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Fiverr Pro
English
$
USD
I will setup honeybook CRM hubspot workflow automation client onboarding
Tommy P
About this gig
A new lead fills out your form, but the inquiry lands in the wrong place, no follow-up goes out, and onboarding still depends on manual messages. That can lead to missed opportunities, slow response times, inconsistent client experiences, and hours of avoidable admin.
I set up and organize HoneyBook or HubSpot so your CRM supports the full client journey from lead capture and qualification to follow-up, booking, onboarding, and handoff.
What I Offer
- HoneyBook or HubSpot CRM setup
- Custom lead/client pipeline stages
- Workflow and follow-up automation
- Client onboarding sequences
- Lead/contact forms and routing
- Email template setup
- Scheduler/meeting setup
- Integration, testing, and troubleshooting
My approach is to match the system to your actual process instead of forcing your business into a generic template. The focus is clear structure, practical automation, and a CRM your team can understand and use.
Message me with your current setup, platform, and the workflow you want to improve.
Get to know Tommy P
Tommy P
Expert that focus on turing ideas to productive outcome
- FromNigeria
- Member sinceJun 2026
- Avg. response time1 hour
Languages
English, French, Spanish, Italian, German
I’m Tommy from Lagos, Nigeria. A website builder designer, eCommerce, and CRM automation expert, with 5 years+ of experience with over 60+ completed projects. I discovered Fiverr as an opportunity to connect with amazing clients worldwide and deliver quality digital solutions. I specialize in Squarespace website design and redesign, Etsy shop setup, Etsy digital products, Etsy SEO listing optimization, and HoneyBook CRM, HubSpot workflow automation for smooth client onboarding.
Share your goals with me, and I’ll handle the setup professionally. Send a message today!
My Portfolio
FAQ
Can you set up my HoneyBook or HubSpot account from scratch?
Yes. I will organize a new account, create the required pipeline structure, forms, workflow automations, emails, scheduling, and onboarding process according to your package.
Can you work with my existing CRM instead of rebuilding everything?
Yes. I will review your existing HoneyBook or HubSpot setup, identify workflow problems, improve the structure, repair automations, and optimize the current client journey.
Can you fix automations that are not working correctly?
Yes. I will troubleshoot triggers, actions, delays, conditions, pipeline movement, follow-up emails, forms, and other workflow issues within the agreed project scope.
Do you integrate HoneyBook or HubSpot with other tools?
Yes. I can configure supported native integrations and selected Zapier or Make connections when required. Please message me first if your project involves several applications or a complex integration.
Can you automate my complete client onboarding process?
Yes. Depending on your package and software capabilities, the workflow can include inquiry capture, qualification, follow-up, scheduling, pipeline movement, welcome emails, forms, internal notifications, and onboarding steps.
Do I need a paid HoneyBook, HubSpot, Zapier, or Make plan?
Possibly. Some automation and integration features depend on your current subscription. I will work with the features available in your account, and I will identify any required plan limitation before implementing unavailable functionality.
Will you test everything before delivery?
Yes. Included workflows are tested for their intended triggers, actions, routing, emails, forms, and pipeline movement wherever testing access is available.
What if my CRM project is larger than the listed packages?
Message me with your current setup, required workflows, integrations, and goals. I can recommend the most suitable package or define a custom scope for a larger implementation.
