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Email Marketing Setup Brief — Everest Mortgage Services
Hi, I’m looking for help setting up a simple but professional email marketing system for my mortgage brokerage, The aim is to stay in touch with existing clients and leads, send useful mortgage updates, nurture old enquiries, and generate repeat mortgage enquiries. I do **not** just want one email sent out. I’d like a basic system set up properly from the start, including: * Contact import and data cleaning * Segmentation from the start * A reusable branded email template * One initial general email campaign * A **4–7 email automated nurture sequence** * The option to email all contacts or specific segments * Basic reporting ## 1. Platform recommendation Please recommend the best email marketing platform for my needs. It should be: * Easy to use * Reliable * Suitable for segmentation * Suitable for automations * Appropriate for a financial services business ## 2. Sending email/domain setup I want emails sent from my own business email/domain, not a separate random domain. * Making sure emails look professional and recognisable as Everest Mortgage Services 3. Contact import and list setup I have existing clients and leads that I would like imported. * Structuring the database properly from the start I want to be able to email: * Everyone at once * Specific client/lead types * Specific mortgage categories * Smaller targeted groups ## 4. Segmentation I want segmentation set up from the beginning, even if some campaigns go to everyone. Useful segments may include: * Existing clients * New leads * Old/inactive leads * First-time buyers * Home movers * Remortgage clients * Self-employed clients * Limited company directors * Buy-to-let landlords * Debt consolidation/home improvement enquiries * Product transfer/renewal clients * Clients due for review I want a clean setup that lets me send to selected segments or the full database when needed. ## 5. Compliance basics As this is financial services, I need the setup and emails to be sensible and compliant. ## 6. Branded email template I need a reusable email template for Everest Mortgage Services. * In my blue/white branding * Suitable for mortgage updates, reminders and educational emails It should include: * Logo/header * Short intro section * Main content section * Clear call-to-action * Contact details * Footer/unsubscribe section The main call-to-action should be around booking a **free 15-minute call** or requesting a mortgage review. ## 7. Initial email campaign I would like help creating and sending an initial general campaign to suitable contacts. The first email should reintroduce Everest Mortgage Services, remind people we are here to help, and encourage them to get in touch if their circumstances have changed or they would like a mortgage review. Possible topics include: * Mortgage deal coming to an end * Moving home * Remortgaging * Borrowing more * Home improvements * Debt consolidation * Self-employed mortgage options * Buy-to-let updates * General mortgage/rate updates The tone should be helpful, professional and not pushy. ## 8. 4–7 email automated nurture sequence I would also like a **4–7 email automated nurture sequence** set up. The purpose is to: * Keep Everest Mortgage Services front of mind * Educate clients and leads * Reactivate older enquiries * Encourage people to book a mortgage review * Generate repeat and referral enquiries Suggested email sequence: 1. Reintroduction / mortgage review reminder 2. Mortgage deal ending soon? 3. Have your circumstances changed? 4. Borrowing more / debt consolidation / home improvements 5. Specialist mortgage situations 6. Existing client review / annual check-in 7. Final soft follow-up Please advise on the best timing between emails. ## 9. Website question Would you recommend connecting the email marketing system to my website at this stage, or is it better to keep the initial setup focused on my existing client and lead database? ## 10. Reporting Please set up basic reporting so I can see: * Open rates * Click-through rates * Unsubscribes * Bounce rates * Best-performing topics * Engagement by segment * Leads/enquiries generated ## 11. What I need from you Please let me know: * Which platform you recommend and why * How you would structure the contact list * How you would handle segmentation * How I can email everyone or specific segments * What data/access you need from me * What the initial setup includes * Whether it includes the **4–7 email nurture sequence** * Whether you can write the initial email and nurture emails * Whether you recommend connecting the system to my website * Your setup cost * Your ongoing monthly management cost, if available The goal is to build a simple, professional email marketing system that helps me stay in touch with clients and leads, generate more repeat enquiries, and gives me the flexibility to email either the full database or specific segments. Thanks, John
AI-Powered Marketing Automation Specialist
**The project** We are looking for an AI-Powered Marketing Automation Specialist to help design, set up, and manage an automated marketing workflow for our Transfers business targeting international tourists visiting Koh Chang. Our goal is to increase direct bookings through our website without using paid ads. The role will focus on two main tracks: Organic social media Creating and publishing daily content for Facebook, Instagram, TikTok, and our website using AI tools. AI Search visibility Improving our chances of being discovered and cited by AI assistants such as ChatGPT, Perplexity, Gemini, and Claude through structured content, FAQs, schema, and llms.txt. Main Content Streams The workflow should support three content streams: UK Transfer Tour Each stream should have separate planning, content creation, publishing, reporting, and optimization. Key Responsibilities You will help build an AI-driven marketing system that can: Analyze tourism demand, customer behavior, seasonal trends, competitors, and audience insights Create content strategies and topic plans for UK, Transfer, and Tour Generate content ideas, campaign themes, hooks, captions, and calendars Create storyboards for posts, reels, videos, and campaign materials Produce captions, visuals, videos, reels, subtitles, voiceovers, and short-form content Work with both AI-generated materials and real human-shot clips Automatically edit uploaded raw footage by cutting, improving, captioning, subtitling, and preparing it for publishing Set up daily publishing workflows for Facebook, Instagram, TikTok, and website content Route all content through a Telegram bot for internal approval before publishing Track performance by content stream and platform Report on reach, views, engagement, comments, shares, saves, clicks, leads, conversions, and feedback Recommend improvements for future content, storyboards, captions, posting schedules, creative direction, and targeting Create AI-friendly FAQs, destination information, knowledge-base content, and structured travel answers Improve discoverability through AI search platforms Target Audience Primary audience: Sarah — age 28–45, international tourist visiting Koh Chang Secondary audience: Mark — Bangkok-based expat Content should be in English only. Tools and Budget We are open to using AI and automation tools such as: Blotato Veo 3 Meta Business Suite Instagram planning tools Video editing tools Website CMS tools Analytics dashboards AI writing and research tools Tool budget is around $70/month. There is no paid ad budget. Required Skills The ideal candidate should have experience with: AI content tools and marketing automation Organic social media content for Facebook, Instagram, and TikTok-style videos Short-form video planning and storyboard creation Caption writing and content optimization AI-assisted video editing workflows Editing raw footage, adding subtitles, and adapting content for different platforms Tourism, travel, transfer, tour, hospitality, or destination marketing SEO, structured content, FAQs, schema, llms.txt, and AI search visibility Marketing analytics and performance reporting English content writing for international tourist audiences Expected Outcome We want to build a complete AI-powered organic marketing system that can: Plan content Create content Edit videos Prepare posts Send content for internal approval Publish daily Track results Improve future content based on data Increase website direct bookings Improve visibility in AI search results Timeline The first sprint runs until 15 May 2026. After that, we expect the system to continue on an ongoing basis. What We Need From You Please let us know: Is this something you can help with? What is your rate, and how do you usually charge? Roughly how many hours would it take to set this up? What tools would you recommend within our budget? How would you structure the first 9-day sprint?
"New Customer" Conversion Phone Sales
Position Purpose This appointment operates as the primary professional gateway for landlords, managing agents, and property operators seeking immediate guidance on regulatory compliance and enforcement exposure within England, with responsibility to convert those enquiries into paying clients. This is a sales role requiring strong human sales skills and availability for UK working and evening hours, making UK based candidates most suitable. Comfort must be demonstrated in asking direct and sometimes difficult questions to obtain accurate and truthful answers. Information must be gathered efficiently and prospects must be guided with authority to book and pay for a consultation. Each lead will already have identified a need for the firm’s services. The role requires structured interviewing, qualification against the firm’s offering, and progression to a paid, high value consultation with the Casework Director. Responsibility includes disciplined management of inbound and outbound communications, rapid extraction of relevant information, and structured progression of enquiries into retained legal consultations valued in excess of £500. This is not an administrative post. This is a revenue enabling, compliance sensitive, front line role requiring judgement, authority, and measurable commercial impact. Key Responsibilities All telephone engagements must be conducted promptly, professionally, and with controlled authority. Approved diagnostic frameworks and scripts must be followed precisely during initial development in the role. Conversations must be steered firmly to maintain focus, clarity, and relevance. All required data must be captured accurately in real time and recorded in compliance with internal standards. The seriousness of each legal issue must be assessed through structured questioning, with matters triaged appropriately. Where appropriate, callers must be confidently guided towards booking a paid consultation. Financial transactions must be processed calmly, securely, and in accordance with company procedures. Between 20 and 30 calls per day will be managed once established in the role. A minimum of 2 structured triage calls per hour is expected during a 6 to 7 hour working day once competent. All personal and case information must be verified verbally and confirmed for accuracy. All post booking communications must be triggered correctly without omission. Any inconsistency, uncertainty, or legal risk must be escalated immediately. Absolute Requirements Fluent spoken English is mandatory, delivered with clarity, confidence, and a professional tone. A natural alignment with England based communication standards is required. A working understanding of UK address structures, postcode formats, local authority terminology, and regulatory language is essential. Strict adherence to process and compliance protocols is non negotiable. Each call must be conducted with calm authority and commercial awareness. Experience Required Prior experience in a structured telephone environment such as professional services intake, regulated sales, or call centre operations is required. Proven success in converting prospects into paid professional services is essential. Experience handling high value transactions and processing card payments by telephone is required. Experience working in target driven environments is expected. Exposure to legal, property, or compliance sectors is desirable. Skills and Attributes Strong listening capability with the ability to isolate key facts quickly. Ability to redirect conversations while maintaining authority. Commercial confidence to secure payment when appropriate. High attention to detail with zero tolerance for inaccuracy. Resilience under sustained call volume. A composed and authoritative telephone presence. Professional scepticism with no assumptions made. Security and Integrity References must be verifiable. Background screening will be required. Confidentiality and data protection standards must be upheld at all times. Sensitive legal and financial information will be handled, requiring absolute integrity. Working Pattern Availability of 6 to 7 hours per day is required. Call volumes must be managed within that period without backlog. Flexibility may be required to meet demand. Final Statement This appointment sits at the commercial heart of the organisation. It requires discipline, structure, authority, and commercial awareness. This role suits an individual who understands that precision and control generate trust and results, and who is capable of converting new customer engagement into retained business through structured relationships.
