you can provide both the editable Word file and a print-ready PDF. 8. Confirmation that you are comfortable manually reviewing approximately 286 pages. Please begin your proposal with the phrase: **“Content preservation confirmed.”** Proposals that do not include this phrase may not be reviewed. ## Important Notes The selected freelancer may recommend improvements, but all substantive changes must be approved before being incorporated. Accuracy and content preservation are more important than completing the project quickly. Applicants should review the document carefully before providing a final price. This may lead to additional work on customer-facing summaries, enrollment materials, comparison charts, website content, and future versions of the handbook if the initial project is completed successfully.

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