We are seeking a skilled individual on Fiverr to assist in setting up a comprehensive workflow automation system for our client who owns two pubs. The primary objective is to create a seamless process for capturing customer information from both a Facebook Birthday campaign and tent card promotions, and storing it in the Go High Level CRM.
Responsibilities:
Workflow Automation Setup:
Develop a strategic plan for automating the process of capturing customer information from both the Facebook Birthday campaign and tent card promotions.
Utilize Go High Level to set up custom forms or landing pages for capturing customer information, ensuring seamless integration with both promotional channels.
Configure the system to store captured data securely in the Go High Level CRM, following best practices for data privacy and compliance.
Integration with Facebook Campaign:
Set up custom landing pages or forms linked to the Facebook Birthday campaign, designed to capture the name and phone number of participants.
Ensure smooth integration between the Facebook campaign and the Go High Level CRM to automate the transfer of captured data.
Integration with Tent Card Promotions:
Develop a strategy for capturing customer information from the tent card promotions, potentially through QR codes linked to Go High Level forms.
Implement QR codes on the tent cards directed towards custom forms or landing pages, enabling customers to provide their name and phone number in exchange for the promotion.
Requirements:
Experience in setting up workflow automation systems, preferably using Go High Level or similar CRM platforms.
Proficiency in designing custom forms or landing pages for capturing customer information.
Strong understanding of data privacy and compliance requirements, ensuring that captured data is handled securely.
Excellent communication skills and the ability to collaborate effectively with our team to understand and implement our promotional objectives.
Deliverables:
Implemented workflow automation system for capturing customer information from both the Facebook Birthday campaign and tent card promotions.
Custom forms or landing pages configured to seamlessly integrate with the Go High Level CRM.
Documentation and training materials for our team to understand and utilize the implemented workflow effectively.
Additional Information:
The promotional initiatives being implemented include a Facebook Birthday campaign and tent card promotions. The goal is to capture customer information, specifically name and phone number, from both channels and store it securely in the Go High Level CRM for future marketing purposes.
If you possess the skills and expertise required to set up this workflow automation system based on our promotional objectives, we invite you to submit your proposal detailing your approach and relevant experience. We look forward to collaborating with a talented individual who can help our client achieve their marketing goals through effective workflow automation.
APPLY FOR THIS JOB:
Company: Blue Mound Roofing, LLC
Name: Joe Theriault
Email: