Budget: 5000 PLN Deadline: 14 days
Hello! I am the project manager of Business Atlas. We specialize in setting up CRM and building autonomous funnels, where lead qualification is critical. In my experience, I have implemented over 50 systems. We work as a team, deliver turnkey projects, and guarantee the stability of all integrations. In the portfolio photo, you can see our real cases of sales department automation.
My solution for your franchise:
• CRM Integration (HubSpot / Pipedrive): We will set up seamless lead collection from Meta Ads and landing pages. Your database will always be up-to-date and segmented.
• Automatic Lead Scoring: We will implement scoring logic within the CRM using Make/n8n. The system will automatically assign points based on your criteria (capital, experience, etc.) immediately after the questionnaire is filled out.
• Smart Distribution: We will set up scenarios where targeted candidates instantly receive Calendly and materials, while irrelevant ones receive a polite automatic rejection.
• Surveying: We will integrate Google Forms or Typeform with your CRM for instant data transfer and to trigger a chain of emails.
Project Evaluation:
• Cost: $1,200 – $1,800 (fixed price for CRM setup, automation, and scoring logic).
• Timeline: 10–14 working days.
• Support: 14 days of technical support and a detailed video instruction for your team.
Questions for clarification:
1. What is the estimated number of leads expected per month?
2. Are there already prepared email texts and exact figures for scoring (for example, how many points for capital over $50k)?
3. What CRM are you currently using, or do we need to deploy a new one from scratch?
In the portfolio, you can see similar architectures where we minimized manual work for managers by 80%.
Message me privately, and we will discuss the details so I can prepare a detailed funnel scheme.
Budget: 2500 PLN Deadline: 14 days
Good day. Edward, Servify Labs - we build exactly such funnels every day (Meta Ads → CRM → scoring → Calendly).
Stack proposal:
• CRM: HubSpot (the free Marketing Hub is sufficient at the start; Pipedrive is also fine - we will decide based on your budget for licenses).
• Lead integration: Meta Ads Lead Ads → webhook → n8n → HubSpot (without Zapier - cheaper and more flexible).
• Landing form: submit through n8n with the same fields, one entry point.
• Questionnaire: Typeform or native HubSpot form; responses are written to the contact.
• Lead scoring: n8n + rules (points for capital age, city, willingness to invest) + AI filter on open responses (OpenAI).
• Branching: >= threshold → email with materials + Calendly; < threshold → series of polite refusals (2-3 options, rotation).
Timeline: MVP in 10-14 days. The first week we work side by side, setting up scoring criteria according to your ICP.
Budget: from 2500 PLN for MVP, final amount after clarifying scoring criteria and the number of email templates.
Cases: voice AI for MedSpa (outbound + booking), chatbots for clinics, hiring automation. I will show during a 15-minute call.
Budget: 500 PLN Deadline: 10 days
Hello, I am ready to complete your task, I have experience working with similar projects.
Budget: 200 PLN Deadline: 7 days
Good day
I am engaged in automation through the service Make.com, which is a no-code platform for automating various business processes without writing code.
With its help, I can set up integration of Meta ads and forms from the website with the CRM system.
Set up the CRM system for automation.
Set up automatic recording of leads in the CRM and automatic sending of emails with the questionnaire.
Automate the processing of questionnaires using an AI agent that evaluates incoming questionnaires based on a given prompt and makes decisions about compliance with requirements. It then sends a response to the candidate, enters data into the CRM, and informs the responsible person about the new suitable candidate.
Feel free to reach out, and we can discuss the cost and details)
Proposals are currently absent
Current freelance projects in the category Enterprise Resource Planning (ERP)
-
25 USD
30-minute Technical Consultation for Automation Project
16 proposals 4 August
-
Not specified
Need to parse the website.
Online Stores & E-commerce 62 proposals 4 August
-
447 USD
Development of a parametric 3D template (master model) for an entrance metal door in SOLIDWORKS.
3D Modeling 7 proposals 4 August
-
22 USD
Integration of Prom.ua with BAS Small Business
Client Management & CRM 11 proposals 4 August
-
Not specified
Setting up a construction schedule in Notion
16 proposals 3 August