CRM & Funnel Systems Integrator

CRM & Funnel Systems Integrator Required
The Maths Surgery is a multi-audience education platform serving Parents, Students, and Schools.
The visual design layer, frontend implementation, and behavioural architecture have already been completed.

This project is not for branding, UI design, copywriting, marketing strategy, SEO, advertising, optimisation, or funnel consulting.

The architecture already exists.

We're seeking a CRM & Funnel Systems Integrator to implement the approved behavioural architecture and convert the existing platform into a fully functional lead-capture, qualification, booking, and follow-up system.

Current Assets Available
• Complete Figma design system
• Existing frontend website implementation
• Behavioural architecture documentation
• Funnel architecture documentation
• CTA behaviour specifications
• Pathway definitions for Parents, Students, and Schools
• Tool stack recommendations

Your Role
Implement the approved system architecture by configuring and connecting:
• CRM
• Forms
• Booking system
• Automation workflows
• Lead routing
• CTA behaviour
• Follow-up systems
The objective is to create a functioning operational system where user actions trigger the correct workflows, segmentation, and follow-up processes.

Scope of Work

CRM Setup
• Configure CRM structure
• Create Parent, Student, and School pipelines
• Configure lifecycle stages
• Create segmentation logic
• Configure contact properties and workflow states

Forms & Qualification
• Implement qualification forms
• Configure conditional logic
• Route users according to approved pathway architecture
• Connect all submissions to CRM

Booking Integration
• Configure booking system
• Connect booking events to CRM
• Configure reminders and follow-up actions

Automation
• Configure workflow automations
• Lead routing
• Follow-up sequences
• Re-engagement logic
• Event-driven triggers

System Integration
• Connect frontend website to CRM
• Connect forms, booking, and automation systems
• Ensure accurate data flow and tracking
• Test all pathway logic

Deliverables
• Fully configured CRM
• Functional Parent, Student, and School pipelines
• Working qualification flows
• Working booking workflows
• Working automation sequences
• CRM segmentation structure
• End-to-end testing
• Handover documentation

Required Experience
Please apply only if you have direct implementation experience with:
• HubSpot or Attio
• Zapier or Make
• Calendly or SavvyCal
• Typeform or Tally
• CRM implementation
• Funnel automation
• Systems integration

Application Requirements
Please include:
Examples of CRM systems you personally configured.
Examples of automation workflows you personally built.
Examples of funnel implementations you personally delivered.
The tools you would recommend for this project and why.
Estimated timeline.
Fixed-price proposal.
Screening Question
Describe technically what happens after a Parent clicks “Get Started” and explain how that information moves through the system until a consultation is booked or the lead enters a follow-up workflow.
Generic marketing proposals, funnel strategy proposals, UI redesign proposals, and SEO proposals will not be considered.

This role is for implementation and systems integration only.