Lead Generation & Proposal Research Specialist for AI Automation

### Job Description

**About Me and My Business**  

I am an AI Automation & Systems Architect running my personal brand and owning a B2B AI automation consultancy in its early growth stage. We already have multiple case studies and paying clients. I help companies automate workflows using tools like n8n, Make.com, Zapier, and build custom Notion workspaces.

**The Opportunity**  

I have more qualified leads coming in than I can handle alone. I'm spending too much time on initial research and outreach preparation, when I should focus on scoping projects, pricing, and client discussions. I need help scaling lead qualification and personalized outreach materials efficiently.

**What I'm Looking For**  

An experienced specialist in lead generation and sales support, ideally with background in tech/AI/no-code niches or working for agencies/freelancers in similar fields. You should have proven results in identifying high-quality opportunities, researching prospects, and crafting tailored outreach content that drives responses. I'm not looking for beginners—I want someone with demonstrated expertise I can build on and refine.

I have a solid system already in place, including:

- Detailed SOPs and frameworks for opportunity qualification and personalized content creation

- An AI-assisted filtering agent and prompts (using Claude AI)

- A Google Sheet tracking shortlisted opportunities and alerts

- A Notion CRM for logging research and interactions

- Case studies database and template library

Your role would involve executing and improving this system: researching jobs/clients, qualifying fits, drafting customized proposal/content outlines based on my framework, and suggesting optimizations for better reply rates. I'll review and finalize/submit everything myself.

If you have additional lead gen methods (e.g., warm leads from other channels), I'm open to discussing how to integrate them—the more value you bring, the more opportunities for long-term collaboration and growth.

This starts focused on Upwork opportunities but could expand to other platforms (LinkedIn, Facebook groups, Reddit, etc.) once results are proven. I'm seeking a reliable, long-term partner who values systems, data-driven improvements, and ethical practices.

**Compensation**  

I'm flexible and open to your suggestions. Likely starting with per-batch deliverables (e.g., qualified leads drafted outlines), with bonuses tied to outcomes like high reply rates or conversions. This could transition to a monthly retainer for ongoing support. Let's discuss to align on something fair and motivating—I'm outcome-focused and reward results.

**Primary Focus Areas**  

- Upwork opportunity research and qualification (immediate start)  

- Later expansion: LinkedIn, Facebook groups, Reddit, Fiverr, etc.

**Your Responsibilities**  

**Lead Qualification & Research**  

- Review daily opportunities against my criteria (20-30 per day initially)  

- Use AI tools for initial filtering, then apply human judgment  

- Research client/prospect background (e.g., history, needs, patterns)  

- Document insights and patterns to refine our process  

**Content & Outreach Preparation**  

- Draft personalized proposal outlines or outreach messages using my established framework  

- Ensure high quality, natural tone, and relevance (aim for 10-20 quality drafts/day)  

- Track performance metrics and suggest data-backed improvements  

**Follow-Up Support**  

- Prepare briefs and context for client interactions  

- Update Notion CRM with all research and notes  

All work uses my provided tools (Notion, Claude AI with custom prompts, Google Sheets) for consistency.

**What Makes This Role Different**  

- Full system provided—no starting from scratch (30 page guides, AI agents, templates, case studies)  

- Your focus: execution, refinement, and innovation on top of the foundation  

- Clear scaling path: prove results on one channel, then expand  

- Real business with active clients and revenue—your contributions directly drive growth  

**Who You Are**  

**Must-Haves**  

1. Proven experience in lead gen/sales outreach for freelancers or agencies (bonus in tech/AI/no-code)  

2. Ability to share past metrics (e.g., reply rates, qualification success)  

3. Strong understanding of automation tools (n8n, Make.com, Zapier) and feasibility evaluation  

4. Fluent, natural English writing (human-sounding, no AI flags)  

5. Comfortable with Notion and Claude AI (quick learner if new)  

**Nice-to-Haves**  

- Experience on multiple platforms (LinkedIn, Facebook groups, Reddit)  

- Own methods for sourcing warm leads  

- B2B sales background  

- Timezone flexibility  

**What You'll Get**  

- Complete knowledge base and tools from day one  

- Daily Slack support and clear communication  

- Autonomy in execution and process suggestions  

- Growth potential: from specialist to broader lead/sales role  

**Important Notes**  

No conflicts of interest or data sharing issues—everything stays confidential and ethical. Commit to at least 3 months for stability. Must have reliable setup (computer, internet).

This is a systematic, metrics-driven role with real impact. If you have proven skills in this area and want to help scale a growing AI consultancy, I'd love to hear from you.