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).
Elegant Logo for Form Theory Category: Adobe Illustrator, Photoshop, Branding, Creative Design, Graphic Design, Illustration, Logo Design Budget: $10 - $30 USD
Prezentări Canva Modern Minimalist Category: Adobe Creative Cloud, Adobe Illustrator, Canva, Graphic Design, Logo Design, Photoshop, Visual Design, Web Design Budget: $250 - $750 USD
01-Feb-2026 17:00 GMT
Spécialiste Contenu Digital, Génération de Leads Category: Article Writing, Blog Writing, Content Marketing, Content Writing, Internet Marketing, Lead Generation, SEO, Social Media Marketing Budget: €750 - €1500 EUR
Snapchat Spotlight Awareness Manager -- 2 Category: Analytics, Content Creation, Content Strategy, Digital Marketing, Social Media Management, Social Media Marketing, Video Editing, Video Production Budget: $30 - $250 USD
01-Feb-2026 16:56 GMT
APA Article on 2026 Financial Discipline Category: Academic Writing, Article Writing, Business Analysis, Business Writing, Content Writing, Financial Analysis, Research, Research Writing Budget: $30 - $250 USD
01-Feb-2026 16:55 GMT
Manual Data Entry & Verification Category: Data Analysis, Data Entry, Data Management, Data Processing, Excel, Excel Macros, Excel VBA, Microsoft Office Budget: $2 - $8 USD
