Funnel Automation & Optimization Specialist

Project Management, Troubleshooting, Email Marketing, Digital Marketing, Customer Experience, Automation, Zapier, Data Management, Klaviyo · Funnel Integration, Email Sequence & Customer Experience Specialist | Tally + Zapier + Klaviyo

Project Type: One-Time Funnel Setup and Optimization Pricing: Open to Competitive Fixed-Price Proposals

Project Overview

I’m building a lead-generation funnel for an upcoming e-commerce brand and need an experienced freelancer to connect, complete, and improve the automation using Tally, Zapier, and Klaviyo.

The assessment and funnel have already been created in Tally. I’m not looking for a complete redesign or a full marketing strategy, but I would like you to review the current quiz and recommend or implement practical improvements that create a smoother, clearer customer experience.

The goal is to have the entire process working reliably—from completing the quiz, to joining the waitlist, to receiving the appropriate email communication.

Scope of Work

1. Connect the existing Tally forms to Klaviyo using Zapier. 2. Ensure assessment submissions and waitlist registrations are captured correctly. 3. Transfer customer information, including email addresses, assessment results, and registration status. 4. Prevent duplicate or conflicting subscriber records when someone completes the a