SUR Media Agency is an international media and marketing agency headquartered in Dubai, specializing in influencer marketing, PR, SMM, and creative production. We work with brands across the MENA region and globally, helping them build strong digital presence, drive meaningful engagement, and achieve measurable results.
Our team combines strategic thinking, creativity, and data-driven decision-making to deliver impactful campaigns and long-term value for our clients.
Freelance CRM Specialist
Objective:
To develop and implement an effective CRM communication strategy across WhatsApp, Email, and Push notifications. The goal is to design a trigger-based customer journey, define KPIs for each scenario, and ensure a measurable increase in engagement and conversions.
1. Analysis & Structure
- Conduct an audit of current customer communication and data flow (if available).
- Build a mind map of the entire CRM funnel — from registration to re-engagement.
- Develop the logical sequence of automated triggers for WhatsApp, Email, and Push
2. Trigger Campaign Development
- Write detailed scenarios and message flows for each trigger, including conditions, segmentation, and target action.
- Prepare a content plan for all automated campaigns: welcome series, activation, reminders, retention, and win-back flows.
- Create message templates for each channel (structure, tone, CTA)
3. KPI & Analytics
- Define key performance indicators for every trigger (open rate, CTR, conversion, return rate, etc.)
- Build a KPI table with logic for tracking and reporting.
4. Tools & Integration Recommendations
- Suggest automation tools (Bitrix24, Kommo, SendPulse, Mindbox, CarrotQuest, etc.).
- Provide a short technical description of how to integrate the CRM with WhatsApp Business API, Email, and Push platforms.
Expected Deliverables
- Mind map of the CRM funnel
- Table listing all triggers, conditions, and KPIs.
- Content plan with example messages
- Recommendations on tools and integration logic
Requirements for the Specialist
- Proven experience working with CRM platforms
- Practical experience setting up automated and trigger-based campaigns in WhatsApp / Email / Push
- Ability to visualize funnels
- Strong analytical and strategic thinking skills