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 tot his job Apply To this Job