AI-Driven Business Process Automation
Budget: £250 – £750 GBP
I need a single, cohesive automation framework that lets idoabrooad.com run from first touch to paid customer without manual input. The core flow is:
• Source fresh, qualified leads automatically and feed them into a central CRM.
• Trigger personalised outreach to each lead—email, LinkedIn, or SMS—using dynamic copy that AI adjusts in real time.
• Offer self-service calendar links so prospects book meetings instantly; booked slots must appear on my Google Calendar and fire off confirmation reminders.
• Push every prospect through an email nurture sequence that supports copy text, embedded images, and video links, all hosted or streamed from the platform you choose.
• On conversion, take card or bank payments through a secure gateway (Stripe, PayPal, or similar) and log transactions back to the CRM for reporting.
You’re free to combine tools such as Zapier/Make, HubSpot, ActiveCampaign, Calendly, Stripe, OpenAI, or your preferred stack, as long as the end result is reliable, GDPR-compliant, and can be monitored from a single dashboard.
Acceptance criteria
– A live demo showing an unknown test lead travelling the entire journey to completed payment.
– Clear documentation of every integration, webhook, and AI prompt.
– Ability for me to edit email copy, swap images, or update videos without touching code.
– Error-handling logic with notifications if any step fails.
Once delivered, I expect minimal ongoing maintenance; everything, including future lead ingestion, outreach cadence, meeting scheduling, and payment capture, should run hands-free.
• Source fresh, qualified leads automatically and feed them into a central CRM.
• Trigger personalised outreach to each lead—email, LinkedIn, or SMS—using dynamic copy that AI adjusts in real time.
• Offer self-service calendar links so prospects book meetings instantly; booked slots must appear on my Google Calendar and fire off confirmation reminders.
• Push every prospect through an email nurture sequence that supports copy text, embedded images, and video links, all hosted or streamed from the platform you choose.
• On conversion, take card or bank payments through a secure gateway (Stripe, PayPal, or similar) and log transactions back to the CRM for reporting.
You’re free to combine tools such as Zapier/Make, HubSpot, ActiveCampaign, Calendly, Stripe, OpenAI, or your preferred stack, as long as the end result is reliable, GDPR-compliant, and can be monitored from a single dashboard.
Acceptance criteria
– A live demo showing an unknown test lead travelling the entire journey to completed payment.
– Clear documentation of every integration, webhook, and AI prompt.
– Ability for me to edit email copy, swap images, or update videos without touching code.
– Error-handling logic with notifications if any step fails.
Once delivered, I expect minimal ongoing maintenance; everything, including future lead ingestion, outreach cadence, meeting scheduling, and payment capture, should run hands-free.