
Rose olivia
Level 2
Productivity Pro!
Compétences

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Portfolio
Expérience professionnelle
Dubsado CRM & Automation Coordinator
Luxe Aquatics
Mar 2026 - Mar 2026 • 0 mos
Managed the setup and optimization of the company’s Dubsado account for a social media marketing agency handling multiple clients monthly. Built customized workflows for lead onboarding, discovery calls, proposal delivery, contracts, invoicing, and recurring client management. Created automated email sequences, canned responses, and scheduler workflows to reduce manual communication and improve response times. Also organized project pipelines and client portals so the team could track active projects, approvals, content deadlines, and payments in one streamlined system
HoneyBook CRM & Client Workflow Manager
Everlizer
Feb 2026 - Feb 2026 • 0 mos
Worked directly with the owner of a growing wedding videography company to rebuild and organize their HoneyBook workspace from scratch. Created custom lead pipelines for inquiries, consultations, bookings, filming, editing, and delivery stages. Built automated workflows that sent brochures, contracts, invoices, payment reminders, and follow-up emails based on client activity.
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nelson_martiin
Client récurrent

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!


frugalnpicky

États-Unis
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...
den_nis5

États-Unis
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!


megan_brand22

États-Unis
She created an amazing pattern and went beyond to ensure the instructions were beginner friendly. I also love the quality of the images of the finished product. I would work with her some other time.

solutionsbysf
Client récurrent

États-Unis
She went above and beyond to get my automations running per my very specific directions and was able to pivot when we saw problems in the process!

