Project Duration: Approximately 1 month
Estimated Hours: Minimum 10 hours/week (Approx. 40 hours total)
Role Overview
We are looking for a technically confident Systems Integration & Workflow Specialist to help audit, connect, and optimize our existing business systems. The ideal candidate will review current tools, improve workflows, document processes, and ensure systems are properly organized for long-term team use.
Key Responsibilities
- Audit existing business tools and platforms (email, CRM, project management, website, etc.)
- Identify workflow gaps, inefficiencies, and opportunities for improvement
- Connect and streamline systems to improve information flow
- Build and document processes/workflows for team reference
- Provide recommendations and implement necessary fixes
Possible Tools/Platforms
Experience with some of the following is preferred:
- CRM platforms
- Project management tools (especially Notion)
- Email marketing platforms (especially Appollo)
- Website platforms (familiarity with migtating domains and using WordPress)
- Automation tools
- Claude AI integrations
- Microsoft 365
Qualifications
- Proven experience in systems setup, integrations, and workflow optimization
- Strong understanding of business processes and automation
- Comfortable working across multiple platforms and learning new tools quickly
- Strong documentation and communication skills
- Able to work independently with minimal supervision
- Detail-oriented with strong problem-solving skills
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