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A start-up consultancy firm is seeking a freelancer to assist in allocating qualified leads. The basis of this project involves the following: - Lead evaluation and conversion into qualified leads based on convenience criteria set by the firm. - No upfront charges shall be required for starting. - A tick fee of approximately $500 will apply upon one affirmation and confirmation by the firm regarding lead conversion. - All non-converted leads will still be awarded to start upon the firm's affirmation. The firm shall primarily attend to lead conversions after awarding grants, and freelancers will assist in supporting the process of allocation and ensuring criteria are met. Services offered include but are not limited to: - Management Consulting - Financial Management Consulting Services - Innovation Management Consulting Services - Technology Management Consulting Services
Project ID: 40580859
7 proposals
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Active 7 days ago
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7 freelancers are bidding on average $452 USD for this job

Hi there, We can support this by applying structured lead evaluation, allocation discipline, and clear tracking in Excel. Our approach will align the lead list to your convenience criteria and keep the handover process organized for Management Consulting and Financial Management Consulting Services categories. One point to confirm is the exact conversion rule so qualified and non-converted leads are recorded consistently. We work in a clean, business-focused manner and keep all communication and payment on Freelancer. Best Regards, 8veer
$388 USD in 7 days
5.8
5.8

Good day! Supporting busy teams and managing multiple projects efficiently has been one of our strengths for over nine years. We're reliable, proactive, and quick to adapt, making it easy to step into ongoing work and keep everything moving smoothly. Whether it's administrative support, research, coordination, content updates, customer communication, or project management, we bring strong attention to detail, clear communication, and a commitment to meeting deadlines. We integrate seamlessly into existing workflows and require minimal supervision. We're available to start immediately and are looking for a long-term working relationship. We'd be glad to discuss your projects and demonstrate how we can become a dependable extension of your team.
$500 USD in 7 days
5.4
5.4

Hello, “Lead evaluation and conversion into qualified leads” needs a clear process so the team spends time only on prospects that match the right criteria. I can help organize lead workflows using Excel, Data Analytics, and Lead Generation methods. I would create a structured way to review leads, score them against your criteria, and keep allocation records easy to track. A common issue in lead allocation is inconsistent decisions between reviewers. A simple scoring sheet and clear rules can make results more reliable. What qualification criteria and lead information fields should be used to decide whether a lead is accepted? Looking forward to working with you. Artur G
$350 USD in 3 days
2.9
2.9

Hello. This is Bravion from Cleveland. My method to complete this project involves first designing a clear and efficient Excel-based lead tracking system that categorizes and scores leads based on your convenience criteria. I will implement automated filters and conditional formatting to quickly identify qualified leads and streamline allocation. To address challenges, I will ensure data accuracy through validation rules and provide regular updates for transparent communication. Could you please clarify the specific criteria you use to qualify leads? Also, how frequently do you expect lead allocation reports? If you want high-quality results, please do not hesitate to contact me.
$400 USD in 4 days
1.6
1.6

Ciudad de Guatemala, Guatemala
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