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I run a growing SaaS company focused on the technology sector and need help turning interested Small and Medium-sized Businesses into paying customers. Your core responsibility will be to move prospects from initial outreach all the way through a booked call and, when possible, a signed deal. Here’s what the workflow currently looks like: I supply a comd to warm list of technology-focused SMB leads inside our CRM. You handle the outreach—primarily via personalised email sequences and well-timed phone follow-ups—qualify the decision maker, lock in a calendar slot, then guide the conversation to a close if the fit is obvious. I’ll step in only when high-level negotiation or technical deep dives are required. To keep everything transparent, we’ll agree on daily CRM updates and a brief end-of-week report summarising touch-points, appointments booked, and revenue closed. My goal is a steady pipeline of qualified demos and consistent conversions rather than sporadic wins, so a consultative, value-first approach is essential. If you have a track record of email cadence optimisation, confident phone outreach, and closing SaaS deals with SMB buyers, I’d love to see how you can help push our numbers forward.
Project ID: 40535226
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Active 7 days ago
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17 freelancers are bidding on average £49 GBP/hour for this job

Hi, there. I have carefully reviewed the project requirements for SaaS SMB Appointment & Closing. It is clear that you are looking for an intelligent way to automate your current workflows, and I would love to help you build a system that delivers measurable efficiency. My team and I specialize in AI automation and chatbot development that helps businesses in United Kingdom handle repetitive tasks without losing the human touch your customers expect. We focus on building stable, secure workflows using CRM, Email Marketing, Lead Generation, Leads, Sales that integrate seamlessly with your existing platforms to reduce manual workload and improve response times. Our goal is to provide you with a solution that is not a black box, but a documented and manageable system that scales as your business grows. We have successfully implemented automations that allow teams to focus on strategy instead of administration. To help me put together the most efficient roadmap for your project, I have one quick question: What is the most time consuming part of this workflow that you are currently handling manually, and which platforms are you looking to integrate? Knowing this helps me determine the most effective technical path to ensure the automation provides the highest return on your investment. I am available for a discovery call to discuss your automation roadmap whenever you are ready. Best regards Kausar and the Team
£27 GBP in 40 days
4.7
4.7

⚠️ If you're not happy, you don’t pay. ⚠️ Hi there, Thank you for sharing your detailed project brief. I can assist in converting interested Small and Medium-sized Businesses into paying customers for your SaaS company using a strategic and proactive approach. I will handle the outreach, personalized email sequences, phone follow-ups, qualification of decision-makers, calendar management, and guiding conversations towards deal closures. I will deliver: • Email sequences and follow-ups • Decision maker qualification • Calendar slot booking • Deal closure guidance • Daily CRM updates • End-of-week reports You will also receive ongoing support for optimizing email cadences and closing deals efficiently. I am confident I can execute this strategy effectively and look forward to discussing further steps. Best regards, Chirag.
£50 GBP in 7 days
3.8
3.8

Hi I can assist with your SaaS SMB Appointment & Closing. I have experience implementing and optimizing GoHighLevel and HubSpot systems for businesses and agencies. Key Features: • CRM Setup & Configuration • Pipeline Development • Lead Capture Automation • Appointment Booking • Email Marketing Automation • SMS Workflows • Contact Management • Lead Nurturing • Funnel Building • Workflow Automation • Reporting & Analytics • Third-Party Integrations • CRM Optimization • Dashboard Creation • Ongoing Support I focus on building systems that save time, reduce manual work, and increase conversions. Best Regards, Naseeb A.
£18 GBP in 26 days
2.6
2.6

Hi, I read through your project for SaaS SMB Appointment & Closing. You need help with saas smb appointment & closing. I can build and deliver this efficiently based on the job requirements. This fits well with my experience in Email Marketing, Lead Generation, and Leads. I can take what you outlined and turn it into a clean final delivery, with attention to Email Marketing and Lead Generation and the details in your brief. I will keep the implementation clean, practical, and aligned with your requested scope. Send me the details and I can start immediately.
£18 GBP in 30 days
1.7
1.7

Hello, thanks for posting this project. I have read your project description. I am the one who delivers fast and quality work, and communicates until the result feels right. I have 8+ years of experience in CRM, Email Marketing, Lead Generation, Leads. I have completed many projects and delivered great, clear, and usable work for clients. Visit my profile to check my latest work and read what clients say. Connect in chat to share details and I will respond with clear ideas. Thanks, Sai
£36 GBP in 40 days
0.0
0.0

Hi, there. I’m Susie Kalson, a senior sales consultant with over 7 years of experience in SaaS lead generation and conversion, particularly for SMBs in the tech sector. I understand the challenge of transforming initial interest into consistent revenue. Your current process requires a strategic approach to maintain a steady pipeline of demos and closed deals. Here’s how I can address your needs: ✅ Develop tailored email outreach sequences to engage prospects effectively. ✅ Utilize CRM tools for precise tracking and timely follow-ups. ✅ Qualify decision-makers through direct conversations to ensure the right fit. ✅ Schedule and conduct calls, guiding discussions towards closing when appropriate. ✅ Provide daily updates in your CRM and a concise weekly report on progress. I have extensive experience with CRM platforms like HubSpot and Salesforce, ensuring smooth integration into your workflow. My approach focuses on delivering value and building relationships, which leads to higher conversion rates. I am looking forward to work with you. Best Regards, Susie Kalson
£18 GBP in 14 days
0.0
0.0

Hi, I’m interested in helping grow your SaaS business through targeted outreach, lead qualification, appointment setting, and sales support. I have experience in B2B lead generation, email outreach, CRM management, and engaging decision-makers to move prospects through the sales pipeline. My approach focuses on personalized communication, consistent follow-ups, and identifying qualified opportunities that are ready for demos and sales conversations. I can help with: • Personalized email sequences and follow-ups • Phone outreach and lead qualification • Appointment setting with decision-makers • CRM updates and pipeline management • Weekly reports on outreach, meetings booked, and conversions • Supporting the sales process through to closure when appropriate My goal is to create a predictable flow of qualified demos and help increase conversion rates through a consultative, value-driven approach. I’d be happy to discuss your target market, sales process, and growth goals in more detail. Looking forward to working together.
£27 GBP in 40 days
0.0
0.0

GIVE ME 30 SECONDS TO SHOW YOU WHY I'M THE RIGHT FIT FOR THIS PROJECT. I recently completed a project for a SaaS company where I led a team in converting leads into paying customers, resulting in a 30% increase in conversions within the first month. Briefly, my experience in email cadence optimization, phone outreach, and closing deals aligns perfectly with your requirements. I understand your goal of a steady pipeline and consistent conversions. I will focus on a consultative, value-first approach to ensure long-term success. The difference between an average result and an exceptional one is usually decided before the work even begins. Regards, Patrick
£18 GBP in 7 days
0.0
0.0

⭐⭐⭐⭐⭐ ✅Hi there, hope you are doing well! I have experience working on sales enablement projects for SaaS companies, streamlining lead outreach and appointment setting smoothly. The most important part to succeed here is maintaining consistent and personalized communication combined with transparent tracking in the CRM. Approach: ⭕ I will optimize your email sequences for personalization and engagement. ⭕ Conduct timely phone follow-ups to qualify decision makers. ⭕ Schedule calendar slots efficiently and ensure CRM is updated daily. ⭕ Provide weekly summary reports with detailed touch-points and booked appointments. ❓ I have no questions and will proceed based on the workflow you described. I am confident in delivering a steady pipeline of qualified demos and improving conversion rates consistently. Looking forward to working together. Best regards, Nam
£18 GBP in 34 days
0.0
0.0

Hi, this is Jorge from IT GLOBAL SOLUTION LLC in FL, United States. I’ve worked on appointment-to-close SaaS pipelines similar to yours, combining CRM-driven lead stages with personalized email cadence and phone follow-ups to qualify SMB decision makers. I’d build it with your CRM as the system of record: objects for Leads, Accounts, Contacts (decision maker), Email Touchpoints, Call Touchpoints, Activities/Tasks, and Opportunities. For automation, I’d implement a rules engine that assigns leads to sequences based on lead status, persona, and engagement signals, generates and sends personalized emails, then triggers phone follow-ups on the right cadence. Calendar booking would use an embedded booking link or your scheduling tool, with back-sync into the CRM and automatic assignment of the booked demo to the correct opportunity stage. For reporting, I’d add an activity logging layer (email/call outcomes/booking confirmations) plus a lightweight dashboard that matches your weekly report needs: daily touchpoints, booked appointments, and closed revenue. I’ll focus on clean, maintainable code with Git integration, clear documentation, role-based access (admin vs sales ops), and audit-friendly API integrations with standardized field mappings. Happy to share relevant work and align on the best structure. Let’s connect and go over the details. Best, Jorge
£60 GBP in 40 days
0.0
0.0

Burnham-on-Crouch, United Kingdom
Member since Jun 23, 2026
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