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Fiverr Pro
English
$
USD
I will setup and automate honeybook, dubsado, 17hats, basecamp CRM workflows
Professional website designer and Gohighlevel funnel builder
Hello! I am Precious, Welcome to my profile
For the past 5 years, I've been helping businesses create websites, landing pages, and funnels that strengthen their online presence and support business ...
About this Gig
Transform Your Client Onboarding Process With a Fully Automated CRM System
Are you spending too much time manually sending emails, contracts, invoices, and follow-ups? Manual client onboarding can lead to lost leads, delayed payments, missed opportunities, poor client experiences, and valuable time wasted on repetitive tasks instead of growing your business.
I help service-based businesses streamline their operations using HoneyBook, Dubsado, and 17Hats, Basecamp & CRM systems so you can save time, stay organized, and deliver a professional client experience.
What I Can Help You With:
- HoneyBook,Dubsado, Setup
- 17Hats CRM Setup
- Client Onboarding Automation
- Workflow Creation
- Email Templates
- Contracts & Proposals
- Questionnaires
- Invoice & Payment Setup
- Client Portal Setup
- CRM Migration
Why Work With Me?
- Professional CRM Setup
- Tailored Workflows
- Fast Communication
Whether you're a coach, consultant, photographer, agency owner, wedding professional, or service provider, I will create a system that helps you manage clients efficiently and scale your business.
Contact me before ordering so we can discuss your business needs and ensure the best solution for your workflow.
Software:
HubSpot
FAQ
What do you need from me?
Your CRM login details, branding assets, business process information, and any content you'd like added to forms, emails, proposals, or contracts.
Can you migrate my existing clients?
Yes. I can import your contacts and help transfer data from another CRM platform.
Do you create custom workflows?
Absolutely. Every workflow is tailored to your business process and client journey.
Which industries do you work with?
Coaches, consultants, photographers, agencies, event planners, wedding professionals, and service-based businesses.
Will you provide support after delivery?
Sure ! Support is included depending on your package.
