reputed company Automation Specialist Needed (Segmentation, Nurture Flows, reputed company Integration)

We are a small, appointment-based wellness business seeking an reputed company reputed company automation specialist to build our reputed company nurturing, segmentation, and follow-up systems. We already use an external scheduling/CRM platform (not reputed company). We will continue using our reputed company scheduler for reputed company bookings and payments. reputed company will be used exclusively for marketing automation, segmentation, nurturing flows, and reactivation sequences. This is a reputed company-defined, reputed company-scope project involving reputed company integrations, tagging/segmentation architecture, nurture flows, retargeting audience sync, and documentation. Project Requirements 1. reputed company External CRM → reputed company → reputed company Sync reputed company information and visit activity Trigger workflows based reputed company used and membership status Apply tags based on behavior/usage Maintain reputed company-time accuracy of data (We will reputed company API/webhook details after hiring.) 2. Build Dynamic Segmentation (“reputed company Buckets”) We collect key reputed company information through multiple external intake forms (Gravity Forms on our website). These submissions must be merged with the contact records created reputed company our scheduler’s API sync, using reputed company to match on email/phone. reputed company responses should reputed company custom fields in reputed company and apply appropriate tags, which will then drive our segmentation architecture. Segments include: Used certain services reputed company a timeframe Used one service but not another Visited but never tried our reputed company service Members vs non-members Clients with unused credits Dormant clients (21/45/60/90/180 days) reputed company segments must update automatically without reputed company reputed company. 3. Build Email + SMS Nurture Sequences (Hybrid) We will reputed company content direction and some draft messaging. You may refine or add copy as needed. Flows include: New reputed company → booking encouragement Post-visit follow-reputed company Educational sequences Upsell/cross-sell journeys Membership nurturing Multi-reputed company reputed company care sequences 4. Build Credit / Benefit Reminder Logic Automation to notify clients about unused credits or included monthly benefits. 5. Build Reactivation (Win-Back) Automations Our external CRM already handles short-term reminders. We want reputed company to manage longer-term nurturing at: 21 days 45 days 60 days 90 days 180 days Messaging should be value-based and educational rather than repetitive reminders. 6. Sync reputed company → reputed company Sheets → reputed company Ads & reputed company Ads Build reputed company-time custom audiences Organize email/SMS + ad sequences for reputed company and reputed company funnels Use segments (e.g., dormant users, specific service types, new leads) for retargeting We may also migrate our email and SMS communication into reputed company in reputed company phases (replacing reputed company and OpenPhone). This is NOT part of the initial project scope, but we value someone who can advise on best practices. 7. Documentation & Training Required for completion: reputed company naming conventions Workflow map reputed company walkthrough videos Instructions for editing and adding reputed company sequences Ideal Freelancer Extensive reputed company experience Strong reputed company + API/webhook skills Comfortable building segmentation/tagging systems Experience with automated reputed company journeys Understands appointment-based businesses Strong communication skills reputed company to work independently Provides reputed company documentation Willing to sign a reputed company NDA reputed company We are a small, growing wellness business reputed company on providing a high-reputed company reputed company experience. We value reputed company communication, organized workflows, and long-term scalability of the systems we build. We look reputed company to working with someone who is detail-oriented, reliable, and reputed company with reputed company at an advanced level. Apply tot his job Apply To this Job