Description
Summary Hourly: $15/hr. Start: Immediately. Hours: 2–5 hrs/week to start, more if it's a fit. About us I'm the founder & CEO of a boutique real estate advisory firm. My days are back-to-back Zoom/Teams calls with family offices, institutional investors, and developers. We already run our business on Claude (company account) connected to our stack: Attio CRM, Outlook, Slack, Notion, Dropbox, Krisp (call recordings/transcripts), and QuickBooks. What we're doing with Claude today We have automated morning digests pulling from email, calendar, CRM, and Slack. We turn call transcripts into CRM records, follow-ups, and contact lists. We keep saved master prompts in Notion (e.g., an investor deck builder), and we're prototyping a tool that matches investor profiles to deal flow from intake-call transcripts. I use it daily, but I know I'm only scratching the surface. I need someone to train me to get more out of it. What you'll do You'll run 1:1 screen-share sessions (Zoom) teaching me better prompting, workflows, and automation inside Claude. You'll review how I currently use Claude and identify quick wins, help refine our prompts, set up skills and connectors, build repeatable workflows around meetings, CRM, and investor materials, and leave me with simple written playbooks I can reuse. You should have Deep hands-on experience with Claude (Projects, connectors/MCP; Claude Cowork a big plus). The ability to teach a busy non-technical executive — patient, practical, no jargon. Experience with CRMs and business workflows (Attio, Notion, Outlook a plus). Fluent English and availability for live calls during US Central business hours. To apply Send a short note (no cover-letter boilerplate) with: (1) one example of a Claude workflow you built for a business, and (2) your availability this week for a 15-minute intro call. First week is a paid trial; ongoing hours if it works.