Project Overview We are a boutique Leadership & Development (L&D) company delivering leadership programs, executive coaching, assessments, executive education partnerships, and speaking engagements. We are seeking an experienced CRM & AI Automation Specialist to design and implement Phase 1 & 2 of our sales and marketing automation system: * Phase 1: CRM Setup & Website Integration * Phase 2: Lead Automation & AI Qualification The goal is to centralize all leads into one CRM and deploy AI-driven qualification and scheduling automation. --- Project Scope (Phase 1 & 2 Only) 1. CRM Selection & Setup You will: * Recommend the most suitable CRM (HubSpot, Zoho, Salesforce Essentials, or equivalent) * Design CRM data architecture (Contacts, Organizations, Opportunities, Services) * Configure pipeline stages: * Lead Captured * Qualified * Discovery Scheduled * Proposal Sent * Negotiation * Contract Signed * Active Client * Define lead segmentation logic (industry, geography, service type, source) * Configure custom fields and tagging logic --- 2. Website Integration We need automation for: * Contact forms * Free assessments * Paid assessments (with payment gateway integration) * Surveys Requirements: * Automatic lead capture into CRM * Source tagging * Tracking pixel setup * Email notifications * GDPR-compliant data handling --- 3. Lead Source Integration Integrate the CRM with: * LinkedIn (ads + lead forms) * WhatsApp (automation + chatbot) * Instagram * Facebook * Newsletter subscriptions * Webinar registrations * Incoming emails (auto-create leads) * Manual networking entry workflow All leads must automatically flow into the CRM with proper tagging. --- 4. AI Agent Implementation Deploy AI-enabled automation capable of: * Auto-reply to inbound inquiries * Asking qualification questions * Capturing structured responses into CRM * Lead scoring based on: * Organization size * Budget indication * Urgency * Leadership level * Engagement behavior * Automated scheduling via calendar integration (Google/Outlook) --- 5. Lead Scoring System Design and implement a documented lead scoring logic that includes: * Weighted scoring criteria * MQL/SQL thresholds * Automated stage movement triggers --- 6. Automation Workflows Implement: * Discovery call booking automation * Reminder sequences * Follow-up email sequences * Escalation rules to human review when needed --- Deliverables * CRM recommendation with rationale * Configured CRM system * Fully functioning lead capture from all specified sources * AI qualification workflow * Lead scoring logic documentation * Workflow automation documentation * System architecture diagram * Testing & QA report * Basic admin training session (recorded or live) --- Technical Requirements * Experience implementing CRM systems with automation * Experience integrating AI tools and chat-based qualification flows * Strong API integration experience * Experience with marketing automation platforms * GDPR/data protection awareness * Ability to integrate payment gateways * Experience working with small service businesses preferred --- Timeline Estimated Duration: 6–8 weeks Please provide: * Your proposed approach * Recommended CRM stack * Relevant portfolio examples * Estimated timeline * Cost estimate --- Ideal Candidate We are looking for someone who: * Thinks architecturally (not just tactically) * Has implemented full sales automation systems * Understands B2B professional services workflows * Can translate business needs into scalable automation --- If you have built similar AI-enabled CRM systems for consulting or professional service firms, please include specific examples in your proposal.