Agile Scrum Master - Make.com, AI Automation, Zoho CRM, Chatbot Development, CRM, API Integration, Zapier, Hubspot, Salesbot.

Project Manager - Optimizing Your Marketing & Sales Engine with Automation & Chatbots

Are you overwhelmed by manual tasks and disconnected systems hindering your marketing and sales growth? I offer a solution.

I'm a seasoned Project Manager with extensive experience in Marketing Automation, Chatbot Development, API Integration, and CRM Implementation. I leverage my expertise in **Scrum, Kanban, Trello, Airtable, make.com, monday.com, Notion, HubSpot, Zoho CRM, Botpress, Manychat, Kommo, Clay.com, Chatfuel, Agile CRM, ClickUp, Evernote, Salesfunnel, and Gohighlevel to design and implement streamlined workflows that propel your business forward.

My Skills Address Your Challenges:

* Account & System Integration: Bridge data silos by seamlessly connecting your marketing, sales, and chat tools.
* Automated Workflow Creation: Free up valuable resources by automating repetitive tasks like lead nurturing, email marketing, and data entry.
* Engaging Chatbot Development: Design and build chatbots that qualify leads, answer customer inquiries, and facilitate the sales process.
* Effective Project Management: Ensure project success through clear communication, meticulous task management, and regular progress reporting.
* Error Resolution & Troubleshooting: Proactively identify and resolve technical roadblocks for seamless system operation.
* Strategic Business Planning: Collaborate with you to define your automation and chatbot goals and create a roadmap for achieving them.

To tailor a solution that delivers exceptional results, I require the following information:

1. Current Marketing & Sales Process: A concise overview of your existing marketing and sales workflows.
2. Utilized Tools & Platforms: The specific marketing, sales, and chat tools you currently employ or are considering.
3. Desired Outcomes: Your specific objectives for leveraging automation and chatbots.

My Proven Process:

1. Discovery & Planning: We'll collaboratively define project goals, identify challenges, and analyze your current workflows to develop a customized project plan.
2. Implementation & Automation: I'll establish accounts, integrate your systems, design automated workflows, and build chatbots, streamlining your operations for superior efficiency.
3. Testing & Launch: We'll conduct rigorous testing to ensure everything functions flawlessly before launching your automated workflows and chatbots seamlessly.

(Sub-steps can be niched down based on specific tools and needs)

Work Terms

Our Work Terms

Project management for marketing and sales automation requires a comprehensive approach to system integration, workflow optimization, and chatbot development. The project manager will leverage expertise in various tools and methodologies to streamline operations, enhance efficiency, and drive growth for the client's business.

The engagement begins with a thorough discovery phase, which includes:

• Analyzing current marketing and sales processes
• Identifying existing tools and platforms in use
• Assessing pain points and inefficiencies
• Defining specific automation and chatbot objectives
• Evaluating technical requirements and constraints
• Gathering stakeholder input and expectations
• Prioritizing goals and deliverables

This foundational information informs the development of a tailored project plan that addresses the client's specific needs and challenges. The project manager will utilize agile methodologies such as Scrum or Kanban to ensure flexibility and responsiveness throughout the project lifecycle.

Implementation involves the seamless integration of marketing, sales, and chat tools, coupled with the creation of automated workflows to eliminate repetitive tasks. Concurrently, the project manager will oversee the development of chatbots designed to qualify leads, answer inquiries, and support the sales process. Throughout the project, clear communication and regular progress updates will be maintained, with swift resolution of any technical roadblocks.

Post-implementation, the project manager will continue to monitor system performance, identify opportunities for refinement, and provide strategic guidance to maximize the impact of the newly implemented automation and chatbot solutions.

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