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English
$
USD
I will setup dubsado honeybook 17hats acuity clay com zapier workflow automation
5.0
5.0
United Kingdom
I speak English, Dutch, Italian, Portuguese, German, Spanish, French
11 orders completed
I make projects, tasks, and workflows easier to manage
Hi, I’m Sophia, it’s great to meet you!
I’m a Project Management and Automation Expert dedicated to helping businesses stay organized and productive. I create efficient systems in ClickUp, Trello, As...
Level 1
Has met certain performance criteria and shows strong potential in the marketplace.
About this Gig
Are you tired of wasting time on repetitive tasks, missed follow-ups, and messy client management processes?
I specialize in setting up powerful systems using Dubsado, HubSpot, HoneyBook, 17hats, Acuity Scheduling, Clay, and Zapier to streamline your operations and create a smooth client experience.
I specialize in setting up and customizing CRMs and workflow automations for coaches, agencies, freelancers, salons, consultants, and service-based businesses.
What I can help you with:
- Dubsado account setup and customization
- Honeybook CRM setup and pipeline organization
- Client onboarding automation
- Lead nurturing workflows
- Forms, contracts, invoices, and scheduler setup
- E-mail sequences and sales automation
- Integration of Dubsado with Zapier
- Integration of HubSpot with your favorite apps
- Workflow automation
- Business process optimization
Tools I work with:
- Dubsado
- HoneyBook
- 17hats
- Clay
- Hubspot
- Zapier
- Acuity Scheduling
I'm here to help you simplify your operations, automate repetitive tasks, and grow your business efficiently.
Message me now, so we can discuss your project requirements.
Software:
Honeybook
My Portfolio
FAQ
Do you set up complete CRM workflows?
Yes, I can set up complete CRM workflows including client onboarding, lead management, email automation, forms, contracts, invoices, scheduling, and follow-up sequences using tools like Dubsado, HubSpot, and HoneyBook and others
What platforms do you work with?
I work with Dubsado, HubSpot, HoneyBook, 17hats, Acuity Scheduling, Clay, and Zapier.
Can you automate my existing business process?
Yes. I can review your current workflow and help automate repetitive tasks to improve efficiency, reduce manual work, and create a smoother client experience.
Can you integrate my CRM with other apps?
Yes, I can connect your CRM with tools like Google Sheets, G-mail, calendars, forms, pa-yment systems, and other apps using Zapier.
Reviews
7 reviews for this Gig
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Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
Sort By
Most relevant
Y yazz67
United States
Sophia was exceptionally well versed in the Honeybook CRM setup that I asked her to do. She did everything on time and was very responsive, very polite, and finished everything on time. I would hire her again if I have any other needs.
$100-$200
Price
13 days
Duration
Helpful?J jones837
United States
I have worked with Sophia on my Notion setup before and came back for more databases and integration. She's professional and quick in delivery. Would work with her again
Up to $50
Price
4 days
Duration
Helpful?D dave_smith40
United States
Sophia did an excellent job setting up my system in ClickUp. She organized everything using clear spaces, customized views, and dashboards that make it easy to track progress and stay organized. My workflow used to be messy and confusing, but now everything is structured, assigned properly, and simple to manage. Highly recommend!
Up to $50
Price
3 days
Duration
Helpful?J jones837
United States
Good job! She created notion databases that fit perfectly. I can now track my business and personal life without scattered workflow. She really knows how to get the best with notion while keeping it simple and structured.
Up to $50
Price
3 days
Duration
Helpful?M macdon21
Canada
First time working with Sophia and she really delivered more than my expectations. She read my project workflow, setup clickup workspace that work perfectly for my team and my automations run smoothly. I would work with her for ongoing maintenance.
Up to $50
Price
5 days
Duration
Helpful?
Reviews
7 reviews for this Gig
| (7) | ||
| (0) | ||
| (0) | ||
| (0) | ||
| (0) |
Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
Sort By
Most relevant
Y yazz67
United States
Sophia was exceptionally well versed in the Honeybook CRM setup that I asked her to do. She did everything on time and was very responsive, very polite, and finished everything on time. I would hire her again if I have any other needs.
$100-$200
Price
13 days
Duration
Helpful?J jones837
United States
I have worked with Sophia on my Notion setup before and came back for more databases and integration. She's professional and quick in delivery. Would work with her again
Up to $50
Price
4 days
Duration
Helpful?D dave_smith40
United States
Sophia did an excellent job setting up my system in ClickUp. She organized everything using clear spaces, customized views, and dashboards that make it easy to track progress and stay organized. My workflow used to be messy and confusing, but now everything is structured, assigned properly, and simple to manage. Highly recommend!
Up to $50
Price
3 days
Duration
Helpful?J jones837
United States
Good job! She created notion databases that fit perfectly. I can now track my business and personal life without scattered workflow. She really knows how to get the best with notion while keeping it simple and structured.
Up to $50
Price
3 days
Duration
Helpful?M macdon21
Canada
First time working with Sophia and she really delivered more than my expectations. She read my project workflow, setup clickup workspace that work perfectly for my team and my automations run smoothly. I would work with her for ongoing maintenance.
Up to $50
Price
5 days
Duration
Helpful?
