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# Marketing Automation & WhatsApp Segmentation Specialist Needed ## Project Overview I am building a workshop/webinar funnel for coaches and consultants and need an automation specialist to set up the backend infrastructure. This is NOT a chatbot project. This is a marketing automation and lead segmentation project. The goal is to automatically segment leads based on their behavior and send different WhatsApp follow-up sequences accordingly. --- ## Current Stack Potential tools: * WhatsApp API (Aisensy, WATI, WhatChimp, Interakt or similar) * Google Sheets * [login to view URL] * N8N * CRM (optional) * Webinar/Workshop Registration Platform I am open to recommendations if a better architecture exists. --- ## Core Workflow ### Lead Registration Lead registers for a workshop/webinar. Data captured: * Name * Email * Phone Number * Registration Date --- ### Attendance Tracking After workshop: Lead should automatically be categorized as: * Registered * Attended * No Show * Stayed Until Offer * Left Early * Purchased * Attended But Did Not Purchase --- ### Segmentation Logic Each segment should receive different follow-up communication. Examples: #### Segment A Attended + Did Not Purchase Sequence: * Follow-up messages * Objection handling * Offer reminders #### Segment B Registered + No Show Sequence: * Replay * Re-engagement #### Segment C Purchased Sequence: * Onboarding * Welcome messages * Access instructions --- ## Deliverables * Workflow architecture * Automation setup * Segmentation logic * Google Sheet integration * WhatsApp API integration * Documentation of the system * Loom walkthrough explaining the workflow --- ## Ideal Candidate Looking for someone who has experience with: * Marketing automation * Funnel automation * WhatsApp automation * [login to view URL] * N8N * Webinar funnels * Lead segmentation Bonus if you have worked with: * Coaches * Consultants * Course creators * Webinar funnels --- ## Important When applying, please answer: 1. Have you built a similar workshop or webinar automation before? 2. Which tools would you recommend for this workflow? 3. How would you structure the segmentation logic? 4. Please share screenshots, Loom videos, or examples of previous automation systems you've built. Applications without relevant examples will not be considered.
Project ID: 40520217
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28 freelancers are bidding on average ₹11,511 INR for this job

Hello Dear, I am Jagmohan Kumawat, a multidisciplinary digital expert with 5+ years of experience building luxury websites, mobile apps, digital marketing, automations, intelligent systems and high impact creative assets. My focus is always on delivering results with precision, style and longterm scalability. Signature Excellence • Luxury Websites & Web Systems • iOS & Android Mobile App Development • Custom API Integrations • Advanced Workflow Automation & AI Systems • Salesforce CRM Setup, Flows & Cloud Integrations • Professional Branding & UI/UX • Social Media Content & Digital Strategy • E-Commerce Systems & Automation • Premium Video Creation & Cinematic Editing Technology & Creative Mastery Node.js | React | Laravel | WordPress | PHP | JS | Shopify | Android/iOS | Salesforce Cloud | CRM Automations | REST APIs | Firebase | AI Solutions | Figma | Adobe Suite (Illustrator, Photoshop, Premiere Pro, After Effects) Canva Pro | AutoCAD | Motion Graphics & AI Video | Digital Marketing | Content Writer | SEO/SMO I’m ready to take your project forward with precision, creativity and technical excellence. Feel free to share more details. I will prepare a customize plan for your exact needs. Best Regards Jagmohan Kumawat
₹11,000 INR in 7 days
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I am already running social media, and creating contents, for all palforms, with my experience i am the best candidate
₹16,303 INR in 7 days
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Drawing from my extensive 9+ years experience in web and mobile app development with a particular emphasis on automation and CRM, I believe I am uniquely qualified to handle this project. Your need for an expert in marketing automation, CRM, WhatsApp segmentation, and webinar funnels aligns perfectly with the core of my skills. Managing workflows like leads registration, attendance tracking, and segmentation logic are all familiar territories I've navigated successfully in previous projects. Regarding your specific questions on the ideal tools to employ for your workflow – given the parameters of your project, my recommendation would be WhatsApp API (Aisensy or WhatChimp) , N8N for effective integration of multiple platforms, Google Sheets for its ease of use and collaborative options, leading to best results. I structure segmentation logic based on careful study of each segment's needs: attending but not purchasing segment would receive follow-up messages with offer reminders while registered and no-show segment would get replays with re-engagement strategies. Lastly, though restricted to oral explanation here, I have extensive portfolio and Loom videos documenting previous automaton systems I have built which you can review. Remember,I go the extra mile; In addition to delivering professional-grade quality, I shall provide an accompanying walkthrough explaining the workflow using Loom To sum it up with give my respected clients effective automated systeNeha!
₹11,000 INR in 7 days
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Hi, Yes, this is the type of automation system I work with regularly. I have experience building lead segmentation and follow-up workflows using WhatsApp APIs, n8n, Make, CRM integrations, webinar funnels, and behavior-based automation. For a workflow like this, I would recommend designing the system around lifecycle stages and behavioral events rather than static lists. This allows attendees, no-shows, purchasers, and engaged prospects to automatically move between segments and receive the correct follow-up sequence without manual intervention. Before defining the final architecture, I would like to understand: Which webinar platform are you using? Which WhatsApp provider are you leaning toward? Do you already have a CRM in place? How many leads typically enter each workshop funnel? I can also provide a documented workflow structure and walkthrough to ensure the system is easy to manage and scale.
₹16,000 INR in 10 days
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Have you built a similar workshop or webinar automation before? Not webinar-specific, but I've built related systems — a Google Sheets trigger creates a contact automatically, then an If node checks engagement level and routes leads down different paths with different follow-ups. Same branching pattern, just more categories and WhatsApp instead of email. Which tools would you recommend? n8n as the core layer, Google Sheets as your lead database — simple, easy to edit manually, no CRM needed. For WhatsApp, Interakt or WATI both have solid webhook support for n8n integration and two-way messaging. How would you structure the segmentation logic? A Switch node right after attendance data comes in, checking all seven categories in one place. Each branch routes to its own sequence: Segment A (Attended, No Purchase) gets objection-handling messages with spaced delays; Segment B (No Show) gets a replay link plus one re-engagement message; Segment C (Purchased) gets onboarding instantly. I'd add a fallback branch so no lead falls through silently. Examples of previous work: No public portfolio link live yet, but I can share a screenshot of an n8n workflow I built with similar Sheets-triggered conditional branching. Happy to record a quick Loom walking through the logic if useful. Happy to discuss timeline once you confirm your WhatsApp API provider.
₹8,000 INR in 5 days
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I will set up your marketing automation and lead segmentation infrastructure within 7 days. Here are the direct answers to your project requirements: Experience: I build production-ready automation workflows using n8n to sync registration data, track live attendance behaviors, and update central databases seamlessly. Tools: I recommend n8n for the core orchestration because it handles complex logic beautifully without charging you per step, paired with WATI or Aisensy for reliable WhatsApp template delivery. Segmentation Logic: The workflow will ingest webhooks from your webinar platform. The system will immediately parse attendance data (like watch time or purchase triggers), update the corresponding row in your Google Sheet, and instantly route that lead into the correct WhatsApp follow-up sequence based on their behavior. Deliverables: I will provide the complete n8n workflow file, structured Google Sheets integration, clear system documentation, and a Loom video walkthrough showing a live data test. I'm ready to review your webinar platform's webhook structure whenever you are available this week.
₹8,000 INR in 7 days
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Hi, I can help design and implement the workflow using N8N, Google Sheets/CRM, and WhatsApp API integrations. The segmentation logic for attendees, no-shows, purchasers, and follow-up sequences can be automated efficiently with proper tracking and reporting. I would use behavior-based segmentation. Leads would be tagged based on registration, attendance, purchase status, and engagement. N8N would automatically evaluate these conditions and trigger the appropriate WhatsApp sequence for each segment. My background in QA, workflow validation, and project coordination helps me understand both the technical and business side of automation systems. I'd be happy to review your current setup and suggest the best architecture before implementation. Looking forward to discussing the project.
₹13,000 INR in 6 days
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Hi, I'm currently working at Phaze AI, an AI automation company, where I build n8n workflows, AI-powered automations, API integrations, and business process automation systems. This project closely matches my experience in developing scalable automation solutions. For your workflow, I recommend using n8n as the automation engine, Interakt or AiSensy for the WhatsApp API, Google Sheets or a CRM for lead management, and webhooks to connect your webinar platform. This architecture is reliable, scalable, and easy to maintain. 1. Similar Experience: While I haven't built this exact webinar funnel, I've developed similar systems involving lead management, WhatsApp automation, API integrations, AI workflows, and automated follow-up sequences using n8n. 2. Recommended Tools: • n8n for workflow automation • Interakt/AiSensy for WhatsApp API • Google Sheets or CRM for lead tracking • Webhooks for webinar integration 3. Segmentation Logic: A centralized lead database will track statuses such as Registered, Attended, No Show, Left Early, Purchased, and Attended but Didn't Purchase. Based on status updates, n8n will automatically trigger the appropriate WhatsApp sequence while preventing duplicate messages. I also provide clear documentation and a Loom walkthrough explaining the complete workflow for future maintenance. I'd be happy to discuss your requirements and help build a reliable marketing automation system for your webinar funnel. I look forward to working with you!
₹9,500 INR in 7 days
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Hello, TinyOps Studio can build this as a concrete automation delivery around the business result you need running. What I would deliver: - Connect the Instagram/WhatsApp entry point to contact capture, intent tagging, and the next business action. - Validate required customer fields and keep failed sends visible in the execution log. - Include fallback behavior so incomplete conversations do not disappear silently. You get a working automation path, not a loose consultation: trigger, field map, launch behavior, error handling, and operating notes your team can use after delivery. For "Expert for Marketing Automation & WhatsApp Segmentation", I would start with the first working path and keep the scope practical instead of spreading the build across too many branches; the goal is one reliable workflow in production shape before expanding the system. Bid: 14000 INR (about $148.11 USD) fixed project.
₹14,000 INR in 2 days
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Daltonganj, India
Member since Nov 24, 2019
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