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Fiverr Pro
English
$
USD
I will automate client intake, qualification, and CRM routing
Alex F.
About this gig
I build a structured client intake and qualification workflow that turns incoming applications into clear, consistent next steps.
The workflow can collect and normalize application data, evaluate qualification criteria, stop incomplete or duplicate submissions, and route each application into the correct outcome. Qualified applicants can move into the next stage of your sales process, while non-qualified applicants can receive the appropriate response, be added to a waitlist, or follow another agreed path.
The system can also update your CRM or database, send internal notifications, trigger follow-up actions, and record each outcome in a centralized log for visibility and auditability.
This is not a template-based setup. I design the workflow around your actual intake process, qualification rules, tools, and business logic, then test the key scenarios end to end before handoff.
Get to know Alex F.
Alex F.
Business Automation Specialist, Custom Workflows
- FromThailand
- Member sinceFeb 2021
- Avg. response time1 hour
- Last delivery5 months
Languages
English
I help service-based businesses turn manual, fragmented, or unreliable processes into clear automated workflows.
You don’t need to know which tools or automation setup you need. Tell me how the process works today, where it slows down, and what you want to improve. I’ll map the process, design the workflow, build it around your existing systems, test the key paths and edge cases, and document how it works.
Depending on the project, I can work with CRM, forms, email, billing, support, project tools, APIs, webhooks, automation platforms, and AI.
My Portfolio
FAQ
Can you work with my existing tools?
Yes. I can adapt the workflow to your current form, CRM, email, Slack, spreadsheet, or database where practical. The exact setup will be based on your existing process and business requirements.
What do you need from me to get started?
I need your current intake process, qualification criteria, possible application outcomes, the tools involved, and access to the required accounts or a test workspace when implementation begins.
Can the qualification rules be customized?
Yes. The workflow is built around your actual qualification criteria and routing logic. We can define what counts as qualified, not qualified, waitlist, duplicate, incomplete, or another agreed outcome.
How do you handle duplicate or incomplete applications?
The workflow can validate required fields and check for duplicates before downstream actions run. Invalid or repeated submissions can be blocked, logged, or routed for review based on the agreed rules.
Are third-party subscriptions included?
No. The project price covers workflow design, setup, testing, and handoff. Any paid CRM, automation platform, email, form, database, API, or other third-party service costs are paid separately by the client.
