AI Lead Management & CRM Consultant

About the role

Consultation-only engagement to design an AI-powered lead management system: capture, qualify, score, route, and follow up automatically.

What you'll do

• Design how leads are captured, qualified, scored, and routed.
• Advise on CRM updates and automated follow-up.
• Stay in consultation — no implementation required.

Requirements

• Experience with AI agents and CRMs.
• Comfortable advising on Airtable, Make.com, or similar.
• Share relevant examples and a consultation rate.

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