Forum Intelligence: Project Brief & Initial Rollout 1. Executive Summary & Objective Forum Intelligence is a beginning as a localized data retrieval, processing, and archiving system designed to scrape public municipal records and state legislative data for public oversight. The immediate objective is to build a functional, highly resilient prototype focused on the Tri-Cities region (Burbank, Glendale, and Pasadena, California). The system will autonomously ingest messy, unstructured municipal data (City Council meeting minutes, agendas, public notices, and legislative PDF text, recorded mp4), clean it, and make it fully searchable and queryable via a localized AI agentic framework. 2. Phase 1 Scope: The Tri-Cities Rollout Th engineer will be responsible for building two primary pillars: A. Resilient Scraper Bots • Target Ingestion: Monitor and pull data from Burbank, Glendale, and Pasadena municipal portals and California legislative feeds. • Data Types: Brittle HTML sites, heavily nested tables, public notices, legislative drafts, and massive unstructured PDF archives. • Requirements: The scraping architecture must be exceptionally robust, utilizing intelligent error handling, retry semantics, and pagination tracking to handle frequent municipal website layout changes without breaking the pipeline. B. Ingestion & Vector Pipeline • Parsing: Extracting clean text from poorly formatted documents and scanned PDFs. • Local RAG (Retrieval-Augmented Generation): Chunking and embedding the data locally into a vector database (e.g., pgvector, Chroma, or Milvus) to enable semantically accurate entity linking and contextual search. 3. Targeted Hardware Stack To ensure maximum data security, strict public oversight integrity, and predictable operational costs, Forum Intelligence is skipping commercial cloud APIs in favor of an on-premise, localized NVIDIA enterprise deployment. The production roadmap aligns precisely with the new computing patterns detailed in NVIDIA’s latest hardware roadmap: • Inference & Token Generation: Running local open-weight frontier models (e.g., Neotron 3 Ultra or Claude/Llama equivalents) optimized for reasoning and long-context tool use. • Compute & Orchestration: The backend infrastructure is architected around NVIDIA’s dedicated agentic architecture, utilizing high-instructions-per-clock (IPC) Vera CPUs paired with Vera Rubin GPUs. • Memory & Storage Processing: Utilizing NVIDIA’s unified memory fabric and data processing units (DPUs) for ultra-low latency context management, KV caching, and fast vector database retrieval. 4. Immediate Milestones for the Engineer 1. Architecture Design: Map out the database schema and local inference ingestion loop. 2. Tri-Cities Scraper Deployment: Write and deploy the initial automated bots for Burbank, Glendale, and Pasadena. 3. Local MVP Pipeline: Demonstrate a local RAG pipeline where a user can query the Tri-Cities scraped records and receive grounded answers with exact source attributions. The above was AI generated from months long conversations with Gemini. The goal is to prove the concept then roll out to LA County, state of CA, and then the country.

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 Me** I'm a yacht broker specializing in the ultra-high-net-worth (UHNW) segment based in Naples, FL with 24 years of industry experience. I sell custom new-build and brokerage yachts in the 50–100ft range and superyachts over 100ft. My current tools are Claude (claude.ai), HubSpot CRM, Apple Mail, Apple Calendar, and Dropbox. **What I Need** I'm looking for an experienced Claude/AI automation specialist to help me: • Set up a daily morning briefing workflow using Claude (deal status, prospect follow-ups, key tasks) • Automate prospect outreach drafting — personalized emails for UHNW buyers pulled from HubSpot • Connect Claude to my existing HubSpot CRM for deal and contact management • Set up a Dropbox-to-email automation for sending listing materials • Walk me through how to use Claude effectively day-to-day so I can manage it myself going forward **Ideal Candidate** • Proven experience with Claude API or claude.ai workflows • HubSpot CRM integration experience (custom properties, sequences, pipelines) • Familiarity with Zapier or Make for tool connectivity • Strong communicator — able to explain what you're building in plain English • Experience working with sales professionals or in high-ticket/luxury industries is a plus **Project Scope** This is a fixed-price project. I'm looking for: 1. An initial discovery call (30 min) to align on priorities 2. Setup and delivery of the core workflows (estimated 5–10 hours) 3. A walkthrough/training session so I can manage it independently

We are looking for an experienced AI trainer / speaker to deliver a 2–3 hour live, remote Introduction to AI training session for a B2B field sales team The audience will be group of sales professionals. The client is in the protective packaging and packaging automation industry. Their sales team works with customers on packaging materials, packaging processes, damage reduction, labor efficiency, sustainability, throughput, and automation-related opportunities. The goal of the session is to provide a practical and engaging introduction to AI usage in sales workflows. This should not be a highly technical AI course. The focus should be on helping sales professionals understand how AI can support their daily work and improve sales productivity. Desired session focus: Practical introduction to AI and generative AI for non-technical sales users How field sales teams can use AI safely and effectively AI for account research and customer meeting preparation AI for improving discovery questions and understanding customer pain points AI for writing better follow-up emails, summaries, and sales messaging AI for preparing customer-specific value propositions AI use cases relevant to B2B consultative sales Responsible AI use, including confidentiality, accuracy, and human review Live examples and practical demonstrations The ideal trainer should be able to make the session engaging, practical, and relevant to a sales audience. Experience training sales teams, B2B commercial teams, or business users on AI adoption is strongly preferred. Experience in manufacturing, packaging, industrial sales, logistics, automation, supply chain, or similar B2B industries would be a strong plus, but is not mandatory if the trainer can tailor examples appropriately. Trainer responsibilities: Prepare and deliver a 2 hour session Tailor examples to a B2B field sales audience Include practical AI demonstrations that sales professionals can relate to Explain AI concepts in simple business language Provide guidance on safe and responsible use of AI tools Keep the session interactive and engaging for the group Coordinate with us in advance to align the session with client goals Ideal candidate qualifications: Strong experience delivering AI, generative AI, or digital productivity training Comfortable presenting to business and sales audiences Ability to explain AI concepts without unnecessary technical complexity Strong communication and facilitation skills Experience with tools such as ChatGPT, Microsoft Copilot, Claude, Gemini, or similar AI platforms Ability to tailor training examples to client-specific business scenarios Prior experience with sales enablement, B2B sales workflows, or customer-facing teams is preferred Please include the following in your response: Brief summary of your AI training experience Examples of similar business or sales-focused AI sessions you have delivered Your approach for making a 2–3 hour AI session practical and engaging Any relevant industry experience with B2B sales, manufacturing, packaging, logistics, supply chain, or automation Your availability in August for this training session

Description: I am looking for an experienced freelancer to help me build a centralized AI-integrated knowledge management system in Notion. This system will serve as the backbone for managing large-scale projects, organizing 1,000+ PDF documents, and leveraging AI tools for semantic search, automated categorization, and document summarization. It must be scalable, user-friendly, and designed to support long-term collaboration and growth. The ideal candidate will have expertise in Notion, AI integrations (e.g., Claude, OpenAI, LangChain), automation workflows (e.g., Zapier, Make, or APIs), and file management processes (including OCR). The system should be operational from day one, with all files uploaded, categorized, and fully searchable. Project Goals: 1. Fully Functional System in Notion: Create a centralized knowledge management hub in Notion to organize and manage all scanned files and documents. Upload and categorize 1,000+ PDF files into the system during setup. Build a clean, intuitive interface for managing projects, tasks, and documents. 2. AI Integration: Integrate AI tools (e.g., Claude, OpenAI, Notion AI) for the following: Semantic search: Search by meaning rather than keywords. Document summarization and tagging: Automatically generate summaries and metadata for files. Automated categorization: Categorize files by topics, projects, and metadata (e.g., project name, date, type). AI conversation logs: Enable collaborative decision-making and log AI-generated insights for shared review. 3. File Management and Automation: Automate workflows for importing, renaming, tagging, and categorizing files based on pre-defined rules. Ensure the system can handle OCR (Optical Character Recognition) to make PDFs fully searchable. Provide a blueprint for OCR settings, file-naming conventions, and file preparation best practices. 4. Collaborative Features: Enable multi-user access with role-based permissions for specific projects or categories. Set up dashboards and shared views for collaboration and task tracking. 5. Scalability and Independence: Design the system to handle thousands of files and multiple projects without performance issues. Provide training and documentation so I can independently manage and expand the system in the future. Deliverables: A. Scanning and File Preparation: Provide a step-by-step blueprint for scanning files, including OCR settings and file-naming conventions. Ensure all 1,000+ PDF files are uploaded, tagged, and categorized in Notion during setup. B. Notion Knowledge Base Setup: Build a clean and interconnected workspace in Notion with: Categories, tags, and metadata for file organization. Dashboards for managing projects, tasks, and documents. Automated workflows for file renaming and categorization. C. AI Integration: Integrate Claude, OpenAI, or Notion’s AI for: Semantic search and document summarization. Automated tagging and categorization based on file content. D. Collaboration Features: Set up shared access for multi-user collaboration with role-based permissions. Incorporate an AI conversation log feature to track collaborative decisions and insights. E. Testing and Final Documentation: Test the system with all files uploaded to confirm functionality. Provide a short video tutorial or detailed written guide explaining how to use, maintain, and expand the system. Requirements: The ideal candidate will have: Proven experience with Notion, including advanced setups and database design. Expertise in AI integrations, such as Claude, OpenAI, LangChain, or Notion’s native AI. Familiarity with OCR workflows, file automation, and document management best practices. Strong communication skills to provide clear documentation and training. A proactive approach to safeguarding data, including locking pages, setting permissions, and creating backups. Budget and Timeline: Budget: $900–$1,200 for the full setup and integration. Timeline: Completed within 2–3 weeks from project start. To Apply: Please include the following in your proposal: A brief overview of your experience with similar projects. Examples of previous work, including Notion setups, AI integrations, or file management workflows. Your proposed timeline and approach to completing this project. Any suggestions you have for improving the system.

Title: Claude AI Trainer & Automation Expert for Executive Teams We are looking for an exceptional Claude AI expert, trainer, and automation consultant to work directly with our team. This is not a development role. We need someone who can teach, coach, and help teams become dramatically more productive using Claude. You will work with small groups of 5–7 people, running live training sessions and helping participants identify opportunities to automate workflows, improve decision-making, accelerate research, create content, and build AI-powered processes. The ideal candidate is both highly technical and an outstanding communicator who can explain complex concepts to non-technical professionals. Responsibilities: * Conduct live Claude training sessions for small groups * Teach advanced prompting techniques * Help teams automate repetitive business tasks * Identify high-ROI AI use cases across departments * Build practical Claude workflows and templates * Create training materials and playbooks * Provide ongoing coaching and office hours * Stay current with the latest Claude capabilities and AI tools Requirements: * Deep expertise with Claude and AI workflows * Exceptional communication and teaching skills * Experience training business professionals and executives * Strong understanding of business operations and process automation * Ability to simplify complex concepts * Experience creating AI-driven productivity systems * Comfortable leading interactive workshops and Q&A sessions When applying, please answer: 1. How long have you been using Claude professionally? 2. What organizations or teams have you trained? 3. What are the most valuable Claude automations you have implemented? 4. Describe a training program you designed and delivered. 5. How would you structure a 4-week Claude training program for a team? 6. Please provide links to videos, workshops, presentations, or training materials you have created. 7. What differentiates you from other AI trainers? 8. What is your hourly rate and availability? We are looking for someone who can become a trusted advisor to our organization and help our teams successfully adopt AI at scale.

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

Conversational AI / LLM Consultant We are looking for a Conversational AI and LLM specialist to support the strategy, design, development, testing, and improvement of AI-powered chatbot and voice automation solutions across multiple business groups. Responsibilities: Help identify, evaluate, and prioritize Conversational AI and LLM use cases across defined business units. Advise on best practices for Conversational AI strategy, LLM architecture, prompt design, orchestration, retrieval, integrations, and development. Recommend improvements across AWS services, Amazon Lex integrations, LLM workflows, and supporting AI infrastructure. Collaborate with the development team on chatbot, voice bot, Lex, and LLM-based implementations and configurations. Conduct QA testing to validate Conversational AI functionality, accuracy, performance, reliability, and user experience. Support the development of solution frameworks, automation workflows, dashboards, application management tools, and fulfillment processes. Assist in designing and extending multilingual Conversational AI solutions in English and Spanish. Support multiple lines of business, call flows, customer journeys, and AI-assisted workflows. Ideal Candidate: Experience with Conversational AI, LLMs, and chatbot or voice automation systems. Familiarity with Amazon Lex and AWS AI services is helpful, but broader LLM architecture experience is equally important. Strong understanding of prompt engineering, AI orchestration, integrations, QA testing, and production AI workflows. Ability to translate business requirements into practical AI-driven solutions. Experience with multilingual conversational design, especially English and Spanish, is a plus.

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

Project Description We are looking for a highly proactive digital advertising and AI operations specialist to help us grow and operationalize a niche healthcare directory and AI-powered marketing platform serving specialized providers across the United States and Canada. This is not a basic virtual assistant role. This is not a task-only ad management role. We are looking for someone with a digital advertising first background who can work with our emerging AI operating system to help build, improve, and automate the systems behind provider profile promotion, Meta ad campaigns, creative production, client reporting, AI chat summaries, and recurring revenue growth. The right person will help us turn our current ideas, workflows, campaigns, reporting, and AI tools into a more scalable operating system. We are looking for a go-getter who can think, build, test, recommend, improve, and help us move faster. What We Are Building We operate a specialized healthcare directory with provider profiles, membership tiers, local awareness campaigns, and a developing AI operating system. Our growth model includes: Provider directory profiles Profile upgrades Localized Meta ad campaigns Advanced profile-promotion campaigns AI Chat Assistants on provider profile pages Monthly transparent performance reports Archived AI chat summaries Website chatbot upgrade opportunities Workflow automation AI-assisted reporting Future operating-system tools for participating providers We need someone who can work with our team and AI OS architect to help build the operational layer around this business. What You Will Help With Digital Advertising & Campaign Support You will help build and improve repeatable Meta ad campaign workflows. This may include: Creating Meta/Facebook/Instagram traffic campaigns Helping structure profile-promotion campaigns Developing ad creative concepts and variations Writing or improving ad copy Helping organize campaign naming conventions Helping create UTM structures Reviewing campaign performance Identifying opportunities to improve campaign results Helping standardize how campaigns are launched and reported The goal is to make campaigns easier to launch, manage, measure, and scale across many participating providers. Creative & Video Support You should be comfortable helping with simple creative production and short-form content. This may include: Editing short videos for Facebook/Instagram ads Repurposing provider-submitted video content Creating social-ready video clips Adding captions, light branding, and simple visual polish Creating Canva or CapCut templates Helping create reusable creative formats Testing new messaging angles Thinking creatively about how to educate patients in a simple, trustworthy way You do not need to be a Hollywood-level video editor, but you should be capable of producing clean, usable digital ad creative. AI OS Workflow Development You will work with our developing AI operating system and our technical AI architect to help improve workflows. This may include: Identifying tasks that can be automated Helping design campaign setup workflows Helping design monthly reporting workflows Helping design client communication workflows Helping organize archived AI chat summaries Helping document repeatable processes Helping test AI-assisted workflows Helping identify what the OS should do next We are not looking for someone who waits to be told every step. We want someone who can look at a process and say: “This can be improved.” “This can be automated.” “This should be templated.” “This should be reported differently.” “This would help us move more clients to the next level.” Reporting & Client Transparency A major part of the role will be helping us build impressive monthly reports for participating providers. Reports may include: Campaign creative used that month Campaign messaging promoted Profile visits Phone clicks Website clicks Contact actions Other micro-conversions AI Chat Assistant activity Archived chat transcript summaries Common patient questions Common patient concerns Conversion improvement recommendations Suggested next steps We want our monthly reporting to feel much more transparent and useful than a standard digital marketing report. The right person will help us create reports that providers actually value. Growth & Upgrade Path Support We are building a product ladder that moves providers from basic directory visibility into deeper AI-powered services. You will help us improve the workflows that move clients from: Basic profile visibility To promoted profile campaigns To advanced profile campaigns To website AI Chat Assistant adoption To deeper AI operating system adoption This role requires someone who understands that campaigns, reporting, creative, automation, and client communication all work together to create recurring revenue growth. Who We Are Looking For We are looking for someone entrepreneurial, proactive, and curious. The ideal candidate: Has a strong digital advertising background Has experience with Meta/Facebook/Instagram ads Understands funnels, conversion paths, and client reporting Can think strategically about how to grow recurring revenue Has basic video editing or short-form creative experience Is comfortable using AI tools Is interested in workflow automation Can document processes clearly Can make recommendations without waiting to be told Is comfortable working with a developing AI operating system Likes building systems, not just completing tasks Can work independently and bring ideas to the table We do not need a pure software developer. We do not need someone who only follows instructions. We need a digital growth operator who can help us build the machine. Helpful Experience Experience with any of the following would be helpful: Meta Ads Manager Facebook/Instagram traffic campaigns Facebook/Instagram lead generation campaigns Google Analytics 4 Google Tag Manager Looker Studio GoHighLevel or similar CRM platforms Zapier, Make, n8n, or similar automation tools Canva CapCut Descript Adobe Premiere ChatGPT, Claude, or other AI tools AI workflow design CRM workflows Local business marketing Healthcare, wellness, or professional services marketing Directory or membership platform marketing SEO/GEO workflows Client reporting dashboards You do not need to know all of these, but you should be comfortable learning and experimenting. Initial Project Focus The first phase will likely focus on helping us build a repeatable workflow for profile-promotion campaigns. This may include: Reviewing our current workflow Helping define a repeatable Meta campaign structure Creating reusable creative templates Creating reusable reporting templates Helping map how the AI OS can assist with campaign setup and reporting Helping design the monthly report structure Identifying areas where the process can be automated Documenting the workflow so it can be repeated across many providers We will likely use one provider profile as the initial test case before expanding the workflow across more participating providers. What Success Looks Like Success in this role means: Campaign workflows become easier to launch Creative production becomes more repeatable Reporting becomes more transparent and impressive AI-assisted workflows become more useful Manual tasks become systematized Processes are clearly documented Upgrade opportunities become easier to identify Clients receive better insight into performance The business becomes less dependent on one-off manual execution The system improves every month Important Note This role is for someone who wants to help build and improve a growing system. We are not looking for a passive contractor who waits for a checklist. We are looking for someone who can bring ideas, spot gaps, improve workflows, and help turn a niche healthcare directory and AI-powered marketing platform into a scalable growth engine. How to Apply Please include a short response answering the following: What is your experience with Meta/Facebook/Instagram advertising? What is your experience with AI tools or workflow automation? What is your experience with video editing or ad creative? What is an example of a campaign, workflow, system, or process you helped improve? Why does this type of entrepreneurial digital advertising and AI operations role interest you? Please do not send a generic cover letter. We are looking for someone who can think, build, and help us grow.