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I will setup dubsado honeybook practice better moxie crm
Your All Rounder Business Manager
Hi, I'm Prachi, a website designer and Online Business Manager with 4+ years of experience.
I specialize in creating websites and optimising operations - admin, tech or systems that not only look ...
About this Gig
Save 20+ Hours Every Week with Custom CRM Automations!
I specialize in setting up systems that save businesses countless hours a week whether you are using Dubsado, HoneyBook, Moxie, Practice Better and other CRMs.
How do I work?
I start by getting on a strategy call with you to have a complete understanding of your requirements and routine tasks and goals you'd like to achieve. I then draft a workflow with your customer journey, I create a tailored automation strategy, ensuring every process runs like clockwork.
What will you get?
A perfectly documented SOP with your workflows and automations with a video walkthrough on how to use it and a Done-For-You service for the package you opt for.
What I can do:
- Current CRM Setup Analysis
- Account Setup
- Canned Emails / Email Templates
- Questionnaires / Forms
- Contracts
- Proposals
- Appointment Scheduling
- Automations & Workflows
- Payment Plans & more
Message me to get a custom quote and plan.
Tags:
Zoho, HubSpot CRM, Follow Up Boss, Pipedrive, Zendesk, SuiteDash, Zoho Campaigns, KVCore, HoneyBook, Dubsado, Boogable, Monday CRM, MS Project, Project Management, Project Management Assign, Monday.com, Gantt Chart, ClickUp, Asana, PMP
Software:
Dubsado
Clients I’ve worked with
Amazon
Warehouse Stores
The project included creating a banner for their upcoming seminar and I helped them create it.
Apr 2024
FAQ
Do I need to contact you before ordering your CRM Setup service?
It's up to you. You can always order my CRM setup service directly; However, I highly recommend reaching out first so we can go through the process and fully understand your business needs. Clear communication is key to providing great service, and I'm always just a message away to help.
What CRMs do you specialize in?
I specialize in setting up and optimizing Dubsado, HoneyBook, Moxie, Practice Better, GoHighLevel and many others. Message me first if you are using a different CRM.
Will this setup work for my type of business?
Absolutely! I tailor each setup based on your specific business needs, whether you're a freelancer, coach, creative entrepreneur, or running a small business. I’ll ensure the CRM supports your workflow and goals.
What do I need to provide for you to start the setup?
I’ll need access to your CRM platform and basic information about your business, such as services offered, customer journey, current processes, branding and content.
Do you offer ongoing support after the setup?
Yes! If you need ongoing maintenance, I offer additional support packages.
What if I don’t have a CRM yet? Can you help me choose the best one?
Yes, I can help! During our initial consultation, I’ll analyze your business needs and recommend the best CRM platform—whether it’s Dubsado, HoneyBook, Moxie, Practice Better or another tool.
What if I want changes after the setup is complete?
For additional changes or upgrades after that time, you can order an add-on service for ongoing CRM management or further customization.
Reviews
2 reviews for this Gig
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Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
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Most relevant
A alycebossy
Australia
If I could give Prachi more stars, I would! I engaged Prachi to help migrate my website from Wordpress to Showit, and assist with SEO tasks. Prachi went absolutely above and beyond to make the process so seamless and easy, plus she is a delight to work with. Can't recommend Prachi enough!
$100-$200
Price
3 weeks
Duration
Helpful?D 
donniemaclea842
United Kingdom
Prachi did an excellent job with very good attention to detail and a useful presentation. Working with her was a breeze—she's fluent, quick to respond, and polite. Highly recommend! 🙌
Up to $50
Price
2 days
Duration
Helpful?
Reviews
2 reviews for this Gig
| (2) | ||
| (0) | ||
| (0) | ||
| (0) | ||
| (0) |
Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
Sort By
Most relevant
A alycebossy
Australia
If I could give Prachi more stars, I would! I engaged Prachi to help migrate my website from Wordpress to Showit, and assist with SEO tasks. Prachi went absolutely above and beyond to make the process so seamless and easy, plus she is a delight to work with. Can't recommend Prachi enough!
$100-$200
Price
3 weeks
Duration
Helpful?D donniemaclea842
United Kingdom
Prachi did an excellent job with very good attention to detail and a useful presentation. Working with her was a breeze—she's fluent, quick to respond, and polite. Highly recommend! 🙌
Up to $50
Price
2 days
Duration
Helpful?
