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Need to automate customer engagement workflows

  • Posted:
  • Proposals: 38
  • Remote
  • #4490860
  • Expired
Arti B.Isaac O.Yasir Ali M.MUHAMMAD Kashif M.Tosin O. + 33 others have already sent a proposal.
  • 3

Description

Experience Level: Expert
Seeking an experienced automation specialist to design and implement streamlined customer engagement workflows. The project entails mapping current touchpoints, creating automated sequences for onboarding, nurturing, and re-engagement, integrating CRM and communication platforms, and establishing KPIs and monitoring. Deliverables include documented workflows, tested automations, error handling, and optimization recommendations to enhance retention and conversion efficiency.

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Clarification Board Ask a Question

  • Eight Veer Ltd

    Hi Henry, which CRM and communication tools are in the current stack today?

  • Naresh S.

    Hi Henry,
    Which CRM and communication tools are you currently using (or planning to use)—for example, HubSpot, Salesforce, or messaging platforms like WhatsApp Business—so the automation workflows can be designed and integrated correctly?
    Thanks
    Naresh

  • Mahmood U.

    can you please tell if your AI-designed HTML site already includes reusable components that can be mapped into Shopify sections and Liquid templates?