Nexus Global - Project Briefs & Team Role Assignments

Establishing clear project briefs and defining team roles to streamline operations and maximize efficiency.

1. Lead Generation & Prospecting

Project Brief: Automated Lead Generation & Qualification

Objective:

• Implement AI-driven lead generation using Aminos.ai, NinjaPipe, and Leadsgorilla.io.
• Automate inbound and outbound lead capture, qualification, and CRM segmentation.

Key Deliverables:

✅ Set up Aminos.ai Chatbot for automated lead engagement.

✅ Integrate Typeform/Ply.io lead capture into website & social media.

✅ Automate outbound prospecting using Leadsgorilla.io and GoHighLevel sequences.

✅ Implement lead qualification automation in NinjaPipe & HubSpot CRM.

✅ Set up ClickUp automation for lead tracking & team notifications.

Assigned Roles:

• Lead Generation Specialist – Oversees automation, optimizes lead acquisition.
• CRM Manager – Manages HubSpot segmentation & lead nurturing.
• Automation Engineer – Configures Ply.io, NinjaPipe, and chatbot workflows.

2. Sales & Client Acquisition