Document Formatting Projects

opportunityurgent

LEAD FLOW OR LEAD MANAGEMENT SYSTEM

Hi, I require a lead management / CRM system to manage and optimise our sales leads workflow. To save time this should be a ready existing platform that you already have and can customise extensively to our requirements. The platform once customised and ready should be on my server with no third party links or ongoing fees etc The most critical requirement is that the system must support 8x8 internet telephone integration (for direct calling from within the CRM) as well as WhatsApp messaging integration, so that assigned sales agents can make calls, send WhatsApp follow-ups, and manage communication directly from the platform without leaving the system. Based on the attached examples, I require a modern, clean, dashboard-style CRM with the following features and functions: Core Lead Management Features Centralised lead database Add / edit / delete leads Assign leads manually to specific agents Automated lead allocation (optional) Lead ownership tracking Lead notes / internal comments Lead history / activity timeline Search and filter functionality Bulk import of leads via CSV / Excel Export functionality Duplicate lead detection Lead Pipeline / Sales Funnel Management A visual Kanban-style pipeline similar to the examples, with drag-and-drop movement between stages. Custom lead stages such as: New Contacted Qualified Proposal Sent Negotiation Follow-up Closed Won Closed Lost Each lead should display: Company / lead name Contact person Phone number WhatsApp availability Lead source Deal value Lead temperature (Hot / Warm / Cold) Assigned agent Status Last contact date Next follow-up date Calling Integration (Critical Requirement) Must integrate with 8x8 internet telephone so agents can: Click-to-call directly from the CRM Receive inbound calls Call logging Call duration tracking Call recording access (if supported) Missed call tracking Call notes Call outcome tagging Agent call statistics Number masking / routing if available WhatsApp Integration (Critical Requirement) Direct WhatsApp messaging from within the system. Required functionality: One-to-one WhatsApp conversations Message templates Quick replies Follow-up reminders WhatsApp chat history linked to each lead Ability to send documents / media Agent assignment for WhatsApp chats Delivery / read status (if supported) WhatsApp Business API compatibility Follow-Up / Reminder Management Dedicated reminders dashboard similar to the examples: Set follow-up reminders Time/date-based reminders Agent notifications Overdue reminders Reminder completion tracking Callback scheduling Daily follow-up queue Agent Management Multi-user agent access with role permissions. Roles may include: Super Admin Sales Manager Sales Agent Read-only / reporting user Per-agent management: Assigned leads Activity logs Call stats WhatsApp stats Conversion performance Revenue performance Daily / weekly productivity Targets / KPI Tracking This is important. Need agent performance dashboards showing: Sales targets Revenue targets Lead conversion % Calls made Calls answered WhatsApp messages sent Follow-ups completed Deals closed Value closed Monthly performance Leaderboard ranking Agent comparison reports Visual analytics similar to the screenshots: Revenue charts Conversion charts Source breakdown Lead stage breakdown Agent leaderboard Monthly performance reports Dashboard Executive dashboard with: Total leads Active leads Closed deals Total revenue Conversion rate Hot leads Follow-ups due today Agent rankings Recent activity feed Communication Features Internal notes between team members Tagging / mentions Communication logs SMS option (optional) Email integration (optional) Lead Capture / Source Tracking Track lead source such as: WhatsApp Website forms Facebook Ads Google Ads Cold calling Referrals LinkedIn Manual entry CSV import Optional API / webhook integrations for automatic lead capture. Forms / Lead Creation Lead creation form should include: Company name Contact person Phone / WhatsApp Email Deal value Stage Temperature Assigned agent Source Notes Follow-up date Custom fields Reporting Advanced reporting required: Agent reports Revenue reports Conversion reports Lead source ROI Missed follow-up reports Call performance reports Exportable PDF / Excel reports Technical Preferences Please specify: Whether your solution is existing Technology stack Security measures Backup system API availability Integration limitations UI / UX The system should have: Modern light professional interface such as white and grey Fast responsive dashboard Desktop-first, but mobile-friendly Clean navigation High usability for call centre teams Proposal Requirements Please provide: Whether this is custom-built or based on an existing CRM Relevant previous examples / demo access The fastest turnaround and lowest quote gets the job Best Regards, Adam

SQUARESPACE WEBSITE CORRECTIONS & REFINEMENT — FULLANTHROPY LLC

I am seeking an experienced Squarespace designer to refine and correct an existing six-page Squarespace website for Fullanthropy LLC, a boutique philanthropic advisory and nonprofit management consulting firm based in the United States. The site is structurally built with fully locked copy, a complete brand asset library, and a detailed corrections brief ready to deliver. This is not a full website build — it is a precision refinement project requiring a designer who can execute a detailed brief with accuracy, creativity, and strong attention to brand standards. THE WORK INVOLVES: — Correcting design, layout, and color issues across six pages — Replacing unauthorized design elements with approved brand assets — Removing all animations sitewide using SquareKicker — Implementing custom CSS for typography and form styling — Creating a flowing five-color brand gradient for use as a section background — Applying organic, flowing card shapes in place of generic rectangular elements — Refining the footer sitewide with a new background image and restructured layout — Building a custom 404 page with football-shaped navigation buttons — Ensuring full brand consistency across all pages THE BRAND: Fullanthropy has a fully developed visual identity including seven brand colors with specific hex codes, three fonts (Josefin Sans, Josefin Slab, and Tangerine — the latter requiring custom CSS implementation), five fish assets in brand colors, twelve custom icons, a stacked wave SVG divider, and wave-shaped call-to-action buttons. All assets are organized and ready to deliver. WHAT YOU WILL RECEIVE: — Complete Master Corrections Brief with page-by-page instructions — All brand assets including fish PNGs, SVGs, icons, and photography — Full copy documents for every page — Asset placement map — Original comprehensive creative brief — Squarespace contributor access IDEAL CANDIDATE: — Proven Squarespace experience with portfolio demonstrating design-forward, brand-aligned work — Squarespace Circle membership preferred — Experience with custom CSS in Squarespace — Strong color sensibility and typographic instincts — Clear, professional communication in English — Available to begin immediately TIMELINE: Delivery required by May 7, 2026. This is a firm date. To be considered, please include: 1. Your Squarespace portfolio — specifically design-forward, brand-driven work 2. Your proposed timeline for delivery by May 7 3. Your fixed project fee 4. A brief note on your experience with custom CSS and SquareKicker I look forward to hearing from you.

Manually Reconcile Xero Accounting Softwear

Urgent Xero Expert Needed Today / Early Tomorrow – Bank Reconciliation, Management Accounts & 6-Month Cash Flow Forecast I need an experienced Xero bookkeeping/accounting expert available as soon as possible, ideally on Sunday 3rd May 2026 or early Monday 4th May 2026, working to a UK timezone. This is an urgent task and I need someone who can work quickly, accurately, and communicate directly with my co-founder throughout the process. Project Overview I launched the business using three separate bank accounts in my personal name. These bank accounts have now been uploaded into Xero, and I need all transactions properly reviewed, reconciled, and allocated so that the accounts present clearly and professionally. The key requirement is to reconcile the activity across all three bank accounts and create a clean financial position, including correctly reflecting amounts introduced into the business through my Director’s Loan Account. Scope of Work The work required includes: Xero bank reconciliation Reconcile all transactions from the three uploaded bank accounts. 2 business account and 1 personal account. Correctly categorise all income, expenses, transfers, and business-related payments. Identify and resolve any duplicate, missing, or unclear transactions. Director’s Loan Account Ensure all personal funds used for the business are correctly treated through the Director’s Loan Account. Reconcile inbound and outbound payments properly. Make sure the Director’s Loan Account position is accurate and clearly explainable. Consolidated bank view Create the accounting effect of the three bank accounts being treated as one combined business funding source for ease of review. Ensure the final records are clean, logical, and easy to understand. Management Accounts Prepare management accounts for 2026 up to 30 April 2026. Include profit and loss, balance sheet, and any key notes or assumptions. Present the accounts in a clear format suitable for internal decision-making. Cash Flow Forecast Create a 6-month cash flow forecast covering May 2026 to November 2026. Forecast should be practical, easy to follow, and based on the reconciled Xero data and agreed assumptions. Ideal Freelancer You must be: Highly experienced with Xero Confident handling bank reconciliations across multiple accounts Familiar with Director’s Loan Accounts Able to work quickly under time pressure Available immediately or very shortly Comfortable communicating directly with my co-founder Able to produce clear management accounts and a cash flow forecast UK timezone preferred, or able to work UK hours today/tomorrow Deliverables By completion, I need: Fully reconciled Xero bank transactions Correct Director’s Loan Account position Clean treatment of the three bank accounts as one combined funding view Management accounts to 30 April 2026 6-month cash flow forecast from May to November 2026 A brief handover explaining what has been done and any assumptions made

AI Video Content Marketing Specialist

We are looking for one AI Video Content Marketing Specialist to manage the full video content marketing workflow from planning, AI-assisted content creation, video production, platform adaptation, automated publishing, and performance improvement. This role is suitable for a multi-skilled person who can combine AI tools, content planning, copywriting, short-form video production, social media publishing, automation setup, and performance analysis in one position. Key Responsibilities Receive and understand marketing strategy briefs, audience insights, campaign goals, priority topics, and target audiences. Plan content calendars, video ideas, storyboards, hooks, captions, CTAs, hashtags, and publishing schedules. Use AI tools to create video scripts, captions, visuals, reels, subtitles, website content, creative assets, and platform-specific content variations. Produce and edit short-form video content for Facebook, Instagram, TikTok, website, and other digital channels. Adapt content for different platforms with the correct format, tone, size, caption style, hashtag strategy, and CTA. Set up and manage AI-assisted workflows to make daily content production faster, more consistent, and easier to scale. Use AI automation to support content planning, script writing, caption creation, storyboard drafting, subtitle generation, creative asset creation, content repurposing, publishing preparation, and performance reporting. Check content quality before publishing, including grammar, subtitles, branding, visuals, links, CTA accuracy, and platform requirements. Schedule and publish daily content across multiple channels using social media management and publishing tools. Track performance results such as views, reach, engagement, clicks, watch time, audience response, website traffic, and leads. Analyze content performance and provide feedback to improve future content strategy, creative direction, hooks, captions, visuals, timing, and platform execution. AI Automation Capability The candidate should be able to use AI tools to automate and speed up the content marketing workflow. AI can assist with: Content idea generation Video script writing Storyboard drafting Caption and CTA writing Hashtag suggestions Subtitle generation Visual and creative asset creation Short video variations Platform-specific content adaptation Content calendar support Publishing preparation Performance summary reports Feedback and improvement suggestions However, the candidate must still review, edit, and approve AI-generated outputs to ensure accuracy, brand consistency, content quality, correct messaging, and platform suitability before final publishing. Requirements Experience in social media marketing, content creation, short-form video, digital marketing, AI-assisted content production, or marketing automation. Able to use AI and creative tools such as ChatGPT, Canva, CapCut, Adobe Express, Runway, HeyGen, Synthesia, Descript, ElevenLabs, Midjourney, or similar tools. Basic video editing and graphic design skills. Strong English writing skills for captions, scripts, hooks, CTAs, subtitles, and website content. Good understanding of Facebook, Instagram, TikTok, website content, and video platform formats. Able to manage content calendars, daily publishing schedules, and multiple content streams. Able to set up simple AI-assisted or automated workflows for content production and reporting. Detail-oriented, organized, creative, reliable, fast-learning, and able to work independently. Able to analyze basic performance metrics such as views, reach, engagement, clicks, watch time, website traffic, and leads. Preferred Candidate The ideal candidate is someone who can manage the full process of plan, create, adapt, automate, publish, analyze, and improve.

"New Customer" Conversion Phone Sales

Position Purpose This appointment operates as the primary professional gateway for landlords, managing agents, and property operators seeking immediate guidance on regulatory compliance and enforcement exposure within England, with responsibility to convert those enquiries into paying clients. This is a sales role requiring strong human sales skills and availability for UK working and evening hours, making UK based candidates most suitable. Comfort must be demonstrated in asking direct and sometimes difficult questions to obtain accurate and truthful answers. Information must be gathered efficiently and prospects must be guided with authority to book and pay for a consultation. Each lead will already have identified a need for the firm’s services. The role requires structured interviewing, qualification against the firm’s offering, and progression to a paid, high value consultation with the Casework Director. Responsibility includes disciplined management of inbound and outbound communications, rapid extraction of relevant information, and structured progression of enquiries into retained legal consultations valued in excess of £500. This is not an administrative post. This is a revenue enabling, compliance sensitive, front line role requiring judgement, authority, and measurable commercial impact. Key Responsibilities All telephone engagements must be conducted promptly, professionally, and with controlled authority. Approved diagnostic frameworks and scripts must be followed precisely during initial development in the role. Conversations must be steered firmly to maintain focus, clarity, and relevance. All required data must be captured accurately in real time and recorded in compliance with internal standards. The seriousness of each legal issue must be assessed through structured questioning, with matters triaged appropriately. Where appropriate, callers must be confidently guided towards booking a paid consultation. Financial transactions must be processed calmly, securely, and in accordance with company procedures. Between 20 and 30 calls per day will be managed once established in the role. A minimum of 2 structured triage calls per hour is expected during a 6 to 7 hour working day once competent. All personal and case information must be verified verbally and confirmed for accuracy. All post booking communications must be triggered correctly without omission. Any inconsistency, uncertainty, or legal risk must be escalated immediately. Absolute Requirements Fluent spoken English is mandatory, delivered with clarity, confidence, and a professional tone. A natural alignment with England based communication standards is required. A working understanding of UK address structures, postcode formats, local authority terminology, and regulatory language is essential. Strict adherence to process and compliance protocols is non negotiable. Each call must be conducted with calm authority and commercial awareness. Experience Required Prior experience in a structured telephone environment such as professional services intake, regulated sales, or call centre operations is required. Proven success in converting prospects into paid professional services is essential. Experience handling high value transactions and processing card payments by telephone is required. Experience working in target driven environments is expected. Exposure to legal, property, or compliance sectors is desirable. Skills and Attributes Strong listening capability with the ability to isolate key facts quickly. Ability to redirect conversations while maintaining authority. Commercial confidence to secure payment when appropriate. High attention to detail with zero tolerance for inaccuracy. Resilience under sustained call volume. A composed and authoritative telephone presence. Professional scepticism with no assumptions made. Security and Integrity References must be verifiable. Background screening will be required. Confidentiality and data protection standards must be upheld at all times. Sensitive legal and financial information will be handled, requiring absolute integrity. Working Pattern Availability of 6 to 7 hours per day is required. Call volumes must be managed within that period without backlog. Flexibility may be required to meet demand. Final Statement This appointment sits at the commercial heart of the organisation. It requires discipline, structure, authority, and commercial awareness. This role suits an individual who understands that precision and control generate trust and results, and who is capable of converting new customer engagement into retained business through structured relationships.