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English
$
USD
I will setup dubsado honeybook 17hats acuity clay com zapier workflow automation
4.8
4.8
Nigeria
I speak English, French, German, Italian, Spanish, Portuguese, Arabic, Bengali, Czech, Greek, Indonesian, Dutch, Scottish Gaelic, Latin, Russian, Somali, Malayalam, Turkish, Ukrainian, Vietnamese, Esperanto
19 orders completed
Productivity Pro!
Hi, I’m Rose Olivia — a CRM and Project Management expert who turns messy workflows into smooth, automated systems. I specialize in GoHighLevel, Honeybook, Dubsado, 17hats Clickup, Monday.com, and bui...
Level 1
Has met certain performance criteria and shows strong potential in the marketplace.
Highly Responsive
Known for exceptionally quick replies
What people loved about this freelancer
ayleenpl
United States
Rose put real time and effort into helping with my CRM project. She worked on workflow cleanup, outreach campaign structure, smart lists, and testing, and she...
nelson_martiin
Nigeria
With her help, i was able to get my contact and flows running. The automation works smoothly and has significantly improved my photography business onboarding and follow-up process. Highly recommend.
den_nis5
United States
Excellent HoneyBook setup service! Everything was organized professionally, communication was smooth, and delivery was on time. The workflows, invoices, and scheduler work perfectly. Highly recommended!
nelson_martiin
Nigeria
My Dubsado setup was completed exactly as requested. Contact forms, proposals, contracts, and workflows were all configured perfectly. Communication was excellent...
About this Gig
Are you spending hours on repetitive tasks chasing invoices, sending proposals, scheduling calls, or manually moving data between apps?
I'll build smart, automated workflows that run your business on autopilot so you can focus on what actually matters.
What you'll never do manually again
- Inquiry - proposal - contract - invoice - onboarding
- Personalised email sequences, reminders & follow-ups
- Client intake forms, questionnaires & branded portals
- Appointment booking, calendar sync & scheduling flows
- Lead capture, pipeline tracking & contact tagging
- And more
What's included in your setup:
- End-to-end CRM automation tailored to your workflow
- Proposal, contract & invoice systems that close deals faster
- Smooth client onboarding that wows from day one
- Smart email sequences triggered at every key touchpoint
- CRM cleanup, tagging, organisation & database structure
- Zapier & third-party integrations that connect all your tools
- And more
I take time to understand your unique business processes before building anything.
Before placing your order, feel free to message me with your current setup and goals. I'll confirm the right package for your needs and make sure we're a great fit.
Software:
Honeybook
My Portfolio
FAQ
Which platforms do you work with?
I work with Dubsado, HoneyBook, 17Hats, Acuity Scheduling, Clay.com, and Zapier. If you're using a different tool, feel free to message me first and I'll let you know if I can help.
Do you migrate data from my old CRM or tool?
Yes, i do.
What if I don't have a workflow mapped out yet?
No problem. Part of my process is helping you map and plan your workflow before building it. Just share what your business does and I'll handle the strategy.
Reviews
15 reviews for this Gig
| (13) | ||
| (1) | ||
| (0) | ||
| (1) | ||
| (0) |
Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
Sort By
Most relevant
A ayleenpl
United States
Rose put real time and effort into helping with my CRM project. She worked on workflow cleanup, outreach campaign structure, smart lists, and testing, and she continued assisting beyond the original order timeline. I appreciate her professionalism, commitment and the work she put into helping move the project forward. I would work with her again.
$100-$200
Price
4 weeks
Duration
Helpful?F 
frugalnpicky
United States
The work was completed, but despite giving very clear instructions, this person did not take time to read the instructions. He paid no attention to details in the work. The work was sloppy. I even had to go in after he was finished and structure each email that he created to make it look aesthetically...
$50-$100
Price
8 days
Duration
Helpful?N 
nelson_martiin
Repeat Client
Nigeria
With her help, i was able to get my contact and flows running. The automation works smoothly and has significantly improved my photography business onboarding and follow-up process. Highly recommend.
Up to $50
Price
4 days
Duration
Helpful?D den_nis5
United States
Excellent HoneyBook setup service! Everything was organized professionally, communication was smooth, and delivery was on time. The workflows, invoices, and scheduler work perfectly. Highly recommended!
Up to $50
Price
4 days
Duration
Helpful?N nelson_martiin
Repeat Client
Nigeria
My Dubsado setup was completed exactly as requested. Contact forms, proposals, contracts, and workflows were all configured perfectly. Communication was excellent throughout the project, and regular updates kept me informed every step of the way. I would gladly work together again!
Up to $50
Price
6 days
Duration
Helpful?
Reviews
15 reviews for this Gig
| (13) | ||
| (1) | ||
| (0) | ||
| (1) | ||
| (0) |
Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
Sort By
Most relevant
A ayleenpl
United States
Rose put real time and effort into helping with my CRM project. She worked on workflow cleanup, outreach campaign structure, smart lists, and testing, and she continued assisting beyond the original order timeline. I appreciate her professionalism, commitment and the work she put into helping move the project forward. I would work with her again.
$100-$200
Price
4 weeks
Duration
Helpful?F frugalnpicky
United States
The work was completed, but despite giving very clear instructions, this person did not take time to read the instructions. He paid no attention to details in the work. The work was sloppy. I even had to go in after he was finished and structure each email that he created to make it look aesthetically...
$50-$100
Price
8 days
Duration
Helpful?N nelson_martiin
Repeat Client
Nigeria
With her help, i was able to get my contact and flows running. The automation works smoothly and has significantly improved my photography business onboarding and follow-up process. Highly recommend.
Up to $50
Price
4 days
Duration
Helpful?D den_nis5
United States
Excellent HoneyBook setup service! Everything was organized professionally, communication was smooth, and delivery was on time. The workflows, invoices, and scheduler work perfectly. Highly recommended!
Up to $50
Price
4 days
Duration
Helpful?N nelson_martiin
Repeat Client
Nigeria
My Dubsado setup was completed exactly as requested. Contact forms, proposals, contracts, and workflows were all configured perfectly. Communication was excellent throughout the project, and regular updates kept me informed every step of the way. I would gladly work together again!
Up to $50
Price
6 days
Duration
Helpful?
