Financial analyst with knowledge of the English language

I'm looking for a attentive and systematic assistant to manage the client database of a small coffee business. I need help organizing a simple and clear client accounting system. At the initial stage, this could be a well-set-up Google Sheet, Notion, or an inexpensive CRM. I will consider your suggestions for the most convenient and budget-friendly solution. What needs to be considered for each client: name and contact details; source of inquiry, such as advertising, Instagram, recommendation; date of first contact; what the client purchased; which types and flavor profiles of coffee they liked; method of coffee preparation; history and approximate frequency of orders; date of next contact; comments and important details of correspondence. I'm primarily looking for a reasonable and economical solution for a small business, so expensive and complex CRMs are not being considered at this stage. At the first stage, the main focus is on systematizing information and reminders. Later, we can discuss the independent sending of agreed messages to clients.

It is necessary to set up a CRM system and end-to-end analytics for a service company specializing in appliance repair (Appliance Repair, USA).Current Situation Company website SEO Google Ads Google Business Profile (Google Maps) Facebook / Instagram Ads Ringostat Google Analytics 4 CRM Workiz External online booking system Setmore.com Important: we are not looking for an advertising or SEO specialist. All advertising channels are already operational. It is essential to correctly link all systems together.What Needs to Be Done Analyze the current operation scheme of Workiz and existing integrations. Set up or suggest a CRM (if Workiz does not allow for the necessary functionality). Set up end-to-end analytics between advertising sources, Ringostat, CRM, and Google Analytics. Set up automatic lead creation in CRM from all possible sources. Transfer the source of the inquiry to CRM (Google Ads, Organic, Google Maps, Facebook/Instagram, Direct, Referral, etc.). Check the possibility of integrating the external booking system Setmore.com with CRM. Set up reports or a dashboard where you can see: the number of leads from each source; the status of each lead; conversions; the effectiveness of each advertising channel.Expected Result Ultimately, we want to see a complete picture for each inquiry: where the client came from; through which advertising source; whether a lead was automatically created in CRM; the further status of the lead; statistics and conversions for each channel. If Workiz is not suitable for implementing these tasks, we are open to considering a transition to another CRM if the contractor can offer a more suitable solution and carry out its implementation.When Responding, Please Indicate experience in setting up Workiz (or similar CRMs); experience in implementing end-to-end analytics; experience in integrating Ringostat, Google Analytics, Google Ads, and CRM; which CRMs you would recommend for this task (if not Workiz); estimated cost and time for completion.

Hello I need to gather contacts of companies in 5 French-speaking regions of Switzerland (Geneva, Vaud, Neuchâtel, Jura, Valais Details - - manufacturing companies and service providers - focus on local companies or international companies that have business in the country - large and medium enterprises or small businesses that have several offices-stores-garages-etc. (any chains) Details 1. manufacturing - any enterprises in the 5 regions of the country (including food products (chocolate, cheese, dairy, and others) 2. services - - transport companies, - cleaning companies (for cleaning - transport (buses, trams, metro), airports, business centers, stores, universities, and other educational places (schools, kindergartens), customs, police - medical institutions (excluding hospitals), - car dealership chains, - sports clubs, - restaurant chains (individual restaurants are not needed), - distributors of cleaning products for businesses or local municipalities, - car wash chains, - hotel chains in this country (one hotel is not needed), - companies that conduct cleaning-washing of yachts on Lake Geneva, The result of the work will be - a table with contacts of the above-mentioned companies (region name, industry, company name, company website, email, phone number, address, company LinkedIn link, 2-3 contacts from the purchasing department (for large and medium companies) and management for small enterprises (including chains) with name, position, email, phone, and LinkedIn links (if available) Evaluation - a minimum of 300 companies for which there is a budget of 3,000 UAH or 10 UAH for each contact I am ready to answer all questions Thank you

We are looking for an effective Meta-targeting specialist who can work with complex projects and is responsible for the effectiveness of advertising, not just its launch. Project — recruitment for a vacancy. Direction: attracting quality targeted responses for an office vacancy in Kyiv. Tasks: • launching and managing advertising campaigns in Meta Ads • attracting quality targeted responses for an office vacancy in Kyiv • working with cold audiences and finding new sources of applications • testing creatives, audiences, and advertising combinations • scaling effective campaigns and disabling non-working ones • optimizing the cost of targeted responses and budget • controlling the quality of incoming applications (relevance of candidates, compliance with requirements) • adhering to moderation rules and finding stable solutions for working in complex advertising niches Important: • priority — quality targeted responses, not their quantity • irrelevant applications and non-target traffic are not considered results • systematic low quality of applications will result in termination of cooperation • looking for a specialist with practical experience who can bring quality candidates, not just test basic hypotheses at the expense of the advertising budget Requirements: • confident experience with Meta Ads • experience attracting candidates for vacancies through Meta Ads will be an advantage • ability to work with cold audiences and find new segments • focus on quality targeted responses, not on reach and clicks • experience optimizing advertising campaigns by cost and quality of applications • understanding the specifics of passing moderation and ability to create conversion advertising materials • analytical approach, independence, and responsibility for results Will be a big plus: • experience launching advertising campaigns in gray niches • successful experience attracting candidates for vacancies in Kyiv and the Kyiv region • having cases with quality responses at target cost • ability to quickly find and scale working advertising combinations Payment: • discussed individually

Description: We maintain a reporting system for trainings/courses, where each client has a separate Power BI report that retrieves course completion data via the Tovuti LMS API using Power Query (M). One of these reports has started returning a 429 Too Many Requests error, as the query reloads the entire data history each time, and the volume of this history has already exceeded the Tovuti API request limit. Requirements: Rewrite the Power Query so that only new/modified records are loaded during each refresh, using the timestampModifiedAfter parameter in the courseProgresses endpoint (this parameter has been confirmed to exist and work), instead of reloading the entire history. Add retry/backoff logic so that in case of a 429 error, the request pauses and continues working instead of failing with an error. Test the fixes on our actual Tovuti API and confirm that the updates are successful. Briefly document the changes (what and why was changed) so that we can maintain this in the future. Data model context: The report consists of 4 related tables: Teams, Courses, Users, and AssigmentsProgress (fact table pulled from the Tovuti courseProgresses endpoint, linked by teamId, courseId, userId). The AssigmentsProgress table hits the request limit as it grows every time someone starts, takes, or completes a course. Requirements: Confident practical experience with Power Query (M language) and incremental data refresh patterns in Power BI Experience with REST APIs (pagination, date filters, request limits, retry/backoff handling) Ability to read OpenAPI/schema documentation Clear communication in English Outcome: A working, tested Power Query fix integrated into the existing report, with a brief written explanation of the changes. Budget: Fixed price for this task (amount to be discussed based on the proposal)