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AI-Assisted Business Development Automation (Email + CRM + Compliance-Safe Outreach) --- Project Overview I run a UK-based compliance consultancy (fire risk assessment, CDM Principal Designer, H&S audits). I am looking for a competent, detail-oriented freelancer to help implement and maintain an AI-assisted outbound business development system using email + CRM + light automation, fully compliant with UK GDPR / PECR. This is not spam marketing. This is low-volume, high-quality, compliance-led B2B outreach. --- Project Objective To design and implement a repeatable, compliant outreach workflow that: Identifies suitable organisations (care homes, managing agents, commercial landlords) Researches decision-makers Drafts personalised outreach emails using AI Sends emails at safe, human-scale volumes Logs all activity in CRM Surfaces replies for my review Maintains full compliance and audit trail Target outcome: 1–2 new clients per week (typical contract £500–£1,000) --- Scope of Work (Detailed) Phase 1 – System Setup You will help configure: Email setup Google Workspace or Microsoft 365 (SPF, DKIM, DMARC) CRM HubSpot Free or Sales Hub Starter only Contact, company, deal pipelines Custom fields for compliance justification and opt-out tracking Basic automation Sequences (rate-limited) Reply detection Auto-pause on reply HubSpot Professional / Enterprise is explicitly NOT required. --- Phase 2 – Prospect Identification Support You will assist with: Identifying organisations (not bulk email lists) in: Care sector Managing agents Commercial landlords Geographic focus: Merseyside Sourcing work email addresses only (no personal emails) --- Phase 3 – AI-Assisted Outreach Workflow You will help implement: AI-assisted drafting of personalised emails (I approve all templates) Safe sending limits (max ~20 emails/day) Plain-text emails only Clear opt-out handling CRM logging of: Legitimate interest Compliance trigger Contact history --- Phase 4 – Reply Handling & CRM Hygiene You will assist with: Monitoring replies Categorising responses (interested / not now / not relevant) Drafting reply suggestions (no sending without approval) Keeping CRM clean, accurate, and auditable --- What This Role Is NOT Not bulk email marketing Not lead-gen scraping at scale Not newsletter campaigns Not social media automation Not “AI replaces the founder” If your approach involves: Buying email lists Sending hundreds of emails per day Hiding identity Fully autonomous sending without review This role is not for you. --- Required Skills & Experience Essential HubSpot CRM (Free / Starter) Email deliverability (SPF/DKIM/DMARC) B2B outreach workflows GDPR / PECR awareness (UK/EU) Strong written English Attention to detail Desirable AI tools (ChatGPT, Claude, etc.) Sales ops / RevOps experience CRM data hygiene Working with professional services firms --- Working Style & Expectations You will not send emails without approval You will not change messaging without agreement You will work to documented processes You will flag risks early You will prioritise quality over volume This is a long-term system, not a quick blast. --- Deliverables Working CRM setup Documented outreach workflow Clean, compliant prospect lists AI-assisted email drafts Automation that is safe, transparent, and auditable --- Project Duration Initial setup: 2–4 weeks Ongoing support: part-time / ad-hoc, if successful --- How to Apply (Important) When applying, please include: 1. Brief description of similar work (B2B outreach / CRM / automation) 2. Tools you recommend (and why) 3. Confirmation that you do not use bulk email lists 4. Confirmation you are comfortable working with human approval gates 5. Your proposed hourly rate or fixed-price estimate Applications that are generic, salesy, or ignore the compliance requirements will be rejected. --- Final Note This project is about building a credible, compliant growth engine for a professional services firm. If you are: Methodical Ethical Systems-oriented Comfortable working under clear boundaries You will be a good fit.
프로젝트 ID: 40214211
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21 이 프로젝트에 프리랜서들의 평균 입찰은 £137 GBP입니다.

Hi, I specialise in building AI-assisted, compliance-safe B2B outreach systems for regulated industries, using email and CRM with strict human approval and full audit trails. This role aligns closely with the work I’ve delivered for Rachael across the UK and MENA markets, where the focus was always low-volume, high-quality outreach, never spam or bulk automation. in Past, I defined and executed multiple ICPs including ADNOC-aligned stakeholders, HSE Managers, Reliability & Integrity teams, Operations and Maintenance leaders, Facilities & Asset Managers, Supply Chain and Procurement decision-makers, and Managing Agents. Targets included national oil companies (via approved integrators), industrial operators, infrastructure owners, commercial estates, and regulated facilities. Each ICP was built with clear legitimate interest justification, job-title accuracy, work emails only, and sector relevance. Results delivered included qualified replies from senior decision-makers, technical discussions progressing to pilots and follow-ups, and warm conversations with ADNOC-linked stakeholders through compliant partner routes. I set up clean CRM structures (HubSpot Free/Starter), logged compliance triggers, opt-outs, and contact history, and implemented AI-assisted personalisation with strict approval gates. I do not use bulk lists, autonomous sending, or hidden automation. I work methodically, flag risks early, and prioritise credibility over volume. Thanks Vinod
£250 GBP 5일에
5.2
5.2

Hello, I can set up a compliant AI-assisted B2B outreach system for your consultancy using HubSpot (Free/Starter), Google Workspace, and AI tools like ChatGPT. This includes prospect identification, personalised email drafting for approval, safe sending, reply tracking, and full GDPR/PECR-compliant CRM logging. Deliverables: clean CRM setup, documented workflow, verified prospect lists, AI-assisted email drafts, and safe automation with human approval. I ensure high-quality, ethical outreach generating 1–2 genuine leads per week. Let’s connect to get your compliant growth engine running efficiently. Cheers, Hassan Suhail
£199 GBP 7일에
3.7
3.7

We’ve recently implemented a GDPR-compliant B2B outreach system for a UK-based consultancy, focusing on personalisation, deliverability, and audit-ready workflows. Here’s what I can do to take your project from vision to reality: • Configure HubSpot CRM with custom fields and rate-limited sequences to ensure compliance and transparent logging. • Set up email authentication protocols (SPF, DKIM, DMARC) on Google Workspace or Microsoft 365 to maximize deliverability while maintaining human-scale sending volumes. • Support AI-assisted drafting of plain-text, personalised emails with full approval workflows and opt-out tracking, targeting Merseyside care homes and commercial landlords as specified. With 3 years experience in CRM-enabled outreach and compliance-safe automation, I’ve helped professional services streamline client acquisition while maintaining regulatory standards. Clients appreciate my attention to detail, clarity in communication, and reliable delivery under controlled processes. I’d be happy to share a quick action plan tailored to your project. The worst that can happen is you walk away with a free consultation. Regards, Jayden Lopes
£200 GBP 14일에
2.9
2.9

Hi there, I have an M.B.A in Business and Finance, and more than 10 years of experience as a business consultant, I have helped clients take off their businesses and reach new heights by optimizing the strategy, research, analyzing their market and competitive position, and creating a clear and compelling business plan to articulate their opportunity. I can surely assist you in writing a business plan. While working on this, I will ensure to provide extensively researched content, which will specifically include an Executive Summary, a Business Overview, an effective Operations Plan, Market analysis and Cost Analysis, Product and Services description, Sales and Marketing strategies, a Competitive Analysis, Management Team, Financial Plan and estimated Projections. My top priority will be helping you with a high-quality write-up for this business plan. As a professional business strategist, carrying a decade of experience in the writing industry, I will be crafting a perfect plan for you that helps you focus on both short-term and long-term goals, making sure your ideas succeed. I have had the pleasure of working on several similar projects with multiple clients over different freelancing platforms; I can deliver quality work to tight deadlines. You can see an example of one of those projects in my portfolio. Feel free to engage me by sending a single text. Regards,
£30 GBP 1일에
3.1
3.1

As a seasoned full-stack software engineer, I bring an unusual combination of skills to your B2B outreach project. I understand that your compliance consultancy operates in a highly regulated field and needs low-volume, high-quality outreach that is GDPR and PECR compliant. My extensive experience with CRM configuration, B2B outreach workflows, and familiarity with the nuances of UK/EU data protection regulations will prove invaluable here. I've had over a decade of professional software development experience with notable proficiency in HubSpot CRM that you require for this project. My understanding of email scams and knowledge on maintaining healthy sender reputation (SPF/DKIM/DMARC) will ensure better deliverability rates for your carefully crafted, personalized emails. To simplify the workflow, we can opt for either Google Workspace or Microsoft 365 while setting up the system.
£60 GBP 5일에
2.5
2.5

Hi, I’m excited about the opportunity to help implement your AI-assisted outbound business development system. With extensive experience in B2B outreach and a solid understanding of compliance with UK GDPR and PECR, I am well-prepared to assist you in creating a compliant, effective outreach strategy. I have previously set up and optimized CRM systems like HubSpot for similar businesses, ensuring activities are logged accurately while maintaining a strong focus on personalization and compliance. My approach aligns perfectly with your requirement for low-volume, high-quality outreach that identifies suitable organizations and maximizes engagement. Let’s discuss your specific needs further and outline how I can support you in achieving your goal of securing 1-2 new clients each week. Thanks, Thaveesha
£150 GBP 2일에
1.4
1.4

hi I have experience setting up **compliance-first B2B outreach systems** for professional services, using **HubSpot Free/Starter**, Google/M365 email with proper **SPF/DKIM/DMARC**, and AI-assisted drafting with strict human approval gates. I can design a **UK GDPR/PECR–safe workflow** covering prospect identification (no bought lists), low-volume sending, CRM logging of legitimate interest, opt-outs, and full audit trails. I’m comfortable working methodically, prioritising quality over volume, and supporting both the **initial 2–4 week setup** and ongoing hygiene, replies, and optimisation. Best regards, Giang V
£135 GBP 7일에
1.4
1.4

Hi, I have experience in this type of work and I can complete it accurately and quickly. I am hardworking, detail-oriented, and ready to start now. Please give me a chance to prove my skills. Thank you!
£25 GBP 1일에
0.0
0.0

Hi. I’m a senior Python backend & AI/ML engineer with hands-on experience building compliance-first automation across email, CRM, and AI-assisted workflows for B2B professional services. Relevant experience 1. HubSpot (Free/Starter) setup: pipelines, custom fields, activity logging, and hygiene 2. Email deliverability configuration (SPF/DKIM/DMARC) with low-volume, human-scale sending 3. AI-assisted drafting (ChatGPT/Claude) with explicit approval gates and full audit trails 4. Process-driven outreach: legitimate interest recording, opt-out handling, and reply categorisation 5. Methodical approach prioritising accuracy, transparency, and risk flagging Tools I recommend 1. Google Workspace or M365 for deliverability control 2. HubSpot Free/Starter for auditable CRM workflows 3. Lightweight automation with strict rate limits and manual approvals I confirm I do not use bulk lists, am comfortable with human approval at every step, and will work to documented processes. Available to start promptly. Best regards, Viglundur
£100 GBP 14일에
0.0
0.0

Hello, I’m interested in this project and have experience building compliant, low-volume B2B outreach systems for professional services using HubSpot (Free/Starter), Google Workspace/M365 email setup (SPF, DKIM, DMARC), and AI-assisted email drafting with clear human approval gates. I’ve supported CRM setup, pipeline design, compliance logging, reply handling, and data hygiene, and I fully understand UK GDPR/PECR requirements and legitimate interest–based outreach. I do not use bulk email lists, scraping, or high-volume sending, and I’m comfortable working with documented processes, manual approvals, and audit-ready workflows. I’d recommend HubSpot Starter with simple sequences, rate limits, and AI tools like ChatGPT for draft personalization only. I’m methodical, risk-aware, and quality-focused, and I’m happy to work on either an hourly or fixed-price basis for setup and ongoing support.
£80 GBP 7일에
0.0
0.0

You are right to fear "bulk email" lists. In the UK compliance sector, generic blasting isn't just ineffective; it is a legal risk (PECR/GDPR) that destroys domain reputation. The bottleneck here won’t be the AI writing; it will be creating a smooth approval process. If the "human gate" is clunky, you will stop using the system. I will build this flow inside HubSpot Sales Starter (as requested), likely paired with a precision source like Apollo or Clay to identify Merseyside decision-makers. I will handle the SPF/DKIM authentication to ensure deliverability, set up the "Draft \rightarrow Review \rightarrow Send" queue, and ensure zero emails leave without your explicit approval. I manage similar low-volume, high-touch outbound systems that consistently hit the 1-2 client/month target without ever triggering spam filters. Do you already have a target list of landlords/agents, or is sourcing that data step one?
£200 GBP 7일에
0.0
0.0

I’m an experienced CRM and outbound workflow practitioner with a background in structured B2B outreach, sales operations, and relationship-led business development. I have implemented compliant, low-volume outreach systems using HubSpot (Free and Starter tiers), email authentication frameworks (SPF, DKIM, DMARC), and AI-assisted drafting tools to support professional services firms targeting high-value contracts. My approach aligns closely with your requirements: research-led prospect identification, sourcing organisation-level contact details only, structured CRM logging, and human-approved communication workflows. I do not purchase or use bulk lists, nor do I operate high-volume or autonomous sending systems. Quality, traceability, and compliance governance remain central to every system I build. Recommended tools include HubSpot CRM for pipeline transparency, Google Workspace or Microsoft 365 for secure sending infrastructure, and AI drafting support via controlled prompt frameworks to ensure message consistency and reviewability. Light automation would focus on rate-limited sequences, reply-triggered pauses, and audit-ready activity tracking. I am comfortable working within documented processes and approval gates, and I prioritise data hygiene and risk visibility. I’d welcome the opportunity to help implement a credible, compliant outbound engine aligned to UK GDPR and PECR expectations.
£135 GBP 7일에
0.0
0.0

Hi, there, I have 7+ years of experience in AI-assisted business development automation, CRM management, and compliance-driven outreach programs. My expertise includes configuring HubSpot CRM under strict GDPR and PECR regulations and automating B2B email workflows that respect ethical standards and human approval processes. I have mastered precise email deliverability setups, ensuring SPF, DKIM, and DMARC alignment to maximize inbox placement without spamming. ✅ Configure Google Workspace or Microsoft 365 for email deliverability with full compliance settings. ✅ Set up HubSpot Free or Sales Hub Starter CRM with custom compliance fields and low-volume automation sequences. ✅ Assist in sourcing targeted, verified work emails focusing on care sector, managing agents, and landlords within Merseyside. ✅ Implement AI-assisted personalized email drafting workflows that ensure human review and compliant opt-out handling. ✅ Monitor and categorize replies in CRM with detailed records for compliance audits and workflow hygiene. Could you share more about your preferred AI tools for email personalization or any past experiences you've had with them? I look forward to working with you. Best Regards, Rosita Iniesta.
£150 GBP 1일에
0.0
0.0

Hi, there, as an expert in B2B outreach and compliance, I bring extensive experience in CRM setup, GDPR compliance, and AI-assisted workflows. With a focus on quality over quantity, I aim to help you achieve your goal of acquiring 1-2 new clients per week. ✅ Phase 1: I will set up the system with secure email configurations using Google Workspace or Microsoft 365 and customize the CRM with essential fields. ✅ Phase 2: I'll support in identifying suitable organizations in the Merseyside area with work email addresses. ✅ Phase 3: Implementing AI-assisted personalized email drafting and maintaining compliance with opt-out handling. ✅ Phase 4: Assisting in monitoring replies, categorizing responses, and maintaining CRM hygiene. ✅ Phase 5: Ensuring transparency and auditability in automation while prioritizing quality outreach over volume. I look forward to working with you. Best Regards. Brayan
£150 GBP 1일에
0.0
0.0

✨Hi, dear!✨ How are you doing today? I recently completed a GDPR-compliant AI-assisted B2B outreach system for a professional services firm, which smoothly integrated CRM automation and personalized email workflows to generate consistent client leads. Approach: ✅ Configure your Google Workspace and HubSpot CRM with proper deliverability settings (SPF, DKIM, DMARC) ✅ Build custom compliance fields and rate-limited email sequences ✅ Assist prospect sourcing with qualified, geographically targeted contacts ✅ Deploy AI to draft personalized emails, with your review and approval ✅ Set up transparent reply tracking and CRM hygiene processes ☑ Do you currently use HubSpot Free or Starter edition? ☑ Which AI tools do you prefer for email drafting? ☑ Are there any existing compliance documentation or workflows in place? ☑ How often would you like status updates during setup? I am confident in delivering a compliant, efficient outreach workflow that prioritizes quality and transparency. Looking forward to collaborating on this vital growth system. Best regards, Joana
£150 GBP 1일에
0.0
0.0

Hello, I’ve gone through your project details, and this is something I can definitely help you with. With over 10 years of experience in AI-assisted outreach and CRM implementation, I understand the importance of compliance and quality in B2B outreach. My expertise includes HubSpot CRM, GDPR & PECR compliance, and AI tools for drafting personalized emails, ensuring a structured and effective outreach workflow. I will help you set up a compliant email and CRM system tailored for your consultancy, focusing on identifying suitable organizations and maintaining clean prospect lists. My approach emphasizes safety, transparency, and human approval in every step of the outreach process. Here is my portfolio: https://www.freelancer.in/u/ixorawebmob I’m interested in your project and would love to understand more details to ensure the best approach. Could you clarify: What specific AI tools do you prefer for drafting outreach emails? Let’s discuss over chat! Regards, Arpit Jaiswal
£150 GBP 1일에
0.0
0.0

Wakefield, United Kingdom
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