ActiveCampaign Automation & Content Build

CRM & ActiveCampaign Automation Strategy Brief
Overview
A men’s personal development company is seeking an experienced ActiveCampaign CRM strategist and automation specialist to design, implement, and deliver a complete CRM and marketing automation framework.

The goal is to create a structured customer journey, intelligent segmentation, and automated communication system that reflects the company’s mission to support men in their personal growth and transformation — while ensuring measurable impact through defined KPIs and growth tracking.

The consultant will map, build, and test the CRM strategy, create automations and segmentation, develop growth KPIs, and present the final system to the leadership team in Miro and PowerPoint.
Objectives
• Develop a CRM and automation strategy aligned with the company’s brand and audience.
• Implement automations and customer flows in ActiveCampaign to support the customer journey.
• Design a KPI and tracking framework to measure growth, conversion, and retention performance.
• Segment current and future customers to enable personalized and targeted communication.
• Present the full strategy, flow architecture, and expected growth trajectory in Miro and PowerPoint.
Scope of Work

1. Discovery & Strategy
- Review offerings, customer types, and key touchpoints.
- Audit existing CRM data and customer sources.
- Design CRM hierarchy: pipelines, tags, custom fields, segmentation logic.
- Define KPIs – conversion rate, engagement rate, reactivation rate, revenue per automation.
- Establish growth trajectory targets (3-, 6-, 12-month goals).

2. Flow Mapping & KPI Integration
- Create visual maps of automations.
- Integrate KPI checkpoints into flow logic.
- Document structure and naming conventions.
- Present flow maps in Miro for review.

3. ActiveCampaign Setup
- Build and test automations.
- Configure tracking (site tracking, goal conversions, tags).
- Create KPI dashboards or reports.
- Integrate website, calendar, and payment systems.

4. Segmentation & Messaging
- Segment audience: new leads, active clients, alumni.
- Create messaging framework per segment.
- Build reactivation and retention sequences.

5. KPI Review, Handover & Presentation
- Summarize flows, segmentation, and KPI setup.
- Prepare and deliver PowerPoint and Miro presentation.
- Demonstrate system and expected revenue trajectory.
- Conduct live walkthrough with the team.



Deliverables
• Written CRM & Automation Strategy document (PDF or Google Doc)
• KPI & Growth Tracking Framework (Excel/Sheets or ActiveCampaign dashboards)
• Flow Map in Miro
• PowerPoint Presentation summarizing strategy, KPIs, and revenue trajectory
• Fully implemented ActiveCampaign setup (automations, tagging, tracking)
• Documentation Pack (naming conventions, tag architecture, reporting guide)
• Team Training / Handover Session
Key Performance Indicators (KPIs)
• Lead-to-customer conversion rate
• Email engagement rate (open, click, goal conversion)
• Automation conversion percentage per funnel
• Reactivation/retention rate for inactive clients
• Average revenue per contact and per customer
• Monthly growth target trajectory (3, 6, and 12 months)
Required Skills
• Proven experience in ActiveCampaign CRM strategy and implementation
• Expertise in sales funnel automation and lifecycle marketing
• Experience setting up tracking, goal conversions, and dashboards
• Ability to create visual maps in Miro and present in PowerPoint
• Strong communication and presentation skills

Timeline
• Duration: 2 weeks
• Deliverables: Completed system + Miro + PowerPoint presentation

Tone & Brand Context
- The company’s brand values are rooted in purpose, authenticity, and transformation.
The CRM and automation strategy should:
• Build genuine, value-based relationships with men at every stage of their journey
• Balance automation with personal connection
• Translate engagement and impact into measurable business growth

Requirements
- Very strong background and user of ActiveCampaign
- English native speaker.
- CET timezone.

Next steps
- Provide some details on your background.
- Goals you can have achieved with ActiveCampaign to
- A quote to develop the above in 2 weeks. In case we feel a strong match we are happy to look at ongoing work together where you optimise and drive what you have set up.
- A video call