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Email and WhatsApp automation expert needed for 2,300 restaurant leads Project description Hello, I’m building a new AI agency and I need an experienced automation specialist to help me create a professional outreach system for restaurant leads. I already have an Excel file with approximately 2,300 restaurants, and I want to contact them in a structured and efficient way. What I need help with: Clean and organize the Excel database. Segment the leads by name, email, phone number, website, and business type. Set up an email marketing automation workflow. Create a cold email sequence with follow-up messages. Set up a basic CRM or lead tracking system. Optional: prepare a WhatsApp Business API workflow if possible and compliant. What I’m looking for: Someone with real experience in email outreach, lead generation, CRM setup, and marketing automation. Knowledge of tools such as Brevo, Mailshake, Instantly, HubSpot, Pipedrive, Zapier, Make, or similar platforms. A clear and organized way of working. Someone who can explain the setup in a simple way so I can manage it later. Deliverables expected: Cleaned and structured database. Automated outreach system. Email sequence with follow-ups. CRM or tracking system. Short guide or video showing how everything works. Please include in your proposal: Which tools you recommend. What is included in your service. Estimated delivery time. Total price. Any previous experience with similar projects. I prefer to start with email automation first, and then expand to WhatsApp if everything works well. Thank you.
Project ID: 40462682
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44 freelancers are bidding on average €500 EUR for this job

i can clean 2300 leads, setup email automation, crm, and follow-ups using brevo or hubspot. ready to provide quick sample and workflow.
€250 EUR in 2 days
8.1
8.1

Hi There! I specialize in AI-driven lead automation, email outreach systems, and CRM setup with 9+ years of experience building scalable cold email + WhatsApp workflows for high-volume B2B lead generation. Here's how I can help: 1. Clean & structure your 2,300 restaurant lead database (segmentation + validation) 2. Set up automated email outreach (Instanstly/Brevo/HubSpot) 3. Create cold email sequence with follow-ups for conversions 4. Build simple CRM tracking + reporting dashboard ¿Tienes ya dominio y correo listo para envío (warming setup), y prefieres Instantly o HubSpot como base del sistema?
€950 EUR in 7 days
7.3
7.3

Hi - Elias here from Miami. The primary technical challenge in automating communication for 2,300 restaurant leads lies in ensuring the scalability and reliability of the system. With a large volume of communications, both email and WhatsApp, the architecture needs to effectively manage state, handle permissions, and maintain performance under load. A common pitfall in such projects is neglecting the nuances of message delivery and rate limits imposed by platforms like WhatsApp. If not addressed, this can lead to failed messages and tarnished sender reputation. Caching mechanisms will be crucial for optimizing repeated queries, while a robust error handling strategy is needed to gracefully deal with communication failures. In terms of architecture, a microservices approach could enhance modularity and simplify scaling. Utilizing tools such as message queues could help manage the input (incoming leads), processing (automation logic), and output (communication delivery). The hardest part will likely be ensuring that the system adapts to varying lead response behaviors, which requires a flexible and intelligent processing layer. What strategies do you envision for tracking lead engagement post-communication? I look forward to discussing this further.
€500 EUR in 3 days
6.9
6.9

As a seasoned Full Stack Developer with expertise in areas including Automation, CRM and Data Entry, I am confident in my ability to deliver on every aspect of your project and meet your unique needs. I recommend platforms like Zapier, Pipedrive or similar apps, perfectly tailored for your requirements handedly. Drawing from my substantial experience of over six years, I will not only automate your outreach system efficiently but also ensure a clean, organized database with a fully operational CRM and tracking system for maximum efficiency. At the core of my working principle is utmost clarity and organization; qualities that reflect deeply in my code and interface designs. My clients always appreciate my methodology for its simplicity and ease of assimilation. Hence, I assure you I will do justice to your request for explanation throughout our collaboration, enabling you to manage it seamlessly after completion as well. Given the demanding nature of this project and your preference to start with email automation before moving onto WhatsApp integration, my flexible skills as a Full Stack Developer whose forté lies in PHP, Laravel, React JS and having developed cross-platform mobile apps aligns perfectly with its objectives. Combining these specialties with my understanding of the business value in offering support even beyond project delivery makes me confident in stating that no job is too complex for us to handle!
€250 EUR in 1 day
5.6
5.6

Hi I can help set up a structured email outreach automation system for your 2,300 restaurant leads, starting with database cleanup and email workflows before expanding to WhatsApp if compliant. I have experience with Excel lead cleaning, CRM setup, segmentation, cold email sequences, follow-up automation, Zapier/Make workflows, HubSpot, Pipedrive, Brevo, Mailshake, Instantly, and lead tracking systems. The main technical problem is that outreach can become messy quickly if the lead data, segmentation, email status, follow-ups, and reply tracking are not organized correctly from the start. I can solve this by cleaning the Excel file, structuring fields, removing duplicates, segmenting restaurants, setting up the CRM pipeline, and building a controlled email sequence with follow-up logic. I can also prepare tracking for sent, opened, replied, interested, not interested, bounced, and follow-up stages so you can manage the campaign clearly. For WhatsApp, I would only recommend an opt-in or compliant WhatsApp Business API workflow after the email system is working properly. I will also provide a simple guide or walkthrough so you can understand and manage the automation later. Thanks, Hercules
€500 EUR in 7 days
5.6
5.6

Hello, I’m interested in helping you build an automated outreach system for your 2,300 restaurant leads and setting up a clean, scalable workflow for your AI agency. I will start by cleaning and structuring your Excel database, ensuring all leads are properly segmented (name, email, phone, website, business type) and free of duplicates or formatting issues. Next, I will set up an email automation system using tools like Brevo, Instantly, or HubSpot, including a structured cold email sequence with follow-ups to improve engagement and response rates. I will also configure a simple CRM or tracking system so you can easily monitor lead status, replies, and conversions in one place. If required, I can later extend the setup to include WhatsApp Business API automation using tools like Make or Zapier, once the email workflow is validated. Finally, I will provide a clear guide explaining the full system so you can manage and scale it independently. I have experience with CRM setup, email outreach systems, and marketing automation workflows, and I focus on building clean and easy-to-manage systems. Budget and timeline can be discussed after reviewing your dataset and preferred tools. Warm regards, Harpreet Singh
€250 EUR in 5 days
5.0
5.0

Hello! This is James from Hollywood, and I've carefully read your project about automating email and WhatsApp for your 2,300 restaurant leads. I believe my extensive experience of over 15 years in AI automation and CRM solutions makes me a strong fit for this task. To ensure we achieve your project goals effectively, could you please clarify the following questions to help me better understand the project? 1. What specific automation tasks do you envision for the email and WhatsApp communication? 2. Are there any particular platforms or tools you're currently using that you want to integrate with? My background as a senior Full-Stack & AI Engineer allows me to create intelligent workflows that not only streamline processes but also enhance lead engagement. I've successfully delivered similar projects, including automating communication systems for various businesses, ensuring they operate smoothly and efficiently. My approach involves breaking the project into phases, starting with a clear requirement analysis, followed by the development of automation scripts, and finally, thorough testing to ensure everything runs seamlessly. I’m excited about the possibility of collaborating on this project and am confident I can deliver results that meet your expectations. Let’s discuss how we can turn your vision into reality!
€600 EUR in 3 days
4.5
4.5

Hello, I trust you're doing well. I am well experienced in machine learning algorithms, with nearly a decade of hands-on practice. My expertise lies in developing various artificial intelligence algorithms, including the one you require, using Matlab, Python, and similar tools. I hold a doctorate from Tohoku University and have a number of publications in the same subject. My portfolio, which showcases my past work, is available for your review. Your project piqued my interest, and I would be delighted to be part of it. Let's connect to discuss in detail. Warm regards. please check my portfolio link: https://www.freelancer.com/u/sajjadtaghvaeifr
€700 EUR in 7 days
4.6
4.6

Your project requires exceptional data organizational and management skills – something I excel at. With my help, your 2,300 restaurant leads database will be cleaned, organized and segmented into categories that are easy to navigate, such as name, email, phone number, website among others. I have extensive experience not only handling large datasets but also creating smart systems that leverage such data for highly targeted marketing campaigns. I can automate your emailing processes from start to finish creating a precise CRM or lead tracking system to boost organization and efficiency. My proficiency in Excel also extends to other complementary software including Python and R which means I can utilize these platforms to maximize your results using tools like Brevo, Mailshake, Instantly, HubSpot, Pipedrive or Zapier. One thing that sets me apart is my dedication to empowering clients with the knowledge they need after job completion. Thus you can count on a detailed guide or video to explain every step of the process so you can manage it effectively post-deployment. Given my background in financial modeling where accuracy and timeliness was non-negotiable to determine impactful business moves; you can trust I'll do nothing less for your important project. I value open communication so don't hesitate to reach out with any questions or concerns. Let's partner together!
€500 EUR in 7 days
4.2
4.2

Hello, I understand you need a structured email (and eventually WhatsApp) outreach system for 2,300 restaurant leads. I have experience in lead generation, CRM setup, and marketing automation using tools like Brevo, HubSpot, Zapier, and Make. I propose first cleaning and segmenting your Excel database by name, email, phone, website, and business type, then setting up an automated email sequence with follow-ups. I will configure a simple CRM or tracking system and provide a short guide so you can manage it independently. Once email automation is stable, we can expand to WhatsApp workflow with compliance in mind. Quick questions: • Are there preferred email tools you want to use first, or should I recommend the most efficient for this scale? • Any specific personalization rules or business categories for segmentation? I’m ready to start immediately and can deliver a fully automated, organized system quickly. Best regards, Carlos
€250 EUR in 7 days
3.8
3.8

Drawing on my extensive experience with automation and CRM systems, in addition to running a successful AI-focused agency, I believe I am the perfect fit for your project. Not only can I guarantee a cleaned and organized database of your 2,300 restaurant leads, but I can also expertly segment those leads by all relevant fields including name, email, phone number, website, and business type. As for outbound communication, I am experienced in crafting impactful email marketing campaigns that are both efficient and tailored to each recipient. On top of that, my proficiency with tools like Brevo, Mailshake, HubSpot and Zapier ensures that I can give you a comprehensive solution. My service extends beyond just setting up the automation: I will equip you with a functional CRM system to keep track of leads. Furthermore, I have an excruciating eye for detail ensuring that everything in our workflow functions cohesively and consistently. To help you hit the ground running, I will provide you with a short guide or video tutorial demonstrating how to easily manage everything. My primary goal is to create intelligent systems which grow alongside businesses - making me the perfect fit for your AI agency's needs.
€700 EUR in 5 days
3.4
3.4

Hi, Your outreach system needs more than bulk sending - the database structure, segmentation, deliverability, follow-up timing, and lead tracking all need to work together so the automation actually generates conversations instead of spam issues. I’ve worked on CRM workflows, email automation systems, lead organization, API integrations, and automation pipelines using tools like HubSpot, Pipedrive, Zapier, Make, and AI-assisted outreach workflows. I’d recommend starting with cleaned lead segmentation + email automation first, then expanding into WhatsApp Business workflows once reply handling and tracking are stable. Happy to review the current Excel file and outline the cleanest setup for the CRM, outreach sequence, automation tools, and long-term scaling approach. Best, Tanvir
€500 EUR in 3 days
2.9
2.9

Hi, I have experience setting up end-to-end lead outreach systems including database cleaning, CRM setup, and email automation workflows for cold outreach campaigns. I can help you structure your 2,300 restaurant leads into a clean, segmented database, then build an automated email sequence with follow-ups using tools like Instantly, Brevo, or HubSpot depending on deliverability and scalability needs. I’m available for a quick start and can also ensure the system is simple for you to manage afterward with clear documentation or a walkthrough. I would recommend starting with email automation first (high deliverability + easy tracking), then expanding into WhatsApp Business API once the funnel is validated. I can also set up a lightweight CRM in HubSpot or Pipedrive to track replies, engagement, and conversions efficiently. I’d be happy to discuss your current file in a quick call and suggest the best stack based on your goals. Pricing and timeline can remain flexible depending on tool selection and level of automation depth required. Best Regards, Fizza
€500 EUR in 7 days
1.8
1.8

Hi, You've got 2,300 restaurant leads in Excel and need a clean outreach system built around them — that's a specific enough scope to move fast. For the stack, I'd go with Instantly or Brevo for the cold email sequences (both handle follow-up logic well and stay deliverability-friendly), Airtable or a lightweight HubSpot free tier as the CRM, and Make to wire the automation between them. The database cleanup and segmentation by name, email, phone, website, and type I can handle before anything else gets set up. I've built similar lead-gen pipelines as part of SaaS MVPs — happy to share a walkthrough of how one was structured if that helps you compare. What's your timeline looking like? That'd help me size the WhatsApp piece too.
€750 EUR in 5 days
0.0
0.0

Hey there, I'm Vishal Maharaj, an Automation and AI specialist with 25 years of experience based in Perth, Australia. I understand the need for a professional outreach system for the 2,300 restaurant leads in your Excel file. I would approach this project by cleaning and organizing the database, segmenting leads, setting up email marketing automation, creating a cold email sequence, and implementing a basic CRM system. Let's discuss how we can streamline your outreach process effectively. Cheers, Vishal Maharaj
€500 EUR in 5 days
0.0
0.0

Hi, I’m Ben Jackson from Jetjams Technologies. We can help you set up a professional email automation system for your 2,300 restaurant leads, starting with email first and keeping WhatsApp as a compliant next step. We can provide: * Clean and organize your Excel database * Segment leads by name, email, phone, website, and business type * Set up email automation using tools like Brevo, Instantly, Mailshake, HubSpot, Zapier, or Make * Create cold email sequence with follow-ups * Set up basic CRM/lead tracking system * Prepare simple reporting so you can track replies and status * Provide a short guide/video so you can manage it later Recommended tools: Instantly or Brevo for outreach, HubSpot/Pipedrive for CRM, and Zapier/Make for automation. Estimated delivery time: 5–7 days depending on final setup and data condition. Best reasonable price: €450 EUR We are so much grateful to serve you and would be happy to build a clean, organized outreach system for your AI agency.
€450 EUR in 7 days
0.0
0.0

Hello, I have just read your job description carefully. I have experience with email outreach automation, lead database cleaning, CRM setup, Excel/CSV processing, cold email sequences, follow-up automation, WhatsApp workflows, Zapier, Make, HubSpot, Pipedrive, Brevo, and AI-assisted lead generation systems. I also have experience organizing large lead lists, setting up tracking pipelines, and creating simple documented workflows that clients can manage themselves afterward. I am eager to work on this project as it perfectly fits to my current skills and experience. I can help clean and segment the 2,300 restaurant leads, build the outreach workflow, configure automated follow-ups, and set up a CRM/tracking system with clear documentation and scalable structure for future WhatsApp expansion. Looking forward to hearing from you. Kind Regards. Lautaro
€450 EUR in 1 day
0.0
0.0

Hello I see you need a clean, organized outreach system for 2,300 restaurant leads with email automation and CRM setup. I’ve handled similar projects where I cleaned large databases, segmented leads by key fields, and built automated email sequences using tools like HubSpot and Zapier for seamless workflows. Here’s my approach: I’ll first clean and segment your Excel file, then set up an email automation workflow with follow-ups using HubSpot or Brevo based on your preference. I’ll also configure a simple CRM for tracking leads and provide you with a clear video guide so you can manage it easily. Once the email part is solid, we can expand to WhatsApp Business API if you want. I can deliver this within 5 days. Have you used any automation tools before or do you prefer one in particular? Best regards, AbdulHamid
€250 EUR in 7 days
0.0
0.0

Email & WhatsApp Outreach Automation for Restaurant Leads I can help you build a complete and organized outreach automation system for your restaurant lead database with focus on scalability, automation, and easy long-term management. First, I will clean and structure the Excel database by organizing restaurant names, emails, phone numbers, websites, categories, and lead status. Then I will segment the leads for targeted outreach and future automation workflows. For email automation, I can set up a cold outreach system using tools such as Instantly, Brevo, Mailshake, or HubSpot depending on your preferred workflow and sending volume. The system will include automated follow-up sequences, tracking, open/click monitoring, and lead status management. I can also create a simple CRM pipeline for tracking replies, interested leads, booked calls, and campaign performance. The setup will be organized so you can manage it easily after handoff. If needed, I can later expand the workflow into WhatsApp Business API automation with compliant message flows and trigger-based communication. You will receive the cleaned database, automation setup, outreach sequences, CRM structure, and a simple guide/video explaining the full workflow.
€500 EUR in 7 days
0.0
0.0

Hello There!!! ★★★★ (AI-driven email + WhatsApp automation system for restaurant lead outreach & CRM setup) ★★★★ Project understanding: I understand you have 2,300 restaurant leads and need a clean, structured database plus a full automated outreach system. This includes email sequences, follow-ups, CRM setup, and optional WhatsApp automation to manage and track conversions efficiently. ⚜ Excel cleaning & lead segmentation (restaurants database) ⚜ Email automation setup (Brevo / Instantly / Mailshake) ⚜ Cold email sequence + follow-up campaigns ⚜ CRM setup (HubSpot / Pipedrive) for tracking leads ⚜ Zapier / Make integration for workflow automation ⚜ Deliverability optimization & inbox setup ⚜ Optional WhatsApp Business API workflow I have exp in lead automation, CRM pipelines and marketing funnels for outreach campaigns. I focus on clean data structure, high deliverability and simple systems you can manage later without tech stress. My approach is data cleaning first, then automation setup, email sequence testing, CRM linking and final workflow documentation. Let’s connect and build a scalable outreach system. Warm Regards, Farhin B.
€500 EUR in 7 days
0.0
0.0

Spain
Member since Jul 25, 2013
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