Make.com Specialist for Credit Repair System Expansion

Senior [login to view URL] Automation Specialist Needed – Expansion of Existing Credit Repair Operating System Project Overview Poinsette Credit Solutions (PCS) has successfully completed Phase 1 of a proprietary Metro 2 compliance and consultation automation system. We are seeking an experienced [login to view URL] automation specialist to complete the remaining build requirements and deliver a fully operational, scalable system. This is NOT a new build. The foundation has already been developed and documented. Existing assets include [login to view URL] scenario exports (JSON files), architecture documentation, AI prompts, Google Sheets dashboards, testing procedures, and workflow explanations. The selected freelancer must be comfortable inheriting an existing project, reviewing existing documentation, and completing all remaining requirements outlined below. ⸻ Existing Functionality (Already Built) The following components have already been completed: Client Intake & Report Processing * [login to view URL] report acquisition workflow * Credit report upload process * ID and proof of address collection process * Google Drive document workflows * Credit report PDF ingestion and processing * Data extraction from reports * Data normalization and text aggregation Metro 2 Analysis Engine * Tradeline classification engine * Account categorization logic * Metro 2/FCRA compliance flag identification * Finding prioritization and organization AI Consultation Engine * AI-generated consultation summaries * AI-generated consultation talking points * Identification of primary factors affecting the client’s credit profile * Identification of immediate opportunities for improvement * Metro 2 compliance review summaries Dashboard & Reporting Outputs * Dashboard population and reporting outputs * Accounts Sheet population with findings and classifications * Processing summaries for consultation preparation Existing Technical Assets * [login to view URL] workflow documentation * Scenario JSON exports * Testing procedures * Architecture explanations * Existing AI prompts The current system enables PCS to process reports and prepare for structured Metro 2 consultations. ⸻ Scope of Work – Remaining Build Requirements The selected freelancer will complete all remaining development necessary to transform the existing system into a comprehensive client-facing and employee-operated operating system. ⸻ CRC Dispute Workflow Development The selected freelancer must review CRC’s capabilities and implement the dispute process using CRC as the operational platform. Responsibilities include: * Reviewing existing CRC functionality and workflows * Mapping Metro 2 findings to dispute categories * Building dispute reason libraries * Converting findings into actionable dispute recommendations * Creating logic to determine appropriate dispute language * Building and configuring dispute letter templates within CRC * Implementing dispute letter generation within CRC * Designing workflows for dispute management using CRC * Organizing dispute correspondence by client * Developing systems for tracking outgoing disputes * Developing systems for tracking bureau responses * Ensuring dispute workflows align with CRC’s capabilities and limitations * Creating SOP documentation for all CRC dispute processes * Providing employee training materials covering the CRC dispute process ⸻ Client Management & Operational Scaling The selected freelancer must expand PCS into a more comprehensive client management and operational system. Responsibilities include: CRM & Client Tracking * CRM integration and workflow design * Client lifecycle status tracking * Internal case management workflows * Consultation outcome tracking * Active client tracking * Dispute progression tracking * Milestone tracking throughout the client journey Client Communications * Automated follow-up workflows * Automated client communication workflows * Appointment-related communications * Status update communications * Ongoing client engagement workflows Operational Scaling * Dashboard enhancements for management visibility * Workflow recommendations supporting future growth * Monitoring workflow recommendations * Recommendations for future client portal implementation * Documentation supporting future team expansion ⸻ Employee Workflow Documentation Requirements The selected freelancer must create detailed Standard Operating Procedures (SOPs) and training materials explaining how employees will operate the system in daily business operations. The objective is to ensure new team members can successfully use the system with minimal supervision. ⸻ Processing Team SOPs Documentation must include: * How employees receive client reports and documentation * How employees organize uploaded reports * How employees initiate report processing * How employees verify successful processing completion * How employees identify processing failures * Troubleshooting procedures * Escalation procedures requiring management review ⸻ Consultation Team SOPs Documentation must include: * How employees access processed reports * How employees review dashboard findings * How employees interpret AI-generated consultation summaries * How employees utilize consultation talking points * How employees prepare for consultations * How employees document consultation outcomes * How employees update client statuses ⸻ CRC Dispute Team SOPs Documentation must include: * How employees review Metro 2 findings * How employees verify dispute recommendations * How employees generate disputes within CRC * How employees review dispute correspondence before submission * How employees organize outgoing disputes * How employees track bureau responses * How employees update client records throughout the dispute process * Troubleshooting procedures related to CRC dispute workflows ⸻ Client Management SOPs Documentation must include: * New client onboarding procedures * Client lifecycle management procedures * Status tracking procedures * Follow-up scheduling procedures * Documentation standards for client interactions * Internal communication procedures * Escalation procedures for unusual situations ⸻ Required Skills Applicants must demonstrate experience with: * Advanced [login to view URL] development * Modifying and expanding existing [login to view URL] scenarios * Google Sheets automation * Google Drive integrations * AI integrations (Claude, OpenAI, or similar) * Complex workflow design * Business process automation * SOP development * Technical documentation creation * System handoff preparation ⸻ Preferred Qualifications Preference will be given to applicants with experience in: * Credit repair businesses * Metro 2 reporting concepts * FCRA-related workflows * CRC platform experience * Financial services automations * CRM implementation projects * Client portal implementation projects ⸻ Required Deliverables Technical Deliverables * Updated [login to view URL] scenario exports (.json) * Workflow diagrams * System architecture maps * Documentation of all integrations * Documentation of all AI prompts used * Testing instructions * Quality assurance procedures * Implementation notes for future developers ⸻ Operational Deliverables * Written SOP documentation * Employee training manuals * Role-specific instructions * Troubleshooting guides * Escalation procedures * Operational workflow diagrams ⸻ Training Deliverables * Screen-recorded walkthrough videos * Demonstrations of each workflow * Employee onboarding materials * Training sufficient for a new employee to perform assigned responsibilities independently ⸻ Final Handoff Deliverables * Complete system documentation package * Final [login to view URL] exports * Updated workflow diagrams * Final walkthrough videos * Confirmation that all functionality has been tested * Documentation sufficient for future developers to continue development without starting over * Documentation sufficient for employees to operate the system without ongoing developer support ⸻ Important This is a continuation and expansion of an existing system, not a project being built from scratch. Applicants must be comfortable inheriting an existing project and continuing development using previously documented workflows. Access to the current system documentation, JSON exports, prompts, testing materials, and architecture diagrams will be provided during onboarding. The selected freelancer will be responsible for delivering all remaining requirements outlined above as part of a single project engagement, including development, documentation, training materials, testing procedures, and final system handoff. Please begin your proposal with the phrase: “I understand this is an expansion project, not a new build.” This requirement helps identify applicants who have carefully reviewed the project scope.

Project ID: 40507923