See attached document for Overview
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). |
