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I will setup honeybook, dubsado, flowlu, 17hats bonsai automation and workflows
CRM SPECIALIST
Hi, I'm Dora a CRM Automation Specialist dedicated to helping businesses streamline operations, automate workflows, and improve productivity. I specialize in HoneyBook, Dubsado, 17hats, Flowlu, Bonsai...
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.
Reviews
1 reviews for this Gig
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Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
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S samuelhenryi
United Kingdom
Ongoing collaborationI had an Amazing experience without Dora, The HoneyBook setup was done exactly as I needed. My entire client workflow from inquiry to final payment is now organized and automated. The communication was great, everything was delivered on time, and the setup looks professional.I Highly recommend Dora
$50
Price
5 days
Duration
Helpful?
Reviews
1 reviews for this Gig
| (1) | ||
| (0) | ||
| (0) | ||
| (0) | ||
| (0) |
Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
Sort By
Most relevant
S samuelhenryi
United Kingdom
Ongoing collaborationI had an Amazing experience without Dora, The HoneyBook setup was done exactly as I needed. My entire client workflow from inquiry to final payment is now organized and automated. The communication was great, everything was delivered on time, and the setup looks professional.I Highly recommend Dora
$50
Price
5 days
Duration
Helpful?
