This is a part-time Marketing, CRM & Multifamily Acquisition Specialist to help operate marketing, referral, contact-tracking, and apartment acquisition systems. This is a flexible part-time role for someone who is highly organized, detail-oriented, comfortable with online research, and able to maintain spreadsheets, CRM lists, follow-up trackers, and weekly scorecards. This is not a legal-strategy role and not an investment-decision role. The primary job is to research, organize, track, and follow up so that the attorney/owner can focus on legal work, relationships, case selection, and investment decisions. Responsibilities include: • Add and update attorney referral contacts, former-client contacts, nursing home referral contacts, and other marketing contacts. • Track outreach, follow-up dates, relationship notes, lead sources, and next steps. • Maintain marketing trackers for attorney referrals, nursing home cases, refinery/Roxana cancer inquiries, local advertising, video marketing, and podcast outreach. • Add target apartment properties to a multifamily acquisition tracker. • Research property ownership using public records, assessor records, Secretary of State/entity records, online listings, and other available sources. • Track owner names, mailing addresses, registered agents, possible decision-makers, broker contacts, and follow-up dates. • Research basic path-of-progress indicators, including nearby development, municipal activity, permits, infrastructure, greenways, anchors, rent comps, and area notes. • Prepare weekly marketing and acquisition scorecards showing work completed, contacts added, follow-ups due, leads received, properties researched, owners verified, and top items for review. Preferred qualifications: • Strong Excel or Google Sheets skills. • CRM, lead generation, virtual assistant, real estate research, or marketing support experience preferred. • Strong online research skills. • Excellent attention to detail. • Ability to follow written instructions and update trackers consistently. • Comfortable working remotely and reporting progress weekly. • Real estate ownership research, skip tracing, or property database experience is a plus. • Legal marketing, law firm, or professional-services experience is a plus.

I'm the CEO of two growing businesses—National Apartment Flooring and Golf Fit—and I'm looking for a highly organized Executive Operations Coordinator to help me improve accountability, execution, and follow-through. This is not a traditional virtual assistant role. Your primary responsibility will be helping to ensure that commitments made in meetings are actually completed. Responsibilities Prepare meeting agendas Attend leadership meetings and document decisions Create and maintain action-item trackers Follow up with team members on commitments and deadlines Gather KPI reports and build executive dashboards Track strategic initiatives and project timelines Prepare weekly executive summaries Ideal Candidate Strong project management skills Excellent written communication Comfortable holding managers accountable Experienced supporting executives, founders, or leadership teams Highly organized and proactive To Apply Please answer the following: Describe a system you've built to track projects, action items, or executive priorities. What tools do you use for project management and accountability? In 3-5 bullet points, explain how you would help a CEO who struggles with follow-through after meetings. Applications without responses to these questions will not be considered. This role starts at 10-15 hours per week with potential for long-term growth.

I run a contracting business and need a reliable, communication-first virtual assistant to be my voice with clients and keep my CRM organized so I can stay in the field. Your main responsibilities: - Call and text clients with project updates and follow-ups - Follow up on estimates and payments - Organize job photos and upload them into AccuLynx - Create appointments, update job statuses, and send invoices - Relay schedules and updates between my crews and clients I'm looking for someone who: - Loves client communication and is warm and professional on the phone - Is highly organized and reliable (I value follow-through above all) - Has strong written and spoken English (Spanish a plus) - Has CRM experience — AccuLynx ideal, but not required if you learn fast Part-time to start (~10–15 hrs/week) with room to grow. I'll pay through Upwork with time tracking. To apply: Start your proposal with the phrase "Blue Roof" so I know you read the full post, and briefly answer: (1) a time you turned a frustrated client around, and (2) how you stay organized with lots of small repetitive tasks. Proposals without the phrase won't be reviewed.

Need: brief written opinion from a licensed U.S. attorney with healthcare fraud-and-abuse / Anti-Kickback Statute experience (Louisiana a plus). I run a company that provides claims-recovery services to home-health and behavioral-health agencies. The agencies bill Medicaid (some VA, some commercial). I do not bill any payer directly — the agencies pay me out of their own funds for my service, and no payer funds are ever assigned to or held by me. I want to pay an independent marketing/business-development consultant (not an employee) who introduces agency clients — businesses, not patients — to me. I'd pay him a percentage of the service fees I actually collect from clients he refers. Question to answer: Is that percentage compensation permissible under the federal Anti-Kickback Statute (42 U.S.C. §1320a-7b), EKRA (18 U.S.C. §220), and Louisiana law — given that (1) I don't bill any federal program directly, (2) no payer funds are assigned to or held by me, (3) the fee is a share of my service revenue, not a payer payment, and (4) he refers business clients, not patients? Specifically: can the percentage apply to clients whose recoveries are Medicaid/VA, or must federal-program-derived compensation be a flat fee set in advance? What structure keeps me compliant? Deliverable: a short written answer (a few paragraphs) — yes/no on the percentage for Medicaid/VA, the reasoning, and the safest compliant structure. Please confirm your bar license (state + bar number).

DESCRIPTION: Beau Development Corp. is a Boston-area real estate development and construction company. We need a reliable content VA to manage our social media presence on Instagram and LinkedIn with minimal input from us. SCOPE OF WORK (monthly): Collect raw content from us via shared Google Drive folder — photos, videos, and project updates we drop weekly Create 20-30 posts per month across Instagram and LinkedIn Write captions appropriate to each platform — LinkedIn professional and industry-focused, Instagram visual and project-focused Schedule all posts in GoHighLevel or Metricool Present content batch for one approval round per month Track basic engagement metrics and flag top-performing content CONTENT THEMES: Project progress — steel framing, site work, demolition, before and after Market insights — Boston development, permitting, construction trends Team in the field Development milestones and project completions WHAT WE PROVIDE: Raw photos and videos weekly via shared Google Drive folder Brand guidelines including logo, colors, and tone GoHighLevel or Metricool access for scheduling Instagram and LinkedIn account logins YOUR WORKFLOW: We drop raw content into Google Drive weekly You build the monthly batch and send for one approval round After approval you schedule everything We spend about 20 minutes per month on review TO APPLY: Share examples of construction, real estate, or trades industry social content you have created. Include links to accounts you currently manage. Availability to start this week preferred. Budget: $300-$400 per month, approximately 5 hours per week at $15-$20 per hour

Responsibilities include: * Transfer existing course content into the provided PDF template format * Use AI tools to support content formatting, captioning, and review * Create and review closed captions to ensure accuracy and appropriateness * Complete assigned tasks related to the VA Program revamp project

Tech VA Needed — Website, Email, CRM & Social Media Setup We’re launching a new mortgage advisory firm and need a tech-savvy VA to set up our full digital presence. All content, copy, and design assets are ready — we just need someone to build it out and get us live. The project includes: • Website setup and publishing (Squarespace, Wix, or WordPress) • Payment processor and online scheduling integration • Email and text marketing automation (7-email + 7-text sequences ready to load) • Social media profile setup (LinkedIn, Facebook, Instagram) • CRM setup and lead pipeline configuration (HubSpot or similar) A complete step-by-step launch packet is provided. Everything is documented and ready to hand off — no guesswork required. Skills needed: Website platforms, Mailchimp or ConvertKit, Stripe or Square, Calendly or Acuity, HubSpot or Zoho, basic tech integrations. Budget: $800–$1,000 fixed price for the full project. Project-based to start with potential for ongoing support. Please include examples of similar projects and your estimated timeline to complete.

I run a commercial cleaning company serving Danville and Champaign, IL. I need a lead generation specialist — NOT a general VA, NOT web design — to find and contact decision-makers at local businesses who need commercial cleaning services. Target leads: Facility Managers, Office Managers, Property Managers at office buildings, medical/dental practices, gyms, churches, and schools within 30 miles of Danville and Champaign, IL. Your tasks: • Build a list of 50-100 targeted contacts/week using Apollo.io or LinkedIn Sales Navigator (I will provide account access) • Send personalized outreach (email + LinkedIn) using templates I provide • Make outbound cold calls to decision-makers using the script I provide • Log call outcomes (no answer, gatekeeper, interested, not interested, callback requested) in the shared spreadsheet • Available to make calls during Central Time business hours (9am-4pm) • Track responses in a shared spreadsheet (I will provide template) • Flag any interested replies to me within 24 hours Payment structure: Paid per qualified lead ($X per lead who agrees to a call/quote) OR trial hourly rate for the first 10 hours to evaluate fit, then transition to performance pay. Requirements: • Verified Upwork reviews specifically in B2B lead generation or cold outreach (not general VA work) • Must work inside accounts I own — no independent tools/platforms • Clear spoken English, comfortable with cold calling and handling gatekeepers/receptionists • Prior phone-based sales or appointment-setting experience preferred • Available for a 15-minute weekly check-in call

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

About Us We are a digital strategy firm focused on social justice issues, working with some of the leading organizations and political voices in the country. We're a tight-knit team that moves fast, cares deeply about the communities we serve, and believes the how of our work matters as much as the what. We're looking for a part-time Executive Assistant for our principal who shares our values and wants to help keep a busy, purpose-driven practice running smoothly. What You'll Do Billing & financial support — prepare and send client invoices, track payments and follow up on outstanding balances, support payroll processing, manage expense tracking, and help keep our books clean and current Calendar & inbox management — schedule meetings across time zones, triage email, protect focus time, and keep the principal's day running on rails Client & partner communications — draft and send professional correspondence, follow up on outstanding items, and serve as a warm, reliable point of contact Meeting support — prepare agendas, take notes, track action items, and make sure nothing falls through the cracks Administrative operations — contract organization, records management, and keeping our files and systems tidy Project coordination support — help track deliverables and deadlines across client engagements in [Asana/Notion/ClickUp] Light research — gather background on prospective clients, partners, conferences, and speaking opportunities Occasional extras — travel booking, event logistics, and other tasks that keep a small firm humming Who You Are 2+ years of experience as an executive assistant, virtual assistant, or operations/admin professional (agency, nonprofit, or consulting experience a plus) Hands-on experience with billing and light financial administration — invoicing, invoice and payment tracking, payroll support, and expense management. You don't need to be an accountant, but you should be confident and accurate with numbers and financial workflows Values-aligned: you care about social, racial, and economic justice, and you want your work to support organizations fighting for it. Experience with nonprofits, advocacy groups, or movement organizations is a strong plus Exceptionally organized and detail-oriented — you catch the typo, remember the follow-up, and flag the conflict before it happens A clear, warm, professional writer Proactive and self-directed — you don't wait to be told; you see what needs doing and do it Trustworthy and discreet with sensitive client and business information Comfortable with tools like Google Workspace, Slack, Zoom, and a project management platform ([Asana/Notion/ClickUp]); familiarity with invoicing/bookkeeping and payroll tools ([QuickBooks, Wave, Gusto]) strongly preferred