B2B Sales Operations, Apollo.io & CRM Setup Specialist

Overview We are looking for an experienced freelancer to help us build a complete outbound sales system using Apollo.io and Microsoft 365. This is not simply a lead generation project. Our goal is to build a repeatable sales process that our team can use long-term to consistently generate qualified sales opportunities. This project may lead to ongoing work for the right freelancer. Scope of Work 1. Ideal Customer Profile (ICP) Development Learn about our services and target market. Help define our Ideal Customer Profiles (ICPs). Recommend the best industries, company sizes, and decision-makers to target. Teach us how to identify and find new ideal customers using Apollo.io. 2. Apollo CRM Setup Configure Apollo.io so it can be used as our CRM and outbound sales platform. Tasks include: Configure Apollo CRM Create one complete sales pipeline Create pipeline stages Organize contacts, companies, and deals Create saved searches Create prospect lists Recommend the best search filters and buying signals 3. Prospect Database Build our initial database of qualified prospects. Deliverables: Approximately 500 high-quality prospects Company name Contact name Job title Business email (where available) LinkedIn profile Industry Company size Website We prefer quality over quantity and want to understand how the prospects were selected. 4. Microsoft 365 & Apollo Integration Connect our Microsoft 365 business email account to Apollo. Tasks include: Connect Microsoft 365 Configure inbox synchronization Configure email sending Verify email authentication (SPF, DKIM, DMARC if needed) Configure email signatures Test deliverability Recommend best practices for sending emails safely and avoiding spam 5. Outbound Sales Workflow Create a repeatable outbound sales process. This should include: Cold email workflow LinkedIn outreach workflow Follow-up schedule Sales pipeline workflow Task reminders inside Apollo Best practices for managing prospects 6. Email & LinkedIn Templates Create professional templates for: Cold emails Follow-up emails Meeting request emails LinkedIn connection requests LinkedIn follow-up messages Templates should be professional, conversational, and easy to customize. 7. Training Provide training that covers: How to find ideal prospects How to build additional prospect lists How to use Apollo CRM How to use saved searches How to manage our sales pipeline How to maintain and improve the system over time Preferred Experience Please apply only if you have experience with: Apollo.io B2B Lead Generation Sales Operations CRM implementation Microsoft 365 integration Cold email campaigns LinkedIn outreach When Applying Please include: Examples of Apollo.io systems you have built. Your experience using Apollo as a CRM. Similar lead generation projects you have completed. Your recommended workflow for a consulting business. Your estimated timeline to complete this project.