I will setup intake forms, booking, spreadsheet and email workflows

United States

I speak English

Business Operations Specialist

With 7+ years administration, I am a Business Operations Pro dedicated to turning organizational chaos into streamlined success. I specialize in building efficient digital frameworks and intuitive wor...
About this Gig
  • Custom Intake Form Setup: Built on Jotform, Typeform, Google Forms, or Tally.
  • Instant Dual-Email Notifications: Sends a personalized confirmation email to the lead (with your booking link) and an instant alert to you/your team.
  • Spreadsheet Reporting: Automatically logs all entry data into Google Sheets, Exel or Airtable in real time as an organized report database.
  • Calendly/Cal Integration: Embeds or emails your Calendly link immediately upon form completion.
  • Calendar/Cal Sync: Automatically adds newly scheduled appointments to Google Calendar or Outlook Calendar.
  • Reliable No-Code Automation: Powered by Zapier or Make (Integromat).
  • Lead Qualification: Receive an email for each lead with a trigger from clicking "Accept or Decline" that sends booking confirmation when accepting and an automatic rejection email when declining.

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