We are looking for a strong software engineer who can build practical automation systems using AI, APIs, and modern development tools. This role is for someone who can take messy business workflows, understand the goal, and build working systems that save time, reduce manual work, and improve execution. You should be comfortable building automations, integrating tools, working with APIs, writing clean code, and using AI tools like OpenAI, Claude, or similar models to create useful business applications. What You’ll Work On You will help build and improve systems such as: AI-powered research and data extraction workflows CRM and sales process automations Email, spreadsheet, and database automations Internal tools and dashboards API integrations between business software Web scraping and data enrichment workflows when appropriate AI agents or assistants that help with repetitive business tasks Automation around deal screening, reporting, lead research, and document creation Ideal Candidate We are looking for someone who is practical, fast, and can figure things out without needing step-by-step instructions. You should have experience with: Python and/or JavaScript APIs and webhooks OpenAI, Claude, or other LLM APIs Automation tools like Zapier, Make, n8n, Airtable, Google Sheets, HubSpot, Salesforce, or similar Databases such as PostgreSQL, Supabase, Firebase, or similar Basic front-end or internal tool development Web scraping, data cleaning, and structured data workflows GitHub and clean documentation What Matters Most We do not need someone who only talks about AI. We need someone who can actually build. The right person should be able to: Understand a business process quickly Recommend the simplest technical solution Build fast prototypes Turn prototypes into reliable workflows Communicate clearly Document what was built Improve systems over time Nice to Have Experience with any of the following is a plus: Private equity, M&A, finance, or investment workflows Deal sourcing or lead generation systems CRM automation Data enrichment tools AI research agents Browser automation Cloudflare, AWS, Google Cloud, or similar infrastructure Engagement This will start as a part-time project-based role, with the potential to become ongoing if the work is strong. Estimated workload: 5 to 15 hours per week to start. To Apply Please include: Examples of automations or AI tools you have built The tech stack you usually work with A brief explanation of how you would approach automating a messy manual workflow Your hourly rate Your availability Please do not send a generic application. If your response looks copied and pasted, it will be ignored.

We are looking for an experienced HubSpot Sales Hub Professional implementation specialist / RevOps consultant who can move quickly and help us get HubSpot fully set up as our sales command center. We are a B2B restaurant equipment and supply dealer with both sales-assisted quoting and e-commerce. We recently purchased HubSpot Sales Hub Professional and need it implemented properly, but we also need it done quickly. We have spoken with several HubSpot Solutions Partners, and many are quoting timelines of 8 to 10 weeks. That does not work for us. We are looking for someone who can start immediately and help us launch a functional first version within 2 to 3 weeks. This is not a basic app-connection project. We need someone who can think strategically, design the CRM structure, clean up data, build workflows, integrate key systems, create dashboards, and make the system simple enough for our sales team to actually use. Generic proposals will be ignored. Please include the phrase “HubSpot fast launch” in the first sentence of your proposal so we know you read this. Main goal: We want HubSpot to become our daily sales cockpit. Our sales team should be able to log in and immediately know: - Who to call - Who to text - Who to email - Which quotes need follow-up - Which leads are stale - Which deals are close to closing - Which customers need attention As the owner/manager, I need dashboards that show: - Pipeline by stage - Deal value - Sales rep activity - Quote follow-up compliance - Lead source performance - Closed won / closed lost deals - Stale opportunities - Calls, texts, emails, and tasks by rep - Shopify/e-commerce activity when relevant - Monday.com project status after a deal is won Systems we need connected or considered: - Dialpad - Monday.com - Shopify - Mailchimp - Excel / CSV contact lists Ideal timeline: We want a functional first version launched within 2 to 3 weeks, with cleanup, refinements, and more advanced automation continuing after launch. We understand everything may not be perfect on day one, but we need the core sales system live quickly. Phase 1: Fast Launch, 2 to 3 weeks - Core HubSpot Sales Hub setup - Sales pipeline - Deal stages - Contact, company, and deal properties - Lead source tracking - Basic data migration - Dialpad calling/texting setup - Basic Monday.com handoff - Sales sequences - Email templates/snippets - Rep task queues - Owner/manager dashboards - Basic sales team training Phase 2: Cleanup and Optimization - Advanced reporting - Deeper data cleanup and deduplication - Shopify optimization - Mailchimp/contact syncing strategy - More advanced workflows - Payment/invoicing workflow - Additional automation - SOPs and recorded walkthroughs - Post-launch support and cleanup Scope of work: 1. HubSpot Sales Hub Professional setup Set up and customize HubSpot Sales Hub Professional, including: - Sales pipeline - Deal stages - Lifecycle stages - Contact, company, and deal properties - Required fields - Lead source tracking - Sales ownership rules - Task queues - Templates - Snippets - Sequences - Workflows - Notifications - User setup and permissions The system needs to be powerful but simple. If the sales team finds it confusing, they will not use it. 2. Sales process and pipeline design Help us design a clean sales process. Possible deal stages may include: - New Lead - Qualified - Quote Needed - Quote Sent - Follow-Up Active - Verbal Yes / Pending Deposit - Deposit Paid / Closed Won - Handoff to Operations - Closed Lost We are open to your recommendations if you have a cleaner structure. 3. Dialpad integration We need Dialpad set up inside HubSpot for inbound and outbound sales communication. Requirements: - Inbound call logging - Outbound call logging - SMS/text logging - Click-to-call from HubSpot - Missed call task creation - Call outcome tracking - Call/text activity associated with contacts, companies, and deals when possible - Rep activity reporting - Manager visibility into calls, texts, and follow-up activity 4. Monday.com integration We use Monday.com for operations and project management. We want a clean handoff from sales to operations. Ideal workflow: When a deal is marked Closed Won or Deposit Paid in HubSpot, a project/item should be created in Monday.com with the key deal and customer information. Fields may include: - Customer name - Company - Main contact - Contact info - Deal amount - Salesperson - Quote link - Invoice/payment link - Project type - Estimated delivery/install date - Notes - Project status We would also like key Monday.com project statuses pushed back into HubSpot so sales and management can see project status without digging through Monday. 5. Shopify integration We use Shopify for our e-commerce website. We need HubSpot connected to Shopify in a way that helps our sales team follow up on high-intent customers without turning HubSpot into a messy product database. Important items: - Customer sync - Order/customer activity - Abandoned cart visibility - High-value cart/order alerts - Lead source tracking - E-commerce customer segmentation - Avoid duplicate contact creation - Avoid unnecessary product/SKU clutter inside HubSpot We have a large product catalog, so we need a thoughtful integration strategy, not a blind sync of everything. 6. Mailchimp integration / migration We currently have contacts in Mailchimp. We need help deciding whether to: - Keep Mailchimp connected short-term - Migrate contacts into HubSpot - Use Mailchimp only for broad email marketing - Eventually move more email marketing into HubSpot We need proper handling of: - Marketing contacts - Unsubscribes - Consent status - Duplicate contacts - Lists/audiences - Segmentation 7. Contact import and data cleanup We need contacts imported from: - Excel / CSV sheets - Monday.com - Mailchimp - Shopify/customer data Before import, we need help cleaning and deduplicating the data. Deduplication should consider: - Email - Phone number - Company name - Website/domain - Existing customer vs prospect - Lead source - Sales owner - Customer type We do not want a messy HubSpot database full of duplicate contacts and companies. 8. HubSpot payments / invoicing setup We want help setting up HubSpot invoicing/payments if it makes sense for our workflow. We would like the ability to send invoices and provide payment options. Important: We want to explore whether customers paying by credit card can be charged an additional 3% processing fee, but this must be set up in a compliant way. If HubSpot cannot do this properly, we would like recommendations for a better alternative, such as ACH/check discounting or separate payment terms. 9. Dashboards and reporting Build simple, useful dashboards for both sales reps and management. Sales rep dashboard should include: - Today’s tasks - Calls to make - Texts/emails to send - Quotes needing follow-up - Deals with no recent activity - New inbound leads - Active sequences - Open deals by stage Manager/owner dashboard should include: - Pipeline value by stage - Revenue forecast - Deals won/lost - Close rate - Average deal size - Activity by rep - Calls/texts/emails by rep - Quote follow-up compliance - Deals with no activity - Lead source performance - Shopify/e-commerce lead activity - Monday.com project status summary 10. Training and documentation We need the system to be easy for our salespeople to use. Please include: - Basic training for sales reps - Manager/admin training - Simple written SOPs - Loom/video walkthroughs if possible - Post-launch cleanup and adjustment period Ideal candidate: You should have strong experience with: - HubSpot Sales Hub Professional - HubSpot CRM architecture - RevOps - Sales pipelines - HubSpot workflows - HubSpot sequences - HubSpot reporting/dashboards - HubSpot data imports - Contact deduplication - Dialpad integrations - Monday.com integrations - Shopify integrations - Mailchimp integrations - Zapier or Make - B2B sales processes - Sales team training Bonus points if you have worked with: - Equipment dealers - Distributors - B2B e-commerce - Quoting-heavy sales teams - Sales-to-operations handoffs - Companies with both inbound and outbound sales What we do not want: We are not looking for someone who only knows how to connect apps. We need someone who can help design the structure, challenge bad ideas, keep things simple, and build a clean system our team will actually use. Please do not apply if your approach is just “sync everything and see what happens.” Please also do not apply if you cannot start immediately or if your timeline is 8 to 10 weeks. We need someone who can move quickly. Pricing: We are open to hourly or milestone-based pricing. We are not looking for the cheapest option, but we do expect the price to match the scope, timeline, and experience level. Please do not simply bid the maximum budget. In your proposal, include: 1. Your estimated hours or fixed project range 2. Your proposed milestones 3. What you would complete in the first 2 to 3 weeks 4. What should be pushed to phase two 5. Any risks, dependencies, or items that could increase cost Application questions: Please answer the following when applying: 1. Can you start immediately? 2. Can you launch a functional first version within 2 to 3 weeks? 3. Describe a HubSpot Sales Hub Professional setup you’ve completed that involved multiple integrations. 4. Have you integrated HubSpot with Dialpad before? If yes, what did you set up? 5. Have you integrated HubSpot with Monday.com before? If yes, what was the workflow? 6. Have you worked with Shopify and HubSpot together? How did you avoid unnecessary data clutter? 7. How do you approach contact deduplication before importing data into HubSpot? 8. What dashboards would you recommend for a sales manager managing a small B2B sales team? 9. What would your implementation plan look like for this project? 10. What would you need from us before starting? 11. What parts of this project would you launch first, and what would you push to phase two? 12. What is your estimated hourly, fixed project, or milestone-based pricing? Quality matters, but speed matters too. We need someone who can build this correctly without dragging it out for months.

We are looking for an experienced webinar funnel consultant to help build, optimize, and manage the funnel for our estate planning webinars. We are a law firm with an established estate planning workshop model. We currently run in-person workshops and are expanding our webinar funnel so we can generate more qualified strategy session bookings and convert those attendees into estate planning clients. This role is not just about building a landing page or setting up emails. We need someone who understands the full webinar funnel, including registration, attendance, follow-up, sales calls, SMS/email sequences, booking strategy, and sales team coordination. The consultant will help us map out the full funnel, identify gaps, build the follow-up process, and work with our internal sales and marketing team to improve performance. What we need help with: Create and optimize the webinar funnel from registration through booked strategy session Review and improve the webinar attendee journey Build email and SMS follow-up sequences for registrants, attendees, no-shows, and drop-offs Help structure sales follow-up after registration and after webinar completion Work with our sales team to improve call timing, scripts, objections, and booking rates Help define key funnel metrics and reporting Recommend tools, automations, and process improvements Help turn the funnel into a repeatable system our team can execute Ideal candidate: Has experience building webinar funnels, preferably for professional services, financial services, legal, estate planning, coaching, or high-trust service businesses Understands both marketing automation and sales follow-up Can think strategically, not just execute tasks Has experience with webinar funnels that sell consultations, appointments, or strategy sessions Can help with messaging, nurture sequences, conversion strategy, and sales process Is comfortable working with a team and giving clear direction Has experience with tools like ActiveCampaign, GoHighLevel, Zapier, ManyChat, Calendly, CRM systems, or similar platforms Understands how to improve show-up rates, completion rates, appointment bookings, and close rates Current funnel context: We offer estate planning education through workshops and webinars. The goal of the webinar is to get qualified attendees to book a paid strategy session. The strategy session fee is credited toward the estate plan if they move forward. We already have marketing, sales, and operational team members in place. We need someone who can help connect the pieces and make the webinar funnel perform better. Deliverables may include: Funnel map Recommended webinar follow-up structure Email and SMS sequence outline Sales call timing and follow-up plan Suggested scripts or talking points Reporting dashboard recommendations Weekly optimization recommendations Implementation support with our team To apply, please include: Examples of webinar funnels you have worked on The type of businesses you have helped What metrics you focused on improving Your experience working with sales teams The tools you are most comfortable with How you would approach improving a webinar funnel like this

## About Us Pearl Painting is a fast-growing residential painting company based in Minnesota. We're not looking for someone to make social media posts or check boxes. We're looking for someone who loves taking ideas and turning them into systems. Our owner is highly focused on sales, marketing, content creation, partnerships, and growth. We need someone who can help build the systems that turn those ideas into reality. This role is ideal for someone who enjoys organization, project management, process creation, automation, and making things run smoothly. You will work directly with the owner and help build the infrastructure that supports future growth. --- ## What You'll Do You will take ownership of projects such as: * Building lead nurturing and lead warming systems * Creating CRM workflows and automation * Implementing SMS and email follow-up sequences * Coordinating content production workflows * Building referral and partner programs * Organizing marketing campaigns * Creating SOPs and process documentation * Tracking key sales and marketing metrics * Researching software and implementation options * Managing special projects from idea to completion * Identifying bottlenecks and proposing solutions Example: The owner says: "We need a lead warming system." You help: * Organize the project * Build the workflow * Coordinate assets * Set up automation * Test the system * Document the process * Report results --- ## What Success Looks Like You are successful if ideas become reality. You don't wait for step-by-step instructions. You take ownership. You ask questions. You create clarity. You move projects forward. You make the business more organized and more scalable every month. --- ## Who This Role Is Perfect For You might be a fit if: * You love systems and organization * You naturally create processes * You enjoy project management * You are detail-oriented without losing sight of the big picture * You have experience with CRMs and automation tools * You enjoy turning chaos into structure * You are comfortable working independently * You like solving problems without being micromanaged --- ## Tools We Use (Experience Helpful But Not Required) * GoHighLevel * ActiveCampaign * HubSpot * Zapier * Google Workspace * Notion * ClickUp * Asana * Airtable * CRM and automation platforms --- ## Compensation * Part-time to start (10-20 hours per week) * Remote * Flexible schedule * Opportunity to grow into a larger role as the company grows --- ## To Apply Please answer the following: 1. Tell us about a system or process you built that made an organization more effective. 2. What project management tools and CRM systems have you used? 3. Describe a situation where you were given a broad objective and had to figure out the details yourself. 4. Why does this role interest you? 5. If I told you, "Build a lead nurturing system for our painting company," what would your first five steps be?

I am a chiropractor using Jane App for my EMR and need an expert to assist with reporting and setup. The task involves ensuring the right reporting is in place and correcting any issues with the current setup. The ideal candidate will have experience with Jane App and be able to provide guidance on best practices for EMR management.

No-Code Application & Enrollment System Funnel Setup (Squarespace) Project Budget: $600 USD total
Payment Terms: 50% ($300) upfront, 50% ($300) upon successful completion and testing. Final payment will be released after all deliverables have been completed, tested, transferred to my ownership, and written confirmation of deletion has been provided.
 Project Timeline: Work may begin immediately. Final project delivery, testing, and handoff are due July 21, 2026.
Location: U.S.-based freelancers only.
 Confidentiality: Signed NDA required before work begins. All intellectual property, workflows, assets, and deliverables created as part of this project will be the exclusive property of my company. Project Overview I am looking for an experienced no-code automation specialist to build a polished application and enrollment workflow for a paid cohort program, fully integrated into my existing Squarespace website. The system should be reliable, easy for me to manage, and require no custom coding. Scope of Work The completed system should include: A branded online application form with custom application questions (applicants apply before making payment). A central database to organize all applicants. A simple review process where I can mark applicants as Accepted, Rejected, or Waitlisted. You will work alongside my designer, who will provide the visual direction and ensure the application experience feels warm, welcoming, and engaging. Your role is to implement the technical workflow while collaborating to ensure the final experience functions seamlessly. Automated email workflows based on my decision: Accepted: Congratulations email with a Stripe payment link. Rejected: Warm, professional email encouraging applicants to apply again in the future. Waitlisted: Waitlist notification email. After payment is successfully received through Stripe, applicants automatically receive a welcome email with program start details and next steps. Integration with Squarespace and Stripe so payments are deposited directly into my account. Preferred Technology Squarespace Airtable Stripe Additional Requirements My current website is built on Squarespace. All forms, automations, and integrations must align visually with my existing brand and provide a seamless user experience. Marketing assets, branding materials, logos, copy, and other resources will be provided as needed throughout the project. The application page must be accessible through a simple URL so partner organizations (such as large institutions) can link directly to it from their websites. No integration is required on their end—they only need to place a button or hyperlink to the application page. All workflows must be fully tested before project completion. Please provide basic documentation or a short walkthrough showing how to review applicants and manage the system. Because project materials contain confidential intellectual property, all files, assets, and project materials must be permanently deleted from your systems upon completion of the project. Written confirmation of deletion is required before final payment is released. Qualifications Please apply only if you have experience building: No-code application or admissions workflows Airtable automations Zapier or Make integrations Squarespace integrations Stripe payment workflows When applying, please include: Examples of similar projects you've completed. Your estimated timeline. Confirmation that you are U.S.-based. Confirmation that you are willing to sign an NDA before work begins. Confirmation that you agree to delete all project materials upon completion and provide written confirmation of deletion.

The AI Process Optimization Specialist is responsible for evaluating, designing, implementing, and continuously improving business processes through the strategic use of Artificial Intelligence (AI), automation, and digital technologies. This role works across all departments to identify inefficiencies, recommend AI-driven solutions, develop implementation plans, and ensure employees successfully adopt new technologies. The ideal candidate combines business analysis, process improvement, project management, and AI expertise to help the organization become more efficient, scalable, and competitive. Key Responsibilities Business Process Analysis Analyze existing business workflows across all departments. Document current processes and identify bottlenecks, redundancies, and manual tasks. Interview department leaders and staff to understand operational challenges. Create workflow diagrams and process documentation. AI Opportunity Assessment Identify tasks that can be automated or enhanced using AI. Evaluate emerging AI technologies and recommend practical business applications. Research AI platforms, software, and automation tools. Conduct cost-benefit analyses for proposed AI initiatives. Workflow Optimization Design more efficient workflows using AI-assisted processes. Develop standardized operating procedures (SOPs). Reduce repetitive manual work. Improve communication and collaboration between departments. Create scalable systems that grow with the business. AI Implementation Configure and deploy AI tools and automation platforms. Coordinate integrations between business software. Test workflows before deployment. Troubleshoot implementation issues. Measure effectiveness using key performance indicators (KPIs). Employee Training & Change Management Train employees on new AI tools and workflows. Develop documentation, tutorials, and training materials. Promote AI adoption throughout the organization. Gather user feedback and continuously improve processes. Performance Monitoring Track productivity improvements and ROI. Measure time savings and operational efficiencies. Maintain dashboards and performance reports. Recommend additional optimization opportunities. Innovation & Continuous Improvement Stay current with advancements in Artificial Intelligence. Evaluate new AI platforms and emerging technologies. Pilot new automation initiatives. Recommend long-term AI strategies that align with company goals. Preferred Qualifications Bachelor's degree in Business, Information Systems, Computer Science, Engineering, or related field (or equivalent experience). Experience in business process improvement or operations management. Strong understanding of AI technologies and automation platforms. Experience with workflow automation tools (Zapier, Make, n8n, Microsoft Power Automate, etc.). Familiarity with Large Language Models (LLMs) such as ChatGPT, Claude, Gemini, and Microsoft Copilot. Excellent analytical and problem-solving skills. Strong project management abilities. Outstanding written and verbal communication skills. Ability to work independently and lead cross-functional initiatives. Technical Skills Preferred experience with: Artificial Intelligence platforms Workflow automation tools CRM systems Project management software Documentation platforms Data analytics and reporting tools API integrations Microsoft 365 and Google Workspace Low-code/no-code automation platforms Core Competencies Strategic Thinking Process Improvement Critical Thinking Systems Analysis Project Management Change Management Business Communication Continuous Learning Innovation Leadership Organization Collaboration Success Metrics Performance will be measured by: Reduction in manual labor hours Increased operational efficiency AI adoption across departments Employee productivity improvements Workflow automation rate Cost savings generated Return on AI investments (ROI) Employee satisfaction with new systems Process documentation completeness Successful delivery of optimization projects Typical Projects An AI Process Optimization Specialist may: Build AI assistants for customer service and internal support. Automate repetitive administrative tasks. Develop AI-powered knowledge bases. Optimize project management workflows. Improve sales and marketing processes using AI. Streamline onboarding and employee training. Create automated reporting dashboards. Integrate AI into website development, customer support, accounting, HR, and operations. Develop company-wide AI usage standards and best practices. Mission To transform the organization into a highly efficient, AI-enabled business by continually identifying opportunities to automate work, improve processes, reduce costs, enhance decision-making, and empower employees through the effective use of Artificial Intelligence.

I'm an AI automation expert with a growing roster of clients, and I'm bringing on a skilled freelancer to help handle the smaller projects so I can keep up with demand. This isn't a new or one-off operation. I work with many clients already, and bring on new ones every week. I'm looking for someone reliable I can hand work to consistently, not just for a single project. You should be comfortable building AI automations independently and delivering clean, working solutions for client-facing work. To apply, please: - Send a short Loom introducing yourself - Share examples of your previous automation work I review every application personally, so a quick, genuine intro goes a long way. If we're a good fit, there's steady, ongoing work here.

Senior Full-Stack Developer — WordPress, Web Ops & Workflow Automation Tax Relief Helpers helps individuals and businesses resolve tax debt and IRS issues. Our websites are the front door of our business — they drive our lead generation and run our paid and organic marketing. We're looking for a senior developer to own that web stack end to end and help us tighten the operations behind it. This is a full-time (~40 hrs/week), ongoing, remote role with real autonomy. We want someone who can diagnose problems, propose solutions, and ship them without heavy supervision. WHAT YOU'LL DO Own our WordPress sites (on WP Engine): keep them fast, secure, and up to date — themes, plugins, updates, backups, performance. Build responsive landing pages and site sections that convert visitors into leads, and run A/B tests to improve them. Own conversion tracking and integrations: Google Analytics 4, Google Tag Manager, ad pixels (Google, Meta, Microsoft), call tracking, and form-to-CRM connections. Evaluate our workflows: audit how work moves through our tools, document it, and automate the manual, repetitive steps. Protect the stack: secure forms, SSL, access controls, and reliable backups for sensitive customer data. Support technical SEO: Core Web Vitals, page speed, structured data/schema, clean markup. REQUIRED SKILLS (please only apply if you can show real work in each) 7+ years building and maintaining production WordPress sites — child themes, plugins, PHP, page builders (Elementor and/or Gutenberg). WP Engine a strong plus. Solid HTML5, CSS3, JavaScript (ES6+), PHP, MySQL, and REST APIs. Proven track record building responsive, high-converting landing pages and running A/B tests. Hands-on with GA4, Google Tag Manager, and conversion tracking/pixels for Google, Meta, and Microsoft ads. Experience connecting forms and web apps to CRMs via APIs, webhooks, or Zapier/Make, and scripting automations (JavaScript/Node or Python). Secure handling of sensitive/PII data, SSL, and least-privilege access. Git version control and a disciplined staging-to-production workflow. Technical SEO fundamentals (Yoast familiarity a plus). NICE TO HAVE Experience in lead-generation, financial services, or a tax/legal business. Modern JS framework (React), headless WordPress, or custom API development. Basic DevOps — monitoring, uptime alerts, CDN configuration. HOW TO APPLY In your proposal, please answer these and include links to 2–3 sites you've built or manage (proposals without work samples won't be considered): Which WordPress sites have you built or managed (ideally on WP Engine or similar)? Share links. Describe a manual workflow you automated — what tools did you use, and what was the result? How do you approach conversion tracking and analytics for a lead-gen website? How would you spend your first two weeks auditing our sites and workflows? What's your weekly availability, timezone, and expected rate? Rate: $60-$80/hr depending on experience

AI Workflow & Automation Consultant for Executive Search Firm We are an executive search firm looking for an experienced AI technology consultant to help us evaluate, improve, and automate our internal workflows. We are not looking for someone to simply introduce generic AI tools. We want someone who can take a hands-on look at how our business currently operates, understand our recruiting/search process, and help us create practical, efficient AI-enabled workflows that our team will actually use. About Our Current Tech Stack We currently use: RecruitCRM as our applicant tracking/search CRM Microsoft 365 across the business Microsoft Copilot as our enterprise AI tool Claude, which integrates with RecruitCRM Microsoft Teams, Outlook, OneDrive, SharePoint, Word, Excel, and PowerPoint Additional recruiting tools, interview notes, candidate documents, and internal templates We want to better connect and leverage these systems so we can reduce manual work, improve consistency, and make our team more efficient. What We Need Help With We are looking for someone to review our full process and help identify where AI, automation, integrations, or better workflows can improve the way we work. This may include: Reviewing our current recruiting/search workflow from intake through candidate presentation Evaluating how we use RecruitCRM, Copilot, Claude, Microsoft 365, Teams, Outlook, OneDrive, and SharePoint Identifying repetitive manual tasks that can be automated or streamlined Helping us create better workflows for candidate presentations, interview notes, client updates, reporting, and document management Recommending practical AI tools, prompts, templates, automations, or integrations Helping us organize files, notes, candidate materials, and client deliverables more efficiently Training or documenting best practices so our team can adopt the new workflows Ideal Background The ideal consultant will have experience with: AI workflow design for small or mid-sized businesses Microsoft 365, Microsoft Copilot, Teams, Outlook, OneDrive, and SharePoint Recruiting, staffing, executive search, or professional services workflows CRM or ATS systems, ideally RecruitCRM or similar platforms Claude, ChatGPT, Copilot, or other AI tools used in business operations Automation tools such as Power Automate, Zapier, Make, or similar Process mapping, workflow optimization, and implementation Project Goal Our goal is to have someone come in, understand how we work today, and help us build a more efficient AI-enabled operating system for the business. We want practical improvements, not theoretical recommendations. The right person should be able to assess our current state, recommend what should change, help implement improvements, and provide clear documentation or training for our team. Deliverables May Include Current workflow assessment AI and automation opportunity map Recommended tools and integrations Updated workflows for key business processes Reusable prompts, templates, or SOPs Microsoft 365 / Copilot / RecruitCRM optimization recommendations Implementation support Training documentation for our team To Apply Please include: A brief overview of your experience with AI workflow consulting Examples of similar projects you have completed Your experience with Microsoft 365, Copilot, Claude, RecruitCRM, or recruiting workflows How you would approach reviewing and improving our current process Your suggested project structure and estimated timeline We are open to either an initial audit/strategy project or a longer-term implementation engagement depending on fit.