Automation Specialist for Construction CRM Setup
Budget: £10 – £15 GBP
**Title:**
CRM & Marketing Automation Specialist (Leadzilla) for Construction Company – Client Journey & Workflow Setup
**Overview**
We are a UK-based construction company specialising in high-end residential renovations, bathrooms, and bespoke home projects.
We use **Leadzilla as our CRM and lead management platform**, and we are looking for an experienced **automation specialist** to help us design and implement a **clean, efficient client journey system**.
The goal is to create a professional workflow from **initial enquiry → qualified lead → site visit → proposal → project onboarding**.
This project will involve building the automation structure and helping refine the workflow.
---
**Our Current Stack**
* Leadzilla (CRM and pipeline management)
* Dropbox (project file storage)
* Xero (accounting)
* Website enquiry forms
---
**What We Need Built**
1. **Lead Capture & Pipeline Setup**
* Lead intake forms
* Pipeline stages (Lead → Qualified → Site Visit → Estimate → Won / Lost)
2. **Automation Workflows**
* Automatic follow-ups
* appointment confirmations
* lead nurturing sequences
3. **Client Onboarding Automation**
When a project is won:
* trigger onboarding workflow
* create project folder structure in Dropbox
* send welcome email to client
* create contact in Xero
4. **Internal Workflow**
* tasks for team members
* reminders for follow-ups
* site visit scheduling
5. **Completion Workflow**
* request Google review
* request testimonial
* referral follow-up
---
**Ideal Candidate**
We are looking for someone who has experience with:
* Leadzilla or GoHighLevel-style CRM systems
* Marketing automation and workflow design
* Zapier or Make automation
* CRM pipeline architecture
* Small business / contractor workflows
Experience with **construction or property businesses** would be a big advantage.
---
**Project Goals**
Create a **simple but powerful CRM system** that:
* captures all enquiries
* ensures no leads are missed
* automates follow-ups
* organises projects from the start
* reduces admin time
---
**Deliverables**
* Fully configured CRM pipeline
* automation workflows
* onboarding automation
* documentation explaining how the system works
---
**Engagement**
Initial project to set up the system, with potential **ongoing monthly support** if the relationship works well.
---
**Location**
Remote. English speaking required.
---
**To Apply**
Please include:
1. Examples of CRM / automation systems you have built
2. Platforms you specialise in (Leadzilla / GoHighLevel / Zapier etc)
3. Brief explanation of how you would approach this project
CRM & Marketing Automation Specialist (Leadzilla) for Construction Company – Client Journey & Workflow Setup
**Overview**
We are a UK-based construction company specialising in high-end residential renovations, bathrooms, and bespoke home projects.
We use **Leadzilla as our CRM and lead management platform**, and we are looking for an experienced **automation specialist** to help us design and implement a **clean, efficient client journey system**.
The goal is to create a professional workflow from **initial enquiry → qualified lead → site visit → proposal → project onboarding**.
This project will involve building the automation structure and helping refine the workflow.
---
**Our Current Stack**
* Leadzilla (CRM and pipeline management)
* Dropbox (project file storage)
* Xero (accounting)
* Website enquiry forms
---
**What We Need Built**
1. **Lead Capture & Pipeline Setup**
* Lead intake forms
* Pipeline stages (Lead → Qualified → Site Visit → Estimate → Won / Lost)
2. **Automation Workflows**
* Automatic follow-ups
* appointment confirmations
* lead nurturing sequences
3. **Client Onboarding Automation**
When a project is won:
* trigger onboarding workflow
* create project folder structure in Dropbox
* send welcome email to client
* create contact in Xero
4. **Internal Workflow**
* tasks for team members
* reminders for follow-ups
* site visit scheduling
5. **Completion Workflow**
* request Google review
* request testimonial
* referral follow-up
---
**Ideal Candidate**
We are looking for someone who has experience with:
* Leadzilla or GoHighLevel-style CRM systems
* Marketing automation and workflow design
* Zapier or Make automation
* CRM pipeline architecture
* Small business / contractor workflows
Experience with **construction or property businesses** would be a big advantage.
---
**Project Goals**
Create a **simple but powerful CRM system** that:
* captures all enquiries
* ensures no leads are missed
* automates follow-ups
* organises projects from the start
* reduces admin time
---
**Deliverables**
* Fully configured CRM pipeline
* automation workflows
* onboarding automation
* documentation explaining how the system works
---
**Engagement**
Initial project to set up the system, with potential **ongoing monthly support** if the relationship works well.
---
**Location**
Remote. English speaking required.
---
**To Apply**
Please include:
1. Examples of CRM / automation systems you have built
2. Platforms you specialise in (Leadzilla / GoHighLevel / Zapier etc)
3. Brief explanation of how you would approach this project