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phillip_slus

philliP

@phillip_slus

HoneyBook CRM and Client Automation Specialist

United States
English
About me
I help businesses streamline their client management with professional CRM setup, workflow automation, and client onboarding systems. I specialize in HoneyBook, helping service-based businesses organize leads, clients, forms, contracts, proposals, invoices, scheduling, and automated follow-ups. My goal is to create simple, organized, and efficient systems that reduce repetitive work and improve the client experience. I focus on understanding each business workflow and building solutions that fit its specific needs. ... Read more

Skills

p
phillip_slus
philliP
Offline • 
Average response time: 182 hours

See my services

CRM Management
I will set up dubsado CRM, workflows, forms, and client onboarding
From$35 / projectMore details
CRM Management
I will set up honeybook CRM, workflows, automation and client onboarding
From$35 / projectMore details

Work experience

Airtable

CRM & Workflow Automation Specialist

Airtable • Freelance

Jul 2024 - Present • 2 yrs 3 mos

I provide CRM setup, workflow automation, and client onboarding solutions for service-based businesses. I help organize leads, clients, forms, proposals, contracts, invoices, scheduling, and follow-up processes. I also create automated workflows designed to reduce repetitive administrative tasks and create a smooth, professional client experience from initial inquiry through project completion.