Project Overview

We operate a minimalist-design e-commerce site, Anonymia.com, selling handcrafted wooden home accessories to both individual consumers (B2C) and interior-design professionals (B2B). We need an experienced freelancer to fully integrate Outseta for user management, role-based access, manual approvals, invoicing, basic CRM, and email workflows—styled to match our clean, minimalist brand.

Detailed Scope of Work

Outseta Installation & Configuration

Embed the Outseta JavaScript snippet in all site pages.

In the Outseta dashboard, create and configure three membership roles:

Consumer (auto-approved, B2C)

Wholesale Pending (B2B sign-ups awaiting approval)

Wholesale Approved (B2B customers cleared to purchase)

Registration & Onboarding Flows

Build a custom Webflow registration form with a “Register as:” selector (Consumer vs. Business).

Map form submissions to Outseta sign-up API calls, auto-assigning the correct role.

Create two post-signup pages:

Consumer Thank You: “Your account is active—start shopping!”

Wholesale Pending: “Thanks for registering. Please await manual approval.”

Approval & Notification Workflows

Configure Outseta Workflows or Webhooks to:

Send an internal notification (e.g., Slack or email) whenever a new Wholesale Pending user registers.

Dispatch a “Your account is pending approval” email to B2B sign-ups.

Upon role change to Wholesale Approved, send an “Account Approved” email with login and purchase instructions.

Gating & Purchase Button Logic

On product and collection pages, implement role-based visibility:

Consumers & Wholesale Approved → full-color, active “Buy” button.

Wholesale Pending & Guests → greyed-out button or active button triggering a modal:

“Please log in and await account approval to purchase.”

Use CSS classes or Webflow interactions to smoothly toggle between states.

Invoicing & Billing

Connect Outseta to our Stripe account.

Enable and style Outseta’s built-in invoice creation for Wholesale Approved orders.

Verify that invoices include our logo, company data, line items, and payment links.

CRM & Email Marketing Setup

Define custom CRM fields in Outseta (e.g., company name, project type, region).

Create basic email templates: welcome series for Consumers; approval prompts for B2B.

Establish simple email segments (Consumers vs. B2B) for future campaigns.

Styling & Brand Alignment

Apply our custom fonts, color palette, and spacing to all Outseta embeds via Design Tool and/or Custom CSS.

Ensure forms, modals, buttons, and invoices visually blend into Anonymia’s site without jarring borders or mismatched typography.

Testing & Quality Assurance

User flows:

B2C sign-up → immediate checkout

B2B sign-up → pending state → manual approval → checkout

Guest user gating on “Buy” button

Cross-device checks: desktop, tablet, mobile

Browser compatibility: Chrome, Firefox, Safari, Edge

Documentation & Handover

Provide brief written steps on how to:

Approve/reject B2B users in Outseta dashboard

Edit email templates and invoice settings

Add new custom fields or segments

Required Qualifications

Extensive Webflow experience (custom embeds, interactions, responsive layouts)

Proven Outseta expertise (auth flows, role gating, invoicing, Workflows)

Strong HTML/CSS skills for Custom CSS overrides

Experience with Stripe billing integration via Outseta

A solid eye for minimalist UI/UX and brand consistency

Clear communicator with a track record of on-time delivery

Proposal Requirements

Fixed-price quote for the complete scope above

Estimated timeline (in days or weeks)

Links to relevant portfolio pieces or case studies

Brief description of your approach (e.g., how you’ll handle role gating, styling, and testing)

• Cross-device checks: desktop, tablet, mobile
• Browser compatibility: Chrome, Firefox, Safari, Edge
• Extensive Webflow experience (custom embeds, interactions, responsive layouts)
• Proven Outseta expertise (auth flows, role gating, invoicing, Workflows)
• Strong HTML/CSS skills for Custom CSS overrides
• Experience with Stripe billing integration via Outseta
• A solid eye for minimalist UI/UX and brand consistency
• Clear communicator with a track record of on-time delivery

• Invoicing & Billing

• Outseta Installation & Configuration
• Wholesale Approved (B2B customers cleared to purchase)
• Build a custom Webflow registration form with a “Register as:” selector (Consumer vs
• Map form submissions to Outseta sign-up API calls, auto-assigning the correct role
• Approval & Notification Workflows
• Send an internal notification (e.g., Slack or email) whenever a new Wholesale Pending user registers
• On product and collection pages, implement role-based visibility:
• Consumers & Wholesale Approved → full-color, active “Buy” button
• “Please log in and await account approval to purchase.”
• Use CSS classes or Webflow interactions to smoothly toggle between states
• Connect Outseta to our Stripe account
• Enable and style Outseta’s built-in invoice creation for Wholesale Approved orders
• Verify that invoices include our logo, company data, line items, and payment links
• CRM & Email Marketing Setup
• Define custom CRM fields in Outseta (e.g., company name, project type, region)
• Create basic email templates: welcome series for Consumers; approval prompts for B2B
• Establish simple email segments (Consumers vs. B2B) for future campaigns
• Styling & Brand Alignment
• Apply our custom fonts, color palette, and spacing to all Outseta embeds via Design Tool and/or Custom CSS
• Ensure forms, modals, buttons, and invoices visually blend into Anonymia’s site without jarring borders or mismatched typography
• B2C sign-up → immediate checkout
• B2B sign-up → pending state → manual approval → checkout
• Approve/reject B2B users in Outseta dashboard
• Edit email templates and invoice settings
• Add new custom fields or segments
• Links to relevant portfolio pieces or case studies
• Brief description of your approach (e.g., how you’ll handle role gating, styling, and testing)