Automated AI Workshop Sales Funnel Setup

About the Project I am looking for an experienced automation freelancer to build an end-to-end registration and sales funnel for my 2-day live AI workshop (2 hours each day) for Rs.88 registration fee. The purpose of the workshop is to convert attendees into my premium ₹40,000 AI Program. I already have: Website Domain Microsoft 365 Microsoft Teams Workshop content Branding and logo Payment link (or will provide one) I need someone to configure the complete automation workflow using low-cost or open-source tools. Technology Stack (Must Use) Jotform Microsoft Teams Microsoft Outlook / Microsoft 365 n8n (preferred) or another open-source automation platform EspoCRM (preferred) or another open-source CRM WhatsApp Business API (Twilio, Interakt, or equivalent) Please do not propose expensive platforms like ClickFunnels, GoHighLevel, HubSpot Enterprise, or Salesforce. Scope of Work Phase 1 – Registration Create a Jotform registration form that captures: Full Name Email Phone Number Country Company Job Title Years of Experience AI Experience Learning Goals After submission: Create Lead in CRM Send confirmation email Send WhatsApp confirmation Store lead in CRM Phase 2 – Microsoft Teams Integration Automatically: Create/send Teams meeting invitation Include meeting link in email Add calendar invitation Send joining instructions Phase 3 – Email Automation Create automated email workflows: Registration confirmation Welcome email 24-hour reminder 1-hour reminder Day 1 thank you email Day 2 reminder Workshop completion email Program offer email Follow-up emails (5–7 email sequence) Phase 4 – WhatsApp Automation Automatically send: Registration confirmation Teams meeting link Reminder messages Day 2 reminder Thank you message Program offer Follow-up reminders Phase 5 – CRM Install and configure EspoCRM. Create pipeline: New Lead Registered Email Sent WhatsApp Sent Workshop Day 1 Attended Workshop Day 2 Attended Qualified Proposal Sent Payment Pending Enrolled Customer Lead details should update automatically through the workflow. Phase 6 – Dashboard Create a dashboard showing: Total registrations Email opens Workshop attendance WhatsApp delivery status Conversion rate Enrollments Revenue Phase 7 – Documentation Provide documentation covering: Workflow overview How to edit emails How to change workshop dates How to create a new workshop How to restart automations Deliverables Fully working Jotform Microsoft Teams integration Open-source CRM configured Email automation WhatsApp automation n8n workflows CRM pipeline Dashboard Testing completed Documentation Source files/workflows Preferred Skills n8n Jotform Microsoft Graph API Microsoft Teams Outlook / Microsoft 365 WhatsApp Business API EspoCRM REST APIs Automation CRM Integration Proposal Requirements Please include: Similar automation projects you've completed. Technologies you will use. Estimated delivery time. Fixed price. Any recurring monthly costs. Suggestions for improving this workflow. Budget Please do not bid if your solution depends on expensive monthly software subscriptions. Future Work The selected freelancer may receive additional work for: Learning Management System (LMS) Student Portal AI Chatbot CRM Enhancements Payment Gateway Integration Certificate Automation Marketing Automation Analytics Dashboard MedOS AI Platform Integrations

Project ID: 40545782