Help Me Set Up My First Lead Generation Funnel – WordPress, Mailchimp, OptinMonster, Jane App

Hi there,

I’m a Canadian Registered Social Worker and therapist in private practice. I’m currently focused on growing my therapy clientele and preparing for a coaching launch in the fall.

I have two lead magnets already created, and now I’m looking for a reliable freelancer who can:
What I Need Help With:
Assess & Advise:

Review my plan to use Mailchimp, OptinMonster, and Jane App

Recommend whether this stack is the best and most cost-effective solution for now and scalable for when I grow

Tech Setup (One Funnel to Start):

Install/setup OptinMonster on my WordPress site

Create one lead capture form (popup or embedded form) with Mailchimp integration

Connect to an automated email sequence in Mailchimp

Deliver the lead magnet (PDF or link)

Include a call to action to book a therapy consult via my Jane App booking page

Teach Me How to Do It Again:

Provide a walkthrough or screen recording showing me how to duplicate the process for future lead magnets

WordPress (site fully built)

Jane App (with Mailchimp integration available)

Mailchimp (account not yet created)

Lead magnets (already designed and ready to go)

Goal:
To create a simple, repeatable lead generation funnel that will help grow my therapy practice. I want a clean setup I can manage myself going forward and build on when I launch my coaching programs later this year.

In Your Proposal, Please Include:
Your flat rate or hourly estimate

Timeline to complete this

Your experience with WordPress, Mailchimp, OptinMonster, and funnels

Whether you think my current tech stack is a good fit or what you might recommend instead

Thanks!
Lance J. Jackson
evolutioncounsellingandwellness.ca