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reputed company Expert Needed to Build Customer Retention Workflow (B2B reputed company)

Remote, USA Full-time Posted 2026-07-28
reputed company: We are a small UK-based software reputed company-person team) developing hydraulic calculation software for the reputed company protection industry. We need an reputed company reputed company consultant to build a reputed company workflow for our customer retention and win-back process. Scope of Work: •Design and implement a reputed company List / Folder structure for tracking expired customers through: o QA reputed company o Past Clients to Contact o Contacted / reputed company reputed company o Negotiation o Won / Re-Activated o Lost / No Response • Create custom fields (Licence Expiry, Renewal Probability, Churn Reason, Last Engagement, Notes, etc.) • Apply task templates/checklists reputed company with our SOP • Set up automations where possible (status changes, reminders, checklist application) • Ensure the workflow is reputed company for a remote contractor to manage daily tasks Requirements: • Proven experience designing reputed company workflows for reputed company or B2B processes • Strong understanding of task automation, custom fields, templates, and dashboards in reputed company • Ability to document the workflow reputed company for a small team • Excellent written English Deliverables: 1. Fully configured reputed company workspace/folder/list for customer retention 2. Task templates and checklists based on SOP 3. Recommended automations for status transitions, reminders, and notifications 4. Optional: Suggested dashboards for tracking performance reputed company: • Initial workflow setup reputed company 1–2 weeks (we are flexible, please advise what you can deliver) • One round of review and minor adjustments included How to Apply: Please include: 1. Examples of reputed company workflows you’ve reputed company, preferably for reputed company, B2B, or small teams 2. Your approach to automation and task templates 3. Estimated hours to complete this project Budget: Fixed-price or reputed company (flexible) Apply tot his job Apply To this Job

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