Marketing Consultation with Robert B.

4.6 · 28 reviews

Marketing Consultation with Robert B.

4.6 · 28 reviews

The consultation call will cover:

1. The client's marketing and sales process
2. The top 3 CRMs that best suit the client's needs.
3. 3-5 automation workflows that the client can implement for the campaign that he/she is running.
Get personalized advice on:
Email Marketing Marketing Strategy crm software marketing automation strategy sales funnel implementation marketing automation

You’re covered with payment protection so you can cancel and get a full refund up to 24 hours before your consultation.

Robert B.

About Robert

Robert B.
Business Process Automation and Content Creation Expert
99% Job Success
4.6 (28 reviews)
Taguig City, Philippines - 9:18 am local time
I have been helping businesses optimize their business processes using automation and AI, as well as keep their projects and tasks on track, making sure nothing falls through the cracks, for more than 8 years.

My services include:
-Business Process Automation: this involves designing and building workflows to help optimize my clients' business processes in the area of Advertising and Marketing, Sales, Customer Service, Project Management, Order Fulfillment, and Payment Processing.
- Platform Setup and Integration: this includes setting up my clients' platforms (CRMs, Email Marketing, Helpdesks, Landing Pages and Websites, Social Media, Project Management, etc...) from the ground up, and integrating them with the other platforms that are being used so data is synced between all the platforms.
- Platform and Data Migration: This involves transferring all the possible data and workflows from one platform to another, done in a smooth and seamless manner.
- Content Creation: This includes creating email sequences for nurturing leads, sales sequences, SOPs, video scripts, social media posts and other content-based materials, using a combination of AI-powered content generation and that human touch. I was a writer for 6 years before I shifted to automation.
- Reporting and Analytics: This includes setting up reporting systems on my clients' platforms so they can view the reports much easier. For more complex reports, I also help build them using Excel or Google Sheets.
- Graphic Editing: This includes editing logos, posters, business cards, landing pages, banners, and other graphic-related content.

I am quick to learn, very detailed in my approach to work, and care greatly for my clients, giving my 110% in any project.

What to expect

Schedule the consultation
Choose from the freelancer’s available days and times.
Get advice for your custom needs
Share details about your project and what you want to talk about. The freelancer will review and reach out if they have questions.
Join the Zoom meeting
1-on-1 meeting with the freelancer to discuss your needs and project.
Approve the work
The freelancer will finish up the documents you asked for and send them to you for approval:
    Before the consultation

    Here’s what Robert will need to know before you meet

    1. What industry are you in?
    2. Do you have an existing marketing/sales process in place?
    3. Do you already have marketing content or do you need to build from scratch?
    4. What kinds of emails are you planning on sending, and how often will you be sending them?
    5. Are you already using an existing Email Marketing or CRM platform? If yes, what are you using?
    28 reviews
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