Microsoft Excel Projects

Full Time Graphic Designer Based in Leeds

I am looking for a full-time graphic designer based in Leeds. Please only respond if you are interested in making the transition from freelancer to full-time employment. This is a completely new role we are creating. We are looking to expand our in house marketing team and hire an experienced mid level or senior graphic designer on a part (4 days a week) or full time basis. This is also an excellent career opportunity as we are a fast growing, privately owned business with ambitious growth plans and we value internal promotion across the board! - Design content for social media marketing campaigns aligning with marketing strategy - Design email marketing materials - Design physical marketing materials - Design and maintain the company's website and digital assets using tools like Figma and Adobe Creative Suite. - Create internal templates and own brand guidelines - Collaborate with the team to ensure visual consistency across all platforms. - Support marketing campaigns through compelling visual content. - Stay updated with the latest design trends and incorporate them into your work. - Assist in developing UI/UX designs for digital campaigns.

opportunityurgent

Product Data Mapping Specialist Needed for 250,000 SKU EPOS File

Job Description: We are looking for a detail-oriented freelancer to support a structured data-mapping project for a large EPOS export containing approximately 250,000 products. Each product includes core fields such as SKU, description, brand, size, and other attributes. Your role is not to create new category structures, but to map each product accurately and consistently into a predefined hierarchy and tagging framework. This work is highly important as the mapped data will be used for reporting, analytics, and future automation, so accuracy, logic, and consistency are essential. Scope of Work Each product must be assigned to a fixed 3-level category hierarchy: Department (Level 1) Sub-Department (Level 2) Analysis Code (Level 3) Example: Department: ART Sub-Department: PAINT Analysis Code: WATERCOLOUR This means all watercolour paints would be mapped to: ART → PAINT → WATERCOLOUR We will provide: The approved list of Departments The approved Sub-Departments for each Department The approved Analysis Codes for each Sub-Department You must not create new categories, rename existing ones, or deviate from the supplied structure without approval. Existing Top-Level Departments Examples include: ART CRAFT STATIONERY JIGSAWS LEGO Additional departments will be included in the master file. Tagging Requirements In addition to category mapping, products must also be assigned tags in separate columns. Required tag groups include: Brand (for example: Winsor & Newton, Faber-Castell, LEGO) Size / Volume (for example: 12ml, A4, 500g, Pack of 10) Other clearly identifiable and consistently reusable attributes where appropriate Tags must be: Clean Standardised Reusable Free from unnecessary variations Mapping Rules Use the product name, description, brand, and available attributes to determine placement Similar products must always be mapped consistently If a product is unclear or ambiguous, flag it instead of guessing Do not make assumptions without a logical basis Output Required The final Excel output should include at minimum: Original SKU / Product ID Department Sub-Department Analysis Code Brand Tag Size Tag Notes / Flags (if applicable) Important Requirements No blank category fields unless clearly flagged No free-text category creation Strict adherence to the supplied structures Strong attention to detail and consistency throughout Validation Process Before full rollout, we would like the selected freelancer to complete a small sample batch for validation. We will review this first to ensure alignment before the full file is processed. Ideal Freelancer We are looking for someone with: Strong Excel skills Excellent attention to detail Experience with large product catalogues, categorisation, or data cleansing A logical and methodical approach to classification work If anything in the structure or logic is unclear, we would expect questions to be raised early. It is more important that this is done correctly than quickly. Please include relevant experience when applying, especially any examples of product mapping, taxonomy work, catalogue clean-up, or structured data classification.

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UK Crypto Tax reconciliation & data analysis

Description: We are a UK-based accountancy firm specialising in Crypto tax, and we are looking for an experienced Crypto Tax Data Analyst to support ongoing client work. This role is focused heavily on data analysis rather than traditional accounting. Scope of work includes: - Reviewing wallet and exchange data (CSV/API exports) - Line-by-line transaction analysis - Identifying and categorising taxable events under UK (HMRC) rules - Reconciling discrepancies across wallets, exchanges, and DeFi activity - Cleaning and structuring datasets for tax reporting - Supporting preparation of outputs for final tax review Typical clients include: - High-volume traders - DeFi users (staking, liquidity pools, bridging, etc.) - NFT traders - Individuals with complex multi-wallet activity Requirements: - Strong understanding of UK Crypto tax treatment (HMRC guidance essential) - Proven experience using tools such as Koinly, Recap, CoinTracking or similar - Ability to handle large datasets accurately and efficiently - Strong analytical mindset and attention to detail - Experience identifying errors, duplicates, missing cost basis, and incorrect classifications Nice to have: - Experience working with UK accountancy firms - Familiarity with DeFi protocols and on-chain activity - Basic Excel / data manipulation skills Engagement: - Ongoing work available for the right candidate - Initially project-based, with potential for long-term collaboration Trial Task (Important): - Shortlisted candidates will be asked to complete a paid trial task. This will involve reviewing a sample dataset and: - Identifying key issues (e.g. missing cost basis, incorrect classifications, duplicates) - Providing a brief explanation of how you would resolve them - Demonstrating your approach to structuring clean, usable data This is a critical part of our selection process to ensure candidates can handle real-world Crypto data complexity. To apply: Please include: Examples of similar Crypto tax work you’ve completed Which software/tools you’ve used Your approach to handling messy or incomplete datasets

Experienced LinkedIn Management for over 30K connections

We are seeking an experienced and results-driven LinkedIn specialist to manage and grow a well-established LinkedIn account with over 30,000 existing connections. The primary objective of this role is to significantly increase follower growth through high-quality, daily comments, engagiement and strategically designed content. Key Responsibilities: Develop and execute a LinkedIn growth strategy focused on increasing followers (not lead generation or sales outreach) Create, design, and publish compelling content tailored to the target audience (2 posts weekly) Manage the content calendar, ensuring consistent and strategic posting Design visually engaging posts using Canva Pro (carousels, static posts etc.) Write high-quality, engaging, and polished copy in fluent UK English Monitor performance metrics and optimise content for growth and engagement Stay up to date with LinkedIn trends, algorithm changes, and best practices Daily engagement and growth of followers Requirements: Proven experience managing and growing LinkedIn accounts, ideally with large audiences (30K+ connections or similar scale) Demonstrable track record of exceptional follower growth (please provide case studies or examples) Fluent in UK English with excellent writing and storytelling skills Strong design skills with hands-on experience using Canva Pro Deep understanding of LinkedIn’s platform, audience behaviour, and growth strategies Ability to work independently and deliver consistent results Preferred Qualifications: Experience managing personal brand accounts or thought leadership profiles Familiarity with analytics tools and performance tracking Creative mindset with the ability to generate fresh content ideas regularly Deliverables: Daily, Weekly and monthly reports High-quality written and designed LinkedIn posts Growth reports with insights and recommendations How to Apply: Please include: Examples of LinkedIn accounts you have managed Evidence of follower growth and performance results Samples of content (writing + design) A brief outline of your approach to growing a LinkedIn account Note: This role is strictly focused on organic follower growth through content and brand positioning. Outreach, automation, or lead generation tactics are not required.

Technical Support Developer (React/Azure/MongoDB) – ADHOC UK HR

Job Title: Technical Support Developer (React/Azure/MongoDB) – UK Hours 9am-6pm The Platform: The platform is a working MVP currently undergoing user testing. It is a careers-driven events hub featuring a built-in career coach booking system and event registration modules. The code is complete; I now require a reliable, sharp developer for ongoing maintenance, bug fixes, and feature iterations during our launch phase. The Role: This is a pay-as-you-go position for a developer who is exceptionally fast at learning and navigating existing codebases. You must be able to grasp the site logic quickly, fix bugs efficiently, and ensure high-quality code deployment. Someone responsive and technical minded, happy with adhoc queries and available on standby. Key Requirements: Availability: You must be available 9am – 6pm UK Time. You must also be available for emergency bug fixes during evenings and weekends. Reliability: I am looking for an individual (no agencies) who is not juggling multiple projects and can commit to this platform long-term. SaaS/Platform Experience: Ideally, you have experience maintaining SaaS platforms, booking systems, or similar events-driven portals. Technical Skill: High proficiency in React.js, MongoDB, and Azure. Communication: Excellent written English for emails and messages. You must be proactive, trustworthy, and able to explain technical fixes clearly. Responsibilities Fast turnaround on bug fixes identified during user testing. Maintain and iterate on the built-in career coach booking and event registration modules. Manage hosting, server health, and deployments via Azure. Provide clear documentation for all code changes and professional updates on progress. How to Apply Please start your proposal with the phrase "UK SUPPORT". Experience: Provide links or descriptions of SaaS platforms or booking systems you have previously managed or developed. Availability: Confirm you are available 9am – 6pm UK time plus evenings/weekends for emergencies. Looking for people based in UK, EU or US. Commitment: Confirm you have the capacity to prioritise this project and are not overloaded with other work. Technical: Briefly describe your experience jumping into an existing React/MongoDB codebase to resolve issues.dmu

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Shorts Strategist

We are looking for a Shorts Strategist (full time) who understands virality, psychology, and attention and can watch my YouTube videos and long form content, and identify which parts can go viral. This is NOT a video editing job. I can train you for this role, because this is what I am currently doing but if so, I need you to be ready to learn. As a Shorts Strategist Your job is to view existing content, determines what may go viral, and secondly, research what currently is going viral in the social skills education niche. This is not just a clipping job. This is a strategy + pattern-recognition role. Your Core Responsibilities 1 Mine Viral Clips From Existing Content 2 Go through past YouTube videos, livestreams, and trainings Identify and extract 30–60 short clips (30–60 seconds) with strong viral potential Focus on: Pattern interrupts Bold statements Emotional spikes Controversial takes Clear, actionable advice Deliver clips formatted and structured for YouTube Shorts (and repurposable to Reels/TikTok) 2 Trend Research & Replication Strategy Research what is currently going viral in: Social skills Dating psychology Masculinity Communication skills Consolidate up to 60 replicable video ideas per month (approx. 2/day) You must understand or learn to understand: Why people stop scrolling Why they comment Why they argue Why they share Trial Task We trial all potential team members. Please: Go through several videos on the High Integrity Skills channel: www.youtube.com/@HighIntegritySkills/videos Select up to 2 clips (max 30 seconds each) that you believe could go viral. Submit: Video URL Timestamp Why you chose it Proposed hook/caption for shorts first frame (thumbnail) To Apply, Answer These: What is your quote / price for the trial task? What is your expected monthly salary for this role (full-time)? What do you think you deserve this monthly salary that you wish to have? Do you have any proof of work that demonstrates you would excel at this job?

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Title Ultimate Engineering Dossier — Elite Multi-Stakeholder

Title Ultimate Engineering Dossier — Elite Multi-Stakeholder Insight & Verification Overview: We build premium intelligence dossiers for high-stakes enterprise engagements. The Ultimate Engineering Dossier (UE-Dossier) is an executive-ready, tightly integrated brief that harmonizes input from multiple decision-makers—including C-level, Purchasing, Outsourcing, and Operations—and delivers verifiable, actionable insights. We seek only top-tier researchers with hands-on experience in multi-stakeholder analysis, rigorous verification, and milestone-based workflows. This is a premium, bespoke engagement; platform proposals only. Scope of Work and Deliverables: 1. UE-Dossier Strategy Brief (2–3 pages) - Problem statement and objectives - Stakeholder map and influence matrix (C-suite, Procurement, and Operations) - 3–4 decision signals with rationale - Verification plan (data sources, triangulation, caveats) - Risk and mitigation notes - Citations/log of sources 2. UE-Dossier Prototype (4–6 pages) - Executive-style briefing with actionable recommendations - Integrated stakeholder map, decision matrix, and recommended actions - Sources and verification log 3. Sources & Verification Appendix (1–2 pages) - Annotated bibliography and verification steps Candidate Profile (Elite Qualifications): - 4+ years of hands-on research or consulting in high-stakes environments (enterprise, government, or equivalent) - Proven experience delivering multi-stakeholder analyses and executive briefs - Demonstrated ability to synthesize complex data into decision-ready outcomes - Strong portfolio of 2–4 relevant dossiers or comparable deliverables - Excellent written and oral English communication - Ability to work within a premium process and meet milestone-based timelines - Portfolio samples showing multi-stakeholder integration and verification-first work Application Requirements: - Portfolio links to 2–4 relevant dossiers or comparable deliverables - A 1-page approach to UE-Dossier, including how you would structure the stakeholder map, signals, and verification plan - A concise 1-page sample: an executive brief for a hypothetical client scenario (redacted if needed) - Confirmation you will not submit via info@ or similar channels and will adhere to platform guidelines Screening and Assessment (Non-Negotiable): - Do you have direct experience producing multi-stakeholder executive briefs? Yes/No (with a brief example) - Can you provide at least 2 redacted dossiers as proof of capability? Yes/No - Portfolio review: only candidates with multi-stakeholder integration and verification-first work - Mini-assignment: on-platform task to test ability to synthesize signals and draft executive content Auto-Rejected: - Generic or vague portfolio descriptions - Inability to provide sample dossiers or relevant benchmarks - Proposals that rely on automation as a substitute for verification Assessment Task: Provide a 1-page mini UE-Dossier for the following scenario (non-sensitive, hypothetical): - Scenario: A mid-sized enterprise seeks to align a complex decision network (C-suite, Purchasing, Outsourcing, and Operations) on a strategic initiative. - Deliverable: A brief that identifies 3–4 decision signals, 2 key client questions, and a short verification plan. Format as you would present to a client. - Submission: Submit via platform attachment with your proposal. Compensation and Milestones: Premium, milestone-based fixed pricing (not hourly) with transparent scope. - Milestone 1: UE-Dossier Strategy Brief (2–3 pages) — 25% payment - Milestone 2: UE-Dossier Prototype (4–6 pages) — 50% payment - Milestone 3: Verification Appendix & final polish (1–2 pages) — 25% payment Budget: Premium pricing commensurate with elite capability; exact figure to be negotiated with shortlisted freelancers. We are seeking elite researchers who can deliver high-value, decision-ready dossiers. If you are not confident you can meet multi-stakeholder integration, verification rigor, and executive-brief delivery, please do not apply.

Operations Manager & Executive Assistant (High-Level Operator)

Overview: I run a marketing business and I’m looking for a highly capable operator to take ownership of multiple ongoing projects and act as my right-hand person. Some business related, some personal. This is not a basic VA role. I need someone who can think, organise, execute, and drive tasks to completion without needing constant direction. You will be responsible for managing projects, coordinating freelancers, handling admin tasks, and ensuring everything moves forward efficiently. As well as acting as my Executive Assistant. Your job is essentially to get things done to a high standard, or driving things to completion, that I can't or don't have the time to do. --- **Key Responsibilities:** **1. Project & Operations Management** * Take ownership of multiple business projects including: * Completing an online course (editing, structuring, uploading) * Managing website completion with developers * Coordinating legal/admin processes (UK company liquidation, insurance, etc.) * Setting up systems (payments, Stripe, workflows) * Break down tasks into clear steps and execute them * Hire and manage freelancers where needed * Ensure all projects are completed to a high standard and on time --- **2. Executive Assistant / Personal Support** * Manage day-to-day admin tasks * Arrange travel, bookings, and logistics * Organise schedules and appointments * Handle general life admin where required --- **3. Hiring & Team Coordination** * Post job listings (e.g. social media, personal brand roles) * Screen candidates and present top options * Coordinate onboarding and communication --- **4. Communication & Workflow** * Act as the central point of coordination across all tasks * Provide clear updates and next steps * Keep everything organised and moving forward --- **How We Will Work Together:** * I communicate heavily via **voice notes** - I am diagnosed ADD and this is part of the reason I require this type of assistance and structure. * You must be comfortable receiving instructions this way and converting them into actions * You should be available **7 days a week when needed** (not necessarily full days, but responsive) * You will only involve me for: * key decisions * approvals * completion of tasks that require my involvement --- **Requirements:** * Excellent written and spoken English (clear, neutral accent preferred) * Highly organised and proactive * Strong problem-solving ability * Able to take ownership and execute without hand-holding * Experience managing freelancers and projects * Comfortable with tools like Google Docs, Slack, Notion, etc. --- **Important:** * This role requires initiative — not just following instructions * You must be able to think ahead and anticipate what needs to be done * High standards are essential --- **To Apply:** Please include: 1. A brief introduction about your experience 2. Examples of similar roles you’ve handled 3. Your availability and time zone --- **Initial Engagement & Long-Term Opportunity** This role will begin with an initial 15–30 day project focused on organising and executing a defined list of tasks across the business. The goal of this initial phase is to: * get key projects completed efficiently * establish strong working processes * assess fit and performance For the right person, this has strong potential to become an ongoing, long-term role as my right-hand operator across the business. **Goal:** To have a right-hand operator who removes execution and admin from my plate, allowing me to focus only on high-level decisions and content.

Support Operations Analyst Needed for Remote Role

I am seeking a proficient Support Operations Analyst to enhance and optimize my customer support operations in a remote capacity. The ideal candidate will possess a robust analytical mindset, exceptional communication abilities, and a fervent dedication to refining processes that elevate customer satisfaction and operational efficacy. Key responsibilities include monitoring and optimizing support workflows, developing performance reports and dashboards, identifying improvement areas, collaborating with cross-functional teams, conducting data analysis for support issues, and creating comprehensive documentation for support processes. Candidates should demonstrate proven experience in customer support analytics or related fields, strong proficiency with data analysis tools, and excellent problem-solving skills. Familiarity with SaaS platforms and customer support systems is advantageous. This position offers flexibility, with options for part-time or full-time engagement and the potential for long-term collaboration.

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Extract blood test data from PDF documents that have been OCR'd

The objective is to build a structured blood test database that allows pathology results to be viewed, edited, filtered, and exported to Excel via a web-based HTML interface. The system stores results in a clean, standardised format so trends can be analysed accurately over time. Using AI-assisted OCR, I have built a local Python extraction pipeline that converts PDF pathology reports into machine-readable text and inserts structured data into a SQLite database. The majority of blood tests extract correctly, including canonical test name, result value, unit, and reference range. However, I have reached a specific technical issue with three markers: • CRP (C-reactive protein) • ESR • GLU (Glucose) The OCR output clearly contains the correct lines, and debug logs confirm they are processed. Yet no rows are inserted for these markers. The failure appears to occur between canonical matching, numeric extraction, or validation logic. Current System Architecture The system runs locally and consists of: • extraction_core_2.py (main engine) • Supporting modules for OCR preprocessing, lab dictionary building, regex matching, and validation • SQLite backend • Schema-driven canonical lab dictionary • Controlled fuzzy fallback logic • HTML viewer for results display and Excel export Pipeline flow: Convert PDF to image (pdf2image) Preprocess Run Tesseract OCR Clean and normalise text Match against canonical lab dictionary Extract: canonical test name numeric result unit reference range Validate Insert into SQLite The engine is deterministic and rule-based. The Specific Problem Example OCR line: CRP H 5.2 mg/L 0-5 OCR text is correct. NUMBER_PATTERN matches. The canonical dictionary contains the test. Yet: Inserted 0 rows from 0126251OrderReport_23B00006604_CRP.pdf Likely failure points include: • Canonical containment match failing due to normalisation • Flag tokens (“H”, “L”) interfering with numeric capture • Numeric extraction anchored incorrectly • Validation rejecting due to strict range formatting • Unit pattern mismatch (e.g. mmol/L) • Dictionary indexing issue • Match overridden by another lab name • Guard conditions too strict If validation fails, the row is rejected silently. All other panels extract correctly. The issue appears isolated. What Is Required This is not a rebuild. We do not want: • Re-architecture • Experimental AI guessing logic • Large-scale changes • Expanded fuzzy matching We need: 1. Precise Diagnosis Identify exactly where CRP, ESR, and GLU are failing insertion and which rule is causing rejection. 2. Minimal Safe Fix Implement a targeted correction that: • Adjusts canonical matching if required • Anchors numeric extraction correctly • Allows flag tokens without blocking capture • Relaxes only necessary validation checks • Preserves deterministic behaviour 3. Zero Regression • No impact to currently working panels • No performance degradation • No uncontrolled fuzzy expansion 4. Modular Implementation If appropriate: • Implement as small isolated module or • Cleanly adjust matching block The existing architecture should remain intact. Constraints The system is designed to be: • Deterministic • Schema-driven • Reproducible • Forensic-grade We cannot introduce probabilistic or unpredictable behaviour. Longer-Term Goal After stabilising extraction: • Migrate to web deployment • Enable structured uploads • Add trend analysis • Later incorporate AI-assisted interpretation Immediate priority: Stabilise deterministic extraction for CRP, ESR, and GLU without breaking the existing engine. Materials Provided Uploaded: • Full extraction_core_2.py (text format) • Screenshot of HTML viewer • Sample PDF files • Export showing required output Additional materials available on request: • Sample OCR blocks • Canonical dictionary entries • Regex patterns • Validation logic • Database schema • Debug logs This is a focused debugging and refinement request. I have spent many hours attempting to isolate the issue and now require an experienced developer to identify the blocking condition and implement a practical fix. I have been advised this should take 1–2 hours for a senior developer. Looking for a swift turnaround.

Make a (production/demo) level install of a DGX Spark cluster

Hi, I'm looking for an experienced AI infrastructure specialist — or a passionate enthusiast with solid hands-on experience — to build a robust, flexible, and high-performance backend foundation for OpenClaw (an open-source autonomous AI agent) on two NVIDIA DGX Spark systems connected via 200 GbE (ConnectX-7). The goal is a stable, demo-ready environment that showcases the power of open-source models. OpenClaw will run on a separate system and connect easily via OpenAI-compatible APIs (or equivalent best-practice interfaces). Everything should prioritize: Easy remote access and external connectivity (via Tailscale/ZeroTier). Fast performance within the hardware's unified memory constraints. Simple model switching/adding later (hot-swappable where possible). Persistent services with web UIs for live demos. On-demand tools that can spin up/down cleanly. Hardware & Current State 2× NVIDIA DGX Spark (Grace Blackwell, 128 GB unified LPDDR5x memory each, ARM64). 200 GbE interconnect + 1 GbE internet links. I have a basic cluster setup, timeshift snapshots, ZeroTier, and Tailscale already running. You're welcome to rebuild from scratch if that's cleaner and faster. Core Requirements (Persistent Where Possible) vLLM as primary inference engine with a large-context main model (e.g., Nemotron 120B or equivalent). Must support easy switching to newer models. Whisper (or best-practice alternative like faster-whisper) – ready for OpenClaw API integration. Piper TTS – ready for OpenClaw API/text-to-voice integration. All persistent services should run with clean web UIs for demo purposes. On-Demand Tools (Configured for Easy External/Tailscale Access + Web UIs) Ollama + web UI (for specific or scheduled models). OCR model + workflow (let's discuss the best option—e.g., EasyOCR/PaddleOCR—and data saving/integration with other tools). Image generation (primary for OpenClaw use) with multiple models available. LoRA training tools for image generation. RAG / vector DB (choose the best integration with OpenClaw and other tools—e.g., Qdrant, Chroma, or Milvus). Multi-agent capable dev tools / environment. Central Portal & Usability A single web-based portal (e.g., OpenWebUI or equivalent) for central access to all tools, easy model switching, admin controls, and live demos. Nice-to-Have / Optional Enhancements (quote separately if interested) Full 2-node clustering with tensor parallelism (e.g., using the open vLLM-DGX-Spark repo or Ray/NCCL). Docker Compose / lightweight Kubernetes orchestration for easy updates and portability. Monitoring dashboard (Prometheus + Grafana). NVIDIA NIM microservices for optimized inference. Any other best-practice tools you recommend for integration, speed, or flexibility. Your Profile You're deeply familiar with these tools (or eager to dive in as an enthusiast), NVIDIA DGX systems (especially Spark/Grace Blackwell), multi-node inference (vLLM, tensor/pipeline parallelism), Docker/containerization, and API integrations. You understand VRAM/unified-memory optimization and can make everything work together smoothly. Bonus if you have experience with OpenClaw, OpenWebUI, RAG pipelines, or agent frameworks. Proper English communication (written and spoken) is a must for smooth collaboration. Timeline & Expectations We have a tight deadline — I need a stable, running environment live as soon as possible. You're completely free to experiment, test, and play around with different configurations during setup, but the priority is delivering a functional, demo-ready system quickly. Speed matters, while still maintaining quality and stability. Compensation Competitive hourly rate (fully flexible and based on your region, experience, and the exact scope) or a fixed-price project bid if preferred. I'm completely open to discussion—propose whatever rate works best for you and your location. This project serves as a test case for potential further collaboration and ongoing work if it goes well. If you're the right fit, there will be plenty of exciting follow-up opportunities. Work Style & Availability This is remote work. I am completely flexible on working hours and not EU-bound. As long as you're excellent at what you do, I'm happy to work with talent from anywhere in the world (including low-income countries—great people deliver great results everywhere). If this sounds like a good fit, reply with: Your relevant experience (especially with DGX Spark, vLLM multi-node, or similar stacks — enthusiasts with strong practical knowledge are very welcome). Rough timeline and cost estimate (with your proposed rate). Any questions or suggested improvements. Looking forward to building something powerful together!

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Zoho CRM Enterprise Build – Sales OS (SMS & VoIP Integration)

Project Overview We are a UK-based renewables installation business seeking an experienced Zoho CRM specialist to implement a fully specified sales operating system. This is not a discovery project. We have complete technical documentation (83 pages across three controlled documents, full field matrix, validation logic, workflow pseudo-code, and process maps with IF/THEN permutations) ready for implementation. We are now looking for a capable implementation partner to build exactly what is specified. Scope – Phase 1 Users: 6 (Sales, Manager, Admin) Modules included: Leads Contacts Accounts (Household model) Sites (custom module) Deals (pipeline enforcement engine) Lead Gen Providers (custom module) Funding Schemes (custom module) Core functionality includes: Lead → Contact + Account + Deal conversion (single action) Stage-based mandatory field enforcement Blueprint-style pipeline control Hard and soft duplicate detection rules UK postcode validation and normalisation workflows SMS automated first-touch with logging and opt-out enforcement VoIP click-to-call with automatic call logging and outcome enforcement Stage duration alerts and quote expiry alerts Data migration from Excel with deduplication Role-based field visibility and permissions Operational dashboards for sales performance Full documentation will be provided to shortlisted candidates only. Integrations SMS: Twilio (preferred) or MessageBird VoIP: 3CX / Aircall / CloudTalk (final provider to be confirmed) You must be comfortable configuring: API authentication Webhooks Activity logging Opt-out enforcement Error handling logic What We Are Looking For Essential: Proven Zoho CRM implementation experience Strong knowledge of validation rules and workflow logic Experience configuring Blueprints and stage enforcement Experience with SMS and VoIP API integrations Experience with data migration and deduplication Desirable: UK GDPR awareness Experience building sales process enforcement systems Experience working from formal technical specifications Who Should NOT Apply × Generalist VAs who “know Zoho” without implementation portfolio × Anyone without SMS/VoIP integration experience × Copy-paste proposals without demonstrating understanding of structured builds × Agencies planning to outsource this to junior developers × Anyone expecting a vague brief or discovery-led engagement This is a defined implementation project. Zoho Version We are open to recommendations between Zoho CRM Professional and Enterprise. Please specify which edition you recommend and why, based on Blueprint, API, and automation requirements. Budget & Timeline Initial budget indication: £600 This is a starting figure for Phase 1 configuration. After reviewing the documentation, you may propose a revised fixed price aligned to scope. Indicative development schedule: 3–4 weeks for configuration and integration, subject to agreement. Please provide your realistic delivery timeline. How to Respond Please include: Summary of relevant Zoho CRM builds Confirmation you are comfortable working from detailed technical documentation Experience with SMS and VoIP API integrations Suggested Zoho edition (Professional or Enterprise) and rationale Estimated timeline Fixed price proposal Shortlisted candidates will receive the full specification package before final appointment.

Build UK activity and experience operator company database

Overview We are building a structured database of UK activity, tour and experience operators. This is a research-focused project requiring accurate company information plus verified senior decision-maker contact details. Pricing Structure & Proposal Requirements This project is structured as fixed-price batches. We are not publishing a budget range and will be assessing proposals based on methodology, accuracy and commercial fit. Proposals without clear pricing will not be considered. Please provide fixed prices for the following: Trial Batch: 50 completed records Production Batch: Per 1,000 completed records Your proposal should also include: Estimated turnaround time per batch Scope of Work – UK Operator Research (Manual List Building) Research UK-based operators that both take bookings and directly deliver experiences, tours or activities themselves. Include only the actual service providers. Exclude agents, resellers, marketplaces, aggregators or any business that does not run and fulfil the activity in-house. Companies must control and fulfil the experience themselves and must not operate solely as listing platforms, brokers, agents, or ticket resellers. Use the attached market categories document as the target markets. Data Required (columns in spreadsheet) Company Information Company Name Website URL City or Region (UK only) Activity Category Source (Google Maps, Tripadvisor, Viator, GetYourGuide etc.) Decision-Maker Information Full Name of Senior Decision Maker Job Title (Owner, Founder, Managing Director, General Manager, Head of Operations etc.) LinkedIn Profile URL Verified Work Email Address (personalised to the named contact only) Mobile Phone Number (if publicly available) Office Phone Number Booking system used (Bókun, FareHarbor, Rezdy, TrekkSoft, Regiondo, Beyonk, TicketingHub, Bookeo, BookingLive, Xola, bookinghound etc) Quality Expectations UK-based companies only Must have a working website Senior decision makers only Emails must be verified and belong to the named individual Email addresses must be validated using recognised professional verification methods and must not be guessed, pattern-generated, or sourced from bulk lead databases. No generic inboxes Phone numbers must be publicly listed or clearly attributable to the company Profiles must be validated against a current LinkedIn page LinkedIn profiles must clearly show the individual’s current role at the listed company. Profiles without visible company alignment may be rejected. No duplicates One company per row Quality Benchmarks Relevance (Pass / Fail) Companies must be genuine operators that run and deliver their own activities. Decision-Maker Accuracy Contacts must hold senior roles such as Owner, Founder, Managing Director, General Manager or Head of Operations and be validated via LinkedIn. Email Standards Only verified work emails for the named senior decision maker are accepted. Data Structure & Consistency Correct spelling, clean clickable URLs and consistent formatting are required. Trial Batch Benchmarks The first batch will be reviewed against the following benchmarks: Minimum 80% relevant companies Minimum 60% verified senior emails Project Structure & Commitment Phase 1 – Trial Batch The project will begin with an initial trial delivery of 50 completed records. This phase will be used to evaluate research quality, relevance and adherence to the requirements. Phase 2 – Scaled Delivery If the trial batch meets expectations, the project may continue in larger batches of up to 1,000 records at a time. Flexible Engagement This is an ongoing research engagement rather than a fixed-volume contract. Work may be paused or stopped by the client at any stage, during or after any batch, without further commitment or obligation and for any reason. Additional batches must not begin without explicit approval. File Format Microsoft Excel (.xlsx) or Google Sheets format only UTF-8 compatible text formatting Data Ownership All data created as part of this project becomes the sole property of the client upon payment and may not be reused or resold elsewhere. Right to Pause or Stop The project may be paused or stopped after any delivery for any reason by the buyer. Client Acceptance Rights The client reserves full discretion to accept or reject any submitted batch based on relevance, accuracy, structure, or adherence to the requirements outlined in this brief. Acceptance is confirmed only when the client explicitly approves the batch in writing within the platform. If a batch does not meet expectations or benchmarks, the client may reject the submission and discontinue the engagement immediately. If a batch is rejected, the client will not release payment for that milestone. Trial Batch Evaluation The initial 50-record trial batch will be assessed against the stated quality benchmarks. Failure to meet benchmarks may result in rejection of the batch and closure of the contract without further obligation.