Bpo projects without upfront direct client 2018 jobs

...experience with coffee roasting or coffee plant/flower themed installations. - Crafting a cozy space: The pivotal aim is to design a cozy and intimate environment without compromising the sophistication of the art exhibits. - Maximizing space: The chosen freelancer needs to work within the confines of 1800 square feet without sacrificing the aesthetic experience. Expertise in space-saving solutions and maximizing functionalities will be beneficial. The ideal freelancer would be creative, experienced in using digital mediums effectively, and possesses a strong sense of space utilization. A background in cafe design or similar projects would be a major plus. Please include relevant portfolio links in your application....

I require the expertise of a proficient Odoo ERP freelancer to assist in migrating data from an old system to a new one. Key Requirements: - Expertise with Odoo version 15. Familiarity with the ins and outs of this system version is crucial to successfully migrate the data without loss or corruption. - Extensive experience is paramount. I'm eager to hear about the similar data migration projects you've handled in the past and the results you've achieved. - A deep understanding of the Accounting module which the data is primarily focused on. Ensure you are adept at dealing with figures, financial data, balance sheets and other financial reports. Best suited freelancers would be detail-oriented, meticulous, and possess a proven track record of handling simil...

I'm looking for a freelancer to create two custom monthly payslips based on an annual salary of $105,000. The payslips will be for April & May shou...for a freelancer to create two custom monthly payslips based on an annual salary of $105,000. The payslips will be for April & May should be professional, simple and include the following details: - Employee's name and address - Employer's name and address - Date of payment - ABN (Australian Business Number) - Year-to-date (YTD) earnings The required format is a simple and professional design without any need for color or excessive creativity. Ideal Skills and Experience: - Experience in creating payslips or financial documents - Understanding of Australian payroll standards and regulations - Ability to deli...

We are seeking a skilled freelancer to assist in the development of a chat application. The project is divided into multiple stages, each focusing on different aspects of the application development. The stages include Login and Signup UI for clients and client UI(home) all clients connected on server will appear on it and each client status and client can message any other on server and send texts and emojis and voice calls to him and all chats stored on database and button for show user id and change username and password if he want and upload and delete image and i want UI for server to send broadcast messages or notifications to all clients on server Ideal Skills and Experience: • Proficient in Java • Prior experience in developing chatting systems &b...

...AI, sending me always both versions. - Experience with Scribehow or similar documentation tools is a plus. Compensation: This is an hourly paid position at $2-$5 per hour. We will start with a 8-hour test period. If the work is satisfactory, this can extend up to 30-40 hours per week. Application Instructions: To apply, please send your proposal with the subject line “DOCUSOP”. Applications without this subject line will not be considered. Additionally, please confirm that you are comfortable with the hourly rate and the requirement to provide screenshots of your work sessions for transparency. Using AI tools to assist in your work is encouraged to improve efficiency and accuracy. Additional Requirements: Please set up a Trello account for task management and a ...

i need the location tracking mobile app in flutter for the my traccar server with the available and not available fetures 1)i have traccr client android app need to convert in the flutter or create fresh 2)add fetures screen to driver can on /off there location 3)profile screen 4)login screen 5)setting screen i need imediate the devloper who is start the work also this need to upload in ios and the location is sharin in background so need to approved

The project is a search for a Huawei P30 Pro with 128GB of storage. The client has skipped some questions, but it is important to note that the client is looking for a specific phone model with certain specifications. Key Requirements: - Huawei P30 Pro - 128GB Storage - Other features are unspecified Ideal freelancer for this project should have an understanding of the smartphone market and be able to source this specific model. A background in sales, or experience with sourcing specific electronic devices would be beneficial. Communication skills are important for clarifying any missing details with the client.

...project is to set up a local network that ensures a seamless connection among the devices for file sharing purpose. - Secure File Sharing: The network should be configured in a way that file sharing is secure and only accessible to the authorized devices. - Minimal Device Connectivity: As the network is intended for a small group of less than 10 devices, the setup should be simple and efficient without compromising security. Ideal Skills: - Networking Expertise: A deep understanding of LAN setups and configurations is crucial. - File Sharing Knowledge: Experience in setting up networks for efficient and secure file sharing. - Security Awareness: The ability to ensure the network is set up securely and in a way that minimizes the risk of unauthorized access. - Efficiency in Small...

I'm searching for a professional who is proficient in SQL coding specifically for MySQL database design. PowerShell scripting or similar would also be beneficial. This is a basic level project taking existing Local gover...Please only bid if you can offer solutions according to the basic complexity level specified. This initial project will just be designing a procedure to easily import traffic count text files into SMSS via stored procedures, a PowerShell script or any process compatible with SQL. Full automation is preferred however if the client needs to conduct some small steps this will be fine This will be an ongoing project working through a GIS consultant for a local government client therefore once appointed the successful programmer will be given tasks on a...

I'm looking for an experienced agronomist to optimize my large pasture hay operation, which is over 50 acres. Responsibilities will include: • Performing soil analysis • Managing crops effectively • Implementing pest control A deep understanding of pasture hay is critical. Experience in dealing with large-scale operations would be beneficial. Your insights will have a direct impact on the productivity and success of my farm. Will require detailed schedule of activities and equipment required to optimise land production. Near Maldon Victoria.

I'm looking to build a business account on Face...Facebook and Instagram. The central aim is to drive conversions and sales via these platforms. • Expertise Required: - Social Media Management - Facebook and Instagram Ads Management - Digital Marketing Strategy • Work Description: - Setup business profiles on both platforms. - Develop and integrate a catalog of my physical products. - Link the catalog to the respective platforms for direct sales. Ideally, the freelancer should have a strong background in sales conversion strategies using social media platforms, and experience with product catalog creation and integration. This project requires precise, effective work to ensure the full sales potential of my physical products is harnessed through Fa...

Our Company Trans-Continental Textile Recycling Ltd. is a textile recycling company established in 1990, with 34 years of growth. We are based in Surrey BC with an operation in Calgary. We recycle textiles from the whole of Western Canada and ship finished product around the world. The recycled textiles are collected from our Big Mouth Donation bins. We are an environmentally green company without the greenwash. Job Description Trans-Continental Textile Recycling Ltd. is looking for a creative graphic designer to design decals for our donation bins placed all around the lower mainland and in Calgary. The ideal candidate must have a minimum of 3 years of experience with either Sign Shop and/or Print Shop and Adobe Illustrator. Knowledge of how to use a Roland TrueVIS VG540 would b...

As we're working with Salesforce Enterprise edition, I'm in need of a seasoned Salesforce developer who can step in and assist with various aspects of my current project. This project involves a high level of complexity, including advanced custo... Ideal Skills and Experience: - Proven experience working with Salesforce Enterprise edition - Strong understanding of Salesforce customisation, including the creation of custom objects and fields - Extensive experience with workflow automation within Salesforce - A track record of successfully integrating Salesforce with other systems, particularly in complex, multi-system environments As a client, I value hard work, ethics, and punctuality. I expect the freelancer to exhibit these qualities in their work and communication thr...

I am looking for a skilled assistant to help create detailed Standard Operating Procedure (SOP) documentation from various sources, including videos, courses, summaries, structures, existing SOPs, and other materi...instructions. - Familiarity with SOP standards and best practices. - Proficiency English and can translate documentation to Finnish using AI, sending me always both versions. - Experience with Scribehow or similar documentation tools is a plus. Compensation: - This is an hourly paid position. Application Instructions: To apply, please send your proposal with the subject line “DOCUSOP”. Applications without this subject line will not be considered. I look forward to receiving your proposals and working with a professional who can help streamline our proce...

I'm seeking a savvy individual to assist me with two key areas of my Primerica business - prospecting for new clients and assembling a dynamic team of recruits. Your role would be to innovate fresh strategies that complement my existing methods of attending networking events, cold c...traditional approaches. Applications should include details of past work in similar roles. Evidence of an innovative approach and achieving significant growth for previous clients will be considered favorably. Experience in the finance and insurance sector would be a plus. Possible tasks may include: - Developing creative prospecting strategies - Building a strong team of recruits - Innovating current client acquisition methods Drive results, and earn my trust to take my Primerica business to ...

I'm in need of a skilled SEO specialist with a strong Next JS development background to help me address a specific issue ...familiar with the best practices for Next JS websites. - Strong Next JS Development Skills: Since the issue is specifically related to a Next JS site, you need to have a solid understanding of Next JS and be able to make the necessary adjustments in the code to resolve the error. - Proactive: I'm looking for someone who can quickly identify the problem and implement an effective solution without compromising other aspects of the website. - Communicative: Excellent communication skills are crucial, as I'd like to understand the technical details of the issue and how it's being addressed. I'm also open to ongoing SEO advice to improve m...

I'm seeking a skilled web developer to create a responsive classified ad website with a blog section. Integration of the Stripe payment proce...skills for this job include proficiency in web development, e-commerce integration, blog setup, SEO, and an eye for minimalist design. Your ability to understand and implement a seamless user experience will be crucial to the success of this project. I need to see examples of the style of website you have done before. There should be spaces for ad placement on the website. There will be no upfront payment, so please don't ask. I will not entertain doing this project outside this platform or this project. If anyone tries, they will be ignored and dismissed. This project will not start until the selected provider accepts the p...

I'm in need of a digital marketer who can assist with content creation and promotion, as well as SEO optimization. Our primary goal is to solve task given Key Responsibilities: -Follow task description (will be provided - instructions + examples + a lot of details...- instructions + examples + a lot of details) - high quality references - attention to detail (NO AI CONTENT) Ideal Candidate: - Proven experience in content marketing and SEO. - Proficient in tools like Google Analytics, SEMrush, and Ahrefs. - Strong understanding of various content types and how they affect SEO. - Creative mindset with the ability to generate fresh, compelling ideas. The client skipped the question regarding their target audience. Please consider proposing a strategy that can cater to a bro...

I'm looking for a skilled WooCommerce developer with expertise in PHP and shipping API integration to help me implement a shipment tracking feature for my online store. Ideal skills and experience would include: - Strong proficiency in PHP and WooCommerce - Extens...woocommerce site with a tracking number/service/url for an order. That's all. I have the key and secret strings but I assume you don't need those as you would have already done thi before and pretty much know exactly what I need. I will be inserting this code within PHP where by I will pass over the necessary variables. This updated tracking number will in turn trigger the shipment email to the client sending them the tracking number. Please also quote as your total pitch for the job, I will not negotiat...

As a client, I'm in need of a few highly skilled pentesters or red teamers to demonstrate that administrative level access can be gain on hardened targets. Key Requirements: - The primary goal of this project is to discover any potential weaknesses in the security of the network environment and gaps in the cybersecurity infrastructure's configuration. - We need to show the SOC how their security products can be bypassed. Ideal Skills and Experience: - Proven experience in network and server penetration testing and/or red teaming. - Solid understanding of common security vulnerabilities and how they can be exploited. - Strong problem-solving skills and the ability to think like a cyber attacker. - Proficiency in using various pentesting tools and frameworks (metasploi...

Italian Recording Project We have a project, that needs Native Italian speakers, we will give you the text, and you need to record 89 short sentences. you just need to download our software, to read our text and record it, it's a very easy job. 1. You will need to record in a quiet place without loud background noise. and without an echo. 2. Each person Price is 5$ for 89 short sentences record. 4. The project will take about 10-15 mins only. If you are interested please let me know sure. I will contact u. A Good Opportunity For New Freelancers For taking 5 Star Review after their completion of the project. Thanks :

I need an Android or PC based application for creating quotations, generating invoices, and tax receipts. It should support offline functionality, with essential features available without an internet connection. Key Features: - Creating Quotations: The app should allow users to create comprehensive and customizable quotations, including options to choose profile, colour, glass, mosquito netting, etc. - Generating Invoices: Users should be able to conveniently generate invoices based on the created quotations. - Generating Tax Receipts: The app should also support the generation of tax receipts. Additional Requirements: - Save as PDF: The ability to save these documents in a PDF format is essential. - Customer Data: The app should maintain a database of customer information. - Ed...

I'm in need of a competent and creative ebook designer who can format my short fiction ebook. Key Requirements: - The ebook must adhere to a classic formatting style - As it's a work of fiction, the design should compliment the narrative without being overly complex I have a very tight deadline so we'll need to move quickly. I only need the internal design, so I'm not looking for cover design. It's a short ebook intended for Amazon and Kindle, so experience in formatting for these platforms would be a plus. I look forward to finding a freelancer who can bring my story to life in a visually appealing way.

I'm looking for an experienced Shopify developer to help me make a quite smilar a product page. like this Specifically, I'd like this new page to be built using 'Pag...and details are accurately transferred to the new page. - 'Pagefly' Experience: Proficiency in using 'Pagefly' or similar tools is a must. This will ensure that the modifications to the design and layout can be achieved without compromising the overall quality of the page. The ideal candidate for this project would be a Shopify developer with prior experience with 'Pagefly'. Experience in improving the formatting and layout of product descriptions would be a plus, although not mandatory. Please share examples of your prior work, particularly if they involve similar p...

I've been experiencing a ModSecurity error 403 when trying to publish a new product on my WooCommerce store. This problem is specific to this server, a dedicated one, and only happens when trying to add a new product. The problem seems to be related to the firewall rules triggered by the specific action of adding a new product. This needs to be resolved so I can continue to add new products without this error. I need a professional who has experience working with WooCommerce and server setups, particularly dedicated servers and firewall configurations. Familiarity with ModSecurity is essential. The ideal candidate should be able to: - Diagnose the exact cause of this ModSecurity error in the context of adding new products - Ensure that all other security measures remain inta...

I'm looking for an intermediate Online Reputation Management Assistan...Reporting: The candidate should be able to provide detailed reports on the progress and outcomes of the online reputation management efforts. - Video Calls: Communication will be done primarily through video calls. Expectations: - Improve overall online reputation: The primary goal of the project is to enhance our overall online reputation. - Work on Client Projects: You'll be expected to handle online reputation management for our various projects. - Agree to Confidentiality: As part of the job, you'll need to agree to a confidentiality clause. I'm seeking someone with intermediate experience in online reputation management. Please apply if you're well-versed in these ...

I'm seeking a talented designer to create an enamel lapel pin. The design should incorporate the logo of our convention. Here are further specifics about the project: - Materials: The lape...lapel pin must incorporate the text "Live Free or Die". "New Hampshire" and "Knights of Columbus" should also be visible, along with a Gold Cross symbol. Using your creativity, incorporate these elements seamlessly into your design. The ideal freelancer for this job would have experience in enamel pin design, a keen eye for detail, understanding of color dynamics, and excellent interpretation of client specifications. Previous work done on enamel lapel pins would be a bonus. Layered design files would be required upon completion. Please submit your bids and l...

I know wh...think this should give you a somewhat decent idea. Affiliates can sign up from CF Website or by invitation. (email) Affiliates have portal they can see activity  Post Training Materials  Marketing Materials  Post messages to “group.” CF has ability to send group emails to all affiliates CF has ability to Block/Remove Affiliates Links they use for sales generation tracks which Plan Package their client signed up for. Affiliate receives a commish based on:  Sale with Demo but no Training provided by Affiliate  Sale with Demo and no Training  No Demo, No Training Lead only Ability to create Sales reports for each Affiliate so that CF can issue Commish checks We may want to have ability to customize commissions for Affiliates.

I'm in need of a data entry Freelancer who can handle My tasks without specific details. effectively. I have a few files that need to be copied and pasted. While I haven't specified the type of files, the volume is manageable. Let me know your availability and your experience in handling similar projects.

I have a logo in JPEG format that I need to be converted to a vector format without any color adjustments or design modifications. I require the final files to be delivered in SVG and EPS formats. Key Requirements: - Convert JPEG logo to vector format - No color adjustments or design modifications - Deliver final files in SVG and EPS formats Ideal Skills: - Proficiency in Adobe Illustrator - Experience with logo vectorization - Familiarity with SVG and EPS file formats

...the extension for browser automation tasks. It should be able to perform repetitive actions on a webpage without manual intervention. Communication: I prefer to manage communication with the selected freelancer through the messaging feature available on Freelancer.com. Ideal Candidate: The ideal candidate for this project should have a proven track record in developing Chrome extensions, particularly those involving web scraping and data extraction. Experience in browser automation is a plus. I am looking for someone who can demonstrate their expertise through their past work. Your application should primarily focus on your past work in Chrome extension development and related projects. I am not looking for detailed project proposals; I am interested in seeing the pra...

Spain Spanish Recording Project We have a project, that needs Native Spain Spanish speakers, we will give you the text, and you need to record 90 short sentences. you just need to open the platform link, to read our text and record it, it's a very easy job. 1. You will need to record in a quiet place without loud background noise. and without an echo. 2. Each person Price is 5$ for 90 short sentences record. If you are interested please let me know sure. I will contact u. A Good Opportunity For New Freelancers For taking 5 Star Review after their completion of the project. Thanks :

I'm in need of a WordPress developer who can adjust a template kit in Elementor Pro to create a business website. We'll need to change the colors and content around as per request of the client. There will be about 9 unique pages. Some templates will repeat to form around 15 total pages. Functionality is very basic. Only thing that needs to be added is a live chat plugin. I will share more specific details via chat.

Russian Recording Project We have a project, that needs Native Russian speakers, we will give you the text, and you need to record 626 Short sentences. you just need to download our software, to read our text and record it, it's a very easy job. 1. You will need to record in a quiet place without loud background noise. and without echo. 2. Each person is $13 dollar for 626 sentences record. If you are interested please let me know sure.I will contact u. A Good Opportunity For New Freelancers For taking 5 Star Review after their completion of the project. Thanks :

...results. So, you can easily earn $750 weekly if you provide quality appointments. --- We are looking for a long-term partnership. We have demand for multiple locations in the US, Canada, and Australia. --- You need to have your own dialer and leads (We have ppl working with us using Google Maps and --- Qualification criteria --- A business with the REAL possibility of becoming our client: NOT pushing appointments, NOT people just looking to compare prices, NOT people happy with their current services. They need to provide a reason on the call why they want the appointment, for example: "I'm not satisfied with my current company." "I'm doing the cleaning in-house, but I would like to outsource." "We are moving offices or returning from home...

Russian Recording Project Note : We need Freelancers for long term project. We have a project, that needs Native Russian speakers, we will give you the text, and you need to record 626 Short sentences. you just need to download our software, to read our text and record it, it's a very easy job. 1. You will need to record in a quiet place without loud background noise. and without echo. 2. Each person is $13 dollar for 626 sentences record. If you are interested please let me know sure.I will contact u. A Good Opportunity For New Freelancers For taking 5 Star Review after their completion of the project. Thanks :

I'm looking for a freelancer who can take the annual billing data from my personal business and create a professional, neat invoice from it. Key Details: - Final Format: The final invoice should be in PDF format. - Summary: I'd like the invoice to include a summary of the total income generated over the year. The summary should be kept simple and straightforward with a total sum, without the need for categorization or a monthly breakdown. Ideal Skills: - Strong attention to detail: The invoice should be well laid out and error-free. - Graphic Design: Experience in adding logos and making documents look professional is a plus. - Familiarity with accounting and invoicing: Some knowledge of these areas will be beneficial for understanding the context and importance of th...

I need an academic writer to paraphrase a scientific paper in an academic writing style. The paraphrased version should be comprehensive, including expanded explanations of the original work's key points and findings. Key requirements: - Writing style: Academic - Level of detail: to reduce the percentage of plagiarism under 15 without changing the sentence's meaning. - Citation format: Not required Ideal skills and experience for the job: - Prior experience in academic writing, especially in the scientific field - Strong paraphrasing skills - Ability to explain complex ideas in a clear and concise manner - Attention to detail in preserving the original paper's key points and findings - Familiarity with scientific terminology - Time management skills to meet deadlin...

Hi KESHAV INFOTECH, I need your help. In 2017 we did a wordpress site for a client of mine, abgastronomia. they had a problem with their hosting company, and lost the site!! by any chance, do you guys still have a copy of it? thanks

...user experience. Your expertise in this area is crucial. - **Site Navigation Enhancement**: The current navigation is not as intuitive as we'd like. We need someone who can revamp it to make it more user-friendly. - **Visual Design Overhaul**: Our current design is outdated and doesn't reflect the modernity we wish to convey. We need a designer who can give the site a fresh, contemporary look without losing the essence of our brand. A significant part of this redesign is ensuring that the new design is mobile-friendly. Our users often access the site via mobile, so it's crucial that the site is responsive and functions seamlessly across different devices. Ideal candidates should have: - Proven experience in web design and specifically in user experience improveme...

I'm seeking an experienced developer to build an Airbnb like with a user-friendly interface across web, iOS, and Android platforms. Share you existing airbnb website client portfolio to move further Key features should include: - User Registration and Login: Implement social media login integration to allow users to sign up or log in using their social media accounts swiftly. Additionally, introduce a traditional signup/login method using email verification and a username-password combination. - Property Listing and Search: Create a feature that allows users to list their properties easily and ensure an efficient, high-quality search function for property seekers. - Booking and Payment System: We must have a seamless, secure booking and payment system for users to reserv...

I need the audio fixed in this short video. Please not robotic AI fix. This is a short real estate video I filmed for a client and there is heavy background rumbling as well as reverb (the inside echo) I have tried using the AI functions in Premiere Pro, but I believe this needs further work from someone who works in audio and not just AI and basic editing tools. I need this done asap!

I would like to have a logo created for my company. Also, a corresponding business card. The company is called IMBERA. The company offers services in client advisory for building owners, interim management, consulting, project management, and budgeting. The logo should appear professional, as my clients will be municipal administrations, cantonal administrations, and foundations. It should have recognition value like my abbreviation (see attached image), but it doesn't have to. I am a civil engineer and prefer a clean structure. This should also be reflected in the logo. Looking forward to your ideas! Gerne möchte ich ein Logo für meine Firma erstellen lassen. Auch entsprechend eine Visitenkarte. Die Firma heisst IMBERA. Die Firma bietet Dienstleistungen in Bauhe...

I'm in need of a SOCKS Proxy server as my ISP has closed port 25, which is essential for email services. Key requirements: - Set up a SOCKS Proxy server: The server's primary function will be to support email services. - Implementation: The server should be configured to support my email client. - Security: Ensure the server is secure and reliable. Ideal skills and experience: - Proficient in setting up SOCKS proxies. - Expertise in configuring services for email clients. - Knowledge of network security standards. The project might involve more tasks depending on the specific needs of the proxy server.

...business strategy consultancy services - Build and maintain strong client relationships, fostering trust and driving long-term business - Negotiate and close deals, ensuring mutually beneficial outcomes - Represent our consultancy platform at relevant industry events and networking functions Ideal Candidate: - Proven track record in sales, ideally within consultancy or a related field - Strong understanding of business strategy and its application to startups - Excellent communication and negotiation skills - Self-motivated and able to work independently - In-depth knowledge of the startup ecosystem and a strong network within this space This role is commission-based and offers a lucrative opportunity to earn based on successful client acquisition. If you're passion...

...codecanyon projects. Indian, Pak, Bangla, Nepal, Nigeria devs are welcome. This project is not for teams and agents. Only for individual devs with average to good skills. Pay is according to working for a dev team, and not according to end client budgets, we know it, so bid only if you are okay working on below terms as it is same for all of us, all team members. Use our projects to monetise your extra 4 hours a day, which were otherwise not making you anything. Work includes : 1. rebranding projects 2. upgrading dependecies to latest (which will again be useful in future projects done on same script) 3. smoothen flow and bug fixes to ensure all functions work perfectly (usually required in first project done on a particular script, which will ag...

I am looking for a professional designer who can help me transform my outdated brochure design into a fresh, modern digital format. Requirements: - I already have some specific ideas in mind for the new design. It's important for you to be able to take these ideas and transform them into a visually appealing, modern design. - The final...a digital format, suitable for online viewing and possibly for email distribution. - Creativity is key. While I have some guidelines, I'm also looking for a designer who can take these guidelines and inject them with their own creative flair. Ideal Skills: - Strong design skills - Experience with brochure design - Proficiency in digital design tools and software - Ability to work with specific client guidelines while also bringing in fr...

I am looking for only Indians. I'm in need of a skilled writer for two key tasks: a business report and a blog post. Please note that some details were omitted by the client, so you may need to clarify them as you work. For the business report, I'll provide you with data regarding our company's financial performance, market trends, and growth opportunities. Your job will be to analyze this information and present it in a clear, concise, and insightful manner. This will help us make informed decisions in the future. The blog post's topic was not specified, so I'll need you to come up with a relevant, engaging theme. The target audience is also not clearly defined, so the content should be versatile and appeal to a broad range of readers. The ideal cand...

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... Reviewing the Advice Documents that we have written to make sure they meet the client’s (Financial Planner) work request and are compliant with Australian Financial Planning legislation. The Process essentially works like this: 1. To clarify, our clients are Financial Planners around Australia. The Financial Planner will meets with their client and collect all the information on the client. This can be spread over numerous documents, including Client Fact Finds, Questionnaire, Bank Statements, Super/Pension/Investment Statements, Insurance Reports, etc, and can be provided in PDF, Word, Excel, and scanned documents. b. Once they have collected all the information, and have clarified the client's goals and objectives they will then construct a broad ou...