WordPress Update with CRM Integration

Заказчик: AI | Опубликовано: 11.01.2026

Project: WordPress Website Update + Email Capture Setup (Coaching Practice) Overview I’m a leadership and mindset coach with an existing WordPress website. I’m updating the site to be more current, clearer, and more useful — with a strong focus on email capture and long-term relationship building, not sales funnels or aggressive marketing. I am intentionally moving away from Kajabi-style all-in-one platforms and want a WordPress-first solution that is simple, sustainable, and easy for me to manage. ⸻ Objectives The updated website should: 1. Feel calm, professional, and credible (not salesy) 2. Make it easy for people to: • Book an exploratory conversation with me, or • Join my email list to access thoughtful resources 3. Capture email addresses in a way that: • Is respectful and low pressure • Supports segmentation • Works even if I’m not actively “launching” or promoting 4. Be easy for me to maintain after handover ⸻ Scope of Work 1. WordPress Website Refresh • Review and lightly update the existing WordPress site • Improve: • Layout and visual hierarchy • Mobile responsiveness • Navigation clarity • Calls-to-action (without making the site feel sales-driven) • Update or refine key pages: • Home • About • Work With Me • Resources • Blog • Contact This is not a full rebrand — clarity and usability matter more than visual trends. ⸻ 2. Email Capture & Marketing Setup I need a clean, reliable way to capture email addresses from my website. Requirements: • Embedded signup forms on key pages • Optional popup or slide-in (tasteful and minimal) • Segmentation/tagging based on interests • Basic automations: • Welcome email • Resource delivery MailerLite is one option, but I am open to alternatives if you can clearly explain: • Why you recommend it • Ongoing costs • Ease of use for a solo business I do not want: • Heavy CRMs • Complex funnels • Expensive ongoing monthly fees ⸻ 3. Booking & Integration (Lightweight) • Integrate a simple booking flow for exploratory conversations • Calendar + meeting link automation preferred • Stripe integration helpful (payments are handled separately via Xero) ⸻ What I Am NOT Looking For • Kajabi-centric builds • Funnel-heavy or hype-driven marketing • “Launch” frameworks or aggressive upsells • Over-engineered automation This is a long-life practice, not a campaign-based business. ⸻ Ideal Freelancer You are a good fit if you: • Are genuinely comfortable with WordPress-first builds • Have experience integrating email marketing tools into WordPress • Understand non-salesy, trust-based websites • Can explain trade-offs between tools clearly • Build systems that clients can manage themselves Experience with coaches, consultants, or professional services is a plus. ⸻ Deliverables • Updated WordPress site (or clear list of changes applied) • Fully functioning email capture + automation • Tested booking flow • Brief handover or documentation so I can manage it confidently ⸻ To Apply, Please Include 1. Examples of WordPress sites you’ve worked on (especially service-based or coaching) 2. Your experience with email capture tools (MailerLite or alternatives) 3. Your recommended tech stack for this project and why 4. Estimated timeline and pricing (project-based preferred) 5. How you typically support clients post-handover (if at all) ⸻ Timeline Flexible, but ideally completed within 6–10 weeks. ⸻ I’m looking for someone who values clarity, simplicity, and fit over complexity. If your instinct is to simplify rather than add tools, we’ll work well together.