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Explorer
Fiverr Pro
Français
$
USD
Lisa R
@lisa_roxary
CRM Expert Building Business Growth and Scaling Faster
États-Unis
Anglais, Allemand, Espagnol, Français, Portugais
À propos de moi
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. ⭐⭐⭐⭐⭐
Compétences
Lisa R
hors ligne •
Temps de réponse moyen de 1 heure
Voir mes services
Gestion de la relation client
I will set hubspot crm zapier gohighlevel zoho crm honeybook follow up boss monday crm
Gestion de la relation client
I will do honeybook workflow honeybook setup honeybook automation honeybook crm
Expérience professionnelle
Dubsado & Honeybook Workflow Setup
Freelancer.com • Indépendant
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
