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Urgent: Momence CRM Specialist – Email Sequence Build & Funnel Optimization for Yoga Studio
UpworkUSNot specifiedintermediate
CRM AutomationMarketing AutomationLead NurturingEmail MarketingCustomer EngagementAutomated WorkflowConversion Rate OptimizationDigital Marketing StrategyMomence
We are looking for a Momence expert to urgently help audit, optimize, and build automated client communication sequences for a boutique yoga studio. The goal is to improve the student onboarding experience and convert new visitors into long-term members.
This project includes reviewing our existing sequences, identifying gaps, and building new automation flows within Momence that guide students from their first interaction with the studio through membership conversion.
This is a time-sensitive project with a phased approach and clear deadlines.
Project Phases & Priorities
Phase 1 (Priority – Needed by Early Next Week)
Build a First Class / Workshop Attendee Sequence with the following functionality:
Pre-Visit Welcome
Automated welcome email sent after a student books their first class or workshop
Email should prepare students for their first visit (arrival time, what to bring, studio etiquette, etc.)
Internal Admin Alert
Trigger an internal notification to studio admins when a student is attending their first class
This alert will prompt the team to schedule an Intentional Intake so the student can be greeted warmly and professionally oriented when they arrive
Post-Visit Follow-Up
Follow-up emails encouraging return visits
Studio education (class styles, teachers, community)
Conversion pathway into intro offers or memberships
Phase 2
Conduct a full audit of current Momence sequences, including:
Reviewing existing automations and email sequences
Identifying gaps, inefficiencies, and missed opportunities
Recommending improvements to the client journey and conversion flow
Phase 3
Build a Free Trial / Complimentary Class Conversion Funnel:
Immediate post-class follow-up
New client introduction series
Nurture sequence highlighting the benefits of regular practice
Conversion into intro offers or memberships
Phase 4 (Optimization & Growth Sequences – Completed by End of Month)
Additional automation builds and improvements such as:
Referral optimization sequence
Campaign-based sequences (events, workshops, promotions)
Additional lifecycle automations to support student retention and membership growth
Ideal Candidate
Strong experience working with Momence CRM
Experience building email automation and lifecycle marketing sequences
Familiarity with fitness, yoga, or wellness studio client journeys
Strategic thinker who can recommend improvements—not just execute tasks
Able to work quickly and communicate clearly due to the urgent timeline
Timeline
Phase 1 completed by early next week
Remaining phases completed by end of month
To Apply
Please include:
Your experience with Momence or similar CRM platforms
Examples of automation sequences or funnels you’ve built
Your availability to begin immediately and meet the project timeline
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