Build Email + WhatsApp Follow-Up Funnel with Calendly Booking Flow — Finance Brand

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We are hiring a funnel and lifecycle marketing specialist to build a complete applicant follow-up and scheduling funnel for a capital research and allocation firm.


This project requires building a structured communication and reminder system across email + WhatsApp + Calendly booking flow from initial application through scheduled call confirmation.

This is a systems task — not basic copywriting.

You must understand funnel sequencing, reminder timing, booking triggers, and professional tone control. Messaging must be institutional and precise, not hype or sales language.


Scope of Work:
You will design and deliver a complete funnel system that includes:

Structured email sequence (application → qualification → screening → booking → confirmation → reminders → status)

WhatsApp message sequence aligned with each funnel stage

Calendly booking integration flow

Automated reminder logic tied to Calendly bookings
(example: 24 hr, 3 hr, 15 min reminders)

Message scripts for each stage

Funnel timing map (trigger → message → delay → next step)

Clean deployment-ready copy and structure

Short documentation explaining the flow logic

All messaging must match a professional finance / institutional brand tone.


Technical Requirements:
You must have experience with at least some of:

Calendly booking workflows

Email automation platforms

WhatsApp or SMS automation tools

Zapier / Make / CRM triggers (or similar)

Scheduling + reminder systems

If you cannot explain how booking-triggered reminders work, do not apply.

Contract duration of 1 to 3 months. with 30 hours per week.

Mandatory skills:
Email Marketing, Email Campaign Setup, Marketing Automation, Mailchimp, Lead Generation
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