- Hourly: $18.00 - $30.00
- Intermediate
- Est. time: More than 6 months, 30+ hrs/week
We are a US-based automotive parts manufacturer and B2B wholesaler (engine mounts, transmission mounts, air suspension) with 40 years in business. Our customers are warehouse distributors, program group members, jobber chains, and retail chain buyers — we do NOT sell to consumers. We have the product, the pricing, and a custom B2B ordering platform. What we need is more at-bats with buyers. That's you. You are the first gate of our sales process — under your own name. Once contracted, you get a company email address and list us as your employer on LinkedIn. You prospect, call, and email US distributor buyers as a real member of our team, and your job is to put qualified meetings on our principal's calendar. He closes — you open. Every serious sales org runs this model; we're building it and you're employee #1 of that motion. AI fluency is a hard requirement. You'll use Claude (Cowork) or ChatGPT daily to research accounts, personalize outreach, and build clean one-pagers, intro decks, and pre-meeting briefs. If AI isn't already part of your daily workflow, don't apply. What you'll do: Prospect: Build and work a live pipeline of US aftermarket targets — warehouse distributors, program group members, jobber chains, regional retailers, online resellers. Identify the right buyer/category manager and verified contact info. Quality over quantity. Outreach in your own name: Phone, email, and LinkedIn — as our business development rep. Your core message: "Our principal would like 15 minutes with you." You're US-based so you can dial buyers during business hours and talk shop like a domestic vendor, because you are one. Book meetings — your #1 KPI: Manage Calendly synced to the principal's calendar. Confirm attendees, send reminders, chase no-shows, reschedule fast. Every meeting you book comes with an AI-prepared 1-page brief: who they are, size, current mount/air suspension suppliers, what to pitch. Educate prospects: Before and between meetings, walk prospects through how our program works — ordering portal, fitment lookup, kit programs, shipping, terms — using decks and one-pagers you build with AI. Make it easy to say yes before the principal ever gets on the call. Onboard new accounts: When a prospect converts, you run the checklist — platform account setup, credit application, portal walkthrough call, first order support — and coordinate with our support coordinator so no new account goes cold in its first 90 days. Coordinate quotes: You never set pricing. You collect what the prospect needs, get same-day quotes from HQ, package them professionally, deliver, and follow up until there's an answer. Keep the pipeline honest: Every lead, touch, meeting, and outcome logged in the tracker daily. Leadership should never have to ask "what's happening with X account." Required: Located in the US with availability during US business hours (buyers answer phones 9–5 in their zone) 2+ years in B2B sales development, appointment setting, inside sales, or outbound — with a provable meeting-booking track record (real numbers: meetings/month, reply rates) Comfortable on the PHONE with business owners and purchasing managers — this is not an email-only role Daily working use of Claude or ChatGPT for research, outreach, and presentations — you'll demo real examples in the interview Professional LinkedIn presence you're willing to affiliate with us after hire Calendly (or similar) + calendar management experience Organized to a fault — CRM/tracker discipline, disciplined follow-up cadence Big plus: automotive aftermarket experience (WDs, program groups, part numbers, AAPEX) Plus: Spanish fluency (we have Latin American export customers) How we measure you (transparent from day 1): Qualified meetings booked per week with the right buyer (primary) New qualified leads added per week Outreach reply/connect rate New accounts onboarded and reordering within 90 days
- Hourly: $65.00 - $100.00
- Expert
- Est. time: 1 to 3 months, Less than 30 hrs/week
Guardian Senior Solutions GoHighLevel + Retell AI Build — Job Posting & Scope of Work Posted by: Paul · Guardian Senior Solutions (GSS) Orange County, California — remote contractor accepted Project overview Guardian Senior Solutions (GSS) is a direct-to-consumer senior care navigation platform in Orange County, California. We are a conflict-free alternative to referral platforms like A Place for Mom — we coordinate care, legal, financial, and home equity needs for senior families rather than operating as a care provider ourselves. We need a GoHighLevel (GHL) build that automates our lead-to-appointment pipeline end to end: from the moment a lead comes in (web form, paid ad, social DM, referral) through AI-driven outreach (voice via Retell AI, SMS, email) to a booked assessment appointment with one of our case managers, by phone or in person. This is a real-time-sensitive use case — families reaching out are often in or near a care crisis, so speed and reliability of follow-up directly affects whether we can help them. What success looks like • A lead that fills out a form, comments on a social post, or calls in gets a response within 5 minutes, every time, with no silent failures. • Qualified leads are automatically routed into a clear pipeline and booked onto a case manager's calendar without manual intervention. • We can see, in one dashboard, exactly where every lead is and whether any have gone stale. • The system is documented well enough that we are not permanently dependent on the person who built it. Scope of work 1. Core GHL architecture • Build a 6-stage lead pipeline: New Lead → Contacted → Nurturing → Appointment Booked → Consultation Complete → Not Ready / Lost. • Configure custom fields: care urgency (1–5), who care is for (self / parent / spouse), homeowner Y/N, estimated home value, legal documents in place Y/N, lead source. • Set up lead source tagging across all channels: Google Ads, Meta Ads, organic/social, referral partner (by name), direct, and any purchased lead lists. • Build a reporting dashboard tracking: leads by source, speed-to-contact, appointment conversion rate, show rate, and pipeline value by stage. 2. Retell AI voice integration • Integrate Retell AI with GHL so that a new lead triggers an outbound AI voice call within 5 minutes of form submission. • Build fallback logic: if the call is not answered, automatically fall back to SMS rather than silently dropping the lead. • Configure the call outcome (answered / voicemail / booked / declined) to write back into the GHL contact record and move the pipeline stage accordingly. • Work with us to finalize the AI voice script and qualifying questions (we have a draft framework already). 3. Lead nurture automation • Build the speed-to-lead workflow: AI call + SMS on form submit, second call attempt at 1 hour, email at 2 hours, manual task created for a human follow-up at 24 hours if still unresponsive. • Build a 21-day nurture drip for leads not yet ready to book, mixing educational email content with SMS check-ins (content outline will be provided). • Build appointment confirmation and reminder sequences (instant confirmation, 24-hour reminder, 1-hour reminder) via email and SMS. • Build a post-consultation follow-up sequence including a same-day summary, a 3-day check-in, and a 7-day review request (conditional on a positive-outcome tag). 4. Social + email content engine • Set up GHL's Social Planner across Facebook, Instagram, LinkedIn, and TikTok with an approval workflow so content is AI-drafted but human-approved before publishing. • Set up a weekly email campaign workflow: AI-assisted draft, human approval step, then send. • Connect inbound engagement (Facebook/Instagram DMs and comments, web chat, SMS, email replies) to GHL Conversations and route qualified leads into the Conversation AI for qualification. • Flag clearly in writing if TikTok DM-to-CRM integration is not currently supported natively by GHL, and propose a workaround if one exists. 5. Appointment booking & case manager routing • Integrate calendar booking (Calendly or GHL's native calendar) so qualified leads can be booked directly onto the correct case manager's calendar, distinguishing between phone and in-person assessment appointment types. • Build routing logic if we have more than one case manager (e.g., by territory, availability, or caseload). 6. Reliability, testing, and handoff • Idempotency checks so a lead submitting twice, or a webhook firing twice, does not trigger duplicate calls or duplicate pipeline entries. • A staging/test mode so new or modified workflows are tested with dummy leads before going live. • Monitoring or alerting so we are notified if a workflow breaks or a lead has gone untouched for more than 2 hours. • Full written documentation of every workflow, automation, and integration built, in plain language we can hand to a future hire if needed. • A 30-minute live walkthrough/training call upon completion. Requirements • Demonstrated prior experience integrating Retell AI (or a comparable AI voice platform) with GoHighLevel. Please describe your specific integration approach in your application — this is the single most important qualifier for this role. • Strong working knowledge of GHL workflows, pipelines, Conversations, Social Planner, and custom fields. • Experience with webhook-based integrations and basic error handling / fallback logic. • Prior experience in healthcare, home services, senior care, or another high-urgency, high-trust service business is a strong plus. • Clear, responsive communication — we will be working closely together through build and testing. How to apply 1. Confirm you have integrated Retell AI (or similar) with GoHighLevel before, and briefly describe how you approached it. 2. Share 1–2 examples of GHL builds you've done for service businesses, ideally with multi-channel lead nurture. 3. Provide your estimated timeline and a flat-fee quote for the full scope above (we prefer fixed pricing over hourly for this project). 4. Let us know your availability to start. We have a detailed internal spec (pipeline stages, message templates, and workflow logic) ready to share with serious candidates upon request.
- Hourly: $20.00 - $100.00
- Intermediate
- Est. time: More than 6 months, 30+ hrs/week
We are seeking a dynamic Sales Manager to lead our sales team and drive growth in the healthcare digital marketing sector. The ideal candidate will have a strong background in sales and marketing, with a focus on developing and executing strategies to expand our client base. Responsibilities include managing sales teams, identifying new business opportunities, and collaborating with our marketing department to enhance our market presence. Build Something Bigger Than a Paycheck We're not looking for someone to "make calls." We're looking for a partner who wants to build a book of business that compounds month after month while helping medical practices transform how they acquire patients. ModFXMedia is the marketing engine behind some of the fastest-growing medical practices in the country. We don't do cookie-cutter marketing—we build custom lead generation systems, AI-powered patient acquisition tools, and revenue-driving campaigns for doctors who are serious about scaling. And we need someone who can close. The Opportunity You'll be joining at the perfect inflection point. We've cracked the code on medical practice marketing (TRT clinics, functional medicine, chiropractic, aesthetic medicine), our client results are exceptional, and demand is there. What we need is someone to turn conversations into contracts—consistently. This isn't a grind-it-out sales role. This is a growth partnership where: ✅ You're selling a service that genuinely transforms medical practices ✅ Your income grows exponentially as your book of business scales ✅ You're building relationships with practice owners, not chasing one-time deals ✅ You have autonomy, flexibility, and real upside The goal: 8+ new clients per month at $2,000-$3,000 MRR each. What You'll Actually Do Own the entire sales cycle - From discovery call to signed contract, you're the closer Consult, don't pitch - Understand practice goals, diagnose marketing gaps, prescribe solutions Build your book - Every client you close becomes part of your recurring commission base Partner with leadership - Work directly with our CMO to refine positioning, pricing, and packaging Scale proven offers - Monthly marketing plans, lead gen systems, AI automation, social media management, website development You're not selling vaporware. Our clients see real ROI. Your job is to get the right practices in the door. Who You Are ✔️ Experienced closer - 3+ years in B2B sales (agency, SaaS, or marketing services preferred) ✔️ Consultative seller - You diagnose before you prescribe. You ask better questions than your competition. ✔️ Self-starter - You don't need to be micromanaged. You know how to prospect, qualify, and close. ✔️ Healthcare curious - Bonus if you know the medical space, but not required. We'll teach you the niche. ✔️ Metrics-driven - You track pipeline, conversion rates, and know your numbers cold ✔️ Tech-savvy - Comfortable with CRMs (HubSpot/Salesforce), Zoom demos, and modern sales tools Most importantly: You want to build something. Not just hit quota—build a recurring revenue machine that pays you for years to come. The Compensation You'll earn a $2,500/month base salary plus 20% commission on the first month's revenue and 5% recurring commission on all active clients for as long as they stay. Hit quota at 8 deals/month and you're making $70K in Year 1. By Month 6, as your recurring commissions compound, you're tracking toward $130-150K. By Month 12, top performers are earning $180K-220K annually with a growing book of business that continues paying month after month. Performance bonuses of $2,500-$5,000 kick in at 10+ deals per month. This isn't capped—your income grows as your book grows. Close consistently, keep clients happy, and you're building a revenue stream. Why OUR Pay Structure Works: Aligned incentives - You care about client fit and success, not just closing Golden handcuffs - Your income compounds the longer you stay True partnership feel - You build equity-like income without equity dilution Rewards consistency - Month 1 closer makes $90K/year. Bottom line: Close deals, keep clients happy, build a book. This isn't a job—it's building a revenue stream that pays you for years to come. What You Get Fully Remote - Work from anywhere Warm Lead Flow - We provide inbound leads + you source outbound Full Tech Stack - CRM, proposal software, everything you need provided Proven Offers - You're selling services with case studies and proven ROI Training & Onboarding - Deep dive into medical marketing, our process, and the niche Fast Growth Company - We're scaling aggressively across multiple verticals Direct Access to Leadership - Work alongside our CMO who's scaled $7M telehealth companies 30-60-90 Day Plan First 30 Days: Learn the offers, shadow calls, close 2-3 deals (ramp period) 60 Days: Own the process, close 5-6 deals, refine your pitch 90 Days: Full quota - 8+ deals/month, building momentum We don't expect you to be perfect on day one. We expect you to be unstoppable by day 90. Why Medical Practices? The healthcare industry is massively underserved when it comes to marketing. Most practices are running on referrals and outdated strategies. When we show them modern lead generation, AI automation, and data-driven campaigns—they convert. You're not convincing people they need marketing. You're showing them a better way to do what they already know they need. Ready to Build? If you're the kind of person who: Gets excited about recurring revenue models Wants to be rewarded for the long-term value you create Thrives in a high-autonomy, high-accountability environment And knows how to close Then let's talk. How to Apply Send us: Your resume (keep it tight) A 2-minute Loom video answering: "Tell us about your biggest deal, how you closed it, and why you're the right person for this role" Your LinkedIn profile Subject line: "Growth Partner - [Your Name]" No agencies. No recruiters. Direct applicants only. About ModFX Media We're a healthcare-focused digital marketing agency that specializes in lead generation, patient acquisition, and revenue growth for medical practices. Our clients range from testosterone replacement therapy clinics to functional medicine practices to stem cell treatment centers. We're not the biggest agency. But we're the best at what we do. And we're looking for someone who wants to prove they're the best at what they do. Let's build. ModFX Media is an equal opportunity employer. We value diversity and are committed to creating an inclusive environment for all employees.
- Hourly
- Expert
- Est. time: 3 to 6 months, Not sure
Seeking Request for Proposals for Database Developer(s) -Contract Position- 1. Project Introduction: The Latino Community Foundation of Colorado (LCFC) seeks proposals from qualified database and analytics consultants to design and implement a centralized, cloud-based SQL database environment hosted in Microsoft Azure. The database will support internal reporting, data consolidation, and analytics through Tableau Cloud. The objective of this project is to create a centralized data layer that consolidates key operational information and supports reporting through Tableau Cloud. This project does not require the development of a custom web application. LCFC prefers consultants with experience supporting nonprofit organizations or organizations of a similar size, staffing, and data maturity. LCFC currently uses the following systems: • C-Suite by Foundant – primary system for CRM, grant management, donor, donation, and organization records. Historical donation records from prior platforms may be provided through exports where needed, but C-Suite is expected to serve as the primary donation system going forward. • Monday.com - Project management, expected to be treated as archival/export based unless a future reporting need is identified. • Mailchimp - Email communications platform, expected to be treated as archival/export based unless a future reporting need is identified. • SurveyMonkey - Survey collection platform, expected to be treated as archival/export based unless a future reporting need is identified. LCFC will retain full ownership of the database schema, dashboards, SQL code, data pipelines, tableau workbooks, and all data assets created as part of this project. 2. Project Objectives: • Design and implement a scalable, Azure-hosted SQL database environment. • Create a centralized organization table to serve as the primary organization reference point across systems where applicable. • Establish a single LCFC organization identifier that can map records from source systems where applicable. • Support LCFC managed organization record alignment by providing the necessary table structure, templates, and validation views. • Integrate, ingest, or archive data from LCFC systems based on business value, reporting need, and return on investment. • Centralize core transformation and business logic within SQL views wherever practical. • Develop Tableau Cloud data sources and foundational dashboards that allow staff to: o Filter by organization. o Apply keyword-based filters. o View defined reporting queries. • Configure role-based access controls within Tableau Cloud. • Deliver documentation sufficient for LCFC to maintain the system internally after project completion. 3. System Architecture Requirements: The proposed solution must: • Use Microsoft Azure as the cloud environment for the centralized SQL database. • Use Tableau Cloud as the analytics and dashboard platform. • Use a centralized SQL database as the authoritative data layer for modeled warehouse data. • Use the centralized organization table as the primary reference point for organization level reporting across integrated tables where applicable. • Store transformation and business logic within SQL views wherever possible. • Support Tableau Cloud reporting through published data sources or SQL views. • Prioritize standard SQL and Tableau Cloud functionality. Respondents must provide a proposed system architecture diagram showing: • Source systems. • Data ingestion or archival process. • Azure database environment. • Data pipeline or ETL process. • Tableau Cloud connection. • Security and access model. • Backup and recovery approach. Proposals must include a written rationale explaining the recommended architecture, including considerations for cost, maintainability, security, performance, scalability and long term support. 4. User Roles and Access Levels: The system must support two primary access levels: Administration User Level • Limited to designated LCFC staff. • Ability to: o Create and maintain SQL queries and views. o Publish and manage Tableau dashboards. o Manage refresh schedules. o Configure Tableau permissions. • Access granted only upon written supervisor approval and authorization by the CEO or Vice President. Staff User Level • Read only access within Tableau Cloud. • Ability to: o View dashboards. o Filter by organization. o Apply keyword-based filters. • Staff users will not write SQL or modify underlying data structures. 5. Scope of Work A. Discovery and Requirements • Review LCFC’s current systems, data structures, exports, and reporting workflows. • Conduct stakeholder sessions to define reporting and filtering requirements. • Document data sources, access methods, and integration constraints. • Identify which data sources should be fully integrated, lightly structured, or archival only. • Confirm Phase 1 versus future-phase requirements. Refresh cadence will be determined during discovery based on reporting needs, source system capabilities, and implementation cost. LCFC does not require real time data synchronization. B. Database Design and Integration • Design an Azure-hosted SQL database structure appropriate to LCFC’s size, data volume, and reporting needs. • Establish a centralized organization table. • Create source system mapping fields or tables that allow LCFC to align organization records across systems. • Document schema, field definitions, and transformation logic. • Provide templates or validation views to support LCFC managed organization matching. • Build reusable SQL views for Tableau reporting. The Consultant is not expected to perform fuzzy matching or deduplication of organization records. Due to LCFC’s record volume and internal knowledge of organizational relationships, LCFC will complete and validate organization matching internally. The consultant should provide the necessary table structure, templates, and validation views to support this process. C. Source System Classification During discovery, the consultant will work with LCFC to classify each data source as one of the following: • Fully integrated reporting source. • Limited export based ingestion source. • Archival source for historical reference. • Future phase source. Not all listed systems are expected to require full API integration. Systems with limited reporting value, sufficient native dashboards, or primarily ad hoc usage may be handled through scheduled exports or archival storage rather than automated API pipelines. Expected initial classification: Core Modeled Source: C-Suite by Foundant • Expected to serve as the primary operational source for donor, donation, grant, organization, and CRM related records. Archival / Export Based Unless Otherwise Justified: Monday.com • Project management data is expected to be treated as archival/export based unless LCFC identifies a compelling cross system reporting use case. Mailchimp • Campaign and email engagement data may be retained through exports or archival storage unless LCFC identifies a recurring reporting use case requiring modeled integration. SurveyMonkey • Survey exports may be retained for archival reference unless a recurring structured reporting need is identified. D. Data Integration, Validation, and Lineage The proposed solution must include a clear methodology for validating data accuracy across all integrated or ingested systems. The consultant must describe how they will: • Verify that data is being correctly retrieved from each source system. • Test API based or export based integrations for completeness and consistency. • Identify and handle discrepancies between source systems and the warehouse. • Validate selected warehouse outputs against source system data. • Document data lineage, including where data originated and how it is transformed. • Provide visibility into pipeline success, failure, and refresh status. Because integration across multiple systems is a primary project risk, proposals must describe how the vendor will mitigate data inconsistency, access limitation, API failure, and validation risks. E. Tableau Data Sources and Foundational Dashboards • Develop and publish centralized Tableau Cloud data sources connected to the Azure SQL database. • Configure role-based permissions within Tableau Cloud. • Create a limited set of foundational dashboards sufficient to: o Validate organizational level filtering. o Demonstrate keyword-based filtering. o Confirm that defined SQL driven queries surface correctly. o Demonstrate that Tableau can reliably consume the curated SQL views. Final executive and strategic dashboards may be developed and maintained by LCFC staff following project completion. F. Iterative Development • Follow structured development cycles. • Conduct demonstrations with LCFC at the conclusion of each development cycle. • Incorporate structured feedback during development phases to refine functionality and usability. • Provide progress updates sufficient for LCFC to understand what has been completed, what remains, and where risks exist. • Identify project risks, blockers, or decisions needed from LCFC in a timely manner. 6. Data Privacy, Security, and Recovery: The selected consultant will be required to maintain the confidentiality of all LCFC data accessed during the engagement. This includes donor data, grantee data, survey responses, internal operational data, and any other sensitive organizational information. Consultants may be required to execute a confidentiality or non-disclosure agreement prior to accessing production systems. Proposals must describe the vendor’s approach to: • Data security and access controls. • Protection of sensitive organizational data. • Role based access management. • Credential and secret management. • Backup and recovery strategy. • Disaster recovery considerations. • Mitigation of potential vulnerabilities within the data pipeline and storage environment. LCFC must retain administrative ownership of the Azure environment, database, Tableau Cloud assets, and all related configuration where applicable. 7. LCFC Responsibilities: LCFC will support the project by: • Providing access to required systems and data sources. • Designating a product owner to provide direction and approve deliverables. • Making staff available for requirements discussions, feedback sessions, validation, and training. • Providing timely feedback during development cycles. • Reviewing and approving organization matching decisions. • Validating selected datasets against source systems where internal business knowledge is required. 8. Project Timeline: LCFC anticipates a project duration of approximately 3-6 months, to be finalized collaboratively with the selected consultant. Work is expected to be delivered in structured phases, including: • Discovery and requirements validation. • Architecture design and approval. • Data model design and approval. • Source system classification. • Integration, ingestion, and archival process implementation. • Tableau data source configuration. • Foundational dashboard development. • Testing, validation, and lineage documentation. • Staff feedback and refinement. • Documentation and training. • Go-live and transition. The selected consultant will propose a detailed project timeline and milestone plan as part of their submission. LCFC expects regular progress updates and demonstrations throughout the project to ensure alignment and timely course correction. 9. Deliverables: The consultant(s) will deliver: • An Azure hosted SQL database fully accessible to LCFC. • Proposed architecture diagram and technical rationale. • Database schema and source system mapping structure. • Centralized organization table structure. • Organization mapping table or template for LCFC managed record alignment. • Documented SQL views and transformation logic. • Data classification recommendation for each source system. • Automated data pipelines where approved and justified. • Export based ingestion or archival process where appropriate. • Data validation and lineage documentation. • Demonstration of data accuracy through validation of selected datasets against source systems. • Published Tableau Cloud data sources. • Foundational Tableau dashboards validating system functionality. • Configured role based access within Tableau Cloud. • A staff user guide. • Administrator system and maintenance manual. • Recorded demo videos reflecting the final production configuration. • Training sessions for administrators and staff. All database schemas, SQL code, integration scripts, Tableau workbooks, documentation, and related configuration assets must be transferred to LCFC upon project completion. Documentation must be sufficient to allow LCFC staff to independently maintain, modify, and extend the system without ongoing vendor dependency. 10. Acceptance Criteria: The system will be considered complete when the following conditions are met: • Azure SQL database environment is implemented and accessible to LCFC administrators. • Approved source systems are integrated, ingested, or archived according to the agreed source classification. • Data refresh, ingestion, or archival processes function as documented. • Centralized organization table structure and mapping approach are implemented. • Database structure supports LCFC managed organization matching across source systems. • Data outputs have been validated against selected source systems for accuracy. • Data lineage and transformation documentation has been delivered. • Tableau Cloud data sources successfully connect to the curated SQL views or approved data tables. • Organization level filtering and defined reporting queries function correctly within Tableau Cloud where applicable. • Staff are able to independently navigate and use foundational dashboards. • LCFC administrators are able to manage SQL views, refresh processes and Tableau updates without vendor assistance. • All required documentation has been delivered and approved by LCFC leadership. Final project acceptance will occur upon formal review and approval by LCFC’s designated Product Owner. 11. Change Management: This RFP defines the expected scope of work for the project. Any material changes to scope, deliverables, timeline, or budget must be documented and approved in writing by LCFC prior to implementation and execution. During the project, additional feature requests or enhancements may be identified. Such requests will be evaluated collaboratively and, if approved, may be incorporated into future phases or handled through a formal change order process. The selected consultant will provide a detailed project plan at initiation, including milestones and dependencies, to support alignment and minimize scope drift. 12. Proposal Submission: Proposals will be reviewed on a rolling basis. Complete proposals must be submitted by Wednesday, July 8, 2026 at 11:59 pm Mountain Time. Proposals that do not address the required submission elements outlined in this RFP may be considered non-responsive and may not be evaluated. Submissions must include: • Proposed total project cost, with a breakdown by major phase or workstream. • Estimated project timeline and milestone structure. • Proposed Azure architecture and rationale. • Proposed approach to Tableau Cloud integration. • Proposed approach to source system classification. • Description of relevant experience designing SQL data models and implementing Tableau Cloud environments. • Experience with Azure hosted SQL database environments. • Experience integrating CRM, grant management, or similar operational systems. • Experience working with nonprofit organizations or organizations of a similar size, staffing, and data maturity. • Description of proposed approach to data validation, lineage, and quality assurance. • Description of security, access control, backup, and recovery approach. • Identification of project team members, their technical background and their roles. • At least one example of a comparable project, including references. Selected finalists may be asked to: • Demonstrate a similar completed project. • Walk through their proposed technical architecture. • Explain data integration and validation methods. • Provide clarification on assumptions included in their proposed cost. About the Latino Community Foundation of Colorado: The Latino Community Foundation of Colorado (LCFC) is a state-based 501(c)3 philanthropic foundation. We invest in nonprofit organizations, grassroots leaders, and bold ideas that spark systemic change and create pathways for community wellbeing. The Latino Community Foundation of Colorado is not an endowed foundation.
- Hourly: $5.00 - $15.00
- Intermediate
- Est. time: 1 to 3 months, Less than 30 hrs/week
Design Vendor Outreach Assistant for Remodeling Option Books — $5-$15/hr We are a remodeling / home improvement business looking for a reliable, organized, and phone-comfortable Design Vendor Outreach Assistant to help us build repeatable kitchen and basement option books. This is a support role, not a licensed architect role, not a high-end custom designer role, and not a full construction estimator role. We need someone who can help gather, organize, and present real product information from local vendors so our owner can give clients clear, simple, professional design options. The hourly budget for this role is $5-$15/hr. Because of that budget, we are open to entry-level or intermediate candidates, design assistants, organized virtual assistants with interior design interest or experience, customer service people, vendor research assistants, and candidates willing to learn our process. The most important traits are: Organization Phone confidence Clear written notes Ability to follow directions Comfort calling vendors and clients when authorized Attention to detail Willingness to research real local products, not random online ideas Main Goal We want to stop creating every project from scratch during client visits. The goal is to build simple, repeatable option books with 3-4 package options for kitchens and basements. These option books should help the owner walk into a client meeting and show clear choices such as: Budget Option Mid-Range Option Premium Option Optional Fourth Style / Package Each package should be based on real products that can actually be sourced from local vendors. We do not want random Pinterest-style ideas that look nice but cannot realistically be ordered, priced, or scheduled. The owner will provide project direction, prints, measurements, and final approval. Your job is to help organize vendor information, product information, client materials, and call notes. Location and Calling Requirement Talent may be located anywhere, but you must be able to make outbound phone calls and send emails during U.S. Eastern business hours. Calls may include local vendors in or around: Martinsburg, WV Winchester, VA Hagerstown, MD Frederick, MD Nearby surrounding areas You should feel comfortable calling: Cabinet suppliers Countertop companies Flooring stores Material suppliers Showrooms Local building material vendors Other home improvement suppliers The purpose of these calls is to confirm information such as: Product availability SKU / product numbers Rough price tier Typical lead time Product lines carried Ordering process Vendor contact person Showroom appointment process Whether they work with contractors / remodelers You may also be asked to make simple outbound client coordination calls, but only when authorized by the owner. Client calls may include: Confirming a client received their option sheet Asking which design package they prefer Collecting missing selection information Scheduling or confirming a showroom visit Following up on a simple owner-approved question You will not be expected to high-pressure sell, negotiate construction pricing, promise project timelines, approve design choices, or make final decisions without owner approval. What You Will Help Build 1. Local Vendor Matrix You will help create and maintain a vendor list for products such as: Cabinets Countertops Flooring Trim / finish materials Other useful remodeling products The vendor matrix should include: Vendor name Phone number Email Website Location Main contact person if available Product categories Product lines carried Typical lead time Rough price tier Ordering notes Showroom notes Call notes 2. Kitchen Option Book Draft You will help create a simple kitchen option book with 3-4 package options. Each package may include: Cabinet style / color direction Countertop option Flooring option Hardware or finish notes if available Vendor / source SKU or product identifier if available Rough price tier Typical lead time Simple client-facing description Example package structure: Kitchen Package 1: Budget / Clean Basic Kitchen Package 2: Mid-Range / Modern Warm Kitchen Package 3: Premium / Elevated Finish Kitchen Package 4: Optional Style / Popular Local Choice 3. Basement Option Book Draft You will help create a simple basement option book with 3-4 package options. Each package may include: Flooring option Cabinet / bar option if applicable Paint / trim direction Finish notes Vendor / source SKU or product identifier if available Rough price tier Typical lead time Simple client-facing description Example package structure: Basement Package 1: Budget / Durable Basic Basement Package 2: Mid-Range / Family Finished Space Basement Package 3: Premium / Entertainment Finish Basement Package 4: Optional Style / Rental or Utility-Friendly Finish 4. Client Selection Sheet You will help create or fill out a simple client selection sheet so choices are easy to track. The selection sheet should include: Client name Project type Selected package Cabinet selection Countertop selection Flooring selection Paint / trim / finish selection Vendor / source SKU or product number if available Lead time Notes Approval / sign-off section The goal is to make it easy for the owner and client to see exactly what was selected. 5. Simple Client Presentation Pages You may help create clean, simple presentation pages in: Canva Google Docs PowerPoint PDF Google Slides Another agreed tool The presentation should be easy for the owner to reuse with future clients. The design does not need to be overly fancy. It needs to be: Clear Organized Professional Easy to understand Easy to update Based on real vendor-backed products What This Role Is NOT This is not a licensed architecture role. This is not a full engineering role. This is not a high-end luxury interior design role. This is not a construction estimating role. This is not a role where you make final promises to clients. This is not just making pretty mood boards. This is a practical support role focused on vendor outreach, product organization, simple design package support, and client coordination. Important Phone Call Expectations You must be comfortable making outbound calls. You should be able to speak professionally and clearly when calling vendors or owner-approved clients. For vendor calls, you may ask questions like: “Hi, I’m calling on behalf of a local remodeling company. We are building a vendor list for kitchen and basement projects. Do you carry cabinet lines suitable for remodel projects?” “Can you tell me your typical lead time for cabinets / countertops / flooring?” “Do you have product numbers or SKU information available for commonly used options?” “Do you work with contractors or remodeling companies?” “Who would be the best contact person for future product questions?” “Do you have a showroom, catalog, or product sheet we can reference?” For client coordination calls, you may ask simple owner-approved questions like: “Hi, I’m calling on behalf of the remodeling team to confirm that you received the option sheet.” “Do you know which package you are leaning toward, or would you like the owner to follow up with you?” “Would you like help scheduling a showroom visit?” Again, you will not make final promises, pricing commitments, or schedule commitments without owner approval. Tools That Are Helpful You do not need to know every tool listed below, but experience with any of these is helpful: Google Sheets Excel Google Docs Canva PowerPoint Google Slides PDF creation Basic CRM notes AutoCAD SketchUp Chief Architect 2020 Design Interior design tools Vendor research tools The main tools we expect are simple: Phone Email Google Sheets or Excel Canva / Docs / PowerPoint for simple presentation pages Ideal Candidate The ideal candidate is someone who is: Organized Reliable Detail-oriented Comfortable making phone calls Good at taking notes Able to follow a process Interested in remodeling, design, or home improvement Able to gather and organize vendor information Able to communicate clearly with the owner Comfortable working during U.S. Eastern business hours when calls are needed You do not need to be a master designer, but you should understand or be willing to learn how kitchen and basement finish selections work. First Paid Test Project For the first paid test, we would like 5-10 hours of work. The test may include: Researching local cabinet, countertop, and flooring vendors Calling or emailing a small list of vendors Documenting vendor contact information Gathering lead time and product information Creating a simple vendor matrix Creating one sample option-book page The sample option-book page should include 3 finish packages for either a kitchen or basement: Budget Option Mid-Range Option Premium Option Each package should include: Product direction Vendor / source SKU or product placeholder Price tier Lead time Short client-facing notes If the test goes well, this can become ongoing work. Ongoing Work May Include After the test, ongoing work may include: Updating the vendor matrix Calling vendors for current lead times Helping build Kitchen Option Book v1 Helping build Basement Option Book v1 Creating client selection sheets Preparing simple presentation pages Making owner-approved client coordination calls Organizing product details Keeping vendor information updated Helping the owner prepare for client meetings Pay Range This job is posted at $5-$15/hr. Because of this budget, we understand that the person may not be a senior kitchen designer. We are looking for a strong assistant who is organized, phone-comfortable, and able to support the design/vendor process. The best fit may be: Design assistant Interior design student or junior designer Virtual assistant with vendor research experience Customer service person with remodeling/design interest Procurement assistant Administrative assistant with strong phone skills Remodeling assistant Someone willing to learn and follow a clear process To Apply, Please Answer These Questions Are you able to make outbound phone calls to U.S. vendors during Eastern Time business hours? Are you comfortable calling cabinet, countertop, flooring, and material suppliers to ask for product availability, SKU/product numbers, rough price tiers, and lead times? Are you comfortable making simple owner-approved client coordination calls, such as confirming selections, asking follow-up questions, or scheduling a showroom visit? Have you done any interior design, remodeling, vendor research, product sourcing, customer service, or administrative support work before? What tools do you know? For example: Google Sheets, Excel, Canva, PowerPoint, Google Docs, AutoCAD, SketchUp, Chief Architect, or other tools. How would you organize vendor information after a phone call? What is your availability during U.S. Eastern business hours? Are you comfortable documenting call notes clearly after each vendor or client call? Please include the phrase “option book” in your response so we know you read the full post. Final Note We are looking for someone practical, organized, and comfortable communicating by phone. The goal is to create a repeatable design support system that helps the owner sell faster, reduce confusion, and give clients clear product options. This role is about turning local vendor information into a clean, usable system for kitchen and basement remodeling projects.
- Hourly: $50.00 - $70.00
- Expert
- Est. time: 3 to 6 months, 30+ hrs/week
BLW company is looking for a CRM expert who can build internal CRM system for our business. Currently we don't have own CRM system this is why we're looking for someone. You must have solid experience, at least 3 portfolio done in last 90 days. If you don't have, we'll pass.
- Hourly: $15.00 - $35.00
- Intermediate
- Est. time: 1 to 3 months, Less than 30 hrs/week
I’m looking for somebody with experience customizing the Boomtown CRM lead platform for various lead types. I want it to primarily be built for my Real Estate business. The ideal candidate will have a strong understanding of CRM systems and lead management processes. The goal is to enhance the platform's functionality to better manage and track real estate leads effectively. I prefer someone who has specific experience with BOOMTOWN CRM. Although my posting makes a referenvce to ZOHO I am not using ZOHO in anyway and I have no idea why it mentions it. I also want to use a program like RANKGPT to create 30 blog posts a month I can use or customize for my website homebymaier.com I also post real estate and mortgage videos on the site and I do the back end work for SEOetc myself on the wordpress site that BOOMTOWN provides me. I was using RANKGPT and it was awesome for blog posts but they were supposed to create citation for me on the mortgage and real estate aspects of my business to increase AI searchability, but they failed to even start that part of the contract so when I complained they cancelled my contract and refunded my money. I have been usine writesonic for blogs and bright local for citations but write sonice requires too much input for me and i want a system I can use thats more autopilot for blogs. you can see what I mean on my website, the first 20 blogs were rankgpt thats it for now....................
- Hourly: $15.00 - $40.00
- Intermediate
- Est. time: 1 to 3 months, Less than 30 hrs/week
We are seeking a skilled freelancer to develop a CRM system for our moving company. The ideal candidate will have experience in creating customized CRM solutions that enhance customer interaction and management. The system should be user-friendly and efficient, allowing us to streamline our operations and improve customer satisfaction. If you have a strong background in CRM development and a passion for delivering high-quality solutions, we would love to hear from you.
- Hourly
- Intermediate
- Est. time: 1 to 3 months, Less than 30 hrs/week
Hi, we’re a real estate company looking to build our internal operating system. We need a developer to create an AI automation and CRM platform. The ideal candidate will have experience with Microsoft Dynamics CRM and Zoho CRM, and be skilled in customer relationship management and lead generation. We prefer candidates located in Los Angeles for potential local collaboration.
- Hourly: $12.00 - $35.00
- Intermediate
- Est. time: Less than 1 month, Less than 30 hrs/week
Looking for someone to assist with framework and optimization of processes in Monday CRM. The task involves setting up frameworks and processes, indicating a need for organizational skills. Experience with CRM systems, specifically Monday CRM, is essential.