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I will create dubsado honeybook 17hats CRM setup automation workflow system
United States
I speak German, English, French, Spanish, Italian, Portuguese
Course Website Developer Kajabi LearnDash Teachable Podia Skool
Hi, I'm Kenneth Clark, an Online Course Creation and LMS Specialist passionate about helping coaches, consultants, educators, and businesses turn their knowledge into engaging, profitable online learn...
About this Gig
I will set up and automate your CRM system using Dubsado, HoneyBook, or 17hats to help you manage clients, leads, and bookings more efficiently.
Whether you're a coach, freelancer, agency, or service-based business, I will design a streamlined CRM workflow that saves you time and helps you close more clients automatically.
What I will do for you:
- Full CRM account setup and configuration
- Client onboarding workflow automation
- Lead capture and contact form setup
- Email automation and follow-up sequences
- Pipeline creation and management
- Scheduling and booking integration
- Simple automation strategy tailored to your business
My goal is to help you turn your CRM into a fully automated system that works for you 24/7.
Lets build a system that helps you stay organized, respond faster, and grow your business with ease.
Software:
Dubsado
Industry:
Art & design
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Nonprofit
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Software
FAQ
What CRM platforms do you work with?
I work with Dubsado, HoneyBook, and 17hats CRM systems.
Do I need an existing CRM account?
No, I can set up everything from scratch for you.
Can you automate my entire client workflow?
Yes, I can automate your lead capture, onboarding, follow-ups, and booking process.
Do you provide custom CRM setups?
Yes, everything is customized based on your business needs.
Will I be able to manage the CRM after setup?
Yes, I build simple and user-friendly systems that are easy to manage.
Do you integrate scheduling tools?
Yes, I can integrate booking and scheduling systems into your CRM.
How long does the setup take?
Usually between 2–7 days depending on the package.
Can you migrate my existing CRM data?
Yes, I can help transfer your contacts and basic data if needed.
Do you offer revisions?
Yes, I provide revisions to make sure everything works perfectly.
Can you help me choose the right CRM?
Yes, I can recommend the best CRM based on your business type.
