Industrial Website with CRM & Marketing Automation

# SCOPE OF WORK (SOW)

## Website Development, Email Setup, CRM & Marketing Automation



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## 1. PROJECT OVERVIEW

Design, develop, deploy, and maintain a professional industrial website with integrated enquiry capture, WhatsApp automation, CRM system, and marketing tools for lead generation.

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## 2. WEBSITE DEVELOPMENT

### 2.1 Platform

* WordPress (preferred) OR modern frontend (React/Next.js)
* Mobile responsive design
* Fast loading (optimized for performance)

### 2.2 Pages Required

* Home
* About Us
* Services (Hot Dip Galvanizing)
* Infrastructure / Plant
* Quality
* Contact / Enquiry

### 2.3 Content Integration

Include:

* Company intro (Established 2007)
* Sectors served (Power, Infra, Industrial, etc.)
* Capacity: 12,000 MT/year
* Kettle size: 4.5m x 0.8m x 1.3m
* Equipment details
* Manpower & quality processes

### 2.4 Visuals

* Integration of real plant photos & videos
* Image optimization
* Professional layout using Elementor or equivalent

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## 3. LEAD CAPTURE SYSTEM

### 3.1 Website Forms

* Name, Phone, Email, Requirement, Quantity
* Form submissions stored in backend
* Email notification on enquiry

### 3.2 WhatsApp Integration

* Click-to-Chat buttons across website
* Auto-filled enquiry message from form
* Sticky WhatsApp button

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## 4. CRM SYSTEM (MANDATORY)

### 4.1 Features

* Central dashboard for all enquiries
* Lead capture from:

* Website forms
* WhatsApp enquiries
* Lead status tracking:

* New / Contacted / Quoted / Converted

### 4.2 Data Management

* Customer database
* Search & filter leads
* Export (Excel/CSV)

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## 5. EMAIL SETUP

### 5.1 Platform

Use Google Workspace

### 5.2 Configuration

* Domain email setup:


* DNS (MX, SPF, DKIM) configuration
* Email deliverability optimization

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## 6. MARKETING & AUTOMATION TOOLS

### 6.1 WhatsApp Marketing

* Bulk WhatsApp messaging system
* Template-based messaging
* Lead follow-up automation

### 6.2 Lead Generation Tools

* Landing pages for campaigns
* Integration with Google Ads / Meta Ads
* Tracking via Google Analytics

### 6.3 SEO Setup

* Basic on-page SEO
* Keywords: “Hot dip galvanizing Pune”, etc.
* Meta tags & sitemap

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## 7. PERFORMANCE & SECURITY

* SSL installation
* Page speed optimization
* Basic security hardening
* Backup system

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## 8. MAINTENANCE (MONTHLY)

* Website updates (plugins, security)
* Email system monitoring
* Bug fixes
* Minor content updates
* CRM maintenance

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## 9. DELIVERABLES

* Fully functional live website
* Admin access (WordPress + CRM)
* Email system operational
* WhatsApp integration working
* Documentation / training session

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## 10. TIMELINE

* Website Development: 7–14 days
* CRM & Integration: 5–7 days
* Testing & Go-live: 2–3 days

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## 11. PAYMENT TERMS

* 40% Advance
* 40% After Development
* 20% After Go-Live

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## 12. SUPPORT

* Initial support: 15–30 days post launch
* Optional AMC (Annual Maintenance Contract)

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## 13. NOTES

* Client will provide content, images, and branding inputs
* Freelancer to ensure scalability for future expansion
* System must be user-friendly for non-technical staff

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