Redesign & Integrations Specialist - Contract to Hire

BUDGET 450 USD - NON- Negotiable

Link to see other links:

docs.google.com/document/d/1WP3-X6pANILpd63Vnx_2uRD4_klLL_RRciZw2bZnZ5I/edit?usp=sharing

Project Overview

Status: Partial implementation with critical gaps requiring complete rebuild

Primary Goal: Payment/signup → Typeform completion → Dashboard access with appropriate permissions

Essential Reference Materials

Video Walkthroughs (Required Viewing)
• Homepage & Pricing Strategy: NDA New Homepage + Claude Pricing Page Next Steps
• Technical Architecture: NDA - Softwares Explanation
• Admin Workflows: NDA Admin Side
• Paid User Experience: NDA Paid User Flow
• Free User Experience: NDA Free Member Flow

Critical Documentation
• Membership Access Matrix: Membership vs Gated Content Access Matrix
• Complete Task Checklist: CHECKLIST + USERFLOW
• Salesforce API Requirements: API CHARTS
• Project Resources: Complete SOW Documentation

Revised User Journey Flow

Primary User Path

Homepage → Join NDA → Pricing Page → Payment/Free Selection → Typeform (Membership-Specific) → Dashboard Access

Critical Flow Changes

  1. Payment First: Users select and pay for membership tier before data collection

  2. Typeform Integration: Post-payment routing to membership-specific Typeform for complete profile setup

  3. Dashboard Landing: Users arrive at dashboard with permissions based on paid membership tier

  4. Salesforce Integration: Typeform submissions sync to Salesforce via Zapier

Current Software Stack & Connections

Core Platforms
• Frontend: Webflow CMS
• User Management: MemberStack (tiered access control)
• Payments: Stripe integration
• Data Collection: Typeform (membership-specific forms)
• CRM: Salesforce
• Automation: Zapier (connecting all systems)
• Maps: Mapbox + Jetboost filtering
• Design Framework: Flowkit
• Custom APIs: Netlify (repository empty - no code deployed)

Current URL Structure

Working URLs:
• Public Map: nantionaldent2.webflow.io/nda-listing
• Submit Listing: nantionaldent2.webflow.io/app/submit-a-job
• Signup: nantionaldent2.webflow.io/signup
• Login: nantionaldent2.webflow.io/login
• Pricing Page: nantionaldent2.webflow.io/pricing-page
• Dashboard: nantionaldent2.webflow.io/app/dashboard
• Job Board (External): ndaonline.careerwebsite.com/jobs/

Design Reference: national-dental-association.webflow.io/

Revised Data Flow Architecture

Payment Selection → MemberStack Plan Assignment → Typeform Routing → Salesforce Data Population → Dashboard Access

Membership Structure & Typeform Routing

Membership Types & Typeform Assignment
• General Member ($450/year) → General Member Typeform
• Active Military ($320/year) → Military/Affiliate Typeform
• Affiliate/International ($320/year) → Military/Affiliate Typeform
• Associate ($320/year) → Military/Affiliate Typeform
• Full-Time Faculty ($320/year) → Military/Affiliate Typeform
• Retired ($100/year) → Retired Member Typeform
• Graduates & Residents (Variable pricing) → Student/Graduate Typeform
• Corporate Roundtable ($5,000-$30,000) → Corporate Typeform
• Free Tier → Basic Member Typeform

Typeform Requirements

Each membership-specific Typeform must collect:
• First Name, Last Name
• Title, Director
• Office Phone, Mobile Phone
• Company Name
• Birthdate
• Address (street, city, state, zip)
• Dental School
• Specialty (dropdown)
• Degree/Degrees
• Ethnicity
• About Me
• Membership-specific fields based on tier

Complete Development Checklist

PHASE 1: CRITICAL SYSTEM REPAIRS

1.1 Content Cleanup [IMMEDIATE]

Reference: NDA Admin Side Loom for content management requirements
• [ ] Remove ALL SNDA (Student National Dental Association) references
• [ ] Update placeholder content with actual NDA information
• [ ] Fix email templates with correct organization details
• [ ] Audit all forms for proper NDA branding

1.2 Map Directory Emergency Fix

Reference: Softwares Explanation Loom for technical architecture
• [ ] Fix dark mode visibility (map currently invisible)
• [ ] Implement proper icon system:
• ⭐ Practice Owner
• ⚪ Black Provider
• [ ] Restore search functionality (currently non-functional)
• [ ] Fix filter dropdowns: specialty, city, language, accepting new patients
• [ ] Test Jetboost integration connectivity

PHASE 2: PAYMENT-TO-TYPEFORM FLOW IMPLEMENTATION

2.1 Pricing Page & Payment Integration

Reference: NDA New Homepage + Claude Pricing Page Next Steps Loom

User Path: Homepage → "Join NDA" → Pricing Page → Payment → Typeform Redirect
• [ ] Pricing Page Rebuild:
• Annual vs installment toggle functionality
• Dynamic pricing display per membership type
• Corporate sponsor logo integration
• Clear membership tier comparisons
• Reference design: claude.ai/public/artifacts/1cb14c72-46d1-4c3b-8385-8ead4e8b51b3
• [ ] Payment Processing:
• Stripe checkout integration for all paid tiers
• Payment plan options (installments vs annual)
• Free tier selection (no payment required)
• MemberStack plan assignment upon payment success
• [ ] Post-Payment Routing:
• Automatic redirect to membership-specific Typeform
• Pass membership tier data to Typeform via URL parameters
• Handle failed payments with retry options

2.2 Typeform System Implementation

Requirements: Reconnect NDA Google + Typeform access (Marcus approval needed)

Typeform Creation & Configuration:
• [ ] General Member Typeform: Standard professional fields
• [ ] Military/Affiliate Typeform: Additional verification fields for discounts
• [ ] Retired Member Typeform: Retirement verification and reduced field set
• [ ] Student/Graduate Typeform: Graduation year, current status, school verification
• [ ] Corporate Typeform: Company details, CRT tier selection, contact persons
• [ ] Free Tier Typeform: Basic information collection

Typeform Integration Setup:
• [ ] URL parameter passing from payment success
• [ ] Hidden fields for membership tier identification
• [ ] Salesforce field mapping for each form type
• [ ] Zapier automation for data transfer

2.3 Salesforce Integration - Typeform Focus

Reference: API CHARTS Documentation

Primary Data Flow: Typeform → Zapier → Salesforce Contact Creation/Update

Required Zapier Automations:
• [ ] Typeform Submissions: All membership forms → Salesforce Contact creation
• [ ] Membership Assignment: Typeform completion → MemberStack account creation
• [ ] Payment Verification: Stripe confirmation → Salesforce membership status
• [ ] Dashboard Access: Account creation → Dashboard permission assignment

Typeform Field Mapping to Salesforce:
• [ ] First Name → Contact.FirstName
• [ ] Last Name → Contact.LastName
• [ ] Title → Contact.Title
• [ ] Director → Contact.Director__c
• [ ] Office Phone → Contact.Phone
• [ ] Mobile Phone → Contact.MobilePhone
• [ ] Company Name → Contact.Account.Name
• [ ] Birthdate → Contact.Birthdate
• [ ] Address → Contact.MailingAddress
• [ ] Dental School → Contact.Dental_School__c
• [ ] Specialty → Contact.Specialty__c
• [ ] Degree/Degrees → Contact.Degrees__c
• [ ] Ethnicity → Contact.Ethnicity__c
• [ ] About Me → Contact.About_Me__c
• [ ] Membership Type → Contact.Membership_Type__c

PHASE 3: DASHBOARD ACCESS & PERMISSIONS

3.1 MemberStack Configuration

Reference: Paid User Flow Loom and Free Member Flow Loom
• [ ] Account Creation: Post-Typeform completion triggers MemberStack account
• [ ] Plan Assignment: Membership tier determines dashboard access level
• [ ] Login Credentials: Email/password setup after Typeform completion
• [ ] Permission Gates: Folder-based access control implementation

3.2 Dashboard Implementation by Tier

Reference: Membership vs Gated Content Access Matrix

Free Tier Dashboard:
• [ ] Directory map (view-only, cannot create listings)
• [ ] Events (view + submit with admin approval required)
• [ ] Volunteer Center (view + submit with admin approval required)
• [ ] Job Board (external link access)
• [ ] Account Settings (view profile, limited editing)
• [ ] Strategic "Upgrade" CTAs throughout interface

Paid Tier Dashboard (All Paid Members):
• [ ] Directory map (full access + create listings directly)
• [ ] Events (full access + create events directly)
• [ ] Volunteer Center (full access + create opportunities directly)
• [ ] Job Board (external link access)
• [ ] Account Settings (full profile editing with Salesforce sync)

Corporate Tier Dashboard Enhancements:
• [ ] Enhanced analytics and reporting access
• [ ] Priority event listings
• [ ] Advanced member directory features
• [ ] Dedicated corporate resources section

PHASE 4: CONTENT MANAGEMENT WITHOUT INITIAL PROFILE FORMS

4.1 Directory/Map Functionality

Reference: Complete SOW Documentation for directory requirements

Listing Creation Process (Post-Dashboard Access):
• [ ] Paid members access "Create Directory Listing" from dashboard
• [ ] Form collects practice-specific information:
• Practice name
• Provider name
• Address (street, city, state, zip)
• Phone number
• Email (if applicable)
• Specialty
• Languages spoken
• Profile photo upload
• Role designation (Owner, Associate)
• [ ] Direct publishing for paid members
• [ ] Admin approval required for free tier submissions
• [ ] Chapter/Society Integration: Load CSV data from Society Information.xlsx

4.2 Event Management System

Event Creation Workflow:
• [ ] Dashboard access to "Create Event" (paid members)
• [ ] Event submission form with required fields
• [ ] Direct publishing for paid members
• [ ] Admin approval workflow for free tier
• [ ] Public event calendar display
• [ ] Member registration tracking in Salesforce

4.3 Volunteer Center

Reference: CHECKLIST + USERFLOW for volunteer workflows

Opportunity Posting:
• [ ] Dashboard access to "Create Volunteer Opportunity"
• [ ] Location-based categorization
• [ ] Committee association options
• [ ] Direct publishing for paid members
• [ ] Admin approval for free tier submissions

PHASE 5: ADMIN WORKFLOWS

5.1 Admin Dashboard for Content Moderation

Reference: NDA Admin Side Loom
• [ ] Free Tier Submissions: Approve/reject workflow for events, volunteer posts, directory listings
• [ ] Content Overview: Dashboard showing all pending submissions
• [ ] Quick Actions: One-click approval/rejection
• [ ] Notification System: Email alerts for new submissions requiring approval

5.2 Member Management
• [ ] Salesforce Integration: View complete member profiles and activity
• [ ] Membership Status: Track payment status and tier assignments
• [ ] Support Tools: Direct access to member communication history

PHASE 6: DESIGN IMPLEMENTATION

6.1 Brand System Application

Reference: NDA New Homepage + Claude Pricing Page Next Steps Loom

Color Palette:
• Night Black (#0A0A0A) - Headers and strong emphasis
• Claret (#711D3A) - Primary brand color and CTAs
• Yale Blue (#023A71) - Secondary elements and links
• White (#FEFEFE) - Background and text

Typography:
• [ ] Primary Font: Inter (Google Fonts) - all weights 300-900
• [ ] Secondary Font: Crimson Text (Google Fonts) - elegant accents
• [ ] Consistent application across all pages

6.2 Homepage Redesign

Reference Design: national-dental-association.webflow.io/

Hero Section Requirements:
• [ ] Video/sliding banner implementation
• [ ] Three rotating slides showcasing NDA impact
• [ ] Clear "Join NDA" CTA leading to pricing page
• [ ] Ad space integration (functional)

Content Sections:
• [ ] Impact statistics (112 years, 7,000+ members, 39 chapters)
• [ ] JEDI mission statement
• [ ] Professional journey visualization
• [ ] News and events showcase

PHASE 7: QUALITY ASSURANCE & TESTING

7.1 Complete User Journey Testing

Payment-to-Dashboard Flow:
• [ ] Homepage → Pricing → Payment → Typeform → Dashboard access
• [ ] Test all membership tiers and payment options
• [ ] Verify correct Typeform routing based on membership selection
• [ ] Confirm dashboard permissions match paid tier
• [ ] Validate Salesforce data population from Typeform submissions

7.2 Integration Testing
• [ ] Stripe → MemberStack: Payment confirmation triggers plan assignment
• [ ] Typeform → Zapier → Salesforce: Data synchronization verification
• [ ] MemberStack → Dashboard: Permission-based access control
• [ ] Dashboard → Content Creation: Submission and approval workflows

7.3 Admin Workflow Testing
• [ ] Content approval process for free tier submissions
• [ ] Notification system for new submissions
• [ ] Member management and support tools
• [ ] Salesforce data accuracy and completeness

PHASE 8: MEMBERSHIP LIFECYCLE MANAGEMENT

8.1 Renewal System

Automated Notifications:
• [ ] 7 days before expiry: Email reminder with renewal link
• [ ] 3 days before expiry: Email + SMS option
• [ ] Expiration date: Email + dashboard banner
• [ ] 24 hours post-expiry: Email + reduced dashboard access

8.2 Account Status Management
• [ ] 7-day grace period for payment processing
• [ ] Automatic downgrade to free tier after grace period
• [ ] Dashboard access restriction for expired accounts
• [ ] Reactivation process for lapsed members

Success Criteria

Primary Goals

  1. Seamless Payment-to-Dashboard Flow: Users complete payment → Typeform → arrive at appropriate dashboard

  2. Correct Tier Assignment: Dashboard access matches paid membership level

  3. Salesforce Integration: Typeform data properly populates member profiles

  4. Content Creation Access: Members can create listings/events/volunteer posts based on tier

  5. Admin Efficiency: Free tier submission approval workflow functions properly

Secondary Goals

  1. Mobile Experience: Responsive design across all devices

  2. Performance: Fast loading and reliable integrations

  3. User Experience: Intuitive navigation and clear value proposition

  4. Data Integrity: Accurate member information and payment tracking

Critical Dependencies

External Access Required

  1. Marcus Approval: Typeform and Google access reconnection

  2. Salesforce Configuration: Custom field setup and API access

  3. Stripe Setup: Payment processing and webhook configuration

  4. Content Cleanup: Remove all SNDA references before launch

High-Priority Fixes

  1. Map Dark Mode: Critical visibility issue affecting user experience

  2. MemberStack Configuration: Broken tier assignments blocking core functionality

  3. Typeform Creation: Multiple membership-specific forms required

  4. Dashboard Permissions: Tier-based access control implementation

Job Qualifications

  • Student/Graduate Typeform: Graduation year, current status, school verification
  • Hidden fields for membership tier identification
  • Typeform Submissions: All membership forms → Salesforce Contact creation
  • Payment Verification: Stripe confirmation → Salesforce membership status
  • Dashboard Access: Account creation → Dashboard permission assignment
  • Last Name → Contact
  • Title → Contact
  • Office Phone → Contact
  • Mobile Phone → Contact
  • Birthdate → Contact
  • Permission Gates: Folder-based access control implementation
  • 3.2 Dashboard Implementation by Tier
  • Volunteer Center (view + submit with admin approval required)
  • Languages spoken
  • Admin approval required for free tier submissions
  • Chapter/Society Integration: Load CSV data from Society Information.xlsx
  • Dashboard access to "Create Volunteer Opportunity"
  • Location-based categorization
  • Admin approval for free tier submissions
  • Yale Blue (#023A71) - Secondary elements and links
  • White (#FEFEFE) - Background and text
  • Primary Font: Inter (Google Fonts) - all weights 300-900
  • Secondary Font: Crimson Text (Google Fonts) - elegant accents
  • Consistent application across all pages
  • Video/sliding banner implementation
  • Three rotating slides showcasing NDA impact
  • Typeform → Zapier → Salesforce: Data synchronization verification
  • Content Creation Access: Members can create listings/events/volunteer posts based on tier
  • Admin Efficiency: Free tier submission approval workflow functions properly
  • Mobile Experience: Responsive design across all devices
  • Performance: Fast loading and reliable integrations
  • User Experience: Intuitive navigation and clear value proposition
  • Data Integrity: Accurate member information and payment tracking
  • External Access Required
  • Marcus Approval: Typeform and Google access reconnection
  • Salesforce Configuration: Custom field setup and API access
  • Content Cleanup: Remove all SNDA references before launch
  • Dashboard Permissions: Tier-based access control implementation

Job Benefits

  • Pricing Page: nantionaldent2.webflow.io/pricing-page
  • Full-Time Faculty ($320/year) → Military/Affiliate Typeform
  • Retired ($100/year) → Retired Member Typeform
  • Corporate Roundtable ($5,000-$30,000) → Corporate Typeform
  • Annual vs installment toggle functionality
  • Dynamic pricing display per membership type
  • Stripe checkout integration for all paid tiers
  • Payment plan options (installments vs annual)
  • Free tier selection (no payment required)
  • MemberStack plan assignment upon payment success
  • URL parameter passing from payment success
  • Strategic "Upgrade" CTAs throughout interface
  • Directory map (full access + create listings directly)
  • Events (full access + create events directly)
  • Volunteer Center (full access + create opportunities directly)
  • Direct publishing for paid members
  • 7-day grace period for payment processing
  • Automatic downgrade to free tier after grace period

Job Responsibilities

  • Status: Partial implementation with critical gaps requiring complete rebuild
  • Primary Goal: Payment/signup → Typeform completion → Dashboard access with appropriate permissions
  • Homepage & Pricing Strategy: NDA New Homepage + Claude Pricing Page Next Steps
  • Admin Workflows: NDA Admin Side
  • Membership Access Matrix: Membership vs Gated Content Access Matrix
  • Complete Task Checklist: CHECKLIST + USERFLOW
  • Salesforce API Requirements: API CHARTS
  • Project Resources: Complete SOW Documentation
  • Revised User Journey Flow
  • Primary User Path
  • Payment First: Users select and pay for membership tier before data collection
  • Typeform Integration: Post-payment routing to membership-specific Typeform for complete profile setup
  • Dashboard Landing: Users arrive at dashboard with permissions based on paid membership tier
  • Salesforce Integration: Typeform submissions sync to Salesforce via Zapier
  • Current Software Stack & Connections
  • Frontend: Webflow CMS
  • User Management: MemberStack (tiered access control)
  • Payments: Stripe integration
  • Data Collection: Typeform (membership-specific forms)
  • CRM: Salesforce
  • Automation: Zapier (connecting all systems)
  • Maps: Mapbox + Jetboost filtering
  • Design Framework: Flowkit
  • Custom APIs: Netlify (repository empty - no code deployed)
  • Revised Data Flow Architecture
  • Payment Selection → MemberStack Plan Assignment → Typeform Routing → Salesforce Data Population → Dashboard Access
  • General Member ($450/year) → General Member Typeform
  • Active Military ($320/year) → Military/Affiliate Typeform
  • Affiliate/International ($320/year) → Military/Affiliate Typeform
  • Associate ($320/year) → Military/Affiliate Typeform
  • Graduates & Residents (Variable pricing) → Student/Graduate Typeform
  • Free Tier → Basic Member Typeform
  • First Name, Last Name
  • Membership-specific fields based on tier
  • Complete Development Checklist
  • PHASE 1: CRITICAL SYSTEM REPAIRS
  • 1.1 Content Cleanup [IMMEDIATE]
  • Reference: NDA Admin Side Loom for content management requirements
  • Remove ALL SNDA (Student National Dental Association) references
  • Update placeholder content with actual NDA information
  • Fix email templates with correct organization details
  • Audit all forms for proper NDA branding
  • 1.2 Map Directory Emergency Fix
  • Fix dark mode visibility (map currently invisible)
  • Implement proper icon system:
  • Restore search functionality (currently non-functional)
  • Fix filter dropdowns: specialty, city, language, accepting new patients
  • Test Jetboost integration connectivity
  • PHASE 2: PAYMENT-TO-TYPEFORM FLOW IMPLEMENTATION
  • User Path: Homepage → "Join NDA" → Pricing Page → Payment → Typeform Redirect
  • Pass membership tier data to Typeform via URL parameters
  • Handle failed payments with retry options
  • General Member Typeform: Standard professional fields
  • Military/Affiliate Typeform: Additional verification fields for discounts
  • Retired Member Typeform: Retirement verification and reduced field set
  • 2.3 Salesforce Integration - Typeform Focus
  • Reference: API CHARTS Documentation
  • Primary Data Flow: Typeform → Zapier → Salesforce Contact Creation/Update
  • Membership Assignment: Typeform completion → MemberStack account creation
  • First Name → Contact
  • Dental School → Contact.Dental_School__c
  • Specialty → Contact.Specialty__c
  • Degree/Degrees → Contact.Degrees__c
  • Ethnicity → Contact.Ethnicity__c
  • PHASE 3: DASHBOARD ACCESS & PERMISSIONS
  • Reference: Paid User Flow Loom and Free Member Flow Loom
  • Account Creation: Post-Typeform completion triggers MemberStack account
  • Plan Assignment: Membership tier determines dashboard access level
  • Login Credentials: Email/password setup after Typeform completion
  • Events (view + submit with admin approval required)
  • Enhanced analytics and reporting access
  • Priority event listings
  • Reference: Complete SOW Documentation for directory requirements
  • Paid members access "Create Directory Listing" from dashboard
  • 4.2 Event Management System
  • Dashboard access to "Create Event" (paid members)
  • Event submission form with required fields
  • Direct publishing for paid members
  • Admin approval workflow for free tier
  • Public event calendar display
  • Member registration tracking in Salesforce
  • Reference: CHECKLIST + USERFLOW for volunteer workflows
  • PHASE 5: ADMIN WORKFLOWS
  • Free Tier Submissions: Approve/reject workflow for events, volunteer posts, directory listings
  • Content Overview: Dashboard showing all pending submissions
  • Salesforce Integration: View complete member profiles and activity
  • Support Tools: Direct access to member communication history
  • Night Black (#0A0A0A) - Headers and strong emphasis
  • Claret (#711D3A) - Primary brand color and CTAs
  • Homepage → Pricing → Payment → Typeform → Dashboard access
  • Test all membership tiers and payment options
  • Verify correct Typeform routing based on membership selection
  • Confirm dashboard permissions match paid tier
  • Validate Salesforce data population from Typeform submissions
  • Stripe → MemberStack: Payment confirmation triggers plan assignment
  • MemberStack → Dashboard: Permission-based access control
  • Dashboard → Content Creation: Submission and approval workflows
  • 7.3 Admin Workflow Testing
  • Content approval process for free tier submissions
  • Member management and support tools
  • Salesforce data accuracy and completeness
  • Dashboard access restriction for expired accounts
  • Reactivation process for lapsed members
  • Seamless Payment-to-Dashboard Flow: Users complete payment → Typeform → arrive at appropriate dashboard
  • Correct Tier Assignment: Dashboard access matches paid membership level
  • Salesforce Integration: Typeform data properly populates member profiles
  • Stripe Setup: Payment processing and webhook configuration
  • Map Dark Mode: Critical visibility issue affecting user experience
  • MemberStack Configuration: Broken tier assignments blocking core functionality
  • Typeform Creation: Multiple membership-specific forms required