Important: This role is best suited for a CRM architect or marketing systems builder, not a general digital marketer. Remote | Project + Potential Ongoing Role About Us We are launching Sāna, a private longevity and integrative medicine practice focused on hormone optimization, metabolic health, regenerative medicine, and longevity protocols. Our patients are sophisticated, research-oriented individuals seeking concierge-level care. This is not a typical wellness clinic or med spa. We are building our CRM and patient acquisition infrastructure from the ground up. Role We are seeking a CRM and marketing systems architect to design and implement the system that will support lead capture, consultation bookings, and long-term patient relationships. We are considering GoHighLevel, but welcome recommendations. Responsibilities CRM Setup Contact database structure Lead and patient lifecycle pipelines Segmentation and tagging system Funnels Lead magnet funnels Consultation booking funnels Educational landing pages Automation Email and SMS nurture flows Consultation preparation sequences Patient onboarding workflows Re-engagement campaigns Workflow Automation Lead routing and tagging Appointment reminders Patient follow-ups Analytics Lead source tracking Funnel conversion reporting Preferred Experience GoHighLevel or similar CRM/automation platforms Funnel architecture for consultation-based businesses Healthcare, wellness, or longevity brands HIPAA-aware marketing systems Project Structure Phase 1: CRM and automation setup Phase 2: Funnel and lead generation optimization Phase 3: Potential long-term partnership To Apply Please include: CRM or funnel systems you’ve built Relevant case studies or results Your recommended CRM stack for this type of practice Estimated timeline for implementation Please also answer: If you were building the marketing infrastructure for a concierge longevity practice from scratch, what CRM and funnel architecture would you recommend?