I will set up honeybook or dubsado CRM and client workflows
Digital Store Setup, CRM Automation and Marketing Specialist
About this Gig
Streamline Your Client Onboarding With CRM Automation!
Are you tired of manually managing emails, contracts, invoices, and client follow-ups? I'm Precious, helping service-based businesses simplify client management with HoneyBook, Dubsado, 17hats, and Basecamp.
MY SERVICES INCLUDE:
- HoneyBook, Dubsado & 17hats setup
- Client onboarding automation
- Custom workflows and email templates
- Contracts, proposals & questionnaires
- Invoice and payment setup
- Client portals
- CRM migration and organization
WHY WORK WITH ME?
- Professional, organized setup
- Workflows tailored to your business
- Clear communication
- Attention to detail
Whether you're a coach, consultant, photographer, wedding professional, or service provider, I'll help you create a smoother client experience and save time on repetitive tasks.
Message me before ordering so we can discuss your needs and choose the right solution for your business!
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.

