Apollo.io Setup & Customization

I need [login to view URL] configured from the ground up so my team can start working inside the platform immediately. The build should cover three core areas: lead management, email campaigns, and sales analytics. Here’s the flow I’m envisioning: contacts arrive in [login to view URL], move through a clean lead-management pipeline, trigger automated workflows, and feed real-time metrics into custom dashboards that surface both individual and team performance. Sequences and one-off emails will rely on branded, reusable templates that you create directly in the system. To keep the scope clear, here are the deliverables I’ll review before sign-off: • End-to-end lead stages set up with automation where possible • At least two custom dashboards highlighting funnel health, sequence performance, and rep activity • Three responsive email templates matched to our brand guidelines and tested in [login to view URL]’s editor • Workflow automations that enroll, nurture, and recycle leads based on engagement triggers • Written hand-off notes or a brief loom walkthrough so my team can maintain everything Everything should remain inside native [login to view URL] features—no external add-ons—so future updates stay simple. Let me know your estimated timeline and any clarifying questions, and we can get started right away.

Project ID: 40228935