Close CRM Setup

Only for registered members Canada

1 month ago

Default job background
$20 - $45 (USD) per hour

Job Summary

We're looking for an experienced Close CRM expert to set up and configure our account for a low-volume, high-touch B2B sales process. We need someone who can strip Close down to essentials and make it simpler to use than to avoid.

Responsibilities

  • Configure pipeline stages for inbound leads: 1. New Lead 2. Contact/Qualifying 3. Discovery Call Booked 4. Proposal 5. Legal 6. Closed/Won 7. Not Qualified/Lost
  • Configure a second pipeline for cold prospecting:
    1. Prospect (ICP identified, not yet contacted)
    < li style='display:inline-block'>Set up email sequences for inbound lead nurture and followup< li style='display:inline-block'>  < li style='display:inline-block'> Set up outbound sequences that include manual LinkedIn steps alongside email touchpoints
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