Any
$2000
TBD
Sep 26, 2025
About the Role
I run a marketing/automation agency. We already have a complete, step-by-step implementation guide (Google Drive) for our client acquisition system. Your job is to follow the blueprint and build it in Salesforce for my agency org first; then you’ll be rehired per client to deploy and customize the same system.
You’ll Do (per our guide):
Configure Sales Cloud objects, permissions, routing, and lead scoring
Set up integrations (website forms, FB/Google Lead Ads, Calendly,
Build automations (Flows/Apex), reminders, and stage progressions
Create essential reports/dashboards and a clean handoff
Requirements:
3+ years with Salesforce Sales Cloud (Flows, SOQL, Apex basics)
Experience with lead capture? Booked call? pipeline? closed-won
Clear documentation and sandbox discipline
Bonus: Marketing Cloud or Account Engagement
Your per-project rate for: (1) first full build, (2) typical client clone
Availability + ET overlap, Trailhead/Git/portfolio links