
Maxwell D
Stop Manual Data Entry Automate Your Entire CRM Workflow Today
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Porfolio
Experiencia laboral
Medical Practice Owner (Dental Practice)
Upwork • Freelance
Apr 2026 - May 2026 • 1 mo
A dentist in Austin was losing patient appointments because booking confirmations got stuck in email. We built a DrChrono to Slack automation so every new appointment instantly notified the team. Added JotForm for intake forms that auto-populated the patient database. Result: Zero missed appointments. Team got back 8 hours weekly. Within 60 days, she had 40 new confirmed bookings. Ready to stop chasing patient data? Let's automate your practice.
Therapy Practice Owner (Practice Better + Zapier Integration)
Kwork • Freelance
Feb 2026 - Apr 2026 • 2 mos
A therapist was drowning in admin work. Client sign-ups on Practice Better, then she manually entered everything into her spreadsheet, sent invoices, and added them to her email list. We connected Practice Better to Google Sheets, triggered Brevo welcome sequences on signup, and built a Zapier workflow that auto-created client folders. Result: 15 hours saved monthly. Client onboarding time dropped from 2 days to 15 minutes. Running a service-based practice? Let's build the automation backbone you should have had from day one.
Real Estate Agency (GoHighLevel Client)
Freelancer.com • Freelance
Feb 2026 - Apr 2026 • 2 mos
A real estate team was juggling leads across 5 different platforms. Zero follow-up system. We built a GoHighLevel master CRM with Zapier automations pulling leads from their website, Flodesk opt-ins, and YouTube contacts. Added automated nurture sequences. Every lead got touched within 2 hours. Result: Close rate increased from 8% to 23%. Team handled 3x more leads with same staff. Managing multiple lead sources? Let's centralize everything into one automated machine.