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**Title:** CRM & Marketing Automation Specialist (Leadzilla) for Construction Company – Client Journey & Workflow Setup **Overview** We are a UK-based construction company specialising in high-end residential renovations, bathrooms, and bespoke home projects. We use **Leadzilla as our CRM and lead management platform**, and we are looking for an experienced **automation specialist** to help us design and implement a **clean, efficient client journey system**. The goal is to create a professional workflow from **initial enquiry → qualified lead → site visit → proposal → project onboarding**. This project will involve building the automation structure and helping refine the workflow. --- **Our Current Stack** * Leadzilla (CRM and pipeline management) * Dropbox (project file storage) * Xero (accounting) * Website enquiry forms --- **What We Need Built** 1. **Lead Capture & Pipeline Setup** * Lead intake forms * Pipeline stages (Lead → Qualified → Site Visit → Estimate → Won / Lost) 2. **Automation Workflows** * Automatic follow-ups * appointment confirmations * lead nurturing sequences 3. **Client Onboarding Automation** When a project is won: * trigger onboarding workflow * create project folder structure in Dropbox * send welcome email to client * create contact in Xero 4. **Internal Workflow** * tasks for team members * reminders for follow-ups * site visit scheduling 5. **Completion Workflow** * request Google review * request testimonial * referral follow-up --- **Ideal Candidate** We are looking for someone who has experience with: * Leadzilla or GoHighLevel-style CRM systems * Marketing automation and workflow design * Zapier or Make automation * CRM pipeline architecture * Small business / contractor workflows Experience with **construction or property businesses** would be a big advantage. --- **Project Goals** Create a **simple but powerful CRM system** that: * captures all enquiries * ensures no leads are missed * automates follow-ups * organises projects from the start * reduces admin time --- **Deliverables** * Fully configured CRM pipeline * automation workflows * onboarding automation * documentation explaining how the system works --- **Engagement** Initial project to set up the system, with potential **ongoing monthly support** if the relationship works well. --- **Location** Remote. English speaking required. --- **To Apply** Please include: 1. Examples of CRM / automation systems you have built 2. Platforms you specialise in (Leadzilla / GoHighLevel / Zapier etc) 3. Brief explanation of how you would approach this project
ID do Projeto: 40290134
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As an experienced software developer with a portfolio spanning over two decades, I am well-versed in constructing complex systems that align with diverse business models. Your project requirements of building a robust client journey and workflow architecture are right up my alley. My knowledge of CRM platforms including Leadzilla and other automation tools like Zapier, matched with my proficiency in PHP, will allow me to create a tailored solution for managing your leads from the initial enquiry stage to project completion. Furthermore, my adaptability has been proven through my expertise in various industries, including your specialized field of construction and property. This unique experience renders me capable of understanding your specific needs better and implementing an effective system that fits perfectly with your workflows. My excellent communication skills allow for smooth collaboration- a quality that is paramount in remote work situations. I aim to deliver first-class coding complemented by comprehensive documentation to ensure maximum clarity and easy navigation through the system. I am committed to extending long-term support, as needed, thereby guaranteeing a continuous enhancement of your CRM processes post-delivery. In hiring me, you are securing a pro-active and honest partner who values client satisfaction above all else.
£20 GBP em 40 dias
8,8
8,8

Hi, This is exactly the type of CRM automation system I build. I previously developed SmartEngage, a CRM and automation platform designed to manage the full client journey from lead capture to nurturing, pipeline management, onboarding, and post project follow-ups. The structure is very similar to what you’re describing: enquiry → qualified lead → appointment/site visit → proposal → onboarding → completion follow ups. For your setup, I would structure the system around: • A Lead pipeline in Leadzilla that captures website enquiries and moves them through Qualified → Site Visit → Estimate → Won/Lost • Automation workflows for follow ups, appointment confirmations, and lead nurturing so no enquiry is missed • Project onboarding automation when a deal is won, including Dropbox folder creation, welcome emails, and Xero contact creation • Internal task workflows for team reminders and scheduling site visits • Completion automation to request Google reviews, testimonials, and referrals I’m also comfortable working with Leadzilla / GoHighLevel style CRMs, Zapier/Make integrations, and workflow architecture for service businesses. Happy to walk through how I would structure the pipeline and automations for your renovation workflow. Best,
£20 GBP em 40 dias
7,9
7,9

Hi there, Regarding your project, I've noticed that many overlook the importance of optimizing code performance to ensure smooth execution under heavy loads. My approach not only addresses this but also enhances the system's responsiveness to deliver optimal results. In a recent project, I improved a client's application load time by 40%, which significantly boosted user engagement. I include 30 days of post-deployment bug-fixing, at no extra charge. How will you handle data synchronization across multiple platforms? Let's discuss this further.
£10 GBP em 40 dias
5,6
5,6

Hi, My team and I just reviewed your project scope. We see a critical need to architect a robust backend that can effortlessly scale with user demand. Our backend lead is skilled in optimizing systems to handle increasing loads without hiccups. This project needs a solution that anticipates growth, and we've got the expertise to deliver. Recently, our devs completed a complex e-commerce platform using Node.js and React that now supports over 100,000 active users daily. The project involved seamlessly integrating real-time analytics, ensuring data integrity and performance at scale. I'll be your direct technical point of contact, and we'll set up a staging environment to keep you in the loop at every step. Our collaboration will be transparent and efficient. What specific challenges do you foresee in aligning your business logic with future technological advancements? Let's explore this together.
£10 GBP em 40 dias
5,5
5,5

Hello, I’m excited about the opportunity to design and implement a streamlined CRM and automation system in Leadzilla for your construction client journey. With experience building CRM pipelines and marketing automation using platforms like GoHighLevel, Zapier, and similar workflow tools, I can structure a clear lead flow from enquiry through site visit, proposal, and project onboarding. I’ll implement automated follow-ups, appointment confirmations, Dropbox project folder creation, and Xero contact creation so the process runs smoothly with minimal manual work. You can expect a clean, easy-to-manage pipeline with documented workflows that ensure no leads are missed and your team can operate the system confidently. Best regards, Juan.
£13 GBP em 40 dias
4,9
4,9

With over a decade of experience as a software engineer, I can confidently say I have the technical skills required to build your CRM system on Leadzilla. I specialize in not just CRM, but marketing automation and workflow design as well. In addition, I'm proficient in tools like Zapier and Make Automation which will be crucial for setting up automatic follow-ups, nurturing lead sequences and ensuring client onboarding process is swift and organised. My proficiency in PHP and website design also ensures a seamless integration between your website's enquiry forms and the chosen CRM. My background doesn't just end with technical skills - I have extensive experience working with small business workflows including that of contractors. This puts me in a unique position to understand exactly what you need from this CRM setup. Moreover, though not explicitly stated, my adaptability in using similar CRM platforms like GoHighLevel will be valuable during the project.
£13 GBP em 40 dias
4,3
4,3

Hi, I see you're looking to streamline your client journey and automate workflows within Leadzilla for your construction business. It sounds like a great opportunity to build a system that not only manages leads but also handles onboarding and follow-ups seamlessly. You need a CRM setup that captures leads through enquiry forms, moves them cleanly through pipeline stages, and triggers automation like Dropbox folder creation and Xero contact setup when projects are won. I understand you want to reduce admin time while ensuring no lead falls through the cracks, including task reminders and review requests at project completion. I have built similar systems using GoHighLevel and Zapier where I integrated CRM pipelines with cloud storage and accounting tools, automating client onboarding and follow-up sequences. This hands-on experience with lead nurturing, appointment confirmations, and workflow documentation directly matches your requirements for a clean, efficient process tailored to contractor workflows. I can complete the initial setup and automation workflows within 7 days, ensuring thorough documentation is included. I’m ready to discuss your specific needs and start building a system that fits your business perfectly.
£11 GBP em 7 dias
2,9
2,9

Hello, I hope you're doing well. I understand you're looking for an automation specialist to create an efficient client journey using Leadzilla for your construction company. This is a critical project as a streamlined workflow ensures no lead is overlooked while enhancing client satisfaction. My expertise in CRM systems, particularly with Leadzilla, positions me well to design your lead capture and pipeline setup. I plan to create a robust structure, automating every stage from initial enquiry to project onboarding, including necessary follow-ups and internal workflows. I’ll also ensure timely reminders and document organization, reducing admin time significantly. With a focus on construction workflows, I aim to deliver a fully configured system efficiently. I’m keen to understand your specific needs regarding automation sequences and internal task management. I'd like to have a chat with you at least so I can demonstrate my abilities and prove that I'm the best fit for this project. Warm regards, Natan.
£18 GBP em 13 dias
0,0
0,0

Exeter, United Kingdom
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