We are seeking a Monday.com expert to oversee our production management processes. The ideal candidate must demonstrate exceptional multitasking abilities and a keen attention to detail. Your primary responsibility will be to streamline operations and ensure that all projects are executed efficiently. Candidates must be based in the United States and have a proven track record with Monday.com. If you are passionate about optimizing workflows and can thrive in a fast-paced environment, we want to hear from you!

Custom iPad Client Closeout, Feedback & Review Automation Platform Developer Project Overview We are a high-end residential design-build firm seeking a developer to create a custom iPad-based client closeout platform. The system will be used during final project walkthroughs to conduct a structured satisfaction survey, capture referrals and testimonials, generate personalized AI-powered review content, and guide homeowners through the Google Review submission process. Our goal is to create a seamless, professional experience that increases client engagement, captures valuable feedback, improves our online reputation, and strengthens long-term client relationships. This project will be used by our team in homeowners' residences during project closeout meetings and should be designed to be simple, intuitive, and completed in just a few minutes. Desired Workflow 1. Team member conducts an in-person closeout survey with the homeowner. 2. Responses are entered into the iPad application. 3. The system evaluates client satisfaction and identifies highly satisfied clients. 4. AI generates a personalized review draft based on the client's actual responses. 5. The client reviews and edits the review if desired. 6. The client enters or confirms their Google account information. 7. The system directs the client to our Google Review page and facilitates the review submission process. 8. Survey results, testimonials, referral opportunities, and review data are stored in a database and/or Google Sheets. Survey Questions The application should allow us to customize and modify survey questions over time. Initial questions may include: Overall Satisfaction * How satisfied are you with your overall experience? * Did the completed project meet or exceed your expectations? * Would you hire us again for future projects? Communication * Were we responsive to your questions and concerns? * Did you feel informed throughout the process? Design & Construction Experience * Were you satisfied with the design process? * Were you satisfied with the quality of workmanship? * Did our team effectively solve challenges that arose during the project? Referrals & Advocacy * Would you recommend us to friends or family? * Would you be willing to provide a referral? * Would you be willing to participate in a future case study or testimonial? Marketing Permissions * May we use photos of your project in our marketing materials? * May we use portions of your testimonial or review in our marketing materials? AI Review Generation Based on survey responses, the application should generate a natural, authentic review draft. Example: "Working with Marvista Design + Build was a wonderful experience. Their team was responsive, professional, and highly organized throughout the entire process. We especially appreciated their communication, attention to detail, and commitment to quality. The finished project exceeded our expectations, and we would gladly recommend them to anyone considering a remodeling project." The generated reviews should vary in language and structure so they feel authentic and personalized. Additional Features Testimonial Capture * Collect written testimonials * Optional voice-to-text testimonial entry * Store testimonials in a searchable database Referral Capture * Identify clients willing to refer others * Capture referral contact information * Track referral opportunities Net Promoter Score (NPS) * Include NPS scoring * Flag dissatisfied clients for internal follow-up * Prevent unhappy clients from being directed toward public review requests Reporting Dashboard * Review completion statistics * NPS tracking * Referral tracking * Testimonial tracking * Historical reporting Data Storage Preferred integrations include: * Google Sheets * Google Workspace * Airtable * Cloud database solutions We are open to recommendations. Technical Requirements We are open to the developer's recommendation regarding architecture and technology stack. Potential solutions include: * Native iPad application * React Native * Flutter * Progressive Web Application (PWA) * OpenAI API integration * Google Workspace integration * Airtable integration The solution should be easy to maintain and scalable for future enhancements. Future Vision This is intended to become Phase 1 of a broader client experience platform that may eventually include: * Automated review campaigns * Referral management * Client for Life program tracking * Testimonial library management * CRM integration * Marketing automation We are looking for a developer who can help us think strategically about the long-term roadmap, not simply build the initial application. Ideal Freelancer We are looking for someone who: * Has experience building custom business applications * Has experience with AI integrations * Has experience with survey platforms and workflow automation * Understands user experience and interface design * Can recommend the best technical approach * Can build scalable solutions that can evolve over time When Applying, Please Include 1. Examples of similar applications you have built. 2. Experience with AI-generated content and OpenAI integrations. 3. Experience with Google Workspace, Airtable, or CRM integrations. 4. Your recommended technical approach for this project. 5. Estimated timeline and budget range. 6. Any suggestions for improving the workflow described above. We are less concerned with a specific technology stack and more interested in finding the right development partner who can help us create an exceptional client experience.

I am a Revenue Operations and Salesforce consultant looking for a hands-on mentor to teach me how to build AI-powered business workflows. I am not looking for someone to simply build the solution for me. I want to learn while building real projects together. My background includes Salesforce administration, RevOps, Commercial Operations, Forecasting, Customer Success, and GTM systems. Initial project: Gemini call recordings and transcripts AI-generated summaries AI-generated next steps Salesforce task creation Salesforce opportunity updates Human review and approval workflows Technologies of interest: Salesforce n8n Claude Gemini APIs Workflow automation Looking for: Weekly coaching sessions Screen-sharing and hands-on instruction Someone who can explain architecture and best practices Experience with Salesforce integrations Please include examples of similar workflows you have built.

Investigator Support Services (ISS) partners with clinical research sites, healthcare organizations, Sponsors, and CROs across North America to support clinical trial feasibility and site identification initiatives. We are seeking a highly technical B2B Email Marketing Automation Technician to support outbound campaign execution, CRM workflows, list operations, and marketing systems management. This is a hands-on execution role for an independent contractor/freelancer. We are looking for someone who can build, manage, troubleshoot, and optimize campaigns and data workflows — not a marketing strategist or copywriter. Contract Details * Remote * Long-term opportunity * Approximately 10–15 hours/week * Flexible schedule with reliable availability Key Responsibilities Email Marketing & Campaign Operations * Build, launch, monitor, and optimize B2B outbound email campaigns * Configure workflows, sequencing, personalization, triggers, and A/B testing * Monitor deliverability, reply rates, engagement, and campaign performance * Troubleshoot automation, workflow, and syncing issues across platforms * Maintain organized and scalable campaign infrastructure CRM, Automation & Systems Management * Manage CRM workflows, lead routing, tagging, segmentation, and automation * Maintain integrations between CRM, outreach, enrichment, and marketing systems * Identify and resolve syncing issues, workflow failures, and data inconsistencies * Maintain clean CRM architecture and campaign-ready datasets List Development & Data Operations * Source and build targeted prospect lists within clinical research and life sciences * Segment, clean, validate, enrich, normalize, and deduplicate prospect databases * Prepare campaign-ready datasets and manage large CSV/spreadsheet files with high accuracy * Maintain strong data hygiene and operational consistency Required Qualifications * 3–5+ years of hands-on experience in: * B2B email marketing operations * Marketing automation * CRM management * Campaign execution * Data operations * Advanced technical/data skills required: * Advanced Microsoft Excel * Power Query * Data cleaning, merging, normalization, and deduplication * Large CSV/spreadsheet management * Advanced sorting, filtering, segmentation, and lookup functions * Pivot Tables, Power Pivot, and Power BI Preferred Experience * Clinical research, CRO, life sciences, biotech, healthcare, or pharmaceutical industry experience strongly preferred * Experience working with complex B2B prospect databases and outbound workflows * Strong troubleshooting and systems-thinking mindset * Detail-oriented and highly organized Ideal Candidate We are looking for someone who is: * Highly technical and execution-focused * Comfortable working independently * Proactive and resourceful * Extremely detail-oriented * Able to manage multiple moving parts without heavy oversight Please include: * Relevant platforms/systems you’ve worked with * Examples of outbound campaign or CRM workflow experience * Experience with large dataset cleanup and segmentation * Availability (hours/week)

We are seeking an experienced Automation & Integration Engineer to modernize and automate our CPA firm's operations. This role will be responsible for designing, building, and maintaining AI-driven workflows and integrations centered around CCH Axcess, Additive K-1, Microsoft 365, and other business systems. The ideal candidate combines software development, API integration, workflow automation, and AI implementation experience with deep knowledge of tax and accounting technology. This is a hands-on technical position. You will build production-grade automations, not just configure software. Responsibilities Design and develop integrations between CCH Axcess, Additive K-1, CRM, document management systems, and internal databases. Build AI-powered workflows to automate tax preparation, review, document processing, and client communication. Develop API integrations using the CCH Axcess Open Integration Platform. Automate repetitive tax workflows using APIs, webhooks, scripting, and workflow platforms. Create secure data synchronization between business applications. Build custom internal applications that improve CPA productivity. Implement OCR and AI document extraction for tax source documents. Build dashboards and reporting from tax software data. Create automation monitoring, logging, and alerting. Document all integrations and maintain technical architecture. Work directly with tax professionals to identify automation opportunities. Evaluate emerging AI tools and recommend practical implementations. Required Experience 5+ years building software integrations or business automations. Strong experience with: CCH Axcess CCH Axcess APIs REST APIs OAuth Webhooks JSON/XML Experience integrating accounting or tax software. Experience with AI APIs such as: OpenAI Anthropic Google Gemini Azure OpenAI Experience with automation platforms such as: n8n Power Automate Make Zapier Strong programming skills in one or more: Python C# JavaScript/TypeScript SQL database experience. Microsoft 365 integration experience. Git version control. Cloud experience (Azure or AWS). Preferred Qualifications Additive K-1 experience. CCH API development. CPA firm experience. Tax workflow automation. OCR and intelligent document processing. Experience with AI agents. Experience with document management systems. Power BI. SharePoint. Azure Functions or AWS Lambda. Docker. Technical Skills API Development REST OAuth JSON XML Python JavaScript SQL AI Integration Prompt Engineering Workflow Automation Microsoft Graph API SharePoint APIs Microsoft 365 Administration OCR RAG LLM Integration Git CI/CD What You'll Build Examples include: Automated K-1 ingestion into CCH. AI document classification and extraction. Tax return workflow automation. Client onboarding automation. Automated tax organizer processing. AI review assistants. Internal tax knowledge search. Automated email and task generation. Client portal integrations. Document routing. Workflow dashboards. Exception monitoring and alerts. Success Metrics Within the first 6–12 months, you will: Eliminate hundreds of hours of manual tax processing. Reduce duplicate data entry across systems. Build production-ready AI workflows. Create reusable integration frameworks. Improve tax workflow visibility through reporting and dashboards. Establish a scalable automation architecture for future growth. Nice-to-Have Certifications Microsoft Azure AI Engineer Microsoft Power Platform Developer AWS Developer Python certifications AI/LLM application development CPA technology consulting experience Ideal Background Candidates who have worked at firms or software vendors using: CCH Axcess Additive K-1 Thomson Reuters products Intuit products Wolters Kluwer tax software Tax technology consulting firms CPA firms with 100+ employees Tax automation consultancies

Looking for a trainer to deliver the "Claude AI for Workflow Automation and Productivity Training Course" for a Corporate Training Engagement We are seeking an experienced instructor to deliver a hands-on corporate training focused on using Claude AI for workflow automation and productivity enhancement. The ideal trainer should be comfortable teaching business users and technical professionals how to leverage AI tools to streamline operations, automate repetitive tasks, and improve collaboration. This is an instructor-led training engagement to corporate participants. Training Topics Include: Introduction to Claude AI and AI-driven workflow automation Using Claude AI to improve productivity and task management Automating business processes such as: Email and document workflows Meeting notes and follow-ups Content generation and reporting Enhancing team collaboration with AI-assisted workflows Integrating Claude AI with business platforms and automation tools Workflow automation using tools such as: Zapier Trello Asana Notion CRM and customer support platforms AI best practices, governance, privacy, and ethical considerations Future trends in AI-powered business automation Ideal Trainer Profile: Strong hands-on experience with Claude AI or similar generative AI platforms Experience delivering workflow automation or productivity-focused training Familiarity with AI integrations and no-code/low-code automation tools Comfortable teaching both conceptual and practical hands-on sessions Prior corporate training experience preferred Ability to customize examples and exercises for business audiences Training Format: Instructor-led live training Interactive discussions and hands-on exercises Corporate audience Beginner-friendly but practical and business-oriented

Need marketing help, mainly in strategy, email marketing, automation, runnings ads. For some background. I run an audiobook production agency. I'm basically the middle man between the author and the narrator who records and produces the book. I have a website that is currently being designed but its ran into a lot of roadblocks and issues. If you have references or guidance on that, that would be amazing but not required. Either way should be up and running soon. At the moment me and my assistant are manually gathering leads. Target is authors that have recently released a book but don't yet have an audiobook. We take care of the entire production process for the audiobook and ticket usually comes up to $1000-$2000. We are trying to get to $10k-$20k monthly revenue. All sales so far have come from the few emails we manually send or referrals. Really would like to significantly scale up our lead gen, email marketing, ads and outreach to get us more consistent sales. Really curious on how your pricing is structured.

Hi everyone. I own a boutique company in the immigration and citizenship space. I am looking for a skilled marketing/automation professional who can set up our systems from scratch. We need someone who can: + set up our CRM (we have used HubSpot in the past but are open to any CRM that is learnable) + automate our sales funnel, which includes quiz responses + build e-mail sequences to nurture and convert existing contacts, and draw in and convert new contacts + automate our onboarding tasks with clients such as intake, contract signing, and other related matters + automate our project management tasks (we use Basecamp) to the fullest extent possible; ideally we would be sending weekly updates to clients without them having to e-mail us first We are looking for a one-stop-shop who can do all of the above. Feel free to quote your full rates.

Univium (small-business consultancy) is hiring a part-time Consulting Lead to own client problems end-to-end: lead discovery calls, scope and design solutions, write dev briefs (Jira), review deliverables, and draft proposals. Start 5 hrs/week, scale to 10 then 20. Hire needed within 3–4 weeks. Hours & Rate - Start: 5 hrs/week; scale to 10 → 20 as proven - Rate: $90–$110/hr (final rate based on experience/fit) - Location: US-based only (required) - Timeline: must be available to start within 3–4 weeks Key responsibilities - Lead or co-lead 1–3 client discovery/consultation calls weekly - Scope client problems, design fit‑for‑purpose solutions, write clear Jira cards/dev briefs - Review dev output, manage handoffs, and communicate results to clients - Draft proposals with hourly estimates and confidence levels for owner review - Self-onboard to new clients by mining notes, recordings, existing systems - Flag high-risk/low-confidence work proactively What this role is NOT - Not responsible for writing production code (in-house devs implement) - Not responsible for owning sales or managing other consultants initially Success outcomes (first 6 months) - Help scale active clients from 3 → 5–6 without increasing owner hours - Independently move 1–2 projects/week from scope → dev handoff or run 2–3 consultations/proposals weekly - Owner spends time on risk-review/high‑stakes oversight, not solution generation - Minimal hand‑holding required for onboarding; interactions are net relief for owner - Documented process to onboard a second consultant by month 6–9 Required qualifications - US-based with flexible scheduling for client calls - 5+ years working with small businesses (SMB experience required) - Hands-on familiarity with at least 4 of: Airtable, Notion, Zapier / N8N / Make, Google Apps Script, Lovable / Replit - Strong client-facing experience (leading discovery, managing expectations) - Proven portfolio of end-to-end SMB projects (scoping → solution → handoff) - Excellent at writing dev briefs / Jira tickets and delegating execution - Strong strategic problem-solving and calibrated risk awareness - Available to ramp to 10 hrs/week on 1–2 weeks' notice Screening filters (what we’ll prioritize) - Clear portfolio of solved SMB problems, ability to justify tool choices - Evidence of self-directed initiative and minimal ramp-time hires - Comfortable working via Upwork (time tracker), available within 3–4 weeks - NOT a pure executor, enterprise-only consultant, or non-US-based How to apply Submit via Upwork with: - Relevant hourly rate expectation within $90–$120/hr - Short cover note (1–2 paragraphs) summarizing why you fit this role - 2–3 portfolio examples of SMB problems you’ve solved end-to-end (links or brief case studies) - Your earliest availability to start - We’ll screen on Upwork, present finalists to the owner. Owner will interview top candidates (30–45 min). Selected candidate starts at 5 hrs/week. Owner note to candidates: We need someone who makes the owner’s life easier from week one — minimal hand‑holding, strong judgment, clear communication. If that sounds like you, please apply.

We’re looking for a high-agency Consulting Project Manager who can take ownership of complex client engagements and drive them to completion without hand-holding. This is not a coordination role. This is an execution role. You will be responsible for managing multiple consulting projects across digital transformation, AI/automation, and operational improvement initiatives. You must be comfortable operating in ambiguity, pushing clients, and ensuring things actually get done. What You’ll Do Own end-to-end delivery of consulting projects from kickoff to completion Translate vague business requirements into clear execution plans Drive timelines, enforce accountability, and remove blockers proactively Work directly with clients, stakeholders, and technical teams Manage cross-functional workflows (engineering, data, operations) Ensure deliverables are completed on time and meet a high standard Identify risks early and course-correct without escalation Keep communication tight, direct, and outcome-focused What We’re Looking For 3–7+ years experience in consulting, project management, or operations Proven track record of actually delivering projects, not just managing meetings Strong ability to operate independently without constant direction Experience working with technical teams (engineering, data, automation) Comfortable in fast-paced, unstructured environments Excellent communication skills with a bias toward clarity and brevity High ownership mindset. You don’t wait, you act Nice to Have Experience with AI, automation, or digital transformation projects Familiarity with tools like HubSpot, Salesforce, Zapier, n8n, or similar Background in consulting firms, startups, or high-growth environments How We Work Lean team, high expectations, no bureaucracy You will be given ownership, not instructions We value speed, clarity, and execution over process theater To Apply Send: A brief summary of 1–2 projects you personally drove end-to-end What went wrong in those projects and how you handled it Tools and systems you’ve used to manage execution If your experience is mostly status updates and meetings, this role is not a fit.