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I’m a 12-person logistics company looking for expert advice on where AI could have the most impact in our business. We’re not sure where to start and need guidance on practical applications, potential ROI, and implementation steps. The goal is to identify the best opportunities for AI to improve efficiency, reduce costs, or enhance decision-making. We’re open to a short-term consulting engagement focused on strategy and recommendations.

I am seeking a USPTO-registered patent attorney or patent agent to assist with several U.S. provisional patent applications relating to network assurance, distributed systems, network observability, and software.

I am a non-U.S.-domiciled inventor. I recently submitted several U.S. provisional patent applications directly through USPTO Patent Center. Following the USPTO rule effective July 20, 2026 concerning representation of foreign-domiciled patent applicants, I would like to engage a registered U.S. patent practitioner to review the filings and establish compliant representation.

Initial scope of work

1. Review my existing provisional application filings and USPTO acknowledgement/filing receipts.
2. Determine whether any corrective action is required because the applications were initially submitted by me without a registered practitioner.
3. Establish representation before the USPTO as appropriate, including any required Power of Attorney, correspondence-address, ADS/cover-sheet, or other filings.
4. Confirm that the existing provisional filing dates and priority positions are preserved and identify any issue requiring attention.

Important: I am not looking for someone to draft these inventions from scratch.

The technical invention disclosures and provisional specifications have already been prepared in substantial detail. Some disclosures are extensive and include architecture, embodiments, figures, technical workflows, terminology, and preliminary claim concepts.

For the immediate engagement, I primarily need USPTO representation, compliance review, filing/corrective work if necessary, and targeted patent-law review.

Longer term, if we work well together, I would like the same practitioner to assist with:

* additional provisional applications;
* prior-art and patentability review;
* claim strategy;
* non-provisional conversion;
* PCT/international filing strategy;
* USPTO prosecution.

The technology relates primarily to network assurance, autonomous network investigation, root-cause attribution, distributed measurement systems, Internet/network observability, cloud/network infrastructure, and software systems.

Required qualifications

You must be a currently USPTO-registered patent attorney or patent agent. Please provide your USPTO registration number in your proposal. Experience with software, computer networking, telecommunications, distributed systems, cloud infrastructure, observability, or AI-assisted network systems is strongly preferred.

Please also confirm that you personally will be the registered practitioner responsible for the work and USPTO filings. I am not looking for an unregistered patent consultant who will subsequently subcontract the signature/filing to somebody else.
For this first task, I would actually prefer fixed price: $300 for all three provisionals, excluding any USPTO fees.

SAP S/4HANA FICO Functional Consultant – ERP Integration

Company: OptiFii
Engagement: Freelance / Contract | Remote
Experience: 5+ years

About OptiFii

OptiFii is an enterprise finance automation platform focused on Accounts Payable, invoice processing, approvals, payments, reconciliation and finance workflows.

We are looking for an experienced SAP S/4HANA FICO Functional Consultant to help us integrate OptiFii with our enterprise client's SAP ERP environment.

Key Responsibilities
Understand the client's existing SAP S/4HANA FICO and AP processes.
Design and document the OptiFii ↔ SAP bidirectional data flow.
Map financial transactions and accounting entries between OptiFii and SAP.
Define mapping for:
Vendor / Business Partner
GL Account
Cost Centre / Profit Centre
PO / Non-PO invoices
Tax / GST / TDS
Payment terms
Document types
Payment and reconciliation information
Identify appropriate SAP APIs / integration objects required for the integration.
Define what data should flow SAP → OptiFii and OptiFii → SAP.
Support our engineering team with functional specifications and field-level mapping.
Participate in client calls with Finance, SAP and IT teams.
Support testing, UAT and go-live.
Ideal Candidate
5+ years of SAP FICO experience with strong SAP S/4HANA exposure.
Strong knowledge of FI, AP, GL, CO and accounting entries.
Experience with SAP integrations, APIs, OData, CPI or BTP is preferred.
Understanding of Indian GST and TDS is preferred.
Experience with AP automation, invoice processing or ERP integrations is a strong advantage.
Good communication skills and ability to work directly with enterprise clients and technical teams.
Expected Deliverables
OptiFii ↔ SAP process/data-flow document
SAP FICO field mapping
Accounting-entry mapping
Integration/API requirements
Functional specifications
Test cases and UAT support
To Apply

Please share:

Total SAP FICO & S/4HANA experience
Relevant SAP integration projects
Experience with AP/invoice automation
Experience with SAP APIs/CPI/BTP
Availability and hourly/project rate

Please apply only if you have hands-on SAP S/4HANA FICO functional and integration experience.

Seeking a graphic designer to help visualize conceptual data and create polished presentations for my PhD research and potential consultancy projects. The work will involve translating complex ideas into clear, engaging visuals and supporting the development of professional presentation materials. This is a part-time, ongoing opportunity for someone who can collaborate effectively and deliver high-quality design work for academic and consulting needs.

We're a small consultancy (7 people) building Airtable-based systems, integrations and AI workflows for enterprise clients in the UK and the Nordics. We're looking for one Solutions Consultant to sit between our clients and our build team.

What the role actually is

You're in front of the client. You run the discovery conversation, understand what they're really trying to solve, scope the solution, demo it, and tell them honestly when the thing they've asked for is the wrong approach.

Because we work with low-code and no-code, you build things yourself. Configuring a base, wiring up an automation, putting a working prototype in front of a client the same week they described the problem. When something gets genuinely complex, our technical team takes it from there, so you're never stuck alone with a hard engineering problem.

You're the person who makes sure we build the right thing, and who the client trusts to tell them the truth.

A normal week: client calls, scoping workshops, writing up what was agreed, demoing progress, working with our developers on what's feasible, and keeping the commercial conversation moving.

The commercial side

You're not just the technical voice in the room while someone else sells. You're part of winning the work: shaping the proposal, talking about scope and price, handling the objections that come up, and helping get to a signed yes. Once a client is with us, you're the one who spots where we could be doing more for them.

We're seven people, so nobody hands you qualified leads and waits outside. If you like being close to the deal and seeing your own work turn into signed business, that's the job.

What we need from you
Experience in a client-facing technical role — solutions consultant, sales engineer, presales consultant, technical account manager, or similar
You've run demos and discovery calls with real business buyers, not just internal stakeholders
You can hold a technical conversation and a commercial one in the same meeting

You've been close to deals closing — proposals, pricing discussions, objection handling — and you want to be closer still
You're comfortable saying "that won't work, here's what I'd do instead"
You enjoy building in low-code tools yourself, not just specifying what someone else should build
Excellent spoken English (see below — this matters more than usual)
Four things to know before you apply

1. This is a full-time position — we need your full attention. Not a side project alongside other Upwork contracts, not something you fit around an existing job. If you have other ongoing commitments, tell us now and tell us honestly what you'd do about them. We'd much rather know up front than find out three months in when a client is waiting.

Upwork only shows hourly rates, so in your proposal please tell us the monthly figure you'd expect for full-time work. Be direct about it — we'd rather find out now than after three conversations.

2. You'll need to travel to Sweden. Not often — a couple of times a year for team time and occasional client meetings. Please confirm you can do this, including that you can get the necessary travel documents.

3. We need to hear you. Record a short audio clip — 60 seconds is plenty — telling us about a project or deal you're proud of. This role is almost entirely spoken conversation with UK and Nordic clients, so reading your proposal isn't enough. Applications without audio won't be reviewed.

A short video is an even bigger plus. Start a Zoom or Loom recording and walk us through something you've built or sold, screen-share style. Rough and unedited is completely fine. We're interested in how you explain things, not your production values.

Put the link in your opening line (see below), not as an attachment.

4. Airtable experience is a clear bonus. If you don't have it, tell us which comparable tools you've worked with — Smartsheet, Monday.com, Notion, ClickUp, Make, Zapier, Retool, Power Platform, Salesforce, HubSpot, or similar low-code and SaaS platforms. Be specific about what you actually built or configured.

How to apply

Upwork only shows us the first part of your proposal in the list view. So put the important things first — it's the difference between being read and being scrolled past.

Your opening line, exactly like this:

HARBOUR — [link to your audio or video] — [your expected monthly pay]

Host the audio or video wherever is easiest for you: Loom, Google Drive, Dropbox, YouTube unlisted. Just make sure the link actually opens without us having to request access.

Then, below that, briefly:

Your current availability — are you free to start full-time, and do you have other ongoing commitments?
Whether you can travel to Sweden a few times a year, and whether you can get the travel documents for it
One example of a time you told a client their approach was wrong, and what happened
One deal you helped win, and what your part in it actually was
Which platforms you've worked with (Airtable or comparable)

We read every application that follows these instructions. We don't read the ones that don't.

We are looking for an experienced cybersecurity compliance consultant to help our company prepare for CMMC Level 2 requirements.

The consultant should have practical experience helping companies assess their current cybersecurity environment, identify compliance gaps, implement required security controls, prepare documentation, and become ready for an independent assessment.

The work will include reviewing our current IT and security environment, performing a gap assessment, developing a remediation plan, assisting our technical team with implementation, preparing policies and procedures, developing the System Security Plan, organizing compliance evidence, and performing a readiness review.

Experience with CMMC Level 2, NIST cybersecurity requirements, CUI environments, Microsoft cloud environments, identity and access management, endpoint security, logging, vulnerability management, incident response, and security documentation is preferred.

We are looking for someone with real implementation experience, not simply someone who provides templates or general compliance advice.

When applying, please describe your previous experience helping companies with CMMC Level 2 readiness, your cybersecurity compliance background, and your general approach to a project like this.

This may become an ongoing engagement as we work through assessment, remediation, implementation, documentation, and final readiness.

Entrepreneur, with multiple fast-growing consumer product company’s specializing beauty and wellness. I mainly run sales domestically and internationally, bringing in new retail accounts big and small for each brand.

We are seeking a highly organized, proactive, and AI-savvy candidate to support the brand leader across executive administration, sales, business operations, and workflow optimization.

Beyond traditional executive support, this role is ideal for someone who is highly proficient with AI tools and has hands-on experience building AI-powered workflows, automations, and systems that improve productivity and streamline recurring business processes.

The ideal candidate combines strong executive support skills with a builder mindset—someone who can identify inefficient or repetitive processes and use AI, automation, and digital tools to create practical solutions.

The executive is also looking to expand his existing two CPG businesses in the following way, with this first full time hire being the first step, and ultimately bringing in additional hires that this role will help manage as a leader to eventually grow these. Following this or concurrently:

- Opportunity to build out executive consulting business further, by bringing in new clients in the CPG space

- Launching a new CPG brand in wellness with two large influencers, so need end-to-end creation of the set up of our sales pipeline and marketing as we begin to launch this.

- A few additional side projects I would also like to do, using AI to monetize a couple additional concepts.

Have full enterprise accounts with Microsoft, Google, Chat GPT, Grok, Base44, Loveable and several others this role will work with me in and better set up. I see this opportunity as a long term, with immense opportunity to grow into a more senior role.

Key Responsibilities
Executive & Administrative Support
Manage executive calendars, scheduling, meetings, and competing priorities
Assist with business correspondence and follow-up communications. Be a leader I can count on eventually interfacing directly with customers, suppliers, and high level leadership.
Track action items and ensure timely completion of outstanding tasks
Prepare reports, documents, presentations, and executive briefings
Maintain organized digital files and confidential documentation
Provide occasional personal administrative and scheduling support including coordinating domestic and international travel, itineraries, and accommodations.

AI, Automation & Workflow Building
Build and maintain AI-powered workflows and automations that improve executive and business productivity
Identify repetitive administrative and operational processes that can be streamlined using AI
Create workflows for meeting summaries, action items, email management, research, reporting, CRM updates, data enrichment, and task management
Build AI-assisted SOPs, knowledge bases, executive reporting systems, and custom AI assistants
Connect AI with business systems using tools such as Chat GPT, Claude, Base44, Loveable, Zapier, Canva, Airtable, Notion, or similar platforms
Research and recommend new AI tools and practical applications for the existing business and for new ones launching. Including customizing AI agents to support automated workflow.

Business Operations & Creative Support
Maintain CRM records, sales spreadsheets, and operational reports
Support leadership with business research, data analysis, and special projects
Coordinate with clients, vendors, business partners, and internal teams
Improve internal processes and administrative workflows. Scrape data for new accounts, and prioritize existing relationships where we are leaving business opportunities on the table.
Assist with social media, influencer outreach, presentations, and light creative work as needed.

Ideal candidate will consistently be learning and given the opportunity to suggest, implement
and lead new projects or business opportunities. Thinking like an entrepreneur is crucial. No
task is too small, and no idea is ever off the table. Will provide additional training and
resources for candidate to learn anything they are not already proficient in.

Required Qualifications
2–5+ years of Executive Assistant, Administrative, Sales, Operations, or similar experience supporting executives or business owners

Advanced proficiency with AI tools such as ChatGPT, Claude, Loveable, Canva, Base44, Copilot, or similar.

Hands-on experience personally building AI-powered workflows, automations, assistants, or apps, websites, business systems—not simply using AI for general productivity

Experience with automation platforms, social selling, e-commerce, and brick and mortar B2B sales.

Strong proficiency with CRM systems, Excel/Google Sheets, Google Workspace, Microsoft Office, and general business productivity tools

Strong calendar, travel, reporting, documentation, and project coordination skills

Excellent written and verbal English communication, organization, attention to detail, and problem-solving skills

Proactive, resourceful, technically adaptable, and able to work independently

Experience with e-commerce, consumer products, social media, Canva/Adobe Express, or similar creative support is a major plus.

Technology & Tools
Experience with a combination of the following is preferred:

AI: ChatGPT, Claude, Base44, Loveable, Grok, Microsoft Copilot, or similar

Automation: Zapier, Make, n8n, or similar

Business Systems: CRM platforms, Airtable, Notion, project management tools

Productivity: Google Workspace, Microsoft Office Suite
Data & Reporting: Excel, Google Sheets, reporting/dashboard tools

Creative: Canva, Adobe Express, or similar
Calendar, scheduling, travel booking, and general business productivity platforms

CPG Retail Broker / Retail Business Development Consultant – Premium Raw Dog Food Brand

Company: Revival Raw Dog Food
Industry: Pet Food / CPG / Frozen Raw Dog Food
Market: United States
Engagement: Contract / Consulting
Website: revivalrawdogfood.com

About Revival Raw

Revival Raw Dog Food is a growing premium raw dog food brand focused on providing simple, high-quality nutrition using real ingredients.

Our flagship frozen raw food is packaged in convenient 2-lb tubes and built around a simple Beef, Liver & Tripe formulation with no fillers, artificial additives, or preservatives.

We currently sell direct-to-consumer and are looking to significantly expand our retail footprint throughout the United States.

The Opportunity

We are looking for an experienced CPG Retail Broker, Retail Sales Consultant, or Business Development Professional who has successfully helped consumer brands secure placement with regional and national retailers.

Our primary objective is simple:

Get Revival Raw Dog Food in front of qualified retail buyers and secure purchase orders and long-term retail partnerships.

We are especially interested in candidates with experience in pet food, pet products, frozen/refrigerated CPG, grocery, natural foods, or other premium consumer brands.

What We're Looking For

The ideal candidate will help Revival Raw with:

Developing and executing our U.S. retail expansion strategy
Identifying the best retail opportunities for our brand
Leveraging existing relationships with retail buyers and category managers
Securing introductions and meetings with qualified buyers
Presenting Revival Raw to regional and national retail chains
Helping prepare buyer presentations, sell sheets, line sheets, pricing and other retail materials
Advising us on wholesale pricing, retailer margins, distributor margins and promotional allowances
Negotiating retail placement and purchase orders
Helping navigate vendor onboarding requirements
Advising on distributors and distribution strategy when necessary
Following up with buyers and moving opportunities through the sales pipeline
Supporting initial launches, reorders and expansion into additional locations/regions
Target Retail Channels

We are interested in expanding into:

Pet Specialty Retailers • Independent Pet Stores • Regional Pet Chains • Grocery Chains • Natural/Organic Grocery • Premium Specialty Retail • Regional & National Big-Box Retail

We are open to both regional rollouts and larger national opportunities.

Ideal Candidate

We are NOT looking for someone who simply sends cold emails to generic retailer contact lists.

We are looking for someone who understands CPG retail sales and retail buyer relationships and can demonstrate a history of actually getting products onto retail shelves.

Strong candidates should have:

Proven CPG retail sales or brokerage experience
Existing relationships with retail buyers, category managers and/or distributors
Experience taking emerging brands from DTC into retail
Experience securing buyer meetings and purchase orders
Understanding of wholesale pricing, margins, promotions and retail economics
Experience with pet products or food/beverage is highly preferred
Experience with frozen or refrigerated products is a major plus
Ability to advise our team strategically while also actively pursuing accounts
When Applying, Please Answer These Questions

1. What CPG brands have you personally helped get into retail stores?

Please provide specific examples and the retailers you helped secure.

2. Which U.S. retailers, distributors or category buyers do you currently have relationships with?

3. Do you have experience specifically within pet food, pet products, frozen food or refrigerated CPG?

4. Have you helped a DTC/e-commerce brand transition into regional or national retail? Please explain.

5. Are you personally responsible for buyer outreach and introductions, or would this be handled by another person/team?

6. How would you approach getting Revival Raw into its first 100–500 retail locations?

7. What compensation structure do you typically work under: monthly retainer, commission on purchase orders, project fee, or a combination?

What Success Looks Like

We want to build a long-term relationship with the right individual or team.

Success would mean establishing a strong pipeline of qualified retail buyers, securing purchase orders, expanding into new retail locations, generating reorders, and ultimately building Revival Raw into a nationally recognized premium raw dog food brand.

Please do not apply if your experience is primarily digital marketing, social media management, lead generation, or generic cold outreach.

We're specifically looking for someone with real CPG retail placement experience and established relationships within the retail industry.

Cerco un avvocato contrattualista iscritto all'Albo per la revisione legale del mio Contratto quadro di consulenza energetica.

Il contratto è redatto in italiano ed è suddiviso in 6 moduli distinti per una lunghezza totale di 18 pagine strutturate in:
Modulo A: Modulo d'ordine
Moduli B, C, D: Condizioni particolari di 3 servizi specifici
Modulo E: Condizioni Generali di Contratto (CGC)
Modulo F: Informativa Privacy (GDPR)

Dettagli dell'incarico:
Verificare la validità legale e la chiarezza del Contratto e delle clausole inserite.
Verificare la coerenza tra Condizioni Generali e Particolari.
Restituire il documento riportante le modifiche da implementare fornendo un feedback sulle criticità riscontrate.

Collaborazione a breve termine. Richiedo preventivo a prezzo fisso per l'intero incarico.
Grazie e buon lavoro.

I am looking for a qualified contract attorney (admitted to the Bar in Italy) for the legal review of my Master Consulting Agreement in the energy consulting sector.

The contract is written in Italian, spans 18 pages in total, and is structured into 6 distinct modules:
Module A: Order Form (Modulo d'ordine)
Modules B, C, D: Particular Conditions for 3 specific services (Condizioni particolari)
Module E: General Terms and Conditions / GTC (Condizioni Generali di Contratto)
Module F: Privacy Policy / GDPR (Informativa Privacy)

Scope of Work / Key Deliverables:
Review the legal validity, enforceability, and clarity of the contract and its underlying clauses.
Ensure full consistency between the General Terms and Conditions and the Particular Conditions.
Provide the document with redlines/tracked changes and deliver feedback on any critical issues or legal risks identified.

This is a short-term project. Please provide a fixed-price quote for the entire scope of work.
Thank you, and I look forward to your proposals!

We are seeking an experienced real estate appraiser or development-land valuation consultant to independently review several valuation analyses involving approximately 100+ acres of residential/development land in the Lehigh Valley, Pennsylvania market.

The ideal consultant must have demonstrated experience valuing raw and partially entitled residential development land, subdivisions, easements, and development land on a per-buildable-unit ($/unit) basis. Experience analyzing residential development economics, entitlement-stage adjustments, and developer returns is also strongly preferred.

Primary Scope

1. Residential Land Value per Unit ($/Unit)

Establish reasonable market land values per buildable unit for residential development land in the Lehigh Valley, primarily:

* Single-family detached homes
* Townhomes
* Higher-density residential development TBD

The analysis should rely on local comparable land transactions, appraisal data, development-land sales, and professional market experience.

Prior Land Sale — Contracted vs. Market $/Unit

The consultant must independently evaluate a prior 80+ acre residential development-land sale involving adjoining property and compare the actual contracted land value per unit ($/unit) against independently determined market-supported $/unit values for the applicable residential product types, including single-family homes, townhomes, and multifamily/apartments.

The objective is to determine whether the property was sold below market value and, if so, quantify the discrepancy. The consultant must also evaluate whether differences between the contracted and market values can reasonably be explained by legitimate factors such as entitlement status, zoning, infrastructure requirements, development stage, property constraints, product mix, or other transaction-specific factors. Relevant sales, zoning, development, and property documents will be provided for review.

2. Open-Space / Easement Valuation

Value the a large acreage of open-space land contribution/easement that allowed an adjacent residential project to achieve substantially greater development density.

We are particularly interested in three valuation approaches:

Contributory value — value of the additional development capacity/density enabled by the contributed land
Replacement value — market cost/value of obtaining substitute acreage, open space, or development rights
Diminution / before-and-after value — reduction in value of the property subject to the easement or development restrictions

The consultant should be comfortable determining which methodologies are professionally supportable and identifying potential overlap or double counting between approaches as well as using market-supported land $/unit and other appropriate valuation evidence to value the easements.

3. Remaining Residential Development Land

Provide a high-level valuation of a remaining residential development area containing approximately 50 planned single-family and townhome units.

We want to understand current as-is market value to a residential developer and how land $/unit changes based on development/entitlement stage, such as:

Raw / As-Is → Conditional or Partially Entitled → Approved → Ready-to-Build

The consultant should consider remaining entitlement costs, infrastructure requirements, development risk, timing, and local developer return requirements.

4. Developer Economics / Residential Market Analysis

We also need someone who understands the economics behind residential development, including:

* Finished home selling prices in the Lehigh Valley
* Hard and soft development costs
* Site/infrastructure costs
* Construction cost per unit
* Developer/builder margins and required returns
* NAHB development/building cost and profit benchmarks
* Effect of density and lot size on finished-home pricing
* Potential premiums for larger lots / lower-density development
* Golf course, open-space, and planned-community premiums

This is primarily a **high-level market reasonableness analysis**, not a detailed construction cost estimate.

5. Assemblage / Infrastructure / Other Easements

At a higher level, evaluate whether additional value may arise from:

* Golf course and open-space integration
* Existing commercial or other buildings that may be improved/redeveloped
* Assemblage with surrounding development
* Road/access easements
* Sewer and utility easements
* Stormwater or drainage rights
* Shared infrastructure and other development efficiencies

Ideal Background

We are primarily looking for someone with:

*MAI/appraisal or strong real estate valuation background
* Significant experience with raw land and residential development land
* Experience valuing land using $/buildable unit, not simply $/acre
* Knowledge of subdivision and residential development economics
* Familiarity with highest and best use, contributory value, replacement/substitution value, and before-and-after/diminution analysis
* Ability to research and support Lehigh Valley / Pennsylvania market land values
* Ability to review existing Excel valuation models and independently validate, modify, or replace assumptions

Experience with litigation support, expert reports, or defensible appraisal analyses is a major plus.

We already have extensive Excel models, property information, development plans, unit counts, zoning/entitlement information, and preliminary valuation research. The objective is not to build everything from scratch, but to independently test the major assumptions and provide supportable market values or reasonable valuation ranges.

When applying, please briefly describe your experience with residential development-land valuation, $/unit analysis, easement valuation, and developer economics, particularly any work in Pennsylvania or comparable Northeast/Mid-Atlantic markets.

Looking for an Microsoft Entra, Intune and Azure expert for cloud consulting on deployment, best practices, baselines, security hardening of access, data retention, and Azure architecture improvements with Cloudflare security.

This is a training and advisory job to guide us, optimize the setup and answer technical questions, so the initial work is all done via video calls with screenshare. Follow-up work may include the contractor executing projects in the backend.

Microsoft Entra ID: Conditional Access policy design, Privileged Identity Management (PIM), sign-in/risk policies, custom roles, administrative units, least-privilege admin access structure.

Microsoft Intune: security baseline deployment (Windows and mobile), compliance policies, configuration profiles aligned to Microsoft/CIS best practices

Azure architecture review: network topology cleanup, network security, recommendations, integrate Cloudflare Zero Trust.

Microsoft Partner: Delegated admin, GDAP review and setup.

Ideal times for work session are weekends. Would like to start as soon as possible. This can lead to a long-term engagement.

We are looking for an independent Chinese professional, preferably with a Western‑oriented mindset, who has real experience negotiating with companies inside China’s cross‑border e‑commerce ecosystem. This project requires strong commercial negotiation skills, deep understanding of the Chinese market, professional communication abilities, and direct experience interacting with agencies, brokers, BD managers, and service providers who work with Chinese sellers selling internationally.

This is not an employee role, not an assistant position, and not a generic recruiter task. We are looking for a commercial negotiator capable of identifying, contacting, presenting, convincing, and closing collaboration agreements with 10 Chinese cross‑border e‑commerce agencies. These agencies may be medium or large, but they must be active in supporting Chinese sellers who sell internationally on platforms such as Amazon, Shopify, Walmart, AliExpress, Temu, eBay, MercadoLibre, and others.

The main objective of this project is to close formal collaboration agreements with 10 relevant agencies. This involves identifying the right decision‑makers inside each company (BD managers, partnership managers, sales directors, commercial leads, etc.), establishing professional communication, presenting our project clearly and convincingly, answering questions, handling objections, and ultimately securing a confirmed collaboration. The professional must deliver verifiable evidence of each closed agreement, including the contact’s name, role, company, written confirmation, and any additional information that proves the validity of the deal.

This project requires a solid understanding of China’s cross‑border ecosystem. The agencies we are targeting typically offer services such as marketing, account management, logistics, international expansion, seller incubation, consulting, branding, operations, compliance, VAT/IVA, storefront management, PPC, and more. Therefore, it is essential that the professional has prior experience interacting with these types of companies and understands how their business models, internal structures, and decision‑making processes work.

The ideal candidate has real experience negotiating with Chinese companies, preferably in Shenzhen, Guangzhou, Foshan, Dongguan, or any city within Guangdong province, as this region is the core of China’s cross‑border e‑commerce industry. It is also crucial that the professional uses WeChat professionally, since most commercial communication in China happens through this platform. WeChat usage is mandatory for this project.

The professional must be able to work independently, without constant supervision, and must be capable of delivering concrete results. We are not looking for leads, lists, unverified contacts, or superficial information. We are looking for closed agreements. Each agreement must be real, verifiable, and supported by clear evidence. The professional must be able to present our project convincingly, adapt to different communication styles, handle objections, and close deals professionally.

This project is results‑oriented. We are not looking for someone who simply sends outreach messages without strategy. We need a negotiator who understands how Chinese agencies operate, how they make decisions, what types of proposals they accept, and how to present a project in a way that generates real interest. The professional must be able to quickly identify which agencies are relevant, which have collaboration potential, and which should be discarded.

The work includes:
– Identifying relevant agencies within China’s cross‑border ecosystem
– Contacting commercial decision‑makers, BD managers, and partnership managers
– Presenting our project professionally and clearly
– Negotiating basic collaboration terms
– Handling objections and questions
– Closing agreements with 10 verified agencies
– Delivering clear evidence of each closed deal
– Maintaining continuous communication during the process
– Providing periodic progress reports

Mandatory requirements:
– Chinese professional with excellent Mandarin communication
– Good English level to communicate with our team
– Western‑oriented mindset or experience working with international companies
– Real experience negotiating with agencies, sellers, brokers, or cross‑border service providers
– Knowledge of the cross‑border e‑commerce ecosystem
– Professional use of WeChat
– Ability to work independently
– Ability to deliver verifiable results
– Strong negotiation and deal‑closing skills
– Understanding of how Chinese agencies operate and make decisions

This is a medium‑scope project, clearly defined and focused on concrete results. It is not an administrative task or superficial research work. It is a commercial project requiring real negotiation, communication, and closing abilities. We are looking for a professional who can deliver real agreements, not just contacts or initial conversations.

We are seeking an experienced Microsoft 365 Managed Services Consultant to support an upcoming client engagement involving Microsoft 365 administration, monitoring, reporting, security review, endpoint management, collaboration platforms, and backup/recovery support. The ideal consultant will have hands-on experience supporting organizations with Microsoft 365 environments, including transition support, ongoing managed services, troubleshooting, documentation, service reporting, and technical recommendations.

Key Experience Needed
- Microsoft 365 tenant administration and managed services
- Microsoft Entra ID identity and access management
- Exchange Online monitoring, troubleshooting, mail flow, spam/security reporting, and message trace
- Microsoft Intune / Endpoint Manager configuration, compliance monitoring, and certificate renewal support
- SharePoint Online, OneDrive, and Teams administration, usage monitoring, reporting, and issue resolution
- Microsoft Defender and Microsoft 365 security configuration reviews
- Microsoft 365 license and usage assessments
- Backup and recovery monitoring, preferably including Veeam and/or System Center Data Protection Manager
- Documentation, service reporting, issue tracking, and client-facing communication
- Experience supporting public sector, transportation, municipal, government, or regulated environments is preferred

Requirements
- At least 5 years of relevant Microsoft 365 managed services experience preferred
- Ability to provide at least 5 professional references for similar Microsoft 365 or managed services work
- Strong written communication skills for reports, documentation, and recommendations
- Ability to participate in interviews and provide a summary of relevant past project experience
- Relevant Microsoft certifications are preferred but not required

Hello we are a small but growing brand and we need to improve conversion on our Shopify. The design hs been done by me - I am not a designer - I used the Shopify interface and a Shopify editor. My current shopify helper is fantastic but he is not a designer and only makes the changes I ask him to make.

I need this (see below)

Shopify UI/UX Designer — BonVaya

We’re looking for a mid-level Shopify UI/UX designer to help us improve the design and conversion of our website, www.livebonvaya.com.

BonVaya sells premium pool products to primarily American homeowners ages 35–65, generally middle to upper-middle income, with families and 2+ kids.

What We Need

We want a cleaner, more polished, easier-to-shop website that better communicates our products and ultimately improves conversion.

You would:

Review our existing Shopify site and identify design/UX improvements.
Recommend ways to make the customer journey simpler and more intuitive.
Develop 2–3 design directions for us to consider.
Refine the direction we select.
Implement the approved design directly in Shopify.
Optimize the experience for both desktop and mobile.
Skills We're Looking For
2–5 years of web/UI/UX design experience
Strong Shopify experience
Strong visual design and attention to detail
Experience designing e-commerce websites
Good understanding of conversion-focused UX
Comfortable working in Figma or a similar design tool
Able to implement designs in Shopify (Liquid experience is a plus)
Good understanding of responsive/mobile design
Able to work independently and communicate design ideas clearly

We are a small company with a limited budget, so we're looking for someone practical, efficient, and hands-on rather than a large agency or senior consultant.

We are seeking an independent Odoo consultant to support our ongoing business needs and help us grow our systems over time. This is a long-term opportunity for someone who can work directly with us, understand our current setup, and provide continued support as our requirements evolve. We value consultants who can communicate clearly, take ownership of projects, and contribute to both day-to-day operations and future development plans. If you are interested in building a lasting working relationship, we would be happy to discuss our current setup, scope of work, and future goals in more detail.

We are looking for a highly experienced GTM Automation / AI Growth freelancer to help us build a scalable, technology-driven business development engine for our consulting business. We are into ESG, Renewable Consultancy.

The role will involve identifying and enriching target accounts, finding relevant decision-makers, building lead scoring and sales trigger systems, automating company research and meeting preparation, creating personalized outreach workflows, integrating everything with our CRM, and using AI to improve lead generation, follow-ups and cross-selling. You should have strong hands-on experience with tools such as Clay, Apollo, LinkedIn Sales Navigator, Zoho or similar CRMs, n8n/Make/Zapier, AI APIs, data enrichment platforms, scraping tools and workflow automation.
We are not looking for a traditional digital marketer or basic lead-generation freelancer; we want someone who has already built sophisticated B2B GTM systems and can show examples of real workflows, automations and measurable outcomes from previous projects. This will initially be a freelance engagement, with potential for a longer-term role if the fit is strong.

Sterling Literacy Consulting (SLC), a Denver-based education consulting firm working with schools, districts, and state agencies across the country, is looking for an experienced SEO and AI search optimization consultant.

We want to strengthen our traditional Google search presence while also increasing the likelihood that Sterling Literacy Consulting is surfaced when prospective clients use AI tools such as ChatGPT, Gemini, Perplexity, Claude, and other AI-powered search platforms to find literacy consultants, professional development providers, and education consulting firms.

We are looking for someone who can help us:

-Audit and improve our current SEO strategy and website performance
-Identify high-value keywords and search opportunities related to literacy consulting, Science of Reading, professional development, instructional coaching, curriculum implementation, family engagement, and related services
Improve on-page SEO, site structure, metadata, internal linking, and content strategy
-Develop a strategy for improving visibility within AI-generated search results and recommendations
-Strengthen our authority and credibility across the web so that search engines and AI platforms recognize SLC as a trusted literacy consulting provider
-Identify opportunities for backlinks, citations, directory listings, thought leadership, and other authority-building strategies
-Recommend content that answers the questions school and district leaders are actually searching for
-Help us understand how to track both traditional SEO performance and emerging AI-search visibility

Our Goal

When a superintendent, curriculum director, literacy leader, state agency, or other education leader searches questions such as:

-“Who are the best literacy consulting firms?”
-“Science of Reading consultants for school districts”
-“Literacy professional development providers”
-“Consultants who help districts implement literacy curriculum”
-“Adolescent literacy consultants”
-“Family engagement literacy consultants”

We want Sterling Literacy Consulting to increasingly appear as a credible and relevant option—whether that search happens through Google or an AI platform.

We are looking for an expert search engine, optimization consultant to assist us with ranking competitive keywords and improving visibility for related keywords. While we have had success with many keywords, there are a few which are important that are turning out to be quite challenging. Therefore, we would like a full consultation to see where our current position is and what changes need to be made in order to achieve that visibility. We are already using various tools such as ahrefs semrush etc so we have our own account to view most major metrics.

We’re looking for an experienced editorial designer to turn a ~60-page research report into a polished, engaging digital publication.

The report explores the relationship between academic achievement and wellbeing in girls aged 14–18, based on interviews with 24 students across Australia and the US. It covers themes including academic pressure, perfectionism, sleep, peer comparison, school culture and what it means for girls to genuinely thrive.

This is the first substantial piece of research published by Many Roads, so we want the finished report to feel thoughtful, credible and genuinely worth reading. The ideal direction is something with the authority and polish of a strong consulting/research report, but less corporate, more contemporary, editorial and human.

We’re looking for someone who can bring strong design judgement to the full publication including the cover, typography, page layouts, student quotes, research findings, approximately two custom exhibits/diagrams, and supporting visual assets.

The final deliverable will be a professionally designed PDF optimised for on-screen reading, aimed primarily at school leaders, educators, parents and students.

Please share a few examples of relevant editorial, research or long-form report work, along with your availability, estimated hours/fee and a brief sense of how you would approach the project.

We’re very open to creative input and would love a designer who can help make the report feel distinctive rather than like a standard education publication.

We are looking for a USA-based business partner / JV partner to collaborate with our development team on software and technology projects targeting the US market.

This is intended to be a long-term partnership, not a one-time project.

What We Are Looking For

We are looking for someone based in the USA who can help us with:

Finding and communicating with US clients
Business development and lead generation
Understanding US customer requirements
Client meetings and communication
Building long-term client relationships
Helping identify new business opportunities
Representing our technology/development team in the US market

Our team can handle the software development, technical implementation, UI/UX, maintenance, and ongoing support.

Ideal Partner

You should:

Be located in the USA
Have experience in business development, sales, consulting, or technology
Have good communication and relationship-building skills
Understand the US business/technology market
Be interested in building a long-term JV relationship
Be comfortable working on a performance/revenue-sharing basis
Partnership Model

We are open to discussing different JV models depending on experience and contribution.

The partnership can be based on:

Revenue sharing
Project-based commission
Joint business development
Long-term strategic partnership

We are flexible and would like to discuss the best structure with the right partner.

I'm looking for a skilled designer-writer to create a polished 12-page company profile for a start-up or specialized boutique private equity consultant. Deliverables include a polished brand story, a unified layout, expert typography, unique images, and succinct case summaries. conveys knowledge, services, team credentials, and client value through effective narrative, strategic positioning (target market), and attention to design consistency. The final product must be a high-end institutional investment standard periodical that maintains a strong EMEA character while being sophisticated, self-assured, discrete, and globally relevant. Final files include an editable source and a print-ready PDF. To guaranty an attractive, market-ready profile, timely delivery and iterations are anticipated.

Hi, I’m looking for an experienced Wix/Wix Studio developer initially as a **consultant/advisor** for an ongoing website project.

We already have a Wix Premium plan. Initially, the website was built in Wix, but we were not satisfied with the design. We then hired another developer who built a more professional custom website using GitHub/custom code. He is now planning to connect this website to our Wix domain and has created a setup where certain content (such as Portfolio and Testimonials) can be managed through Wix CMS, while many other sections remain static and require code-level changes.

Our concern is the **long-term maintainability and Wix integration**. We want to understand whether this current architecture is the right solution for us, particularly regarding:
• How much of the website we can independently edit/manage through Wix
• Wix CMS, CRM, Forms, Marketing & Automation integration
• SEO, Analytics and other Wix business tools
• Future scalability and adding new pages/landing pages
• Developer dependency and ownership/maintenance
• Whether we should continue with the current custom/GitHub approach, modify it, or rebuild the website properly in Wix/Wix Studio

### Initial role:

I’d like you to **review the current setup, understand the architecture, identify its limitations, and advise us on the best approach** for our business.

Initially, this would be a paid consultation/advisory role. Based on your assessment, we may then decide whether to hire you for the actual Wix development/restructuring work.

If this is within your expertise, please let me know your consultation fee and what information/access you would need to evaluate the current setup.

Thank you.

Looking for a licensed veterinarian to review the formula for a new dog dental supplement (a daily powder addressing plaque, tartar, and fresh breath) and serve as our featured vet consultant on Amazon and Shopify product pages.

Deliverables:

Review of our full ingredient list and dosing (will be shared upon starting)
A short, original quote about the formulation approach, in your own words
A headshot for use on our product pages (with a dog, if available)
Your name and credentials (DVM, any board certifications) to be listed alongside your quote
Later (once our first physical production sample is ready, ~3-5 weeks out): a brief follow-up review/feedback based on hands-on use

What I'm looking for:

A licensed veterinarian (any country) comfortable being named and their photographed used as a paid brand consultant
Clear, concise writing — the quote will be customer-facing, so it should read naturally, not overly clinical
Someone who can turn around the initial review and quote within a week or two of starting

How I work: I communicate primarily through Upwork messages, I'll share full formula details upfront, and I'm happy to answer any questions about the product or brand before you commit. This is a one-time engagement to start, with a possible follow-up once the physical sample is ready.

I’m seeking an experienced technical consultant to provide guidance and oversight for a data centre move. I’m already managing the project and coordinating technical teams, but I need someone who can help me understand and navigate the technical aspects, including DMZ, F5/load balancers, NTP, Core/SD-WAN, and related network infrastructure. This role is not about taking over the project, but rather acting as a technical sounding board, helping identify risks and dependencies, and guiding me through key considerations and questions to ask the technical teams.

International Board of Skills & Development (IBOSD) – UK Ltd. is expanding its international portfolio of professional and skills-based programmes.

We are seeking experienced Subject Matter Experts (SMEs) & Technical Verifiers for a long-term professional association with our six specialist Schools.

This is not primarily a course-writing assignment. IBOSD will normally provide substantially developed or near-final courseware. The selected SME will independently review the programme for technical accuracy, professional relevance, practical applicability and alignment with the stated learning outcomes.

The role requires minimal routine time commitment and is suitable for experienced professionals, consultants, academics and senior industry practitioners interested in an ongoing international professional association.

Six IBOSD Schools

We are currently seeking one principal SME/Technical Verifier for each of the following Schools:

1. School of Sustainability, ESG & Climate
ESG, sustainability, climate change, GHG accounting, carbon management, sustainability reporting, responsible business and related areas.

2. School of Industry & Operational Excellence
Industrial operations, engineering, operational excellence, process improvement, quality, productivity, manufacturing, maintenance and related disciplines.

3. School of AI & Emerging Technologies
AI governance, responsible AI, AI implementation, digital transformation, automation, emerging technologies and related disciplines.

4. School of Management Systems & Organisational Excellence
ISO management systems, auditing, risk, compliance, governance, quality management and organisational excellence.

5. School of Human Performance, Safety & Leadership
Occupational health and safety, process safety, behavioural safety, human factors, leadership, professional development and workforce performance.

6. School of Business, Services & Sustainable Operations
Business operations, sales, customer service, entrepreneurship, business development, service management and sustainable business operations.

Scope of Work

The selected professional will be expected to:

review IBOSD programmes falling within their area of expertise;
verify technical accuracy and current professional relevance;
assess alignment between technical content and stated learning outcomes;
identify inaccurate, outdated, unsupported or potentially misleading content;
identify significant technical omissions;
recommend necessary corrections or improvements;
review professional terminology, technical sources, standards and frameworks where applicable;
assess whether practical activities and scenarios reflect realistic professional practice;
provide a documented technical-verification decision;
participate occasionally in periodic technical review of existing programmes; and
provide limited technical clarification to IBOSD Outreach Trainers when required.

Technical verification will normally result in one of three recommendations:

APPROVED FOR TECHNICAL RELEASE

APPROVED SUBJECT TO SPECIFIED CORRECTIONS

NOT APPROVED – TECHNICAL REVISION REQUIRED

Eligibility

Applicants should preferably have:

a relevant postgraduate degree, recognised professional qualification, chartered status or equivalent professional competence;
preferably 10+ years of relevant professional, industry, consulting, academic or technical experience;
demonstrable expertise in at least one of the six School areas;
strong knowledge of current professional practices and relevant authoritative frameworks/standards;
experience reviewing technical or professional documents;
strong professional judgement and attention to technical accuracy;
good written communication skills; and
high standards of professional ethics, confidentiality and intellectual-property integrity.

International professional experience, senior industry responsibilities, recognised certifications, publications, research, consulting experience or professional-body involvement will be advantageous.

A PhD is not mandatory. Strong senior-level professional and industry experience will be given significant consideration.

Important: Originality and Intellectual Property

IBOSD places strong emphasis on originality, source traceability and intellectual-property protection.

Applicants must not introduce copied or unauthorised material from other training providers, awarding bodies, proprietary publications, standards or third-party courseware.

Any third-party material used in proposed technical amendments must be appropriately identified.

If generative AI is materially used to prepare substantive technical contributions, this must be disclosed. The SME remains professionally responsible for verifying the technical accuracy, originality and appropriateness of all material submitted.

All IBOSD courseware, assessment systems, professional tools, templates, methodologies and other pre-existing proprietary materials remain the intellectual property of IBOSD – UK Ltd.

Nature of Association

This is an independent professional/freelance association, not an employment position.

The initial assignment will involve technical verification of programme(s) within the selected professional's area of expertise.

Successful professionals may subsequently continue as the School Subject Matter Expert & Technical Verifier for the respective IBOSD School.

The ongoing role is designed to require minimal routine time commitment, with involvement primarily when technical verification, periodic programme review or occasional professional clarification is required.

Professional terms for individual verification assignments and the continuing association will be discussed with shortlisted candidates.

How to Apply

Please begin your proposal with:

“IBOSD SME – [Name of School]”

and provide the following:

The IBOSD School for which you are applying.
Your highest relevant academic/professional qualification.
Total years of relevant professional experience.
Your principal areas of subject-matter expertise.
Relevant industry, consulting, academic or international experience.
Professional certifications or memberships, where applicable.
Previous experience reviewing, validating or developing professional training/courseware, if any.
Your LinkedIn profile or other relevant professional profile, if available.
A brief explanation of why you are professionally qualified to independently verify programmes within the selected School.

Please attach your current CV/resume.

Important: Generic proposals that do not identify the relevant IBOSD School and demonstrate specific subject-matter expertise may not be considered.

We are particularly interested in developing long-term professional relationships with credible subject-matter professionals, rather than engaging freelancers solely for one-time assignments.

Organisation: International Board of Skills & Development (IBOSD) – UK Ltd.
Engagement: Independent Professional / Freelance
Location: Remote / International
Potential Association: Long-Term

Nursing Recruitment Resourcer & Business Development Consultant – Australia
About the Role

We are a growing Australian specialist recruitment business currently focused on Nursing and Healthcare recruitment.

We are looking for an experienced and proactive Nursing Recruitment Resourcer & Business Development Consultant to help us develop relationships with Australian healthcare and aged-care organisations and build a strong nursing candidate pipeline.

This is initially a part-time freelance/contract role of 10–20 hours per week, with the potential for ongoing work and increased hours as the business grows.

Your Responsibilities
1. Business Development

You will help identify and develop potential healthcare clients, including:

Aged-care facilities
Residential aged-care providers
Private hospitals
Healthcare organisations
Community nursing providers
Disability and community care organisations

Your responsibilities will include:

Researching potential healthcare clients across Australia.
Identifying HR managers, recruitment managers and hiring decision-makers.
Building targeted prospect lists.
Contacting potential clients by professional email and telephone.
Introducing our nursing recruitment services.
Following up potential clients.
Identifying current and upcoming nursing vacancies.
Booking meetings with potential clients.
Maintaining accurate lead and CRM records.
2. Nursing Candidate Resourcing

You will also assist with building our nursing candidate pipeline.

This includes:

Sourcing Registered Nurses and Enrolled Nurses.
Identifying suitable nursing candidates.
Contacting prospective candidates by telephone and email.
Conducting initial candidate screening.
Confirming qualifications, nursing experience, location and availability.
Checking relevant registration information.
Maintaining an organised candidate database.
Coordinating interviews.
Preparing candidate profiles for client presentation.
Initial Nursing Focus

Our initial focus will be:

Registered Nurses (RNs)
Enrolled Nurses (ENs)
Aged-care nurses
Community nurses
Other nursing positions as the business expands
Ideal Candidate

We are looking for someone with:

Previous nursing or healthcare recruitment experience.
Candidate sourcing/resourcing experience.
Business development or B2B sales experience.
Knowledge of the Australian nursing recruitment market.
Excellent written and verbal English.
Strong telephone and email communication skills.
Confidence approaching healthcare organisations.
Excellent organisation and follow-up skills.
Ability to work independently and achieve agreed targets.

Australian nursing recruitment experience is highly desirable.

Experience recruiting nurses for aged care, hospitals, community care or healthcare providers will be highly regarded.

Hours

10–20 hours per week initially

Remote/flexible working arrangement.

The successful freelancer should be available during Australian business hours when required.

There is potential for increased hours and ongoing work based on performance and business growth.

Initial Paid Trial

The engagement will begin with a 2-week paid trial.

During the trial, we will assess:

Quality of healthcare leads.
Ability to identify decision-makers.
Quality of business-development outreach.
Number and quality of nursing candidates sourced.
Candidate screening quality.
Communication and professionalism.
Follow-up and organisation.
Ability to work independently.
Key Performance Areas

Success will be measured by:

Healthcare organisations identified.
Qualified decision-makers identified.
Business-development contacts made.
Meetings secured.
Nursing vacancies identified.
Registered Nurses/Enrolled Nurses sourced.
Candidates screened.
Candidates presented.
Interviews arranged.
Successful placements generated.

Quality is more important than simply generating large numbers of leads or candidates.

Practical Application Task

As part of your application, please answer this scenario:

You have been asked to win a nursing recruitment opportunity with an Australian aged-care provider that you have never worked with before.

Please explain:

How would you identify suitable aged-care organisations?
How would you find the correct HR/recruitment decision-maker?
How would you research their likely nursing recruitment needs?
How would you approach them by email or telephone?
Provide an example of the first email you would send.
How would you follow up if they did not respond?
How would you turn the conversation into a genuine nursing recruitment opportunity?

Please provide a practical, real-world answer, rather than a generic recruitment response.

Do not contact any organisation as part of this application. The exercise is hypothetical only.

To Apply

Please provide:

Your nursing/healthcare recruitment experience.
Your candidate sourcing experience.
Your business development experience.
Your experience recruiting within Australia.
Your experience communicating with healthcare organisations.
Your hourly rate.
Your availability during Australian business hours.
Your response to the practical application task above.

We are looking for someone who can develop healthcare clients, source quality nurses, conduct initial screening and help turn vacancies into successful placements.

If you are proactive, commercially minded and experienced in nursing recruitment, we would like to hear from you.

I have a Squarespace 7.1 site for my consulting business, and the homepage looks broken on certain screen sizes. Specifically, some text is overlapping the image in the hero section. I need someone to log in, review the homepage, and fix the spacing issue so it looks clean on both desktop and mobile. The rest of the site is fine, and this is only about the homepage hero section. I can share Squarespace login access once I select someone. Looking for a fast, simple fix, not a redesign. If you have fixed similar layout issues on Squarespace 7.1 before, please mention that in your proposal along with how quickly you could turn this around. If it turns out to be something bigger than expected, please flag it before starting any extra work.

BUSINESS WORKFLOW AUTOMATION PROJECT
SPECIFICATION
Email, Phone Calls, Calendar Meetings, Government Monitoring, AI Summaries & Client Activity Reporting
PROJECT OVERVIEW
We are a small professional services/government affairs consulting business seeking an experienced workflow
automation specialist to design and implement a centralized activity-tracking and reporting system.
The objective is to automatically capture business activities from emails, phone calls, calendar meetings, Microsoft
Teams, Zoom, Google Meet, government meetings, agendas, and other sources, identify the appropriate client or
clients, and place the activity into the correct client activity report.
1. EMAIL TRACKING AND CLIENT ASSIGNMENT
• Monitor designated incoming and outgoing emails.
• Recognize specific contacts, email addresses, keywords, projects, and organizations.
• Determine which client or clients the communication relates to.
• Extract date, contact, organization, client, project, subject, activity description, and activity category.
• Create an activity entry in a master Google Sheet or database and automatically populate the appropriate client
activity report.
• Prevent duplicate entries and allow manual correction when the automation is uncertain.
2. PHONE CALL TRACKING
• Capture phone calls involving specific contacts and assign those calls to the appropriate client activity report.
• Evaluate integration with iPhone/business phone logs or platforms such as RingCentral, Dialpad, Google Voice,
Twilio, OpenPhone, or another appropriate system.
• Match telephone numbers against a master contact/client database.
• Capture date, time, incoming/outgoing status, contact, organization, client, duration, and project when identifiable.
• Allow a quick post-call description or note with minimal manual effort.
• An ideal entry would read: “Telephone conference with [Contact] regarding [Project/Subject].”
3. CALENDAR, TEAMS, ZOOM, GOOGLE MEET & OTHER MEETINGS
• Review calendar events and assign appropriate meetings to the correct client activity report.
• Include Microsoft Teams, Zoom, Google Meet, in-person meetings, conference calls, client meetings, project
meetings, government meetings, stakeholder meetings, and other Google Calendar or Outlook Calendar events.
• Capture meeting date, start/end time, title, platform/location, organizer, attendees, organization, client, project,
description, calendar notes, meeting link, and activity category.
• Use participants, email addresses, titles, project names, keywords, and organizations to determine the appropriate
client/project.
• Support assignment of one meeting to multiple clients when appropriate.
Business Workflow Automation Project Specification Page 1
• Allow confirmation, reassignment, notes, exclusion of personal/irrelevant events, and duplicate prevention.
• Where feasible, use available Teams, Zoom, or Google Meet transcripts, recordings, meeting notes, or AI summaries
to create concise activity descriptions.
4. MASTER ACTIVITY DATABASE
• Maintain one centralized activity database rather than disconnected systems.
• Suggested fields: Date | Client | Project | Activity Type | Contact | Organization | Description | Source | Status | Report
Month.
• Activity types may include Email, Telephone Call, Teams Meeting, Zoom Meeting, Google Meet, In-Person Meeting,
Conference Call, Government Meeting, Stakeholder Coordination, Legislative Monitoring, Project Coordination,
Research, Correspondence, and Other.
• The master database should automatically feed individual client activity reports.
5. GOVERNMENT MEETING AND AGENDA MONITORING
• Monitor designated County Commissioners Courts, cities, Regional Mobility Authorities, TxDOT, state legislative
committees, boards, commissions, and other governmental agencies.
• Identify and retrieve newly posted agendas, meeting packets, minutes, videos, meeting notices, and supporting
documents.
• We will provide the specific governmental entities and websites to monitor.
6. CLIENT RELEVANCE IDENTIFICATION
• Determine whether a governmental meeting, calendar event, email, phone call, communication, or agenda is relevant
to one or more clients.
• Relevant topics may include transportation, drainage, infrastructure, water, right-of-way, engineering, public
involvement, economic development, legislation, procurement, RFPs/RFQs, contracts, funding, international bridges,
and other client-specific projects.
• Allow a single activity to be associated with multiple clients when appropriate.
7. AI MEETING SUMMARIES
• For relevant governmental meetings and, where available, Teams/Zoom/Google Meet meetings, create AI-assisted
summaries from agendas, packets, transcripts, recordings, videos, minutes, notes, or other records.
• Governmental meeting summaries must follow our established Summary Memorandum format consistently.
• Generate both a draft Summary Memorandum when appropriate and a shorter client activity-report description.
• Require human review and approval before AI-generated summaries are considered final.
• Store applicable memorandums in Google Drive and add approved activity to the appropriate client report.
8. CLIENT MONTHLY ACTIVITY REPORTS
• Each client should have a monthly activity report automatically collecting approved activities associated with that
client.
• Reports should include emails, phone calls, Teams/Zoom/Google Meet meetings, in-person meetings, conference
calls, government meetings, stakeholder meetings, coordination, research, legislative monitoring, project
Business Workflow Automation Project Specification Page 2
correspondence, and other approved activities.
• Make reports easy to review, edit, approve, and generate each month.
9. INTEGRATIONS & TECHNICAL ENVIRONMENT
• Preferred systems may include Gmail, Google Sheets, Google Drive, Google Docs, Google Calendar, Microsoft
Outlook, Microsoft 365, Microsoft Teams, Zoom, and Google Meet.
• Experience with Zapier, Make, n8n, Microsoft Power Automate, Google Apps Script, APIs, webhooks, and
OpenAI/ChatGPT or similar AI platforms is preferred.
• We are open to a better technical architecture if Zapier alone is not sufficient.
IMPORTANT SYSTEM REQUIREMENTS
• Easy for nontechnical staff to use and minimize manual data entry.
• Prevent duplicates and maintain a clear audit trail showing the source of each activity.
• Allow manual corrections, client reassignment, and assignment to multiple clients.
• Exclude personal or irrelevant communications and calendar events.
• Include human approval before AI-generated content becomes final.
• Scale as clients, contacts, projects, calendars, and governmental entities are added.
• Include appropriate security and access controls.
• Provide documentation so another person can maintain the system.
• All automation accounts, Sheets, databases, API credentials, workflows, source code, prompts, and documentation
created for the project must remain under our company's ownership and control.
IDEAL EXPERIENCE
• Zapier / Make / n8n / Microsoft Power Automate
• Google Workspace and Microsoft 365
• Gmail and Outlook automation
• Google Calendar and Outlook Calendar
• Microsoft Teams, Zoom, and Google Meet
• Google Sheets, Apps Script, Drive, and Docs
• OpenAI/ChatGPT API or similar AI platforms
• APIs, webhooks, and phone-system integrations
• Data extraction, AI classification, AI summarization, and web monitoring
• Government-agenda retrieval and workflow documentation
• Government, legal, public affairs, engineering, consulting, or professional-services workflow experience is a plus
PROJECT APPROACH - THREE COORDINATED PHASES
Phase 1 - Communications, Meetings & Client Activity Tracking
• Build the master contact/client/project database and master activity database.
Business Workflow Automation Project Specification Page 3
• Implement incoming/outgoing email capture and client assignment.
• Implement phone-call capture and client assignment.
• Integrate Google Calendar and Outlook Calendar, including Teams, Zoom, Google Meet, in-person meetings,
conference calls, and other calendar events.
• Automatically identify clients/projects using contacts, participants, email addresses, phone numbers, organizations,
keywords, and project information.
• Support multi-client assignment, duplicate prevention, manual review/correction, and automatic client activity reports.
Phase 2 - Government Monitoring, AI Summaries & Reporting
• Monitor designated county, city, RMA, TxDOT, legislative, and other government websites.
• Retrieve agendas, packets, minutes, videos, notices, and supporting documents.
• Use AI to identify client/project relevance and route activities appropriately.
• Create AI-assisted Summary Memorandums using our established format and shorter activity-report descriptions.
• Use available meeting transcripts or notes for Teams, Zoom, Google Meet, and other meetings where appropriate.
• Require human approval before finalization and organize applicable documents in Google Drive.
Phase 3 - Testing, Final Integration & Training
• Perform end-to-end testing, security/access review, duplicate/error testing, and refinement of client/project
assignment rules.
• Provide staff training and complete system documentation.
• Establish procedures for adding new clients, contacts, projects, and governmental entities.
• Provide final automation adjustments, ongoing maintenance recommendations, and estimated monthly support
costs.
The final objective is a single integrated system that automatically captures emails, phone calls, calendar meetings,
Teams/Zoom/Google Meet activity, and relevant governmental meetings and converts those activities into organized,
client-specific monthly activity reports with minimal manual data entry.
INFORMATION REQUESTED FROM CANDIDATES
1. Describe similar systems you have built.
2. Explain how you would architect this complete workflow.
3. Recommend whether Zapier, Make, n8n, Power Automate, Apps Script, or a combination should be used.
4. Explain how you would capture phone calls and associate telephone numbers with clients.
5. Explain how you would capture Teams, Zoom, Google Meet, in-person, and other calendar meetings and associate
them with clients.
6. Explain whether meeting transcripts or AI meeting notes can be incorporated when available.
7. Explain how you would monitor government websites and retrieve newly posted agendas or meeting information.
8. Explain how you would prevent duplicate entries.
9. Explain how you would handle one contact, email, call, or meeting that relates to multiple clients.
10. Explain how you would incorporate human approval before an AI-generated summary becomes final.
Business Workflow Automation Project Specification Page 4
11. Explain how you would protect confidential email, calendar, phone, meeting, and client information.
12. Provide your estimated project structure, timeline, pricing approach (fixed milestones or hourly), and estimated
ongoing monthly maintenance cost.
Please do not respond with a generic Zapier proposal. We are specifically looking for someone capable of designing
an integrated business workflow involving email, phone calls, calendars, Microsoft Teams, Zoom, Google Meet, Google
Workspace, Microsoft 365, governmental meeting monitoring, AI summarization, and client activity reporting.
Business Workflow Automation Project

I need help building an artificial intelligence business. The ideal freelancer should have experience in AI and business development to guide the project from concept to execution. Responsibilities include advising on business strategy, identifying opportunities, and supporting the development process. This is a part-time role for someone who can provide practical insights and help shape the direction of the business.

Hello! I'm the founder of English Planet (https://www.english-planet.com/). We are an online English learning startup dedicated to helping young, beginner to intermediate English speakers build confidence in their speaking skills. Our program is tailored for students aged 5–15 who have had at least 6 months to 1 year of prior English instruction (CEFR Pre-A1–B1 level) and need a supportive environment to transition from shy learners to confident speakers.

We are looking for a well-connected local recruitment partner or community manager based in Bangkok or another major city in Thailand. You ask that you leverage your local networks and parent communities to identify potential students, guide parents through our program philosophy, assist with scheduling, and onboard students into our free trial classes and paid subscriptions.

This is initially a one-time recruitment contract with significant potential for ongoing, multi-milestone work as you successfully bring in more students. We have resources for you to help us find clients.

-We offer students three free trial classes (3 hours on 3 different days)
-We have informational ads and marketing materials you can share through digital channels to find these students
-We have pre-class and post-class materials to help parents with their purchasing decisions

After our three free trials, we ask parents to buy our 10 class packs (350 THB a class). Each student you get to sign up we pay you $50 USD. More students, more payments.

Key Responsibilities:

Student Sourcing: Reach out to legitimate local parent networks, community groups, and connections (note: eligible students must be independent leads, not immediate family or household members). We will ask for documentation.

Parent Communication & Liaison: Act as the local point of contact to explain English Planet’s teaching philosophy, answer questions, and address parent concerns in their native language (Thai or Mandarin Chinese). Once they are onboarded, we will take it from there.

Requirements:

Location: Based in Bangkok or a major Thai city with deep roots in local families or international/bilingual school parent communities.

Language Skills: Native or fluent in Thai and/or Mandarin Chinese, with strong professional English skills to communicate smoothly with our team. Most students are Chinese or Thai, though any new students are welcome - so if you speak the relevant language, great!

Network: Demonstrated connections to parent communities, mother groups, education forums, or local youth activity networks.

Communication Skills: Empathetic, trustworthy, and clear communicator who can represent our brand philosophy with care.

Compensation Structure (Milestone-Based):

$50 USD per Successfully Enrolled Student

A payout milestone is triggered once a recruited student completes all 3 free trial classes AND officially signs up for a paid course program.

Note: Additional milestones will be opened and funded continuously for each new student you recruit.

To Apply:

Please submit a short proposal detailing:

Your location in Thailand and your background in education, recruitment, or community management.

The local parent networks or channels you plan to utilize to reach potential students (ages 5–15, CEFR Pre-A1–B1).

Any relevant experience you have in onboarding parents or students for online/after-school programs.

I’m looking for one person who currently uses or administers Wix Bookings to test a small private beta.

The beta connects selected Google Calendar busy time with Wix availability. I’m testing the first-time-user experience — not looking for development work, consulting, or a technical audit.

You’ll be asked to:

- use a non-critical Wix test site with Wix Bookings, or create/use a suitable test setup;
- connect a Google Calendar account;
- install and configure the beta from the instructions provided;
- try the core sync flow;
- tell me what is clear, confusing, or unexpected;
- screen-share during the test so I can observe the first-time experience.

Please do not apply unless you currently use or have genuine hands-on experience administering Wix Bookings.

No coding is required. The test should take roughly 20–30 minutes.

Fixed price: $20.

This is a one-person usability test. There is no ongoing work implied.