Personal Injury Leads CRM
Budget / SalaryHourly project
TypeFreelance project
LocationRemote
Posted1 hour ago
I need a steady flow of qualified personal-injury leads routed into an online Customer Relationship Management system. The CRM must automatically send follow-up emails or texts the moment a prospect arrives, then continue nurturing that contact on a preset schedule so no opportunity slips through the cracks.
Here’s the workflow I have in mind:
• You generate or supply exclusive personal-injury leads in real time.
• Those leads land in a cloud-based CRM—HubSpot, Zoho, Clio Grow, or a comparable platform you recommend.
• An automated follow-up sequence (email/SMS) welcomes the prospect, collects any missing intake details, and alerts my team for priority cases.
At this stage automated follow-ups are the only mandatory CRM feature, but if your preferred platform also offers lead scoring or easy integrations I’m open to hearing how that could improve conversions.
Deliverables
1. A functioning lead delivery pipeline pointed at the chosen CRM.
2. A fully tested follow-up automation with copy I can edit later.
3. A brief hand-off document or screen-share showing me how to monitor, pause, or tweak the sequence.
You’ll have direct access to me for quick decisions on copy, timing, and any landing-page tweaks needed to keep the leads flowing smoothly.
Here’s the workflow I have in mind:
• You generate or supply exclusive personal-injury leads in real time.
• Those leads land in a cloud-based CRM—HubSpot, Zoho, Clio Grow, or a comparable platform you recommend.
• An automated follow-up sequence (email/SMS) welcomes the prospect, collects any missing intake details, and alerts my team for priority cases.
At this stage automated follow-ups are the only mandatory CRM feature, but if your preferred platform also offers lead scoring or easy integrations I’m open to hearing how that could improve conversions.
Deliverables
1. A functioning lead delivery pipeline pointed at the chosen CRM.
2. A fully tested follow-up automation with copy I can edit later.
3. A brief hand-off document or screen-share showing me how to monitor, pause, or tweak the sequence.
You’ll have direct access to me for quick decisions on copy, timing, and any landing-page tweaks needed to keep the leads flowing smoothly.
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