Sobre

[Job Summary] I am a busy executive and investor working across real estate development, venture capital, and e-commerce. My digital infrastructure (contacts, emails, files) has become fragmented and inefficient. I am looking for a top-tier Digital Organizer or Productivity Consultant to partner with me to clean up, consolidate, and build a sustainable system for my contact management. The goal is to create a "single source of truth" that syncs flawlessly across all devices and prepares me to implement a new CRM (Streak). This is not a data entry task; it is a strategic project that requires a systems-thinking approach. Crucial Requirement for All Applicants: This is a highly collaborative, strategic project. The chosen candidate must have a proven track record of working with U.S.-based clients and must be available for meetings during U.S. Eastern Time business hours (e.g., 9 AM - 5 PM EDT). Flawless written and spoken English is essential. [The Current Situation] Fragmented Data: My contacts are currently scattered and duplicated across 3-5 separate Google Workspace accounts and my iPhone. Inconsistent Information: There is no standardized format for names, companies, or notes. No Central Hub: I lack a "single source of truth," which makes finding information and managing relationships difficult. Broken Syncing: Syncing between my phone and various Google accounts is unreliable. No Process: There is no defined process for adding, tagging, or updating new contacts, which perpetuates the chaos. [Project Goals & Scope of Work] The project will be completed in four phases: Phase 1: Audit & Strategy Conduct a full audit of all current contact sources (Google Accounts, iPhone, etc.). Collaborate with me to design a new, unified contact management strategy, including a logical tagging and grouping system (e.g., Investor, Broker, Partner, etc.). Establish one primary Google Account as the "single source of truth" for all contact data. Phase 2: Data Consolidation & Cleanup Export all contacts from their various sources. Utilize professional de-duplication and cleaning tools to merge duplicate entries, correct formatting errors, and purge outdated information. Prepare and import one clean, master contact list into the designated primary Google Account. Phase 3: System Implementation & Syncing Establish a robust, two-way sync between the primary Google Contacts and my iPhone, ensuring 100% reliability. Ensure the new contact system is perfectly integrated within my primary Gmail environment. Provide guidance on how this new, clean contact database will interact with Streak CRM. Phase 4: Training & Documentation Create a simple, one-page document outlining the new process for adding and managing contacts to ensure the system stays clean. Conduct a brief training session with me to walk through the new workflow and answer any questions. [Required Skills] Google Workspace Contact Management Productivity Consulting Data Cleansing iOS Streak Management Consulting Workflow Automation Executive Support Zapier [How to Apply] To ensure you have read this post in its entirety, please start your proposal with the word "System". In your proposal, please: Briefly describe a similar project you've completed and the results you achieved for your client. Outline the general approach and tools you would use for the consolidation and cleanup phase. Provide your hourly rate and an estimated number of hours you believe this project will take. I look forward to finding a great partner for this crucial project.