CRM Lead & SMS Coordination
Budget: $2 – $5 USD
I’m looking for reliable, detail-oriented help keeping my contact database spotless and fully actionable. The core of the job is contact management: taking raw lead lists, cleaning them up in Excel, importing the polished data into my CRM, then making sure every record is ready for non-voice outreach and SMS campaigns.
CRM, Lead & SMS Campaign Revamp
$2 – 5 USD per hour
I run an existing business and need a detail-oriented professional to tighten up every stage of our lead pipeline. The CRM is overflowing, spreadsheets are messy, and our SMS outreach could be working harder. If you thrive on process, data hygiene and creative outreach, you’ll fit right in.
What you’ll deliver:
* Audit and reorganise the current CRM—deduplicate, tag correctly and realign every lead to the proper stage.
* Skip-trace missing phone numbers and emails so no opportunity slips through the cracks.
* Clean, merge and migrate legacy spreadsheets into one reliable source of truth.
* Build non-voice texting workflows and drip sequences that feel personal yet remain compliant.
* Coordinate the printing and sending of postcards and mailers in a regular schedule.
* Research, identify, and compile new lead lists to expand our reach.
* Plan, launch and track SMS campaigns, reporting performance and opt-out metrics.
* Maintain day-to-day lead management, updating statuses and noting next actions.
* Search social media (Facebook, LinkedIn, Twitter or whichever channel works best) to uncover fresh prospects and enrich existing records.
You’re free to work with the CRM, texting and skip-tracing tools you know best—just be ready to document your process so handoffs are seamless. Accuracy, respect for data privacy regulations and a proactive communication style are non-negotiable.
When you reply, tell me about similar projects you’ve rescued, the tech stack you prefer, and how soon you can begin. I’m excited to hand this over and keep our pipeline humming.
Here’s what the workflow usually looks like for me. You’ll open an Excel sheet that may contain duplicates, missing numbers or incomplete names. After cleaning it, you’ll run skip tracing and light social-media searches to fill in gaps, tag the contacts, and import everything back into the CRM with zero errors. Once the data is in place, you’ll set up and schedule the next SMS blast, monitor initial delivery, and note results back in the spreadsheet so I can see response rates at a glance.
Deliverables
• A de-duplicated, fully populated Excel file ready for seamless CRM import/export
• Up-to-date CRM contact records matching the cleaned spreadsheet
• One scheduled SMS campaign with delivery report logged in the same file
Acceptance criteria
• 100 % of contacts contain at least a name and phone or email, or are clearly marked “N/A”
• No duplicate records after import
• SMS delivery report shows the campaign was sent without system errors
If you’re comfortable juggling Excel, a modern CRM, skip-tracing tools, and an SMS platform, I’d love to work together.
CRM, Lead & SMS Campaign Revamp
$2 – 5 USD per hour
I run an existing business and need a detail-oriented professional to tighten up every stage of our lead pipeline. The CRM is overflowing, spreadsheets are messy, and our SMS outreach could be working harder. If you thrive on process, data hygiene and creative outreach, you’ll fit right in.
What you’ll deliver:
* Audit and reorganise the current CRM—deduplicate, tag correctly and realign every lead to the proper stage.
* Skip-trace missing phone numbers and emails so no opportunity slips through the cracks.
* Clean, merge and migrate legacy spreadsheets into one reliable source of truth.
* Build non-voice texting workflows and drip sequences that feel personal yet remain compliant.
* Coordinate the printing and sending of postcards and mailers in a regular schedule.
* Research, identify, and compile new lead lists to expand our reach.
* Plan, launch and track SMS campaigns, reporting performance and opt-out metrics.
* Maintain day-to-day lead management, updating statuses and noting next actions.
* Search social media (Facebook, LinkedIn, Twitter or whichever channel works best) to uncover fresh prospects and enrich existing records.
You’re free to work with the CRM, texting and skip-tracing tools you know best—just be ready to document your process so handoffs are seamless. Accuracy, respect for data privacy regulations and a proactive communication style are non-negotiable.
When you reply, tell me about similar projects you’ve rescued, the tech stack you prefer, and how soon you can begin. I’m excited to hand this over and keep our pipeline humming.
Here’s what the workflow usually looks like for me. You’ll open an Excel sheet that may contain duplicates, missing numbers or incomplete names. After cleaning it, you’ll run skip tracing and light social-media searches to fill in gaps, tag the contacts, and import everything back into the CRM with zero errors. Once the data is in place, you’ll set up and schedule the next SMS blast, monitor initial delivery, and note results back in the spreadsheet so I can see response rates at a glance.
Deliverables
• A de-duplicated, fully populated Excel file ready for seamless CRM import/export
• Up-to-date CRM contact records matching the cleaned spreadsheet
• One scheduled SMS campaign with delivery report logged in the same file
Acceptance criteria
• 100 % of contacts contain at least a name and phone or email, or are clearly marked “N/A”
• No duplicate records after import
• SMS delivery report shows the campaign was sent without system errors
If you’re comfortable juggling Excel, a modern CRM, skip-tracing tools, and an SMS platform, I’d love to work together.
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