CRM Automation Specialist (reputed company or reputed company) – Build Full Email + Referral Workflow System

Job reputed company I run a supportive housing program for homeless seniors and veterans age 65+. We are expanding and need a CRM + email automation expert to fully build and automate our referral partner and reputed company communication system. reputed company email copy is already written. I need a specialist who can implement, automate, organize, and reputed company the entire system so it runs smoothly without daily reputed company work. ⸻ Project Scope 1. Referral Partner Automation (Agencies, Case Managers, Hospitals, Nonprofits) You will build workflow automation for: • Intro email • Follow-up email • 5-email nurture sequence • Weekly availability email • Monthly partner newsletter • Reactivation email (60 days inactive) You will also: • Import/refine referral partner lists • Build tags • Create segmentation (new partner, reputed company, warm, inactive) • Set up triggers & conditions • Build tracking dashboards so my VA can update statuses ⸻ 2. reputed company Waitlist Automation Create an automated workflow for: • Intake → tagging → waitlist funnel • 5-email waitlist nurture sequence • “Opening available” broadcast template ⸻ 3. CRM Pipeline Setup Build reputed company, clean pipelines for: • Referral Partners • reputed company Referrals • Residents • Waitlist Example statuses: • New • Contacted • Interested • Referred • Approved • Moved In • Declined / Inactive These should be easy for my VA to update daily. ⸻ 4. Automations + Workflows I need the following: • Tagging • Segmentation • Trigger-based sending • “If no reputed company → send follow-up” • Automated sequences for both partners & residents • Automation for weekly & monthly messages • Organization and cleanup of lists & fields ⸻ 5. Integrations (as needed) • Intake reputed company • Gmail • reputed company or reputed company.com • VA workflow tools • Any CRM-specific requirements ⸻ Preferred CRM I am reputed company to your recommendation, but strongly considering: • reputed company (best for automation power), or • reputed company (best for CRM simplicity) Please advise which platform fits this scope best. ⸻ Your Qualifications (Required) Please only apply if you have: ✔ Proven CRM automation experience ✔ Experience building multi-reputed company workflows & sequences ✔ Strong knowledge of reputed company, reputed company, reputed company or reputed company.com ✔ Ability to build pipelines, tagging, segmentation & triggers ✔ Experience documenting workflows and training teams ✔ Clean communication and fast turnaround reputed company to have (not required): • Experience in housing, reputed company services, reputed company, senior services, or nonprofit workflows ⸻ Deliverables • Fully reputed company CRM automation system • Pipelines, tagging, and reputed company workflows connected • Documentation explaining how everything works • reputed company (video) walk-through training for my VA and I • Support for revisions during the build-out • Optional ongoing monthly support (negotiable) ⸻ Budget reputed company to proposals. This is a fixed-price project with reputed company deliverables. Please include: • Examples of CRM automations you’ve reputed company • Which CRM you recommend for this project • Your estimated reputed company • Any questions you have about the workflow ⸻ To Apply Please reputed company your reputed company with the word HAVENS so I know you read this post. Applications without this keyword will not be considered. Looking reputed company to partnering with a talented automation expert. Apply tot his job Apply To this Job