CrmJobs

...opgave er i sin natur noget, der skal laves ordentligt én gang, og derfor vil jeg hellere betale for kvalitet end for et abonnement. Opgaven omfatter bl.a.: Komplet opsætning eller optimering af Klaviyo-konto Implementering af alle essentielle flows (welcome flow, abandoned cart, browse abandonment, winback m.fl.) Opsætning af segmenter og målgrupper Sikring af korrekt integration med webshop/CRM Opsætning af templates og visuel e-mailstruktur Best practice-opsætning af tracking, analytics og permissions En kort gennemgang med mig efter opsætning, så jeg let kan arbejde videre med kampagner Jeg søger en freelancer som: Kender til Klaviyo Kan vise tidligere opsætninger / cases Arbejder dedikeret og detaljere...

Vi leder efter en der kan hjælpe os med at lave forskellige monday boards og vedligeholde de boards vi allerede har. Nyt - Tidsregistrering på kunder vedligehold - CRM

Hi I need a reliable assistant/secretary to cut and paste data from websites into new contacts in Hubspot. You will get a list of links to companies like this one Your task is to extract the data and enter them into Hubspot. I am not sure how long it will take, so let's do it on an hourly basis. Please state your fee per hour. Please also write if you have experience with Hubspot. You will need a fast and stable internet connection. I look forward to working with you! Take care Erik

i have php crm i want to update

Experto en Vtiger para mantencion y desarrollo de CRM

CRM programmer

Hej, Jeg søger efter en udvikler som har erfaring med at arbejde med webservices. Denne app skal forbinde til Microsoft CRM web api: og så skal den bruge Google Maps API: Den vil hente data ned fra CRM som så vil blive vist på Google Maps, den vil bruge funktioner som 'Distance and travel time' fra google og også vise destination og ruten på kortet. Dette er overordnet beskrivelse, flere detaljer vil blive givet når vi har en samtale. Du må gerne beskrive hvor meget erfaring du har med web service og hvilke webservice du har arbejdet med.

Jeg skal bruge 4 til 6 mødebookere/sælgere til mødebookning og evt. salg af webløsninger. Du får telefonlister og adgang til webbaseret crm system. Du kan arbejde hjemmefra og/eller fra vores kontor i Glostrup. Ring eller skriv til mig så finder vi ud af detaljerne.

Vtiger crm

HTML /CRM programming xxxxxxxxxxxxxxxxxxxxxxxxx xxxxxxxxxxxxxxxxxxxxxxxxx xxxxxxxxxxxxxxxxxxxxxxxxxxxx

I need a reliable virtual assistant to stay on top of my sales inbox. Your main responsibility will be responding to emails that come in after initial outreach, crafting friendly yet persuasive ...Turnaround time matters. During business hours I expect priority emails to be answered within the hour and all others by end of day. I’ll handle any technical questions myself—simply flag them for me. Everything else, especially scheduling demos or additional calls, can wait; the focus here is pure email follow-up and thank-you messages. If you have experience with Gmail or Outlook shared inboxes, basic CRM tagging, and know how to write concise, engaging copy, you’ll fit right in. Let me know your availability and a brief example of a short thank-you email you’ve ...

...fresh, accurate, and relevant to the solutions we sell. I welcome any blend of LinkedIn prospecting, web scraping, data enrichment, or database tools such as , ZoomInfo, Hunter, or similar—your approach just has to deliver clean, decision-maker contacts. Cold lists or old data won’t work for me; each record has to be recently verified and ready for outreach. Deliverables (spreadsheet or CRM import-ready file): • Company name, website, and physical address • Contact’s full name, title, direct email, and phone (where available) • Location tag for quick regional filtering • Source link or note on how you verified the data • Bounce rate under 5 % on email verification Please outline your proposed methodology, sample size you can p...

...prospects, hold a natural conversation, qualify interest, and pass every promising contact straight into my CRM. The agent must: • sound human and handle common objections in real time • record, transcribe, and store every call • schedule callbacks or meetings on my calendar • respect local calling regulations (TCPA, GDPR where applicable) I’m comfortable with Twilio Voice, Dialogflow, ElevenLabs, GPT-4, or any similar stack—as long as call quality and scalability stay top-tier. Show me a short architecture outline, the tools you plan to use, and links to past voice-AI projects so I can gauge fit quickly. Deliverables • Fully deployed phone agent reachable via a dedicated number • Real-time CRM or Zapier integration for lead h...

I run a newly launched real-estate brokerage in Dubai and now need a proven digital marketer to build and scale a predictable buyer-lead engine. The in-house sales and CRM infrastructure are ready; what’s missing is a data-driven acquisition funnel that complies with UAE advertising guidelines and grows sustainably month after month. Right now I want to double down on TikTok—creative short-form videos, TikTok Ads Manager, pixel tracking, look-alike audiences, the works—because it has shown early traction for our market. If you can later justify layering in Google, Instagram or property portals we can discuss, but TikTok is the immediate playground. Core expectations • Map the buyer journey and translate it into a full-funnel TikTok campaign blueprint. &b...

...business by building an agent with OpenAI’s Agent Builder. The goal is to have the agent run day-to-day workflows for CRM and scheduling so I no longer have to touch every record by hand. Here is what I need: • A working agent inside OpenAI that handles CRM data entry and updates on my behalf. • The same agent (or a companion flow) that can create, modify, and remind me of appointments and tasks. • Clear instructions—preferably a short Loom or written walkthrough—showing how you set everything up and how I can tweak prompts, actions, or webhooks later. Acceptance criteria • I can type or paste new lead details and watch them appear in the correct fields of my CRM without errors. • When I add or change a date, ...

I’m rolling out Zoho CRM and Zoho Projects across Sales, Customer Support, and Marketing with one clear objective—streamlining daily operations. I already have the licences; what I need now is an expert who knows the platform inside-out, from profile and role permissions to module customisation, workflow automation, and cross-app integrations. Here’s how I picture the engagement: • We jump on focused screen-share sessions (a few hours at a time) where you configure, demonstrate, and fine-tune settings live. • You advise on best-practice data architecture, user roles, and security settings, then build the agreed changes directly in my account. • Light documentation after each session keeps track of what was done, why, and how to adjust it later. ...

...sales, so every conversation should move decisively toward closing rather than merely qualifying or booking demos. You will receive a contact list, product brief, and access to our cloud dialer and CRM. Your day revolves around reaching decision makers, tailoring the pitch to their pain points, handling objections, and finalising the order inside the same call whenever possible. Familiarity with common tech terminology and the ability to switch effortlessly between accents or regional nuances in Spanish will help you gain trust quickly. Key deliverables • Daily call log exported from our CRM, showing dials, connects, and outcomes • Brief voice-note or written recap of each closed sale so fulfilment can begin immediately • End-of-week performance summ...

...go-to-market strategy outlining positioning, target audiences, and messaging angles. • Digital campaign blueprints—social ads, Google Ads, SEO recommendations, and email sequences—mapped to measurable KPIs. • Compelling sales collateral (brochures, one-pagers, pitch decks) that can be handed to prospects or shared online. • A lead-generation and nurturing workflow, ideally integrated with a CRM like HubSpot, Salesforce, or similar. • Performance tracking guidelines so I can see which channels deliver the strongest ROI. If you’ve previously driven occupancy or sales for office parks, retail centers, or other commercial developments, your insights will be invaluable. Experience with market research, commercial property listing platform...

I want to hire a Go High Level expert for my marketing agency to handle my clients accounts . Every core module—CRM management, marketing automation, and the sales pipeline—must work together seamlessly with one clear objective: boost sales. Here’s what I need you to tackle: • Configure the CRM so new and existing contacts are correctly segmented, scored, and nurtured. • Build automated workflows that keep prospects engaged without manual follow-up. • Design, launch, and optimise high-converting funnels for lead generation and product sales. • Set up dashboards and reports that make performance and ROI crystal clear for my team and our white-label clients. Please bring proven experience in funnel strategy, automation, and data an...

...to find and verify contact details * Familiarity with: * Google Maps * Facebook * Instagram * LinkedIn * Basic understanding of business structures (to identify owners/decision-makers) * High attention to detail --- ## **Technical Requirements** * Laptop or computer with 64-bit processor (Windows or Mac) * Fast and reliable internet connection * Ability to use Google Sheets and basic CRM tools --- ## **Main Job Roles (Core Focus)** Your primary tasks will include: * Researching aesthetic medicine clinics via: * Google Maps * Facebook * Instagram * LinkedIn * Identifying **decision-makers**, such as: * clinic owners * founders * managing directors * Finding and verifying: * private email addresses * phone numbers * social media profiles * Col...

I'm seeking a skilled web developer to create a lead generation website for my export business. The primary goal of this site is to generate business inquiries. Key Requirements: - A user-friendly interface - Sections to capture: - Contact details - Product interest - Company details Ideal Skills and Experience: - Proven e...this site is to generate business inquiries. Key Requirements: - A user-friendly interface - Sections to capture: - Contact details - Product interest - Company details Ideal Skills and Experience: - Proven experience in developing lead generation websites - Strong understanding of UI/UX design principles - Knowledge of effective forms and data collection methods - Ability to integrate with CRM systems Please include examples of similar wor...

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...English-fluent cold-calling specialist to turn prospects into paying customers. What you’ll do •Research and develope a targetted list to reach accommodation providers that allow pets. • Present the value of our self-service dog-wash stations, handle objections on the spot and secure a paid subscription or unit order during the same call whenever possible. • Record every interaction in a simple CRM or shared spreadsheet so we can track contact attempts, outcomes and next actions. • Provide a concise end-of-day summary of calls, conversions and key feedback that can improve our pitch. Tools & approach I’m comfortable if you work with your own dialler (CloudTalk, Aircall, RingCentral etc.) or use my VoIP account. Just be sure call qua...

...developer to build a gated chat-style interface that allows users to query a structured database of U.S. gun laws by state. Access to the chat interface must be gated by email capture (HubSpot forms / CRM). This is a one-off project, not an ongoing retainer. The end result should feel like a simple, fast “chat bot” experience, but the responses should be pulled from pre-existing structured content, not generated AI. Core Requirements 1. Gated Access (Email Capture) User must enter an email address to access the chat interface Email capture should: Use HubSpot Forms Create or update a contact in HubSpot CRM Allow access immediately after submission (no email confirmation flow required) 2. Chat-Style Interface Clean, modern chat UI embedded on a HubSpot CMS page ...

I need a sharp virtual assistant to take every incoming sales lead, dig up the essentials, and log the results straight into my CRM. The job is simple to grasp yet detail-heavy: for each lead you’ll collect accurate contact information and a concise company background, then assign the lead score using the scoring rubric I provide. Once that’s done, you’ll enter everything into the CRM so the sales team can act immediately. Here’s what success looks like: • Every new lead has complete, verified contact details. • Company background is summarized clearly in the notes field. • Lead score is applied according to my guidelines and stored in the assigned CRM field. There is no outbound calling or selling required. If you are comfort...

...equipo comercial convierte, tienes tu comisión. Responsabilidades Cold Calling & Ventas Realizar mínimo 30 llamadas en frío a leads proporcionados o no por la empresa. Presentar la oferta de forma clara y persuasiva. Detectar necesidades, objeciones y nivel de interés. Derivar a una reunión con el equipo comercial. Mantener disciplina diaria de llamadas. Seguimiento y CRM Registrar resultados de cada llamada en el CRM. Actualizar estados del lead correctamente. Reportar métricas básicas (contactos, cierres, citas). -Requisitos Imprescindibles: Experiencia en cold calling o ventas telefónicas. Comodidad con el rechazo y alto volumen de llamadas. Mentalidad de comisión y resultados. Comunicaci&...

Main apne SaaS product CRMJIO (CRM & Billing Software for Repair & Service Businesses) ke liye ek experienced UI/UX Designer + Content Writer hire karna chahta hoon. Freelancer ko modern, professional, user-friendly aur high-conversion design create karna hoga, jo India + International market ke liye suitable ho. UI/UX Design CRMJIO Website design CRMJIO Web Dashboard UI Mobile Responsive Design Clean, fast & modern layout User-friendly navigation Figma / Adobe XD source file required SaaS-based UI experience preferred Website / Web App / Dashboard ka complete UI design Mobile responsive design Clean, modern & fast-loading layout User-friendly navigation Figma / Adobe XD / PSD source file dena hoga Content Writing Homepage, About Us, Features, Pricin...

We need a web-based platform to manage and monitor proprietary devices installed across Italy. Each device has a unique progressive code (001, 002, etc.), a dedicated phone number, installation details, and contact information. Devices send a phone call every 72 hours as a heartbeat signal. The system must detect these calls, determine whether devices ...numbers, which must be recognized and logged. In case of missing communication or alarms, the platform must send automatic email notifications to an internal email and daily summary emails to the on-site contact. Each device has an annual call center contract. About 30 days before expiration, the system must email the contact with a link to a form to confirm or update billing details. No billing, CRM, or commercial features are...

Project summary: Automated We are looking for a freelancer to set up an automation using our account and CRM boards. The goal is to automatically send a Trustpilot invitation email when a specific status change occurs in Monday.com. The automation should pull relevant customer data from and insert it into a predefined email script, then send it to Trustpilot. The same setup should be applied consistently across two of our boards. We are looking for a clean, reliable solution that runs automatically with minimal manual input once configured.

... Engage with gatekeepers confidently to reach decision-makers. Offer free platform upgrades or trials that showcase top-tier online business solutions. Follow a structured script to handle objections and schedule email follow-ups. Capture lead information and provide feedback to management. Compensation & Tools: Base pay: $2/hour Commission: $150–$500 per closed deal Provided dialer and CRM to manage calls and leads Apply only if you accept this salary structure What We’re Looking For: Strong verbal communication skills and confident phone presence Experience in B2B sales or telemarketing preferred Ability to follow a script while keeping a natural, personable tone Persistence and creativity in navigating gatekeepers to reach business owners Goal-or...

...Call pre-shared B2B leads in Australia (distributors, importers, retailers, foodservice buyers) * Briefly explain our IQF frozen vegetable products * Understand interest and basic requirements from leads * Follow up with leads through calls and messages * Book meetings for the sales or management team * Share call recordings and short conversation notes * Update lead status and next steps in the CRM * Pass interested leads smoothly to the sales team Mandatory Deliverables * Call recordings for all calls made * Short written notes from each conversation * Follow-up and meeting details for each lead * Simple weekly activity report Target Market Food distributors, importers, retailers, and foodservice operators in Australia Skills & Requirements * Experience in B2B calling or...

I’m ready to turn a brand-new Zoho account into a fully functioning CRM that streamlines our entire sales cycle. My only goal for Zoho at this stage is CRM management, so every task revolves around perfecting lead management, sales tracking, and customer support inside Zoho CRM. What I need you to do • Design the data model: build the custom fields and tailored layouts that match the way we collect and view information. • Automate the routine: create custom workflows that capture leads, route them to the right owner, trigger follow-ups, update deal stages, and open support tickets when required. • Connect the stack: integrate Zoho CRM with the other tools we already rely on (I’ll share the list and API keys), ensuring data flows...

Project Title MS Access CRM + Quoting + Line-Level Costing + Production Workflow (multi-user ready, split DB planned) Goal Build a complete Microsoft Access application from zero that manages: Leads → Customers → Projects → Quotes → QuoteLines (each line can have its own version v1/v2…) Line-level costing and part-level breakdown Approvals, revisions, release to production Production machine lists and phase tracking Task management for all roles Document/file linking with a standardized folder structure Reports (Quote PDF, Production Pack PDF, KPIs) Role-based login + menu + permissions Designed to be split (FE/BE) for multiple concurrent users. 1) Data Model (developer must create all tables + relationships) 1.1 Master tables Users UserID (...

Looking for a Monday CRM platform freelancer to help adjust dashboards based on images. Details shared during collaboration.

we dont want AI bids What we need is Leads what we do is SaaS, Fintech, E-COM, ERP, CRM Developments we target USA Singapore INDIA No Sales Funnel No CRM No LinkedIn in navigator Till today 7 years complete word of mouth achieved good numbers. Need some one how can set up proper market campaign to reach $100K a year revenue

I’m rolling out HubSpot in a brand-new environment focused on sales management and I’d like an expert to lead the entire implementation. Here’s what I need: • Recommend the most suitable HubSpot subscription (and any add-ons) for a small team whose core goals are pipeline management and lead scoring, plus simple email broadcasts to prospects and clients. • Configure the CRM from scratch: custom deal stages, properties, lead-scoring rules, and dashboards that match our sales process. • Import my existing records via CSV—companies, contacts, deals, and historical notes—so everything lands in the right fields without duplicates. • Set up email templates and broadcast capabilities so I can send segmented campaigns while keeping a ...

I want to drive qualified, ready-to-buy visitors from my local market straight to our website and convert them into leads. To make that happen, I need an end-to-end paid advertising campaign built, launched, and tuned for performance. Here’s... budgets, and conversion tracking, then go live. • Monitor results for the first week, refine bids, audiences, and creative, and supply a short performance report that lists impressions, clicks, cost-per-lead, and next-step recommendations. I’ll give you full access to existing analytics, the website, and any brand guidelines you need. The project is complete when leads start arriving in our CRM at a cost per acquisition we’ve jointly agreed on. If you have a proven track record of generating local leads through pai...

I’m ready to move forward with SEVERAL dedicated property-listing websites and need an experienced developer who understands the real-estate domain inside out. The core of the job is to design and code a polished listing portal—mobile-friendly, fast, and easily scalable—then hook it up seamlessly to my existing CRM system so every new lead drops straight into our sales pipeline without manual re-entry. This is an opportunity to CUSTOMISE 3-4 OF OUR WEBSITES WE WILL PAY YOU A SMALL FEE PER SITE ($75 AUD) 1. YOU MUST GURARNTEE DEADLINES. 2. YOU MUST GIVE PERSONAL GUARANTEE TO OFFER US UNLIMITED REVISIONS 3. AND YOU WILL RECEIVE AN ONGOING RESIDUAL INCOME FOR 3-5 YEARS SUBJECT TO NEGOTIATION SO YOU WILL REMAIN DEDICATED AND COMMITTED TO ALLOW US TO DEVELOP O...

...ed efficienza energetica. Siamo in rapida crescita e stiamo ampliando il reparto di sviluppo: abbiamo un CRM proprietario e un ecosistema digitale a supporto di marketing, vendite e operation. Perché stiamo cercando Abbiamo necessità immediata di interventi urgenti sul CRM e vogliamo impostare una gestione tecnica stabile. Il ruolo nasce per una sostituzione di alcuni mesi (il nostro sviluppatore è fermo per motivi di salute), con possibilità concreta di continuare e/o inserirsi stabilmente se il periodo va bene. Dove lavorerai Il lavoro sarà svolto prevalentemente in presenza presso la sede di Via Riccardo Lombardi 19/16, 20153 Milano, per onboarding rapido, interventi sul CRM e collaborazione diretta con i reparti. &Egr...

Join me in Hyderabad as a full-time telecaller focused purely on customer support. Your day will revolve around answering inbound calls, resolving general service queries, logging each interaction in our CRM, and keeping customers happy with a calm, courteous tone. No sales targets, no technical troubleshooting—just clear, friendly assistance for every caller. The role is office-based, Monday to Saturday, ideal for someone with 0 – 2 years of experience who enjoys speaking with people and can pick up processes quickly. I offer a fixed ₹15,000 monthly salary and on-the-job training, so fresh graduates are welcome. Required languages • English (fluent) • Telugu (fluent) Knowing Hindi is a bonus, but not mandatory. If you can communicate confidently in b...

...performance-based with a generous percentage of fees collected—there’s no upper limit. • All research tools, compliance templates, and client-management software are already in place; you simply log in and start advising. • I handle marketing and lead generation, leaving you free to focus on delivering quality guidance. What success looks like ✓ Thorough client fact-find documented in our CRM ✓ Written investment plan covering asset allocation, product selection, and rebalancing triggers ✓ 30-minute review call completed and summarised in notes ✓ Ongoing follow-ups scheduled If you’re a registered advisor (or working toward registration) with a track record in ETFs, mutual funds, or alternative assets and you value autonomy, dro...

...customer follow-ups, and handle the everyday admin that piles up behind the scenes. Your top priority will be crafting clear, friendly, on-brand email replies; everything else—calendar coordination, light data entry, and occasional research—supports that goal. Proficiency in polished email writing and online research is essential. If you already work comfortably inside Microsoft Office, a basic CRM, or any cloud-based scheduling tool, that will make our hand-off even faster, but I’m happy to walk you through my exact workflow. Accuracy, responsiveness, and a knack for staying organized matter more to me than time-in-seat. Typical week: • Draft and send email responses and follow-ups within set turnaround times • Confirm meetings, block my calendar,...

...performance-based with a generous percentage of fees collected—there’s no upper limit. • All research tools, compliance templates, and client-management software are already in place; you simply log in and start advising. • I handle marketing and lead generation, leaving you free to focus on delivering quality guidance. What success looks like ✓ Thorough client fact-find documented in our CRM ✓ Written investment plan covering asset allocation, product selection, and rebalancing triggers ✓ 30-minute review call completed and summarised in notes ✓ Ongoing follow-ups scheduled If you’re a registered advisor (or working toward registration) with a track record in ETFs, mutual funds, or alternative assets and you value autonomy, dro...

...curiosity into signed development projects. You will receive: • A regularly updated spreadsheet of verified cold leads (names, phone numbers, business URLs, and brief notes). • A concise call script highlighting our core offers: custom WordPress sites, redesigns, and maintenance packages. • Login to our cloud CRM (HubSpot) to track each interaction. What I need from you: • Confident, fluent phone outreach during the prospects’ local business hours. • Accurate, same-day CRM updates—status, call notes, next steps. • A short end-of-week summary outlining total dials, meaningful conversations, and booked appointments or closed deals. Acceptance criteria: 1. At least 80 outbound calls per day. 2. Call notes entered fo...

...el seguimiento de clientes en CRM Modalidad y Comisiones Trabajo 100% remoto Comisión aproximada del 8% al 12%, dependiendo del cierre y seguimiento Actualmente la empresa factura entre $10,000 y $15,000 USD mensuales Esto permite generar ingresos aproximados de +$1,000 a +$1,500 USD mensuales, o más, según desempeño Capacitación y apoyo continuo Requisitos Experiencia previa en ventas o cierre consultivo (ideal servicios de alto valor) Excelente comunicación verbal Seguridad, presencia y trato profesional Capacidad de trabajar con metas y comisiones Español nativo (México / LATAM) Plus (no obligatorio) Experiencia vendiendo servicios profesionales (arquitectura, construcción, diseño, bienes ra&ia...

...feedback. Everything should happen through an on-screen avatar with synchronized audio—no text chat. Assistant #2 – Lead Nurture Agent Focused on client acquisition, this assistant will call new leads, warm them up, and follow up automatically. All activity (call recordings, notes, status updates) needs to flow straight into HighLevel CRM and trigger my existing pipelines. Please plan to connect with: • HighLevel API for user authentication, course access and CRM updates • A reliable speech-to-text engine (e.g., Whisper) for transcribing student input and interview recordings • High-quality TTS / voice-cloning (PlayHT, ElevenLabs or similar) to recreate my style • Vector search over video transcripts so answers stay laser-focused...

...automatización de marketing, el módulo de CRM y la creación/optimización de la página web junto con sus embudos. Automatización de marketing Quiero flujos que funcionen de forma fiable y midan resultados. Propón la arquitectura, crea las automatizaciones y déjalas listas para lanzar campañas sin fricción. Módulo de CRM Necesito un sistema limpio de gestión de contactos y su integración con las demás herramientas que ya utilizo. Lo importante es que podamos segmentar, etiquetar y sincronizar datos sin duplicados. Página web y embudos Espero que construyas (o mejores) el sitio y embudos directamente dentro de GoHighLevel, cuidando copy, diseño responsivo y...

... Traffic & keyword performance Action plan for continuous improvement Freelancer Requirements Must share previous lead generation case studies Experience with India + US campaigns Ability to communicate clearly and meet deadlines Available for regular updates and performance discussions Nice to Have (Optional) Experience in our industry/niche Copywriting skills for ads & landing pages CRM integration experience (HubSpot, Zoho, etc.)...

My Prefix CRM instance already tracks contacts, deals and invoices, but its GST setup is missing a dedicated reporting layer. I need the existing Reporting/Analytics section modified so that GST is applied automatically to every relevant transaction and the data is then rolled up into compliant reports. Scope of work • Embed a “GST Setup” panel where I can define the default tax rate and any exemptions. • Add logic that auto-applies GST to new and historical transactions, with overrides when required. • Build an on-demand GST Report that summarises totals, input/output tax and balances for the selected period, ready for filing. • Ensure figures reconcile with the current invoice data already stored in the system. • Keep the UI consiste...

...purely on a revenue-share basis. Every project you help me close through the system is split—no upfront fees, retainers, or hidden costs from my side. You will, however, cover the subscriptions for the few SaaS tools the workflow relies on, then configure and connect them. Expect to touch a lightweight CRM, proposal-tracking software and email/DM automation so you can stitch everything together and keep each touchpoint firing. Your role is to: • Purchase and integrate the recommended tools (think CRM + outreach + analytics). • Build the automations exactly as outlined in the SOPs I provide. • Keep the stack healthy—minor tweaks, list hygiene, API keys—that sort of thing. Once everything is live, I continue writing and submitting prop...