Prospect Database Builder / LinkedIn Experience – Upwork

Project goal:  build an Excel database of 2500 financial advisers within a 50 mile radius of our office.
Use LinkedIn as the primary research tool.  
Industry – financial services
Title – wealth manager OR premier wealth manager OR IFA OR independent financial adviser OR financial adviser OR financial advisor OR financial planning OR financial planner OR chartered financial planner OR Corporate Benefits Specialist OR Strategic Financial Planner OR Independent Financial Planner
Postcode: within 35 miles of – sg5 3pf
Industry – financial services
Years of experience – 6+
Exclude – St. James’s Place Wealth Management
Tag – CMP
Company name
Phone number
Full postal address
Website url
About the company (short paragraph)
Contact name
Contact title
LinkedIn url
Email address
Years in role
Contact notes – short paragraph
When responding, please reference two similar projects so that I know you have the required experience – please do not provide any other project URLs or references.
When providing your quote please give your best time estimate complete the project in addition to the cost. The project will be done in five phases – each phase will be 500 contacts in the database. Let me know how much it would cost for each phase separately.

Budget: $1,000

Posted On: June 10, 2018 14:46 UTC
Category: Sales & Marketing > Lead Generation

Skills: Microsoft Excel
Country: United Kingdom
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