Market 2Bresearch Projects

urgent

B2B Sales Specialist: Convert Salons to Redliners Meche

I am looking for a results-driven sales professional or telemarketer to conduct an outreach campaign targeting hairdressing salons. The objective is to convert salons currently using competitor Meche products over to Redliner Highlighting Meche. Redliner Meche is positioned as a premier choice for hairdressers, matching or exceeding the quality of leading brands while offering three distinct competitive advantages: Unrivaled Versatility: Redliner is the only brand to manufacture two types of Meche—including a version with a wider tape for extra hold—ensuring it can replace any competitor brand currently used in a salon. Educational Innovation: It is the only Meche featuring printed guidelines, making it an useful tool for consistent apprentice training and maintaining precise client records. Market-Leading Value: Despite its premium features and high quality, Redliner remains the lowest-priced Meche on the market.

Authorized Signatory & Corporate Secretary for Wyoming LLC

We are looking for a US-based professional to serve as an Authorized Signatory / Corporate Secretary for a Wyoming LLC. This is a strictly administrative, non-operational role. The Context: Our company operate in real estate in Europe. We use the Wyoming LLC for preliminary market research and communication with legal and administrative counterparties. For strategic reasons, we require a US-based signatory to maintain a professional US presence in legal correspondence. Core Responsibilities: -Sign a strictly limited, non-financial Power of Attorney (PoA) for our legal counsel in Poland. -Be identified in a Certificate of Incumbency as an Authorized Officer/Secretary. Safety & Liability: This is a ministerial role. You will have ZERO access to bank accounts, ZERO authority to incur debt, and ZERO business decision-making power. All actions are taken solely based on written internal resolutions provided by the owner-general manager. We provide full KYC and a comprehensive Indemnification Agreement. Ideal Candidate: Paralegals, Notaries, Estate Administrators, or Business Professionals experienced in corporate governance. Note: We do not require a CPA license for this role; we require reliability and an understanding of corporate representation.

opportunity

Build a business plan service for new businesses

I want to build a service where I help people write their own business plans and start their businesses. I’m looking for an experienced business writer or consultant to help me create a strong business plan template, structure, and guidance that I can use with clients. The goal is to make it simple and clear for beginners who have never written a business plan before. This may include: Creating a business plan template Writing examples for each section (executive summary, marketing, finance, etc.) Structuring step-by-step guidance for beginners Helping me understand how to guide clients through the process I want something practical, easy to use, and beginner-friendly. There may be ongoing work if this goes well. Please share any relevant experience with business plans or startup support.

opportunity

Hotel Outreach & Awareness Calls

JoHotel Outreach & Awareness Calls We have recently developed a new small sports centre with a tennis court on a Greek island and are looking to increase awareness among local hotels and accommodation providers. We are seeking a reliable person to undertake a one day outreach task involving approximately 60 phone calls to hotels, villas, and accommodation providers on the island. Call need to be made in English. The purpose of the calls is market awareness and informal promotion through natural customer-style enquiries. Task Description: Call hotels and ask about accommodation availability for approximately one week in June. If availability exists, casually ask whether the hotel helps provide access to sports facilities or tennis activities on the island. If the hotel is not aware of the tennis facility, politely mention that a friend recommended the island because a new tennis sports centre has recently opened and that there is also a website showing the facility and booking information. The conversation should remain friendly, natural, and informal — similar to a normal tourist enquiry. Requirements: Good spoken English (additional Greek language skills are a strong advantage). Friendly and confident telephone manner. Ability to speak naturally and conversationally. Reliable daily reporting of completed calls. Experience in customer service, tourism, sales, or telephone outreach is beneficial. Target: Basic notes from conversations (aware/not aware/interested/etc.). The overall goal is to gradually increase awareness of the new tennis sports centre among tourism businesses on the island and encourage hotels to begin recommending it to their guests as a free activity.

Indonesian import regulatory compliance

Indonesian import regulatory compliance We are planning to import electric food trailers from China into Indonesia to test market viability with a small initial shipment. Seeking expertise on Indonesian import and road-use regulations for two configurations: an electric bike plus food trailer, and a standalone food trailer. Require clarification on customs classification, vehicle type approval, registration, safety standards, and road legality for both setups. Need guidance on equipment-specific requirements for ovens, refrigerators, freezers, grills, electrical installs,. Experience in import/export, Indonesian regulatory compliance, and prior engagement with similar vehicle or mobile food unit approvals will be highly valued to evaluate feasibility and ensure documentation, labeling, testing, and permits meet local authorities’ expectations.

opportunity

Qualified Accountant for Capital Allowance Claims

We are looking to build a working relationship with a qualified UK accountant who can support us with embedded capital allowance claims for commercial property clients. We already have a proven process in place for generating and qualifying claim opportunities. We deal with the client acquisition, initial fact-find, document chasing, property information, and coordination of the surveying side. The claims are prepared by a chartered surveyor. We now require an accountant who can assist with the tax review and submission side. The role would typically involve: Reviewing/signing off embedded capital allowance claims Ordering HMRC agent authorisation codes where required Submitting relevant amendments/claims to HMRC Liaising with us if any further client information is required Supporting with the technical tax submission process Our current accountant is very good, but due to the volume of work coming through, they cannot handle the full workload. We are therefore looking for an additional accountant or small firm who can take on consistent work. This could be an attractive opportunity for the right accountant because: No client acquisition required No marketing spend required Qualified claim opportunities provided Surveyor-prepared reports supplied Potential for regular ongoing work Opportunity to add an additional revenue stream with limited front-end work Embedded capital allowances are often missed by commercial property owners and general accountants, particularly where properties have been purchased or improved and no previous claim has been made for qualifying fixtures, plant, machinery or integral features. We are looking for someone reliable, commercially minded and experienced enough to deal with the tax submission side properly. Ideally, you will be a qualified UK accountant with experience in capital allowances, Corporation Tax/Self Assessment amendments, HMRC agent authorisation, and tax claim submissions. Please respond with: Your qualifications Your experience with capital allowances Whether you currently have HMRC agent access Your availability/capacity for ongoing work Your preferred fee structure per claim or per submission This is not a one-off job. We are looking for a long-term working relationship with the right accountant.

Freelance Business Development Manager Needed –UK BASED ONLY

Dear Candidate, We are seeking an experienced Freelance Business Development Manager to help grow our plumbing and heating business through lead generation, commercial partnerships, customer retention, and business growth strategies. Applicants must have a minimum of 10 years’ proven experience specifically helping plumbing and heating businesses grow. Only candidates with direct industry experience in plumbing, heating, HVAC, or related trade services will be considered. Key Duties & Responsibilities: • Generate high-quality domestic and commercial leads • Build relationships with landlords, estate agents, developers, facilities management companies, and commercial clients • Increase recurring revenue through maintenance contracts and boiler service plans • Follow up quotations and improve conversion rates • Develop local marketing and growth strategies for plumbing and heating services • Improve customer retention and repeat business • Identify partnership and networking opportunities within the industry • Assist with CRM systems, sales pipelines, and customer follow-up processes • Provide monthly reports on growth, leads, and business performance • Support business expansion and long-term scaling strategies Requirements: • Minimum 10 years’ experience helping plumbing and heating businesses grow • Proven track record with measurable results • Strong understanding of the plumbing and heating industry • Excellent communication, sales, and negotiation skills • Ability to work independently on a freelance basis • Self-motivated, reliable, and results-driven Please send your experience, case studies/results, and availability for consideration. Kind regards,

Social Media Setup & Growth for Ewell House Pharmacy & Travel Cl

I am looking for an experienced UK-based social media freelancer to create and professionally manage my Facebook and Instagram pages for: Ewell House Pharmacy & Travel Clinic The pharmacy is under new ownership and has recently been rebranded with a strong focus on private clinical services alongside NHS pharmacy services. Our key focus services are: Hay Fever Injections Weight Management / GLP-1 Services Travel Vaccinations & Travel Clinic Pharmacy First General health services What We Need We are looking for someone who can: Create and optimise Facebook & Instagram business pages Design professional branding/layouts/posts Create engaging local content Promote our Hay Fever Injection service locally Promote Weight Loss services professionally and compliantly Improve local awareness and reputation Help grow followers, engagement and enquiries Link social media with our website: Ewell House Pharmacy & Travel Clinic Important Background The pharmacy was poorly managed previously and unfortunately developed a poor local reputation. Since taking over, we have invested heavily into stock, services, branding and patient experience. We are now repositioning the business as a modern pharmacy and travel clinic with a strong focus on private services and patient care. Ideal Freelancer UK-based preferred Experience working with pharmacies, clinics, aesthetics, healthcare or regulated industries Knowledge of Facebook/Instagram advertising is a bonus Able to create modern, clean and trustworthy content Understands how to market healthcare services professionally without making misleading claims Please Include Examples of previous healthcare/pharmacy/social media work Whether you personally create/manage the content What is included in your monthly pricing Expected turnaround time Whether ongoing management is available

APP Design & application Expert

I am the Managing Director of a UK based company. Over the past few months, we have been working with a development company to build an app, which is currently around 50–70% complete. This is our first experience developing a product like this. We have also been working with a freelancer, but their experience; particularly in aesthetics, user flow, and overall customer experience, is not at the level we require. As a result, we are looking for a high-end app developer or product specialist to work with us on a consultancy basis. We expect this to involve approximately 5 to 10 hours over the next couple of weeks. Initially, we would need someone to: * Understand the project through videos and written documentation * Join us on a live demonstration with the existing developers * Analyse and review the near-final product * Provide strategic feedback on user experience, flow, functionality, and overall polish We have found that many developers are highly technical but can only work to guidance as appose to initiative. What we are looking for is someone who can think independently, understand both the business owner and end customer journey, and identify improvements proactively. The app is designed for business owners and their customers, and includes features such as: * Marketing tools * Loyalty schemes * Event management * Prepay / pre-order functionality * Customer interaction and engagement Fluent English and confidence in face-to-face meetings are essential. If you believe you are the right person to help, please get in touch. - I would also like to add; if you have applied before. We have your details on record & will contact you, if we want to consider you for the assignment. Thank you.

opportunity

Senior SEO Consultant – Healthcare & AI Search

We are looking for an experienced SEO consultant to support the growth of a highly competitive international healthcare brand in the hair transplant industry. This is NOT a beginner-friendly position. We are specifically looking for someone with real-world experience in: International SEO Technical SEO Healthcare / medical SEO AI search visibility (ChatGPT, Gemini, Perplexity) Entity & authority building Digital PR Google core updates Large-scale content strategy EEAT optimization “Please do not apply if your strategy is mainly based on bulk backlinks or automated AI content.” Internal linking architecture Important:We are NOT looking for: Generic backlink packages Fiverr-style SEO Automated AI content spam “Guaranteed rankings” Basic on-page optimization only Our market is highly competitive (US, UK, EU) and we expect strategic-level thinking, not checklist SEO. Requirements: Proven case studies in competitive niches Strong understanding of modern Google algorithms Experience with AI search / LLM visibility is a major plus Ability to identify technical and authority-related SEO issues Experience with healthcare, cosmetic surgery, or high-trust industries preferred Please include: Relevant case studies Websites/brands you worked on Specific ranking or traffic improvements Your approach to modern SEO in the AI era We prefer long-term collaboration with the right consultant.

Logo Design for CPG Brand - Redeem Protein

We are seeking a talented graphic designer to create a unique and eye-catching logo for our CPG brand, Redeem Protein. The ideal candidate should be able to translate our brand values into a visual identity that resonates with our target audience. The logo should reflect health, fitness, and quality. Please provide a portfolio showcasing your previous logo designs. We look forward to collaborating with a creative professional who can deliver an innovative design that stands out in the market. SPORTS + HOSPITALITY BRAND LOGO DESIGNER NEEDED (Beverage / Lifestyle / Culture Brand) We are looking for a high-level logo and brand identity designer to help develop a modern sports-inspired beverage and lifestyle brand. The brand direction blends: • Hospitality culture • Athletic performance energy • Premium beverage branding • Community-driven identity • Modern retail appeal We want a visual identity that feels bold, scalable, memorable, and culturally relevant across: • Beverages • Functional drinks • Apparel • Hospitality partnerships • Retail shelves • Food service environments The aesthetic should feel somewhere between: • Modern sports branding • Premium beverage packaging • Hospitality culture • Streetwear influence • Clean retail-ready design We are looking for: • Main logo concepts • Brand icon/symbol • Typography direction • Color palette • Sports/lifestyle brand feel • Packaging mockups preferred Ideal experience: • Beverage brands • Sports or athletic branding • Streetwear or lifestyle brands • Hospitality or restaurant branding • Packaging design Please include: • Portfolio examples • Beverage or sports-related work • Logo systems you’ve created • Any apparel or packaging work Bonus if you understand: • Community-driven brands • Culture-first storytelling • Hospitality industry aesthetics • Retail-ready design systems We are building something intended to scale across multiple categories, so we’re looking for a designer who understands how to create a timeless and expandable identity. Open to long-term collaboration with the right creative partner.

Workspace Setup & Operations Project

This role requires working from the office at Liverpool Street, London. We are looking to hire a freelance office assistant for 1 month initially, with the possibility of extension depending on performance and ongoing needs. The role is based at Liverpool Street, London, with flexible working hours. The role supports a new office setup and day-to-day coordination, including sourcing and ordering office furniture and equipment (monitors, sofa, wardrobe, plants, etc.), managing branded items (T-shirts, cups, onboarding packs), and ensuring all purchases align with budget requirements. You will also coordinate with co-working management and the marketing team for office branding (e.g. wall logo installation). Additional responsibilities include basic IT coordination (e.g. arranging laptop repairs), managing office supplies such as fruits and snacks, and supporting general office logistics and communication.

Presentation Design– Deck

(PowerPoint/PDF) Senior Presentation Designer – Institutional Restructuring / Private Credit Deck (PowerPoint/PDF) We require an experienced presentation designer to produce Version 3 of an institutional-grade restructuring and distressed asset recovery presentation deck for “Keystone ARVM”. This is NOT a property marketing brochure or sales deck. The final output must resemble: • private credit • restructuring advisory • special situations • lender credit committee • insolvency / recovery style presentation material. The project involves implementing a detailed production mark-up pack containing: • page-by-page copy amendments • replacement tables • governance flow diagrams • visual repositioning • institutional branding updates • legal wording controls • formatting and layout refinement Key requirements: • Strong PowerPoint presentation design experience • Experience with investment banking, restructuring, PE or consulting-style decks • Excellent typography and layout discipline • Ability to create clean governance/process diagrams • Native or highly fluent English comprehension • Ability to follow exact wording instructions without paraphrasing technical/legal sections Deliverables: • Fully updated editable PowerPoint deck • Print-ready PDF • Two revision rounds included Style direction: Restrained, institutional and professional. Think: Kroll / Alvarez & Marsal / PwC restructuring / private credit investment committee material. NOT: Property developer brochure Estate agency marketing Construction sales material Please provide: • Relevant portfolio examples • Examples of institutional or financial presentations • Estimated turnaround time • Fixed fee quotation A full V3 production mark-up pack will be provided to the selected freelancer. We will also want a Keystone logo creating and placing as is relevant

Well Done Works Business ideas and formation

I have recently formed a new LLC but I am totally ignorant of hire to properly build the businesses credit as quick as possible. I have just fitter matured for the first time last July I was ac year and a half before that in prison and I did 11 years. I had a great job as a utilities contractor but that would require me to move and my wife had worked for the city almost 20 years I can’t make her leave nor can I leave her.I have been without work for almost 2 months I have saved money but it will run out and I will be a back to being a space for someone else again. I am college educated but when they find it I have been in prison that long I get denied. I was convicted on fraud charges and given 13.8 years I don’t do any dumb moves without truly considering the consequences . I know a lot of people that are licensed plumbers and irrigation specialists or I have to dump trailers and could do a junk removal business. I need someone with the knowledge to help build the LLC’s credit and the experience to help decide what type of business and how to start a marketing campaign to slowly start to get jobs and form my own business.

Video Editor

Seeking a talented Remote Video Editor to craft compelling, brand-aligned videos from raw footage. Responsibilities include editing for social media and marketing, adding music, effects, graphics, and transitions, collaborating with producers and creators, maintaining consistent visual style and tone, optimizing exports for platforms like YouTube, Instagram and TikTok, managing multiple projects, and refining edits per feedback. Requirements: proven editing experience, proficiency in Premiere Pro, Final Cut Pro or DaVinci Resolve, knowledge of codecs, basic motion graphics and color correction, strong storytelling, attention to detail, time management and reliable remote work capability. Competitive pay, flexible remote environment, diverse creative projects and supportive team culture.

Remote Business Support & Administrative Assistant

About Us： We are a growing international online business team expanding our operations across the UK and European markets. We work through a flexible remote collaboration model and are currently looking to expand our remote support team with reliable long-term collaborators. Our team works across e-commerce, digital operations, and international coordination projects within European markets. The Role： We are seeking a reliable, organized, and proactive Remote Administrative Assistant to support our team with day-to-day administrative tasks, communication coordination, and general operational support. This role is suitable for individuals with remote administrative, coordination, or online business support experience seeking flexible long-term collaboration. Key Responsibilities： • General Administrative Support: Assist with scheduling, documentation, organization, and routine operational tasks. • Communication Coordination & Follow-ups: Help coordinate communication between our international team and regional operations. • Task Coordination: Assist with tracking schedules, operational updates, and maintaining organized workflows for ongoing projects. • Project Assistance: Occasionally support communication follow-ups, document organization, and coordination tasks related to ongoing business activities. Requirements： • Applicants should currently be living in the UK and available during standard UK business hours. • Previous experience in administrative support, remote assistance, Virtual Assistant (VA) roles, or online business operations is highly valued. • Strong communication skills, responsiveness, and organizational ability. • Able to manage routine tasks independently while maintaining clear and consistent communication with the team. • Comfortable working in a remote and collaborative environment. What We Offer： • Consistent long-term collaboration opportunities. • Flexible remote working arrangement that can fit around your existing schedule. • Structured onboarding, clear workflows, and ongoing team support. • Friendly and supportive international team environment. How to Apply： If you are interested, please send a short introduction including the following information: 1. A brief summary of your remote administrative or business support experience. 2. Your typical weekday availability and response time. 3. Any previous experience working remotely with international teams (if applicable). We look forward to hearing from you!

Children’s Book

Hi! I’m looking for a children’s book illustrator for a faith-based bedtime picture book called Dario Says Goodnight to Jesus for ages 3–5. This is a warm, soft, cozy bedtime story about a loving Black family and a little boy named Dario who asks his mommy and daddy to pray with him before bed. The story focuses on gratitude, Jesus’ love, bedtime prayer, family, comfort, and feeling safe at night. Illustration Style Wanted: * Soft, warm, cozy bedtime-story feel * Gentle, emotional expressions * Peaceful nighttime and bedtime scenes * Warm lighting and soft textures * Calm, comforting, family-centered illustrations Characters: * Dario: Black toddler/preschool-aged boy (3–5), sweet, expressive, cozy pajamas * Mom: Loving Black mother, warm and nurturing * Dad: Loving Black father, calm and supportive * Consistent characters across all pages is very important Project Details: * Approximately 8 interior illustrated pages * Front cover (optional back cover) * Full-color illustrations with backgrounds * Print-ready files for publishing * 100% original artwork (NO AI or template-based illustrations) * Sketch approval before final artwork Publishing Requirement: I plan to self-publish through https://kdp.amazon.com, so I need illustrations prepared in print-ready format including: * 300 DPI high resolution * Correct trim size (around 8.5” x 8.5” square book) * Proper bleed and margins * Final files ready for upload Rights & Usage: This is a commercial project, and I will need an exclusive commercial license for all final illustrations. This means: * I will have exclusive rights to use the artwork in my book * The illustrations and characters cannot be reused, resold, or redistributed * I can publish on Amazon, print platforms, ebooks, and sell worldwide * I can use the artwork for marketing and promotion * Please confirm exclusive rights upon final payment and completion When applying, please include: * Children’s book portfolio (preferably full book pages) * Sketch-to-final process examples * Pricing and timeline for an 8-page book + cover * Confirmation artwork is original and hand-created Thank you!

opportunity

OpenClaw and CODEX Agent / Automation Setup

I am looking for an experienced AI automation developer to help build a business agent and automation system across two main areas: 1) OpenClaw agent setup 2) Codex / automation workflows This project is focused on setting up AI agents and structured automations for business operations, research, email triage, reporting, Airtable-based workflows, RSS ingestion, Gmail integration, Telegram agent access and Formstack webhook-triggered outputs. I have already written the core agent descriptions and automation requirements. I will provide the selected freelancer with the agent overviews, required skills/tools from ClawHub, Cron job schedules, markdown instruction files, Airtable token links and intended outputs for each agent or automation. OpenClaw For the OpenClaw part, I have around 9 agents to create. These need to be hosted on a Hostinger VPS using Docker/OpenClaw, which is already live. The agents need to be configured, connected to Telegram, connected to the relevant Airtable bases, tested and set up so they can run as intended. Some agents will need to generate email reports, one may need permission to send outbound emails, and another will need to use an EmailHunter-style API. There are two people for whom the OpenClaw agents are required. For the first person, there are around 6 agents, including an Executive Assistant Agent, Website Research Agent, Network Agent and other business/research/reporting agents. For the second person, there are around 3 agents, also connected to Airtable. One of these should be able to process around 20-30 RSS feeds, add relevant items to Airtable or another suitable database, and generate a daily market report. For OpenClaw, I will provide: *Agent name and overview *Whether each agent is a master agent or sub-agent *Skills required *Any special skills that need to be created *The specific Airtables to use/update *Cron jobs *Markdown files of information *Any files to provide to the agent, such as PDFs or training materials Codex / Automation Workflows For the Codex/automation part, I have around 20 workflows/projects to create. Around 17 are for me personally and around 2 are for colleagues. The colleague workflows involve email triage from separate business Gmail accounts, so each mailbox needs to remain fully separate with its own OAuth/token access and knowledge context. The workflows must not mix users, emails or data between accounts. For my own workflows, the automations will mainly review Airtable data using Airtable Personal Access Tokens, generate scheduled business reports, triage Gmail, create draft outputs and send email summaries. Some automations may recommend or make Airtable updates, but sensitive actions should have approval gates rather than being applied automatically. Email triage should draft or report only, not send emails automatically unless specifically approved. Some of the workflows are slightly more complex. These include ingesting around 20 RSS feeds and writing a business opportunities report, using RSS feeds to draft LinkedIn posts, receiving a Formstack webhook and creating call notes, follow-up outputs and analytical reports, and receiving Formstack submissions with attached data to produce analytical market research reports. The webhook workflows may need n8n or a similar tool to receive and route the data before passing it into the AI workflow. Ideally, I would like generated reports to be consolidated into one email where possible, although I understand this may depend on the final architecture. For Codex/automation workflows, I will provide: *What each automation does *When each automation should run *What the output should be *Airtable links to update/review, where required *Emails to be sent from the automation and when *Email accounts to review/triage, where appropriate *RSS feeds, where required *Webhooks for two different forms What I Need From You Please provide a quote for setting up the OpenClaw agents and Codex/automation workflows above. I am looking for someone who can both implement the system and advise on the best technical approach. Finally, I will need a basic handover, including screen-recorded videos showing how the agents are set up, how markdown/instructions are updated, how Cron jobs are changed, how agents are tested, and how basic issues are diagnosed.

urgent

Urgent UK accountant for Goodlord reference

I urgently need a qualified UK accountant to help with a Goodlord tenant referencing issue. Important clarification: I do not have standard payslips, SA302, or my latest completed Self Assessment tax return available. That is the reason I need the accountant referee route. I am a UK limited company director. Goodlord has reopened my referencing application and said they may be able to verify my income if an accountant acts as my referee and confirms my income or projected income. The specific help I need is an accountant who can urgently review alternative evidence this weekend, including business bank statements, personal bank statements, marketplace revenue records, company details, a simple monthly P&L / management summary, and evidence of director drawings / transfers. If the evidence supports it, I need the accountant to respond directly to Goodlord confirming my current or projected director income. I am not asking anyone to confirm anything unsupported. I need a qualified accountant to review the evidence and confirm only what can properly be confirmed. Goodlord requires: 1. Full name of accountant referee 2. Accountancy firm name 3. Business email address, not Gmail/Yahoo/Hotmail 4. Landline number Requirements: 1. Must be UK based or experienced with UK limited company directors 2. Must be professionally qualified or part of a recognised accountancy body, for example ACCA, ICAEW, AAT, ICAS, CIPFA or similar 3. Must have a proper business email address 4. Must have a firm landline number 5. Must be willing to respond directly to Goodlord 6. Must be able to review documents urgently this weekend, ideally before Monday 7. Must be able to confirm whether this can be done without payslips or a completed latest Self Assessment tax return This is time critical because the property may go back on the market. Please only reply if you can move quickly and understand the specific issue. Please do not apply if you can only confirm income from payslips, SA302, or a completed tax return.

Experienced airtable developer/crm automation specialist

We are looking for an experienced Airtable developer / CRM automation specialist to build a custom CRM and operations system for our interior/window covering business. The system needs to centralize our sales pipeline, production planning, installations, team management, and financial overview into one streamlined platform. Main requirements: • Overview of all booked appointments including: • Date & time • Customer contact details • Address • Status • Assigned salesperson • Source platform (Calendly, Typeform, etc.) • Customer profile page with: • Contact details • Assigned salesperson • Quote/invoice amount • Curtain/order specifications • Order confirmation status • Production status • Installation status • Delivery/completion date • Integration with Moneybird for invoices/payments • Separate “Production” dashboard: • All orders currently in production • Production status and completion dates • Clickable customer profiles • Separate “Installation” dashboard: • Installation planning • Address overview • Budget/value per installation • Full sales funnel / pipeline overview: • Open quotations • Total quote value • Customers per sales phase • Pipeline tracking • Commission & channel reporting: • Revenue per channel (Kingdom Marketing, direct leads, etc.) • Monthly / quarterly / yearly reporting • Management dashboard: • Revenue • Expenses • Margins • Conversion ratios • Average order value • Sales performance per salesperson • Internal team/collaboration workspace: • Responsibilities per department and employee • Weekly planning and goals • Daily task checklists • Automatic notifications for unfinished tasks • Company vision/goals section • Internal team chat • Ability to tag colleagues and create internal to-do tasks linked to customer accounts Integrations: • Moneybird • Calendly • Typeform • Gmail integration (Phase 2) Phase 2: • Email automation workflows with templates and dynamic variables • Automated transactional emails (e.g. payment received → send personalized order confirmation) • WhatsApp Business automation: • Example: automatically send follow-up WhatsApp messages if no response to a quotation after 3 days Important: We value honesty, transparency, and clear communication very highly. We are looking for someone reliable who can work closely with us long-term and think proactively about improving workflows and automation. Required skills: • Airtable advanced setup • CRM architecture • Automation workflows • API integrations • Make.com / Zapier • Dashboard building • Experience with Moneybird integrations • Experience with communication automations (email/WhatsApp) • Strong UX and organizational thinking Bonus: • Experience with operational workflows • Experience with sales pipeline management • Experience building internal collaboration systems