I will setup nimble, liveagent, clio, keap, marketing 360, any do, bitrix24 CRM
CRM Automations Integration Systems in Zoho Hubspot Salesforce Pipedrive Odoo
About this Gig
I recently worked with a consulting firm that was drowning in leads but had no system for follow-up. They were using sticky notes and their inbox to track multi-thousand dollar deals.
We implemented Keap.
Now, when a lead comes in, Keap automatically assigns it, sends a personalized confirmation, and starts a 5-day follow-up sequence. If the lead clicks a specific link, they are tagged as "hot," and a task is created for a sales rep to call them immediately. This is the power of sales automation.
Whether you're using the robust campaign builder in Keap, the social-centric features of Nimble, the all-in-one power of Bitrix24, or an industry-specific tool like Clio for a law practice, the principle is the same: automate the repetitive so you can focus on the human.
My services are designed to get you there:
- Strategic Setup: I don't just import contacts; I help you structure your tags and custom fields for effective segmentation.
- Campaign Building: From simple email sequences to complex, branching logic.
- Pipeline Management: Ensuring your deals move smoothly from one stage to the next.
Stop letting leads fall through the cracks.
Software:
Keap
FAQ
Do you write the email copy for the campaigns?
This gig is for the technical setup of the campaigns. You will need to provide the email copy. I can provide copy as a gig extra if needed.
I have a Clio account for my law firm. Can you help with that?
Absolutely. I can help set up your client intake process, matter pipelines, and basic automations within Clio's capabilities.
What's the difference between Keap and Nimble?
Keap is a powerhouse for deep marketing and sales automation. Nimble is excellent for relationship and social media-based selling. I can help you leverage the strengths of whichever you choose.
I need help with Marketing 360, is that included?
Yes, Marketing 360 has a strong CRM component. I can help you configure and automate it. Just select a package and let me know your platform.
What is "lead scoring"?
Lead scoring automatically adds or subtracts points from a contact based on their actions (e.g., +10 for opening an email, +50 for visiting the pricing page). It helps you identify your most engaged leads.

