Description
This proposal outlines a comprehensive, ground-up marketing system build for RBF, Inc., an alternative investment platform specializing in small business financing. The project involves developing a full marketing system to enhance brand visibility and engagement. The ideal candidate will have experience in email marketing, HTML, and PHP, and be able to deliver a cohesive marketing strategy. E X E C U T I V E S U M M A R Y Outreach automation and SMS-based AI reply handling to landing pages, CRM lead delivery, and live campaign management. Upon completion, you will have a fully operational, revenue-generating system with the infrastructure to scale. S C O P E O F S E R V I C E S OUTREACH & MESSAGING AUTOMATION & CRM – 10DLC registration & SMS platform setup – Cold email sequences (multi-step, segmented) – Messaging frameworks & copy for all channels – AI reply system built into SMS campaigns — engages leads automatically, qualifies intent, and directs them to a short intake form – Lead delivery into your CRM — dentifies the best method (automated or manual) to get qualified leads into your pipeline, ready for your team to close – Outreach automation workflows (trigger-based) – CRM lead delivery setup — advises on pipeline configuration and implements lead routing into your existing CRM – Lead tagging & status tracking recommendations – Follow-up sequences aligned to your sales process LANDING PAGES & FUNNELS DELIVERY & HANDOFF – Custom landing pages built for your offers – Le