I am a licensed General Contractor operating in North Carolina and need help to set up an ai agent to help me track my job costs for up to 10 active jobs I am currently managing. A high majority of my invoices come into my business email and I’d like to allocate these to specific active jobs. The objective is to manage job costs so I can accomplish two objectives: 1. Invoice my clients on a cost plus job basis 2. Manage Job Cost & Profitability

We are seeking an experienced, analytical, collaborative, and self-driven **Implementation Consultant** to lead successful customer implementations and help clients translate their sales strategy, technology, and AI initiatives into scalable, executable workflows. This role sits at the intersection of **sales strategy, sales technology, AI, implementation, enablement, and project management**. You will work directly with clients to understand their business goals, sales processes, technology stack, outbound strategy, and AI use cases, then translate those requirements into effective systems, workflows, and processes. You will own implementations from kickoff through launch and adoption, ensuring each client has the technology, processes, AI workflows, enablement, and operating cadence required to achieve measurable results. The ideal candidate understands how high-performing sales organizations operate, has strong experience with **Outreach**, and is comfortable working hands-on with modern AI platforms such as **ChatGPT/GPT, Claude, and Gemini**. You should understand prompt engineering, how to build repeatable AI workflows, and how to translate business requirements into scalable AI-enabled processes. This position reports to the **Implementation Manager**. ## What You’ll Do ### Own Customer Implementations * Lead end-to-end customer implementations from kickoff through launch, adoption, and transition. * Serve as the primary implementation partner and trusted advisor for assigned clients. * Manage multiple client implementations simultaneously while maintaining clear timelines, deliverables, and communication. * Translate customer goals and business requirements into actionable implementation strategies. * Establish clear expectations, milestones, responsibilities, and success criteria at the beginning of each engagement. * Help create a predictable, repeatable, and scalable implementation methodology. ### Understand the Customer’s Sales Motion * Develop a deep understanding of each customer’s business, sales organization, target market, outbound strategy, technology stack, and performance goals. * Evaluate existing sales processes, workflows, messaging, technology utilization, and performance measurement. * Conduct discovery sessions, needs assessments, and gap analyses to identify opportunities for improvement. * Understand the customer's value proposition, personas, segmentation strategy, sales process, messaging framework, and value-based selling methodology. * Identify opportunities to improve the effectiveness, scalability, and efficiency of the customer’s outbound motion. ### Outreach Implementation & Optimization * Configure, implement, and optimize **Outreach** based on customer requirements and sales strategy. * Build and optimize sequences, workflows, triggers, tasks, rulesets, templates, snippets, user settings, governance, and administrative configurations. * Help customers establish scalable Outreach processes and platform best practices. * Evaluate how Outreach integrates into the customer's broader CRM and sales technology ecosystem. * Identify opportunities to automate repetitive workflows and improve seller productivity. * Conduct testing and quality assurance to ensure configurations function as designed. * Advise administrators and sales leaders on Outreach adoption, governance, reporting, and ongoing optimization. ### AI Prompting & Workflow Development * Design, test, and refine AI prompts that support sales, prospecting, research, personalization, messaging, enablement, and operational workflows. * Build reusable prompt frameworks that generate consistent, high-quality outputs at scale. * Work hands-on with AI platforms including **OpenAI / ChatGPT / GPT models, Claude, and Gemini**. * Translate business requirements and sales methodologies into structured AI instructions and workflows. * Develop AI-powered processes for use cases such as: * Account and prospect research * Email personalization * Persona-based messaging * Value proposition development * Call preparation * Objection handling * Sequence creation * Lead and account prioritization * Data enrichment and summarization * Sales coaching and enablement * Build multi-step AI workflows that combine data, prompts, business logic, and sales technology. * Create prompts with clear context, inputs, instructions, guardrails, formatting requirements, and output criteria. * Test AI outputs for accuracy, relevance, consistency, tone, and usability. * Diagnose poor AI outputs and improve prompts, context, logic, or workflow structure accordingly. * Help customers understand when AI should augment a workflow versus when traditional automation or human judgment is more appropriate. * Develop scalable AI workflows that can be consistently adopted across teams rather than relying on one-off prompting. * Stay current on emerging AI capabilities and identify practical applications within sales and revenue workflows. ### AI Strategy & Enablement * Help customers identify high-value opportunities to incorporate AI into their sales processes. * Assess existing AI usage and identify gaps, inefficiencies, and opportunities for automation. * Consult customers on responsible and effective use of generative AI within their organization. * Develop prompting standards, AI workflow documentation, and repeatable best practices. * Train customers on how to effectively use GPT, Claude, Gemini, and other AI tools in their daily workflows. * Teach users how to provide appropriate context, structure prompts, evaluate outputs, and iterate on AI-generated content. * Help customers move beyond individual AI usage toward standardized, operationalized AI workflows. ### Build the Implementation Strategy * Develop detailed implementation plans outlining project scope, timelines, milestones, owners, dependencies, and required resources. * Develop a clear strategic roadmap for the customer’s implementation and future-state sales motion. * Help customers establish an effective operating cadence for managing and optimizing outbound performance. * Identify implementation risks, blockers, and dependencies early and develop mitigation plans. * Ensure alignment between customer objectives, technology capabilities, AI workflows, and project scope. ### Develop Processes & Best Practices * Help clients design scalable outbound processes aligned with industry best practices. * Develop workflows and processes that improve seller productivity, consistency, personalization, and execution. * Advise customers on how best-in-class sales organizations structure outbound programs. * Evaluate how performance should be measured across activity, execution, conversion, adoption, and outcomes. * Establish repeatable processes that customers can maintain after implementation. * Capture measurable performance improvements and opportunities for continued optimization. ### Training & Enablement * Lead customer training sessions, workshops, and enablement programs. * Educate administrators, managers, and end users on Outreach, AI workflows, prompting, and implemented processes. * Develop documentation, prompt libraries, training materials, implementation guides, and best-practice resources. * Translate technical functionality and AI concepts into practical workflows that sales teams can easily understand and adopt. * Answer customer questions and provide strategic and tactical guidance throughout implementation. * Support customers in developing continued learning and adoption plans after launch. ### Change Management & Adoption * Help customers manage organizational and workflow changes resulting from new technology, processes, and AI adoption. * Develop adoption strategies, communication plans, and rollout recommendations. * Identify potential resistance, adoption risks, or process gaps and proactively address them. * Partner with customer leadership to drive accountability and adoption across sales teams. * Ensure customers are prepared to successfully operate and optimize their technology and AI workflows following implementation. ### Data, Systems & Integrations * Support data migration, configuration, and workflow implementation activities when required. * Coordinate the movement and utilization of data between sales systems. * Validate data quality, accuracy, and completeness throughout the implementation process. * Understand how CRM data, Outreach data, third-party data, and AI inputs work together within customer workflows. * Partner with technical resources on integrations, APIs, automations, and more complex technical requirements. * Identify data-related issues that could impact AI output quality, workflow effectiveness, or successful launch. ### Project Management * Own internal and external project management for assigned implementations. * Maintain project plans, timelines, action items, risks, dependencies, and decision logs. * Drive stakeholders toward deadlines and proactively escalate potential blockers. * Coordinate across internal teams to ensure implementations remain on track. * Communicate project status, risks, accomplishments, and next steps clearly to internal and external stakeholders. * Ensure implementation issues are documented, prioritized, and resolved quickly. ### Reporting & Continuous Improvement * Track implementation milestones, customer engagement, platform adoption, AI workflow adoption, and key performance indicators. * Capture pre- and post-implementation performance improvements where applicable. * Provide clear implementation progress updates and documentation. * Maintain accurate project records and customer communication. * Identify patterns and lessons learned across implementations. * Use implementation insights to improve processes, documentation, prompts, workflows, enablement, and customer experience. * Contribute to the continued development of implementation methodologies and best practices. ## What We’re Looking For * 2+ years of experience in implementation, customer onboarding, consulting, sales operations, revenue operations, sales enablement, or a similar client-facing role. * Hands-on experience managing multiple customer implementations or projects simultaneously, ideally **8+ active accounts or projects at a time**. * At least 1 year of hands-on experience with **Outreach**. * Strong working experience with generative AI platforms such as **ChatGPT, GPT models, Claude, and/or Gemini**. * Demonstrated experience writing, testing, and optimizing AI prompts. * Experience building repeatable AI workflows rather than relying solely on ad hoc AI prompting. * Ability to structure prompts using context, variables, business rules, examples, constraints, and defined output formats. * Understanding of how AI can be applied to sales prospecting, personalization, messaging, research, coaching, and sales operations. * Experience working within a B2B technology, SaaS, sales technology, or revenue technology organization. * Strong understanding of how high-performing companies build and execute outbound sales strategies. * Understanding of sales engagement platforms, sequencing, workflows, personas, account segmentation, messaging, and sales process design. * Ability to translate business objectives into technical configurations, AI prompts, and executable workflows. * Strong project management and organizational skills. * Strong customer-facing communication, presentation, and facilitation skills. * Ability to build credibility with sales leaders, administrators, RevOps teams, and frontline sellers. * Ability to balance strategic thinking with detailed tactical execution. * Strong analytical and problem-solving skills. * Intellectual curiosity and the ability to quickly learn new AI tools, technologies, and workflows. * Ability to independently manage priorities, deadlines, stakeholders, and competing projects. * Comfortable operating in a fast-paced, continually evolving environment. ## Preferred Qualifications * Previous experience in a quota-carrying sales, SDR, BDR, sales management, sales enablement, or RevOps role. * Experience designing or managing outbound sales programs. * Experience implementing or administering Outreach. * **Outreach Administrator Certification strongly preferred.** * Experience building AI-powered sales or revenue workflows. * Experience creating sophisticated prompt libraries or GPT-based workflows for business users. * Experience working across multiple LLMs, including OpenAI, Anthropic Claude, and Google Gemini. * Familiarity with APIs, webhooks, automation platforms, structured data, or no-code/low-code workflow tools is a plus. * Experience consulting with clients on sales process, sales technology, AI, or revenue operations. * Experience with CRM and adjacent sales technology platforms. * Bachelor’s degree preferred. ## What Success Looks Like A successful Implementation Consultant will: * Consistently launch customer implementations on time and within scope. * Create a seamless and highly consultative customer experience. * Build strong relationships and credibility with customer stakeholders. * Translate outbound strategy into practical Outreach configurations, processes, and workflows. * Build AI prompts and workflows that produce reliable, scalable, high-quality outputs. * Help customers operationalize AI rather than simply experiment with it. * Drive strong customer adoption of Outreach, AI workflows, and newly implemented processes. * Identify risks before they become implementation blockers. * Demonstrate measurable improvements in customer execution, productivity, and performance. * Continuously improve implementation methodologies, AI prompts, documentation, and best practices. * Help create a scalable, predictable, and repeatable implementation motion.

We're a US-based software consulting firm looking for a skilled full-stack engineer to join us long-term. This starts as an hourly engagement with a paid trial project, and converts to full-time for the right person. We have consistent client work and need someone reliable who ships fast and communicates well. This is not a vibe-coding role. We want a real engineer — strong fundamentals, solid architecture instincts, clean production code — who uses AI tools (Claude Code, Codex, Cursor) to move 5–10x faster. AI is your force multiplier, not your crutch. If you lean on AI to paper over gaps in your actual engineering ability, this isn't the fit. If you're a genuinely strong developer who has mastered AI-augmented workflows to ship more and better, keep reading. What you'll do: Build and ship full-stack web apps, APIs, integrations, and backend systems for our clients Own projects end-to-end: architecture, implementation, testing, deployment Juggle multiple client projects at once (AI leverage makes this realistic) Communicate clearly and proactively — updates, blockers, timelines Requirements: US-based. This is a hard requirement — please do not apply if you're not based in the United States. Native or fluent English, excellent written and verbal communication 4+ years professional software engineering experience Strong across a modern stack (examples: TypeScript/React/Next.js, Node, Python, Postgres, cloud — AWS/GCP) Genuine architecture and system-design skills, not just feature-wiring Fluent with AI-assisted development (Claude Code, Codex, Cursor) and able to speak to how you use it to ship faster without sacrificing quality Self-directed, reliable, and able to own work without hand-holding Nice to have: Experience across multiple client projects or agency/consulting background AI/ML integration experience (LLM APIs, RAG, agentic workflows) DevOps / secure cloud deployment experience How we work: Start: paid hourly trial on a real project so we can both evaluate fit Then: ongoing hourly, scaling toward full-time (40 hrs/week) Long-term, stable relationship — we're building a team, not filling a one-off gig To apply, include: A short note on your engineering background and your strongest projects How you specifically use AI tools in your workflow — be concrete, tell us your setup and where it makes you faster Links to work (GitHub, portfolio, shipped products) Your hourly rate Please start your application with the word "SHIPPED" so we know you read this in full. Applications without it will be ignored.

WHO WE ARE InCon Process Systems designs, fabricates, pilots, and supports wiped-film and short-path distillation systems. We are a specialty manufacturer in the western Chicago suburbs with about seven employees. The company is engineering-heavy and we have no dedicated IT department. Our team already uses Claude in the browser and is comfortable with it. We are not starting from scratch, and we are not looking for someone to explain what AI is. WHAT WE WANT Two things, in this order. First, expand what our team can do — we want our people using AI across more of their daily work and using it well. Second, move reliable work off people's plates. Where the tool can handle something dependably, it should. Where the work takes judgment, our people keep it. One measure we'd use six months out: fewer customer inquiries sitting too long before someone responds. PHASE 1 (about one month) 1. Configure Claude connectors for Gmail, Google Calendar, and Slack. Slack scoped by explicit allow-list of channels, not a deny-list. One channel excluded. 2. Build a recurring Project Status and Action Summary. Open items and completed items over a trailing one to two weeks, plus upcoming meetings with context on what each concerns. It should track what we owe others and what others owe us, identify likely owners, and flag unanswered customer inquiries, stalled work, and emerging risks. Uncertain conclusions should be separated from established ones. Important: we have no project management system, no CRM, and no tracking software. Project status currently lives spread across email, Slack, and people's heads. The digest is not summarizing a list that already exists — it has to build the project picture out of ordinary communication. That is the point of it, and it is the difficult part. 3. Role-based visibility. Each user gets a personalized view of the work they're involved with, delivered by Slack DM. A single company-wide summary for everyone is not sufficient. CEO and President get company-wide visibility and should be able to ask cross-company questions on demand — what's behind, what's due, what we're waiting on, what looks at risk. 4. Where the system identifies work needing attention and has enough context, it should prepare a next step for human review — a follow-up, an acknowledgment, a request for missing information. Nothing sends or changes anything externally without our review and approval. If information is insufficient, say what's missing rather than inventing an answer. 5. Discovery interviews with our users, one at a time. Not as a group, not through a single point of contact. We want you to understand what we do well enough to suggest things we haven't thought of. This is paid work, not part of your pitch. 6. Training and a written runbook. Our people are technically capable and learn quickly — teach the architecture, not button-clicking. Our internal IT staffer needs enough to handle first-line questions, but is not taking ownership of this system. 7. A written recommendations document for what we should do next. This carries real weight in how we evaluate the engagement. OUT OF SCOPE FOR PHASE 1 Standalone quotation drafting. Meeting capture and transcription (note: meeting outcomes later documented in Gmail or Slack are in scope). Dropbox and local file integration. Automation platform work — n8n, Make, Zapier. Chatbots, voice agents, customer-facing deployments, software development. Everyday writing help — someone asking Claude to tighten an email — is ordinary use of the tool. That needs training, not development. Please don't quote build hours for it. THE ONGOING ROLE — READ THIS This matters more than the build in deciding fit. We want someone who checks in regularly with our users to hear what they're doing, what they want to do, and what they could be doing better, and turns that into improvements. Monthly to start, with a strong expectation of at least six months following Phase 1. We don't think an internal non-specialist can do this. The technology keeps changing and staying current is somebody's job. If your strength is implementation and your interest ends at handoff, we're probably not a good match. The build is the way in. The ongoing cycle of listening and improving is the work. OUR ENVIRONMENT Windows. Gmail is our system of record. Slack with 10 to 20 active channels. Four-seat license pack, likely growing to five or six users. Documents in Dropbox with some local storage (outside Phase 1). No project tracking in place. WORKING ARRANGEMENTS Remote work on our systems with real content, under a named account we provision and can revoke. NDA signed before any data access — our agreement, not the platform default. All material returned or deleted at close unless a continuing agreement is in place. Someone local to Chicago is a mild preference, not a requirement. HOW TO PROPOSE Give us an hourly rate and an estimate of hours broken out across the deliverables above. We'll work not-to-exceed against that estimate. Include your proposed structure and rate for ongoing monthly support. Please do not send a single lump sum. We want to see where the hours go.

Need a basic ai bot built on high level. I will work with you one on one so it’s perfect. - need it to quote. - if someone signs up for service, push the contact info into a slack channel. Need someone who is experienced with high level ai bots

About Us Paragon International, Inc. is a U.S.-based manufacturer of commercial concession equipment and food service products. We receive purchase orders from customers such as Amazon, Home Depot, distributors, school systems, and other commercial customers. Orders arrive by email in many different formats, including PDFs, Word documents, Excel spreadsheets, scanned documents, and occasionally photographed purchase orders. We are looking for an experienced AI Automation Engineer to design and build a production-ready system that automates our entire order intake process. This is not a simple chatbot project. We need someone who has successfully built business automation systems that combine AI, OCR, document processing, APIs, and workflow automation. Project Overview The system will monitor one or more Gmail inboxes continuously and automatically process incoming emails and attachments. The workflow should: * Monitor Gmail 24/7 for new incoming emails. * Download all attachments automatically. * Read: * PDF files * Microsoft Word documents * Excel spreadsheets * Scanned PDFs * Image files (JPG, PNG, TIFF, etc.) * Photographs of purchase orders * Use OCR when required. * Use AI to determine whether the email is: * Purchase Order * Quote Request * Cancellation * Return/RMA * Customer Inquiry * Other * Identify the customer automatically. * Extract all order information into a standardized data structure. * Detect duplicate purchase orders. * Automatically print valid purchase orders to our network printer. * Save documents into organized folders. * Rename files using a consistent naming convention. * Move processed emails into Gmail folders/labels. * Generate logs for auditing and troubleshooting. ## Future Phases The initial project focuses on reliable document processing and printing. Additional phases may include: * Sage 100 ERP integration * Automatic sales order creation * Inventory verification * Customer acknowledgment emails * Shipping workflow automation * Dashboard and reporting * AI exception handling * Multi-location printing We are looking for a long-term development partner who can continue improving the system over time. ## Required Skills Please apply only if you have strong experience with most of the following: * OpenAI API / ChatGPT API * Gmail API * OCR technologies (Tesseract, Azure Document Intelligence, Google Vision, AWS Textract, or similar) * Intelligent Document Processing (IDP) * PDF parsing * Workflow automation * Python * REST APIs * Windows automation * Network printing * Error handling and logging * AI document classification Experience with the following is a significant advantage: * n8n * Microsoft Power Automate * Make.com * ERP integrations * Sage 100 * Purchase Order processing * Manufacturing or distribution businesses ## Deliverables The completed solution should: * Run continuously with minimal supervision. * Be reliable enough for production use. * Handle errors gracefully. * Be well documented. * Be easy for our staff to maintain. * Be scalable as our order volume grows. ## To Apply Please include: 1. A description of similar automation projects you have completed. 2. Which automation platform you recommend (Python, n8n, Power Automate, Make, or another solution) and why. 3. Examples of AI document processing or OCR projects you've built. 4. Your experience integrating with ERP systems. 5. Your estimated timeline. 6. Your hourly rate or fixed-price proposal. Please begin your proposal with the phrase: **"I have built AI document automation systems."** This helps us identify applicants who have carefully read the project description. We are looking for a long-term partner, not just someone to complete a single project. If this project is successful, additional work will include ERP integration, warehouse automation, customer service automation, purchasing automation, and AI-driven business process improvements.

We're building an AI Research Copilot for our financial analytics platform. The Copilot will help investors and financial professionals analyze market data, company financials, news, and earnings using natural language. This is a production AI project, not a basic chatbot. Responsibilities Build a production-ready AI Research Copilot Design and implement RAG pipelines Integrate LLMs with our financial data and APIs Implement semantic search and tool calling Build conversation memory and streaming responses Add source citations and improve response accuracy Optimize performance and reduce hallucinations Required Skills Python OpenAI, Claude, or Gemini APIs RAG and vector databases (Pinecone, Qdrant, pgvector, Weaviate, etc.) LangGraph, LangChain, LlamaIndex, or similar frameworks API integration Prompt engineering Production AI application experience Please include: AI products or copilots you've built Your experience with production RAG systems Your preferred AI architecture for this project Briefly explain how you reduce hallucinations and provide trustworthy AI responses. We're looking for an experienced engineer who can build scalable, production-quality AI systems and collaborate long term.

### Job Description: AI Chatbot Developer We are excited to announce an opening for an experienced and innovative developer to join our dynamic team in the pursuit of creating an advanced AI Chatbot. This chatbot will be designed to perform essential business functions, including but not limited to lead generation, quoting, and providing exceptional customer support. Our ideal candidate will possess a robust background in AI technologies, particularly in the realm of chatbot development, and will be equipped with outstanding problem-solving skills that enable them to tackle complex challenges with creativity and efficiency. As a key member of our development team, you will collaborate closely with various departments to gain a comprehensive understanding of our specific operational needs and requirements. Your ability to translate these needs into a functional and user-friendly chatbot solution will be critical to enhancing our overall operational efficiency. We are looking for someone who is not just technically proficient but also possesses a keen sense of business acumen to ensure that the chatbot aligns with our strategic goals. In this role, you will be responsible for various aspects of the chatbot development lifecycle, including but not limited to: - Designing and developing the conversation flow and user interface of the chatbot, ensuring it is intuitive and engaging for users. - Implementing natural language processing (NLP) capabilities to enable the chatbot to understand and respond to user inquiries accurately. - Integrating the chatbot with existing systems and databases to facilitate seamless access to information necessary for lead generation, quoting, and customer support functions. - Conducting rigorous testing and quality assurance to ensure the chatbot performs reliably and meets user expectations. - Analyzing user interactions and feedback to continuously improve the chatbot's performance and expand its capabilities over time. - Staying current with the latest advancements in AI technologies and chatbot development to incorporate best practices and innovative solutions. You will also play a crucial role in training team members on how to utilize the chatbot effectively and will be expected to provide ongoing support and maintenance to ensure the chatbot remains up-to-date and functional. If you have a passion for artificial intelligence, a deep understanding of customer engagement strategies, and a desire to make a significant impact within our organization, we would love to hear from you! Join us in revolutionizing the way we interact with our customers and streamline our business processes through cutting-edge technology. This is a fantastic opportunity for someone looking to advance their career in a fast-paced, forward-thinking environment. Apply today and be part of our exciting journey towards enhancing our customer experience through AI!

We have two workflows we're looking for support in creating for our agency. Workflow 1 – Call Transcript to Recap and Email Workflow Overview We are seeking an AI/automation consultant to help our business development and account team automate the process of turning call transcripts into a standardized recap and a draft follow-up email, triggered automatically when a call concludes. This workflow is being requested by business development and account teams but will be built and maintained by operations on their behalf. Current State When a call concludes, the business development or account team member manually takes the call transcript and pastes it into ChatGPT or Claude, prompting for a call recap and a follow-up email. This is done ad hoc, without a standardized recap format or consistent prompting approach across all team members, and depends on the individual's own prompting skill and time. Claude has a native connector to Fireflies. It is not known whether a similar ChatGPT integration exists. The team is open to a third-party connector/automation platform (e.g., Make.com) if needed to run the workflow seamlessly in the background. The team would consider working with Claude if a method exists to meaningfully improve tone replication (e.g., prompting techniques, saved style guides, or a Projects-style setup); otherwise, ChatGPT is preferred for this step due to stronger perceived creative writing capability. Desired Future State A workflow that triggers automatically when a call (recorded via Fireflies, our AI notetaker) concludes. The workflow pulls the transcript and produces two outputs: A call recap in a standardized format (we will provide the output format) for the internal team A draft follow-up email in Outlook, written in the voice of the notetaker owner (the BD/account person on the call). This would be written for the attendees of the meeting and be created in a standard format (which will be provided). Scope of Work 1. Interview business development lead on the current state and future state requirements for the workflow output. 2. Assess and recommend the integration/trigger approach: determine best way to connect Fireflies, the chosen AI tool (ChatGPT and/or Claude), and Outlook/Word, including whether a third-party automation platform (e.g., Make.com) is needed to run the workflow end-to-end 3. Assess and recommend the AI tool/integration approach for tone-sensitive email drafting: including whether prompting, custom instructions, or a “Project”-style setup in Claude could close the tone-replication gap, versus routing this step through ChatGPT. If no clear improvement path exists for Claude, ChatGPT is the team's preferred default for this step. 4. Advise on build approach and provide implementation guidance: the consultant will design and advise; our operations team will handle hands-on implementation on behalf of the business development and account teams, who will be the end users of the workflow 5. Coach both audiences: business development and account team members on how to use the workflow day-to-day (e.g., what to expect, how to review/edit outputs before sending), and the operations team on maintaining and troubleshooting the automation itself. Training approach and cadence to be proposed by the consultant based on the final integration design. Technologies Fireflies (AI notetaking, paid) ChatGPT (paid) Claude (paid) Outlook (email) Word (recap documentation) Ideal Consultant Experience with automation/integration platforms such as Make.com, Zapier, or similar Experience with AI notetaking tools generally (Fireflies or comparable) Strong prompt engineering/AI writing tone-matching experience Experience with Outlook/Microsoft 365 automation Comfortable in an advisory/architect role rather than hands-on development. Success here means our team can implement and maintain the solution independently, with the consultant guiding decisions rather than writing the build. Timing Target start: August 2026. Targeting completion within Q3 2026, with the understanding that implementation pacing depends on internal team bandwidth alongside other priorities. No hard deadline. How to Respond Brief summary of relevant experience and 1-2 case examples, particularly with automation platforms (Make.com/Zapier) and/or AI notetaking or transcript-based workflows Proposed approach and phasing for scope items 1-5, including your recommended approach to the ChatGPT vs. Claude tone-replication question (item 2) Estimated timeline and cost Any clarifying questions Workflow 2 – Business Development Brief & Proposal to Scope of Work Automation Overview We are seeking an AI/automation consultant to help our account team automate the drafting of a Scope of Work (SOW) document from a business development brief and proposal deck. This would be triggered on demand by the account person, with the ability to specify which pricing tier and buy-up options the client has selected. This workflow is being requested by the account team but will be built and maintained by operations on their behalf. Current State Scopes are drafted manually, pulling details from the business development brief (Word) and proposal deck (PowerPoint). A previous scope is typically saved as a copy to preserve formatting and used as the starting point, then customized to the new engagement. Scopes follow a standardized format, documented clearly in an existing template, which can be provided to the consultant directly. Business development briefs contain the solution design which dictates tiered packages and buy-ups for the proposal. The business development briefs tend to be inconsistent due to the number of contributors involved in drafting it, however the proposal deck follows a consistent format across engagements. Desired Future State A structured environment (e.g., a Claude Project or comparable setup) pre-loaded with the standardized scope format and drafting instructions, where the account person inputs the business development brief and proposal deck, and directs in plain language which pricing tier and buy-up options the client selected (e.g., “client selected Intermediate plus the Concepting buy-up”), and receives a drafted scope of work (Word doc) in the standardized format for refinement. If it is not cost prohibitive, this word doc would save to the appropriate location within our SharePoint structure for editing. Scope of Work 1. Design and configure a structured project/workspace (e.g., a Claude Project or comparable setup) pre-loaded with the existing standardized scope template and drafting instructions, so the account person doesn't need to re-explain the format or process each time 2. Assess the business development brief and document what needs to be true within it (structure, required fields, level of detail) for it to be reliably usable as an input for scope drafting 3. Advise on build approach and provide implementation guidance: the consultant will design and advise; our operations team will handle hands-on implementation on behalf of the business development and account teams, who will be the end users of the workflow 4. Coach both audiences: business development and account team members on how to use the workflow day-to-day (e.g., what to expect, how to review/edit outputs before sending), and the operations team on maintaining and troubleshooting the automation itself. Training approach and cadence to be proposed by the consultant based on the final integration design. Technologies Word (business development brief, SOW) Power Point (proposal deck) ChatGPT (paid) Claude (paid) SharePoint (file server) Ideal Consultant Familiarity with Claude Projects or structured AI workspaces Comfortable in an advisory/architect role rather than hands-on development. Success here means our team can implement and maintain the solution independently, with the consultant guiding decisions rather than writing the build. Comfortable working with data within our existing paid AI tool environment Timing Target: complete within Q3 2026. How to Respond Brief summary of relevant experience and 1–2 case examples, particularly with Claude Projects/structured AI workspaces and document extraction from Word/PowerPoint Proposed approach and phasing for scope items 1–4, including your recommended approach to documenting business development brief requirements (item 2) Estimated timeline and cost Any clarifying questions

Project Overview We are looking for an experienced AI workflow, process design, and prompt engineering expert to help us automate part of our sales and proposal development process. Currently, our project management team spends 4–12 hours developing a custom research plan and proposal for each active FSI lead. In busy weeks, we may work on 5–6 leads, which creates a significant time burden and slows down response time. We want to build a custom ChatGPT skill or AI workflow that can take sales notes, email context, and call notes, then help generate a research plan and proposal in our existing format. What We Need We need someone who can: Learn and map our current sales/proposal process Translate that process into a structured AI workflow Write effective prompts and decision trees Train or configure a custom ChatGPT skill/workflow Help the AI ask the right follow-up questions Generate proposal sections based on uploaded notes Recommend research scope, segmentation, targets, and options Output the final proposal in our existing template Desired Workflow The ideal AI workflow would allow us to upload notes from emails and sales calls. The AI would then ask a series of structured questions to determine how to write each section of the proposal. The AI should be able to: Recommend the appropriate research process Suggest project scope Identify demand segmentation opportunities Create tables for the proposal Recommend constituencies and companies to target Suggest research options Draft the proposal using our template Provide a strong first draft that our team can review and adjust Business Goal The goal is to significantly reduce the time spent developing research plans and proposals, especially for early-stage leads and marketing-generated opportunities. This is particularly important for new leads from companies we have not worked with before, where the probability of closing may be relatively low. We want to respond quickly and professionally without taking excessive time away from active client projects. Ideal Freelancer You should have experience with some or all of the following: AI workflow design Prompt engineering Custom GPTs or ChatGPT skills Sales/proposal automation Business process documentation B2B research or consulting workflows Template-based document generation AI-assisted decision trees Knowledge management or internal AI tools Experience with market research, consulting, or proposal development is a plus. Deliverables We expect the freelancer to deliver: A documented AI workflow/process map A set of structured prompts and instructions A functioning custom GPT, ChatGPT skill, or equivalent AI workflow Question logic for gathering missing proposal inputs Proposal section drafting logic Testing and refinement using sample lead notes Documentation so our team can maintain and improve the workflow Project Type This will likely begin as a one-time project, with potential for ongoing support as we refine the workflow and expand it to other proposal types. To Apply Please include: Examples of AI workflows, custom GPTs, or prompt systems you have built Your experience with proposal automation or business process automation Your recommended approach for this project Any questions you would need answered before starting