CRM, Workflow, and Automation Setup in Ivorey.io for Coaching Business

Project Description:

I’m seeking an experienced marketing automation and CRM specialist familiar with Ivorey.io to help optimize and streamline the backend of my coaching business.

I am a coach/mentor for small business owners and solopreneurs, specializing in helping people start and scale vending machine businesses. My business includes online courses, webinars, consulting, and 1:1 coaching.

I already have the following in place:
- A lead magnet (https://links.firststepshq.com/vsf-free-guide) and funnel
- Website (www.firststepshq.com) and email list (200+)
- Online community for clients
- Workshop course launching in early December

I now need support with the backend systems and integrations to make everything run smoothly.

Scope of Work:

1. Ivorey.io Setup & Optimization
- Create and refine automations, workflows, and CRM pipelines for lead nurturing and client onboarding.
- Integrate with existing forms, funnels, and calendars.
- Build out tags, segments, and triggers for improved lead tracking and follow-up.

2. Lead Generation & Conversion Systems
- Integrate social media postings (Facebook, Instagram, LinkedIn, etc.) for seamless lead capture.
- Set up automations for email sequences, follow-ups, and reminders.
- Optimize conversion paths from lead magnet → email list → course/community signup.

3. Website & Funnel Review
Evaluate website and funnel for:
- Formatting and functionality
- User experience (UX) and flow
- Aesthetic appeal and clarity of messaging
- Basic SEO and keyword optimization

4. Recommendations & Documentation
- Provide a short summary or checklist of what’s been done and recommendations for future improvements.

Ideal Freelancer:
- Proven experience with Ivorey.io (or similar platforms like GoHighLevel, Kartra, or Kajabi)
- Strong background in CRM setup, automations, and funnel building
- Understanding of digital marketing, SEO, and conversion optimization
- Ability to integrate tools for coaching or course-based businesses
- Detail-oriented and able to communicate clearly

Deliverables:
- Fully functional CRM and automation system in Ivorey.io
- Integrated social media lead capture and email workflows
- Reviewed and optimized website and funnel
- Documentation and walkthrough of setup

Timeline:
Ideally completed by late November, ahead of a December course launch.

Budget:

Open to proposals — please include estimated hours and/or a project quote, along with examples of similar work.