Expert for AI-led Compliant B2B Outreach Needed
Budget: £20 – £250 GBP
AI-Assisted Business Development Automation (Email + CRM + Compliance-Safe Outreach)
---
Project Overview
I run a UK-based compliance consultancy (fire risk assessment, CDM Principal Designer, H&S audits).
I am looking for a competent, detail-oriented freelancer to help implement and maintain an AI-assisted outbound business development system using email + CRM + light automation, fully compliant with UK GDPR / PECR.
This is not spam marketing.
This is low-volume, high-quality, compliance-led B2B outreach.
---
Project Objective
To design and implement a repeatable, compliant outreach workflow that:
Identifies suitable organisations (care homes, managing agents, commercial landlords)
Researches decision-makers
Drafts personalised outreach emails using AI
Sends emails at safe, human-scale volumes
Logs all activity in CRM
Surfaces replies for my review
Maintains full compliance and audit trail
Target outcome: 1–2 new clients per week
(typical contract £500–£1,000)
---
Scope of Work (Detailed)
Phase 1 – System Setup
You will help configure:
Email setup
Google Workspace or Microsoft 365 (SPF, DKIM, DMARC)
CRM
HubSpot Free or Sales Hub Starter only
Contact, company, deal pipelines
Custom fields for compliance justification and opt-out tracking
Basic automation
Sequences (rate-limited)
Reply detection
Auto-pause on reply
HubSpot Professional / Enterprise is explicitly NOT required.
---
Phase 2 – Prospect Identification Support
You will assist with:
Identifying organisations (not bulk email lists) in:
Care sector
Managing agents
Commercial landlords
Geographic focus: Merseyside
Sourcing work email addresses only (no personal emails)
---
Phase 3 – AI-Assisted Outreach Workflow
You will help implement:
AI-assisted drafting of personalised emails (I approve all templates)
Safe sending limits (max ~20 emails/day)
Plain-text emails only
Clear opt-out handling
CRM logging of:
Legitimate interest
Compliance trigger
Contact history
---
Phase 4 – Reply Handling & CRM Hygiene
You will assist with:
Monitoring replies
Categorising responses (interested / not now / not relevant)
Drafting reply suggestions (no sending without approval)
Keeping CRM clean, accurate, and auditable
---
What This Role Is NOT
Not bulk email marketing
Not lead-gen scraping at scale
Not newsletter campaigns
Not social media automation
Not “AI replaces the founder”
If your approach involves:
Buying email lists
Sending hundreds of emails per day
Hiding identity
Fully autonomous sending without review
This role is not for you.
---
Required Skills & Experience
Essential
HubSpot CRM (Free / Starter)
Email deliverability (SPF/DKIM/DMARC)
B2B outreach workflows
GDPR / PECR awareness (UK/EU)
Strong written English
Attention to detail
Desirable
AI tools (ChatGPT, Claude, etc.)
Sales ops / RevOps experience
CRM data hygiene
Working with professional services firms
---
Working Style & Expectations
You will not send emails without approval
You will not change messaging without agreement
You will work to documented processes
You will flag risks early
You will prioritise quality over volume
This is a long-term system, not a quick blast.
---
Deliverables
Working CRM setup
Documented outreach workflow
Clean, compliant prospect lists
AI-assisted email drafts
Automation that is safe, transparent, and auditable
---
Project Duration
Initial setup: 2–4 weeks
Ongoing support: part-time / ad-hoc, if successful
---
How to Apply (Important)
When applying, please include:
1. Brief description of similar work (B2B outreach / CRM / automation)
2. Tools you recommend (and why)
3. Confirmation that you do not use bulk email lists
4. Confirmation you are comfortable working with human approval gates
5. Your proposed hourly rate or fixed-price estimate
Applications that are generic, salesy, or ignore the compliance requirements will be rejected.
---
Final Note
This project is about building a credible, compliant growth engine for a professional services firm.
If you are:
Methodical
Ethical
Systems-oriented
Comfortable working under clear boundaries
You will be a good fit.
---
Project Overview
I run a UK-based compliance consultancy (fire risk assessment, CDM Principal Designer, H&S audits).
I am looking for a competent, detail-oriented freelancer to help implement and maintain an AI-assisted outbound business development system using email + CRM + light automation, fully compliant with UK GDPR / PECR.
This is not spam marketing.
This is low-volume, high-quality, compliance-led B2B outreach.
---
Project Objective
To design and implement a repeatable, compliant outreach workflow that:
Identifies suitable organisations (care homes, managing agents, commercial landlords)
Researches decision-makers
Drafts personalised outreach emails using AI
Sends emails at safe, human-scale volumes
Logs all activity in CRM
Surfaces replies for my review
Maintains full compliance and audit trail
Target outcome: 1–2 new clients per week
(typical contract £500–£1,000)
---
Scope of Work (Detailed)
Phase 1 – System Setup
You will help configure:
Email setup
Google Workspace or Microsoft 365 (SPF, DKIM, DMARC)
CRM
HubSpot Free or Sales Hub Starter only
Contact, company, deal pipelines
Custom fields for compliance justification and opt-out tracking
Basic automation
Sequences (rate-limited)
Reply detection
Auto-pause on reply
HubSpot Professional / Enterprise is explicitly NOT required.
---
Phase 2 – Prospect Identification Support
You will assist with:
Identifying organisations (not bulk email lists) in:
Care sector
Managing agents
Commercial landlords
Geographic focus: Merseyside
Sourcing work email addresses only (no personal emails)
---
Phase 3 – AI-Assisted Outreach Workflow
You will help implement:
AI-assisted drafting of personalised emails (I approve all templates)
Safe sending limits (max ~20 emails/day)
Plain-text emails only
Clear opt-out handling
CRM logging of:
Legitimate interest
Compliance trigger
Contact history
---
Phase 4 – Reply Handling & CRM Hygiene
You will assist with:
Monitoring replies
Categorising responses (interested / not now / not relevant)
Drafting reply suggestions (no sending without approval)
Keeping CRM clean, accurate, and auditable
---
What This Role Is NOT
Not bulk email marketing
Not lead-gen scraping at scale
Not newsletter campaigns
Not social media automation
Not “AI replaces the founder”
If your approach involves:
Buying email lists
Sending hundreds of emails per day
Hiding identity
Fully autonomous sending without review
This role is not for you.
---
Required Skills & Experience
Essential
HubSpot CRM (Free / Starter)
Email deliverability (SPF/DKIM/DMARC)
B2B outreach workflows
GDPR / PECR awareness (UK/EU)
Strong written English
Attention to detail
Desirable
AI tools (ChatGPT, Claude, etc.)
Sales ops / RevOps experience
CRM data hygiene
Working with professional services firms
---
Working Style & Expectations
You will not send emails without approval
You will not change messaging without agreement
You will work to documented processes
You will flag risks early
You will prioritise quality over volume
This is a long-term system, not a quick blast.
---
Deliverables
Working CRM setup
Documented outreach workflow
Clean, compliant prospect lists
AI-assisted email drafts
Automation that is safe, transparent, and auditable
---
Project Duration
Initial setup: 2–4 weeks
Ongoing support: part-time / ad-hoc, if successful
---
How to Apply (Important)
When applying, please include:
1. Brief description of similar work (B2B outreach / CRM / automation)
2. Tools you recommend (and why)
3. Confirmation that you do not use bulk email lists
4. Confirmation you are comfortable working with human approval gates
5. Your proposed hourly rate or fixed-price estimate
Applications that are generic, salesy, or ignore the compliance requirements will be rejected.
---
Final Note
This project is about building a credible, compliant growth engine for a professional services firm.
If you are:
Methodical
Ethical
Systems-oriented
Comfortable working under clear boundaries
You will be a good fit.
Related categories:
CRM
Email Marketing
Lead Generation
B2B Marketing
Business Development
AI Writing
AI Development