Lead Qualification Tool Integration

Posted 2 weeks ago

Worldwide

Summary

We are looking for someone who can help us build a lead FINANCIAL qualification and scoring system before prospects speak with our sales team. Our current funnel is: Meta ads → webinar registration / webinar → Calendly booked sales call → Close.com CRM Right now, leads are coming from Meta into our webinar funnel and then booking calls through Calendly. We want to add a system that scores or qualifies each lead before the sales call so our sales team knows who is serious, who is financially qualified, and who may not be a good fit. We currently use: Close.com as our CRM Calendly for booked calls Meta ads as our main lead source Webinar funnel before the sales call We are looking for someone who can help us figure out the best tool or workflow to do this. We are open to using Leadfi or something similar, but we need someone who understands the best setup for our situation. The goal is not to overcomplicate this. We just want a clean system that tells us which booked calls are high intent, financially. THIS IS A FINANCIAL THING. WE NEED TO SEE CREDIT, INCOME, DTI, ETC.

  • More than 30 hrs/week
    Hourly
  • 6+ months
    Duration
  • Expert
    Experience Level
  • Remote Job
  • Ongoing project
    Project Type

Contract-to-hire opportunity

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Skills and Expertise
Mandatory skills
leadfi
Data Mining
Lead Generation
Activity on this job
  • Proposals:5 to 10
  • Last viewed by client:2 weeks ago
  • Interviewing:
    0
  • Invites sent:
    0
  • Unanswered invites:
    0
About the client
Member since Feb 26, 2019
  • United States
    Daytona Beach10:59 PM
  • $750K total spent
    145 hires, 55 active
  • 56,475 hours
  • Tech & IT
    Mid-sized company (10-99 people)

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