Systeme.io Developer for Training Portal
Budget: $2 – $8 USD
FULL PROJECT OVERVIEW — ROSS & ASSOCIATES TRAINING & ONBOARDING ECOSYSTEM
ROSS & ASSOCIATES MBSP LLC is seeking an experienced Systeme.io Training Portal Developer and CRM Automation Specialist to help build a long-term scalable training, onboarding, automation, and membership ecosystem for multiple company divisions.
IMPORTANT:
We are already using Systeme.io as our primary platform, so strong experience with:
* Systeme.io
* Membership portals
* LMS systems
* Automation workflows
* Funnel building
* User access permissions
* CRM onboarding systems
is REQUIRED.
ABOUT OUR COMPANY DIVISIONS
Current and future divisions include:
* Ross & Associates Tax Office
* R&A Pro-Tax Software Solutions
* Ross & Associates Tax Academy
* Ross & Associates Bookkeeping & Accounting
* Ross & Associates Business Formation & Filings
* Ross & Associates Notary Publics Direct
PROJECT GOAL
We are building a complete onboarding and training ecosystem for:
* Tax preparers
* Affiliates
* Contractors
* Office staff
* Remote workers
* Mobile notaries
* Remote online notaries
* Future partners
* Public paid students
Some training sections will be:
* FREE for internal workers and affiliates
* PAID for public users and students
We already have approximately 20+ software and training videos available and will continue expanding over time.
SYSTEM REQUIREMENTS
TRAINING / LMS DEVELOPMENT
* Build training modules
* Upload and organize videos
* Create lesson progression
* Build quizzes and assessments
* Setup certificates of completion
* Create student dashboards
* Setup onboarding progression
* Organize beginner to advanced training levels
* Build protected membership portals
* Setup role-based permissions
* Connect payment systems
* Mobile-friendly layouts
* Clean professional design
* Easy backend management
CRM & AUTOMATION DEVELOPMENT
* Worker onboarding workflows
* Client onboarding workflows
* Pipeline management
* Internal notifications
* Automated emails
* Future SMS automation
* Account/login automation
* Progress tracking
* Task progression systems
* Automation workflows
* Internal dashboard organization
TAX DIVISION TRAINING
This section will include:
* Tax office onboarding
* Tax software training
* CRM workflow training
* Customer communication
* Document collection procedures
* PTIN/EFIN onboarding
* Office procedures
* Compliance procedures
* Internal workflow systems
* Affiliate onboarding
NOTARY DIVISION TRAINING
We also require a separate training area for:
ROSS & ASSOCIATES NOTARY PUBLICS DIRECT
This section will include:
* Mobile Notary training
* Remote Online Notary (RON) training
* Nevada notary procedures
* General notary compliance
* Appointment procedures
* Identity verification
* Document handling
* Client communication
* Pricing setup
* Service packages
* Scheduling systems
* Error prevention
* Professional standards
* Compliance reminders
* Business success training
FUTURE EXPANSION
The system must be scalable for future:
* White-label systems
* Affiliate systems
* Public training programs
* Certification programs
* Continuing education
* Multi-state expansion
* Additional divisions
* Partner onboarding systems
PLATFORMS & TOOLS
Current tools include:
* Systeme.io
* Canva
* Google Drive
* Loom videos
* QuickBooks
* Future CRM integrations
PREFERRED EXPERIENCE
Please apply ONLY if you have experience with:
* Systeme.io
* LMS systems
* Membership portals
* Automation workflows
* Funnel systems
* CRM onboarding
* Course progression systems
* User role permissions
* Online training systems
BONUS EXPERIENCE
* Tax industry systems
* Notary industry knowledge
* Remote Online Notary systems
* White-label systems
* Affiliate programs
* Certification systems
* Contractor onboarding
WHEN APPLYING PLEASE PROVIDE:
1. Examples of Systeme.io work
2. Membership portals built
3. LMS/course systems built
4. Automation workflow examples
5. CRM onboarding examples
6. Estimated timeline
7. Recommended structure for scaling later
This is intended to become a long-term scalable ecosystem across multiple divisions under Ross & Associates MBSP LLC.
ROSS & ASSOCIATES MBSP LLC is seeking an experienced Systeme.io Training Portal Developer and CRM Automation Specialist to help build a long-term scalable training, onboarding, automation, and membership ecosystem for multiple company divisions.
IMPORTANT:
We are already using Systeme.io as our primary platform, so strong experience with:
* Systeme.io
* Membership portals
* LMS systems
* Automation workflows
* Funnel building
* User access permissions
* CRM onboarding systems
is REQUIRED.
ABOUT OUR COMPANY DIVISIONS
Current and future divisions include:
* Ross & Associates Tax Office
* R&A Pro-Tax Software Solutions
* Ross & Associates Tax Academy
* Ross & Associates Bookkeeping & Accounting
* Ross & Associates Business Formation & Filings
* Ross & Associates Notary Publics Direct
PROJECT GOAL
We are building a complete onboarding and training ecosystem for:
* Tax preparers
* Affiliates
* Contractors
* Office staff
* Remote workers
* Mobile notaries
* Remote online notaries
* Future partners
* Public paid students
Some training sections will be:
* FREE for internal workers and affiliates
* PAID for public users and students
We already have approximately 20+ software and training videos available and will continue expanding over time.
SYSTEM REQUIREMENTS
TRAINING / LMS DEVELOPMENT
* Build training modules
* Upload and organize videos
* Create lesson progression
* Build quizzes and assessments
* Setup certificates of completion
* Create student dashboards
* Setup onboarding progression
* Organize beginner to advanced training levels
* Build protected membership portals
* Setup role-based permissions
* Connect payment systems
* Mobile-friendly layouts
* Clean professional design
* Easy backend management
CRM & AUTOMATION DEVELOPMENT
* Worker onboarding workflows
* Client onboarding workflows
* Pipeline management
* Internal notifications
* Automated emails
* Future SMS automation
* Account/login automation
* Progress tracking
* Task progression systems
* Automation workflows
* Internal dashboard organization
TAX DIVISION TRAINING
This section will include:
* Tax office onboarding
* Tax software training
* CRM workflow training
* Customer communication
* Document collection procedures
* PTIN/EFIN onboarding
* Office procedures
* Compliance procedures
* Internal workflow systems
* Affiliate onboarding
NOTARY DIVISION TRAINING
We also require a separate training area for:
ROSS & ASSOCIATES NOTARY PUBLICS DIRECT
This section will include:
* Mobile Notary training
* Remote Online Notary (RON) training
* Nevada notary procedures
* General notary compliance
* Appointment procedures
* Identity verification
* Document handling
* Client communication
* Pricing setup
* Service packages
* Scheduling systems
* Error prevention
* Professional standards
* Compliance reminders
* Business success training
FUTURE EXPANSION
The system must be scalable for future:
* White-label systems
* Affiliate systems
* Public training programs
* Certification programs
* Continuing education
* Multi-state expansion
* Additional divisions
* Partner onboarding systems
PLATFORMS & TOOLS
Current tools include:
* Systeme.io
* Canva
* Google Drive
* Loom videos
* QuickBooks
* Future CRM integrations
PREFERRED EXPERIENCE
Please apply ONLY if you have experience with:
* Systeme.io
* LMS systems
* Membership portals
* Automation workflows
* Funnel systems
* CRM onboarding
* Course progression systems
* User role permissions
* Online training systems
BONUS EXPERIENCE
* Tax industry systems
* Notary industry knowledge
* Remote Online Notary systems
* White-label systems
* Affiliate programs
* Certification systems
* Contractor onboarding
WHEN APPLYING PLEASE PROVIDE:
1. Examples of Systeme.io work
2. Membership portals built
3. LMS/course systems built
4. Automation workflow examples
5. CRM onboarding examples
6. Estimated timeline
7. Recommended structure for scaling later
This is intended to become a long-term scalable ecosystem across multiple divisions under Ross & Associates MBSP LLC.