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I’m in the early stages of setting up a new debt-resolution company that focuses exclusively on helping everyday people regain financial stability. The firm will provide two core services—debt settlement and credit counseling—and all client interaction will happen through phone consultations, email support, and a live-chat widget on the website. I’m looking for an experienced professional who can take this high-level concept and turn it into an operational reality. That means shaping the service model, building compliant processes, and packaging everything so my team can start serving clients right away. Key areas I need help with: • Service design: map the full journey for debt-settlement and credit-counseling clients, including assessment tools, repayment-plan templates, and follow-up cadence. • Regulatory compliance: outline licensing, state-by-state requirements, disclosures, and client-agreement language to keep us on the right side of consumer-protection rules. • Operational assets: phone-consultation scripts, email sequences, live-chat knowledge base, and an internal SOP handbook that keeps staff consistent. • Go-live roadmap: timeline, KPIs, and any tech stack recommendations (CRM, call-tracking, chat integration) so we can launch smoothly and measure success from day one. If you’ve helped build or optimize a debt-relief, credit-repair, or financial-counseling operation before—and you can point to tangible results—let’s talk. I’m ready to move quickly once I know I’ve got the right partner on board.
Project ID: 40173451
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2 freelancers are bidding on average ₹8,500 INR for this job

With years of extensive experience in project management in the realm of business development, CRM, process automation and, digital marketing, my team at Zayer Tech is uniquely qualified to guide your debt relief firm from concept to reality. We have a knack for employing strategic insights to deliver high-impact solutions that increase efficiency and promote compliance. In regards to your key areas of need, our adept team can help design your service model for debt-settlement and credit counseling clients proficiently - mapping out the entire client journey with meticulous attention to detail. Our experiences integrating AI and generating automated processes mean we have the know-how to assist you in streamlining these services effectively. We understand that regulatory compliance is vital in your industry. At Zayer Tech, we have immense experience navigating state-by-state requirements and creating thorough documentation to ensure our clients always stay on the right side of consumer-protection rules. We are confident that our proficiency in CRM systems can also aid in building operational assets like phone-consultation scripts, email sequences, and live-chat knowledge base.
₹7,000 INR in 7 days
6.8
6.8

Hello, With extensive experience as a Business and Financial Consultant, I can help transform your debt-relief firm concept into a compliant, operational business. I’ve supported startups end-to-end—from strategy design to execution—ensuring scalability and regulatory alignment. What I bring to your project: >Startup strategy, service mapping, and go-live roadmaps >Regulatory and consumer-protection compliance alignment >Process design and operational efficiency optimization >MBA-backed expertise in strategy and finance >Investor-ready business plans, financial models, and pitch decks >Proven fundraising success for early-stage ventures All deliverables are client-centric, compliance-focused, and growth-oriented. I work discreetly, meet deadlines without exception, and collaborate closely to ensure your debt-relief services are packaged for rapid client engagement and long-term sustainability. Sincerely, S. Singh
₹9,999 INR in 5 days
4.6
4.6

Delhi, India
Member since Nov 2, 2025
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