Microsoft Dynamics Crm Projects

opportunity

GoHighLevel AI Voice Workflow Specialist

Hi, I am looking for an experienced GoHighLevel workflow builder who has genuine experience with Voice AI and more advanced automation systems. We’re building an outbound AI calling system for our AI consultancy that targets UK estate agencies. The foundations are already partially built, but we now need someone to properly structure, optimise and complete the workflows. The project includes things like: * outbound AI calling flows * callbacks and follow-ups * tagging/routing logic * reminders and no-show handling * long-term reactivation flows * CRM/pipeline movement * automated SMS/email actions There’s also a more advanced version of the build we may explore where one AI voice agent can transfer a live call to another AI voice agent and then back again, so experience with GoHighLevel Voice AI is important. We’re not looking for someone to just throw together basic workflows. We need someone who understands clean architecture, scalability and how to keep complex GHL systems stable and manageable long term. If you’ve worked on similar Voice AI or advanced GoHighLevel automation projects before, send over: * relevant examples * your experience with GHL Voice AI * and your thoughts on the best way to structure something like this.

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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

Advanced AI Chatbot Development with GPT-4 Integration

I am looking for a senior AI Developer to design and implement a sophisticated AI Chatbot for my business. The goal is to provide 24/7 automated support and lead generation using the latest LLM technologies. Key Requirements: Natural Language Processing: Integration with OpenAI (GPT-4) or Anthropic (Claude) for human-like responses. Knowledge Base: The bot should be trained on my specific business data (PDFs, URLs, or Database). Multi-Platform Integration: Must be deployable on my website and [WhatsApp/Telegram - qaysi biri kerak bo'lsa qoldiring]. Actionable Tasks: Ability to book appointments or collect user information and send it to a CRM/Google Sheets. UI/UX: A clean, modern chat interface that matches my brand identity. Deliverables: Fully functional AI Chatbot. Source code and documentation. Short tutorial on how to update the knowledge base. Please provide examples of similar AI agents you have built previously.

2x Clinics 1xad for each on Facebook and Instagram

We are a small family-run healthcare clinic looking for a freelancer to help us run Facebook and Instagram lead generation ads across two clinic locations. We would like to run one advert per clinic focused on promoting a new patient offer, which includes a discounted first consultation and treatment. The ideal setup would allow potential patients to submit their contact details directly through the advert, with the information automatically transferred into a spreadsheet or system that our reception team can access for follow-up and booking calls. We are also looking for the ads and overall setup to be reusable, as this is a seasonal offer that we would like to relaunch several times throughout the year (e.g. summer campaigns and future promotions). We are ideally looking for someone with experience in: * Facebook & Instagram lead generation ads * Meta lead forms * Automation/integration into spreadsheets or CRM systems * Creating reusable ad campaigns * Healthcare, wellness, chiropractic, physiotherapy or similar service-based businesses (preferred but not essential) Please send examples of previous work, pricing, and what would be included in your service.

Senior Meta Ads Media Buyer

Promethean Consulting is looking for a Senior Meta Ads Media Buyer to help us generate qualified leads and booked calls for online coaches, consultants, and expert-based businesses. We help coaches doing roughly $5k–$30k/month install a done-for-you appointment engine using Meta ads, landing pages/VSL funnels, CRM automations, and appointment-setting systems. The goal is to produce consistent qualified booked calls that turn into high-ticket clients. We need someone who can take ownership of Meta campaigns from day one. You should already have experience running campaigns for high-ticket coaching, consulting, info-product, or expert-based offers. This is not an entry-level role. You will be responsible for managing campaigns, testing creatives and angles, analyzing performance, improving CPL and booked-call rates, and helping identify bottlenecks across the full funnel. The right person understands that the goal is not just cheap leads. The goal is qualified booked calls that convert into sales opportunities. Responsibilities include: Building, managing, and optimizing Meta ad campaigns Testing new creatives, copy angles, audiences, and offers Improving lead quality, booked-call rate, and cost per booked call Reviewing funnel performance and spotting bottlenecks Reporting performance clearly each week Working directly with the founder and team to scale campaigns Requirements: 3+ years of Meta Ads experience Experience with coaching, consulting, info-product, or high-ticket offers Strong understanding of lead gen, VSL, webinar, and booked-call funnels Ability to analyze data and make clear decisions Strong communication and ownership Experience with GoHighLevel, Google Sheets, Slack, ClickUp, or similar tools is a plus To apply, please send: A short Loom video introducing yourself 2–3 examples of past Meta campaigns and results Your portfolio, Upwork profile, or LinkedIn Your current availability A brief answer to this question: “If a campaign is generating cheap leads but very few booked calls, what would you look at first?”

Short-Form Video Editor for 10 Business Marketing Videos

We are seeking a professional video editor to transform raw vertical footage into 10 high-quality, short-form marketing videos (9:16 format) for our brand. The goal is to maximize viewer retention through clean cuts, dynamic pacing, and accurate on-screen text. We will provide 15–20 raw video clips, a clear content structure, and our brand guidelines. This project is fully safe, tracked, and funded via the PeoplePerHour Escrow system. Responsibilities Cut and reassemble raw vertical clips into 10 polished, 30–60 second videos. Add clean, synchronized on-screen captions adhering to provided style guidelines. Perform basic color correction and audio leveling to ensure professional sound quality. Source and integrate royalty-free background music and subtle sound effects where appropriate. Send Your Proposal! If you have a strong eye for timing and a portfolio packed with engaging, high-retention vertical video edits, we want to work with you. Please submit your proposal along with 2 or 3 links to short-form videos you have recently edited. We are ready to fund the escrow and kick off immediately—look forward to reading your proposals!

Webflow Website Build

Hi, I’m looking for someone to build my wellness and retreat consultancy website in Webflow so I can edit it myself after handover. What I have: I have a fully designed HTML/CSS file with all content, colours, fonts and layout already done. I just need it rebuilt properly in Webflow. What I need: • Replicate the design exactly from my HTML file • Built in Webflow so I can edit text, images and content myself • Mobile responsive • Contact form working • Connect to my domain stillsanctuaries.com The site includes: • Homepage with hero section and navigation • About section with photo • Retreat listings grid (9 retreats) • Land listings with lease and sale filter tabs (6 listings) • Services section • How We Work section • Why Choose Us section • I Am A… interactive persona section • YouTube section • Insights/blog section (6 articles) • Testimonials • Contact form • Footer Brand details: • Fonts: DM Serif Display, Cormorant Garamond, Jost • Colours: Sage #5C7A5E · Gold #C4A96B · Coral #D4745A · Cream #F2EDE4 · Dark #2C2C2A • Domain: stillsanctuaries.com Before you apply please confirm: • You can replicate an existing HTML design in Webflow • You have experience with Webflow CMS for dynamic listings • You will make it fully editable after handover • Your timeline and exact price I can share the HTML file and a live preview link once we connect. Thanks

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,

Bookkeeping for a Property Developer

We are seeking a highly capable contract-based Senior Bookkeeper to manage core financial activities. The successful candidate will take ownership of our day-to-day finance operations, working from our Notting Hill, London office 1–2 days per week. They will work directly with the CEO, partner with our existing payroll and VAT contacts, and liaise with our external accountants. The role spans the full breadth of a property developer's finance function — bookkeeping, payroll, VAT, invoicing, cash flow, reporting and finance administration — across all our entities. This is not a pure bookkeeping role. We are looking for someone who combines strong financial fundamentals with an operational mindset — someone who can spot when a process is broken and fix it, not just maintain what is already there. Essential Requirements • Minimum 5 years of proven bookkeeping / accounting experience. • Property development, construction or real estate experience, ideally on the client (developer) side. • Excellent working knowledge of Excel and at least one major accounting platform (Xero, Sage, QuickBooks). • Experience preparing and submitting quarterly VAT returns. • Experience processing payroll (Xero Payroll preferred). • Highly organised, proactive and able to manage multiple workstreams. • Confident communicator — written and verbal. • Authorised to work in United Kingdom, no need for visa sponsorship. Desirable Requirements • Familiarity with development appraisals — GDV, profit on cost, IRR, loan-to-cost / loan-to-value. • Familiarity with CIS, VAT option to tax, SDLT, Section 106 agreements and CIL. • Part-qualified or qualified accountant (AAT, CIMA, ACCA) — or working towards it. • Exposure to Microsoft Project, SharePoint / One Drive.

opportunity

Outbound Automated Call Assistance

We are a UK-based letting agency looking to implement an automated outbound calling system for tenant applicants. The system must be capable of: Calling UK mobile numbers automatically Playing either a text-to-speech or recorded voice message Allowing applicants to respond using keypad options during the call Sending automated SMS responses based on the option selected Providing clear reporting and feedback on the outcome of each call Example workflow: “Hello, we are calling from Letting Agent regarding your viewing appointment at [property address] on [date/time]. Press 1 to confirm attendance and receive a confirmation text. Press 2 if you would like your details removed from our system. Press 3 if you would like a member of staff to call you back.” Desired outcome: We want to be able to: Upload or insert phone numbers Insert/edit the voice message Press a button to launch the calls Receive clear reporting on: Answered calls No answers Keypad responses Callback requests Opt-outs All calls are UK-based and all applicants have voluntarily submitted their details to us and requested contact regarding housing/viewings. We are NOT looking for generic software recommendations copied from ChatGPT or Google searches. We are specifically looking for someone who: Has real experience with these systems Can properly research and test suitable platforms Can recommend the simplest and most reliable solution Can fully set up the system Can see the project through until it is fully working and tested The ideal freelancer should already have experience with platforms such as Twilio, Dialpad, Aircall, Close CRM, CallRail alternatives, IVR systems, or similar outbound voice automation software. Please do not recommend a platform unless you are confident it can achieve all of the above requirements reliably in the UK. The budget below is including initial set up and is payable once the company is using the recommended software!

Stoic Tech Underdog Story

I’m commissioning a cinematic short story that traces a dismissed, underestimated engineer who—through strategy, resilience, and ruthless intelligence—ascends to lead the world’s richest technology company. The protagonist must feel authentically stoic and reserved while the overall tone remains inspiring and uplifting. Corporate politics, tense boardroom showdowns, relentless media scrutiny, and the personal cost of ambition all need to pulse through the narrative so the eventual triumph lands with real emotional weight. Pacing should stay tight, dialogue believable, and the final payoff deeply satisfying. Deliverables • Publication-ready manuscript (DOCX or Google Doc) • One-sentence logline • 100-word synopsis • One revision round after first submission Acceptance criteria • 5,000–8,000 words, fluent contemporary English • Consistent, plausible tech-industry details and stakes • Clear success arc culminating in CEO takeover • Final files shared via Google Drive or email link If you’re passionate about underdog success tales and can ground big drama in realistic technology-sector dynamics, I’d love to see a brief sample or outline of how you’d approach this project.

opportunity

UK B2B Data Scraping

We need a UK B2B data scraping expert to extract business contact details from public online directories. Target sectors: Construction and building contractors, car dealerships, solar and renewable energy companies, estate and letting agents, recruitment agencies, aesthetics and cosmetic clinics, mortgage brokers and financial advisors, double glazing and home improvement companies, plumbing, electrical and HVAC contractors, security companies, waste management and skip hire, dental practices and private healthcare, hotels and hospitality businesses, solicitors and law firms, personal injury and no win no fee solicitors, gyms and fitness studios, driving schools and training companies. Target criteria: UK limited companies only, nationwide, with an estimated 10 or more employees or staff. Data points required for each business: Business name which must be a Limited company, decision maker name and job title where available, mobile phone number, email address, website URL, Facebook URL, sector, link to where information was obtained. Important requirements: All phone numbers must be checked against the TPS and CTPS registers before delivery. Any numbers registered on TPS or CTPS must be removed from the final list. Data must be delivered as a clean CSV file with no duplicates, ready to import into Pipedrive CRM. Phone numbers must be mobile numbers which begin 07 in the UK. Volume: Please state in your proposal how many records you can deliver and at what cost. Please confirm in your proposal: That you are familiar with UK GDPR requirements for B2B outbound calling data, and that all data will be sourced from publicly available sources only. Thanks

opportunity

AI Business Development Website Chatbot and Voice Tool

I am looking for an experienced AI chatbot / LLM product developer to build a custom AI Business Development Director for my website. The project is focused on creating a polished website-based AI assistant that can speak with website visitors, qualify leads, explain the business, answer questions using approved company knowledge, and send structured summaries and actions to the team. The tool should sit on a page of my website and should also appear as a popup when someone visits the site. You would need to do this. It should look and feel similar to ChatGPT or Claude, using their APIs or another suitable LLM API, but designed around our brand and business development use case. When a visitor opens the tool, they should see two options: “Write a message to me” and “Talk to me”. Before either conversation starts, the tool should request the visitor’s name, email address, job title and company. Both the written chat and voice chat should connect to a selected LLM API. The chatbot will use approved business knowledge files and content, such as PDFs, PowerPoints, website links, service descriptions, training material, FAQs, commercial guardrails and business development instructions. The goal is for the chatbot to behave like an AI Business Development Director. It should be able to explain the business, answer questions, qualify leads, discuss potential opportunities, and handle commercial conversations within clear limits. It must not make unsupported claims, invent information, agree terms outside approved guardrails, or promise anything it is not authorised to promise. Where appropriate, it should escalate to a human. For the voice version, I am open to the best recommended approach. This may involve OpenAI Realtime API, Whisper, text-to-speech, browser audio capture or another suitable voice stack. Please advise on what you recommend and why. Ideally, the system should also be able to remember returning visitors based on their email address, but this needs to be designed carefully and in a GDPR/privacy-aware way. At the end of each conversation, or when the conversation is terminated, the tool should send an email to me and relevant colleagues with the visitor’s details, conversation summary, key discussion points, lead qualification, actions required and recommended follow-up. Ideally, the conversation should also be logged into Airtable or another CRM-style destination. The system should classify each lead, for example as high priority, medium priority, low priority or not relevant, and briefly explain why it has assigned that classification. The tool needs to be integrated into my website and designed properly as a page/interface, not just dropped in as a basic widget. It should look professional, work smoothly on desktop, tablet and mobile, be mobile responsive and feel app-like on mobile. I also need a simple way to maintain and update the system after launch, including the ability to update knowledge files, FAQs, prompts, commercial guardrails, escalation emails, notification recipients and chatbot wording without needing to rebuild the whole tool. The AI should be grounded in the approved knowledge base and should say when it does not know, rather than guessing or inventing information. It should also have clear human handoff rules, especially for pricing, legal terms, investment discussions, sensitive client matters or anything outside its approved knowledge base. Please also include fallback behaviour, for example what happens if the LLM API fails, the voice system fails, the email notification fails or Airtable/CRM logging fails. I will need testing on desktop and mobile, as well as a short handover video showing how to update the knowledge base, prompts, settings and notification rules. Please explain how you would build this, where it would sit technically, how it would be integrated into the website, how the chatbot and voice interface would work, how the knowledge base would be maintained and updated, how conversations would be stored or summarised, what subscriptions/APIs/hosting would be required, and what you can or cannot do.

opportunity

Business Development Manager – UK Commercial Energy Sales

Business Development Manager – UK Commercial Energy Sales Location: Remote (Overseas Applicants Welcome) Employment Type: Full-Time Company: JSR Energy Consultancy About Us JSR Energy Consultancy is a UK-based energy consultancy specialising in helping businesses reduce their gas and electricity costs through expert procurement, contract management, and energy-saving solutions. We work with businesses across multiple sectors throughout the United Kingdom and are looking to expand our sales team with experienced professionals who understand the UK commercial energy market. Role Overview We are seeking a highly motivated and experienced Business Development Manager to generate new business opportunities and secure commercial energy contracts with UK businesses. This position is only suitable for candidates with previous experience selling energy, utilities, or related B2B services to UK businesses. The successful candidate must have excellent spoken and written English, be confident speaking with UK business owners and decision-makers, and possess a strong understanding of the UK commercial energy market. Essential Requirements UK Market Experience (Mandatory) Minimum 2 years' experience in commercial energy sales, utility brokerage, energy consultancy, or a related B2B sales role targeting UK businesses. Proven track record of generating leads and closing deals with UK companies. Strong understanding of UK business gas and electricity contracts, renewals, and procurement processes. Experience speaking directly with UK business owners, directors, and decision-makers. English Communication Skills (Mandatory) Fluent English with a clear and professional speaking voice. Excellent verbal communication skills suitable for telephone and video sales. Strong written English for emails, proposals, and client communications. Ability to build rapport and conduct professional business conversations with UK-based clients. Applications from candidates without strong English communication skills or UK B2B sales experience will not be considered. Key Responsibilities Prospect and engage UK businesses via telephone, email, LinkedIn, and other channels. Generate qualified leads and develop a consistent sales pipeline. Conduct energy reviews and identify cost-saving opportunities for clients. Present commercial energy solutions and negotiate contracts. Build long-term relationships with business owners and key decision-makers. Meet and exceed monthly sales and revenue targets. Maintain accurate records within the company CRM system. Stay informed about UK energy market trends and supplier offerings. Work closely with management to achieve business growth objectives. Desired Skills Commercial energy brokerage experience. Utility sales experience. B2B telesales experience within the UK market. CRM experience (HubSpot, Salesforce, Zoho, etc.). Strong objection-handling and closing skills. Self-motivated and target-driven mindset. Performance Expectations The successful candidate will be measured on: New business opportunities generated. Number of qualified appointments and proposals. Commercial energy contracts secured. Revenue generated. Conversion rates and sales performance. What We Offer Competitive salary. Attractive commission structure. Performance-based bonuses. Long-term career opportunities. Ongoing support and training. Opportunity to work with a growing UK energy consultancy.

Seeking a Seasoned Low Latency HFT Engineer

• Connects directly to Interactive Brokers via API. • Monitors authorized signal providers or trading strategies. • Uses artificial intelligence to analyze financial news and market sentiment. • Executes futures trades automatically. • Provides advanced risk management and real-time monitoring. • Supports scaling across multiple trading accounts. Core System Requirements Interactive Brokers Integration • Full integration with IBKR API. • Real-time market data access. • Automated order execution. • Support for futures, equities, ETFs, and options. • Position monitoring and account synchronization. • Trade audit logs. Signal Replication Engine • Monitor approved signal feeds. • Detect position openings and closures. • Replicate positions automatically. • Adjustable trade sizing. • Multi-account support. • Real-time synchronization. AI Market Intelligence Engine • Financial news aggregation. • NLP sentiment analysis. • Economic calendar monitoring. • Market-impact scoring. • Trend analysis. • Event-driven trading filters. Automated Execution System • Market orders. • Limit orders. • Stop orders. • Bracket orders. • Position scaling. • Dynamic order routing. Risk Management Framework • Maximum daily loss limits. • Maximum drawdown controls. • Position-size limits. • Exposure limits. • Volatility filters. • Automated trading shutdown protocols. • Trade validation engine. Analytics and Dashboard • Real-time account monitoring. • Performance metrics. • P&L tracking. • Trade history. • Risk analytics. • Strategy performance reporting. • Mobile-friendly dashboard. Preferred Technical Skills Required: • Python • Interactive Brokers API (IBKR) • Quantitative Finance • Algorithmic Trading Systems • REST APIs • Database Development Preferred: • Machine Learning • Artificial Intelligence • Natural Language Processing • Financial Market Data Systems • Cloud Infrastructure • Docker • Kubernetes • Linux Server Administration Deliverables Phase 1 • System architecture • Technical specifications • Development roadmap Phase 2 • IBKR integration • Automated execution engine • Risk management framework Phase 3 • AI news and sentiment analysis engine • Signal replication module • Monitoring infrastructure Phase 4 • Dashboard development • Testing and optimization • Deployment and documentation Performance Expectations • Reliable automated execution. • Stable operation during market hours. • Low-latency order routing through Interactive Brokers. • Comprehensive risk controls. • Scalable architecture. • Secure and maintainable codebase. Important Notes The platform must comply with all Interactive Brokers policies, exchange rules, and applicable financial regulations. The system should be designed with a primary focus on reliability, risk management, transparency, and long-term scalability.

Marketing Assistant - 10 Hours per week - UK Based

About the Role We’re looking for a proactive and detail-oriented Marketing Assistant to support a fast-growing training and coaching business. This is a varied role - working alongside our Marketing Manager - ideal for someone who enjoys both creative and administrative tasks, and thrives in a dynamic, fast-paced and high-performance environment. You’ll play a key role in supporting marketing activity, content delivery, and event coordination - helping ensure everything runs smoothly behind the scenes. ---------- Key Responsibilities Social Media & Content Support - Schedule and manage social media content across platforms (LinkedIn & Instagram) - Assist with content creation (e.g. formatting posts, captions, basic design edits) - Repurpose existing content into different formats (e.g. turning videos into posts) Marketing & Admin Support - Provide administrative support for marketing campaigns and launches - Assist with email marketing setup and scheduling (where required) - Maintain organised systems and files Events & Workshops - Support the coordination of both online and in-person events, workshops, and programmes - Manage attendee lists, communications, and logistics - Assist with post-event follow-ups Ad Hoc Support - Provide flexible support across the business as needed - Help keep projects on track and deadlines met -------- About You We’re looking for someone who is: - Highly organised with strong attention to detail - A clear and confident communicator with excellent written English - Proactive and able to take initiative without constant direction - A strong critical thinker who can problem-solve and make sound decisions - Comfortable managing multiple tasks and priorities - Tech-savvy and quick to learn new tools - Video editing skills appreciated but not necessary Desirable (but not essential) - Experience with social media scheduling tools - Familiarity with the Canva platform - Previous experience supporting events or online programmes - Video editing experience Why Join Us? - Flexible, remote working - Opportunity to work within a high-performance, purpose-driven and exciting brand - Varied role with scope to grow and develop -------- If this sounds like a great fit, we’d love to hear from you. Even if you are just starting out in marketing, but have some of the skills and experience listed, don't hesitate to get in touch. Please send us a proposal with a bit of information about you and your background, as well as your availability. UK Based only, unless you are a native/fluent English speaker based abroad, but willing to work UK hours.

Software Developer (AI-Assisted Product Development)

Remote | Contract / Freelance | Ongoing Engagement About Matchspace Matchspace is a growing SaaS platform helping tennis, padel, squash and pickleball clubs increase participation and simplify club management. Used by clubs across the UK, Matchspace provides tools for running leagues, ladders, tournaments, events and player engagement activities. We are continually improving the platform and are looking for an experienced developer to join us on an ongoing basis. The Opportunity We are looking for a practical and experienced software developer who can work within an existing product and help drive the next stage of development. Our platform is already established and built using .NET and React Native. This role is focused on understanding, maintaining and enhancing the current system rather than building a new product from scratch. You will work closely with the founders to develop new features, improve existing functionality, resolve technical issues and help introduce AI-assisted development processes that allow us to move faster and build better software. This is a long-term opportunity for someone who enjoys product development, problem-solving and working as part of a small, ambitious team. Key Responsibilities • Understand and work within the existing Matchspace codebase • Develop new features across web, mobile and backend systems • Maintain and improve existing functionality • Investigate and resolve bugs and support issues • Work with .NET backend services and APIs • Work with the React Native mobile application • Collaborate with founders to scope, estimate and prioritise development work • Review and improve system architecture where appropriate • Participate in testing, deployment and release processes • Provide ongoing monthly support and maintenance • Help implement modern AI-assisted development workflows • Identify opportunities to use AI to improve both development efficiency and product capabilities • Review, validate and extend AI-generated code to production standards Required Skills and Experience • Strong commercial experience with .NET development • Strong commercial experience with React Native • Experience working within established software products • Experience understanding and extending existing codebases • Strong knowledge of API development and integrations • Experience using Git and collaborative development practices • Excellent debugging and problem-solving skills • Experience supporting live production applications • Ability to work independently and manage workload effectively Desirable Skills • Experience with Microsoft Azure • Experience deploying and maintaining mobile applications • Experience with SaaS platforms • Experience integrating third-party services and APIs • Experience using AI coding tools such as ChatGPT, Claude, GitHub Copilot, Cursor or similar • Experience building AI-powered features into software products • Experience working with small businesses or startup environments What We Are Looking For We are looking for someone who can quickly become productive within an existing product. The ideal candidate will be comfortable reading and understanding existing code, making sensible improvements, and delivering features without creating unnecessary complexity. They should be excited by the opportunities AI presents for software development and willing to help us establish efficient AI-assisted development processes going forward. Most importantly, we want someone who is reliable, communicative and interested in building a long-term working relationship. Engagement We are seeking an ongoing relationship rather than a one-off project. The role is expected to include: • Ongoing monthly support and maintenance • Feature development • Technical improvements • AI integration projects • Product roadmap delivery Hours can be flexible and agreed based on experience and availability. To Apply Please send: • A summary of your relevant experience • Examples of .NET projects you have worked on • Examples of React Native projects you have worked on • Details of any AI-assisted development experience • Your availability • Your preferred hourly or monthly rate We are particularly interested in hearing from developers who have experience working with AI-generated code and who understand how to combine AI tools with sound software engineering practices to accelerate product development while maintaining quality.

Customer Success Executive for B2B SaaS - 5 Hours per Week

We are looking for a reliable, organised and friendly Customer Success Executive to support users of MyDocSafe, a B2B SaaS platform used by professional services firms for client portals, document workflows, e-signatures and secure client communication. This is a small but important weekly role, ideal for someone with experience in SaaS support, customer success, onboarding, account management or client-facing admin. **About MyDocSafe** MyDocSafe helps accounting firms, legal firms, financial advisers and other professional services businesses manage secure client onboarding, document exchange, e-signatures, workflows and client portals. Our customers are typically busy professionals, so the tone of support needs to be clear, calm, helpful and professional. **What you will do** You will help us improve customer success and support by handling a mixture of light-touch client communication, user follow-up and internal coordination, knowedge base, tutorials and videos. Typical tasks may include: * Responding to simple customer queries or routing them to the right person * Following up with trial users, new customers and existing customers * Helping users understand how to use key platform features * Checking whether customers need help with onboarding or setup * Creating short support notes or FAQs based on recurring questions * Updating simple customer records or notes * Helping identify customers who may benefit from additional support or a demo * Coordinating with the founder and technical team where needed * Creating video walk-throughs, tutorials and ultimately running webinars **What we are looking for** You should be: * Fluent in written English * Professional, polite and responsive * Comfortable communicating with business customers * Able to understand SaaS products and explain features simply * Organised and reliable with good follow-through * Confident using email, video calls, CRM-style notes and online tools * Able to work independently after a short briefing Experience with any of the following would be useful but is not essential: * SaaS customer support or customer success * Accounting, legal, financial services or professional services software * Client portals, document management or e-signature platforms * Writing support content, onboarding emails or help guides **Time commitment** The role is for approximately **5 hours per week** to begin with. This may include a short weekly check-in call plus flexible work during the week. The work can grow over time if there is a good fit. **Budget** Please quote your hourly rate or weekly fee for 5 hours per week. **How to apply** Please include: 1. A short summary of your customer support or customer success experience 2. Examples of SaaS or B2B products you have supported, if any 3. Your availability during UK business hours 4. Your hourly rate or weekly fee 5. A brief example of how you would reply to a customer who says: “I have been invited to a client portal but I don’t know where to upload my signed document.” We are looking for someone practical, dependable and comfortable working with a small software company where every customer interaction matters.

Map Excel Financial Logic to WordPress Form (Gravity/Formidable)

Overview We require an autonomous, full-stack WordPress developer to translate a locked, multi-variable financial calculation model from an Excel spreadsheet into a clean, mobile-responsive user interface on our staging site. This is a **Phase 1 Contract Audition with a fixed budget of £80**. We operate strictly via asynchronous written documentation. **Do not apply if you require introductory Zoom discovery calls or video meetings.** If your execution of Phase 1 is flawless, you will be automatically awarded the contract for Phase 2 (Centralised API Database Setup & Multi-Site Hook Deployment). #### Attached Asset A master calculation spreadsheet (`Advisory_Engine_Master_Logic.xlsx`) is attached to this listing. This sheet represents the absolute mathematical source of truth. Your form configuration must match these calculation paths exactly. #### Phase 1 Scope: Interface & Logic Mapping You will build a step-by-step, high-contrast questionnaire using a premium form builder (Formidable Forms or Gravity Forms) that maps user inputs directly into the following backend logic streams: * **Step 1: Asset Quantification** * *Question 1:* Look at your company's latest Balance Sheet. Find the row labelled 'Investment Property'. What is the current market value listed for your rental portfolio? $\rightarrow$ **Maps to Cell B3** * *Question 2:* Now find the row labelled 'Tangible Fixed Assets' (excluding investment properties). What is the total value of your active trading operations, business premises, plant, or machinery? $\rightarrow$ **Maps to Cell B2** * **Step 2: Liability Allocation** * *Question 3:* What is the total value of all mortgages or commercial charges secured specifically against your rental properties? $\rightarrow$ **Maps to Cell B4** * *Question 4:* What is the total value of all general, unsecured, or trading liabilities held within the company (e.g., overdrafts, bounce-back loans, Director Loan Accounts)? $\rightarrow$ **Maps to Cell B5** #### Required Backend Equations (Local Processing Only) 1. **Net Rental Capital** = `MAX(0, B3 - B4)` 2. **Net Trading Capital** = `MAX(0, B2 - B5)` 3. **Fully Shielded Trading Capital** = `MIN(Net Trading Capital, 1500000)` 4. **Unprotected Trading Excess** = `MAX(0, Net Trading Capital - 1500000)` 5. **Taxable Rental Capital** = `MAX(0, Net Rental Capital - 325000)` 6. **Remaining Nil Rate Band Allowance** = `MAX(0, 325000 - Net Rental Capital)` 7. **Taxable Trading Excess** = `MAX(0, Unprotected Trading Excess - Remaining Nil Rate Band Allowance)` #### Final Dashboard Outputs (High-Contrast Mobile Blocks) * **Block 1:** Legally Shielded Capital Volume (£) = `Fully Shielded Trading Capital + MIN(Net Rental Capital, 325000)` * **Block 2:** Rental Asset Tax Liability (40%) = `Taxable Rental Capital * 0.40` * **Block 3:** Trading Asset Tax Liability (20%) = `Taxable Trading Excess * 0.20` * **Block 4:** **TOTAL INHERITANCE TAX LIABILITY** = `Rental Asset Tax Liability + Trading Asset Tax Liability` #### Mandatory Verification Gates Before submitting your milestone for review, you must test your form configuration against our two baseline audits to ensure perfect compliance: * **Test Case 1:** Inputs (£3M, £4M, £1.5M, £500k) **MUST** output a Total Tax Liability of exactly **£1,070,000**. * **Test Case 2:** Inputs (£2.5M, £1M, £800k, £200k) **MUST** output a Total Tax Liability of exactly **£135,000**. #### Downstream Future Scope (Phase 2) The successful candidate who delivers Phase 1 cleanly without hand-holding will be retained to decouple the calculation math into a secure, centralised backend Headless API Node to protect our network footprint, configure secure webhooks to route captured lead data to our central CRM hub, and standardise the calculator engine into a deployment template for horizontal distribution across our digital estate. If you can read a spreadsheet model and map conditional algebra into a responsive mobile layout without needing a phone call, apply with the phrase **"MATH ENGINE LOCKED"** at the top of your proposal.

opportunity

Animator Needed, E-Learning Module, Healthcare Training

The brief: We are looking for a talented animator to create a short animations for professional healthcare e-learning modules. The animations will support the introduction of a complex new concept to the learner and your job is to make that concept feel accessible, engaging and memorable without overshadowing the narration. This is not about visual spectacle. It is about clarity, warmth and impact. The best animations for learning do one thing brilliantly, they make an idea land in a way that words alone cannot. What we are looking for: • A modern, dynamic and visually interesting animation style • Simple and effective — the visuals support the message, they do not compete with it • Clean and professional — this is a published healthcare training product • Able to work in harmony with a voiceover narration — the animation breathes with the words rather than distracting from them • Delivered in MP4 format at 1080p 16:9 suitable for uploading to a professional e-learning platform The animation will need to: • Introduce a concept that is new to the learner in a way that feels intuitive and natural • Use visual metaphor and movement to reinforce key ideas at the right moments • Maintain a tone that is warm, human and professional throughout • Feel like it belongs in a modern, high quality learning environment You are ideal for this if you: • Have experience creating animation for e-learning, explainer or educational content • Understand the difference between animation that entertains and animation that teaches • Can demonstrate the ability to simplify complex ideas through movement and visual storytelling • Have a portfolio that shows restraint as well as creativity — knowing what not to animate is just as important as knowing what to • Are comfortable working from a detailed script and taking creative direction Please include in your application: • A link to your portfolio — specifically any educational or explainer animation • A brief note on how you would approach animating to support a narrated concept • Your estimated turnaround time • Your rate for a 2 to 3 minute animation