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Fiverr Pro
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$
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I will setup catering crm tripleseat caterease caterzen foodstorm ghl quickbooks zapier
Transforming Business Operations Into Automated Growth
Hi, I’m Xceptionalist, a CRM Automation Specialist helping businesses optimize operations, automate workflows, optimize pipelines, and scale smarter using HubSpot CRM, Salesforce, Zoho, GoHighLevel, Z...
About this Gig
Welcome distinguished buyer,
9:47pm. A $6,000 wedding inquiry lands in your inbox while you're elbow-deep in tomorrow's prep. You reply at 8am they've already booked the caterer who answered in 5 minutes.
That's not a marketing problem. It's a systems problem costing caterers real bookings every month.
I connect your catering CRM Tripleseat, Caterease, CaterZen, or FoodStorm directly to GoHighLevel, QuickBooks, and Zapier, so leads get answered, quoted, and invoiced before you even see the notification.
Auto-reply the second an inquiry lands, no lead goes cold
Quote-to-invoice in one flow, no manual math at midnight
Deposits and e-signatures collected automatically, no chasing clients
One synced calendar across every platform, no double-booked Saturdays
A client portal so no one calls asking "did you get my message?"
How it works: send access, I map your pipeline and automations, then build, test, and deliver with a walkthrough video.
I specialize only in catering and event CRM systems, not generic setups, so nothing gets rebuilt from scratch or guessed at.
Message me your current setup. I'll tell you exactly where you're leaking leads before you spend a single cent.
Gigs are not screened
Please note that there is no screening process for this service. We recommend that you message the freelancer and check all necessary details before placing your order. Read more about Financial services at Fiverr.
FAQ
I don't know if I need Tripleseat, Caterease, or CaterZen — can you help me decide?
Yes. Tell me your event volume and current process in the order requirements, and I'll recommend the right platform before we build anything — no upsell, just what fits your business.
Do I need to already have GoHighLevel and QuickBooks accounts?
No. If you don't have them yet, I'll walk you through setup as part of the build. If you already have accounts, I'll connect directly to what you're running.
What if my software isn't Tripleseat, Caterease, CaterZen, or FoodStorm?
Message me the platform name before ordering. I work across most major catering and event CRMs — if I can't support yours, I'll tell you upfront instead of taking your money.
How much access do you actually need to my accounts?
Just admin or collaborator access to the platforms being connected — never your bank login or payment processor credentials. I'll list the exact access needed in the order requirements.
What happens if something breaks after delivery, or I need a change?
You get a walkthrough video plus the revisions included in your package. Anything beyond that is available as ongoing support — a separate, clearly priced offer, not a surprise bill.
I'm not sure which package fits my business.
Basic if you just need the CRM live. Standard if leads are slipping through the cracks. Premium if you're running multiple tools that don't talk to each other. Message me your situation — I'll tell you honestly, even if it's the cheaper one.
Does the price include my GoHighLevel, QuickBooks, or Zapier subscription?
No — those are separate subscriptions you pay directly to each provider. My price covers the setup and automation build, not the monthly software cost. I'll tell you exactly which plan tier you need before you subscribe to anything.
I already have clients and events sitting in a spreadsheet — will that get lost?
No. Send me your existing data and I'll migrate it into the new CRM as part of the build, so your event history and client records carry over instead of starting from zero.
Will my staff need training to actually use this?
The walkthrough video covers the core workflow for whoever runs your bookings day to day. If your team needs a live training call instead, that's available as an add-on — just ask before ordering.
Can I manage everything myself afterward, or do I need you for every small change?
You own the system and can edit pipelines, templates, and automations yourself once it's built. I'll show you exactly how in the walkthrough. You only need me again for something bigger than a tweak.
