Develop Credit Business Automation System
Budget: $30 – $250 USD
PROJECT TITLE:
Build Automated Funding Readiness System for Credit Repair Business
PROJECT OVERVIEW:
I own a credit repair and funding education company called Poinsette Credit Solutions. I need a freelancer to build an automated “Funding Readiness Assessment System” integrated into my existing WordPress website and Mailchimp setup.
This is NOT a custom app build. I want a clean, professional automation system using existing tools and integrations.
GOAL:
Create a lead capture + automation workflow that:
- collects client funding readiness data
- categorizes clients automatically
- sends automated email sequences
- tags users based on credit profile factors
- integrates with Calendly and Mailchimp
- stores client data in a simple dashboard/CRM
CURRENT SYSTEMS:
- WordPress website
- Mailchimp
- Calendly
- Existing onboarding/intake process
WHAT I NEED BUILT:
1. FUNDING READINESS ASSESSMENT PAGE
Create a professional landing page on WordPress with:
- headline section
- benefits section
- assessment/intake form
- CTA buttons
- Calendly integration
- mobile responsive design
2. INTAKE FORM
Build a form that collects:
- name
- email
- phone
- estimated credit score range
- utilization percentage
- late payments
- collections
- inquiries
- total credit limits
- funding goals
- business funding interest
3. AUTOMATION LOGIC
Create automation rules such as:
- high utilization tagging
- funding ready tagging
- business funding prospect tagging
- repair phase tagging
4. MAILCHIMP INTEGRATION
Connect form submissions to Mailchimp lists/tags and trigger automated email sequences based on user status.
5. CRM / DASHBOARD
Create a simple Airtable or GoHighLevel dashboard to organize:
- leads
- readiness status
- inquiry counts
- utilization
- notes
- follow-up stage
6. CALENDLY INTEGRATION
Connect booking system after form completion.
7. AUTOMATION TOOLS
Preferred tools:
- Zapier
- Make.com
- Airtable
- GoHighLevel
- Fluent Forms
- Typeform
NO CUSTOM CODING OR MOBILE APP NEEDED RIGHT NOW.
DELIVERABLES:
- fully working assessment page
- functioning automation workflows
- Mailchimp integration
- CRM/dashboard setup
- testing and troubleshooting
- short Loom video explaining system
PLEASE INCLUDE:
- examples of similar automation systems
- tools you recommend
- estimated timeline
- estimated total cost
- ongoing maintenance pricing if available
IMPORTANT:
I am building this in phases, so I prefer scalable and affordable solutions first instead of overcomplicated custom software.
Build Automated Funding Readiness System for Credit Repair Business
PROJECT OVERVIEW:
I own a credit repair and funding education company called Poinsette Credit Solutions. I need a freelancer to build an automated “Funding Readiness Assessment System” integrated into my existing WordPress website and Mailchimp setup.
This is NOT a custom app build. I want a clean, professional automation system using existing tools and integrations.
GOAL:
Create a lead capture + automation workflow that:
- collects client funding readiness data
- categorizes clients automatically
- sends automated email sequences
- tags users based on credit profile factors
- integrates with Calendly and Mailchimp
- stores client data in a simple dashboard/CRM
CURRENT SYSTEMS:
- WordPress website
- Mailchimp
- Calendly
- Existing onboarding/intake process
WHAT I NEED BUILT:
1. FUNDING READINESS ASSESSMENT PAGE
Create a professional landing page on WordPress with:
- headline section
- benefits section
- assessment/intake form
- CTA buttons
- Calendly integration
- mobile responsive design
2. INTAKE FORM
Build a form that collects:
- name
- phone
- estimated credit score range
- utilization percentage
- late payments
- collections
- inquiries
- total credit limits
- funding goals
- business funding interest
3. AUTOMATION LOGIC
Create automation rules such as:
- high utilization tagging
- funding ready tagging
- business funding prospect tagging
- repair phase tagging
4. MAILCHIMP INTEGRATION
Connect form submissions to Mailchimp lists/tags and trigger automated email sequences based on user status.
5. CRM / DASHBOARD
Create a simple Airtable or GoHighLevel dashboard to organize:
- leads
- readiness status
- inquiry counts
- utilization
- notes
- follow-up stage
6. CALENDLY INTEGRATION
Connect booking system after form completion.
7. AUTOMATION TOOLS
Preferred tools:
- Zapier
- Make.com
- Airtable
- GoHighLevel
- Fluent Forms
- Typeform
NO CUSTOM CODING OR MOBILE APP NEEDED RIGHT NOW.
DELIVERABLES:
- fully working assessment page
- functioning automation workflows
- Mailchimp integration
- CRM/dashboard setup
- testing and troubleshooting
- short Loom video explaining system
PLEASE INCLUDE:
- examples of similar automation systems
- tools you recommend
- estimated timeline
- estimated total cost
- ongoing maintenance pricing if available
IMPORTANT:
I am building this in phases, so I prefer scalable and affordable solutions first instead of overcomplicated custom software.