Zoho CRM Email & Event Setup
Budget: £20 – £250 GBP
Project Title: Email Marketing Campaign, Lead Segmentation & Event Booking Setup for Leadership Training Business
Objective:
I need assistance with three key tasks for my leadership training company:
Setting up a segmented email campaign in Zoho CRM to nurture leads and build trust, guiding them toward booking calls or attending a live training event. I will provide all the content for the emails.
Setting up lead segments in Zoho CRM to organise leads based on their level of engagement.
Setting up an event booking process in Zoho CRM for a free 90-minute online leadership training session.
Scope of Work:
1. Email Campaign Setup for Lead Segmentation
We have three key lead segments based on engagement levels. I will provide all the content for these emails, and your role will be to set up the campaigns and ensure proper automation:
A. High-Engagement Leads (Booked a Call or Replied to Emails)
Goal: Confirm interest, provide personalised content, and push toward booking a consultation or attending the live event.
Tasks:
Set up welcome/confirmation emails for when a call is booked.
Set up follow-up emails after the call, based on the content I’ll provide.
Set up reminder emails leading up to the booked consultation or the live event.
B. Medium-Engagement Leads (Completed Leadership Quiz or Downloaded Resources)
Goal: Nurture interest through educational content and build trust, while encouraging registration for the free online event.
Tasks:
Set up quiz results follow-up emails.
Set up weekly educational content emails based on content I provide.
Set up invitation and reminder emails for the 90-minute live leadership training event.
C. Low-Engagement Leads (Signed up for Newsletter or Filled Out General Form)
Goal: Warm up leads with general leadership insights and keep the brand top-of-mind, without a direct sales push.
Tasks:
Set up a general welcome email for newsletter subscribers.
Set up monthly leadership insights or blog post updates.
Set up occasional soft CTA emails for joining the free event or downloading additional resources.
2. Lead Segmentation in Zoho CRM
Details:
Set up three main segments in Zoho CRM based on lead interaction levels:
A. High-Engagement Leads
Criteria: Leads who have booked a call, replied to emails, or interacted heavily with content.
Tag these leads in Zoho CRM as “High Engagement.”
B. Medium-Engagement Leads
Criteria: Leads who have completed the Leadership Style Quiz, downloaded resources, or visited key landing pages multiple times.
Tag these leads as “Medium Engagement.”
C. Low-Engagement Leads
Criteria: Leads who have signed up for the newsletter, filled out a general contact form, or had minimal interactions.
Tag these leads as “Low Engagement.”
Tasks:
Set up automated segmentation rules in Zoho CRM based on lead behaviour and interaction history.
Ensure leads are automatically moved between segments if their engagement changes (e.g., if a Low-Engagement lead books a call, they should move to the High-Engagement segment).
Automate email campaigns based on each segment.
3. Event Booking Process Setup for Free Online Training (Using Zoho CRM)
Details:
Event: A 90-minute free online leadership training session on Human-Centred Leadership.
Date: Friday, 29th November.
Time: 12:00 PM – 1:30 PM (UK Time).
Participants: Limited to 20 attendees for an interactive experience.
Tasks:
Zoho CRM Integration: Set up a seamless booking process for the event:
Create a custom registration form for the event within Zoho CRM.
Ensure registration details (name, email, company, etc.) are captured as leads in Zoho CRM.
Set up automated confirmation emails for those who register, including event details (date, time, agenda).
Implement an automated reminder sequence (e.g., one week, one day, and one hour before the event).
Create follow-up emails for attendees post-event (thanking them, sharing event highlights, and next steps).
Ensure attendees who express interest but don’t attend are followed up with appropriately.
Key Requirements:
Email Campaign:
I will provide all the email content. Your role will be to set up the automation and ensure each segment receives the appropriate emails.
Emails should be linked to Zoho CRM’s automation features so they send based on the recipient’s engagement level.
Lead Segmentation:
Segmentation should be fully automated in Zoho CRM, with leads automatically tagged based on their interaction history (e.g., call bookings, quiz completions, etc.).
Leads should automatically move between segments based on new actions they take.
Event Booking Process:
The event booking process must integrate smoothly with Zoho CRM, automating registration, reminders, and post-event follow-ups.
Additional Information:
CRM: We use Zoho CRM, so the email setup, segmentation, and event registration need to be fully compatible with Zoho’s email and lead management systems.
The live event is a key conversion opportunity, so the registration process should be simple, and the reminder system must be reliable to maximise attendance.
Deliverables:
Email Campaign: Set up approximately 12 emails across three lead segments (3-4 emails per segment) based on content I provide.
Zoho Event Setup: Complete event booking process with registration forms, automated emails, and reminders.
Lead Segmentation: Set up automated lead segmentation and movement between engagement levels in Zoho CRM.
Deadline:
Please complete the email sequences, event booking setup, and lead segmentation by [Insert Deadline], as the campaign will begin leading up to our live event on 29th November.
For any questions, please feel free to reach out to me
Objective:
I need assistance with three key tasks for my leadership training company:
Setting up a segmented email campaign in Zoho CRM to nurture leads and build trust, guiding them toward booking calls or attending a live training event. I will provide all the content for the emails.
Setting up lead segments in Zoho CRM to organise leads based on their level of engagement.
Setting up an event booking process in Zoho CRM for a free 90-minute online leadership training session.
Scope of Work:
1. Email Campaign Setup for Lead Segmentation
We have three key lead segments based on engagement levels. I will provide all the content for these emails, and your role will be to set up the campaigns and ensure proper automation:
A. High-Engagement Leads (Booked a Call or Replied to Emails)
Goal: Confirm interest, provide personalised content, and push toward booking a consultation or attending the live event.
Tasks:
Set up welcome/confirmation emails for when a call is booked.
Set up follow-up emails after the call, based on the content I’ll provide.
Set up reminder emails leading up to the booked consultation or the live event.
B. Medium-Engagement Leads (Completed Leadership Quiz or Downloaded Resources)
Goal: Nurture interest through educational content and build trust, while encouraging registration for the free online event.
Tasks:
Set up quiz results follow-up emails.
Set up weekly educational content emails based on content I provide.
Set up invitation and reminder emails for the 90-minute live leadership training event.
C. Low-Engagement Leads (Signed up for Newsletter or Filled Out General Form)
Goal: Warm up leads with general leadership insights and keep the brand top-of-mind, without a direct sales push.
Tasks:
Set up a general welcome email for newsletter subscribers.
Set up monthly leadership insights or blog post updates.
Set up occasional soft CTA emails for joining the free event or downloading additional resources.
2. Lead Segmentation in Zoho CRM
Details:
Set up three main segments in Zoho CRM based on lead interaction levels:
A. High-Engagement Leads
Criteria: Leads who have booked a call, replied to emails, or interacted heavily with content.
Tag these leads in Zoho CRM as “High Engagement.”
B. Medium-Engagement Leads
Criteria: Leads who have completed the Leadership Style Quiz, downloaded resources, or visited key landing pages multiple times.
Tag these leads as “Medium Engagement.”
C. Low-Engagement Leads
Criteria: Leads who have signed up for the newsletter, filled out a general contact form, or had minimal interactions.
Tag these leads as “Low Engagement.”
Tasks:
Set up automated segmentation rules in Zoho CRM based on lead behaviour and interaction history.
Ensure leads are automatically moved between segments if their engagement changes (e.g., if a Low-Engagement lead books a call, they should move to the High-Engagement segment).
Automate email campaigns based on each segment.
3. Event Booking Process Setup for Free Online Training (Using Zoho CRM)
Details:
Event: A 90-minute free online leadership training session on Human-Centred Leadership.
Date: Friday, 29th November.
Time: 12:00 PM – 1:30 PM (UK Time).
Participants: Limited to 20 attendees for an interactive experience.
Tasks:
Zoho CRM Integration: Set up a seamless booking process for the event:
Create a custom registration form for the event within Zoho CRM.
Ensure registration details (name, email, company, etc.) are captured as leads in Zoho CRM.
Set up automated confirmation emails for those who register, including event details (date, time, agenda).
Implement an automated reminder sequence (e.g., one week, one day, and one hour before the event).
Create follow-up emails for attendees post-event (thanking them, sharing event highlights, and next steps).
Ensure attendees who express interest but don’t attend are followed up with appropriately.
Key Requirements:
Email Campaign:
I will provide all the email content. Your role will be to set up the automation and ensure each segment receives the appropriate emails.
Emails should be linked to Zoho CRM’s automation features so they send based on the recipient’s engagement level.
Lead Segmentation:
Segmentation should be fully automated in Zoho CRM, with leads automatically tagged based on their interaction history (e.g., call bookings, quiz completions, etc.).
Leads should automatically move between segments based on new actions they take.
Event Booking Process:
The event booking process must integrate smoothly with Zoho CRM, automating registration, reminders, and post-event follow-ups.
Additional Information:
CRM: We use Zoho CRM, so the email setup, segmentation, and event registration need to be fully compatible with Zoho’s email and lead management systems.
The live event is a key conversion opportunity, so the registration process should be simple, and the reminder system must be reliable to maximise attendance.
Deliverables:
Email Campaign: Set up approximately 12 emails across three lead segments (3-4 emails per segment) based on content I provide.
Zoho Event Setup: Complete event booking process with registration forms, automated emails, and reminders.
Lead Segmentation: Set up automated lead segmentation and movement between engagement levels in Zoho CRM.
Deadline:
Please complete the email sequences, event booking setup, and lead segmentation by [Insert Deadline], as the campaign will begin leading up to our live event on 29th November.
For any questions, please feel free to reach out to me