Systeme.io Specialist for Training Portal & CRM

$2-8 USD / hour

Closed

Posted 10 days ago

$2-8 USD / hour

ROSS & ASSOCIATES TAX OFFICE is seeking an experienced [login to view URL] Training Portal Developer and CRM Automation Specialist to help build a professional onboarding and training ecosystem for our growing tax preparation company. IMPORTANT: We are already using [login to view URL] as our main platform, so experience with [login to view URL] membership areas, automations, funnels, course creation, and user access levels is REQUIRED. PROJECT OVERVIEW: We are building a private training and onboarding portal for: * Tax preparers * Affiliates * Office staff * Contractors * Future partners This will NOT be public-only training. Some training areas will be: * Free for internal workers and affiliates * Paid for public users and future students We already have approximately 20 training and software videos ready to upload, and additional content will continue to be added over time. WHAT WE NEED BUILT: TRAINING PORTAL / LMS * Build structured training modules * Upload and organize videos * Create lesson progression * Setup quizzes and assessments * Setup certificates of completion * Create student dashboards * Organize beginner to advanced learning levels * Setup member access permissions * Build onboarding portal for new workers * Create protected membership areas * Connect payment systems for paid public access * Setup automation workflows * Setup user progress tracking CRM & AUTOMATION SIDE * Automated onboarding workflows * Internal worker pipelines * Client onboarding stages * Email automation * SMS automation (future phase) * Login/account automation * Internal notifications * Task progression systems IMPORTANT FEATURES: * Different training levels and permissions * Separate access for affiliates, workers, and paid students * Ability to continue adding new modules later * Clean professional dashboard layout * Mobile-friendly design * Easy backend management PLATFORMS & TOOLS: * [login to view URL] (Main Platform) * Canva * Google Drive * Loom videos * Future CRM integrations PLEASE APPLY ONLY IF YOU HAVE EXPERIENCE WITH: * [login to view URL] * Membership portals * LMS / course systems * Automation workflows * Funnel building * Online training systems * User role permissions * CRM onboarding systems BONUS IF YOU HAVE EXPERIENCE WITH: * Tax industry systems * Contractor onboarding * White-label training systems * Affiliate systems * Certification programs When applying, please provide: 1. Examples of [login to view URL] work 2. Membership or LMS portals you have built 3. Automation examples 4. Estimated timeline 5. Recommended structure for scaling later This is a long-term project with future expansion opportunities across multiple divisions under Ross & Associates MBSP LLC.

CRM

Video Upload

Content Management System (CMS)

Project ID: 40426915

About the project

55 proposals

Remote project

Active 8 days ago

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55 freelancers are bidding on average $8 USD/hour for this job

@sergiom17

Hi there ✌️, I’ve worked extensively with GoHighLevel membership portals, LMS/training systems, onboarding automations, and CRM workflow setups for service-based businesses. I can build a scalable training ecosystem for Ross & Associates with structured courses, quizzes, certificates, role-based access, onboarding pipelines, and automated email/account workflows. I’ve also handled affiliate/member permissions, paid vs internal access logic, funnel integration, and clean dashboard UX optimized for mobile. Your current video assets, Loom content, and future modules can be organized into a system that’s easy to scale and manage long term without rebuilding later. Regards,

$7 USD in 40 days

5.0

(6 reviews)

3.2

@waleeds05

Hi! I noticed you need help promoting your kids' toy store on Instagram. Engaging that audience can be tricky, right? I can whip up eye-catching graphics and fun, catchy phrases that resonate with both kids and parents. We can also create short, playful videos to highlight your toys and boost engagement through social media posts. My experience includes working with kid-focused brands, so I get what appeals to that demographic. Let's kick things off with an initial set of posts and graphics in just 2 days. I'd love to know if you've thought about any themes or specific toys you want to highlight first. Best regards, Walled Saleem

$3 USD in 40 days

5.0

(6 reviews)

3.1

@Areeba514

As an experienced Full Stack developer, I specialize in using various tools and platforms to create efficient web solutions for businesses. My expertise lies in eCommerce integration and content management system creation, and I've successfully worked with many startups to scale their infrastructure as they grow. My proficiency in SEO optimization can also benefit your project by ensuring your training portal gets maximum visibility resulting in better lead generations for your tax company. In addition to my technical specialties, I am an excellent team player with a committed work ethic. In my previous projects that included WordPress website development, which seems valuable to your project too, I ensured that all sites were mobile responsive, SEO-friendly, and optimized for enhanced performance. These skills organized with my ability to work efficiently against deadlines make me the right fit for your dynamic training portal development project.

$2 USD in 40 days

4.2

(5 reviews)

3.2

@sara0346

Hello, Your project needs more than simple course uploads because it combines LMS architecture, role-based access, onboarding automation, and CRM workflows inside Systeme.io. I can help structure a scalable training ecosystem for tax preparers, affiliates, contractors, and paid students with clean member dashboards and automated onboarding flows. I can organize your existing video library into structured modules, quizzes, certificates, protected membership areas, and progression systems while keeping the backend simple for future expansion. I also have experience building automation workflows for onboarding, notifications, funnels, and user segmentation. For scalability, I’d recommend separating internal worker training, affiliate onboarding, and paid public education into distinct access layers from the beginning. Do you already have your membership hierarchy and onboarding workflow mapped out, or would you like help designing the structure as well?

$5 USD in 40 days