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Create Professional Email and Video for Real Estate Investor CRM
I’m looking to hire a creative freelancer to help me build a professional, polished, and effective email outreach system that integrates video (like Loom) and CRM capabilities. I want to be able to: • Maintain a database of investors (with notes, tags, and deal history) • Send elegant email updates about new real estate opportunities, ideally with embedded or linked video pitches • Keep the whole experience high-end, clean, and investor-friendly The system should allow me to quickly record a deal overview (via Loom, Vimeo, or another tool), generate a beautiful email, and send it to selected investors or groups. Deliverables: • CRM setup (e.g., HubSpot, or another recommended platform) • Email template design (branded, mobile-friendly, clean layout for investor updates) • Video integration (set up a workflow: I record → it gets uploaded/linked → email goes out) • Workflow for tagging and segmenting investors by interest/location/investment history • Integration with Google Sheets or Notion, or similar Ideal Candidate: • Has built similar systems for real estate professionals, investor relations, or startups • Understands email marketing platforms and CRM tools • Has a sharp eye for design and professionalism — this is going to high-net-worth individuals • Can think through the entire workflow and make it simple and repeatable To Apply: Please send: • A brief summary of relevant experience (bonus if you’ve worked with real estate or investor-focused businesses) • Examples of email templates or CRM systems you’ve built • Your recommended tools/tech stack for this setup • An estimated timeline and cost to complete the project I move quickly when I find the right person. Let’s build something great.