Sales Outreach Automation Set Up (Email Only)
UpworkUSNot specifiedintermediateScore: 32
Lead GenerationAutomation
Sales Outreach Automation Setup
I run a fractional sales consultancy in the wealth management technology space. I need help with tool selection and setting up automated cold email outreach campaigns on behalf of multiple clients targeting independent financial advisors and RIA firms.
Current thought process on tooling is Sales Navigator, Apollo, Instantly, HubSpot .. but open to hearing better approaches with a strong reasoning behind it. Not just what AI suggests, but proven knowledge from having worked in the tools before.
I need an experienced sales automation and AI specialist to recommend, configure, and validate a lightweight outbound email stack — then hand it off to me fully operational.
Bonus Points
- Experience in financial services, FinTech, or WealthTech outreach
- Familiarity with RIA or advisor-facing sales motions
- Interest in potential ongoing support as campaigns scale
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Spent: $150Rating: 5.0Verified