Found Description
I am launching a B2B service focused on helping commercial contractors improve visibility into material spend across active projects.
The website, marketing materials, and positioning are complete. I am now looking for an experienced operations automation specialist to build the internal workflow that will power service delivery.
This is NOT a software development project.
This is a workflow architecture + automation build designed to make a service business scalable and low-touch.
PROJECT OBJECTIVE
Design and build a repeatable internal workflow that allows:
• Client onboarding
• Document intake and organization
• Project tracking
• Exception identification
• Reporting workflow
• Monthly delivery process
• Internal task automation
The goal is to create a system that highlights what needs attention instead of requiring manual review of everything.
TOOLS (REQUIRED EXPERIENCE)
• Airtable (required)
• or Zapier (required)
• Google Drive ...
The website, marketing materials, and positioning are complete. I am now looking for an experienced operations automation specialist to build the internal workflow that will power service delivery.
This is NOT a software development project.
This is a workflow architecture + automation build designed to make a service business scalable and low-touch.
PROJECT OBJECTIVE
Design and build a repeatable internal workflow that allows:
• Client onboarding
• Document intake and organization
• Project tracking
• Exception identification
• Reporting workflow
• Monthly delivery process
• Internal task automation
The goal is to create a system that highlights what needs attention instead of requiring manual review of everything.
TOOLS (REQUIRED EXPERIENCE)
• Airtable (required)
• or Zapier (required)
• Google Drive ...