CRM and Marketing Strategy for Retreats & Online Coaching (Digital Business Architect)

### About Me I'm a coach, facilitator, healer, and spiritual guide offering transformational experiences in both **English and Spanish**. My work includes online courses, in-person workshops, retreats, coaching programs, and community offerings. I'm looking for a thoughtful, proactive freelancer who can become a long-term partner in helping me build a cohesive digital business—not just a website. ### What I Need Help With I'm looking for someone who can combine strategic thinking with hands-on implementation. Responsibilities may include: * Improving and developing my existing website * Helping create an online learning platform similar to Podia (or advising whether Podia, Kajabi, LearnWorlds, WordPress, or another solution is the best fit) * Creating a seamless customer journey from discovery to enrollment * Setting up and organizing a CRM * Building automations for email marketing and client management * Creating a marketing strategy for both online and in-person offerings * Supporting launches of courses, workshops, retreats, and coaching programs * Helping organize digital products, memberships, and course offerings * Improving user experience and conversion across the website * Advising on best practices for digital business systems and scalable growth ### Ideal Experience I'm looking for someone with experience in: * Website development (Squarespace, or similar) * Online course platforms * CRM systems * Email marketing and automation * Marketing strategy * Sales funnels * SEO fundamentals * Analytics and performance optimization * User experience (UX) Bonus if you have worked with: * Coaches * Wellness brands * Personal development businesses * Spiritual or healing practitioners * Retreat businesses * Membership communities ### Who You Are You are: * Strategic as well as technical * Organized and detail-oriented * Able to recommend solutions instead of simply following instructions * Comfortable collaborating and communicating clearly * Interested in building long-term relationships * Curious about transformational, educational, or purpose-driven businesses Spanish fluency is a plus but not required. ### Project Details This will begin with a small paid project so we can see whether we're a good fit. If it goes well, I'd like this to become an ongoing collaboration. ### To Apply Please include: 1. A brief introduction. 2. Examples of websites or businesses you've helped build. 3. Your experience with learning platforms and CRM systems. 4. A marketing project you're proud of and the results you achieved. 5. Which tools you recommend for a coaching and education business, and why. 6. The word **"Growth"** at the beginning of your proposal so I know you've read the full job description. I'm looking for someone who enjoys creating meaningful digital experiences and helping purpose-driven businesses grow in a sustainable way.