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$
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I will be your expert in simple practice set up, tebra, office ally, odoo crm, elation
Certified Funnels, GoHighLevel Expert, High Converting Sales Funnels,
I am a seasoned Internet Marketing Professional specializing in creating high converting sales funnels and automation systems using industry leading platforms such as ClickFunnels, GoHighLevel, Kajabi...
About this Gig
Need your CRM configured properly instead of piecing everything together yourself? I can professionally set up your CRM, workflows, client records, scheduling, forms, pipelines, and integrations around your process.
I work with SimplePractice, Tebra, Office Ally, and Odoo CRM, helping you turn a new or existing account into a cleaner, more organized system.
WHAT I CAN SET UP:
- Account & workspace configuration
- Client/contact fields & records
- Calendar, scheduling & reminders
- Forms, templates & intake flows
- Pipelines, stages & activities
- Billing/payment-related settings
- Lead capture & follow-up workflows
- Email, calendar & third-party integrations
- Reports, dashboards & testing
WHAT YOU GET:
A structured setup tailored to your workflow, tested before delivery, with handover notes.
Whether you need a fresh setup, cleanup, workflow automation, or CRM integration, I focus on practical configurationnot unnecessary complexity.
Please review the FAQs for scope details.
Message me before ordering if your project involves multiple platforms or a custom integration. Ready to get organized? Click Continue to get started.
Software:
Odoo
Industry:
Software
•
Wellness
FAQ
Can you work with an existing account?
Yes. I can configure, organize, clean up, and optimize an existing setup or build from scratch.
Which platforms do you support?
I can work with SimplePractice, Tebra, Office Ally, and Odoo CRM according to the features available in your account and your project requirements.
Can you set up workflows and automation?
Yes. Depending on the platform, I can configure workflows, reminders, activities, follow-ups, triggers, and related automation.
Can you connect other tools?
Yes. I can work on supported integrations such as email, calendars, forms, and other third-party tools. Custom/API integrations should be discussed before ordering.
Can you migrate my existing data?
Basic data organization may be included depending on the package. Large imports, complex migration, or data cleanup may require a custom offer.
Do you provide training?
Yes. Premium projects can include basic handover guidance so you understand the configuration and how to manage it.
Do you need my password?
No. Whenever possible, use the platform's secure user invitation or appropriate access method. Never send unnecessary sensitive information through Fiverr messages.
What is considered a revision?
A revision is a reasonable adjustment to the agreed scope after delivery. New features, additional platforms, or substantially different requirements are treated as new work.
Can you set up all four platforms?
Yes, the Premium package is designed for projects involving up to four platforms, subject to the exact requirements and available features.
Should I message you before ordering?
For a simple one-platform setup, you can order directly. For multiple platforms, migration, custom integrations, or advanced automation, messaging first is recommended.
