CRM Setup & Inbound Lead Routing by Rizwan NazirCRM Setup & Inbound Lead Routing by Rizwan Nazir
CRM Setup & Inbound Lead RoutingRizwan Nazir
Cover image for CRM Setup & Inbound Lead Routing
Stop leaking inbound leads. Most databases eventually turn into a mess of overlapping tags and broken email sequences. I step in to clean your data hygiene, build strict segmentation rules, and engineer automated routing (using Kajabi, HubSpot, n8n, or Make.com) so your audience seamlessly transitions into an actual pipeline. No fluff, just clean architecture that works on autopilot.
What's Included (Deliverables):
Complete audit of your current CRM/Kajabi setup.
Data cleanup and strict tag structuring.
Build out of 2 to 3 automated follow-up funnels.
Custom webhook integrations (n8n/Make.com) to route lead alerts directly to your Slack.
The Process (How we work together):
The Audit: We look under the hood to see where leads are currently dropping off.
The Blueprint: I map out the exact tagging structure and automation logic.
The Build: I engineer the funnels, clean the database, and set up the backend integrations.
The Handover: We run a live test, I hand over the keys, and your machine is ready to capture and convert.
FAQs
No. Kajabi is just one platform. I build the underlying logic. Whether your stack includes HubSpot, ActiveCampaign, or a custom CRM, the architecture of capturing, tagging, and routing a lead remains exactly the same.
A VA follows the process you give them. I engineer the process itself. If your database is disorganized and you are leaking leads, throwing more manual labor at it won't fix the root problem. I build the automations (using n8n or Make.com) so no one has to do the manual data entry at all.
No. I map and build the new architecture in parallel to your live setup. We only flip the switch once the new routing and funnels are fully tested. There is zero downtime for your active leads.
We collaborate on this. You provide the core offer and your brand's voice. I structure the buyer psychology, the sequencing logic, and the technical delivery so the emails actually land in the primary inbox and convert.
Just a brief chat about where your current system is failing, and temporary access to your CRM/Kajabi workspace. I handle the heavy lifting and auditing from there.
Starting at$35 /hr
Schedule a call
Tags
HubSpot
Kajabi
Zoho Marketing Automation
CRM Setup
Database Management
Email Sequences
Lead Routing
Marketing Automation
Sales Funnels
Service provided by
Rizwan Nazir Lahore, Pakistan
5.00
Rating
4
Followers
CRM Setup & Inbound Lead RoutingRizwan Nazir
Starting at$35 /hr
Schedule a call
Tags
HubSpot
Kajabi
Zoho Marketing Automation
CRM Setup
Database Management
Email Sequences
Lead Routing
Marketing Automation
Sales Funnels
Cover image for CRM Setup & Inbound Lead Routing
Stop leaking inbound leads. Most databases eventually turn into a mess of overlapping tags and broken email sequences. I step in to clean your data hygiene, build strict segmentation rules, and engineer automated routing (using Kajabi, HubSpot, n8n, or Make.com) so your audience seamlessly transitions into an actual pipeline. No fluff, just clean architecture that works on autopilot.
What's Included (Deliverables):
Complete audit of your current CRM/Kajabi setup.
Data cleanup and strict tag structuring.
Build out of 2 to 3 automated follow-up funnels.
Custom webhook integrations (n8n/Make.com) to route lead alerts directly to your Slack.
The Process (How we work together):
The Audit: We look under the hood to see where leads are currently dropping off.
The Blueprint: I map out the exact tagging structure and automation logic.
The Build: I engineer the funnels, clean the database, and set up the backend integrations.
The Handover: We run a live test, I hand over the keys, and your machine is ready to capture and convert.
FAQs
No. Kajabi is just one platform. I build the underlying logic. Whether your stack includes HubSpot, ActiveCampaign, or a custom CRM, the architecture of capturing, tagging, and routing a lead remains exactly the same.
A VA follows the process you give them. I engineer the process itself. If your database is disorganized and you are leaking leads, throwing more manual labor at it won't fix the root problem. I build the automations (using n8n or Make.com) so no one has to do the manual data entry at all.
No. I map and build the new architecture in parallel to your live setup. We only flip the switch once the new routing and funnels are fully tested. There is zero downtime for your active leads.
We collaborate on this. You provide the core offer and your brand's voice. I structure the buyer psychology, the sequencing logic, and the technical delivery so the emails actually land in the primary inbox and convert.
Just a brief chat about where your current system is failing, and temporary access to your CRM/Kajabi workspace. I handle the heavy lifting and auditing from there.
$35 /hr