AI Automation Specialist Needed to Build an AI Sales Agent
Budget: $100.0
FIXED /
⭐ 4.97 (14)
USA
artificial-intelligence, lead-generation, data-scraping, python
We’re looking for an experienced AI Automation Specialist to build a complete AI-powered sales and operations system for our agency. The goal is to automate our lead management, appointment booking, customer communication, CRM workflows, and client onboarding.
Our website is custom-built using Tailwind CSS with a custom backend (not WordPress), so the automation must integrate through APIs, webhooks, embedded scripts, or backend integrations.
AI Lead Capture & Qualification
Build an automated lead capture system that:
* Integrates with our custom-coded website
* Captures leads from website forms
* Captures leads from chat widgets
* Captures leads from Facebook and Instagram
* Creates new contacts inside our CRM
* Qualifies prospects using AI
* Collects customer information, budget, goals, timeline, and contact details
⸻
AI Voice Appointment Setter
Develop an AI voice assistant capable of:
* Calling new leads automatically
* Answering inbound calls
* Qualifying prospects
* Handling common sales questions
* Booking appointments directly into our calendar
* Sending appointment confirmations
* Sending reminders
* Rescheduling appointments
* Handling missed calls with automatic SMS follow-up
* Transferring calls to a live representative when necessary
⸻
AI Website Chat Assistant
Build an AI chatbot that can:
* Answer questions about our services
* Recommend services based on customer needs
* Capture lead information
* Schedule consultations
* Transfer conversations to a human when required
⸻
CRM & Sales Pipeline Automation
Develop workflows that:
* Automatically create contacts
* Organize sales pipeline stages
* Assign follow-up tasks
* Notify team members of new leads
* Track appointments
* Track proposals
* Track won and lost opportunities
* Maintain complete customer history
⸻
Automated Follow-Up System
Create automated SMS and email workflows for:
* New lead nurturing
* Appointment reminders
* Missed appointments
* Proposal follow-ups
* No-response leads
* Lost opportunities
* Client re-engagement
* Google review requests
⸻
Client Onboarding Automation
After a prospect becomes a client, automate:
* Welcome emails
* Client onboarding forms
* Information collection
* Kickoff meeting scheduling
* Internal task creation
* CRM updates
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Reporting Dashboard
Develop dashboards showing:
* Lead volume
* Appointment bookings
* Conversion rates
* Sales pipeline
* Response times
* Marketing performance
* Monthly KPIs
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