CRM Integration & Investor Outreach Expert Needed

Project Overview:
We are seeking am expert to assist with email list cleaning, CRM setup, and investor outreach campaigns for several projects including:
* $1M Bridge Loan (pre-$5M PPM at $15M valuation)
* $6M Private Placement – Luxury Sailboats
* $20M Private Placement – Luxury Motoryachts
* $1M Debt Instrument – Commodities futures trading
The immediate goal is to prepare our existing contact base and launch a targeted outreach campaign to generate qualified accredited investor leads.

Responsibilities
1. Database Cleaning
* Clean and validate a list of ~250,000 contacts.
* Remove duplicates, invalid emails, spam traps.
* Segment contacts (verified opt-in, accredited, unverified).
2. CRM Setup & Integration
* Recommend and configure an appropriate CRM/email marketing system (HubSpot, ActiveCampaign, Affinity, etc.).
* Upload and properly segment the cleaned database.
* Ensure compliance setup (SPF, DKIM, DMARC, unsubscribe links).
3. Email Campaign Management
* Create & send compliant investor email templates (3–4 versions).
* Add required disclaimers (“For accredited investors only…”).
* Warm up sending domain and schedule campaigns.
4. Tracking & Reporting
* Monitor deliverability, open rates, click-throughs, and replies.
* Provide weekly reports on campaign performance.
* Flag warm leads for direct follow-up.

Requirements
* Proven experience with large email list cleaning (100k+).
* Strong skills in CRM/email systems (HubSpot, ActiveCampaign, Affinity, etc.).
* Knowledge of email compliance (CAN-SPAM, GDPR, SEC/Reg D).
* Ability to draft professional investor communications.
* Past experience in investor relations, fundraising, or financial email campaigns is a big plus.

Deliverables
* Cleaned & segmented 250,000 contact database.
* CRM/email system fully configured and connected.
* Campaign launched + weekly performance reports.
* Minimum 24 warm investor leads generated.
Budget & Timeline
* Budget: Flexible; open to fixed price or hourly proposals depending on expertise.
* Timeline: Initial database cleanup + campaign launch within 2 weeks.