Overview: We are seeking an experienced AI & Data Automation Consultant to develop an internal system that automates our PT Weekly Action Plan Report. The goal is to streamline data extraction, processing, and reporting using Google Sheets, reducing manual effort and enhancing data accuracy.
Responsibilities: Integrate MindBody CRM data with Google Sheets. Automate data processing and analysis within Google Sheets. Develop scripts to generate and distribute reports. Implement monitoring and alert systems for data anomalies. Collaborate with our team to ensure the solution meets our operational needs. 2. Required Skills Google Sheets Expertise: Proficiency in advanced functions, pivot tables, and data visualization. Google Apps Script: Experience in scripting for automation within Google Sheets. Data Integration: Ability to connect external data sources (e.g., MindBody CRM) to Google Sheets. AI & Machine Learning: Knowledge of implementing AI-driven insights and trend analysis. Project Management: Strong organizational skills to manage the project timeline and deliverables. 3. Objectives Automate Data Extraction: Seamlessly import data from MindBody CRM into Google Sheets without manual intervention. Streamline Data Processing: Automate data cleaning, structuring, and analysis to produce actionable insights. Generate Automated Reports: Create and distribute structured reports to stakeholders on a scheduled basis. Implement Monitoring Systems: Set up alerts for significant data changes or anomalies to facilitate proactive management. 4. Current Data Flow a. Data Extraction: Source: MindBody CRM Method: Download a custom report as a CSV file. Data Includes: Client names, lead trainers, training dates, service types (e.g., one-to-one, semi-private, discovery package, buddy pass). b. Data Processing: Tool: Microsoft Excel Steps: Import CSV data into an Excel sheet. Use a pivot table to organize and clean the raw data. Apply filters to analyze: One-to-one session usage Semi-private session usage Lead trainer assignments c. Reporting Schedule: Monday Report:Review previous week and current week. Thursday Report:Review current week and upcoming week. Objective: Compare forecasted sessions to actual numbers; identify changes such as cancellations or new bookings. d. Action Planning: Process: Organize data by trainer. List each trainer's clients, categorized by session type (one-to-one or semi-private) and sorted alphabetically. Compare actual session numbers to "perfect week" projections. Assign status indicators: Pink: Client training above target frequency. Yellow: Client training below target frequency. Green: Client is on hold (e.g., vacation, work commitments).
Company Info WordPress Site Build Category: Elementor, HTML, PHP, SEO, Web Development, Web Design, Website Optimization, WordPress Budget: $30 - $250 USD
30 Aug 2025 10:03 GMT
Finance Shorts 3D Motion Graphic Professional AE Editor Category: 3D Animation, 3D Design, 3D Rendering, After Effects, Animation, Motion Graphics, Video Editing, Video Post Editing, Video Production, Video Services Budget: ₹1500 - ₹12500 INR
Shopify Store Development for Premium Brand Category: ECommerce, HTML, Payment Gateway Integration, Shopify, Shopify Development, Web Design, Web Development Budget: ₹12500 - ₹37500 INR
30 Aug 2025 09:56 GMT
Add Cost Lines to Proposals Category: Accounting, Business Analysis, Business Management, Financial Analysis, Financial Consulting, Proposal Writing, Tax Compliance, Tax Management Consulting Budget: $250 - $750 USD
30 Aug 2025 09:56 GMT
Hosting, Server & Domain Consultant Category: API Integration, Cloud, Cloud Computing, PHP, Server, System Admin, Web Development, Web Hosting, Web Design Budget: ₹1500 - ₹12500 INR
30 Aug 2025 09:54 GMT
SEO audit for a website and analysis Category: Internet Marketing, Link Building, Marketing, SEO, SEO Auditing, User Experience Research, Website Audit, Website Optimization Budget: £20 - £250 GBP
30 Aug 2025 09:51 GMT
Prabhat Vinnakota Category: Adobe Illustrator, Photoshop, Advertising, Branding, Content Creation, Creative Design, Digital Marketing, Graphic Design, Illustration, Social Media Marketing Budget: ₹750 - ₹1250 INR
Gen Z New App User Acquisition Category: Content Marketing, Digital Marketing, Facebook Marketing, Influencer Marketing, Instagram Marketing, Lead Generation, Mobile App Development, Social Media Marketing, Twitter, Viral Marketing Budget: ₹600 - ₹1500 INR
