Add Internal Clickable Links to a PDF Client Tracker

I run a natural hair salon and need an Airtable system designed to organize client information, track service requests, and monitor communication handled by reception. · The goal is to create a structured directory of clients along with a communication tracker that ensures recept ...

Organize onboarding content into a clean structured Excel workbook. · ...

++We need an automation-focused developer to streamline our client onboarding.+ · ...

We are hiring a reliable detail-oriented Business Assistant to support a US based Founder & CEO with administrative client onboarding tracking reporting and operations tasks. · This is a long term part time role (25 hrs/week). · You will be working with structured systems tracker ...

We're looking for an experienced Zapier automation specialist to implement a well-defined automation for our consultancy. · This is not a discovery project as the process, data model, and logic are already designed. Your role is to execute cleanly in Zapier, flag technical constr ...

We're a premium CFO advisory firm serving agencies and ecommerce businesses. You'll support our CFO clients by delivering close-ready books and reliable AR/AP operations on a consistent cadence. · You will own month-end close + AR/AP operations, including invoicing and performanc ...

We are looking for a part-time/full-time Virtual Assistant who will perform various administrative tasks including client servicing, claims administration, CRM support and content creation. · Tasks include preparing client portfolio summaries, · updating coverage tables and track ...

This project involves creating an estimate p.o.& invoice using Google sheet automation. · ...

I run a fitness coaching business and already have a spreadsheet i use to track data, but it's missing metrics such as NEW cash collected vs recurring cash collected. · We need to make this big spreadsheet better as one stop tracker.The main spreadsheet also needs tracking an ass ...

This role supports the Onboarding function by handling administrative tasks so the Head of Onboarding can focus on client readiness. · ...

We are looking for a Notion specialist to build a clean workspace for our marketing agency. The ideal candidate will design and structure a Notion workspace that includes client management, content planning, payment tracking and internal workflows. · Client database creationStatu ...

The Supportive Housing Redesign structures multiple projects within one Program, collectively strengthening governance and accountability, and improving operational efficiency to deliver reliable, equitable housing services and improving client and provider experiences. · ...

+This is an organization, tracking, and follow-through role. · +(+) Loves spreadsheets, checklists, and folders · Extremely detail-oriented · Comfortable working independently and asynchronously ...

We're a purpose-driven travel company specializing in curated group trips and retreats for women. Our Client Engagement & Success Lead is looking for a detail-oriented, proactive coordinator to support the execution of our 2026 client experience strategy. · 2+ years in client suc ...

About Ultimate Co. · We take projects from concept to creative to build to delivery, · managing complex programs for some of the most recognized brands in Canada. · ...

Our client is seeking a Project Coordinator to support two projects: Budget Management Transformation (BMT) project and the Supportive Housing Redesign Program. · ...

We are seeking a Client Experience Lead to act as the primary client-facing figure inside a diabetes-focused education and lifestyle program. · This role focuses on onboarding, accountability, · and ongoing participant support within a clearly defined, · non-clinical scope.Conduc ...

Necesito ayuda para configurar el Agency Analytics Template para 8 clientes. El foco es en SEO, incluyendo Rank Tracker, Google Search Console, Ahrefs y Analytics (GA4). · Se requiere experiencia en WordPress, Google Analytics y conocimientos opcionales en HubSpot. · ...

We are a boutique travel agency based in Atlanta, GA. We specialize in luxury river cruising, especially Viking, and provide white glove support to our clients. · We are warm, organized, and serious about doing things well. Our team is small, collaborative, · and process driven. ...

I run a cloud consulting firm (GCP architecture automation development infrastructure management) and use Notion Business as my primary workspace. · It's gotten messy needs a proper structure. · Audit my current Notion workspace reorganize it · Build a linked database system for ...