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I will setup honeybook dubsado 17hats clay acuity zapier client workflow automation
Client Workflow Chatbot and SMS Automation Expert
Client Workflow, Chatbot & SMS Automation Expert | Honeybook, Webflow, WordPress & Voiceflow Specialist
⭐⭐⭐⭐⭐(20+) I am Sam, I set up client workflow automation using Honeybook, Dubsado, 17Hats, Clay...
About this Gig
Managing clients manually wastes time and causes missed follow-ups.
I build HoneyBook, Dubsado, 17hats, Clay, Acuity Scheduling, and Zapier automation that captures inquiries, automates onboarding, schedules appointments, sends reminders, and keeps your client pipeline organized.
Whether you're a coach, consultant, creative agency, photographer, freelancer, or service business, I'll create a reliable client workflow that reduces manual tasks and improves every stage of your customer journey.
My service includes:
- CRM setup
- Client onboarding
- Lead capture
- Proposal flow
- Contract setup
- Invoice workflow
- Acuity booking
- Zapier automation
- Client reminders
- Pipeline stages
- Contact sync
- Workflow logic
- Error testing
- Loom guide
- Go Live
Platforms I work with:
HoneyBook · Dubsado · 17hats · Clay · Acuity Scheduling · Zapier · Make · Calendly · HubSpot · Pipedrive · Zoho CRM · Salesforce · Airtable · Google Sheets · Slack · Typeform · Jotform · QuickBooks · Gmail · Stripe
SELECT A PACKAGE TO START IMMEDIATELY OR MESSAGE ME FOR A CUSTOM QUOTE.
Software:
HubSpot
FAQ
My client onboarding takes too much time
I automate your client journey from inquiry to booking, proposal, contract, payment, scheduling, reminders, and CRM updates using HoneyBook, Dubsado, 17hats, Acuity, Clay, and Zapier so every client receives the right next step automatically.
Who is this service best for?
This service is designed for photographers, coaches, consultants, designers, agencies, event planners, accountants, legal professionals, virtual assistants, and freelancers who need automated client onboarding and workflow management.
Why choose the Premium package?
Premium includes complete CRM configuration, client onboarding, contracts, invoices, scheduler integration, Zapier automation, reporting, workflow documentation, advanced integrations, testing, and post-delivery support.
What technical setup is included?
I configure pipelines, inquiry forms, client portals, proposal templates, contracts, invoices, Acuity scheduling, Zapier workflows, CRM synchronization, trigger logic, field mapping, testing, and deployment verification.
Can you automate additional business processes?
Yes. I can automate lead qualification, appointment reminders, follow-ups, payment requests, recurring invoices, onboarding emails, internal notifications, CRM updates, project creation, and client communication workflows.
