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Fiverr Pro
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$
USD
I will automate lead management, follow ups and sales workflows
Nime Yukino
Informazioni su questo servizio
Are leads coming in but your team still has to manually organize them, assign tasks, remember follow ups, and update their status?
I can build a lead management and follow up workflow that helps your team keep track of prospects without relying on memory or scattered spreadsheets.
Your workflow will include:
- Lead capture and organization
- Lead status tracking
- Automatic task creation
- Follow up reminders
- Sales pipeline movement
- Team notifications
- Lead assignment
- Prospect handoffs
- Customer conversion tracking
The goal is simple: when something happens in your sales process, the next step should happen automatically whenever practical.
For example:
New lead Lead record created Team notified Follow up task created Status updated Next action triggered.
I'll first understand how you currently handle leads, then build the automation around your actual sales process.
If you're currently using spreadsheets, a CRM, forms, or another system, we can work with the process you already have.
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Nime Yukino
Business Automation and Workflow Specialist
- DaStati Uniti
- Membro dagiu 2026
Lingue
Inglese
I help growing businesses turn messy, manual processes into organized systems that run more efficiently. I specialize in workflow automation, CRM systems, lead management, client onboarding, task management, and operational processes. I don't believe in automating for the sake of automation. I first understand how your business works, identify bottlenecks and repetitive tasks, then design practical systems that save time, improve visibility, and keep work moving. Whether you're building from scratch or improving an existing process, I focus on solutions designed around your business.
FAQ
Can you automate my existing lead process?
Yes. I can work with an existing CRM, spreadsheet-based process, or other lead management setup where the required automation is supported.
Can you create automatic follow up tasks?
Yes. Follow up tasks, reminders, notifications, and status based actions can be included depending on your workflow.
I receive leads from different sources. Can they be organized?
Potentially, yes. The exact setup depends on where your leads originate and what systems are involved.
Can you build a sales pipeline?
Yes. I can structure the stages around the way your business actually moves prospects from inquiry to customer.
Should I message you before ordering?
For multi source lead systems or complex sales processes, yes. Send me a brief description and I can help determine the appropriate scope.
