Automation Expert for Online Education Business
Budget: $250 – $750 USD
I’m looking for a tech-savvy, detail-oriented automation and funnel expert to help me fully set up and integrate the backend systems for my online education business. This is a one-time setup project with potential for ongoing consulting work if you’re a great fit.
I have two virtual assistants who will run the system long-term, so I need you to record short screen-share tutorials as you work—so they can learn and manage everything you build once you're done.
Scope of Work Includes (but not limited to):
1. Go High Level Setup
Calendar setup (for booking calls & webinars)
Tagging, pipelines, campaigns, workflows, triggers
Custom landing pages & opt-in funnels
Email + SMS marketing automation sequences
2. ManyChat Integration
Instagram DM automation (keyword triggers, quick replies)
Lead flow into Go High Level CRM
Facebook comment-to-DM automation
3. WebinarJam Integration
Webinar registration setup
Confirmation, reminder, and replay follow-up automations
Connection to Go High Level
4. ScoreApp Integration
Embed quiz on landing page (already created)
Ensure contact details flow into Go High Level + segmentation
5. Pixel & Analytics Setup
Facebook + TikTok pixel installation
Google Analytics + conversion tracking
Event tracking for webinar registrations, quiz completions, and opt-ins
6. Documentation + Tutorials
Record brief (1–3 min) explainer videos for each system you build
Organized folder or Notion doc with links, passwords, and process steps
Screenshare with explanations as if teaching my team
Ideal Candidate:
Has done this kind of work before (please share examples)
Familiar with Go High Level, ManyChat, WebinarJam, and ScoreApp
Can work quickly but accurately
Understands how lead nurturing and conversion funnels work
Knows how to teach others and break things down in a clear way
Timeline:
Hoping to start immediately
Ideal turnaround time: 5–7 days
To Apply, Please Include:
A short note about your relevant experience
2–3 examples of similar work you've done
Whether you’re available to start this week
Your flat project fee (or your hourly rate + expected time to complete)
Overview of the Funnel & Tech Stack
We’re creating a high-converting automated funnel that takes cold traffic from social media and warms them into webinar registrants and paying customers, while capturing lead data, tagging interests, and nurturing them through both email and text.
1. TRAFFIC SOURCES (Top of Funnel)
Platforms Used:
Facebook, Instagram, TikTok, YouTube
Strategy:
We drive traffic to the ScoreApp quiz/assessment through organic posts, reels, and paid ads.
2. SCOREAPP (Lead Magnet & Lead Segmentation)
Purpose:
ScoreApp is used as an interactive quiz/assessment to capture leads and segment them based on their answers.
Integrations Needed:
Connect ScoreApp to Go High Level (GHL) via webhook or Zapier.
Upon quiz completion, send leads to:
A custom results page
An automated GHL workflow that delivers their result and invites them to the webinar
3. GO HIGH LEVEL (Main CRM + Automation Hub)
Purpose:
All contacts are managed in GHL. We build pipelines, workflows, tags, and email/SMS automations here.
Tasks:
Create the entire lead capture and follow-up journey
Set up pipelines to track who signed up, who attended, who bought
Create nurture workflows:
Email + SMS for quiz follow-up
Webinar registration reminders
Post-webinar follow-up
Abandoned webinar flows
Replay email/SMS sequences
4. EMAIL MARKETING (via GHL)
Purpose:
Automate nurture and conversion through email.
Sequences needed:
Quiz Result + Value Nurture (1–2 emails)
Webinar Confirmation & Reminder (4–5 emails)
Post-Webinar Offer Follow-up (5–7 emails)
Re-engagement Sequence for no-shows or non-buyers
5. TEXT MESSAGE MARKETING (via GHL)
Purpose:
Send critical reminders and increase show-up rates.
Messages Needed:
Quiz confirmation
Webinar reminders (1 day, 1 hour, 15 minutes before)
Replay link
"Spots filling up" urgency texts
Personalized check-in messages for high-interest leads
6. MANYCHAT (DM Automation)
Purpose:
Capture warm leads from social platforms and direct them into the funnel.
Tasks:
Set up IG and FB DMs that guide users to take the quiz or register for the webinar.
Trigger GHL webhook or Zap to send ManyChat leads into GHL pipeline.
7. WEBINARJAM (Live Webinar Platform)
Purpose:
We’ll host live webinars here, inviting qualified leads from ScoreApp + ManyChat.
Integrations Needed:
Webinar registration triggers confirmation emails/texts in GHL
After the webinar, WebinarJam tags attendees/no-shows
GHL automations send tailored follow-up based on behavior (attended, left early, didn’t show, etc.)
8. SALES PAGE / CHECKOUT
Purpose:
Send interested webinar attendees to a GHL sales page or high-converting checkout to enroll in the program.
Tasks:
Connect payment system (Stripe or other)
Track conversions inside GHL
Trigger "New Customer" onboarding email/SMS workflow
9. BONUS: PIXELS & TRACKING
Platforms:
Facebook Pixel
TikTok Pixel
Google Tag Manager (optional)
Purpose:
To track lead behavior for retargeting, ad optimization, and better data.
Goal of the Funnel
To seamlessly move someone from social media → ScoreApp → GHL → Webinar → Purchase with a complete ecosystem of automation, nurturing, and tracking.
I have two virtual assistants who will run the system long-term, so I need you to record short screen-share tutorials as you work—so they can learn and manage everything you build once you're done.
Scope of Work Includes (but not limited to):
1. Go High Level Setup
Calendar setup (for booking calls & webinars)
Tagging, pipelines, campaigns, workflows, triggers
Custom landing pages & opt-in funnels
Email + SMS marketing automation sequences
2. ManyChat Integration
Instagram DM automation (keyword triggers, quick replies)
Lead flow into Go High Level CRM
Facebook comment-to-DM automation
3. WebinarJam Integration
Webinar registration setup
Confirmation, reminder, and replay follow-up automations
Connection to Go High Level
4. ScoreApp Integration
Embed quiz on landing page (already created)
Ensure contact details flow into Go High Level + segmentation
5. Pixel & Analytics Setup
Facebook + TikTok pixel installation
Google Analytics + conversion tracking
Event tracking for webinar registrations, quiz completions, and opt-ins
6. Documentation + Tutorials
Record brief (1–3 min) explainer videos for each system you build
Organized folder or Notion doc with links, passwords, and process steps
Screenshare with explanations as if teaching my team
Ideal Candidate:
Has done this kind of work before (please share examples)
Familiar with Go High Level, ManyChat, WebinarJam, and ScoreApp
Can work quickly but accurately
Understands how lead nurturing and conversion funnels work
Knows how to teach others and break things down in a clear way
Timeline:
Hoping to start immediately
Ideal turnaround time: 5–7 days
To Apply, Please Include:
A short note about your relevant experience
2–3 examples of similar work you've done
Whether you’re available to start this week
Your flat project fee (or your hourly rate + expected time to complete)
Overview of the Funnel & Tech Stack
We’re creating a high-converting automated funnel that takes cold traffic from social media and warms them into webinar registrants and paying customers, while capturing lead data, tagging interests, and nurturing them through both email and text.
1. TRAFFIC SOURCES (Top of Funnel)
Platforms Used:
Facebook, Instagram, TikTok, YouTube
Strategy:
We drive traffic to the ScoreApp quiz/assessment through organic posts, reels, and paid ads.
2. SCOREAPP (Lead Magnet & Lead Segmentation)
Purpose:
ScoreApp is used as an interactive quiz/assessment to capture leads and segment them based on their answers.
Integrations Needed:
Connect ScoreApp to Go High Level (GHL) via webhook or Zapier.
Upon quiz completion, send leads to:
A custom results page
An automated GHL workflow that delivers their result and invites them to the webinar
3. GO HIGH LEVEL (Main CRM + Automation Hub)
Purpose:
All contacts are managed in GHL. We build pipelines, workflows, tags, and email/SMS automations here.
Tasks:
Create the entire lead capture and follow-up journey
Set up pipelines to track who signed up, who attended, who bought
Create nurture workflows:
Email + SMS for quiz follow-up
Webinar registration reminders
Post-webinar follow-up
Abandoned webinar flows
Replay email/SMS sequences
4. EMAIL MARKETING (via GHL)
Purpose:
Automate nurture and conversion through email.
Sequences needed:
Quiz Result + Value Nurture (1–2 emails)
Webinar Confirmation & Reminder (4–5 emails)
Post-Webinar Offer Follow-up (5–7 emails)
Re-engagement Sequence for no-shows or non-buyers
5. TEXT MESSAGE MARKETING (via GHL)
Purpose:
Send critical reminders and increase show-up rates.
Messages Needed:
Quiz confirmation
Webinar reminders (1 day, 1 hour, 15 minutes before)
Replay link
"Spots filling up" urgency texts
Personalized check-in messages for high-interest leads
6. MANYCHAT (DM Automation)
Purpose:
Capture warm leads from social platforms and direct them into the funnel.
Tasks:
Set up IG and FB DMs that guide users to take the quiz or register for the webinar.
Trigger GHL webhook or Zap to send ManyChat leads into GHL pipeline.
7. WEBINARJAM (Live Webinar Platform)
Purpose:
We’ll host live webinars here, inviting qualified leads from ScoreApp + ManyChat.
Integrations Needed:
Webinar registration triggers confirmation emails/texts in GHL
After the webinar, WebinarJam tags attendees/no-shows
GHL automations send tailored follow-up based on behavior (attended, left early, didn’t show, etc.)
8. SALES PAGE / CHECKOUT
Purpose:
Send interested webinar attendees to a GHL sales page or high-converting checkout to enroll in the program.
Tasks:
Connect payment system (Stripe or other)
Track conversions inside GHL
Trigger "New Customer" onboarding email/SMS workflow
9. BONUS: PIXELS & TRACKING
Platforms:
Facebook Pixel
TikTok Pixel
Google Tag Manager (optional)
Purpose:
To track lead behavior for retargeting, ad optimization, and better data.
Goal of the Funnel
To seamlessly move someone from social media → ScoreApp → GHL → Webinar → Purchase with a complete ecosystem of automation, nurturing, and tracking.