Research & Strategy Coordinator for a privacy-focused online platform. Seeking someone who can analyze industry trends, monitor competitors, identify opportunities, and provide concise weekly reports and recommendations.

We are seeking a professional bookkeeper with expertise in Wave and Stripe to join our e-commerce education sales company. As a bookkeeper, you will play a crucial role in managing our financial transactions and ensuring accurate record-keeping. Your responsibilities will include reconciling accounts, processing invoices and payments, and generating financial reports. The ideal candidate should have a strong understanding of e-commerce platforms and experience working in a similar role. Please note: We are looking for someone who is willing to work within Wave. REQUIRED Knowledge: - Bookkeeping - Wave - Stripe - Gusto - Thinkific If you are detail-oriented, highly organized, and possess excellent analytical skills, we would love to hear from you. This is a great opportunity to contribute to a fast-growing company in the education sector.

What you'll do: Build and maintain Sigma dashboards and the underlying data models (reconciliation, SaaS metrics, revenue/deferred-revenue reporting) Partner with Finance on translating accounting logic — ASC 606 rev rec, deferred revenue, SaaS metrics (ARR, churn, NRR) — into accurate, reusable models Improve the structure and reliability of our reporting pipeline Must-have: Senior-level BI/analytics experience (5+ yrs or demonstrable equivalent) Strong SQL and hands-on dimensional/data modeling in a cloud warehouse (Snowflake, BigQuery, Redshift, or Databricks) Experience supporting a Finance or RevOps function at a B2B SaaS company Clear communicator who can explain data decisions to non-technical stakeholders Strongly preferred: Sigma experience (we use it daily). Strong Tableau / Power BI / Looker experience + the SQL/warehouse skills above will be considered. Exposure to ASC 606 / revenue recognition modeling, deferred revenue, or GAAP-tracking logic Familiarity with SaaS metrics and the systems behind them (Stripe, Salesforce/HubSpot, billing data)

I'm a solo consultant running a boutique practice that helps nonprofits optimize their CRM (Salesforce) and use technology to streamline operations so they can spend more time on their mission and fundraising. Many of my clients are faith-based (Christian) so I'm looking for a VA who genuinely connects with that world and can communicate in a warm, authentic voice that resonates with it. This is an ongoing, part-time role starting at 3–5 hours/week. I want a great fit with a long-term partner, not someone who prefers one-off projects.  RESPONSIBILTIES: - LinkedIn content: Drafting, scheduling, and posting thought-leadership content from my ideas and existing material; identifying and tagging relevant people. You’d be helping me show up consistently as a voice in the nonprofit tech/operations space. - Meeting follow-up: After my networking and referral meetings, handling thank-you notes, recap emails, and next-step coordination so nothing falls through the cracks. I primarily use Canva, Salesforce, and ClickUp for these tasks.  WHO I’M LOOKING FOR: - Strong communicator who can capture and match my voice - Meaningful experience working with faith-based (Christian) nonprofits, and you understand the tone, values, and language of this sector - Comfortable and strategic with LinkedIn  - Proactive, detail-oriented, and reliable with a small recurring set of hours TO APPLY: Tell me about your experience writing for or supporting faith-based (Christian) organizations, and share a short sample of content you've written (LinkedIn posts, client follow-up emails, newsletter, or similar). Let me know your hourly rate and your weekly availability.

I'm looking for an experienced U.S.-based QuickBooks Online bookkeeper to set up and organize the books for my partnership LLC. Scope: - Set up QuickBooks Online - Complete catch-up bookkeeping for 2025 and 2026 YTD -Reconcile all bank accounts and credit cards -Categorize transactions and organize the Chart of Accounts (All accounts are already done on excel, need to transfer to quickbooks). -Deliver CPA-ready financial statements -Establish an efficient monthly bookkeeping process for ongoing maintenance -The business has one partnership LLC, relatively clean financial records, low revenue to date, and limited complexity. Requirements U.S.-based 5+ years of QuickBooks Online experience Experience with catch-up bookkeeping and reconciliations QuickBooks Online ProAdvisor preferred Please include your experience, hourly rate, estimated hours for this project, and whether you're available for ongoing monthly bookkeeping. Looking to get started asap!! * Someone detail oriented, likes working with other entrepreneurs and has availability is needed. Potential for lots of ongoing work if we work well together. *

We receive a small number of inbound leads on a daily basis for our home service business (garbage can cleaning services). We are looking for someone to batch calling of these leads for an hour or two per day. This is a quick pitch that has a few standard rejection patterns and is reasonably straightforward to pick up. It does require a bit of training (we will teach you) on our operations to be able to answer customer questions and tell our "local family owned business" story. Highest lead volume is June - September which is why this is a 3-4 month job. Many thanks!

Title: B2B Outbound Lead Generation + SDR for Entertainment/Casting Marketplace Description: We are Project Casting, a platform that helps casting directors, production companies, brands, agencies, and content creators connect with talent. We are looking for an experienced outbound lead generation specialist or SDR to help us build a qualified sales pipeline and book meetings with potential business customers. The ideal person should be able to research target companies, find decision-makers, verify contact information, write/send outreach, follow up, and help book qualified calls. Target customers include: Casting directors, production companies, talent agencies, advertising agencies, influencer/UGC agencies, brands hiring creators, film schools, entertainment companies, and companies that need actors, models, influencers, or content creators. Responsibilities: Build targeted lead lists based on our ideal customer profile Find verified decision-maker emails and LinkedIn profiles Organize leads in Google Sheets, HubSpot, or our CRM Write or improve outbound email/LinkedIn messages Send outreach and follow-ups Track replies, interested leads, and booked meetings Provide a simple weekly report with leads found, messages sent, replies, and meetings booked Requirements: Experience with B2B outbound sales or lead generation Experience using tools like Apollo, LinkedIn Sales Navigator, Clay, Instantly, Smartlead, HubSpot, or similar tools Strong English writing skills Ability to research companies and identify decision-makers Comfortable working with a startup-style team Bonus if you have experience with entertainment, media, casting, SaaS, marketplaces, recruiting, or creator economy companies Important: We want quality over quantity. Please do not apply if your approach is only scraping thousands of random contacts. We need targeted, verified, relevant leads. All outreach must follow email compliance best practices, including accurate sender information, honest subject lines, opt-out handling, and proper commercial email rules. The FTC’s CAN-SPAM guide says commercial email must follow rules around truthful headers, non-deceptive subject lines, opt-outs, and honoring unsubscribe requests. Trial project: For the first 2 weeks, we would like you to: Build a list of 100–200 qualified prospects Create or improve an outreach sequence Send or prepare outreach Track responses Book qualified calls when possible Report results weekly When applying, please answer: What outbound sales or lead generation campaigns have you run before? What tools do you use to find and verify leads? How would you find leads for Project Casting? What industries have you sold into before? Can you share an example of a cold email or outbound message you have written? Are you more experienced in list building, cold email, LinkedIn outreach, cold calling, or appointment setting?

Engagement Overview I am the CEO and principal attorney of a small law practice specializing in campaign finance, lobbying regulation, FARA, nonprofit law, and government ethics. My five-person team — a junior partner, two associates, and an executive assistant — recently integrated into a larger firm. I am looking for an experienced Claude/AI automation builder for a phased engagement to design, build, and deploy a suite of interconnected agents and automations. This brief covers three phases. Phase I (Inbox Triage) is the highest immediate priority and the natural starting point. Phases II and III follow sequentially. Strong candidates will be evaluated on Phase I but should demonstrate familiarity with the full roadmap. This is a paid engagement. Scope, timeline, and rate are open to discussion. Technology Stack Email: Gmail (personal Pro account — not firm infrastructure) AI: Claude (Anthropic) via MCP or API Task and project management: Notion (existing workspace; routing tables, matter tracking, and timesheet structure already in place) Calendar: Google Calendar Internal chat: Google Chat Document storage: Google Drive (primary); local hard drives on iMac and MacBook Pro (secondary) Matter management / DMS: iManage (larger firm system — integration via dedicated ingestion email address) Voice notes: Plaud (AI note-taker) Signing platform: TBD — candidates should ask during scoping Out of scope: Signal and iMessage — encrypted platforms with no API access; manual forwarding convention only Confidentiality Requirements This is a law practice. Attorney-client privilege and work product protection apply to all client communications and matter-related documents. These are not compliance checkboxes — they are professional obligations with real consequences. The successful candidate must: • Execute a non-disclosure agreement prior to engagement • Demonstrate genuine understanding of why data handling matters in a legal context — not just technically, but professionally • Never use client names, email content, routing data, or document content for training, testing, or demonstration purposes • Work exclusively within the client's authenticated accounts — no third-party data stores outside the approved stack • Design systems that minimize data exposure — process and route, do not store unnecessarily Generic proposals that do not address confidentiality specifically will not be considered.   Phase I — Inbox Triage Agent Real-time classification and routing of inbound Gmail, with a daily digest to the executive assistant. Objective The principal attorney's Gmail inbox receives high volumes of email across clients, matters, and categories of widely varying priority. The goal is an agent that processes every inbound message, classifies it, routes it to the correct person automatically, and ensures nothing drops — without overloading the executive assistant with triage work she should not be doing. Two-Stage Routing Logic Stage 1 — Sender Classification Every inbound email is classified against a tiered contact list maintained in a Notion database: MVC: Most Valuable Clients — 5 to 10 contacts. Highest priority. HVP: High Value People — 10 to 20 contacts. Some overlap with MVCs. Principal attorney, unless task-type rule applies All other clients: Roster managed in Notion with assigned attorney(s). Assigned attorney(s) per Notion client record Catch-All: Anyone not in the contact table — prospects, opposing counsel, vendors, bar association, etc. Generate executive assistant daily digest Stage 2 — Task-Type Classification (MVCs only) For MVC contacts, a second classification layer routes based on the nature of the request. Rules are client-specific. Examples: • Scheduling requests → Executive assistant • Contracts and approvals → Designated associate(s) per client record • Strategic and substantive legal matters → Principal attorney Task-type rules are defined per MVC client and must be configurable without developer involvement. Routing Table — Notion All contact and routing data lives in an existing Notion database. The agent reads from it at runtime. Required fields: • Contact name and/or email domain • Tier (MVC / HVP / Standard / Catch-All) • Assigned attorney(s) for Standard clients • Task-type override rules for MVCs The executive assistant must be able to add, edit, and re-tier contacts without touching code. This is a hard requirement. Routing Output Candidates should propose their recommended approach from among the following, based on current Gmail MCP capabilities: • Apply Gmail label and/or forward to assigned attorney's address • Create a pre-addressed draft for principal attorney review before sending • Log routing decision to Notion with email link and recommended assignee Please address this question directly in your proposal — it is a key evaluation criterion. Daily Executive Assistant Digest Once per day at a configurable time, the agent generates a digest delivered to a designated Notion page covering all catch-all emails from the prior 24 hours. Each entry includes: sender, subject, timestamp, and a one-line AI summary of the email's apparent purpose.   Phase II — 5 AM Daily Brief A structured morning brief delivered to Notion each day before 5 AM, aggregating schedule, tasks, workflow status, news, and forward-looking context. Objective The principal attorney starts each day across multiple locations and needs a single, consolidated view of what matters — professional and personal — without opening email. The brief is delivered to a dedicated Notion page and covers the sections below in the following order. Section 1 — Daily Schedule Full calendar for the day pulled from Google Calendar. All events, calls, and commitments in chronological order. Section 2 — Open Projects and Undone Tasks Two sub-sections: (a) MVC high-value work — open projects and incomplete tasks for Most Valuable Clients, filtered to substantive legal work only; and (b) Personal — all open personal projects and tasks without exception. Personal items are comprehensive by design: if it is not surfaced here, it will be forgotten. Source: Notion task and project database. Section 3 — Blocking What is the principal attorney specifically holding up? Items where others in the firm are waiting for a review, decision, approval, or action. Source: Notion matter and task records where assignee or status indicates the ball is in the principal attorney's court. Note to builder: this section requires careful logic design. The agent must infer from status fields and assignee data what is genuinely waiting on the principal attorney versus what is simply unresolved. Work with client during onboarding to define the exact field logic. Section 4 — News Digest Industry News Curated digest of overnight developments in: campaign finance law and FEC activity, election administration, lobbying regulation (federal and state), nonprofit political activity, and government ethics. Format: short summary of each item with a link to the full article. Aim for signal, not volume — 5 to 10 items maximum. US Political News 5 to 10 headlines with links covering: presidential politics, US Senate and House elections, and major gubernatorial races. Stories people are actually talking about, not wire service filler. Section 5 — Firm Workflow Matter-level status summary pulled from Notion, organized by client tier and activity: Status Definition Closed Completed yesterday Moving Action taken yesterday Paused No action yesterday Stuck No action in five or more days Client groupings: MVCs (non-high-value work), Standard clients (all work), and any other open matters. Section 6 — One Month Look Ahead Rolling 30-day forward view pulled from Google Calendar covering: regulatory filing dates and compliance deadlines, matter-level deadlines, client birthdays, holidays, and planned vacations or travel. Anything that requires preparation or awareness in the next 30 days. Section 7 — Personal Financial Summary (If Feasible) Summary of personal financial position pulled from Monarch Money, if an API or MCP connector is available. Candidates should investigate Monarch's API access and address feasibility in their proposal. If not currently feasible, this section is omitted without affecting the rest of the brief. Delivery Notion only — not email. A dedicated page refreshed each morning before 5 AM. Previous day's brief should be archived, not overwritten.   Phase III — Night Maintenance Three nightly agents that run after close of business: timesheet creation, document filing preparation, and Plaud note routing. All outputs are delivered to Notion for principal attorney review. Part 1 — Timesheet Creation Objective Each evening, the agent reviews the day's activity across three sources and populates a timesheet in an existing Notion template for the principal attorney's review and finalization. Sources • Google Calendar — all events and calls attended • Gmail sent items — emails sent that day, grouped by client/matter where inferable • Google Chat — internal messages sent, grouped by thread/matter where inferable Note to builder: Google Chat API access will need to be confirmed alongside Gmail and Calendar MCPs. Confirm availability and any OAuth scope requirements in your proposal. Output: Populated Notion timesheet using existing template structure. Principal attorney reviews each morning, adjusts entries as needed, and finalizes. The agent does not finalize — it drafts. Part 2 — Document Filing Objective Each evening, the agent surfaces documents created or edited that day for the principal attorney's review. The attorney flags finals, and the agent forwards them to the firm's iManage ingestion email address for filing. Sources • Google Drive — documents created or modified that day • Local hard drives — iMac and MacBook Pro Note to builder: local hard drive access requires a locally-running component (daemon, Claude Code instance, or folder-watching script) on each machine. Please address your proposed approach to this in your proposal. Alternative approach for consideration: a designated 'Ready to File' folder on each machine that syncs to Google Drive. The attorney drags filing-ready documents into this folder throughout the day; the agent watches the folder and processes from there. Simpler architecture, device-agnostic, and builds a consistent filing habit. Candidates should evaluate and recommend. Output: A Notion page listing all documents surfaced for that day, with document name, location, and last-modified time. Principal attorney marks finals. Agent forwards marked documents to the iManage ingestion email address. iManage filing is handled by firm IT from that point — no direct iManage API integration required. Part 3 — Plaud Note Routing and Archiving Objective: The principal attorney uses a Plaud AI note-taker on calls and meetings. Each evening, the agent pulls new Plaud summaries, routes them to the appropriate team members, archives a copy to Notion tagged to the relevant client matter, and deletes the underlying audio and transcript from Plaud's platform and the local device. Prerequisite — Plaud API Plaud API or webhook access is a prerequisite for this part. Candidates must investigate and confirm availability before scoping. If Plaud does not currently support programmatic access, this part will require a manual export step as a workaround — please address both scenarios in your proposal. Routing Logic: Similar in structure to Phase I inbox triage routing (MVC/HVP/Standard tiers with task-type overrides) but with distinct rules to be defined with the client during onboarding. Do not assume inbox triage rules apply directly. Archiving: One copy of each Plaud summary is saved to Notion as a note, tagged to the relevant client matter. Tagging logic to be defined during onboarding. Deletion: After successful routing and archiving, the agent deletes: (a) the audio and transcript from Plaud's platform via API, and (b) any local copies on the principal attorney's devices. Local deletion requires the same locally-running component described in Part 2. Candidates may propose a unified local agent that handles both Part 2 and Part 3 local operations.   What I'm Looking For Strong candidates will have: • Demonstrated experience building Claude-based automations or agents — not general AI experience • Hands-on experience with Gmail MCP, Google Calendar MCP, and Notion MCP (or equivalent API integrations) • Ability to build systems that non-technical users can maintain — editability and simplicity are as important as technical sophistication • Comfort with phased delivery — Phase I first, Phases II and III following sequentially based on performance • Experience with professional services clients (legal, financial, consulting) is a meaningful plus • Willingness to execute an NDA and work within a legally sensitive environment What to Include in Your Proposal Please address the following specifically. Proposals that do not engage with these questions will not be considered. • Your proposed technical architecture for Phase I — how you would connect Gmail, Claude, and Notion • Your answer to the Gmail MCP routing output question in Phase I (labeling vs. drafts vs. Notion logging) — what is actually supported and what do you recommend • Your assessment of Plaud API availability and your proposed approach for Phase III Part 3 • Your assessment of Monarch Money API feasibility for the Phase II financial summary section • Your proposed approach to local hard drive access for Phase III Parts 2 and 3 — daemon, sync folder, or other • A comparable project you have delivered — describe the client type, the stack, and what made it work • Your estimated timeline and rate for Phase I, and a rough order-of-magnitude estimate for Phases II and III • Confirmation that you are willing to execute an NDA prior to engagement I am looking for someone who has read this brief carefully and has a specific, informed point of view on how to build it. This is phase one of a longer automation roadmap and the right candidate will be a long-term partner, not a one-time contractor.

Seeking an experienced executive assistant to support my real estate portfolio and development projects. Responsibilities include managing schedules, coordinating travel, ensuring smooth project execution and also assist my role as executive producer in a film.The ideal candidate will have strong communication skills and experience in real estate management.

About Luminis Business Solutions Luminis Business Solutions is a boutique operations and administrative support company serving luxury travel advisors across the United States. Our team works behind the scenes to help advisors deliver exceptional client experiences through thoughtful communication, meticulous attention to detail, and seamless execution. We're growing and looking for an Administrative Operations Specialist who enjoys being the person that keeps everything running smoothly. What You'll Do You'll support multiple luxury travel advisors by helping manage the day-to-day operations of their businesses, including: - Managing inboxes and prioritizing communications - Coordinating with hotels, cruise lines, concierge teams, destination management companies (DMCs), and other travel suppliers - Assisting with itinerary building, trip logistics, reservations, and research - Drafting polished client-facing emails and VIP communications - Maintaining CRM records and documentation - Supporting invoicing, commission tracking, and administrative follow-up - Identifying potential issues before they become client problems - Collaborating closely with teammates while working independently We're Looking For Someone Who - Has previous experience in luxury travel, hospitality, concierge services, or another high-touch client service environment - Enjoys supporting business owners behind the scenes - Communicates professionally and confidently, both written and verbally - Thrives in a fast-paced, detail-oriented environment - Can prioritize multiple moving pieces without constant direction - Learns new systems quickly and enjoys solving problems independently - Takes ownership and follows through Qualifications Required - Based in the United States - Previous administrative, operations, or client support experience - Previous experience in luxury travel, hospitality, concierge services, or another white-glove client service environment - Strong professional written communication skills - Proficiency with Google Workspace and Microsoft Office - Ability to pass a background check Preferred - Experience with TravelJoy, Tern, AXUS, Travefy, or similar travel platforms - Experience supporting luxury travel advisors or travel agencies - CRM and/or commission tracking experience Position Details - Part-time, approximately 10–15 hours per week to start - Opportunity for additional hours over time (up to 40 hours) - Fully remote (U.S. only) - Flexible scheduling within agreed-upon availability - Collaborative, supportive team with documented systems and processes How to Apply Please submit: - Your resume - A brief introduction explaining why you're interested in this role - Answers to the questions below To help us get to know you, please begin your application by answering this question: - What attracts you to supporting luxury travel advisors rather than being a travel advisor yourself?