We are setting up a CRM for the first time and need help mapping/customizing fields, importing data, creating dashboards, etc. A few specifics are below: - Mapping and fields (from prospect to closed won to customer to lost customer, etc.) - Contacts might be tricky in our industry because people move throughout various management companies or properties often so need assistance with how to set those up along with parent/child accounts. - We primarily have annual contracts but also offer 1 off services that we would like to track (both with current, past and prospective customers) - API integration with industry database that we will need set up. - Also will need to set up some dashboards and reports: Primarily tracking activities with current accounts, pipeline for sales, customer health, etc.

I am looking for a long-term relationship with a smart, proactive, and responsible Virtual Assistant who has exceptional attention to detail to join my growing digital marketing business. Your role will predominantly involve assisting me with a myriad of tasks on behalf of my clients. This includes setting up and managing blog posts in WordPress and Shopify, utilizing AI tools such as ChatGPT for blog composition, handling light social media management tasks, creating content via Canva, managing email communications through MailChimp, and using Keap for various needs. Your confidence in these areas will directly contribute to the success of my clients' digital marketing efforts. Your commitment to excellence, ability to manage multiple tasks concurrently, and the skill of creating and following precise instructions will be critical to your success in this role. As I scale and onboard new clients, your participation in creating and refining procedures for new tasks will contribute significantly to the operations' efficiency. Responsibilities: Setting up and managing blog posts in various platforms such as WordPress, Duda, and Shopify. Composing blogs with pre-written prompts for AI tools such as ChatGPT. Handling light social media tasks. Familiarity with Canva for content creation. Setting up email communications in CRMs such as Keap & MailChimp. Developing and refining procedures for new tasks as I onboard new clients. Requirements: Proactive and responsible with an eye for detail. Previous experience as a virtual assistant or similar role. Expertise in using AI tools for content creation, particularly ChatGPT. Familiarity with Canva, MailChimp, and Keap. Ability to work independently and manage multiple tasks. Exceptional writing and communication skills. Capable of creating and following precise instructions. A curious mindset with a love for learning new technologies. Willingness to learn and adapt in a fast-paced environment. Working Hours: I operate in the Eastern U.S. time zone (GMT -5), and it will be necessary for you to be available within some portion of the standard 9-5 workday to effectively collaborate and ensure tasks are completed in a timely manner. Initially, I anticipate needing your help for 5-7 hours per week. As my business grows and/or your capabilities grow, I hope to increase your working hours. What I offer: Opportunity to grow and learn in a rapidly expanding digital marketing field. A supportive and collaborative work environment. If you are a fast learner, enjoy the flexibility of working remotely, and thrive in roles where your attention to detail and organizational skills will shine, then I would love to hear from you. Interested candidates, please submit your proposal and a brief explanation of why you believe you will be a good fit for this role. Please include your hourly rate.

I have a health magazine and want to feature more timely content, etc. to send to my audience and potential supporters. I hav lots of content and projects that can be used

We're a private equity firm looking to acquire an Investment Advisor or Registered Investment Advisor firm. Basically, we want to email businesses to gauge their interest in selling to us. We currently have a few thousand emails of potential acquisition targets but would like to hire an email marketing expert to get the most out of our list. What should the email say? Which subject line has the highest open rate? How do we avoid going to spam or being banned? How do we "warm up" a list? Which software should we use? How do we overcome the issue of these emails not being "opt-in?" What if we don't want an "unsubscribe" link so it looks more personal? Would it be better to hire a virtual assistant to send them all one at a time, organically? These are some of the questions we'd like help with. Experience working with clients and campaigns targeted toward acquiring businesses is a huge plus, but not required. We're hoping to find someone this week to start immediately.

Hi. I’m looking for a freelance web designer to update my website. I currently have a self-created site on Weebly. Do you mind sharing your rates? I’m launching out soon to offer executive coaching sessions for c-suite executives. I need a page that looks professional.

We are a small vacation rental management company & need assistance with creating a e-mail marketing / drip campaign to attract new customers. Including design of the templates & and campagn setup. We are not tied to a specific email vendor. Was considering Mailchimp but are open to recommendations. These campaigns will go to vetted leads. We will have multiple campaign flows as we move forward. This could be an on-going project. Would want to work on a fixed price model.

We've set up Zapier, and have several things working. However, we're unable to correctly set the Delay Zap timer for when we want them to happen. Also unsure how to schedule things, such as how to delay when an auto RSS feed posts to Facebook Pages. Trying to also set up a Webhook for Thumbtack to Zapier to OpenPhone, and interested in other options we may not know of yet. Looking into Mailchimp because our email list is only 400+ as of now. We may not need integration for it yet, but interested setting up any automated advertising or marketing, or CRM available. Otherwise an overview of what we've set up and also what we possibly could do to expand what Zapier does for us would be fantastic.

B2B2C Education company seeks an expert email campaign designer. We need to immediately edit the email copy that converts and ensure the system is set up and optimized. Please have real expertise, be skilled in writing effective copy, and really understand the nuances of all of this work. We are ready to start now!

Custom sheet metal and wall panel manufacturer looking to target architects, contractors developers and curtain wall companies with targeted email campaigns

Setup Mailchimp and design a campaign. Need someone with experience using mailchimp and design a campaign. This would be the first of many once configured.