
Scope of Work
Independent Contractor – Digital Marketing Specialist
Contract Term This engagement is for a fixed term of ninety (90) days, commencing on the effective date of the agreement, unless extended or terminated earlier in accordance with the terms of the Independent Contractor Agreement.
Overview The Digital Marketing Specialist (Contractor) will provide performance-driven digital marketing services focused on growth, conversions, funnel optimization, and analytics. This role will own execution and optimization across paid media, messaging, CRM marketing automation, and analytics, while supporting the Company through a CRM transition. The Contractor will operate independently, managing multiple initiatives during periods of operational change.
Services & Responsibilities 1. Copywriting & Messaging
Develop conversion-focused copy for paid advertisements, email campaigns, SMS campaigns, landing pages, calls‑to‑action (CTAs), and retargeting initiatives
Maintain brand voice, messaging frameworks, and compliance standards
Test, analyze, and optimize messaging based on performance metrics and campaign data
2. Paid Media Management
Set up, manage, and optimize paid advertising campaigns across platforms including Meta, Google, YouTube, and other applicable channels
Monitor performance and continuously optimize campaigns to improve ROI, lead quality, and conversion rates
Manage budgets, audiences, creative testing, and reporting
3. Email, SMS, and Marketing Automations
Build, deploy, and manage email marketing campaigns
Create SMS campaigns and automated workflows
Manage CRM tagging, segmentation, and automation logic
Monitor deliverability, engagement metrics, and performance reporting
4. CRM Transition & Configuration
Serve as the primary marketing contact during the CRM transition
Support migration planning, testing, and timeline coordination
Assist with data mapping, tagging structures, and segmentation strategies
Build and configure marketing automations within the new CRM
Validate lead routing, attribution, reporting accuracy, and integrations
Document CRM workflows, marketing processes, and best practices
Troubleshoot issues related to campaigns, integrations, data flow, and system functionality
Support configuration related to a potential phone provider transition, if it occurs during the contract term
5. Website, Funnels & Analytics
Build and update landing pages and funnel assets
Maintain website content and perform basic SEO updates
Install, manage, and audit tracking pixels, UTMs, and conversion tracking
Monitor dashboards, reports, and analytics to inform optimization decisions
Deliverables
Fully executed and optimized digital marketing campaigns
CRM marketing automation workflows and documentation
Performance reports and insights as requested
Updated website and funnel assets
Functional tracking, attribution, and reporting systems
Qualifications & Experience
Proven experience in digital marketing and paid media management
Strong copywriting skills with a focus on conversion and performance
Hands‑on experience with CRMs and marketing automation platforms
Experience supporting CRM migrations or system transitions (Applied Epic preferred)
Proficiency with analytics, tracking, and reporting tools
Ability to work independently, manage multiple projects, and perform effectively during periods of transition
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Contract Term This engagement is for a fixed term of ninety (90) days, commencing on the effective date of the agreement, unless extended or terminated earlier in accordance with the terms of the Independent Contractor Agreement.
Overview The Digital Marketing Specialist (Contractor) will provide performance-driven digital marketing services focused on growth, conversions, funnel optimization, and analytics. This role will own execution and optimization across paid media, messaging, CRM marketing automation, and analytics, while supporting the Company through a CRM transition. The Contractor will operate independently, managing multiple initiatives during periods of operational change.
Services & Responsibilities 1. Copywriting & Messaging
Develop conversion-focused copy for paid advertisements, email campaigns, SMS campaigns, landing pages, calls‑to‑action (CTAs), and retargeting initiatives
Maintain brand voice, messaging frameworks, and compliance standards
Test, analyze, and optimize messaging based on performance metrics and campaign data
2. Paid Media Management
Set up, manage, and optimize paid advertising campaigns across platforms including Meta, Google, YouTube, and other applicable channels
Monitor performance and continuously optimize campaigns to improve ROI, lead quality, and conversion rates
Manage budgets, audiences, creative testing, and reporting
3. Email, SMS, and Marketing Automations
Build, deploy, and manage email marketing campaigns
Create SMS campaigns and automated workflows
Manage CRM tagging, segmentation, and automation logic
Monitor deliverability, engagement metrics, and performance reporting
4. CRM Transition & Configuration
Serve as the primary marketing contact during the CRM transition
Support migration planning, testing, and timeline coordination
Assist with data mapping, tagging structures, and segmentation strategies
Build and configure marketing automations within the new CRM
Validate lead routing, attribution, reporting accuracy, and integrations
Document CRM workflows, marketing processes, and best practices
Troubleshoot issues related to campaigns, integrations, data flow, and system functionality
Support configuration related to a potential phone provider transition, if it occurs during the contract term
5. Website, Funnels & Analytics
Build and update landing pages and funnel assets
Maintain website content and perform basic SEO updates
Install, manage, and audit tracking pixels, UTMs, and conversion tracking
Monitor dashboards, reports, and analytics to inform optimization decisions
Deliverables
Fully executed and optimized digital marketing campaigns
CRM marketing automation workflows and documentation
Performance reports and insights as requested
Updated website and funnel assets
Functional tracking, attribution, and reporting systems
Qualifications & Experience
Proven experience in digital marketing and paid media management
Strong copywriting skills with a focus on conversion and performance
Hands‑on experience with CRMs and marketing automation platforms
Experience supporting CRM migrations or system transitions (Applied Epic preferred)
Proficiency with analytics, tracking, and reporting tools
Ability to work independently, manage multiple projects, and perform effectively during periods of transition
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