Hello, [PLEASE READ ALL DETAILS BEFORE APPLYING] I am looking for a hands-on, structured, and reliable freelancer to support the setup and optimization of our sales, marketing automation, and mobile tracking stack for our lifestyle app. This is a practical implementation role, not a strategy-only or advisory role. The engagement will start as a project-based setup, with a high probability of transitioning into a monthly retainer for ongoing optimization and support. Scope of Work (Initial Phase) 1. CRM Setup (Pipedrive) - Setup of pipelines aligned with a B2B sales flow - Creation of custom fields, stages, and activity types - Setup of reporting dashboards (sales performance, activity tracking, conversion rates) - Structuring of deals, contacts, and organizations - Basic automation (task reminders, deal progression, assignment rules) 2. Marketing Automation (Brevo) - Setup of email templates (transactional and/or marketing) - Creation of basic automation flows (e.g. onboarding, follow-ups, engagement) - Structuring lists, segmentation, and tagging logic - Setup of performance tracking and reporting - Ensuring proper alignment with CRM data where relevant 3. Mobile Attribution & Tracking (Adjust) - Definition of tracking events (based on app flows and business logic) - Preparation of clear documentation for developers (events, parameters, expected behaviors) - Guidance on what is feasible vs not feasible (tool limitations vs app limitations) - Support in validating setup once implemented 4. Optional / Secondary (Nice to Have) - Experience with Meta SDK, tracking integrations, or similar tools - Ability to advise on tracking consistency across platforms What We Are Looking For Proven experience with: - Pipedrive (mandatory) - Brevo or equivalent marketing automation tools - Adjust, AppsFlyer, Firebase, or similar attribution tools - Ability to connect business needs with technical implementation - Experience working with mobile apps (not only websites) Strong understanding of: - Funnels - Events tracking - CRM structuring - Ability to produce clear and structured documentation Application Requirements (MANDATORY) To be considered, your application must include: - Relevant experience per tool - Pipedrive - Marketing automation (Brevo or similar) - Mobile attribution (Adjust or similar) - Sample work provided - CRM setups (pipelines, dashboards, etc.) - Automation workflows (screenshots or explanations) - Tracking/event documentation examples (if available) Your approach - Briefly explain how you would approach this type of project (high-level is enough) - Estimated cost for initial setup (Either fixed price or estimated hours) (Very Important) Important Notes (Please Read Carefully) - Do NOT ask questions in your proposal. - Questions will only be addressed after shortlisting. Shortlisting will be based strictly on: - Profile quality - Relevant experience - Sample work - Clarity of approach - Budget Estimate Any attempt to contact me outside Upwork (email, WhatsApp, LinkedIn, etc.) will result in: - Immediate disqualification - Blocking - Reporting to Upwork Only shortlisted candidates will be contacted for further discussion. Engagement Structure Phase 1: Initial setup (this project) Phase 2: Potential monthly retainer for ongoing optimization, reporting, and improvements Thanks & Good Luck