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I will honeybook dubsado 17hats setup crm workflows forms scheduler client portal
About this Gig
HONEYBOOK DUBSADO 17HATS SETUP CRM WORKFLOWS FORMS SCHEDULER CLIENT PORTAL
Bought a client management CRM and still answering inquiries, booking calls and sending the same emails by hand?
I set up HoneyBook, Dubsado and 17hats so your lead forms, workflows, scheduler and client portal are ready to use, with branding, pipeline stages and email templates that match how you work.
Every setup is tested with a dummy client before delivery.
Fast communication | Tested workflows | English, French and Spanish
Platforms I work with:
HoneyBook, Dubsado, 17hats, Bonsai, Studio Ninja, Tave, Sprout Studio, Pixieset, Acuity Scheduling, Calendly, Flodesk, Google Calendar, Google Workspace, Zoom, Typeform, Canva, Squarespace, WordPress, Wix, Plutio, Moxie, SavvyCal, Jotform, Kit, Mailchimp, Zapier, Dropbox, Gmail, Outlook, Instagram, Pinterest, Google Forms, Showit, Webflow, Slack, Google Drive, Facebook
Software setup only. Invoices, payments, pricing and contract wording stay with you. I never need your password.
Message me before ordering. Tell me your CRM, your services and how a client moves from inquiry to booking. I'll confirm the scope.
Software:
Dubsado
FAQ
Which CRMs can you set up?
I set up HoneyBook, Dubsado and 17hats, including account configuration, branding, pipeline stages, project types and email templates for creatives, coaches and service businesses.
Can you build lead forms and questionnaires?
Yes. I create lead capture forms, inquiry forms, questionnaires and intake forms to match your services. I can also embed forms on Squarespace, WordPress or Wix.
Can you set up workflows and automations?
Yes. I configure workflows for inquiry replies, follow-ups, reminders, task assignments and stage changes, then test the flow with a dummy client.
Can you set up the scheduler and client portal?
Yes. I can configure booking links, availability, calendar connections and supported client portal features for files, messages and project details, depending on your platform and plan.
What do you not do?
This gig covers software setup only. I do not configure invoices, payments or pricing, or draft contract terms. You retain ownership of your accounts and any required platform subscription fees.
