END-TO-END FID AUTOMATION + WEBSITE DEVELOPMENT

via Freelancer ·

Budget / Salary₹8,000–12,500
TypeFreelance project
LocationRemote
Posted1 hour ago
I run Smiling Money School, a financial education business focused on helping people work toward their Financial Independence Day (FID) and better financial preparedness for expected and unexpected life events.

EXISTING WEBSITE / DOMAIN:
money4smiling.com

I need an experienced freelancer to develop and integrate my complete FID lead-to-customer automation system.

CUSTOMER JOURNEY:

Facebook / Instagram Ads
→ FID Landing Page on money4smiling.com
→ FID Registration Form
→ n8n Webhook
→ Google Sheets / CRM
→ WhatsApp Business/API Confirmation
→ FID Group Session (Zoom/Google Meet)
→ Automated Reminders
→ Attendance Tracking
→ 1-to-1 Calendar Booking
→ Financial Consultation
→ Payment
→ Automated Follow-up

REQUIRED WORK:

1. Develop/integrate the FID landing page on my existing website.
2. Create/connect the FID registration form.
3. Capture lead name, email and phone number.
4. Send form data automatically to n8n through webhook.
5. Store leads automatically in Google Sheets or CRM without duplicate records.
6. Integrate WhatsApp Business/API for confirmation and reminders.
7. Integrate Zoom or Google Meet for the FID group session.
8. Automate session reminders and attendance tracking.
9. Integrate calendar booking for 1-to-1 financial sessions.
10. Prevent double booking and respect my existing calendar availability.
11. Connect payment/follow-up automation where required.
12. Provide complete n8n workflows and documentation.
13. All integrations must be configured inside my own accounts.

IMPORTANT EXPECTATIONS:

- No unnecessary manual data transfer.
- Lead data should reach Google Sheets/CRM automatically.
- WhatsApp automation should reliably trigger when the required API, template and consent conditions are satisfied.
- Failed automation/message events should have proper error handling and logging.
- The system must be secure and maintainable.
- I must have access to all workflows, integrations and accounts.
- The freelancer must explain the complete system after development.

TESTING / COMPLETION:

The project will be considered complete when a test lead can successfully run through the agreed workflow:

Landing page → Registration → n8n → Google Sheets/CRM → WhatsApp → FID Group Session → 1-to-1 Booking → Payment/Follow-up.

The freelancer should have practical experience with n8n, webhooks, WhatsApp Business/API, Google Sheets, CRM integrations, WordPress/website development, calendar automation and Zoom/Google Meet.

Please mention your relevant experience and examples of similar automation projects in your proposal.
website design software architecture crm data integration google sheets lead generation automation instagram ads facebook ads n8n
Apply on Freelancer →

Project sourced from Freelancer.com. Applications happen directly on the original platform — we never collect your data.