Marketing Operations VA (Wix CRM, Zapier, Jotform) — Boutique Financial Planning Business

@AwaisChaudhry

Hi, I understand you need a Marketing Operations VA who can support the systems side of your 12-month marketing and lead generation plan, not just post on social media. I can help with the first task by setting up Zapier to send Jotform contact data into Wix CRM cleanly, with the right fields mapped, tested, and checked so leads are not missed. I can also support ongoing marketing operations like CRM updates, automation checks, email list organisation, lead tracking, and keeping the process simple and reliable for your financial planning business in Sydney’s Inner West. Which Jotform fields need to be mapped into Wix CRM, and do you already have the Wix contact fields set up? Thanks,

@tangramua

Hello! Our team has strong background in marketing operations, workflow automation, CRM processes, lead management systems, and operational support for service-based businesses. We regularly work with tools such as Zapier, Jotform, Wix, Google Workspace, CRMs and various automation platforms to streamline lead generation and marketing workflows. We understand that this role is much more about systems, structure, organization, and operational consistency than traditional social media management. We are comfortable handling ongoing marketing support tasks, automation maintenance, process coordination, and ensuring that lead flows and integrations work reliably and efficiently over time. Setting up the initial Zapier automation between Jotform and Wix would be straightforward for our team, and we would also be happy to support future automation, reporting, workflow optimization, and operational marketing tasks as your strategy evolves. We would be glad to discuss your current setup and how we can best support your long-term marketing operations. Please, review our profile https://www.freelancer.com/u/tangramua where you can find detailed information about our company, our portfolio, and the client's recent reviews. Please contact us via Freelancer Chat to discuss your project in details. Best regards, Kateryna Sales department Tangram Canada Inc.

@managersingh

Hi, This sounds like a great fit for me. I enjoy working with systems, automations, organisation, and ongoing marketing support rather than just social media posting. I can help with CRM management, email marketing workflows, lead tracking, reporting, scheduling, and keeping your marketing operations running smoothly. The 5–8 hours/week setup works well for me, and I’d love to learn more about your current systems and priorities. Looking forward to connecting. Thanks

@juanpablomacf

I’m Juan Pablo. I can support your 12‑month marketing and lead‑gen plan by handling the operational side of your systems: Wix CRM, Zapier and Jotform. I work with structured workflows, automation and clean data movement, so the first task — syncing Jotform contacts into Wix via Zapier — is straightforward. From there, I can maintain your CRM hygiene, optimise automations, manage lead routing and keep your marketing operations running smoothly week after week. If you’d like, I can walk you through how I structure Zapier_automations or organise Wix_CRM_flows before we begin. I can commit to 5–8 hours weekly with flexibility as the workload grows.

@Nuel24

Marketing for pre-retirees isn't about chasing generic social media trends. It requires a highly organized, automated backend that consistently builds trust and demonstrates financial certainty. You need a Marketing Operations VA who genuinely enjoys the technical execution of a structured 12-month lead generation strategy. I specialize in the exact operational support you are looking for: Systems & CRM Management: Keeping your lead data clean, organized, and properly segmented. Automation: Ensuring your lead-gen workflows, opt-ins, and nurture sequences fire perfectly every time. Operational Execution: Handling the behind-the-scenes heavy lifting so your team can focus on advising clients. I am fully available for the initial 5–8 flexible hours per week and ready to scale as your Inner West business grows. What CRM and marketing platforms are you currently using to execute this 12-month strategy?

@esmael228

Hello, I’d be glad to support your 12-month marketing and lead generation strategy as a Marketing Operations VA. Your role is clearly focused on systems, automation, organisation, and execution—not generic posting—and that aligns well with my experience supporting businesses with CRM/data workflows, email marketing, lead management, and operational VA tasks. For the first task, I can help set up Zapier to move contact data from Jotform into Wix accurately, ensuring fields are mapped correctly, test submissions are checked, and the workflow is documented so it remains easy to manage. I’m also comfortable maintaining structured marketing processes, organising contact lists, supporting campaigns, tracking leads, and keeping systems updated on an ongoing weekly basis. I understand the importance of accuracy and discretion for a financial planning business, especially when handling lead/contact information for pre-retirees and retirees. My focus would be to keep your marketing operations organised, reliable, and running smoothly so your team can focus on client relationships and strategy. I’m available for the initial 5–8 hours per week and happy to grow with the role as your marketing system expands. Please feel free to review my profile here: https://www.freelancer.com/u/esmael228⁠�

@jinufeb14

With my extensive background in utilizing and integrating various software platforms effectively, especially CRM systems like Wix, Zapier and Jotform, I am uniquely equipped to handle your specific marketing needs as a boutique financial planning business. I have a deep understanding of the value that automation and efficient systems bring to operational marketing activities, so this role aligns perfectly with my skillset and passion. Besides just being a cog in the wheel, I consider myself a partner in your growth journey. My main goal is to help you implement your structured 12-month marketing and lead generation strategy seamlessly. With regards to your first task mentioned, setting up Zapier to automatically move contact data from Jotforms to Wix, I have done similar integrations successfully before and can ensure a smooth transition with minimum disruption. Finally, my commitment to staying updated with the latest technology and tools makes me well-suited for this evolving industry. As a Tech Savvy Virtual Assistant, I'm always ready for new challenges which entail both technical non-technical dimensions. My flexibility in hours coupled with my consistent high standard of work make me an excellent long-term choice as your Marketing Operations VA. Let's work together towards achieving greater financial certainty for those who need it most!

@XbrainDesigner

Hello. I have managed several websites and businesses marketing efforts and had worked on almost all type of marketing applications available. I can design landing pages, automate workflow using zapier, make, and n8n etc. I want to work with you and deliver 6 to 7 hours marketing efforts per week with best possible communication. Ready to start work right away after selection. Let's have a chat. Best regards. Hassan

@ukokab

✅ I am a systems and automation specialist who enjoys exactly what you described: building clean data flows and supporting marketing operations. For your initial task, I will set up Zapier to automatically push contact data from Jotforms to Wix (fields mapped, error handling, tested). Beyond that, I can help with CRM organisation, email nurture sequences, and lead tracking – all with a focus on reducing manual work. I work 5‑8 hours/week flexibly and can grow with your 12‑month strategy. **Question:** Could you share the Jotform field names and the Wix CRM data structure so I can map the Zap accurately before the first sync? Best, Usman K https://www.freelancer.com/u/ukokab

@Aqsa4400

Hello, I have thoroughly reviewed your project requirements for a Marketing Operations VA to assist with the implementation of a structured 12-month marketing and lead generation strategy for your boutique financial planning business in Sydney's Inner West. I understand that you are seeking a professional who excels in systems, automation, organization, and operational marketing support, rather than a generic social media role. With over 5 years of experience in Wix, I am confident in my ability to provide you with a tailored and professional solution that aligns with your specific needs. To get a better sense of my skills, please visit my portfolio: https://www.freelancer.pk/u/Aqsa4400 I would love to discuss this project further with you. Please start the chat so we can explore how I can support your marketing operations effectively. Best regards, Aqsa Usman

@DngPhgNam

⭐⭐⭐⭐⭐ ✅Hi there, hope you are doing well! I have previously worked on a similar project where I seamlessly integrated Jotform submissions into Wix CRM using Zapier for a niche services business, making data transfer automatic and error-free. Based on my experience, the most important part to successfully complete this project is ensuring flawless automation workflows that keep contact data accurate and timely. Approach: ⭕I will start by mapping your Jotform fields to Wix CRM accurately. ⭕Set up Zapier Zaps that reliably transfer contact data between platforms. ⭕Test all integrations thoroughly for data integrity. ⭕Provide ongoing operational marketing support and automation enhancements as needed. ❓Could you please confirm how many distinct Jotform types or forms you currently use for lead capture? I am confident in delivering a smooth and efficient marketing operations process that supports your boutique financial planning business’s growth. Kind regards, Nam

@Softeria

As a seasoned AI Engineer with over a decade of experience in automation and web development, I am well-versed in the tools crucial to project success. Not only am I proficient in implementing complex automated systems like Zapier, but my expertise extends to full-stack development in platforms such as Wix, making me the ideal VA for your marketing and lead generation strategy. Besides my robust technical skills, I can offer you an unparalleled understanding of data management and analysis. At the heart of any successful marketing campaign lies accurate data processing, which is second nature to me after working years on large scale projects requiring meticulous organization and efficient automation. With that said, migrating contacts from Jotforms to Wix using Zapier is something I can tackle effortlessly. What sets me apart from other candidates, however, is my unique capability to bridge the gap between cutting-edge research and scalable solutions. Your boutique financial planning business deserves high-quality automation systems that are tailored precisely to your operations; this requires not just technical know-how but also an understanding of your uniquely specific needs and ambitions. Let's transform your marketing operations together.