Sales Funnel Automation Setup
Budget: $250 – $750 USD
The project involves building a fully-automated funnel inside Automate.io that walks prospects through three clearly-defined stages—Lead generation, Nurturing, and Conversion—without manual intervention on my end.
All triggers, actions, conditional paths, and error handling should live in Automate.io; if a use-case falls outside its native capabilities, I’m open to you suggesting a workaround (webhooks, custom API steps, or even Zapier/Integromat as a secondary layer) as long as the user experience remains seamless.
Deliverables
• A visual map of the proposed workflow showing each Lead generation, Nurturing, and Conversion step.
• Fully-built and tested Automate.io bots, named and documented for easy maintenance.
• A hand-off guide explaining key connections, variables, and how to add or edit steps in the future.
I’ll provide any necessary platform logins and sample data once we agree on the final flow.
All triggers, actions, conditional paths, and error handling should live in Automate.io; if a use-case falls outside its native capabilities, I’m open to you suggesting a workaround (webhooks, custom API steps, or even Zapier/Integromat as a secondary layer) as long as the user experience remains seamless.
Deliverables
• A visual map of the proposed workflow showing each Lead generation, Nurturing, and Conversion step.
• Fully-built and tested Automate.io bots, named and documented for easy maintenance.
• A hand-off guide explaining key connections, variables, and how to add or edit steps in the future.
I’ll provide any necessary platform logins and sample data once we agree on the final flow.