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lisa_roxary

Lisa R

@lisa_roxary

CRM Expert Building Business Growth and Scaling Faster

United States
English, German, Spanish, French, Portuguese
About me
I help businesses turn manual chaos into systems that just run. From CRM setup to end-to-end automation, I build workflows that save hours and close gaps in your pipeline. Tools I work across: n8n, Make, Zapier, HubSpot, Salesforce, Pipedrive, Airtable, Monday, ActiveCampaign, Klaviyo, Mailchimp, Pipedream, Notion, ClickUp, GoHighLevel, Zoho, Freshsales, Close, Dubsado, and Honeybook. If it needs connecting, I connect it — cleanly, reliably, built to last. ⭐⭐⭐⭐⭐... Read more

Skills

l
lisa_roxary
Lisa R
Offline • 
Average response time: 1 hour

See my services

CRM Management
I will set hubspot crm zapier gohighlevel zoho crm honeybook follow up boss monday crm
From$15 / projectMore details
CRM Management
I will do honeybook workflow honeybook setup honeybook automation honeybook crm
From$10 / projectMore details

Work experience

Freelancer.com

Dubsado & Honeybook Workflow Setup

Freelancer.com • Self-employed

Jan 2026 - Mar 2026 • 2 mos

A wedding photographer came to me overwhelmed, juggling leads across email threads and spreadsheets with no consistent follow up process. I built her a full Dubsado automation that triggered the moment a lead form was submitted. It sent a personalized welcome email, scheduled a discovery call link, generated the proposal and contract automatically, and followed up with reminders if the client hadn't signed within 48 hours. Once signed, invoicing and payment reminders ran on their own too. For a florist client using Honeybook, I connected her intake forms directly into automated client questionnaires based on event type, so she stopped manually copying details into every proposal. I also set up automated payment reminders and post booking email sequences to keep clients informed without her lifting a finger. Both systems cut manual admin work by several hours a week and gave each business a smoother, more professional client experience from the first inquiry through final payment. It let my clients focus on their craft instead of chasing paperwork. Keywords: Make, Zapier, n8n, Pipedream, GoHighLevel, HubSpot, Dubsado, Honeybook, Pipedrive, Salesforce, Zoho, ActiveCampaign, Airtable, Monday, ClickUp, Notion, Klaviyo, Mailchimp, Freshsales, Close, Copper, Bitrix24, Keap, Ontraport, Systeme.io, ConvertKit, Podio, Insightly, Nutshell, Streak, Wrike, Asana, Trello, SmartSuite, Coda, Integromat, Workato, Tray.io, IFTTT, Automate.io, Bubble, Glide, Softr, Webflow, Typeform, Jotform, Calendly, Acuity Scheduling, Chargebee, Stripe, QuickBooks, Xero, Slack, Discord, Twilio, Google Sheets, Retool, Bardeen, Zoho Flow, Kartra, ClickFunnels, Leadpages, Unbounce, Instapage, Kajabi, Teachable, Thinkific, Podia, Shopify, WooCommerce, BigCommerce, Gumroad, PayPal, Square, Wave, FreshBooks, Zoho Books, Zoho Invoice, Zoho CRM, SugarCRM, Agile CRM, Capsule CRM, Vtiger, Apptivo, Less Annoying CRM, EngageBay, Zoho Sign, DocuSign, PandaDoc, HelloSign, Proposify, Bonsai, 17hats