I will setup trello, asana, dubsado, and do full training honeybook
About this Gig
Are you looking to streamline your business and manage your clients more efficiently? Claire is here to help!
I offer professional setup and customization of Asana, Trello, Dubsado, and HoneyBook to help you stay organized and save time.
My services include project and task management setup, workflow customization, client onboarding, CRM setup, automated emails and follow-ups, forms and questionnaires, proposals and contracts, scheduling, and workflow automation.
I also provide personalized training to help you confidently manage your systems.
Lets create a smooth, organized workflow tailored to your business needs!
Send me a message, I am always here.
Software:
Dubsado
Industry:
Events planning
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Photography
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Real estate
FAQ
What is included in your setup service?
My services include project management setup, task organization, CRM setup, client onboarding workflows, forms, templates, scheduling, and automation.
Can you improve my existing workflow?
Yes! I can review your current setup, reorganize your workflows, and recommend improvements to make your business operations more efficient.
What do you need from me to get started?
I need to know your preferred platform, business type, workflow requirements, and the tasks you want to simplify or automate.

