Best Title Operations & CRM Manager (Home Services)

We are looking to hire an experienced admin/data/CRM specialist to help us build out our complete lead generation, sales, CRM, payment, and follow-up system for our home services company, Curb2Current. We are looking for someone who can complete this project quickly, accurately, and professionally. Ideally, we would like the full project completed within 7 days. Project Overview: We need residential homeowner lead databases created for the following Coachella Valley cities: 1. Palm Desert 2. Palm Springs 3. Cathedral City 4. Rancho Mirage 5. Indian Wells 6. La Quinta 7. Indio 8. Coachella 9. Desert Hot Springs For each homeowner record, we would like the following information included when available: - Homeowner name - Property address - Mailing address, if different - Phone number - Email address - City - Neighborhood or territory - Data source - Notes/tags if applicable Deliverables for the lead database: - Separate CSV file for each city - Master CSV file containing all cities - Duplicate removal completed - Standardized formatting across all files - Clean, organized data ready for import After the lead database is completed, we also need help setting up and organizing the data inside SalesRabbit. SalesRabbit setup requirements: - Import all homeowner data into SalesRabbit - Establish territory boundaries - Segment leads by city - Segment by neighborhood/area where possible - Organize routes/territories for door knocking or sales reps - Remove duplicates - Provide territory assignment recommendations SalesRabbit deliverables: - Fully functional SalesRabbit territory structure - All lead records imported - City/neighborhood segmentation completed - Territory and route recommendations provided We also need help building out our Housecall Pro CRM. Housecall Pro setup requirements: - Import customer/lead database into Housecall Pro - Create customer tags for each city - Create service tags such as: - Curb Painting - Pressure Washing - Holiday Lighting - Solar Cleaning - Turf Cleaning - Trash Can Cleaning - HOA - Country Club - Lead - Customer - Subscription - Create a clean customer segmentation system - Build a basic automated follow-up structure where possible Housecall Pro deliverables: - Complete Housecall Pro database setup - Customer segmentation system - Tags created and organized - Follow-up structure organized - CRM ready for sales, quoting, payments, and follow-up Important Requirements: - Must have experience with data entry, CRM setup, CSV formatting, and lead database management - Experience with SalesRabbit and Housecall Pro is strongly preferred - Must be comfortable working with large amounts of homeowner/contact data - Must be detail-oriented and able to remove duplicates and clean data properly - Must be able to complete the project within 7 days - Must provide a small sample of the lead database before completing the full project - Must explain where the data is being sourced from - Data must be collected and organized in a compliant and professional way We are looking for a fixed-price project rather than hourly. We want the project completed on a clear timeline with milestone payments. Suggested milestones: Milestone 1: 100-record sample from one city, CSV format, source explanation, and setup plan Milestone 2: Complete lead database for all 9 cities Milestone 3: SalesRabbit import, territory setup, and organization Milestone 4: Housecall Pro CRM setup, tags, segmentation, and follow-up structure Final milestone: Quality check, duplicate cleanup, and final handoff Please reply with: 1. Your experience with lead databases and CRM setup 2. Whether you have used SalesRabbit or Housecall Pro before 3. How you would source the homeowner data 4. How quickly you can complete this project 5. Your fixed-price quote 6. A few examples of similar projects you have completed We are ready to hire quickly if we find the right person. Thank you.