
Build & finalize A Beta Testing Management System
Upwork
Remoto
•2 days ago
•No application
About
We already built the Notion database structure (Testers DB, Freelancers DB, Sessions DB, Freelancer Portal).Now I need a pro to: Verify my setup (check all properties, relations, rollups, formulas). Fix any mistakes and ensure privacy rules are correct. Integrate automation flows (via Make, LemCall, OpenPhone, Google Forms). Run a dummy test with sample testers & freelancers to confirm the system works end-to-end. ✅ System Scope (already designed)1. Notion Setup (already created, needs verification & cleanup) Testers DB Fields: First Name (title), Last Name (hidden), Email (hidden), Phone (hidden), Timezone, Special Health Issue (Yes/No), Shipping Address (hidden), Assigned Diet Coach, Backup Diet Coach, Assigned Mental Coach, Backup Mental Coach, Sessions (relation), Sessions Completed (rollup), Next Session (rollup), Feedback Avg (rollup), Engagement Tag (Select: High/Follow-up/Premium/Inactive), Signup Date, Scale Shipped (checkbox), Scale Shipped Date (date), Kickoff Sent (checkbox). Freelancers DB Fields: Name (title), Role (Nutritionist/Dietitian/Mental Coach), Email (internal), Phone (internal), Assigned Testers (relations), Backup Testers (relations), Sessions Led (relation), Total Sessions (rollup), Average Rating (rollup), Onboarding Date, Notes. Sessions DB Fields: Session Title, Tester (relation), Freelancer (relation), Start Time, End Time, Status (Planned/Completed/No-show), Completed? (formula), Feedback Score (number) manually entered by admin, Is Upcoming? (formula), Is Due Soon? (formula). Freelancer Portal (linked views) Linked Testers DB (filtered by assignment, hides Email/Phone/Address/Last Name). Linked Sessions DB (filtered by assigned Freelancer). Duplicate views per freelancer for privacy. 2. Automation Flows (via Make) Signup Form → Notion Google Form (Name, Email, Phone, Health Qs, Timezone, Shipping Address). Auto-create tester in Notion with data. Shipping Confirmation Admin manually checks “Scale Shipped” + sets Scale Shipped Date. Automation waits 5 days → sends Week 1 Kickoff email. Session Scheduling & Reminders LemCall booking links sent in emails (Week 1, Week 2, Week 3). Reminders triggered from Sessions DB (using Is Upcoming? / Is Due Soon?). Call Logs OpenPhone integration → logs & transcriptions attached to tester session in Notion. Feedback & Engagement Tagging Week 4 → automatic survey link sent. Feedback auto-updates Engagement Tag (High / Needs Follow-up / Premium / Inactive). 3. Testing Requirement Before handover, freelancer must: Create dummy data (2 testers, 2 freelancers, 4 sessions). Run through full flow: Signup → Shipped → Kickoff email → Booking → Session → Feedback → Engagement Tag. Confirm that all relations, rollups, formulas, filters work correctly. Confirm privacy: freelancers only see their own testers & sessions. Integrate automations (Make, LemCall, OpenPhone, Google Forms). Run a full dummy test (2 testers, 2 freelancers, 4 sessions). ✅ Scope (already designed): Notion Setup Testers DB: Name, hidden info (Last, Email, Phone, Address), Timezone, Health Issue, Assigned/Backup Coaches, Sessions (rel), Sessions Completed/Next Session/Feedback Avg (rollups), Engagement Tag (High/Follow-up/Premium/Inactive), Signup Date, Scale Shipped + Date, Kickoff Sent. Freelancers DB: Name, Role, Email/Phone (internal), Assigned/Backup Testers, Sessions Led (rel), Total Sessions/Avg Rating (rollups), Onboarding Date, Notes. Sessions DB: Title, Tester, Freelancer, Start/End, Status (Planned/Completed/No-show), Completed? (formula), Feedback Score, Is Upcoming?/Due Soon? (formulas). Portal: Linked/filtered Testers & Sessions, duplicate views per freelancer for privacy. Automations (Make): Signup Form → Notion auto-creates tester. Shipping → 5d wait → Kickoff email. Session scheduling via LemCall links + reminders. OpenPhone logs to Sessions. Week 4 survey → auto-updates Engagement Tag. Testing & Deliverables: Confirm end-to-end flow + privacy. Deliver Vivahab Beta Ops Hub (Notion + Automations). Short Loom (≤10 min) walkthrough + doc of manual steps.