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Laser hair removal

Bot Development, Client Management & CRM

3 out of 3

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🔧 Tasks of the Executor

1. CRM and Pipeline

Set up a funnel in SendPulse CRM:
1. New client (lead)
2. Appointment booking
3. Confirmed appointment
4. Rescheduling/transfer of date
5. Cancellation
6. Re-engagement
Set up notifications for the administrator about new applications.

2. Client Booking

Integrate the booking form from the website/Instagram/WhatsApp → into SendPulse CRM.
Implement the ability for rescheduling and cancellation through the system.
Set up automatic reminders for the client (email + SMS + WhatsApp):
- 24 hours before the visit,
- 2 hours before the visit.

3. Automated Marketing

Set up autofunnels:
- new client (first visit → discount/offer),
- missed visit → link to reschedule
- course of procedures → reminders for the next visit.
Set up database segmentation (new / regular / inactive).
Launch email + SMS + WhatsApp newsletters:
- promotions,
- reminders for repeat procedures,
- special offers for holidays.

4. Reports and Analytics

Set up a dashboard:
- conversion from lead to booking,
- % of cancellations and reschedules,
- repeat visits,
- effectiveness of channels.

Integration with bulvar
Collect feedback after the visit through auto-mailing.
Automatic recommendation of new services to clients based on history.

✅ Work Result

Ready CRM pipeline in SendPulse.
Configured booking forms + automatic reminders.
Working autofunnels for new and regular clients.
Segmented client database.
Effectiveness reports.

Proposals 3
Rejected 1

by default date online rating cost completion time

200 USD

Tetyana Kirilenko

200 USD

Hello.

I am ready to take on your project. I have a partnership with the SendPulse platform. I have completed more than one task on this platform. I know the nuances of working with funnels.

We can discuss everything.
Sincerely, Tetiana

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17 September 2025, 7:30

Another 2 proposals concealed

750 USD

Sergii Zelenskyi

750 USD

Hi Adam,based on your request, I can help you set up a complete SendPulse CRM and marketing automation system that will streamline your client booking and engagement process.

Scope of Work:
Build CRM pipeline with all stages (lead → booking → re-engagement).
Connect booking forms (website / Instagram / WhatsApp) into CRM.
Automated reminders via Email + SMS + WhatsApp (24h & 2h before visit).
Create marketing funnels (first-time clients, missed visits, repeat procedures).
Segment client base (new, regular, inactive) + setup newsletters.
Reports dashboard: conversion rates, cancellations, repeat visits, channel efficiency.
… Feedback collection & auto-recommendations.

Result: A ready-to-use CRM pipeline, automated bookings & reminders, working marketing funnels, segmented database, and clear performance reports.

Would you like me to split the work into milestones so you can review each stage step by step?

Best regards,
Sergii

16 September 2025, 22:38

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