Automation Expert for Lead Management and Client Communication
Upwork

Remote
•1 hour ago
•No application
About
We are seeking an automation expert to centralize and streamline our lead management and client communication systems. Our consultancy is based in Canada and we have existing systems in place, including a website and social media pages, but we need to integrate these with effective automations and follow-up workflows. Please Answer the Following Questions When Applying To filter qualified applicants, please respond in detail: What CRM or automation tools do you recommend for an immigration consultancy, and why? How would you integrate website forms, Facebook lead ads, and social media inboxes into one centralized system? What follow-up automation sequences do you propose (email, SMS, WhatsApp, AI chatbot, etc.), and how would you implement them? What steps would you take to ensure no leads are lost or overlooked in the process? Can you outline your workflow for auditing my current setup and creating a complete automation strategy? What is your estimated timeline to complete a full implementation? Please provide examples of similar automation or CRM projects you have completed. What ongoing maintenance or support options do you offer (if any)?




