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English
$
USD
I will set up and optimize your activecampaign CRM
Marketing Automation and CRM Consultant
Hi, I’m Jessica, a Marketing Automation & CRM Consultant.
I help businesses improve lead management, sales pipelines and customer journeys through smarter processes and connected systems.
I can audi...
About this Gig
Is your ActiveCampaign account supporting your sales process, or has it become a collection of disconnected tags, lists and automations?
I help businesses organize and optimize ActiveCampaign as a CRM and marketing automation system. I start by understanding your lead management and customer journey, then identify gaps and improvement opportunities.
Depending on the package, I can help with:
- ActiveCampaign account and automation audits
- CRM fields, tags, lists, segments and pipelines
- Lead capture, qualification, nurturing and follow-up workflows
- Automation planning, setup, testing and optimization
- Data quality and process improvements
- Prioritized recommendations and summary reports
My strategy-first approach ensures every automation supports a clear business process, reduces manual work and helps sales and marketing teams manage leads effectively.
Packages cover standard ActiveCampaign configurations. New account setup is available as an extra. Complex API work, migrations, email copywriting, advanced integrations and highly complex automations require a custom offer.
Please message me before ordering so I can confirm the scope and recommend the right package.
Software:
ActiveCampaign
FAQ
Do I need to contact you before placing an order?
Yes. Please message me first so I can review your ActiveCampaign setup, confirm the scope and recommend the most suitable package.
What is considered a standard automation?
A standard automation uses native ActiveCampaign features, one main trigger, up to 10 actions and limited branching. APIs, custom code, advanced logic or external tools require a custom offer.
What does the ActiveCampaign audit cover?
The audit reviews your account structure, fields, tags, lists, segments, pipelines, data organization and the number of existing automations included in your package. You receive prioritized findings and recommendations.
Does the Basic package include implementation?
No. The Basic package includes analysis and a prioritized report. Fixes, optimization and new automation setup require another package or a custom offer.
Is email copywriting or template design included?
No. Email copy, branded templates and creative assets must be provided by the client. These services can be assessed separately if needed.
Can you integrate ActiveCampaign with other platforms?
Simple native integrations can be assessed within the project. Make, Zapier, n8n, APIs and advanced third-party integrations require a custom offer.
What access will you need?
You will need to invite me to your ActiveCampaign account as a user with the permissions required for the agreed work. You should never share your password.
What does the Account Setup extra include?
It covers core account settings, agreed fields, tags, lists, segments and one pipeline. Data migration, email creation, external integrations and complex automations are not included.
What is included in the training session?
The training includes a 60-minute walkthrough of the implemented setup, automation logic, recommendations and time for questions. Ongoing support is not included.
What counts as a revision?
A revision covers corrections to the agreed deliverables. New workflows, additional requirements or changes to the approved scope require an extra or custom offer.
