Build 5 Client Lifecycle Automations in Arketa (Fitness/Wellness CRM) — Copy Already Written

Posted 2 weeks ago

Worldwide

Summary

We need a detail-oriented Arketa specialist to connect our existing automations into a real client lifecycle system — so clients move automatically between stages instead of dropping off after one sequence. Here's the situation: we already paid to have several automations built in Arketa (welcome flow, some nurture/re-engagement emails). The problem is they exist as isolated, one-time sequences — a client fires through an automation once, then nothing. The lifecycle stages that are supposed to connect them (Trial → Active Member → At-Risk → Lapsing → Churned, and back again as behavior changes) were never actually created, so there's no ongoing system keeping clients in a connection flow with Naja — just disconnected one-offs. We have a complete playbook (attached) documenting the full lifecycle system we want: 5 stages, 5 automations, every trigger, every transition rule, and all the email/SMS copy already written. You are not writing content or starting from zero — you're auditing what exists, building what's missing, and wiring it all together into one connected system. What's already done for you: All strategy, triggers, and lifecycle transition logic fully documented in the playbook All 15 email drafts (written, provided as Word docs via Google Drive) with subject lines and merge fields All 5 SMS drafts Photography/content library (provided via Google Drive) to pull images from Some automations already built in Arketa (exact status unknown — needs an audit) What we need you to do: Audit first — We currently have 23 automations already live in Arketa (welcome series, follow-up sequences, a customer win-back flow, and others), but only one lifecycle stage exists ("Purchase") — Trial, Active Member, At-Risk, Lapsing, and Churned have never been created. Review what's live, tell us which existing automations map to which of the 5 stages in our playbook, and flag what's missing or needs rebuilding. Build the lifecycle stages and tags — Settings → Clients → Lifecycle (Trial, Active Member, At-Risk, Lapsing, Churned) and the required tags — these do not exist yet Format each of the 15 emails — Take the provided Word doc copy and build it out visually in Arketa's email editor: proper formatting (headers, spacing, buttons/CTAs), plus at least one relevant photo per email pulled from our provided photography library. We are not asking you to write or edit any copy — just design/format it and source-match images to content Complete or rebuild whichever automations are missing or incomplete — using the existing automations where they're usable, rebuilding where they're not Connect every automation to its lifecycle stage and transition trigger — this is the core of the job: a client should move automatically from stage to stage (and automation to automation) based on their behavior, not require manual intervention One-time Broadcast — Send our existing lapsed-client list into the Churned nurture flow to retroactively enroll them Test the full system end-to-end — confirm a test client can move through multiple stage transitions automatically (e.g., Trial → Active → At-Risk → back to Active) and that images/formatting render correctly Brief Loom walkthrough when done, showing the connected system live in the dashboard Requirements: Direct experience with Arketa, OR strong experience with a comparable fitness/wellness CRM (Mindbody, Vagaro, Glofox, Momence, WellnessLiving) and comfort learning Arketa's automation builder quickly Experience with lifecycle/pipeline stage systems and trigger-based automation logic — not just building a single one-off sequence Comfortable auditing someone else's existing (possibly incomplete) automation setup and picking up where it left off Comfortable formatting/designing clean marketing emails (headers, spacing, image placement, CTAs) inside a platform's native email editor Good eye for pairing the right photo to the right email content from a provided image library Comfortable working from a detailed written spec without needing hand-holding Available for a short screen-share call if questions come up mid-build Not required: Copywriting (all copy is final and provided) Original graphic design or photography (all images are provided) Ongoing marketing strategy — this is a one-time build To apply, please include: Your experience with Arketa or a comparable platform (name it), specifically with lifecycle/stage-based automation, not just single sequences What you'd flag as the trigger condition for Automation 3 (At-Risk) — this confirms you reviewed the attached playbook Your estimated turnaround in business days, including time for the initial audit Budget: $700 fixed price, paid in milestones as work is completed. Attachment: Naja Yoga Lifecycle Automation Playbook (full spec, all copy included)

  • $700.00

    Fixed-price
  • Expert
    Experience Level
  • Remote Job
  • Ongoing project
    Project Type
Skills and Expertise
Mandatory skills
Email Automation
Health & Wellness
Activity on this job
  • Proposals:5 to 10
  • Last viewed by client:last week
  • Hires:
    1
  • Interviewing:
    4
  • Invites sent:
    0
  • Unanswered invites:
    0
About the client
Member since Apr 24, 2026
  • United States
    Billings11:05 PM
  • $2.3K total spent
    7 hires, 2 active
  • 194 hours

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