n
nexoviawise

Joelle Gabriel

@nexoviawise

Workflow Nexus

États-Unis
Anglais
Certaines informations sont présentées en anglais.
À propos de moi
Mindbody CRM Expert | Migration & Virtual Assistant Need help with Mindbody setup, migration, automation, or daily CRM management? I provide reliable support for businesses looking to streamline operations and improve workflow efficiency. With expertise in Mindbody, CRM systems, data migration, workflow automation, and virtual assistance, I can help you organize processes, manage customer data, and keep your business running smoothly. Mindbody Setup & Optimization Data Migration & CRM Management Workflow Automation Administrative & Virtual Assistant Support... Plus d’infos

Compétences

n
nexoviawise
Joelle Gabriel
hors ligne • 
Temps de réponse moyen de 2 heures

Voir mes services

Gestion de la relation client
I will transfer your yoga or pilates business to mindbody without data loss
De50 $US / projetPlus de détails
Logiciel de gestion de projets
I will be your mindbody expert for system migration and staff training
De75 $US / projetPlus de détails

Portfolio

Expérience professionnelle

SB_Projects

Clio Automation & Legal Operations Specialist

SB Projects • Freelance

Aug 2023 - Sep 2024 • 1 yr 1 mo

Responsibilities & Achievements: • Configured and optimized Clio Manage and Clio Grow environments for efficient law firm operations. • Designed and automated client intake workflows to improve lead management and onboarding processes. • Integrated CRM, scheduling, and automation platforms to streamline daily operations. • Reduced manual administrative tasks through workflow automation and process optimization. • Developed customized solutions for document management, task tracking, and client communication. • Improved operational efficiency by implementing scalable systems and standardized workflows. • Assisted legal professionals with technology adoption, system setup, and workflow improvements.