Policy Automation Projects
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opportunity
Automate Excel to PowerPoint
Looking for a custom Ribbon creation in Power Point to select and transfer cells from an Excel worksheet into specific visuals within a powerpoint template.
9 days ago44 proposalsRemoteImplement Automated Lead Nurturing System on Zoho CRM
Company Overview We empower entrepreneurs with the fastest way to get a professional business phone system. Our SaaS platform helps small businesses build stronger customer relationships and grow their sales. We are an early stage startup focused on emerging markets. Project Overview: We need a Marketing Automation Specialist to design and execute a lead nurturing system that maximises conversions on our website. This is a high-impact, time-sensitive project leveraging Zoho CRM to deliver a seamless customer journey from first website visit to closed sale. The ideal outcome is converting website visitors to paying customers within 1-30 days, utilising a multi-channel approach (email, SMS, WhatsApp, and targeted outbound calls). Success will be measured by clear increase in website conversions. Key Deliverables & Success Indicators: - Lead Segmentation & Scoring: A lead scoring model implemented in Zoho CRM that effectively differentiates between low, medium, and high-intent leads. Clear lead segmentation criteria based on demographics, website behaviour, and other relevant factors. - Automated Nurturing Workflows:Design multi-channel campaigns (email, SMS, WhatsApp) with a focus on providing value, addressing objections, and increasing conversions. (Consider a welcome series, educational content, overcoming objections, etc.). SMS and WhatsApp should primarily be used for time-sensitive offers and re-engagement - Integrated SMS and WhatsApp messaging workflows designed to complement email campaigns and boost engagement. - Create compelling email templates and messaging aligned with each lead segment and stage in the customer journey. - Build all necessary automation sequences in Zoho CRM, ensuring seamless lead progression based on engagement. - Telesales Integration: A system to identify high-intent leads who have not converted within 24 hours. Automated process to notify the telesales team and provide them with relevant lead information - Analytics & Optimisation: Zoho CRM dashboards tracking key metrics across all channels (email, SMS, WhatsApp, telesales). Weekly optimisation reports with actionable recommendations to improve campaign performance and conversion rates.workflows. Scope of Work and Timelines Phase 1: Strategy & Setup (Week 1 - 2) - Conduct an audit of existing website analytics and CRM data. - Develop a lead segmentation and scoring model. - Design a comprehensive lead nurturing workflow, including triggers, content themes for each stage, and channel selection. - Outline the telesales integration process. - Create email templates, SMS templates, and automation sequences. Phase 2: Launch & Optimisation (Week 3) - Launch the automated campaigns. - Set up dashboards and reporting in Zoho CRM to track lead progression, conversion rates, and channel performance. - Analyse initial campaign results and suggest optimisations to improve engagement and conversion. If you interested in this Job: - Submit your portfolio highlighting Zoho CRM lead nurturing campaigns. - Include 1-2 case studies showcasing successful automation projects you've implemented. - Briefly describe your approach to segmenting leads and designing a multi-channel campaign that converts.
2 days ago18 proposalsRemoteAI Automation Analyst
We are seeking a talented and experienced AI Optimization Analyst for consultation and implementation. As an AI Optimization Analyst, you will play a crucial role in enhancing the efficiency and performance of our artificial intelligence systems in the recruitment process and strategies to enhance active and passive recruitment by bringing various resumes to our database, phone numbers, email IDs, and other required things in the process. we have 4 lakh applicant profiles without resumes, and we need to bring resumes from various sources and paid portals . Doing this work manually is very time-consuming. Experience: 10+ years experience Tools: Experience with AI development tools and libraries. Soft Skills: Problem-solving abilities, effective communication skills, analytical skills, and collaboration skills. Portfolio: A strong portfolio showcasing your projects can be helpful. Project: Automation of recruitment process for staffing companies. The timezone is Indian Standard Time. Preferred individual freelancer (No companies)
17 days ago20 proposalsRemoteNew project - Telegram automation system with trading account
Hi, i need somene create an Ai automation bot which follow by different msg from telegram group and open order in my trading accounts? Which mean follow by few telegram group msg and open trade follow by the pairs and numbers and also stop loss and take profit too, but then I would like the take profit and stop loss wouldn’t inside the broker panel there and follow the numbers like human and execute it. If you not understand anything and we will discuss more so I can let you understand more, my budget and timeline will be 110 usd and 14 days to be done and no other hidden charges or outside charges. And also pls let me know soon if you can do it as I have ask few seller in here too, hope to see your reply soon, thank you.
10 days ago14 proposalsRemoteWHATSAPP AUTOMATION TO 4000 CURRENT CLIENTS
Dear Programmers and Automation Experts, We are looking to send an automation to our database with some marketing material in one go and we need someone to do this. It will be a sequence of 3 messages spread out over 30 days. We are looking for someone trustworthy and reliable to do this job. Post this, there will be ongoing work available, too. Best wishes, Beenish
11 days ago15 proposalsRemoteopportunity
Experienced Social Value Policy Writer
We are seeking a highly skilled and experienced individual to write a comprehensive Social Value Policy for our organization. The policy will be used as a framework to guide our social responsibility initiatives and ensure that we are making a positive impact on our communities and the environment. The ideal candidate will have a strong understanding of social value principles, as well as experience in writing policies for tender purposes. They will be able to analyze our organization's activities and identify areas where social value can be added, and develop strategies and actions to achieve these goals. The Social Value Policy will be a key document for our organization, and it will be used by our staff, stakeholders, and communities to assess our social responsibility performance. It will also be used as a tool to attract new clients and partners who share our values and commitment to social impact. We are looking for a candidate who is passionate about social justice and sustainability, and who has a strong ability to communicate complex ideas in a clear and concise manner. The candidate should also be able to work independently and as part of a team, and be able to meet tight deadlines. If you are a highly qualified and experienced individual who is interested in this opportunity, please submit your resume and a cover letter to [insert contact information]. We look forward to hearing from you. Please DO NOT apply if you do not have a proven track record of doing social vlaue policies for UK companies and are familar with the legislation around this
23 days ago14 proposalsRemoteLibrary Automation process Tools for Oil & Gas company
I am an focal point of technology with an oil & gas upstream company seeking a skilled developer to create a comprehensive library of automation tools. These tools will be designed to handle a wide range of tasks from data analysis to report generation and workflow management. The goal is to fully automate these processes to boost our operational & technical efficiency. project SOW: 1- build excel sheet list of company support of oil & gas upstream automation processes. first from UAE local company than find global company (list include: company name & type of tools service & description service tools & contact (website) 2- check the attachment excel, you will find the overall job & activity in oil company & type of tools need & find more activity + tools support. 3- find company build dashboard can service all tools depende of division & find solution to connect system tools together 4- flowchart of activity team with tools support - To explain 5- prepare 3 presentation power point for 3 level of position (high level management position & management & employees 6- prepare guideline user (how find tools support activity, etc. ) 7- prepare general specification for project library automation process 8 - prepare Feasibility study library and optimize manpower Key Attributes: - Full Automation: The tools should have the capability to function independently, requiring minimal human intervention. - Multifunctional: We are looking for a one-stop solution that can handle data analysis, report generation, and workflow management. - Integration: The ideal tools should be able to integrate seamlessly with our internal databases, project management software, and enterprise resource planning (ERP) systems, etc. - find all task and activity of upstream Ideal Skills and Experience: - Proven experience in developing automation tools, especially in the oil & gas sector upstream, will be highly appreciated. - Proficiency in integrating systems with various databases and software. - Strong understanding of data analysis, report generation, and workflow management. Your proposal should include a brief overview of your relevant experience, a strategy for the development process, and an estimated timeline for completion. A successful project will lead to a long-term relationship, as we are keen on further automation and digital transformation within our company.
7 days ago16 proposalsRemoteTexture A Character Arcane Style
Hello I am looking for someone that can texture a 3d modeled character like Arcane style. Please see the examples below. Send over a portfolio to show me reference of your work. An NDA will need to be signed per company policy. This opportunity may lead to hiring you for the entire project.
7 days ago19 proposalsRemoteopportunity
Telegram message forwarder
Im looking for a web automated message forwarder to groups for telegram Step 1) make the program login to telegram accounts through web Step 2) join groups with the account Step 3) forward automated messages from my channel to other groups with interval every 20minutes to 1hour simultaneously functionalities: - option with interval from 20minutes to 1 hour - ability to add multiple telegram account to forward messages - ability to see from which group account got kicked - ability to see which account got banned - ability to forward message with buttons - ability to change groups whilst running (in case i find a group inactive) - ability to let it run and account logged in 24/7
a day ago13 proposalsRemoteInterview Question writer
We are an academic streaming platform that interview academics and policy makers on their recent research and policy reports. We also work with publishers on new books. Working at 8 sets of questions per hour, we require someone to complete 64 sets per day. The deadline is weekly, so this can either be done in one day or at your own speed. But we only need 8 hours a week at the moment. This would double depending upon performance. This is an ongoing job. STYLE GUIDE: We represent the work in question as opposed to trying to write questions with an angle. That doesnt mean the questions are not insightful. We provide you with the URL and abstract and require 5/6 questions that cover all the details of that paper. Training is provided. But examples are the following: The platform is called Faculti (https://faculti.net) Exact job: https://www.dropbox.com/scl/fo/g1w0k6e5tpg0q7jlv3gw8/AIB3qRIX8qh7Kt4RyUqVS5g?rlkey=houwgown317df7e86coyp47ug&st=ttnwdwy6&dl=0
5 days ago26 proposalsRemoteAutomating complex strangle stratergy With API INTERGRATION
We seek a skilled Python developer with expertise in algorithmic trading to automate a complex strangle strategy and integrate it with the Broker API and paper trade. The project entails developing an algo trading strategy tailored for the Indian market, focusing on options trading with a quick turnaround time. The strategy should seamlessly integrate with the API BRIDGE for broker-side execution. Additionally, a paper trading facility is required. Key requirements include: - Proven experience in algo trading, preferably in options, and familiarity with Broker API integration - Understanding of the unique characteristics of the Indian market - Ability to deliver promptly The successful candidate should possess the skills to develop a robust and reliable strategy and implement it efficiently. We will discuss and share the actual strategy in word documents once finalized.
16 days ago12 proposalsRemoteLooking for a CRM consultant
Description: We are seeking a highly skilled CRM consultant to join our team and collaborate on the development of workflow recommendations for our rapidly expanding company. Our goal is to create an efficient platform creating powerful marketing automation workflows, and integrating our CRM to supercharge our sales and marketing efforts. Key Features • Client Portal: Easy-to-access, customizable dashboard with activity updates and essential tools for communication, collaboration and branding. • Onboarding Automation: Streamlined forms, welcome packages, contracts, and payments. • Online Scheduler: Calendar integration for appointment management. • Surveys: Immediate and follow-up surveys for client feedback. • Funnel Building: Lead generation processes for client acquisition. • Email and SMS Marketing: Automated campaigns for client engagement. • Social Media Management: Brand visibility and client interactions. Responsibilities The consultant will: 1. Detail the optimal client workflow with a flow chart. 2. Articulate how each workflow phase will be impacted and automated. 3. Discuss the scalability of the solution for future long-term growth. If you are a skilled CRM consultant with a passion for driving efficiency and growth, we encourage you to apply for this exciting opportunity.
5 days ago16 proposalsRemoteopportunity
Gohighlevel Automation - Estate Agents Lead follow up
Good Evening, I need a Gohighlevel or similar automated workflow for my estate agents business, the work flow requires email parser, email & sms, conversational AI, appointment scheduling, calls and voicemails. I would like the buyer to be able to select a date / time to view a property then the system texts the owner (vendor) of the property to see if that time suits, if it does and they agree then the system confirms the appointment between the buyer and seller, if the seller cannot do that time it prompts them to suggest another time and sends back to the buyer, who hopefully will then agree. once agreed then the viewing is confirmed, if it still is not agreed then it prompts a call to our estate agency to mediate and organise the viewing appointment manually like we currently do. I am happy to do a zoom / discovery call to explain the steps and triggers Thanks Will
18 days ago18 proposalsRemoteAmazon seller to automate pricing and inventory quantity
I needed to automate pricing for amazon seller every two hours which I needed to do by using SP-API or using veeqo. I needed script to run it every two hour to via excel file from which it will be provided
18 days ago17 proposalsRemoteopportunity
Scorecards and Dashboards
Im looking for somone who can create an automated scorecard and dashboard for a client. You'll need to pull data from several systems and create a good looking dashboard which updates a minimum of daily.
9 days ago46 proposalsRemoteSeeking No-Code Architect for Automation Project
We are seeking a talented no-code architect to assist us with a project focused on web scraping, content filtering, and process automation. The ideal candidate will have expertise in identifying and configuring the best no-code tools and platforms for our requirements, enabling us to automate processes and extract valuable insights without traditional coding. Responsibilities: Evaluate project requirements and objectives for web scraping, content filtering, and automation. Research and assess available no-code platforms, tools, and integrations suitable for the project's needs. Recommend and select the most suitable no-code solutions for web scraping, data filtering, and automation tasks. Configure and set up integrations between selected no-code tools and platforms to achieve seamless automation. Provide guidance and best practices for leveraging no-code solutions effectively to meet project goals. Requirements: Proven experience as a no-code architect or consultant, with a strong track record of implementing successful no-code solutions. Comprehensive knowledge of various no-code platforms, tools, and integrations, particularly those suitable for web scraping and automation. Familiarity with web scraping techniques, data extraction methods, and content filtering processes. Strong problem-solving skills and the ability to assess project requirements to recommend suitable no-code solutions. Excellent communication skills and the ability to collaborate effectively with project stakeholders. If you're passionate about harnessing the power of no-code tools to automate processes and drive efficiency, we'd love to hear from you! Please provide details of your relevant experience and examples of previous projects involving no-code architecture and automation. Budget: Flexible, depending on experience and scope of work. Duration: Short-term project with potential for ongoing collaboration. Deadline for Applications: [Insert deadline or state "Open until filled"] We look forward to reviewing your proposals and discussing how we can work together to achieve our project goals. Thank you for considering this opportunity!
24 days ago13 proposalsRemoteWhats app integration
This project requires developing a customized automated solution for large scale WhatsApp communication. The client needs to send personalized text messages to more than 200,000 recipients simultaneously through the popular messaging platform WhatsApp. The proposed system should be able to connect to the client's user database to extract requisite contact details like mobile numbers and fetch personalized message templates assigned to different user segments. It is imperative that all communication is sent while adhering to WhatsApp's platform policies and terms of use. The automated messaging mechanism developed should be scalable to handle such high volumes of concurrent outbound deliveries without encountering errors or delays. It must employ intelligent throttling techniques to stagger message dispatch over an extended period if required by WhatsApp APIs. Detailed logging and reporting functionalities are important to track message transmission status for each contact. The interface for operators should be intuitive and allow easy template management, recipient filtering, scheduling message runs. Security and privacy of user data being accessed and transmitted needs to be of utmost priority. Advanced technical and WhatsApp integration skills are necessary to take up this challenging project. Knowledge of application development, automation, APIs and messaging protocols is a pre-requisite. Creating a robust, policy-compliant and high performance solution within the stipulated timeline will be the key objective.
24 days ago15 proposalsRemoteopportunity
New website development with specific database search options
Hi I'm looking to develop a website which highlights charities and community groups which align with the UN Sustainable Development Goals. At this stage the key ask is functionality so I can see if the concept works so I can work on grant applications/funding. Further stages would entail automation for checks as detailed on the attached brief.
7 days ago48 proposalsRemotePHP Laravel Website Manual & Automated Testing
I'm seeking a tester to evaluate our PHP Laravel website. Your responsibilities will include both manual and automated testing. Manual Testing: - Focus on Functionality, Usability & Compatibility: I need the tester to pay particular attention to these aspects of the website. - Test Case Creation: You will be required to create test cases for the website as they are currently unavailable. By doing so, you will essentially be putting yourself in the shoes of our users and assessing the website's strengths and weaknesses. Automated Testing: - Browser Compatibility: I need the website to be compatible with three major browsers (Chrome, Firefox, Safari) and require you to automate this testing. Ideal Candidate: - Proficient in PHP and Laravel: You should be well-versed with these technologies to understand the intricacies of the website. - Skilled in Manual Testing: Your experience in manually testing websites, particularly in evaluating Functionality, Usability and Compatibility, is crucial. - Automation Testing Knowledge: Your ability to automate testing, especially in terms of browser compatibility, is pivotal for this project. Please share your relevant experience and how you plan to approach the testing.
25 days ago15 proposalsRemoteOCR images and seaach ChatGPT api, automation.
Hi, Minimum requirements: 1. text images (exam style questions) are loaded to Google Drive. (we have already done this) 2. Scan the Google Drive folder for new images. 3. Run new image through Google OCR/Document AI service. 4. Save to master file (e.g. Google Sheet, Doc) that can be accessed by multiple people Ideal scenario: 5. Link to ChatGPT api (we have this already setup) 6. Run question/prompt and return answer to the sheet.
a month ago19 proposalsRemote