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I will hootsuite dubsado honeybook 17hats asana trello slack airtable clickup notioncrm
Project Management CRM Workflow Automation Expert
Hi, I'm Lyral a Project Management and CRM specialist dedicated to helping businesses organize projects, streamline workflows, and improve productivity. I work with ClickUp, Monday.com, Asana, Trello,...
About this Gig
HELLO!
Struggling to manage clients, tasks, and operations across multiple platforms? I help service-based businesses and entrepreneurs streamline their systems with expert setup and customization of tools like Dubsado, Honeybook, 17hats, Asana, Trello, Slack, Airtable, ClickUp, Notion, and CRM platforms.
From automated workflows to clean, intuitive dashboards, I build systems that save time, increase efficiency, and elevate the client experience.
Services Include:
- CRM setup and customization
- Workflow automation (e.g., onboarding, invoicing, follow-ups)
- Project management and team collaboration systems
- Custom dashboards, forms, and templates
- Integrations via Zapier or native tools
- Documentation or video walkthroughs for ease of use/
Why Work With Me:
With a background in systems strategy and hands-on experience across industry-leading tools, I bring both technical expertise and an eye for business operations. My setups are not just functional they are built to scale with your growth.
Lets build smart, scalable systems tailored to how you work.
Software:
Honeybook
Industry:
Real estate
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Retail & wholesale
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Software
FAQ
Which platforms do you support?
I am specialize in setting up and customizing Dubsado, Honeybook, 17hats, Asana, Trello, Slack, Airtable, ClickUp, Notion, and other CRM or workflow tools.
Can you integrate multiple platforms together?
Yes, I can integrate tools using native features or third-party platforms like Zapier or Make to create seamless, automated workflows across systems.
Do you offer training or walkthroughs?
Absolutely. I can provide video walkthroughs or documentation to ensure you and your team feel confident using your new systems.
What do you need from me to get started?
After purchase, I’ll send a questionnaire to gather details about your business, goals, and tool access. This helps me tailor the setup to your needs.
Can you optimize an existing setup?
Yes, I offer both full setups and audits/improvements of existing systems for better performance, automation, and structure.
Can you help me choose the right tools for my business?
Yes, I can assess your business needs and recommend the best platforms to manage clients, projects, and workflows efficiently.
Do you work with specific industries or business types?
I work with a wide range of clients, including coaches, freelancers, agencies, creatives, and service-based businesses. Each setup is customized to your unique workflow.
How do you ensure the setup matches my brand?
I incorporate your brand elements such as logo, colors, tone, and style across forms, documents, dashboards, and client-facing materials.
Can I request changes after the setup is complete?
Yes, each package includes a set number of revisions. I'm committed to ensuring the final system aligns with your expectations.
What if I need ongoing support after the setup?
I offer extended support and maintenance as a custom extra if you need ongoing assistance or updates as your business evolves.
