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I need an end-to-end referral engine that links local schools with real-estate agents, tracks deals, and turns every closed home sale into a $699 cash bonus for the school while we collect a 10 % success fee. Scope of work 1. Data acquisition • Scrape fresh contact lists from the three approved sources—school directories, real-estate listings, and relevant social-media profiles—then compile them into a clean CRM-ready file. 2. Outreach flow for schools • Build an email-only sequence that introduces the program, explains the $699 payout per qualified property lead, and guides administrators through sign-up. • Automate timing, personalisation, follow-ups, and opt-in handling. 3. Agent attraction campaign • Create persuasive digital stories—video testimonials, success-story articles, and supporting infographics—showing past wins and community impact. • Position the 15 % commission share so agents see clear value while understanding Knock Knock handles payouts to schools. 4. Prediction & forecasting • Use local market data to estimate annual home-sale volume tied to each school catchment and project how many $699 payouts a school could expect per year. 5. Tracking & reporting • Dashboard updated weekly summarising: data sources tapped, outreach sent, schools onboarded, agents enrolled, $699 deals signed, and cumulative revenue. • Exportable CSV or Google-Sheet format for transparency. Payment structure For every completed deal you facilitate, you retain 10 % of the $699 reward ($69) as a success fee; the balance flows automatically to the school. Deliverables • Scraped contact database • Automated email funnel (copy + tech setup) • Agent-facing content suite (videos, articles, infographics) • Forecast model with underlying assumptions • Live reporting dashboard with weekly updates If you’ve built similar lead-gen funnels or referral monetisation programs, let’s talk about timelines and the tech stack you prefer (HubSpot, Zapier, custom scripts, etc.).
Project ID: 40545137
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Active 3 days ago
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48 freelancers are bidding on average $35 NZD/hour for this job

Hello, we can do this job and also start work right now just give us one chance we will do our best, awaiting your answer, thank you..................
$15 NZD in 40 days
8.0
8.0

Hello I can build a complete referral engine, including compliant data collection, CRM-ready database, automated email outreach, agent marketing content, forecasting models, and a live reporting dashboard with HubSpot, Zapier, or custom automation. I have experience creating scalable lead-generation systems and can deliver a reliable, transparent solution tailored to your workflow. Regards Muhammad
$15 NZD in 40 days
6.0
6.0

I can build a scalable lead generation and referral automation system with web scraping, CRM-ready data pipelines, email workflows, forecasting dashboards, and automated reporting, delivering a reliable solution that streamlines school and agent onboarding from end to end
$10 NZD in 40 days
5.4
5.4

Hi there, we have recently completed a similar project and would love to share some references. Creating an end-to-end referral system like School Realty Referral sounds right up our alley, and we would love to exceed your expectations. We will efficiently scrape data from approved sources, set up tailored outreach flows for schools and agents, provide predictive insights, and offer transparent tracking. Our polished deliverables include a clean CRM-ready contact database, automated email funnel, compelling agent content suite, forecast model, and live reporting dashboard. Each project is treated with the utmost respect, ensuring a high-quality outcome. While we might be new to Freelancer, we have over 9 years of experience off-site. I truly appreciate you taking the time to review our proposal and would love to discuss this project more. Kind regards, Trichelle
$15 NZD in 14 days
5.5
5.5

Hello, I can design and build an end-to-end system that includes structured data acquisition pipelines, CRM-ready contact management, and compliant outreach automation workflows for both schools and agents. The solution will also include a scalable backend to track referrals, closed deals, and payouts, along with a live dashboard that provides weekly reporting on onboarding, engagement, and revenue performance. For forecasting, I can integrate local market datasets to model school catchment activity and estimate expected referral volume and payout projections with clear, transparent assumptions. I will recommend a stack such as Node.js with a database layer and a lightweight automation tool like HubSpot or custom email workflows depending on scale, ensuring the system remains flexible and legally compliant. Thanks
$15 NZD in 40 days
4.9
4.9

Hi, I can build your end-to-end referral system, including data collection from approved sources, automated email outreach, CRM integration, forecasting, and a live reporting dashboard. I have experience with lead generation, automation, and custom dashboards. Which CRM and email platform do you prefer (HubSpot, GoHighLevel, Mailchimp, or a custom solution)? Thanks
$10 NZD in 40 days
4.6
4.6

Lets chat, a free consultation and no obligation. I understand you need a clean, professional, and user-friendly solution for your "School Realty Referral System" project. My skills in PHP, Java, JavaScript are a perfect fit for this project. While I am new to freelancer.com, my extensive experience delivers integrated, automated solutions. Regards, Jason McLachlan
$10 NZD in 3 days
3.8
3.8

Hi, this fits well with lead-gen automation and referral tracking. Your real goal is not just scraping contacts, but creating a reliable system that finds schools/agents, moves them through outreach, tracks every referral, and makes the payout/revenue numbers transparent. I’d start by mapping the approved data sources, referral stages, and CRM fields first, because messy data and weak deal attribution are the biggest risks here. Then I’d build the scraping/cleanup flow, automated email follow-ups, forecast sheet/model, and a simple dashboard so you can see schools onboarded, agents enrolled, closed deals, and fees without manual chasing. I can help with the scraping, CRM-ready data structure, automation logic, and reporting workflow. Thanks!
$15 NZD in 40 days
3.8
3.8

Hello, I can help build a complete referral management solution, including contact data preparation, automated email workflows, CRM integration, reporting dashboards, and forecasting. I have experience with Microsoft Power Platform, Power BI, Power Automate, SharePoint, Excel, and workflow automation to create scalable, end-to-end business solutions. I can deliver automated outreach, lead tracking, interactive dashboards, and weekly reporting with export options, along with clear documentation and a maintainable solution. A few questions: 1. Which CRM platform are you currently using (HubSpot, Salesforce, Zoho, or another)? 2. Which approved data sources should be used for contact collection, and do you already have access to them? I am available to start immediately and would be happy to discuss the best implementation approach. Best Regards, Nidhi
$15 NZD in 40 days
3.5
3.5

Hi, I read through your project for School Realty Referral System. You need help with school realty referral system. I can build and deliver this efficiently based on the job requirements. This fits well with my experience in Email Marketing, Excel, and Lead Generation. I can take what you outlined and turn it into a clean final delivery, with attention to Email Marketing and Excel and the details in your brief. I will keep the implementation clean, practical, and aligned with your requested scope. Send me the details and I can start immediately.
$10 NZD in 30 days
3.3
3.3

Hi, I’m interested in supporting your referral program growth through lead generation and outreach operations. I have experience in B2B lead research, prospect database building, data organization, and spreadsheet/CRM tracking. I can help create clean, structured contact lists and support outreach workflows. I can assist with: Researching schools, real estate contacts, and relevant businesses Building CRM-ready prospect databases Organizing contact information and tracking outreach activity Supporting email campaign preparation and follow-up tracking Creating reporting dashboards using Google Sheets/Excel My strength is building organized systems, maintaining accurate data, and supporting repeatable outreach processes. I would be happy to help structure the lead generation and tracking side of this program. I would also like to understand the payment structure for the setup/research phase versus the success-fee component. Kind regards, Andri
$12 NZD in 40 days
3.3
3.3

A referral system only works when every part is measurable—schools, agents, and deals need to connect in one clean flow or payouts and attribution quickly become unreliable. Your model is strong because it ties a simple $699 school reward and a 10% fee to real estate activity, but the success depends heavily on clean data sourcing and strict tracking from first outreach to closed sale. I’ve worked with CRM-driven automation, outreach sequences, and data workflows where the key challenge is not generating leads, but keeping attribution accurate across multiple touchpoints. With the right setup, schools can be onboarded through automated email flows, agents engaged with clear value storytelling, and every closed deal properly logged into a live reporting dashboard. Before defining the stack, how are you currently planning to verify that a closed home sale is correctly matched back to the specific school and referral source? Best regards, Fizza Nadeem K
$12 NZD in 40 days
2.8
2.8

Hi There, I am excited about your project to create an end-to-end referral engine connecting local schools with real-estate agents. I understand that a streamlined process for data acquisition, outreach, and tracking is critical for ensuring schools benefit from the $699 cash bonus tied to home sales. With over 6 years of experience in Data Entry, Excel, Web Scraping, CRM, Leads, Email Marketing, Data Scraping, and Lead Generation, I am well-equipped to help you implement a successful referral engine tailored to your requirements. My comprehensive approach includes acquiring fresh contact lists, developing an engaging email outreach flow, crafting compelling digital content for agents, and establishing a reliable forecasting and reporting system to keep stakeholders informed. You can view my portfolio here: https://www.freelancer.com/u/haseebsidd07 I look forward to discussing your project further. Thanks, Abdul Haseeb Siddiqui
$15 NZD in 7 days
3.3
3.3

Dear Sir, I am thrilled to bid your project. I understand you need more than lead generation—you need a complete referral engine that acquires data, automates outreach, tracks referrals, forecasts results, and reports performance from one place. I can build a scalable workflow using a CRM, automation platform, and custom scripts to collect approved contact data, clean and organize it, automate personalized email sequences, and track every referral through to completion. I can also create the reporting dashboard with weekly KPIs, CSV/Google Sheets exports, and forecasting based on local market and catchment data using clearly documented assumptions. For the agent campaign, I can help structure landing pages, email content, success stories, infographics, and supporting assets that clearly explain the program and its value. The system will be modular, making it easy to expand with additional outreach channels or CRM integrations later. One important question: for the contact database, do you already have permission or licensed access to the approved data sources, or should the solution only collect publicly available information in compliance with each platform's terms and privacy regulations? I look forward to building a long-term, scalable referral platform with you. Sincerely, Adison
$15 NZD in 40 days
2.5
2.5

Hi, This is Jorge from IT GLOBAL SOLUTION LLC (FL, United States). I’ve built lead-generation and CRM-backed referral systems like what you’re describing, with workflows that connect sourced leads, automated email outreach, and deal tracking with weekly reporting. Your payout model ($699 per qualified property lead, with a 10% success fee for you) is clear and scalable. I’d implement a connected system: a Python scraping and normalization service pulls contacts from your three approved sources, standardizes fields (role/school admin, emails, catchment/location tags, and agent/property metadata), deduplicates, and exports a CRM-ready dataset into PostgreSQL. Authentication and data integrity would use role-based access for schools/admins and agents. Deals would follow a defined pipeline (qualified lead → contacted → agent enrolled → signed deal → payout status). For outreach, I’ll set up an email-only sequence using templates with per-recipient personalization, scheduled via a job queue and instrumented for open/click/reply plus opt-in compliance. Replies update CRM records automatically. The agent attraction content suite (video/article/infographic assets) will be stored and linked in the dashboard and tied to enrollment tracking. For forecasting, I’ll build a model that maps catchment geography to local sale volume using historical market inputs, then projects expected annual $699 payouts per school using explicit, reviewable assumptions.
$60 NZD in 40 days
2.6
2.6

If you want something built with perfection, I’d recommend building this as a custom CRM and automation platform instead of stitching together multiple tools. It’ll be easier to scale and automate the entire referral process. I’ve built CRM systems, real estate CRM, lead generation platforms, workflow automation, scraping solutions, and reporting dashboards. ✅ Contact scraping & CRM-ready database ✅ Automated email outreach & follow-ups ✅ Real estate referral workflow ✅ Agent & school onboarding ✅ Live dashboard with reports & forecasting ✅ Fully custom, scalable solution I can also show you a live demo of our Real Estate CRM to give you an idea of how the referral engine and tracking can work. I can start immediately. Thanks, Nikhil ✅ Preferred & Verified Freelancer | ⭐ 5 Star Rating | ✅ 100% Project Completion
$20 NZD in 40 days
1.9
1.9

Hi, I read the Knock Knock brief carefully. The piece that stands out is tying school catchments to real sales volume so the $699 payout doesn't feel theoretical to administrators. That forecast is what makes the program sell itself. For data acquisition, I'd run Python scrapers (Requests, BeautifulSoup, and Scrapy for the longer crawls) against the three approved sources, deduplicate, and hand you a CRM-ready CSV. I did a similar pull recently for a partnership project covering directory pages, listing sites, and public social profiles. For schools, an email-only sequence in HubSpot or Instantly with personalisation tokens, branching follow-ups, and clean opt-in handling. For agents, short testimonial videos, written success stories, and infographics positioned around the 15% share and the fact that Knock Knock handles payouts. The forecast model would tie catchment zones to recent sale counts and median turnover to project annual $699 events per school. Reporting flows into a Google Sheet dashboard refreshed weekly with sources tapped, outreach sent, schools onboarded, agents enrolled, deals signed, and cumulative revenue. Happy to discuss timelines and whether you'd prefer HubSpot, Zapier, or custom scripts. Best, Uche
$15 NZD in 40 days
1.6
1.6

Hey! Referral engine linking schools to real-estate agents with automated outreach, deal tracking, and a clean dashboard — solid concept, and the moving parts are well-defined. What I'd deliver: - Scraped and cleaned contact database from school directories, real-estate listings, and social profiles — CRM-ready format - Automated email sequence for schools — intro, $699 payout explanation, sign-up flow, follow-ups, and opt-in handling all wired up - Agent attraction content — success story articles and infographics positioning the commission share clearly (video testimonials can be templated for you to record or sourced) - Forecast model per school catchment using local market sale volume data with clear underlying assumptions - Weekly-updated dashboard covering outreach sent, schools onboarded, agents enrolled, deals closed, and cumulative revenue — exportable CSV or Google Sheets Stack I'd use: Apollo or Apify for scraping, Instantly or Mailchimp for email automation, Airtable or Google Sheets for the dashboard, with Zapier connecting the pieces. Happy to swap any component if you have existing tools. One question upfront — do you have the three approved scraping sources already identified, or do you need me to confirm those as part of scope?
$10 NZD in 40 days
0.8
0.8

I understand you need a referral engine to connect local schools with real estate agents, tracking deals and facilitating a $699 cash bonus per closed sale for schools, while you earn a 10% success fee. I've previously built a similar system that successfully onboarded 50+ partners and automated lead tracking, resulting in a 15% increase in referral conversions. My approach involves scraping contact lists from school directories, real estate listings, and social media profiles using Python with BeautifulSoup and Scrapy, then cleaning and structuring this data into a CSV file ready for import into a CRM like HubSpot. I will then implement an email-only outreach sequence using Mailchimp, detailing the program benefits and the $699 payout for qualified leads, followed by automated follow-ups and deal tracking features. What is the preferred method for verifying a "qualified property lead" before triggering the school bonus? Ready to start as soon as you confirm scope.
$20 NZD in 7 days
0.0
0.0

The difference between a good and great referral system is in automation and data-driven insights. I can build the web scraping module to gather contacts and set up an automated email funnel using Node.js and a CRM like HubSpot for smooth data management. I’ll deliver everything in 30 days, ensuring schools and agents are connected efficiently. Happy to share a few early ideas. Want me to put something together?
$11 NZD in 40 days
0.0
0.0

Christchurch, New Zealand
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Member since Feb 28, 2026
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