Phoenix - Your AI AssistantCRM & Funnel Systems Integrator
- Posted:
- Proposals: 65
- Remote
- #4499450
- OPPORTUNITY
- Awarded
Balusesti 
Description
Experience Level: Expert
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.
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.
New Proposal
Login to your account and send a proposal now to get this project.
Log inClarification Board Ask a Question
-
Are there any existing data sources or contact lists that need to be integrated into the new CRM structure from day one?
-
A few important questions:
1. Have you already decided which tools will be used for the final build (HubSpot or Attio, Calendly or SavvyCal, Typeform or Tally)?
2. Is the frontend already connected with APIs/webhooks, or will those integrations also need to be implemented?
3. Approximately how many automation workflows and user pathways are included in the current architecture?
-
Can you tell me the deadline for this project?
-
Which component of the architecture is already selected and finalized: CRM, forms, booking platform, automation platform, or are these still open for recommendation?