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upwork.com π’ 2026-05-16
πΉ Lead Generation & Executive Research Assistant
π€ Client: πΊπΈ USA Member since 2023-07-07
π° Price: $5.00-$10.00 Hourly
π© Problem: Ensure accurate and detailed lead enrichment for a 401(k) consulting CRM system.
π¦ Existing: LinkedIn, Apollo.io, spreadsheets, CRM systems (Not specified)
Specifications:
[Target] Company details: CEO / President / Managing Partner, CFO / Finance Executive, main phone number, company website
[Method] Research using Google Search, LinkedIn, company websites, ZoomInfo previews, business directories
[UI/UX] Not applicable (Data entry into CRM system)
[Stack] Web scraping tools, data validation scripts, CRM integration API
[Security] Data privacy compliance, secure data handling and storage
[Format] JSON or CSV for structured data input
Workflow:
Gather initial trial batch of 50 leads.
Research each lead using provided sources to collect required details.
Verify company name, city, state by cross-referencing multiple sources.
Identify and verify CEO / President / Managing Partner and CFO / Finance Executive if available.
Collect main company phone number and website URL.
Enter verified data into CRM system in specified format.
Mark leads with incomplete or uncertain information for review.