
Folake
Dubsado Specialist Full Setup Audit Migration Client Portal Design
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Dubsado CRM & Business Automation Specialist
Self Employed • Trabajador autónomo
Jun 2026 - Present • 1 mo
Over the past several years, I have helped service-based businesses streamline their operations by designing, implementing, and optimizing Dubsado CRM systems. My work includes complete CRM setup, workflow automation, branded client portals, lead capture forms, proposals, contracts, questionnaires, invoices, appointment schedulers, and email sequences. I also perform Dubsado CRM audits, troubleshoot broken workflows, migrate business data from HoneyBook, Google Sheets, and other CRM platforms, and customize automation systems to improve client onboarding and reduce manual administrative work. Every system is built around the client's business process to create a seamless and professional customer experience. Projects typically involve workflow mapping, automation testing, CRM cleanup, template customization, client portal branding, and ongoing optimization to improve efficiency and support business growth.