Sales Funnel and Automation Expert Needed in Cybersecurity , IT and SaaS
Budget: $350 – $750 USD
We are seeking an experienced freelancer (or agency) with proven expertise in sales funnel creation, email automation, and marketing automation tools to design, implement, and optimize lead generation and conversion funnels for our three businesses:
Cybersecurity Compliance Services
A healthcare support platform launching soon
Managed Service Provider (MSP) using Keap CRM
The selected candidate will work collaboratively to implement tailored automation systems and sales funnels that capture leads, nurture prospects, and convert clients through clearly defined processes aligned with each brand’s goal.
PROJECT GOALS BY BUSINESS:
1. Cybersecurity Compliance Firm
Tools Provided: Apollo.io, HubSpot (Basic), Dripify, GoDaddy Website Builder : I will welcome recommendations.
Primary Objective: Capture qualified leads and convert to discovery calls or consultations.
Scope:
Map out a sales funnel targeting Health Care , Financial Industries, DoD contractors, small federal contractors, and law firms.
Segment leads via Apollo.io and build sequences to warm them up using Dripify.
Set up workflow: Apollo.io → Dripify → HubSpot (Hot leads only) → Booking link
Create automated emails (3-5 email series per funnel stage)
Integrate GoDaddy web forms with HubSpot for newsletter/download opt-ins
Ensure email warmup and deliverability best practices
Reporting dashboard setup
2. Launch-Stage Healthcare Platform
Platform Status: Launch pending
Primary Objective: Build buzz before launch, capture emails, attract both users (caregivers) and paid doctor subscribers.
Scope:
Recommend a full pre-launch sales funnel:
Landing Page → Lead Magnet → Waitlist → Nurture Sequence
Create separate flows for:
Parents/Caregivers interested in platform
Medical professionals interested in joining as paid members
Recommend and integrate email marketing platform (e.g., Mailchimp, ConvertKit, or other)
Set up lead capture forms integrated into waitlist page
Design email sequences:
Pre-launch welcome series
“Behind-the-scenes” launch journey
Countdown + launch-day announcement
Add optional viral referral incentive plugin to grow list
Suggest and set up analytics tools (e.g., Google Tag Manager, Hotjar)
3. Managed Services Company
Tool Provided: Keap (CRM & Marketing Automation)
Primary Objective: Generate qualified MSP leads and automate follow-up campaigns.
Scope:
Develop sales funnel for B2B IT services (managed IT, network security, cloud services)
Design and implement full Keap automation:
Lead capture forms
Email drip campaigns (welcome, nurture, offer, case study follow-up)
Tag-based segmentation (cold, warm, hot leads)
Lead scoring and pipeline stages
Set up automated appointment booking
Provide 2–3 downloadable lead magnets (checklists, guides)
Integrate with any external traffic source (e.g., LinkedIn, PPC)
Reporting automation via Keap’s dashboard
DELIVERABLES:
Complete sales funnel maps for each brand (visual flowcharts)
Platform-specific automation workflows (set up and test)
Custom email sequences for all funnels (copy + automations)
CRM integration and data syncing across tools
Onboarding documentation for handoff
Weekly progress updates and final implementation report
SKILLS REQUIRED:
Sales Funnel Design
Marketing Automation (Keap, HubSpot, Apollo, Dripify, etc.)
Email Copywriting
Lead Generation Strategy
CRM Setup & Workflow Automation
Landing Page Optimization (preferably experience with GoDaddy and no-code builders)
PROJECT TIMELINE:
Estimated Duration:
Kickoff: Immediate
Weekly Check-Ins: Yes
Final Handoff & Testing:
I will Need to See:
Portfolio or examples of past funnels and automation work
Tools you recommend
Cybersecurity Compliance Services
A healthcare support platform launching soon
Managed Service Provider (MSP) using Keap CRM
The selected candidate will work collaboratively to implement tailored automation systems and sales funnels that capture leads, nurture prospects, and convert clients through clearly defined processes aligned with each brand’s goal.
PROJECT GOALS BY BUSINESS:
1. Cybersecurity Compliance Firm
Tools Provided: Apollo.io, HubSpot (Basic), Dripify, GoDaddy Website Builder : I will welcome recommendations.
Primary Objective: Capture qualified leads and convert to discovery calls or consultations.
Scope:
Map out a sales funnel targeting Health Care , Financial Industries, DoD contractors, small federal contractors, and law firms.
Segment leads via Apollo.io and build sequences to warm them up using Dripify.
Set up workflow: Apollo.io → Dripify → HubSpot (Hot leads only) → Booking link
Create automated emails (3-5 email series per funnel stage)
Integrate GoDaddy web forms with HubSpot for newsletter/download opt-ins
Ensure email warmup and deliverability best practices
Reporting dashboard setup
2. Launch-Stage Healthcare Platform
Platform Status: Launch pending
Primary Objective: Build buzz before launch, capture emails, attract both users (caregivers) and paid doctor subscribers.
Scope:
Recommend a full pre-launch sales funnel:
Landing Page → Lead Magnet → Waitlist → Nurture Sequence
Create separate flows for:
Parents/Caregivers interested in platform
Medical professionals interested in joining as paid members
Recommend and integrate email marketing platform (e.g., Mailchimp, ConvertKit, or other)
Set up lead capture forms integrated into waitlist page
Design email sequences:
Pre-launch welcome series
“Behind-the-scenes” launch journey
Countdown + launch-day announcement
Add optional viral referral incentive plugin to grow list
Suggest and set up analytics tools (e.g., Google Tag Manager, Hotjar)
3. Managed Services Company
Tool Provided: Keap (CRM & Marketing Automation)
Primary Objective: Generate qualified MSP leads and automate follow-up campaigns.
Scope:
Develop sales funnel for B2B IT services (managed IT, network security, cloud services)
Design and implement full Keap automation:
Lead capture forms
Email drip campaigns (welcome, nurture, offer, case study follow-up)
Tag-based segmentation (cold, warm, hot leads)
Lead scoring and pipeline stages
Set up automated appointment booking
Provide 2–3 downloadable lead magnets (checklists, guides)
Integrate with any external traffic source (e.g., LinkedIn, PPC)
Reporting automation via Keap’s dashboard
DELIVERABLES:
Complete sales funnel maps for each brand (visual flowcharts)
Platform-specific automation workflows (set up and test)
Custom email sequences for all funnels (copy + automations)
CRM integration and data syncing across tools
Onboarding documentation for handoff
Weekly progress updates and final implementation report
SKILLS REQUIRED:
Sales Funnel Design
Marketing Automation (Keap, HubSpot, Apollo, Dripify, etc.)
Email Copywriting
Lead Generation Strategy
CRM Setup & Workflow Automation
Landing Page Optimization (preferably experience with GoDaddy and no-code builders)
PROJECT TIMELINE:
Estimated Duration:
Kickoff: Immediate
Weekly Check-Ins: Yes
Final Handoff & Testing:
I will Need to See:
Portfolio or examples of past funnels and automation work
Tools you recommend