Automation Boost for Freelancers on Vollna

Hey there!

We are a YouTube Automation company and we are looking for a talented, hard-working, and experienced Script Writer to join our team. In terms of quality, we would like to take our cue from these channels:

1. https://www.youtube.com/@JunkBondInvest
2. https://www.youtube.com/@BagholderAssociation
3. https://www.youtube.com/@ThePhilosophyOfMarketing

Payment is a fixed price per finished video (8–10 minutes). We are looking for a long-term collaboration. Please do not apply if you do not have any experience. Looking forward to working with you!

Silke

ABC Trainerize Expert – Fitness Coaching Operations Specialist

Part-Time | Remote | Long-Term Opportunity

About Bring Grit Coaching

Bring Grit Coaching (BG) is a UK-based fitness coaching business offering structured strength, performance, HYROX and personalised coaching programmes.

We use ABC Trainerize to deliver training programmes, track member progress, manage accountability and provide a consistent coaching experience.

We're looking for an experienced ABC Trainerize specialist who knows the platform inside out and can help us optimise, manage and improve our coaching delivery.

This is not a general virtual assistant role. We need someone with proven, hands-on Trainerize experience.

Key Responsibilities

1. Trainerize Setup & Optimisation

- Audit our existing Trainerize setup and recommend improvements.
- Organise programmes, training calendars, groups and member profiles.
- Configure available automation features, reminders and communications.
- Improve workflows to reduce manual administration.

2. Programme Management

- Upload and manage structured 6-week training blocks.
- Maintain exercise libraries, workout instructions and programme schedules.
- Assign programmes based on membership type.
- Ensure members transition smoothly between training blocks.

3. Member Onboarding & Accountability

- Set up new members with the correct programmes, goals and tracking.
- Monitor workout completion, habits, activity and nutrition logging.
- Identify inactive members or those falling behind.
- Coordinate follow-ups with our member support team.

4. Progress Reviews & Reporting

- Track member progress and upcoming review dates.
- Prepare progress summaries for coaches.
- Monitor programme adherence and engagement.
- Help establish consistent reporting and accountability systems.

5. Systems & Process Improvement

- Develop standard operating procedures (SOPs) for Trainerize.
- Identify opportunities for automation and integration with Google Sheets and other tools.
- Troubleshoot platform issues.
- Maintain a reliable, scalable coaching delivery system.

Requirements

- Proven experience managing ABC Trainerize for a fitness coaching business.
- Advanced knowledge of programme builders, groups, calendars, habits, messaging and automations.
- Understanding of fitness coaching workflows and client accountability.
- Excellent organisation, attention to detail and communication.
- Ability to work independently and proactively identify improvements.
- Experience with Google Sheets, Zapier or other automation tools is an advantage.

What We're Looking For

We don't want someone who simply follows instructions.

We want a specialist who can understand our coaching model, identify weaknesses in our current setup and help us build a more efficient system.

Our coaching team will remain responsible for programming decisions and coaching standards. Your responsibility will be ensuring everything is correctly implemented and consistently delivered through Trainerize.

Hours & Working Arrangement

- Initially 5–10 hours per week.
- Flexible remote working.
- Long-term opportunity for the right candidate.
- Initial paid trial project before ongoing engagement.
- Hourly rate negotiable based on experience.

How to Apply

Please answer the following questions:

1. How many years have you worked with ABC Trainerize, and what types of fitness businesses have you supported?
2. Which Trainerize features are you most experienced with?
3. Have you managed programme delivery, client accountability and automated communications for a coaching business?
4. Can you provide examples of Trainerize systems or workflows you've built or improved?
5. If you joined a gym with 50–100 members following different training programmes, how would you organise Trainerize to ensure consistent delivery and minimise administration?

Please begin your proposal with "TRAINERIZE EXPERT" so we know you've read the job description.

We're looking for someone who can become a reliable long-term part of the Bring Grit operations team.

Bring Grit Coaching — People. Performance. Purpose.

I have a handful of interview-style recordings that need an expert AI touch before they go live as a podcast. The priorities are clear: strip out background hiss and room noise, lift vocal clarity, and then tighten the pacing by cutting dead air and stitching the best takes together.

In several spots the guests misspoke, so I’ll supply corrected wording for you to replace—only a few words or short phrases each time—but the inserts must sound seamless and true to the original voice. No wholesale voice changes, just subtle, natural-sounding fixes.

You’re free to lean on iZotope RX, Adobe Podcast Enhance, Descript Overdub, or any comparable AI workflow, as long as the finished audio is broadcast-ready and artifact-free.

Deliverables
• One polished WAV and high-quality MP3 per episode (roughly 30-minutes each, three episodes total).
• A concise change log noting every word or phrase you replaced.

Acceptance Criteria
Audio must sit at –16 LUFS ±1, carry no audible glitches on earbuds or monitors, and integrate the textual fixes invisibly.

Please let me know your turnaround time and share a brief sample of similar work so we can kick this off right away.

Skills: Audio Services, Music, Sound Design, Audio Production, Audio Editing, Audio Engineering, AI Audio-to-audio, AI Workflow Automation

We’re an immigration and personal injury law firm looking for a reliable remote technology partner to help improve how our systems work together and troubleshoot issues as they arise.

Our first priority is replacing our current website chatbot with a better solution. Beyond that, we’d like to build an ongoing relationship with someone we can turn to for automations, integrations, and general technical support.

**Initial project: Website chatbot replacement**

- Review our current chatbot, how it’s used, and what we need it to do.
- Recommend and implement a replacement that supports prospective client inquiries and intake.
- Connect it with the appropriate systems so inquiries reach the right place and follow-up happens reliably.
- Test the setup and provide clear documentation so we can manage it going forward.

**Other projects and support may include:**

- Building and maintaining automations that reduce manual work.
- Connecting software through APIs, webhooks, and tools such as Zapier or Make.
- Troubleshooting business phone systems, call routing, and related integrations.
- Helping with website updates and technical issues.
- Verifying that website forms, calls, and other leads are being tracked correctly so we can understand which advertising efforts generate inquiries.
- Recommending practical uses of AI that improve day-to-day operations.

**Who we’re looking for**

Someone with a strong background in APIs, systems integration, automation, and troubleshooting. You should be comfortable investigating an unfamiliar setup, explaining the options in plain English, and following an issue through to resolution.

Experience with law firms, client intake, Clio, RingCentral, website chatbots, and advertising conversion tracking is a plus. Careful handling of confidential client information is essential.

We don’t expect one person to specialize in everything, but we do need someone who can identify what they can handle directly and when another specialist is needed.

**Working arrangement**

This is an hourly, ongoing, as-needed role. Workload will vary, with specific projects and occasional troubleshooting requests. We’re looking for reasonable responsiveness during U.S. Eastern business hours and clear communication about availability and turnaround times.

We should own the accounts, integrations, and documentation for anything implemented.

**Please include in your proposal:**

1. An example of a chatbot or intake system you implemented and how it connected to other software.
2. An example of an API integration or automation you built, including how you handled failures.
3. Your experience with phone systems and lead/conversion tracking.
4. Your hourly rate, typical availability, and usual response time for support requests.

Please describe your personal role in the examples you provide.

I need a creative partner who can turn my existing workout footage, images, and brand copy into scroll-stopping, AI-enhanced short-form videos that directly promote my online fitness programs and coaching packages. The clips will live natively on Instagram Reels, TikTok, and Facebook, so they must be vertical (9:16), fast-paced, and optimized for silent autoplay with burned-in captions.

Here’s what I’m after:
• 5–7 videos per batch, each 15–30 seconds long
• Smooth AI editing or generative overlays (Runway, Pika, or similar) to add motion graphics, dynamic text, and subtle effects that match my colour palette
• A concise hook in the first three seconds, clear mid-video value highlight, and a strong call-to-action pointing viewers to my coaching sign-up page
• Royalty-free background music that fits modern fitness content
• Delivery as ready-to-upload MP4s plus the project files so I can tweak in the future

I’ll provide raw clips, brand guidelines, logos, and sample scripts; you handle AI enhancement, pacing, captions, and exporting. The final videos should feel native to each platform’s style yet consistently branded.

Acceptance criteria: resolution 1080×1920, captions fully accurate, colour codes adhered to, and each video keeps average watch time above 70% in a quick test audience.

If this sounds like your wheelhouse, let’s chat and lock in the first batch right away.

Skills: Video Services, Animation, After Effects, Motion Graphics, Video Editing, AI Content Creation, AI Automation, AI Video Editing

AI Automation Expert | Data Science, Machine Learning & AI-Powered Workflows

Project Overview

We are looking for a skilled **AI Automation Expert with strong experience in Data Science, Artificial Intelligence (AI), and Machine Learning (ML)** to design, develop, and implement intelligent automation solutions that streamline business operations, reduce manual work, and improve decision-making.

The ideal candidate should be able to understand real-world business challenges and translate them into practical, scalable AI-powered solutions. You should have hands-on experience building automation workflows, integrating AI models and third-party APIs, processing and analyzing data, and deploying machine learning solutions that deliver measurable business value.

Key Responsibilities

**1. AI-Powered Workflow Automation**
- Design and build intelligent workflows to automate repetitive, time-consuming business processes.
- Connect different applications, databases, APIs, and business tools to create seamless automation pipelines.
- Use AI to automate tasks such as document processing, data extraction, classification, summarization, report generation, and information handling.
- Identify opportunities to replace manual processes with reliable, efficient automation systems.

2. AI Agents and Large Language Models (LLMs)
- Develop AI agents and AI assistants that can understand requests, retrieve information, and perform specific tasks.
- Integrate LLMs such as OpenAI GPT and other suitable AI models into business workflows.
- Build retrieval-augmented generation (RAG) systems that allow AI applications to answer questions using company documents, databases, or internal knowledge bases.
- Implement appropriate safeguards, validation, and error handling to improve the reliability of AI-generated outputs.

**3. Data Science and Machine Learning**
- Collect, clean, transform, and analyze structured and unstructured data.
- Develop predictive models for forecasting, classification, customer behavior analysis, anomaly detection, and other business use cases.
- Apply statistical analysis and machine learning techniques to identify patterns, trends, and actionable insights.
- Evaluate model performance, improve accuracy where appropriate, and prepare models for practical deployment.

**4. API Integration and System Development**
- Integrate AI services, external APIs, databases, CRMs, and other business applications.
- Build automation pipelines using tools such as n8n, Make, Zapier, or Python-based solutions, depending on project requirements.
- Develop custom scripts and backend components where standard automation tools are insufficient.
- Ensure workflows are maintainable, secure, scalable, and properly documented.

**5. Testing, Optimization, and Deployment**
- Test workflows and models against real-world scenarios.
- Monitor performance, troubleshoot errors, and optimize execution speed and cost.
- Implement logging, exception handling, and human approval steps where necessary.
- Document the solution and provide guidance for ongoing maintenance and future improvements.

## Required Skills and Experience

- Strong practical experience in AI automation and workflow development.
- Solid knowledge of Data Science, Machine Learning, and statistical analysis.
- Proficiency in Python and relevant libraries such as pandas, NumPy, scikit-learn, or similar tools.
- Experience working with LLM APIs, prompt engineering, and AI application frameworks.
- Experience integrating REST APIs, webhooks, databases, and third-party services.
- Familiarity with automation platforms such as n8n, Make, or Zapier.
- Understanding of data cleaning, model evaluation, testing, and deployment.
- Strong analytical and problem-solving skills, with the ability to translate business requirements into technical solutions.

## Nice to Have

- Experience building AI agents, RAG pipelines, and document-processing systems.
- Familiarity with vector databases and embedding models.
- Experience with cloud platforms, Docker, and deploying AI applications.
- Knowledge of business intelligence, forecasting, and predictive analytics.
- Experience integrating AI solutions with CRM, ERP, marketing, sales, or customer-support systems.
- Understanding of data privacy, security, and responsible AI practices.

Expected Deliverables

Depending on the project scope, deliverables may include:

- A working AI automation workflow or AI-powered application.
- Integrated APIs, AI models, and relevant business systems.
- A predictive model or data analysis pipeline, where required.
- Testing results and performance documentation.
- Technical documentation, setup instructions, and handover support.

How to Apply

Please include the following in your proposal:

1. A brief overview of your experience with AI automation, Data Science, and Machine Learning.
2. Examples of similar projects you have completed, including your specific contribution and the results achieved.
3. The technologies and tools you would recommend for this type of work.
4. Your approach to understanding business requirements and developing a reliable solution.
5. Your availability, estimated timeline, and preferred pricing model.

We value practical problem-solving, clear communication, and solutions that deliver measurable business outcomes. We are interested in building reliable AI systems that solve real problems—not just prototypes or demonstrations.

Please share relevant portfolio projects or GitHub repositories where available.

AI Phone Ordering Agent for Restaurant (Twilio + Kitchen Printer Integration)

We’re an Australian air-conditioning cleaning business using GoHighLevel for leads and customer communications, ServiceM8 for jobs and scheduling, and Zapier for some existing connections.

We need an experienced specialist to simplify the system so our sales and operations teams can work together without constantly switching systems, duplicating updates or losing customer context.

Our infrastructure is already running. We need an experienced specialist to simplify and improve our existing workflows, not rebuild everything.

Priorities are clear team ownership, customer notes, state / city based views, reliable follow ups and accurate ServiceM8 status updates. AI chatbot work is outside the initial scope.

We want someone who can start immediately, recommend a practical setup and implement it, not just give advice.

1. Simplify GoHighLevel
- Review our existing pipelines, fields, tags, automations and integrations.
- Organise leads and jobs by state, city and service area.
- Recommend whether one pipeline with filtered views or separate pipelines best suits our workflow.
- Make customer conversations, notes, ownership and next actions easy to find.
- Route enquiries and tasks to the correct salesperson or operations coordinator and make it clear if lead form is a different price (we split test offers).
- Create clear handovers between shifts so customers don’t have to repeat themselves.
- Fix follow-up sequences so they stop or change appropriately when customers reply, book, cancel or request later contact.

2. Connect ServiceM8 properly
- Review and repair our existing Zapier connections; use APIs/webhooks where appropriate.
- Link the correct GHL customer/opportunity to the correct ServiceM8 job.
- Keep relevant booking details, technician assignment and job status consistent.
- Prevent duplicate records and incorrect stage changes.
- Distinguish a provisional job from a confirmed appointment.
- Handle rescheduling, cancellation, completion and payment status separately.
- Provide alerts when an integration fails or a booking needs attention.
Our current problem: creating or tentatively scheduling a ServiceM8 job can mark the lead as booked in GHL before the appointment is genuinely confirmed. We need this corrected. In addition, due to service m8 limitations , we will require multiple accounts for different state / citys, so it adjust based on timezone and staff availability.

3. Optional second milestone: AI messaging and booking
We can provide our approved scripts, pricing, service rules and real customer conversations.

We want an AI assistant that:
- Uses our approved information and communication style.
- Collects the customer’s suburb, unit quantities and availability.
- Uses relevant customer notes and previous conversation context.
- Checks the correct ServiceM8 calendar and service area, where technically supported.
- Uses correct cleaning durations and travel buffers.
- Books only within approved rules and confirmed availability.
- Hands uncertain requests, complaints, refunds and exceptions to a person.
- Pauses appropriately when a staff member takes over.
Important: our contractors sometimes provide only provisional availability. The AI must not treat an empty calendar as guaranteed availability or confirm an unaccepted contractor booking.

Please explain whether you recommend native GHL Conversation AI or another integrated solution, why, and the ongoing costs. Flag any ServiceM8 limitations before proposing a build.

Our team structure
- Sales: new enquiries, calls, quotes, follow-ups and booking requests.
- Operations/admin: contractor confirmation, dispatch, cancellations, rescheduling and customer support.
- Owners: escalated complaints, refunds and exceptions.

What we expect
- A practical setup our staff can use easily.
- Existing data and workflows preserved before changes.
- Testing with employee and contractor bookings, cancellations, rescheduling and shift handovers.
- A short walkthrough recording and simple operating instructions.
- Clear documentation of integrations, subscriptions and ongoing costs.
- All accounts and automation assets remain under our control.

**Project: AI-Powered Content Automation Using n8n**

We are looking for an experienced n8n developer to build a fully automated AI content creation system for two brands: CHANTY and ADUMI.

**Project requirements:**
- Generate 20 unique content ideas per brand daily using Claude AI.
- Automatically produce up to 5 videos per brand daily using Creatify.
- Save all content to Google Drive and track it in Google Sheets.
- Send videos to Telegram for approval or rejection.
- Automatically schedule approved videos on Facebook, Instagram and TikTok via Metricool.
- Connect Meta Ads data to analyze ROAS, CTR and winning creatives.
- Use performance data to continuously improve future content.
- Support multiple brands and languages.

**Goal:** A reliable, scalable system requiring no more than 10 minutes of manual work daily.

We already have n8n experience but need a professional developer to handle implementation.

We operate five businesses and are looking for a long-term automation partner.

Please provide your **best fixed price, estimated delivery time, and expected monthly operating costs**.

The full technical brief is attached.

Custom CRM/ERP Developer or Platform Implementation Specialist – Electrical Manufacturers' Rep Agency (Sales, Project, Commission & Revenue Tracking)
About Us
New England Solutions Group (NESG) –
mynesg.com
– is an independent electrical manufacturers' representative agency based in North Andover, MA, serving all of New England. We represent electrical manufacturers across four main areas:

Electrical power: switchgear, transformers, bus systems, power-quality equipment

Lighting and controls: networked controls, LLLC, sports, roadway, and hazardous-location lighting

Electrification: EV charging, heat pumps, smart panels

Efficiency consulting: energy audits, campus standardization, PPAs, utility incentive guidance

As a rep agency, we don't buy or resell product. We find the opportunity, influence the specification, quote the job, and support it until it's delivered. The manufacturer then pays NESG a commission, often months after the order ships. Our line card has 60–150 manufacturers. Each has its own commission rates, split rules, and payment schedules. Standard CRM setups don't handle this well, so we need a CRM/ERP system built for how a rep agency actually works.

Project Goal
Design, build, and launch a complete CRM/ERP system that covers the whole lifecycle in one place:

Specification / Lead → Opportunity & Quote → Bid / Award → Purchase Order → Project Management & Delivery → Closeout → Commission & Revenue Realization

Platform Options (Open to Recommendations)
We have not picked a platform. We're open to either of these:

A fully custom CRM/ERP: A web-based application built specifically for NESG

An existing platform configured and customized for us: For example Salesforce, Microsoft Dynamics 365, Zoho CRM/Zoho One, Odoo, HubSpot, NetSuite, or software made for manufacturers' rep agencies

In your proposal, tell us which approach you recommend and why. Include the trade-offs in cost, flexibility, ongoing fees, and long-term maintenance.

If you propose a custom build, it must include:

Full ownership by NESG of the source code, database, and all data, with no vendor lock-in

Cloud hosting (AWS, Azure, Google Cloud, or similar) that you recommend and set up in an account NESG owns

A web interface that works on mobile phones and tablets for outside sales in the field

Secure login, user roles and permissions, automatic daily backups, and an audit log of changes

An API, and the ability to export all data to Excel/CSV

Technical documentation and a code repository (for example GitHub) handed over to NESG

Your proposed tech stack, and why it suits a project like this

If you propose an existing platform, include:

The edition and number of licenses needed, plus any add-ons or marketplace apps

How the platform will handle the commission engine, milestone schedules, and the three-level account hierarchy described below. Point out any parts that would need custom development.

Scope of Work
1. Account & Contact Architecture (Multi-Party Relationships)
A single electrical project usually involves several companies, each playing a different role. The data model needs to support:

Account types: End users/owners (industrial, institutional, municipal, campus, healthcare, commercial), electrical contractors, distributors (with branch-level hierarchy), engineering/specifying firms, general contractors/construction managers, utilities, architects/lighting designers, facility teams, and manufacturers (our principals).

Three-level account hierarchy (Grandparent → Parent → Child): Many of our customers sit inside larger corporate structures, and we need to see activity at every level. Examples:

Distributors: National corporate HQ (grandparent) → regional division or district (parent) → local branch (child)

End users: Corporation, university system, or health network (grandparent) → campus or site (parent) → building or facility (child)

Contractors and GCs: Holding company (grandparent) → operating company (parent) → regional office (child)

Engineering firms: Corporate firm (grandparent) → regional office (parent) → department or studio (child)

Hierarchy requirements:

Opportunities, POs, bookings, and commissions roll up automatically from child to parent to grandparent

Reports and dashboards can be filtered or totaled at any level (for example, total business with one national distributor across all its New England branches)

A visual hierarchy view on each account record

Contacts can be tied to the correct level (for example, a corporate purchasing manager vs. a branch counter salesperson)

Support for national or corporate pricing and agreements set at the grandparent level and passed down to the branches

Rules that keep the hierarchy clean when new branches or sites are added, and stop duplicate accounts from being created

Contacts with roles: Specifier, purchasing agent, PM, estimator, counter sales, facilities manager, and so on. Contacts must be able to move between companies without losing their history.

Opportunity/project roles: One project should link to several accounts (owner, engineer of record, GC, winning electrical contractor, distributor of record, and competing bidders), each tagged with its role.

Relationship and influence tracking: Which engineers specify which manufacturers, and which contractors buy through which distributors.

2. Manufacturer (Principal) & Line Card Management
A record for each manufacturer/principal: product categories, territory, contract dates, contacts (regional manager, inside sales, customer service), and portal links.

Commission structures stored per manufacturer, including:

Different rates by product category, order size, or market (for example, a lower rate on stock/distributor orders and a higher rate on project/quoted orders)

Specification and split commissions: credit split between the territory where a product was specified and the territory where it ships or installs, including splits with other agencies

Overage/underage or price-based commission adjustments

Effective-date history, so rate changes don't alter past deals

Each manufacturer's payment terms and schedule (monthly, quarterly, on shipment, on invoice, or on customer payment) and the typical lag between invoice and commission payment.

Contract renewal and termination alerts, plus a principal performance dashboard.

3. Opportunity, Specification & Quote Management
Custom opportunity stages that match our process, for example: Lead/Design → Specified → Bidding → Quoted → Awarded/Negotiation → PO Received → In Production → Shipped → Closed/Installed → Commission Paid

Project opportunities vs. stock/flow business: separate record types, fields, and screens for each.

Multi-line opportunities: One project often includes products from several manufacturers. Each line item needs its own manufacturer, value, commission rate, and expected commission.

Bid tracking: bid dates, which contractors are bidding, quote versions, competitive brands, basis-of-design vs. approved-equal status, and win/loss reasons.

Quote document generation (branded PDF) and an approval workflow.

Sales pipeline forecasting by salesperson, manufacturer, market segment, and customer type.

4. Post-PO Project Management (Delivery & Lead Times)
After a purchase order is received, we need a project management area for that order:

Logging the PO (PO number, customer, manufacturer order/acknowledgment number, order value, and links to attached documents)

Submittal and approval tracking: submittals sent, approved, approved-as-noted, revise-and-resubmit, with dates

Production release, lead times by manufacturer/product, estimated ship dates, and actual ship dates

Partial shipments, multiple releases, and backorders

Delivery tracking (carrier, tracking number, job site vs. distributor delivery) and job site contacts

Change orders, RMAs/returns, damage claims, and warranty issues

Startup, commissioning, and training milestones (common for switchgear, controls, and EV charging)

Automatic alerts for upcoming ship dates, changed lead times, or late acknowledgments

A project dashboard or Gantt-style view that shows all open orders and their status

5. Commission & Revenue Tracking Model (Core Requirement)
This is the most important part of the project. We need to know what we're owed, when it will arrive, and whether we were paid correctly.

Expected commission per line item: Calculated automatically from the order value and the manufacturer's commission rules, including splits.

Projected payment date: Calculated from ship/invoice date plus that manufacturer's payment schedule and lag.

Commission statement reconciliation: Import manufacturer commission statements (CSV/Excel, which vary by manufacturer) and match them to orders. Flag underpayments, missing payments, and disputes.

Status tracking: Expected → Invoiced by MFR → Statement Received → Paid → Reconciled, plus Disputed.

Advanced milestone payment schedules: Some contracts pay commission in milestones (for example, a percentage at order, at submittal approval, at shipment, at energization or acceptance, or at retainage release). The system must let us build custom schedules per contract, with amounts and dates, and track each milestone separately.

Cash-flow forecasting: Expected commission income by month and quarter, broken out by manufacturer, salesperson, and market.

Internal salesperson commission/payout calculations: Optional but preferred. Pay our own reps a share of NESG's commission once it's received.

Aging reports for unpaid commissions, and alerts for commissions that are past their expected date.

If commissions are posted to accounting, we'd like it to integrate with QuickBooks (preferred) or export cleanly.

6. Reporting & Dashboards
Executive dashboard: pipeline, bookings, shipments, commission earned vs. received, and forecast

Breakdowns by manufacturer, customer type, account, engineer, contractor, distributor, salesperson, and market vertical

Specification influence reports (which engineering firms spec our lines, and win rates)

Manufacturer review packets: quarterly reports we can send to each principal

7. Integrations, Data Migration & Automation
Outlook/Microsoft 365 or Gmail email and calendar sync, so emails and meetings are logged to contacts and projects

Document storage (SharePoint/OneDrive/Google Drive) linked to projects and opportunities

Migrate existing data (spreadsheets, contacts, open projects, historical commissions), including cleanup and deduplication

Import tools for manufacturer POS/sales reports and commission statements

Optional: bid-lead services (Dodge, ConstructConnect), e-signature, and mobile use for outside sales in the field

Workflow automation, task reminders, and approval processes

8. ERP & Operations Functions
Order management: purchase orders, manufacturer acknowledgments, invoices, and shipments tied to each project

Commissions receivable ledger (what manufacturers owe NESG), and payables for salesperson and split-agency payouts

Two-way QuickBooks integration (or a recommended accounting system), so commission income and payouts post to accounting

Manufacturer price lists and product catalogs that can be imported and updated

Document management for each project and account: POs, submittals, quotes, contracts, commission statements

9. Security, Training & Handoff
User roles and permissions (owner/admin, outside sales, inside sales/project coordinators, accounting)

Full documentation of the data model, automations, and commission logic

Live training sessions (recorded), plus admin training for ongoing maintenance

Post-launch support period (please quote 30–90 days)

Ideal Candidate
A developer, agency, or certified consultant with a proven record of delivering full CRM/ERP systems, whether custom-built or on a major platform

For custom builds: strong full-stack experience (database design, back end, front end, cloud hosting, and security)

For platform builds: relevant certifications (for example Salesforce, Microsoft Dynamics, Zoho, or Odoo)

Strong preference: Experience with manufacturers' rep agencies, electrical/lighting distribution, building products, or other commission-based or multi-tier channel sales

Proven experience with complex business logic such as commission engines, revenue schedules, multi-level rollups, and automated workflows

Experience building project and order management tools, and with data migration

Good communicator who can turn business processes into a clean, scalable design, not just configure screens

Pricing & Timeline
This is a fixed-price project. Please propose one fixed total price that covers every item in this post. Do not quote an hourly rate.

Target timeline: 12–16 weeks from kickoff to go-live, followed by the support period.

Payments will be released through Upwork milestones tied to the phases below. Please include in your proposal:

Your total fixed price

Your total timeline in weeks

A breakdown of cost and duration for each phase

Anything not included in your price

Estimated ongoing yearly costs, listed separately from the build price. These include software licenses, hosting, and an optional support or maintenance plan.

Deliverables & Phases (please propose your own)
Discovery and solution design: process mapping, data model/ERD, and a written requirements document

Core build: accounts, contacts, principals, opportunities, and quotes

Post-PO project management module

Commission and revenue realization engine, including milestone schedules and statement reconciliation

Dashboards, integrations, and data migration

Testing, training, go-live, and support

To Apply, Please Include
Examples of similar CRM/ERP systems you've built, especially rep agency, distribution, or commission tracking work. Include screenshots or demos if you can.

How you would structure the manufacturer commission rules and milestone payment schedules (a brief outline)

Your recommended approach (custom build or a specific platform), your tech stack or platform edition, and why it's the best fit for NESG

Your total fixed project price and total timeline, with a cost and duration for each phase (no hourly bids)

Your availability and time zone (some overlap with U.S. Eastern Time is required)

Start your proposal with "NESG" so we know you read the full post.

Summary
We’re looking for an experienced AI Automation Engineer / Full-Stack Developer to build an automated business dashboard that connects internal business processes, APIs, databases, and third-party tools into one centralized platform.

The project combines Next.js frontend development, Python/FastAPI backend services, and n8n workflow automation, with AI/LLM integrations where they provide practical business value.

We need someone who can understand business requirements, recommend the right technical architecture, and deliver reliable, production-ready solutions—not just build a basic dashboard or chatbot prototype.

Key Responsibilities
Build a responsive business dashboard using Next.js and TypeScript.
Develop backend services, REST APIs, and business logic using Python and FastAPI.
Design and implement multi-step workflow automations using n8n.
Integrate CRMs, databases, internal systems, and third-party SaaS platforms through APIs and webhooks.

Develop AI-powered workflows and LLM integrations using OpenAI, Claude, Gemini, or similar providers where appropriate.

Implement AI agents, structured tool calling, and human-in-the-loop approvals when required.
Automate repetitive business processes and consolidate operational data into a centralized dashboard.
Implement authentication, permissions, logging, retries, error handling, and monitoring.
Optimize workflow reliability, performance, scalability, and API usage costs.
Document the solution, integrations, and deployment process.

Required Skills & Experience:
Strong hands-on experience with Python and FastAPI.
Experience building production-ready web applications using Next.js and TypeScript.
Practical experience designing n8n workflows and business process automations.
Strong understanding of REST APIs, webhooks, databases, and third-party integrations.
Experience with AI/LLM integrations, prompt engineering, and AI agent workflows.
Ability to translate business requirements into technical solutions.
Understanding of authentication, data security, error handling, and production deployment.

Nice to Have
Experience with RAG, vector databases, and knowledge-based AI systems.
Experience with CRM, HR, ERP, or other business management platforms.
Familiarity with cloud deployment, CI/CD, and application monitoring.
Experience implementing human approval steps in automated workflows.

When Applying, Please Answer
Share 2–3 relevant projects you have personally built involving business dashboards, n8n automation, or AI-powered workflows.

Briefly explain how you would connect a Next.js dashboard, Python/FastAPI backend, and n8n automation workflows.

Describe one challenging API integration or automation issue you solved and how you handled failures or retries.

Which parts of this stack have you implemented in production, and what was your specific contribution?

We value practical experience, sound technical judgment, clear communication, and maintainable solutions over buzzwords or tool lists.

Hey there!
We are a YouTube Automation company and we are looking for a talented,
hard-working, and experienced Video Editor to join our team.
In terms of quality, we would like to take our cue from these channels:
https://www.youtube.com/results?search_query=geography+effekt
https://www.youtube.com/@geographyunfold
https://www.youtube.com/@CivilMentors/videos
https://www.youtube.com/@GeograhpyMadeEasy
We are looking for a long-term collaboration.
Please do not apply if you do not have any experience.
Looking forward to working with you!
Gosia

I'm looking for a timed actuator arm to open and close a lightweight flap pet door at fixed daily times. The timing should be set using buttons on the device.

Key Requirements:
- Operate a lightweight flap door
- Fixed daily open/close times set via buttons
- Reliable and durable mechanism

Ideal Skills and Experience:
- Experience with actuator systems
- Familiarity with pet door mechanisms
- Basic electrical engineering skills

Skills: Engineering, Electronics, Mechanical Engineering, Electrical Engineering, Product Design, Robotics, Automation, Actuator & Servo Selection

Hey everyone! 👋

We are a German company specializing in YouTube automation, and we’re looking for a talented, hardworking, and experienced scriptwriter to join our team.

Our focus is on deep-dive narrative storytelling centered around traditional building techniques, forgotten home design, and self-reliant off-grid living.

We want a skilled storyteller who can bridge historical insights with practical DIY tips—turning forgotten wisdom and cost-saving traditional hacks into binge-worthy, high-retention scripts.

To give you an idea of the style, depth, and pacing we aim for, we are using the following channels as our main inspiration and benchmarks:

(https://www.youtube.com/@griffithselijah7018)
(http://www.youtube.com/@ForgottenHomeEngineering)
(https://www.youtube.com/@BuildsWithEliYoder)

What We Are Looking For:
Proven YouTube Scriptwriting Experience: You know how to craft strong hooks, maintain high viewer retention, and tell engaging stories.

Passion for Self-Reliance & Heritage Craft: You enjoy researching old home designs, passive climate solutions, water harvesting, traditional homesteading, and off-grid skills.

Accessible & Engaging Tone: You can explain smart traditional solutions clearly without getting bogged down in overly dry technical jargon.

Long-Term Collaboration: We want to build a lasting relationship with a reliable creative partner.

How to Apply & Boost Your Chances 🚀

If this sounds like your sweet spot, we’d love to see your work! Please include:

A short introduction about your writing background and why this niche excites you.

Relevant script samples or intro snippets from your previous work in traditional building, DIY, or self-reliance (so we can get a feel for your writing style, tone, and pacing).

⚡ We are actively reviewing applications and hiring within the next 24 hours!

Looking forward to meeting you and building a great channel together!

Best regards,

Ralf

We are a growing B2B platform looking for a reliable, tech-savvy Lead Generation Specialist to build highly targeted business-to-business list databases for our outbound marketing campaigns across Sub-Saharan Africa. This is a long-term, weekly milestone-based role requiring roughly 3 to 5 hours of work per week.

Your Core Responsibilities:
• Sourcing 500 high-quality B2B contact lists per week (Company Name, Website, Mobile/WhatsApp Number, and Email) across Sub-Saharan Africa based on specific industry verticals.
• Using a variety of creative data-sourcing methods, including web directories, public registries, industry trade event lists, map networks, and localized search strings.
• Cleaning and formatting data in Google Sheets (standardising proper capitalization, stripping out corporate suffixes like "Ltd/Inc/PLC", and removing duplicates).
• Verifying contacts through bulk tools to ensure high list hygiene and zero dead numbers/emails.
Requirements:
• Proven track record of finding data in emerging markets, specifically across African regions where standard LinkedIn coverage can be low.
• Mastery of data extraction tools, scrapers, and list cleaning.
• High attention to detail: leads must look completely natural when dropped into our automation tags (no all-caps, no broken symbols).

To apply, please answer these 3 quick questions:
1. What are your primary tools and methods for sourcing niche business contacts across African markets, where standard LinkedIn coverage is often low but mobile/WhatsApp numbers are critical?
2. What is your preferred tool for bulk contact and phone/email verification?
3. What is your data cleaning process to ensure company names look natural for automated merging (e.g., fixing all-caps or cleaning messy formatting)?

Note: All specific industry niches, keywords, and target geographic countries will be shared privately with shortlisted candidates under strict confidentiality.


Pay Structure: Fixed Price - $35 USD per week

Hey there!


We are a YouTube Automation company and we are looking for a talented, hard-working, and experienced Thumbnail Designer to join our team. In terms of quality, we would like to take our cue from this channel:

https://www.youtube.com/@JunkBondInvest

Payment is a fixed price per thumbnail. We are looking for a long-term collaboration. Please do not apply if you do not have any experience. Looking forward to working with you!

Silke

I am looking for an experienced Shopify dropshipping specialist to build a complete, professional, and fully functional dropshipping store from scratch. The project includes setting up the store, configuring products, and ensuring everything is ready for launch. Please share relevant examples of similar projects and your approach to delivering a polished, reliable online store.

I need someone who can handle the entire process, from researching profitable product opportunities to building the website, sourcing suppliers, uploading products, configuring the necessary applications, and preparing the store for launch.

I am looking for a professional who understands e-commerce, product research, conversion optimization, and dropshipping operations—not someone who simply installs a theme and imports random products.

1. Product and Market Research
• Research potential dropshipping niches and identify commercially promising products.
• Analyze product demand, competition, pricing, customer reviews, and market trends.
• Research competitors and their product offerings.
• Identify products with attractive potential margins.
• Evaluate supplier prices, shipping costs, delivery times, and product quality.
• Recommend a suitable niche or product strategy based on the research.
• Provide a product research report explaining why each recommended product was selected.

I want products selected using evidence and commercial reasoning rather than guesswork or unsupported claims about winning products.

2. Supplier Research and Integration
• Identify reliable dropshipping suppliers.
• Compare supplier pricing, delivery times, product quality, and return policies.
• Recommend suitable suppliers for the target market.
• Integrate the selected supplier or dropshipping platform with Shopify.
• Configure product and inventory synchronization where supported.
• Configure order fulfilment workflows.
• Explain how orders will be processed and delivered to customers.

3. Complete Shopify Store Development

Build a professional, modern, mobile-responsive Shopify store.

The project includes:
• Store structure and navigation.
• Homepage design.
• Product collection pages.
• Individual product pages.
• Shopping cart and checkout configuration.
• Contact page.
• About Us page.
• Frequently Asked Questions page.
• Shipping and delivery policy.
• Returns and refunds policy.
• Privacy policy and terms of service.
• Professional branding and visual consistency.
• Mobile and desktop optimization.
• Footer, menus, and essential website sections.

The store should look like a credible retail brand rather than a generic dropshipping template.

4. Product Upload and Optimization

Research, select, and upload an initial catalogue of approximately 20–30 suitable products.

For each product:
• Write a clear, persuasive product title.
• Create an original product description.
• Configure variants, sizes, colours, and other available options.
• Upload and organize product images.
• Set appropriate retail prices.
• Calculate product costs and estimated gross margins.
• Configure product collections and categories.
• Add relevant search engine optimization information.
• Verify that product pages display correctly on mobile devices.

Please specify whether your quotation includes 20 products or 30 products and what additional uploads would cost.

5. Shopify Apps and Automation

Install and configure the essential applications required for the chosen business model.

Depending on the selected suppliers and the store’s requirements, this may include:
• Dropshipping supplier integration.
• Inventory synchronization.
• Order fulfilment automation.
• Email marketing.
• Customer reviews.
• Analytics and conversion tracking.
• Abandoned-cart recovery.
• Customer support tools.

Avoid unnecessary paid applications and explain any recurring subscription fees before installing them.

6. Payments, Shipping and Checkout
• Configure available payment providers appropriate for my business and target market.
• Configure shipping rates and delivery information.
• Set up the relevant tax settings.
• Verify checkout functionality.
• Configure order notifications.
• Test the complete customer purchasing journey.

I want all payment, shipping, and checkout settings tested before the project is considered complete.

Any payment gateway requiring additional business verification must be identified early.

7. SEO and Marketing Foundations
• Configure basic technical and on-page SEO.
• Optimize product titles, descriptions, and search engine listings.
• Configure Google Analytics and relevant conversion tracking where supported.
• Set up Google Search Console if appropriate.
• Prepare the store for future Google and social media advertising.
• Configure email capture and abandoned-cart recovery where supported.
• Recommend a practical initial marketing strategy for the selected products and target market.

Paid advertising expenditure and ongoing campaign management must be quoted separately unless explicitly included in the agreed scope.

8. Testing and Final Delivery

Before handing over the store:
• Test the website on mobile and desktop.
• Check product pages, navigation, and links.
• Test the cart and checkout using an appropriate test process.
• Verify supplier integration and order routing.
• Check shipping information and customer notifications.
• Provide a list of installed applications and their subscription costs.
• Provide documentation explaining how to manage products, orders, and basic store settings.
• Transfer ownership and administrative control to me.

The store must be functional and ready for launch, subject to any outstanding third-party payment-provider approvals.

9. Required Experience

Please apply only if you have relevant experience with:
• Shopify store development.
• Dropshipping business models.
• Product and competitor research.
• Supplier sourcing and integration.
• Shopify product listings.
• Conversion-focused website design.
• Shopify applications and automation.
• Basic e-commerce SEO and analytics.

10. What to Include in Your Proposal

Please answer these questions:
1. Can you manage the entire project from product research through store launch?
2. Which dropshipping niches would you recommend researching, and why?
3. Which suppliers and integration applications do you recommend?
4. How many products will you research, select, and upload?
5. What research tools will you use?
6. Can you show me two or three Shopify stores you have personally built?
7. Can you explain your role in those projects?
8. What is your fixed project price?
9. How long will the project take?
10. What is included in your price, and what costs extra?
11. Will you provide revisions and post-launch support?
12. What payment providers can you configure for my intended business location and target market?

I prefer a fixed-price contract with clearly defined milestones and deliverables.

I am looking for a serious professional who can help me establish a strong foundation for a long-term e-commerce business.

I want a seamless, fully-automated bridge between my Lightspeed eCom store and Google Ads so every product change I make—price, inventory, categories, titles, descriptions, images—flows straight into Google in near real time. The goal is to keep my Shopping ads always accurate without manual uploads or spreadsheets.

The integration must pull data from the Lightspeed eCom API and push it to Google Merchant Center / Google Ads using the proper content and Ads APIs. It should:

• Detect any change in my catalogue (new products, edits, stock fluctuations, category moves, sale prices, discontinued items).
• Format the feed to Google’s specifications, including variant handling and required attributes.
• Update Google automatically on a schedule I can adjust (hourly by default) or via webhooks if that’s more reliable.
• Log each sync with clear success/error messages so I can trace issues quickly.

Please deliver a working sync solution deployed to my preferred environment, clear setup documentation, and a short hand-over call or video showing me how to monitor or tweak the feed. Once installed, every product detail in Lightspeed eCom should match what shoppers see in my Google Ads within the next scheduled cycle—no more manual fixes.

Skills: PHP, Software Architecture, Google App Engine, MySQL, Software Development, Automation, API Integration, Google Ads

We are an Arizona-based company looking to expand our services and build long-term relationships with skilled engineers specializing in AI automation, AI-powered applications, software platforms, and custom AI solutions.

We regularly work with software companies, app developers, and businesses looking to integrate AI into their products and workflows. As we scale our services, we are looking for reliable technical professionals who can support us with ongoing projects.

**Areas of Expertise We Need:**
- AI automation and workflow development
- AI agents and AI-powered tools
- AI platform integration and API development
- Custom AI applications and software solutions
- Integration with existing apps, SaaS platforms, and business systems
- Process automation and system optimization

**What We Are Looking For:**
- Strong technical problem-solving skills
- Hands-on experience with relevant AI tools, platforms, and technologies
- Ability to understand project requirements and recommend practical solutions
- Good communication and dependable delivery
- Availability for recurring projects and long-term collaboration

**How to Apply:**

Please briefly describe your core expertise, the AI platforms and technologies you work with, and the types of projects you can handle. Include relevant project examples or work samples.

We are interested in building a reliable network of engineers for ongoing collaboration, not just hiring for a single project.

Hey there!

We are a YouTube Automation company and we are looking for a talented, hard-working, and experienced Video Editor to join our team. In terms of quality, we would like to take our cue from these channels:

1. https://www.youtube.com/@JunkBondInvest

2. https://www.youtube.com/@BagholderAssociation

Payment is a fixed price per finished video (8–10 minutes). Please include your price per video in your proposal. We are looking for a long-term collaboration. Please do not apply if you do not have any experience. Looking forward to working with you!

Silke

I am looking for a reliable legal consultant, paralegal, or licensed attorney based in Morocco to assist with a personal administrative and legal inquiry involving local administrative/police procedures.

Key Responsibilities:

Advise on standard procedures and protocols regarding Moroccan police and local administrative filings.

Assist in reviewing relevant documents and clarifying legal standing under Moroccan jurisdiction.

Act as a local liaison or guide me on the correct official channels to resolve this personal matter directly and legally.

(If qualified) Draft formal legal correspondence or represent/advise on official filings.

Requirements:

Must be currently residing in Morocco (proof of local residency required).

Background in Moroccan law, legal consulting, administration, or formal paralegal experience preferred.

Fluent in French and Moroccan Arabic (Darija); professional English communication skills.

High discretion, confidentiality, and professional ethics.

Please include your background in Moroccan legal or administrative matters in your proposal, along with your city of residence.

Skills: Legal, Project Management, Legal Research, Public Relations, Compliance, Customer Service, Process Automation, Administrative Support, Consulting, Legal Consultation

Hey there!
We are a YouTube Automation company and we are looking for a talented,
hard-working, and experienced Script Writer to join our team.
In terms of quality, we would like to take our cue from these channels:
https://www.youtube.com/@GeographyEffect
https://www.youtube.com/@geographyscoped
https://www.youtube.com/@OfficialBeyondTheGreen
We are looking for a long-term collaboration.
Please do not apply if you do not have any experience.
Looking forward to working with you!
Gosia

Salesforce Implementation Specialist – Electrical Manufacturers' Rep Agency CRM Build (Project, Commission & Revenue Tracking)
About Us
New England Solutions Group (NESG) –
mynesg.com
– is an independent electrical manufacturers' representative agency based in North Andover, MA, serving all of New England. We represent electrical manufacturers across four main areas:

Electrical power: switchgear, transformers, bus systems, power-quality equipment

Lighting and controls: networked controls, LLLC, sports, roadway, and hazardous-location lighting

Electrification: EV charging, heat pumps, smart panels

Efficiency consulting: energy audits, campus standardization, PPAs, utility incentive guidance

As a rep agency, we don't buy or resell product. We find the opportunity, influence the specification, quote the job, and support it until it's delivered. The manufacturer then pays NESG a commission, often months after the order ships. Our line card has 60–150 manufacturers. Each has its own commission rates, split rules, and payment schedules. Standard CRM setups don't handle this well, so we need a Salesforce platform built for how a rep agency actually works.

Project Goal
Design, configure, and launch a full Salesforce environment that covers the whole lifecycle in one system:

Specification / Lead → Opportunity & Quote → Bid / Award → Purchase Order → Project Management & Delivery → Closeout → Commission & Revenue Realization

Scope of Work
1. Account & Contact Architecture (Multi-Party Relationships)
A single electrical project usually involves several companies, each playing a different role. The data model needs to support:

Account types: End users/owners (industrial, institutional, municipal, campus, healthcare, commercial), electrical contractors, distributors (with branch-level hierarchy), engineering/specifying firms, general contractors/construction managers, utilities, architects/lighting designers, facility teams, and manufacturers (our principals).

Three-level account hierarchy (Grandparent → Parent → Child): Many of our customers sit inside larger corporate structures, and we need to see activity at every level. Examples:

Distributors: National corporate HQ (grandparent) → regional division or district (parent) → local branch (child)

End users: Corporation, university system, or health network (grandparent) → campus or site (parent) → building or facility (child)

Contractors and GCs: Holding company (grandparent) → operating company (parent) → regional office (child)

Engineering firms: Corporate firm (grandparent) → regional office (parent) → department or studio (child)

Hierarchy requirements:

Opportunities, POs, bookings, and commissions roll up automatically from child to parent to grandparent

Reports and dashboards can be filtered or totaled at any level (for example, total business with one national distributor across all its New England branches)

A visual hierarchy view on each account record

Contacts can be tied to the correct level (for example, a corporate purchasing manager vs. a branch counter salesperson)

Support for national or corporate pricing and agreements set at the grandparent level and passed down to the branches

Rules that keep the hierarchy clean when new branches or sites are added, and stop duplicate accounts from being created

Contacts with roles: Specifier, purchasing agent, PM, estimator, counter sales, facilities manager, and so on. Contacts must be able to move between companies without losing their history.

Opportunity/project roles: One project should link to several accounts (owner, engineer of record, GC, winning electrical contractor, distributor of record, and competing bidders), each tagged with its role.

Relationship and influence tracking: Which engineers specify which manufacturers, and which contractors buy through which distributors.

2. Manufacturer (Principal) & Line Card Management
A custom object for each manufacturer/principal: product categories, territory, contract dates, contacts (regional manager, inside sales, customer service), and portal links.

Commission structures stored per manufacturer, including:

Different rates by product category, order size, or market (for example, a lower rate on stock/distributor orders and a higher rate on project/quoted orders)

Specification and split commissions: credit split between the territory where a product was specified and the territory where it ships or installs, including splits with other agencies

Overage/underage or price-based commission adjustments

Effective-date history, so rate changes don't alter past deals

Each manufacturer's payment terms and schedule (monthly, quarterly, on shipment, on invoice, or on customer payment) and the typical lag between invoice and commission payment.

Contract renewal and termination alerts, plus a principal performance dashboard.

3. Opportunity, Specification & Quote Management
Custom opportunity stages that match our process, for example: Lead/Design → Specified → Bidding → Quoted → Awarded/Negotiation → PO Received → In Production → Shipped → Closed/Installed → Commission Paid

Project opportunities vs. stock/flow business: different record types and page layouts for each.

Multi-line opportunities: One project often includes products from several manufacturers. Each line item needs its own manufacturer, value, commission rate, and expected commission.

Bid tracking: bid dates, which contractors are bidding, quote versions, competitive brands, basis-of-design vs. approved-equal status, and win/loss reasons.

Quote document generation and approval workflow (Salesforce CPQ/Revenue Cloud or a recommended alternative).

Sales pipeline forecasting by salesperson, manufacturer, market segment, and customer type.

4. Post-PO Project Management (Delivery & Lead Times)
After a purchase order is received, we need a project management area for that order:

Logging the PO (PO number, customer, manufacturer order/acknowledgment number, order value, and links to attached documents)

Submittal and approval tracking: submittals sent, approved, approved-as-noted, revise-and-resubmit, with dates

Production release, lead times by manufacturer/product, estimated ship dates, and actual ship dates

Partial shipments, multiple releases, and backorders

Delivery tracking (carrier, tracking number, job site vs. distributor delivery) and job site contacts

Change orders, RMAs/returns, damage claims, and warranty issues

Startup, commissioning, and training milestones (common for switchgear, controls, and EV charging)

Automatic alerts for upcoming ship dates, changed lead times, or late acknowledgments

A project dashboard or Gantt-style view that shows all open orders and their status

5. Commission & Revenue Tracking Model (Core Requirement)
This is the most important part of the project. We need to know what we're owed, when it will arrive, and whether we were paid correctly.

Expected commission per line item: Calculated automatically from the order value and the manufacturer's commission rules, including splits.

Projected payment date: Calculated from ship/invoice date plus that manufacturer's payment schedule and lag.

Commission statement reconciliation: Import manufacturer commission statements (CSV/Excel, which vary by manufacturer) and match them to orders. Flag underpayments, missing payments, and disputes.

Status tracking: Expected → Invoiced by MFR → Statement Received → Paid → Reconciled, plus Disputed.

Advanced milestone payment schedules: Some contracts pay commission in milestones (for example, a percentage at order, at submittal approval, at shipment, at energization or acceptance, or at retainage release). The system must let us build custom schedules per contract, with amounts and dates, and track each milestone separately.

Cash-flow forecasting: Expected commission income by month and quarter, broken out by manufacturer, salesperson, and market.

Internal salesperson commission/payout calculations: Optional but preferred. Pay our own reps a share of NESG's commission once it's received.

Aging reports for unpaid commissions, and alerts for commissions that are past their expected date.

If commissions are posted to accounting, we'd like it to integrate with QuickBooks (preferred) or export cleanly.

6. Reporting & Dashboards
Executive dashboard: pipeline, bookings, shipments, commission earned vs. received, and forecast

Breakdowns by manufacturer, customer type, account, engineer, contractor, distributor, salesperson, and market vertical

Specification influence reports (which engineering firms spec our lines, and win rates)

Manufacturer review packets: quarterly reports we can send to each principal

7. Integrations, Data Migration & Automation
Outlook/Microsoft 365 or Gmail email and calendar sync (Einstein Activity Capture or equivalent)

Document storage (SharePoint/OneDrive/Google Drive) linked to projects and opportunities

Migrate existing data (spreadsheets, contacts, open projects, historical commissions), including cleanup and deduplication

Import tools for manufacturer POS/sales reports and commission statements

Optional: bid-lead services (Dodge, ConstructConnect), e-signature, and mobile use for outside sales in the field

Workflow automation with Flows, task reminders, and approval processes

8. Security, Training & Handoff
User roles and permissions (owner/admin, outside sales, inside sales/project coordinators, accounting)

Full documentation of the data model, automations, and commission logic

Live training sessions (recorded), plus admin training for ongoing maintenance

Post-launch support period (please quote 30–90 days)

Ideal Candidate
Salesforce Certified (Administrator plus Platform App Builder, Sales Cloud Consultant, or Developer preferred)

Strong preference: Experience with manufacturers' rep agencies, electrical/lighting distribution, building products, or other commission-based or multi-tier channel sales

Proven experience building custom objects, complex Flows, rollups, and commission or revenue-schedule logic

Experience with project management inside Salesforce, and with data migration

Good communicator who can turn business processes into a clean, scalable design, not just configure screens

Pricing & Timeline
This is a fixed-price project. Please propose one fixed total price that covers every item in this post. Do not quote an hourly rate. Salesforce license costs are separate from your fee.

Target timeline: 12–16 weeks from kickoff to go-live, followed by the support period.

Payments will be released through Upwork milestones tied to the phases below. Please include in your proposal:

Your total fixed price

Your total timeline in weeks

A breakdown of cost and duration for each phase

Anything not included in your price

Deliverables & Phases (please propose your own)
Discovery and solution design: process mapping, data model/ERD, and a written requirements document

Core build: accounts, contacts, principals, opportunities, and quotes

Post-PO project management module

Commission and revenue realization engine, including milestone schedules and statement reconciliation

Dashboards, integrations, and data migration

Testing, training, go-live, and support

To Apply, Please Include
Examples of similar Salesforce builds, especially rep agency, distribution, or commission tracking work

How you would structure the manufacturer commission rules and milestone payment schedules (a brief outline)

Recommended Salesforce edition, licenses, and any AppExchange tools (and why)

Your total fixed project price and total timeline, with a cost and duration for each phase (no hourly bids)

Your availability and time zone (some overlap with U.S. Eastern Time is required)

Start your proposal with "NESG" so we know you read the full post.

We are looking for an experienced ClickUp Specialist to help us set up and optimize our workspace for better project management, team collaboration, and workflow automation.

The ideal candidate should understand how to structure ClickUp workspaces, create efficient task management systems, and automate repetitive processes to improve productivity.

**Responsibilities:**

* Set up and organize ClickUp workspaces, spaces, folders, lists, and tasks.
* Design customized workflows tailored to our business processes.
* Configure task statuses, priorities, custom fields, and dependencies.
* Build automations to reduce manual work and improve task management.
* Set up templates for recurring projects and standard operating procedures.
* Configure user roles, permissions, and team collaboration features.
* Provide documentation or a brief walkthrough of the completed setup.

**Requirements:**

* Proven experience setting up and managing ClickUp workspaces.
* Strong understanding of project management and workflow design.
* Experience creating ClickUp automations and reusable templates.
* Excellent organizational and problem-solving skills.
* Ability to understand business requirements and translate them into practical systems.

**To Apply:**

Please share examples of ClickUp workspaces or automation systems you have implemented. Briefly explain how you would approach organizing a workspace for a growing team.

We are looking for someone who can build a scalable, user-friendly system that helps our team work more efficiently.

Hey there!
We are a YouTube Automation company and we are looking for a talented,
hard-working, and experienced Thumbnail Designer to join our team.
We are looking for a long-term collaboration.
Please do not apply if you do not have any experience.
Looking forward to working with you!
Lin

I need a skilled VBA developer to help import, clean, and combine data from separate Excel files in a folder. My project is to populate YTD figures from group entities & transfer to workbook (Retrieve entity data, Transfer quarterly figures, automate forex)

Key Tasks:
- Automate filling in or copying data between sheets.
- Handle multiple Excel files for data integration.

Ideal Skills:
- Proficiency in Excel and VBA.
- Experience with data manipulation and automation.
- Attention to detail and problem-solving skills.

Looking forward to your expertise!

Skills: Visual Basic, Data Processing, Data Entry, Excel, Visual Basic for Apps, Excel VBA, Excel Macros, Data Analysis, Data Integration, Automation

**QA Tester for Automotive App — Full Pre-Launch Testing Across Mobile, Tablet and Desktop**

**Fixed budget: $1,000 USD**
**Duration: 11 consecutive days, including weekends**
**Daily meetings through Upwork are mandatory**

We need an experienced QA tester to thoroughly test an automotive app before launch.

You must test **every inch of the app**: every accessible screen, feature, button, form, setting, account type, and user journey. Identify bugs, document them clearly, verify developer fixes, and recommend improvements.

The scope includes vehicle advertisements, car parts, Stories, search and filters, payments, automated emails, and social publishing integrations.

**1. Complete Application Testing**

Create a complete feature checklist at kickoff. Test:

- Registration, email verification, login, logout, and password resets.
- Private seller, trade seller, and brand/manufacturer accounts.
- Profiles, dashboards, settings, permissions, and account separation.
- Creating, previewing, publishing, editing, renewing, deleting, and marking advertisements as sold, wherever supported.
- Image and video uploads, required fields, validation, and error messages.
- Vehicle and car parts categories, attributes, and compatibility information.
- Search, filters, sorting, listing details, and seller profiles.
- Stories, enquiries, messaging, notifications, and contact forms within the app.
- Social account connections and publishing.
- Navigation, buttons, links, empty states, usability, and responsive layouts.

Test successful journeys and failures, including invalid information, duplicate submissions, interrupted actions, and unauthorised access attempts.

Add any newly discovered features to the checklist.

**2. Automated Email Testing and Missing Email Audit**

Review every user journey to identify automated emails that work, fail, contain errors, or are missing entirely.

Cover:

- Registration, verification, and welcome messages.
- Account approval or rejection, where applicable.
- Password resets and account changes.
- Payment confirmations, receipts, and failed payments.
- Subscriptions, renewals, cancellations, and expiry, where supported.
- Advertisement publication, rejection, expiry, and renewal.
- Enquiries and other relevant account activity.

Verify triggers, recipients, delivery, timing, subjects, wording, branding, personalisation, buttons, links, and display across devices.

**If an action should generate an email but none has been implemented, flag it so our developer can create it.**

Deliver an email audit showing the action, account type, expected recipient, and status:

- Working.
- Incorrect.
- Not delivered.
- Missing and needs to be created.

Recommend the purpose and key content of missing emails, then retest after implementation.

**3. Payment Testing**

Test payments for trade and private sellers, plus payment features available to other account types.

Cover successful, failed, cancelled, and duplicate payment attempts; confirmations; receipts; and subscriptions, renewals, upgrades, cancellations, and refunds wherever supported.

Verify that payments correctly update account status, permissions, and advertisement access.

Use approved payment test credentials. Live charges require prior approval.

**4. Create and Verify 300 Accounts**

Create:

- **100 trade seller accounts.**
- **100 private seller accounts.**
- **100 brand/manufacturer accounts.**

Verify registration, account classification, permissions, automated emails, and dashboard access. Maintain an organised record of accounts and verification results.

**Business Email Testing Infrastructure**

Trade seller and brand/manufacturer registrations accept only custom business-domain email addresses.

The tester must provide their own custom domain and email system supporting **200 distinct test addresses**:

- 100 for trade seller accounts.
- 100 for brand/manufacturer accounts.

Mailboxes, aliases, or a catch-all setup may be used if each account has a unique accepted address and its automated emails can be received, identified, and verified.

Confirm compatibility with our developer at kickoff. Maintain the setup throughout the project and retesting period.

**All domain and email setup costs are included in the $1,000 budget. Do not include email addresses or other contact details in your proposal. Describe your setup without sharing contact information.**

**5. Create and Verify 1,000 Advertisements**

Create **1,000 test advertisements**, including vehicles and car parts, distributed across relevant account types. Agree the allocation at kickoff.

Vehicle listings must cover:

- Different makes and models, including multiple models from the same make.
- Different years, prices, mileage, fuel types, transmissions, body types, engine sizes, colours, and locations.
- Electric, hybrid, and other supported vehicle categories.

Car parts listings must cover:

- Different categories, brands, conditions, and prices.
- Parts for different vehicle makes, models, and years.
- Compatibility with multiple vehicles, where supported.
- Part numbers, descriptions, images, availability, and delivery or collection options, where supported.

Verify accurate saving, display, ownership, search visibility, and management permissions.

Approved scripts may support bulk creation, but manual functional testing and verification of resulting records are required.

**6. Search, Filters and Sorting**

Test every vehicle and car parts filter individually and in combination.

Verify:

- Selecting a make displays the correct models.
- Changing a make clears incompatible model selections.
- Results match selected filters and exclude non-matching listings.
- Each category displays appropriate filters.
- Price, year, mileage, and other ranges handle boundaries and invalid values correctly.
- Keyword searches work with makes, models, part names, and part numbers where supported.
- Result counts, sorting, and pagination remain accurate.
- Filters can be changed, removed, and reset.
- Empty results show a clear message.
- Filter selections behave correctly when opening a listing and returning to results.
- Search and filters work across agreed devices and browsers.

Use known test listings with recorded attributes to compare expected and actual results.

**7. Stories — 500 Posts Daily for 11 Days**

In addition to the advertisements, create and verify **500 story posts every day for 11 consecutive days: 5,500 stories in total**.

Distribute posts across eligible account types and different accounts.

Test:

- Creation, uploads, previews, and publishing.
- Supported formats, file sizes, and upload limits.
- Viewing, playback, navigation, and display.
- Visibility, permissions, ordering, and expiry.
- Deletion, interactions, notifications, and other available functions.
- Failed uploads, interrupted connections, duplicates, and validation errors.

Approved automation may support volume, but manual functional testing and successful-post verification are required.

Provide daily posting totals, account distribution, verification results, and defects. Coordinate volume testing with our developer in the approved test environment.

**8. Facebook and Instagram Publishing Integration**

Set up the authorised Meta business assets, Facebook Pages, and Instagram professional accounts required to test publishing for **trade seller and brand/manufacturer accounts**.

After publishing an advertisement in the automotive app, test publishing it directly to the seller’s connected Facebook Page and Instagram account.

Verify:

- Connection, authorisation, disconnection, and reconnection.
- Successful publishing through the app.
- Correct images, listing details, prices, captions, and links wherever supported.
- Publication to the correct seller’s social accounts.
- Separation between sellers’ permissions and social assets.
- Expired permissions, connection failures, publishing failures, retries, and duplicate submissions.
- Clear confirmations and error messages.

Agree the number of test social assets at kickoff. Separate social accounts are not automatically required for all 200 business seller accounts.

Use dedicated, authorised test assets and follow the platforms’ requirements.

**Social asset setup and integration testing are included in the fixed budget. These integrations are product features to be tested; project communication will remain on Upwork.**

**9. Device and Browser Coverage**

Test across **Apple and Android phones and tablets**, plus desktop browsers.

Required coverage includes:

- Representative iPhone generations and screen sizes, including standard, Plus, Pro, and Pro Max.
- Representative iPad, iPad mini, iPad Air, and iPad Pro configurations.
- Samsung Galaxy phones and representative devices from other Android manufacturers.
- Samsung Galaxy Tab and representative Android tablets.
- Chrome, Safari, Firefox, Edge, and Samsung Internet where applicable.

Cover agreed current and older supported operating-system versions. If native apps are supplied, test both iOS and Android apps.

Check portrait and landscape layouts, touch controls, scrolling, keyboards, uploads, and core journeys.

Physical devices are required for core testing. Disclose any supplementary cloud-device or emulator testing.

List available device models and agree the final coverage matrix before work begins.

**10. Daily Meetings and Reporting**

Attend **one scheduled meeting every day for all 11 consecutive days, including weekends**, with our team and developer **through Upwork**.

Agree dates and times before the contract starts.

Provide a daily written update through Upwork covering:

- Testing completed and remaining.
- New bugs and severity.
- Fixes retested and results.
- Account, advertisement, and story totals.
- Blockers and next-day priorities.

Report critical issues immediately.

**11. Deliverables**

- Complete feature checklist and test plan.
- Device, operating-system, and browser coverage matrix.
- Bug tracker with reproduction steps, expected and actual behaviour, severity, device details, screenshots or recordings, and retest status.
- Automated email audit, including missing emails.
- Verified records of 300 accounts and 1,000 advertisements.
- Vehicle and parts test-data coverage.
- Search, filter, and sorting results.
- Daily evidence of 500 story posts, totalling 5,500.
- Social publishing integration results.
- Daily progress reports and meeting attendance.
- Prioritised improvement recommendations.
- Final launch-readiness report covering unresolved bugs, untested areas, and remaining risks.

Our developer implements fixes. The tester verifies them and checks for regressions during the project.

Use the approved test environment and approved or licensed content. Production changes, public test listings, public social posts, and live payments require prior approval.

**12. Budget and Attendance Condition**

The **$1,000 USD fixed budget** includes all agreed testing, device coverage, domain and email setup, account creation, advertisements, daily Stories, social integration setup, meetings, reports, and retesting during the 11-day period.

**Daily attendance is a material requirement. Our proposed condition is that missing any scheduled daily meeting without prior written agreement reduces the total project payment to $500 USD.**

Meetings cancelled or rescheduled by our team do not count as missed attendance. This condition must be expressly agreed in the Upwork contract before work begins and remains subject to Upwork’s payment and dispute processes.

**To Apply**

Provide:

1. Relevant marketplace or automotive QA experience.
2. Your available physical devices and proposed operating-system/browser coverage.
3. A sample bug report without personal or contact information.
4. Your plan for creating and verifying 300 accounts and 1,000 varied advertisements.
5. A description of your business-domain email testing setup, without including actual addresses.
6. Your approach to testing makes, models, parts compatibility, search, and combined filters.
7. Your plan for posting and verifying 500 Stories daily.
8. Relevant Facebook and Instagram integration testing experience.
9. Your approach to identifying missing automated emails.
10. Confirmation that you can attend all 11 daily meetings through Upwork.
11. Confirmation that the full agreed scope is included in **$1,000 USD**.

Please keep all applications, communication, meetings, and payments on Upwork.

we are looking for an experienced, results-driven Upwork Bidder / Lead Generation Specialist based in Pakistan to identify relevant projects and submit high-quality, tailored proposals.

Project Categories:

Artificial Intelligence (AI), AI Agents & Automation

Cybersecurity, Security Audits & GRC

Cloud Computing & Infrastructure

Full-Stack Web & Software Development

IT Consulting & Technical Solutions

Responsibilities:

Find and bid on relevant Upwork projects.

Write professional, customised proposals.

Identify high-quality leads and potential clients.

Track proposals, responses, and project opportunities.

Maintain consistent communication and follow-ups.

Requirements:

Proven experience in Upwork bidding for IT/software projects.

Excellent written English and communication skills.

Basic understanding of the technical services listed above.

Strong track record of generating leads and winning projects.

Must be based in Pakistan.

To Apply:

Please share your previous bidding experience, the industries you've worked in, your average proposal response/win rate, and your availability.

Long-term opportunity for the right candidate.

We are looking for an Embedded / IoT Engineer to build a small practical project (e.g., smart farming automation) using our isolated extension module and write a concise hands-on tutorial.
Task:
Set up the hardware with an ESP32 and implement a small application using ESPHome, Tasmota, or C/C++.
Write a short review/tutorial covering the wiring, code/config, and real-world usage.
Publish the article on an agreed technical platform (e.g., Hackster.io, Medium, Habr, or a niche local blog/forum).
Requirements:
Experience with ESP32 and industrial/isolated I/O.
Ability to provide clean setup photos, clear wiring, and working code/config snippets.
Note: Hardware is provided free of charge.
To apply: Please briefly mention which platform you plan to publish the article on and link to 1–2 of your previous IoT projects or technical posts.

Job Title: Python Developer Needed to Make Existing Video Upload Automation Cloudflare-Resilient

Project Description

I already have a working Python-based video uploading automation tool. I need an experienced developer to modify and improve the existing tool so it can handle Cloudflare protection and verification challenges more reliably.

The tool automates video uploads to multiple websites using browser automation. When Cloudflare verification or security challenges appear, the workflow may get interrupted.

Scope of Work

- Review and modify my existing Python scripts.
- Improve Cloudflare challenge detection and handling.
- Maintain browser sessions and cookies where permitted.
- Implement a manual verification workflow when a challenge requires human interaction.
- Resume uploads automatically after successful verification.
- Add retry mechanisms, error handling, logging, and recovery for interrupted uploads.
- Ensure compatibility with my existing uploading workflow.
- Test the changes on the target websites.

Required Skills

- Advanced Python programming.
- Playwright or Selenium browser automation.
- Cloudflare-protected website troubleshooting.
- Browser session and cookie management.
- Automation reliability, debugging, and error recovery.

What I Will Provide

- Existing uploading tool and source code.
- Target website URLs.
- Details of current Cloudflare-related errors.
- Testing environment and reproduction steps.

Expected Deliverables

A modified version of my existing tool, tested and documented, with improved handling of Cloudflare verification and interrupted uploads.

Please include your relevant experience, proposed technical approach, estimated timeline, and fixed-price quote in your proposal.

Skills: JavaScript, Python, Linux, Web Scraping, Software Architecture, Software Testing, Debugging, Selenium, Automation, Cloudflare

Hi, I can build a reliable n8n workflow that receives webhook data, validates the required JSON fields, integrates with an external REST API, and returns a consistent JSON response with proper error handling.

I’ve built AI-powered automation workflows using n8n, REST APIs, OpenAI, and Supabase, including an AI-powered customer support agent.

For your project, I’ll focus on clean workflow design, input validation, authentication, error handling, and testing up to five sample cases. I’ll also provide the exported workflow JSON and clear setup instructions.

You can review my previous project here:
https://github.com/abderrahmane-staili/AI-Powered-Customer-Support-Agent

I’m ready to discuss the requirements and deliver a simple, maintainable solution within your two-day timeline.

Best regards