Phoenix - Your AI AssistantLinkedIn & CRM Automation Setup
- Posted:
- Proposals: 24
- Remote
- #4387051
- OPPORTUNITY
- Expired
Chandigarh 
Description
Experience Level: Expert
Objective
Automate timely, personalised outreach and follow-up across LinkedIn and email based on key audience actions — to drive engagement with our free tools, podcast, and services. The goal is to nurture a high-quality audience and generate warm leads, in line with our premium brand positioning.
Our business
Formula is a boutique digital growth agency for hotel brands. We work with pioneering, independent hotels and focus on helping them grow smarter through data-driven marketing. Our approach is relationship-based, not volume-based. Tone must remain personal and on-brand.
Automation flows to implement
1️⃣ Follow Company Page
Channel: LinkedIn DM
Trigger: New follower of Formula company page
Sequence:
✅ Start DM sequence automatically for all new followers
✅ Stop sequence if they reply
✅ Timing: Day 1, Day 2, Day 5
2️⃣ Personal Connection Request
Channel: LinkedIn DM
Trigger: Manual — team member filters new company followers daily and sends 1st degree connection request to relevant profiles
Sequence:
✅ Start DM sequence when connection is accepted
✅ Stop sequence if they reply
✅ Timing: Day 1, Day 2, Day 5
3️⃣ Subscribe to Email Newsletter
Channel: Email
Trigger: New email subscriber (opt-in to newsletter)
Sequence:
✅ Start automated email sequence
✅ Stop sequence if they reply
✅ Timing: Day 1, Day 2, Day 5
4️⃣ Subscribe to LinkedIn Newsletter
Channel: LinkedIn DM
Trigger: New subscriber to Hotel Growth Podcast LinkedIn newsletter
Sequence:
✅ Start DM sequence automatically for all new subscribers
✅ Stop sequence if they reply
✅ Timing: Day 1, Day 2, Day 5
Requirements
Technical
✅ CRM that integrates with both LinkedIn and email
✅ Ability to trigger sequences based on above actions
✅ Stop sequence logic if recipient responds
✅ Visibility into open rates, click rates, response rates
✅ Easy for our team to edit copy and adjust timings in future
✅ Compliant with LinkedIn policies — no spammy behaviour
Process
✅ Specialist to recommend the best-fit tools and CRM for our needs
✅ Specialist to set up and implement the above sequences
✅ Provide clear documentation on how the system works
✅ Train our team to manage and update sequences
Tool preference / starting point
We already have Hubspot, Surfe and Dripify in place but are not utilising as effectively as we should for the cost and are open to changing.
What we do NOT want:
Automate timely, personalised outreach and follow-up across LinkedIn and email based on key audience actions — to drive engagement with our free tools, podcast, and services. The goal is to nurture a high-quality audience and generate warm leads, in line with our premium brand positioning.
Our business
Formula is a boutique digital growth agency for hotel brands. We work with pioneering, independent hotels and focus on helping them grow smarter through data-driven marketing. Our approach is relationship-based, not volume-based. Tone must remain personal and on-brand.
Automation flows to implement
1️⃣ Follow Company Page
Channel: LinkedIn DM
Trigger: New follower of Formula company page
Sequence:
✅ Start DM sequence automatically for all new followers
✅ Stop sequence if they reply
✅ Timing: Day 1, Day 2, Day 5
2️⃣ Personal Connection Request
Channel: LinkedIn DM
Trigger: Manual — team member filters new company followers daily and sends 1st degree connection request to relevant profiles
Sequence:
✅ Start DM sequence when connection is accepted
✅ Stop sequence if they reply
✅ Timing: Day 1, Day 2, Day 5
3️⃣ Subscribe to Email Newsletter
Channel: Email
Trigger: New email subscriber (opt-in to newsletter)
Sequence:
✅ Start automated email sequence
✅ Stop sequence if they reply
✅ Timing: Day 1, Day 2, Day 5
4️⃣ Subscribe to LinkedIn Newsletter
Channel: LinkedIn DM
Trigger: New subscriber to Hotel Growth Podcast LinkedIn newsletter
Sequence:
✅ Start DM sequence automatically for all new subscribers
✅ Stop sequence if they reply
✅ Timing: Day 1, Day 2, Day 5
Requirements
Technical
✅ CRM that integrates with both LinkedIn and email
✅ Ability to trigger sequences based on above actions
✅ Stop sequence logic if recipient responds
✅ Visibility into open rates, click rates, response rates
✅ Easy for our team to edit copy and adjust timings in future
✅ Compliant with LinkedIn policies — no spammy behaviour
Process
✅ Specialist to recommend the best-fit tools and CRM for our needs
✅ Specialist to set up and implement the above sequences
✅ Provide clear documentation on how the system works
✅ Train our team to manage and update sequences
Tool preference / starting point
We already have Hubspot, Surfe and Dripify in place but are not utilising as effectively as we should for the cost and are open to changing.
What we do NOT want:
New Proposal
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Log inClarification Board Ask a Question
-
How flexible are you with changing tools, e.g., moving away from Dripify if a better-fit stack emerges during setup?
Are there specific KPIs you’ll be tracking for success, e.g., connection acceptance rate, open rate, replies?
Do you already have a copy for each flow, or would you need help refining the tone to match your brand voice?
Would your team prefer full onboarding + training sessions or a handover with video documentation?
Are you open to integrating light personalization AI into the flows e.g., Hyperise or similar to boost engagement?