Excel Automation for Insurance Leads
Budget / Salary$250–750
TypeFreelance project
LocationRemote
Posted1 hour ago
I need an Excel setup to manage leads, current clients, and all documents.
Requirements:
- Automate email generation from the spreadsheet
- Include:
- New lead welcome emails
- Follow-up emails for current clients
- Newsletters or marketing emails
- Personalization with client names and details is a must
Ideal Skills & Experience:
- Proficiency in Excel
- Experience with email automation tools
- Strong organizational skills
- Attention to detail
Requirements:
- Automate email generation from the spreadsheet
- Include:
- New lead welcome emails
- Follow-up emails for current clients
- Newsletters or marketing emails
- Personalization with client names and details is a must
Ideal Skills & Experience:
- Proficiency in Excel
- Experience with email automation tools
- Strong organizational skills
- Attention to detail
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