Lead Capture & Automation Workflow Optimization
Budget: $10 – $30 USD
Project Overview:
We’re looking for an experienced web automation specialist or CRM integration expert to help us streamline our lead capture process and automate follow-up workflows. Our current setup is fragmented, and we're missing opportunities to properly segment leads and follow up efficiently.
? What We Need:
Form Optimization & Integration
Audit and consolidate existing forms on our website (currently we have multiple, disjointed forms).
Connect all active forms to EmailOctopus (our email marketing platform).
Ensure form submissions are tagged and categorized correctly based on lead type (e.g., Kitchen Remodel, Bathroom Remodel, Whole-Home Renovation, etc.).
Email Automation Setup
Build automated email sequences in EmailOctopus for new leads (thank-you messages, next steps, etc.).
Segment leads by category for targeted follow-up.
Set up automation triggers based on form entries and lead activity.
Workflow Streamlining
Implement an automatic lead pipeline/workflow (via EmailOctopus or a third-party tool if needed).
Ensure each lead has a clear path from initial inquiry to conversion or sales contact.
Set up internal notifications to alert our team when a lead fills out a form.
Testing & QA
Test all forms and workflows to ensure leads are being captured, categorized, and followed up with automatically.
Provide documentation or a simple dashboard/reporting setup.
✅ Ideal Candidate Has:
Experience with EmailOctopus, or similar email marketing platforms (Mailchimp, ActiveCampaign, etc.).
Strong background in web form integration, automation, and CRM workflows.
Familiarity with WordPress or similar CMS (our website is built on [insert platform if not WordPress]).
A track record of improving lead conversion and response times through automation.
Ability to collaborate with our team and recommend improvements beyond just fixing the current issues.
? Deliverables:
Fully integrated and streamlined form system
Automated workflows and lead segmentation in EmailOctopus
Working lead capture funnel with clear tagging and notifications
A short onboarding/training call or documentation
? To Apply:
Please share:
Examples of past similar work (especially if you’ve worked with home service businesses)
Your recommended approach for fixing disconnected lead capture systems
Your timeline and pricing estimate
We’re looking for an experienced web automation specialist or CRM integration expert to help us streamline our lead capture process and automate follow-up workflows. Our current setup is fragmented, and we're missing opportunities to properly segment leads and follow up efficiently.
? What We Need:
Form Optimization & Integration
Audit and consolidate existing forms on our website (currently we have multiple, disjointed forms).
Connect all active forms to EmailOctopus (our email marketing platform).
Ensure form submissions are tagged and categorized correctly based on lead type (e.g., Kitchen Remodel, Bathroom Remodel, Whole-Home Renovation, etc.).
Email Automation Setup
Build automated email sequences in EmailOctopus for new leads (thank-you messages, next steps, etc.).
Segment leads by category for targeted follow-up.
Set up automation triggers based on form entries and lead activity.
Workflow Streamlining
Implement an automatic lead pipeline/workflow (via EmailOctopus or a third-party tool if needed).
Ensure each lead has a clear path from initial inquiry to conversion or sales contact.
Set up internal notifications to alert our team when a lead fills out a form.
Testing & QA
Test all forms and workflows to ensure leads are being captured, categorized, and followed up with automatically.
Provide documentation or a simple dashboard/reporting setup.
✅ Ideal Candidate Has:
Experience with EmailOctopus, or similar email marketing platforms (Mailchimp, ActiveCampaign, etc.).
Strong background in web form integration, automation, and CRM workflows.
Familiarity with WordPress or similar CMS (our website is built on [insert platform if not WordPress]).
A track record of improving lead conversion and response times through automation.
Ability to collaborate with our team and recommend improvements beyond just fixing the current issues.
? Deliverables:
Fully integrated and streamlined form system
Automated workflows and lead segmentation in EmailOctopus
Working lead capture funnel with clear tagging and notifications
A short onboarding/training call or documentation
? To Apply:
Please share:
Examples of past similar work (especially if you’ve worked with home service businesses)
Your recommended approach for fixing disconnected lead capture systems
Your timeline and pricing estimate