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.

About Holistic Money Holistic Money is a boutique fractional CFO and bookkeeping firm serving aesthetic medicine and wellness businesses, with a primary focus on med spas in the $500K to $5M revenue range. We work with clinic owners who are deeply skilled at what they do clinically but are ready to understand their numbers, make confident financial decisions, and build businesses that support their lives. Our advisory model is intentionally integrated with bookkeeping. We don't separate the two. That integration is what allows us to deliver accurate, timely, and strategically relevant guidance every month. We are not a reporting firm. We are a trusted advisor firm that happens to do the books. The Role We are looking for a Fractional CFO / Senior Financial Advisor to join our team on a contract basis. This is a client-facing advisory role. You will lead monthly financial review meetings with med spa and aesthetics clinic owners, translate their numbers into clear insights and decisions, and serve as their trusted financial guide month over month. The right person is both technically rigorous and relationship-forward. You don't just present data. You tell clients what it means, what's at risk, and what to do next. Clients leave every meeting with clarity and a clear next step. This is not a bookkeeping execution role, though you must understand bookkeeping deeply. You are the advisor in the room. The books are the foundation. The advisory is the value. What You'll Do Lead Client Advisory Meetings Own monthly financial review calls with med spa and aesthetics clinic owners via Zoom Build strong, trusting relationships with clinic owners who are growing but may not yet be financially fluent Walk clients through their P&L, cash flow, and balance sheet in plain language, surfacing what changed, why it matters, and what to do about it Ask smart, efficient questions to uncover what's happening in the business behind the numbers Leave every meeting with a clear recap, action items, and documented next steps Drive Financial Insight and Strategy Surface observations and recommendations proactively, before clients have to ask Translate business goals into budgets, forecasts, and forward-looking plans clients can actually use Identify margin compression, cash flow gaps, pricing misalignment, and labor inefficiencies Build and maintain revenue projections, cash flow forecasts, and financial models tailored to service-based, payroll-heavy, appointment-driven businesses Help clients understand not just where they are, but what moves to make next Prepare and Review Financial Reporting Prepare and review monthly P&L statements, dashboards, and reporting packages before every client meeting Ensure reporting is clean, accurate, and meeting-ready by partnering closely with our bookkeeping team Identify bookkeeping issues that impact reporting quality and flag them for correction before they reach the client Communicate benchmark context specific to the med spa and aesthetics industry (COGS, labor ratios, net margin, owner pay) Support Bookkeeping Oversight Review QuickBooks Online for categorization accuracy, reconciliation completeness, and chart of accounts structure Identify cleanup needs and ensure books are accurate before client-facing reporting You are not the primary bookkeeper, but you must be able to evaluate bookkeeping output and trust, or challenge, the numbers with confidence What You Need (Required) Advisory Presence and Communication You lead the room. Clients should feel guided, not just informed. Confident, warm, professional presence on Zoom; able to build trust quickly with women business owners Clear, fluent written and verbal English; organized follow-through and deadline management Emotionally intelligent and steady, especially when delivering difficult financial news Financial and Analytical Competency Deep fluency in P&L analysis, cash flow, and balance sheet interpretation for service-based businesses Ability to build and maintain revenue projections, budgets, and cash flow forecasts Strong understanding of the relationship between bookkeeping accuracy and advisory quality Comfort with financial benchmarking and the ability to contextualize a client's numbers against industry norms QuickBooks Online Expertise Strong working knowledge of QBO: you can navigate, troubleshoot, identify categorization errors, and understand how transactions flow into financial statements Ability to review reconciliations and chart of accounts structure and spot issues before they affect reporting Bookkeeping Foundations Prior bookkeeping or accounting experience that gave you strong fundamentals You may not be the day-to-day bookkeeper in this role, but you must be able to review output and catch what's wrong Payroll Understanding Solid grasp of payroll basics: wages vs. owner pay, payroll taxes, liabilities, and cash timing implications No need to run or file payroll, but you must understand how it flows through the books and affects financial statements Availability and Setup Available for Zoom calls during U.S. business hours (at least partial overlap required) Quiet, professional workspace with reliable internet and a professional on-camera background Strongly Preferred Direct experience with med spas, aesthetics clinics, or other appointment-driven, payroll-heavy service businesses Excitement or passion for the beauty industry Comfort with KPI dashboards and metrics: provider utilization, appointment economics, labor percentages, membership liability Experience supporting women business owners or working in an advisory or coaching-style financial environment Understanding of deferred revenue concepts, including memberships and gift cards as liabilities What Success Looks Like Six months in, you are running monthly review meetings independently. Your clients feel clear about their numbers, trust your guidance, and are making better business decisions because of the conversations you lead. You are proactive, not reactive. You surface what matters before clients have to ask. You know the med spa industry well enough to bring relevant context into every meeting, and you partner with our bookkeeping team to make sure the numbers behind your insights are always accurate. How to Apply Send your resume and a brief note on your experience with service-based businesses and client-facing financial advisory work. If you have examples of financial models, reporting packages, or client-facing deliverables you have built, we would love to see them.

I have a small IT services company based in Houston TX. We provide IT management and support for small businesses. I am looked for bookkeeping assistance with Xero and tax prep. We are just under $1.8 mil in annual revenue and typically issue less than 50 invoices each month. Most of our revenue is billed on monthly recurring contracts. Our invoicing and client payments are completed automated via the software we manage our business with. I categorize expense transactions as they come in via our bank feed. Most of our expenses are auto-paid to our vendors via CC or ACH. I also enter bills for for expenses that do not auto-pay and process the payment for them via the vendor websites or my Chase Bank Bill Pay. I am looking for the following: - Reconcile bank accounts monthly - Review books monthly to identify errors (income statement, balance sheet, clearing accounts, etc) - Amortize occasional large payments (only a handful of these each year) - Answer questions on how to record things as needed - Fix issues when I dont know how to fix - Recommendations on tax or bookkeeping optimization - Assist with Gusto integration setup / issues as needed (pretty rare) Please let me know if this is a good fit for you and what the monthly feee would be for this.

Remote Office Administrator / Accounts Receivable Specialist (Part-Time | U.S. Only) About SpraySafe Pest Control SpraySafe Pest Control is a fast-growing, family-owned pest control company serving residential, commercial, and HOA customers throughout Southern California. We believe in providing exceptional customer service, honest communication, and building long-term relationships with our customers. We're looking for a dependable, detail-oriented professional to become part of our team and help keep our office running smoothly while ensuring invoices are paid, customer accounts stay current, and recurring customers remain on AutoPay. This is a long-term position with room to grow as our company continues expanding. Hours 5–10 hours per week to start Flexible schedule Remote Must be available to chase accounts payable during pacific California time 10am-4pm and you can do it as you want during those times. Responsibilities Review outstanding invoices inside FieldRoutes Follow up with customers regarding unpaid balances Make friendly outbound collection calls Send payment reminder emails and text messages Increase AutoPay enrollment for recurring customers Update expired credit cards and payment methods Answer customer billing questions professionally Document all communication inside FieldRoutes Generate a weekly summary of customers being difficult for payment so I can then make the decision on what we do Help maintain excellent customer relationships while reducing aging receivables Ideal Candidate We're looking for someone who is: ✔ Friendly but confident on the phone ✔ Extremely organized ✔ Detail-oriented ✔ Self-motivated ✔ Comfortable speaking with homeowners ✔ Able to work independently ✔ Professional in every customer interaction Preferred Experience Experience in one or more of the following industries is highly preferred: Pest Control HVAC Plumbing Electrical Landscaping Pool Service Home Service Companies Software experience with any of the following is a huge plus: FieldRoutes (formerly PestRoutes) QuickBooks Online Jobber Housecall Pro ServiceTitan PestPac Microsoft Office Google Workspace What Success Looks Like Your primary goal is helping us maintain healthy cash flow while providing outstanding customer service. Examples include: Reducing outstanding invoices Increasing AutoPay enrollment Following up with customers before accounts become seriously delinquent Maintaining detailed notes Helping our office stay organized Making sure customers always receive professional communication Important This position does not involve access to company bank accounts or financial transfers. You will work inside our CRM and billing systems to help collect payments, maintain customer accounts, and keep our office organized. Integrity and professionalism are extremely important. Please Answer These Questions Tell us about yourself. Are you located in the United States? Have you worked for a pest control or home service company? Which CRM systems have you used? (FieldRoutes, PestPac, Jobber, ServiceTitan, Housecall Pro, etc.) Describe your Accounts Receivable experience. Tell us about a time you successfully collected a difficult payment while keeping the customer happy. How many hours per week are you available? Why do you believe you'd be a great long-term fit for a growing family-owned company? Compensation Competitive hourly pay based on experience Long-term opportunity Flexible schedule Opportunity for additional responsibilities and hours as the company continues to grow into a full-time remote job.

Analog Camera Company has 15,000 profiles in Klaviyo that have never been emailed** — built over 6 years from Shopify purchases and B2B clients invoiced through QuickBooks. These are *past customers*, not a cold list. We're looking for a true Klaviyo expert to safely reactivate them and turn a dormant asset into pipeline and revenue. Emphasis on expert. We pay top dollar, and we'll know quickly if you can't deliver. One hard requirement: you are a Klaviyo specialist, not a platform-agnostic consultant. We are committed to Klaviyo. We are not looking to migrate, "evaluate options," or be sold on a platform you happen to prefer. If your instinct is to move clients to the tool you're most certified in, we're not a fit. We want someone who lives in Klaviyo, knows its flows, segments, and deliverability tooling cold, and pushes it to its limits — not someone who'll tell us the grass is greener elsewhere. This is a B2B-leaning engagement with two distinct audiences in the list: Shopify transactional buyers and QBO B2B accounts. We want someone who knows these don't get the same treatment — and who understands that an aged past-customer list needs validation and staged re-engagement to protect deliverability, not a day-one blast to all 15K. The core challenge: - 15,000 real past customers, never emailed, 6 years of accumulated staleness - Two populations (DTC Shopify buyers + B2B QBO accounts) that need separate segmentation and messaging - A deliberate validation + re-engagement sequence *before* scaling, then a lifecycle program that monetizes the engaged segment What you'll own: - A safe reactivation plan: list validation/hygiene, segmentation, and a staged re-engagement sequence that protects sender reputation - Deliverability as a discipline: SPF/DKIM/DMARC, sending strategy, monitoring, sunset rules - Separate lifecycle architecture for DTC vs. B2B — reactivation, nurture, reorder/replenishment (big for the B2B accounts), post-purchase, winback - Segmentation by audience type, purchase history/recency, value, and engagement - CRM sync and clean lead handoff to sales (we run Pipedrive) - A/B testing roadmap and reporting tied to revenue and pipeline, not opens You're a fit if: - Klaviyo is your specialty — not one of ten platforms on your profile. You can speak to its specific flow logic, segment builder, predictive analytics, and deliverability tools without reaching for generic "email marketing" answers. - You've reactivated an aged past-customer list without wrecking deliverability — and can walk me through exactly how - You've run Klaviyo for both DTC and B2B / considered-purchase motions and can show the numbers - You've integrated Klaviyo with a CRM and can speak to reorder flows and sales handoff - You can explain *why* a flow underperformed and exactly how you fixed it To apply — read carefully (this is the filter): 1. Start your proposal with the word "APERTURE" so I know you actually read this. 2. In 3–4 sentences: how would you handle our 15K past-customer list in the first 30 days? Be specific on validation, how you'd split the Shopify buyers from the B2B accounts, and how you'd stage the re-engagement. 3. Share 1–2 accounts where you reactivated a dormant or aged list, with real metrics: deliverability outcomes and revenue/pipeline influenced. 4. One sentence: are you a Klaviyo specialist, or do you work across multiple email platforms? (Honest answers only — we're specifically looking for someone who goes deep on Klaviyo and nothing else.) Generic copy-paste proposals will be ignored. Show me you know how to wake up an aged customer list the right way.

# Procurement & Purchasing Coordinator ## About us We're a growing IT services company focused on keeping our customers protected and productive. We provide managed IT services, Microsoft licensing, cybersecurity, cloud services, projects, and technology consulting for small and mid-sized organizations. We are looking for a detail-oriented Procurement & Purchasing Coordinator to help manage purchasing, vendor coordination, licensing, hardware/software orders, renewals, and internal purchasing processes. This person will play a key role in making sure customer orders are accurate, timely, documented, and properly handed off between sales, operations, finance, and technical teams. ## Role Overview The Procurement & Purchasing Coordinator will be responsible for coordinating technology purchases from quote approval through ordering, fulfillment, documentation, and billing handoff. This includes working with vendors and distributors, tracking hardware and software orders, helping manage Microsoft and other cloud licensing, keeping purchasing records accurate, and ensuring internal teams have visibility into order status. This role is ideal for someone who is organized, process-driven, comfortable communicating with vendors and internal teams, and able to manage multiple requests at once without letting details fall through the cracks. ## Key Responsibilities Manage the purchasing process for hardware, software, cloud services, licensing, and other technology products. Coordinate with vendors, distributors, and partners to obtain pricing, availability, order status, shipment details, and renewal information. Place and track customer and internal orders from approval through delivery. Maintain accurate purchasing records, order documentation, vendor information, and customer licensing details. Work with sales, managed services, professional services, and finance to ensure purchases are properly quoted, ordered, fulfilled, invoiced, and documented. Assist with Microsoft CSP licensing, including new license purchases, quantity changes, renewals, and customer licensing reviews. Help reconcile vendor invoices, customer orders, and internal records to ensure accuracy. Track shipment status, backorders, delays, returns, RMAs, and warranty-related items. Support standardization of purchasing processes, templates, checklists, and vendor workflows. Help maintain product catalogs, pricing references, vendor contacts, and internal procurement documentation. Communicate clearly with internal teams about order status, delays, missing information, and next steps. Identify opportunities to improve purchasing efficiency, reduce errors, and strengthen vendor management. ## Qualifications Strong attention to detail and ability to manage multiple requests at the same time. Excellent written and verbal communication skills. Comfortable working with vendors, distributors, internal teams, and customer-facing staff. Ability to follow processes while also helping improve them over time. Strong organizational skills and a high level of ownership. Comfortable working with spreadsheets, business systems, ticketing systems, quoting tools, and vendor portals. Basic understanding of IT hardware, software, cloud licensing, or managed services is preferred. Experience with Microsoft 365 licensing, CSP programs, IT procurement, or MSP operations is a plus. Experience with tools such as HaloPSA, QuickBooks Online, HubSpot, Microsoft 365, or distributor portals is a plus. ## Ideal Candidate The ideal candidate is someone who is dependable, organized, and proactive. They enjoy bringing order to moving parts, following up until things are complete, and making sure the right people have the right information at the right time. They do not need to be deeply technical, but they should be comfortable learning technology products, licensing models, vendor systems, and internal processes. They should care about accuracy, clear communication, and helping the company deliver a better experience for customers. ## Success in This Role Looks Like Orders are placed accurately and on time. Licensing changes are tracked and communicated clearly. Vendor and distributor follow-ups happen without constant reminders. Internal teams know the status of customer orders. Purchasing records are accurate and easy to reference. Billing handoffs are clean and complete. Processes become more consistent, documented, and scalable. Customers receive what they need without unnecessary delays or confusion. ## Why Join Us? You will join a growing company where your work directly impacts customer experience, operational efficiency, and our ability to scale. This role is a great fit for someone who wants to build strong systems, improve processes, and become a key part of how technology services are delivered. We value ownership, integrity, optimistic excellence, and unreasonable hospitality. We want people who care about doing good work, solving problems, and helping customers get better outcomes. ## Position Details Title: Procurement & Purchasing Coordinator Department: Operations / Finance & Business Operations / CSP Reports To: Company Leadership or Operations Manager Employment Type: Full-time Location: Missouri area preferred; hybrid or remote may be considered for the right candidate

Part-Time (7–10 Hours/Week) | Long-Term Opportunity | $20–25/hour (Flexible) Secret Word: Compass We're looking for an exceptional Virtual Assistant to become an important part of a growing business. This isn't a task list you'll receive once a week. We're looking for someone who enjoys creating order, improving systems, solving problems, and helping a business run smoothly. You'll work directly with the business owner during focused work sessions, helping tackle projects together while keeping everything organized and moving forward. We communicate openly, respect each other's time, and enjoy working together. All work is completed during focused Zoom co-working sessions. We work alongside each other remotely, ask questions in real time, solve problems quickly, and maintain momentum. These are not meetings—they're productive work sessions where we collaborate while getting work done. If you enjoy collaborative, focused work and communicating throughout your workday, you'll likely love this style. No two weeks are exactly alike, so we're looking for someone who enjoys variety, learning new skills, and finding better ways to get things done. We're looking for someone we'd genuinely enjoy working with for years—not just another freelancer. Hours 7–10 hours per week Monday–Friday only All work will be completed during scheduled Zoom co-working sessions. Availability between 8:00 AM–11:00 AM Eastern Time (Monday–Friday) is required. There is no independent work expected outside of scheduled co-working sessions. Compensation $20–25/hour, depending on experience and overall fit. We're flexible for an exceptional candidate. *What You'll Be Doing* Responsibilities will vary from week to week and may include: - Business Organization & Operations - Organizing digital files, folders, and Google Drive - Organizing notes, ideas, reference materials, and documentation - Organizing projects, tasks, priorities, and action items - Helping clean up and simplify existing business systems - Improving workflows and overall business organization - Identifying opportunities to simplify, optimize, and automate processes - Creating clear systems that are easy to maintain - Documentation & SOPs - Creating clear, easy-to-follow Standard Operating Procedures (SOPs) - Documenting repeatable business processes - Organizing business knowledge so others can easily find and follow it - Building documentation that new team members can successfully use - Administrative Support - Calendar management - Email organization and follow-up - Scheduling meetings - Research projects - Data entry (MINOR) - Document formatting - Google Workspace organization - Vendor coordination - General administrative support - Technology & Systems - Helping the business owner better understand and use existing technology - Assisting with technology setup and integrations - Testing automations - Troubleshooting basic technology issues - Helping improve organization across business platforms - Bookkeeping Support - Basic bookkeeping - Accounts Payable (AP) support - Accounts Receivable (AR) support - Billing and invoice management - Expense tracking - Payment gateway reconciliation - Marketing & Events (Occasional) - Assisting with speaker promotion - Speaker organization and logistics - Webinar or event coordination - Light marketing coordination and administrative support - Technology You'll Likely Use Experience with several of these is preferred: - Google Workspace - Gmail - Google Calendar - Google Drive - Zoom - ChatGPT - Zapier or Make - QuickBooks Online - Stripe - WordPress (basic) - Canva - Asana, ClickUp, Trello, Notion, or similar project management/documentation software You don't need experience with every platform. We value curiosity, resourcefulness, and the ability to learn quickly. What We're Looking For The right person is someone who: - Is highly organized and detail-oriented - Is an outstanding written and verbal communicator - Is comfortable collaborating during focused Zoom co-working sessions - Is easy to work with and enjoys being part of a collaborative team - Naturally creates order from chaos - Loves organizing information, documents, notes, projects, and digital workspaces - Can take a messy process and turn it into a simple, repeatable system - Writes exceptionally clear SOPs and documentation that others can easily follow - Has the patience to explain technology in a simple, non-technical way - Enjoys improving systems, workflows, organization, automations, and integrations - Thinks critically about how processes can be simplified and optimized - Naturally keeps others informed of progress, questions, and roadblocks - Is trustworthy, discreet, and professional - Handles confidential client, business, and financial information with care - Learns new software quickly - Can prioritize multiple tasks effectively - Works independently while remaining highly accountable - Is proactive rather than reactive - Takes pride in producing consistently high-quality work This role requires access to confidential client, business, and financial information. Integrity, discretion, professionalism, and sound judgment are essential. Preferred Experience Experience in one or more of the following is a plus: - Virtual Assistant or Executive Assistant support - Administrative or operations support - Small business operations - Online business management - Bookkeeping or office administration - Technology implementation or software integrations - Business process documentation and SOP creation - Project coordination - Speaker, podcast, webinar, or event coordination - Speaker promotion and event organization - Email marketing, social media coordination, or other marketing support We're looking for someone interested in building a long-term professional relationship and growing with the business. To Apply: Please submit a brief, personalized cover letter (300 words or less). In your cover letter, please: - Include the secret word Compass in the first sentence. - Tell us why this position interests you. - Share what type of work you enjoy most as a Virtual Assistant or Operations Assistant. - Tell us what you're looking for in a long-term working relationship. - Confirm your availability Monday–Friday between 8:00–11:00 AM Eastern Time for our scheduled Zoom co-working sessions. We'll ask additional role-specific questions through Upwork's screening questions, so there's no need to include detailed responses about bookkeeping or operations experience in your cover letter. Applications that are generic, appear copied and pasted, omit the secret word, or don't demonstrate genuine interest in this role won't be considered. We're looking for someone who communicates exceptionally well, enjoys solving problems, creates order from complexity, values confidentiality, follows through, and wants to become a trusted part of a business—not just complete tasks. If that sounds like you, we'd love to hear from you.

Eden is building a growth engine where acquisition, funnel conversion, product intake, measurement, and weekly spend decisions operate from one trusted view of what is actually happening. Role mandate: own the intake and funnel measurement system, turn conversion signal into weekly decisions, and make paid growth scalable only when the funnel truth is trusted. About The Role We are hiring a CRO & Data-Rails Lead to own the conversion system between paid acquisition and revenue. This person will improve the intake and landing-page experience while also building the measurement rails that let Eden know what is working, what is broken, and what should change next. This is not a pure designer role, a pure analyst role, or a generic experimentation role. It sits at the intersection of funnel architecture, intake design, event taxonomy, tracking validation, experimentation, and business readouts. The job is to create trusted funnel truth: clean enough signal to make spend decisions, clear enough UX to improve conversion, and strong enough instrumentation to support profitable acquisition. What You'll Own You will own the intake and funnel conversion system across landing pages, eligibility flows, checkout paths, and the event data that connects those surfaces to channel performance. Your responsibility is to make the growth team smarter and faster by answering the questions that sit between channel spend and booked revenue: Where is the funnel actually converting, leaking, or misreporting? Which events are trusted enough to support a spend decision? Is performance constrained by traffic quality, intake design, offer clarity, eligibility logic, or broken tracking? What should product, engineering, CRO, Google, agencies, and leadership do next? Key Responsibilities Own intake and landing-page conversion architecture in partnership with product, design, engineering, clinical, legal, and growth. Define and maintain the event taxonomy for acquisition, landing-page behavior, intake start, intake steps, eligibility, checkout, purchase, and post-submit states. Partner with engineering/product to make sure events are implemented correctly, persist through the funnel, and reconcile across Mixpanel, GA4, Segment, BigQuery, Northbeam, platform data, and finance views where applicable. Own the weekly funnel truth readout: CVR, drop-off, source/channel differences, test outcomes, broken signal, and recommended next action. Partner with the Google Channel Manager and Growth Lead to determine whether campaign signal is trustworthy enough to scale. Translate business questions into CRO hypotheses, test plans, requirements, and decision rules. Design, direct, or specify intake improvements that reduce friction without weakening clinical, legal, eligibility, or operational requirements. Build and manage the intake/CRO roadmap across quick wins, structural fixes, instrumentation gaps, and larger product changes. Create clear handoffs into product and engineering so growth needs become buildable requirements, not scattered requests. Surface risks early when conversion performance is distorted by measurement gaps, broken routing, weak offer clarity, clinical friction, or implementation drift. What Success Looks Like First 30 days Map the current landing-page, intake, eligibility, checkout, and purchase flow. Identify the highest-risk measurement gaps and confirm which funnel events can and cannot be trusted today. Define the first intake/CRO priority list: fix signal, remove obvious friction, and clarify the next test queue. First 60 days Establish a weekly funnel truth readout that growth, product, engineering, and leadership can use. Ship or coordinate the first meaningful conversion improvements. Make campaign signal and funnel conversion easier to reconcile so spend decisions are less dependent on platform confidence alone. First 90 days Build a durable CRO operating system: event quality, funnel reporting, test roadmap, decision rules, implementation cadence, and escalation path. Move intake ownership out of temporary coverage and into a dedicated, scalable function. Improve the quality of acquisition decisions by making funnel signal more trustworthy and conversion constraints easier to diagnose. What We're Looking For Experience in CRO, growth product, funnel analytics, experimentation, or conversion optimization in ecommerce, telehealth, healthcare, fintech, subscription, or another regulated/high-consideration category. Strong understanding of event taxonomy, funnel analytics, tracking validation, experiment design, conversion readouts, and source-of-truth reporting. Ability to work with designers, engineers, data owners, marketers, clinical/legal stakeholders, agencies, and executives. Comfort diagnosing messy funnels where tracking, UX, eligibility, offer, channel quality, and operational reality all interact. Ability to write clear requirements for product and engineering while also understanding why those requirements matter commercially. Familiarity with tools such as Mixpanel, GA4, Segment, BigQuery, Northbeam, Google Tag Manager, or similar systems. Strong business judgment: you can recommend what to change this week without pretending the data is cleaner than it is. Strong Fit Signals You can turn a vague funnel problem into a specific event, test, requirement, or design decision. You understand that CRO is not just landing-page polish; it is the operating bridge between spend, customer intent, product flow, and booked revenue. You care about signal integrity as much as conversion lift. You can distinguish real conversion improvement from measurement noise. You can help the growth team decide whether to scale, hold, fix tracking, or fix the funnel first. This Role Is Not For Someone Who Is only a visual designer with no measurement depth. Is only an analyst with no product, UX, or funnel judgment. Runs tests without defining the decision the test is meant to inform. Cannot collaborate directly with product and engineering. Does not understand how funnel signal affects paid acquisition, CAC, and budget confidence. Why This Role Matters Eden cannot scale profitable acquisition if the company cannot trust what happens after a click. Google, Meta, TikTok, lifecycle, and agency decisions all depend on whether the funnel is measurable, understandable, and improvable. This person will help Eden turn intake and measurement from a temporary coverage problem into a growth capability: a system that shows where customers are dropping, which signals are trusted, what needs to be built, and when the business can confidently scale spend.

# AI & Automation Architect for Creator Business (Content, Digital Products, Customer Journey & Growth Systems) **Budget:** $100–$150/hour (based on experience) **Initial Engagement:** 4-hour live working session **Date:** Monday, June 29, 2026 **Time:** 1:00 PM–5:00 PM EST **Location:** Remote (Zoom) ### IMPORTANT To confirm you've read this posting, start your proposal with: **Pocket Palette** Applications that do not include this phrase will not be considered. --- ## About Me I am the founder of What Kate Covets, a growing Seasonal Color Analysis business that combines personalized color consulting, digital products, affiliate recommendations, events, and content creation. My business is growing quickly, and I am looking for a highly experienced AI and automation consultant who can help me build scalable systems that improve customer experience, streamline operations, increase revenue opportunities, and reduce manual work. This is not a virtual assistant role. I am looking for a strategic thinker and hands-on builder who can help design and implement practical solutions. There is potential for ongoing consulting and implementation work after this initial engagement. --- ## What I Want to Accomplish I am looking for someone who can help me build the operational foundation of my business so that growth does not require a proportional increase in manual work. ### 1. Launch and Scale My Digital Pocket Palettes I have created a Digital Pocket Palette product and need help creating, organizing, and launching versions for all seasonal color palettes. Desired outcomes: * Create and organize all seasonal versions * Establish a repeatable process for future updates * Upload and configure products on my website * Set up payment and delivery workflows * Create a seamless customer purchase and access experience * Ensure products are ready to sell and scale ### 2. Automate Lead Generation and Booking I want to reduce the amount of time spent manually managing inquiries and appointments. Desired outcomes: * Streamline lead capture * Improve inquiry management * Automate appointment scheduling where appropriate * Improve conversion from inquiry to booked consultation * Reduce administrative work ### 3. Automate the Client Journey After Their Analysis I currently provide significant value after a client receives their color analysis and want to create a more scalable experience. Desired outcomes: * Automated follow-up workflows * Delivery of resources and recommendations * Review request automation * Upsell opportunities * Long-term client engagement ### 4. Create a Scalable Recommendation System One of the biggest opportunities in my business is helping clients discover products that work for their season. I would like to explore solutions such as: * Digital Pocket Palette integrations * ShopMy collections * Seasonal shopping guides * AI-powered recommendation systems * Affiliate product recommendations * Personalized product discovery experiences I am looking for someone who can help determine the best solution and roadmap. ### 5. Create a Centralized Recommendation Database I want to stop managing recommendations across multiple platforms. I'd like help designing a system where products, affiliate links, seasonal recommendations, content assets, and customer resources can live in one centralized location and be used across: * ShopMy * Linktree * Instagram * My website * Digital Pocket Palettes * Future AI-powered tools ### 6. Create a Seamless Content Creation & Publishing Workflow Content is a major part of my business, but the process is currently too manual. I want help creating a content engine that allows me to consistently create and publish content with less effort. Desired outcomes: * Create a repeatable content workflow * Organize content ideas and assets * Streamline content creation and publishing * Reduce time spent creating captions, recommendations, and posts * Repurpose content across multiple formats and channels * Improve affiliate content workflows * Explore AI-assisted content creation systems * Create a clear process from idea → creation → publishing → engagement --- ## Current Platforms & Tools My business currently uses a combination of: * ChatGPT * Claude * Google Workspace * Instagram * Meta Business Suite * Linktree * ShopMy * Canva * Squarespace * Stripe Experience with the following is a plus: * Zapier * Make * n8n * Vercel * Airtable * Notion * AI agents * Custom GPTs * Knowledge bases * Workflow automation tools --- ## Deliverables At the end of our engagement, I would like: * A prioritized roadmap of opportunities * Identification of quick wins and longer-term projects * Recommended systems and tech stack improvements * At least 2–3 automation workflows mapped or implemented * Recommendations for scaling Digital Pocket Palettes * Recommendations for scalable recommendation systems * Documentation and next steps --- ## Ideal Candidate You: * Are fluent in English * Have extensive experience with AI tools and workflow automation * Have built systems for creators, consultants, coaches, agencies, or small businesses * Can work collaboratively in real time via Zoom * Are both strategic and technical * Can implement solutions, not just advise * Stay current with emerging AI tools and best practices Bonus points if you have experience with: * Affiliate marketing * Creator businesses * Personal brands * Digital products * AI agents * Customer journey automation * Knowledge management systems --- ## To Apply Please include: 1. A brief overview of your AI and automation experience 2. Examples of workflows or automations you've personally built 3. Experience with ChatGPT, Claude, Zapier, Make, n8n, Vercel, Airtable, Notion, or similar platforms 4. Experience working with creators, consultants, coaches, or personal brands 5. Confirmation that you are available Monday, June 29 from 1 PM–5 PM EST 6. A 3–5 minute Loom video walking through a workflow or automation you've built 7. What you believe would be the highest-impact automation opportunity for my business based on this posting Potential for ongoing consulting and implementation work for the right person.

We are an outsourced accounting and tax firm serving small businesses. We handle bookkeeping, accounts payable, expense management, financial reporting, and tax preparation. We're at a point where we want to seriously rethink how we work — not just add AI tools on top of old processes, but redesign our workflows from the ground up to take advantage of what AI can actually do. We're looking for a contractor who has done this before — someone who understands accounting and tax workflows deeply and also has hands-on experience implementing AI tools in professional services or finance environments. What you'll do: • Map our current accounting and tax workflows end-to-end • Identify where AI can replace, assist, or accelerate steps • Research and evaluate tools that fit our stack (we use QBO, and are open to others) • Work alongside our team to build and document the new workflows — not just hand us a deck • Help us implement and iterate until the workflows are actually running Who we're looking for: • Strong background in accounting, tax, or working closely with firms that do this work • Real experience deploying AI tools in a professional services or finance context — not just theoretical • Familiarity with tools like AI document processing, workflow automation, or AI-assisted review • Someone who can roll up their sleeves and build alongside us, not just consult from a distance This is a part-time engagement to start. If it goes well, there's room to expand the scope. We are serious about this — we want to move from buying tools to actually redesigning how we operate, and we need someone who has done it. In your application, please tell us: what accounting or tax workflows have you redesigned with AI, what tools were involved, and what the before/after looked like. Specifics matter more than credentials here.