Expert Developer Needed: Intelligent Lead Routing System (ClickFunnels + Zapier + Zoho)

URGENT PROJECT: Developer Needed for High-Impact Financial Services Buildout

⚡ PROJECT OVERVIEW ⚡

FedLegacy, a rapidly growing firm serving U.S. federal employees, is seeking a skilled developer to build an intelligent lead qualification and routing system. This system will match prospects with the right advisor based on financial data and retirement timelines, while ensuring internal processes are secure and efficient.

CRITICAL REQUIREMENTS (NON-NEGOTIABLE)

1. **ADMIN-ONLY CALENDAR ACCESS**

- ALL Zoho Bookings calendars must be admin-view only

- NO public calendar links allowed

- NO direct booking access

- All appointments must flow through qualification system

2. **COMPLETE LANDING PAGE INTEGRATION**

- ALL existing ClickFunnels pages must be updated

- Mirror qualification questions across every landing page

- Consistent lead routing regardless of entry point

- Maintain brand consistency while adding intelligence

3. **4-TIER ROUTING SYSTEM**

- Priority Leads → Senior advisor (TSP $250k+, retiring soon)

- Advanced Leads → Experienced team (TSP $100k-$250k, retiring soon)

- Standard Leads → Full team (TSP $100k+, any timeline)

- General Leads → General team (all others)

TECHNICAL SPECIFICATIONS
• *Required Platforms:**

- ClickFunnels (form integration and landing pages)

- Zapier (automation, filters, webhooks)

- Zoho Bookings (admin-only calendar system)

- Zoho CRM (lead scoring + tracking)

- JavaScript (dynamic content, calendar loading)

- Webhooks (custom logic and routing)
• *Integration Flow:**

ClickFunnels Form → Zapier Intelligence → Dynamic Calendar Loading → Zoho Bookings → Zoho CRM
• *Key Features:**

- Form validation and data processing

- Complex conditional logic (4-tier routing)

- Dynamic JavaScript calendar loading

- Secure webhook endpoints

- Analytics integration (GA4, Facebook Pixel)

- Mobile-responsive design

- Error handling and fallback systems

MUST-HAVE EXPERIENCE
• *Required Skills:**

✅ ClickFunnels expertise (form building and integration)

✅ Zapier (multi-step logic + webhook automations)

✅ Zoho Bookings & CRM (admin control, API use)

✅ JavaScript (for dynamic logic and display)

✅ API and webhook development
• *Preferred Experience:**

✅ Financial services or similar industries

✅ Lead scoring and routing systems

✅ Marketing automation platforms

✅ Calendar booking systems

✅ High-conversion landing pages

PROJECT SCOPE
• *Phase 1 (Week 1): Core System**

- Add qualification forms to ClickFunnels

- Build 4-tier logic in Zapier

- Configure 4 admin-only Zoho Bookings services

- Create dynamic thank you pages with JavaScript

- Implement webhook routing system
• *Phase 2 (Week 2): Integration & Testing**

- Link all platforms for seamless data flow

- Enable Zoho CRM lead creation and scoring

- Set up analytics and performance tracking

- Add notifications + error fallback

- Conduct QA testing and optimize

- Mobile responsiveness verification

- Error handling and fallback systems

- Complete documentation and training

- Final testing and deployment

SUCCESS METRICS

This system must deliver:

- Accurate client-to-advisor matches

- Streamlined appointment scheduling process

- 99.9% uptime requirement

- Under 3-second page load times

- Perfect mobile responsiveness

- Seamless user experience

BUDGET & TIMELINE
• *Investment Range:** $2,000 (fixed price preferred)
• *Timeline:** 2 weeks maximum
• *Payment Terms:** 50% upfront, 50% completion
• *Ongoing Support:** Monthly maintenance available

APPLICATION REQUIREMENTS

To be considered, you MUST include:

1. **Portfolio Links:** Show us 3 similar lead routing projects

2. **Technical Proposal:** Your specific approach to this project

3. **Timeline:** Realistic delivery schedule with milestones

4. **ClickFunnels Examples:** Screenshots of forms you've built

5. **Zapier Automation:** Examples of complex conditional logic

6. **Zoho Integration:** Previous Zoho Bookings/CRM projects

7. **References:** Contact info for 2 previous clients

❌ AUTOMATIC DISQUALIFICATION ❌

Do NOT apply if you:

- Can't provide portfolio of similar projects

- Suggest public calendar links (violates core requirement)

- Haven't worked with ClickFunnels + Zapier combination

- Can't commit to admin-only calendar system

- Don't understand lead routing concepts

- Can't provide client references

- Need more than 2 weeks to complete

- Request budget over $2,000

IDEAL CANDIDATE

We're looking for someone who:

- Has built lead routing or automation systems before

- Understands business impact, not just code

- Communicates clearly about complex technical concepts

- Delivers on time and within budget

- Provides excellent documentation and training

- Offers ongoing support and maintenance

⚡ NEXT STEPS ⚡

1. Review our requirements carefully

2. Submit a detailed proposal with portfolio

3. Be ready for technical screening call

4. Prepared to start immediately after hiring

5. Commit to daily progress updates

This project will transform our client experience and optimize our service delivery. We're looking for a developer who understands both the technical requirements and business impact.

Ready to build something that matters? Apply now with your portfolio and technical proposal.

SERIOUS INQUIRIES ONLY — ALL COUNTRIES WELCOME EXCEPT INDIA & PAKISTAN

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