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Fiverr Pro
English
$
USD
I will setup honeybook, dubsado, flowlu, 17hats bonsai automation and workflows
About this Gig
Need to stop chasing clients and start automating your business?
As an expert CRM Specialist, I specialize in transforming disorganized service businesses into efficient, automated machines using powerful platforms like Dubsado and HoneyBook. Stop wasting hours on manual tasks and let's build a client experience that converts and delights!
I will deliver a flawless, branded, and automated setup of your chosen CRM:
Full Branded Setup: Customizing your Client Portal, Brand Settings, Email Signatures, and Integrations (Zoom, Gmail, Quickbooks).
Lead Capture & Onboarding: Setting up and embedding beautiful Lead Capture Forms and welcome emails that engage clients instantly.
Legal & Finance: Creating reusable Contracts, Invoices, and Proposal templates (Dubsado Proposals or HoneyBook Smart Files).
The Power of Automation: Building powerful, "set it and forget it" workflows for proposals, payment reminders, testimonial requests, and more!
Scheduling Setup: Integrating Acuity or the native scheduler with your calendar and confirmation emails.
Ready to reclaim your time? Message me now for a custom quote on your complete Dubsado or HoneyBook automation
Software:
Honeybook
My Portfolio
FAQ
Can you set up a full account for me?
Yes I can set up your account fully and set up everything your business will need
Can we meet before ordering a gig?
Of course. I'm always happy to meet new business partners. You can book a meeting via google meet or zoom.
I have old client data. Can you handle the migration?
Migration is a custom service. And Yes I Can manage the migration perfectly, Please message me with the details (platform, volume) before ordering for a specialized quote.
