Reactivation / win-back campaign specialist — CRMs SMS & Email Campaigns

via Freelancer ·

Budget / Salary$250–750
TypeFreelance project
LocationRemote
Posted1 hour ago
Each client has several hundred former patients who haven't booked in over a year. For each
campaign you would:

— Pull the lapsed-client list inside the clinic's own software (typically Boulevard, Zenoti,
Mindbody, Vagaro, Aesthetic Record or PatientNow)
— Segment it by last treatment type — injectables, laser, skin/facials, body
— Build a three-message sequence: SMS + email on day one, one reminder three days later
— Set the stop rules: anyone who replies, books, or opts out drops out of the remaining
messages immediately
— Schedule the sends in batches of 150–200 per day, not all at once
— Test the full sequence end to end before it reaches a single patient
— Pull the results afterwards: sent, delivered, replies, appointments booked

I write the offer and approve every word of copy before anything is loaded or sent. You build,
test and operate the mechanics.

WHAT YOU WOULD NOT DO

— Write the offer or the marketing copy
— Contact my clients directly, in any channel
— Export, copy or store patient data anywhere outside the clinic's own system
— Press send on anything without my written approval

COMPLIANCE — PLEASE READ, THIS IS NOT BOILERPLATE

These are medical businesses and the data is patient data. You would be added as a named user
on the client's system with a restricted, marketing-level role, granted by the clinic itself —
never using my login, and never with access to patient clinical records. You would work under
a signed confidentiality agreement, and a business associate agreement where the clinic
requires one. Marketing SMS requires prior consent, opt-outs must be honoured immediately and
permanently, and penalties for getting this wrong are assessed per message. If that sounds
unfamiliar, this role isn't the right fit.

WHAT I'M LOOKING FOR

— Demonstrable experience with at least one of the platforms above
— Confident, specific understanding of SMS consent and opt-out handling
— Someone who tells me when a list is too small or a plan is a bad idea, rather than agreeing
internet marketing crm test automation email marketing compliance marketing strategy a/b testing gohighlevel
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