Total Business Process Automation Specialist Required

Business Automation Specialist Needed — End-to-End Automation for Distribution Business

I run a B2B distribution business for laptops/electronics, and I am looking for an experienced Business Automation / AI Automation Specialist who can help me automate as much of the business as realistically possible.

I am not looking for someone to automate just one task. I want someone who can understand the entire business workflow and design an integrated automation system covering sales, lead generation, marketing, customer management, administration, reporting, follow-ups, collections, and internal operations.

What I Want to Build

The goal is to create a system where routine work is automated and I can manage the business from a central dashboard.

1. Lead Generation & Lead Management

* Find and collect potential retailers/dealers/distributors from different sources
* Maintain a centralized lead database
* Automatically categorize leads by location, business type, potential, etc.
* Lead scoring and prioritization
* Automatically assign leads to salespeople
* Track every interaction with each lead
* Follow-up reminders and automated follow-ups
* Identify leads that have gone cold
* Convert leads into customers automatically through defined workflows

2. Sales Automation

* Track enquiries and quotations
* Generate quotations automatically
* Product/catalogue management
* Check product availability/inventory
* Track orders from enquiry → quotation → order → billing → payment
* Automated WhatsApp/email notifications
* Follow-up automation for pending orders
* Salesperson performance tracking
* Daily/weekly/monthly sales reports
* Customer-wise and product-wise sales analysis
* Identify high-potential customers

3. Customer/Dealer CRM

I want a proper CRM system for every dealer/customer containing:

* Contact details
* Location
* Business type
* Credit limit
* Outstanding amount
* Payment history
* Purchase history
* Products purchased
* Last interaction
* Next follow-up
* Sales potential
* Customer rating/category
* Risk level

The system should give me a 360° view of every customer.

4. Marketing Automation

* WhatsApp marketing workflows
* Email marketing
* Product launch campaigns
* New stock announcements
* Price updates
* Promotional campaigns
* Customer segmentation
* Automated follow-ups
* Re-engagement campaigns for inactive dealers
* Birthday/occasion messages where appropriate
* Track campaign performance

5. Admin Automation

I have many repetitive administrative tasks that I want to reduce significantly.

Examples:

* Data entry
* Form filling
* Creating reports
* Updating spreadsheets
* Generating documents
* Invoice/order-related workflows
* Maintaining customer records
* Internal task assignment
* Meeting scheduling
* Reminders
* Daily/weekly management reports
* Document organization
* Approval workflows

Where possible, the system should automatically extract information from emails, WhatsApp messages, invoices, PDFs, Excel files, etc.

6. Payment & Credit Management

This is particularly important for a distribution business.

I want automation for:

* Outstanding payment tracking
* Payment due-date reminders
* Automated customer reminders
* Overdue payment alerts
* Customer credit-limit monitoring
* Alerts when a customer exceeds predefined limits
* Customer credit-risk categorization
* Collection follow-up lists
* Daily outstanding report
* Ageing analysis
* Escalation when payments become overdue

7. Inventory & Product Automation

Where technically possible:

* Inventory tracking
* Stock alerts
* Low-stock notifications
* Product-wise sales velocity
* Slow-moving inventory identification
* Product availability updates to sales team
* Automatic sharing of updated product lists/prices
* Sales forecasting

8. Management Dashboard

I want a simple dashboard where I can see the entire business at a glance.

For example:

Sales

* Today’s sales
* MTD sales
* Sales target vs achievement
* Salesperson performance
* Product-wise sales

Customers

* New customers
* Active customers
* Inactive customers
* Top customers
* Potential customers

Receivables

* Total outstanding
* Overdue amount
* Customer-wise outstanding
* Ageing

Operations

* Pending orders
* Pending quotations
* Pending follow-ups
* Pending collections
* Important tasks

The dashboard should ideally be accessible from both computer and mobile.

AI Automation

I am also interested in using AI wherever it genuinely makes sense.

For example:

* AI-based lead qualification
* AI-generated customer follow-ups
* AI-assisted sales messages
* Automatic summarization of customer conversations
* Extracting information from documents
* AI sales insights
* Predicting which customers are likely to purchase
* Identifying customers who need follow-up
* AI assistant that can answer questions about my business data

For example, I should eventually be able to ask:

“Which customers haven’t purchased in the last 60 days but previously purchased regularly?”

or

“Show me all customers with more than ₹2 lakh outstanding and payments overdue by more than 15 days.”

or

“Which leads should my sales team call today?”

and get an immediate answer.

Important Requirement

I do not want someone to simply connect a few Zapier/Make workflows and call the project complete.

I want someone who can first understand my business, map the workflows, identify repetitive processes, and then build the automation architecture.

You should be comfortable recommending the right combination of tools such as:

* CRM
* ERP/accounting software
* Google Sheets/Excel
* WhatsApp Business/API
* Email
* Make/Zapier/n8n
* AI/LLM APIs
* Dashboards
* Databases
* OCR/document automation
* Custom software where required

I am open to changing tools if you can demonstrate that there is a better solution.

What I Expect From You

The ideal freelancer should:

* Have strong experience in business process automation
* Have built automation systems for SMEs/distributors/wholesalers/retail businesses
* Understand CRM, sales and lead-management workflows
* Have experience with APIs and integrations
* Understand AI automation
* Be comfortable with WhatsApp/email automation
* Be able to work with Excel/Google Sheets/databases
* Be able to build dashboards
* Think about scalability, reliability and data security
* Be able to explain technical concepts in simple business terms

Project Approach

I would prefer this to be done in phases:

Phase 1 — Business Audit

* Understand my current business processes
* Identify repetitive tasks
* Identify bottlenecks
* Identify automation opportunities

Phase 2 — Automation Blueprint

* Design the complete system
* Recommend tools/software
* Define workflows
* Define database/CRM structure
* Provide implementation roadmap

Phase 3 — Implementation

* Build the core CRM/automation system
* Integrate required platforms
* Build dashboards
* Build AI workflows
* Test everything

Phase 4 — Optimization

* Monitor the system
* Fix issues
* Improve workflows
* Add additional automations

Deliverables

I expect:

1. Complete business-process map
2. Automation roadmap
3. CRM/lead management system
4. Sales automation
5. Marketing automation
6. Admin automation
7. Payment/collection automation
8. Reporting/dashboard system
9. AI automation where appropriate
10. Documentation of the entire system
11. Training/handover
12. Ongoing support if required

When Applying

Please do not send a generic proposal.

In your proposal, please answer:

1. What similar business automation systems have you built?
2. Have you worked with distribution/wholesale businesses?
3. What technology stack would you recommend for my business and why?
4. What processes would you automate first?
5. Give me an approximate timeline for Phase 1 and the full implementation.
6. Give me an estimated budget/range.
7. Provide 2–3 examples of relevant projects you have completed.
8. What would you need from me to start?
9. How would you make sure the system can scale as the business grows?

Important: I am looking for a long-term automation partner, not just a freelancer who completes a few individual tasks.

If you are genuinely experienced in AI + business automation + CRM + sales operations + admin please apply.

I am willing to start with a paid business-process audit/strategy phase before proceeding with the full implementation.