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Lisa R
@lisa_roxary
CRM Expert Building Business Growth and Scaling Faster
Estados Unidos
Inglés, Alemán, Español, Francés, Portugués
Sobre mí
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. ⭐⭐⭐⭐⭐
Habilidades
Lisa R
desconectado •
Tiempo medio de respuesta: 1 hora
Revisa mis servicios
Gestión de CRM
I will set hubspot crm zapier gohighlevel zoho crm honeybook follow up boss monday crm
Gestión de CRM
I will do honeybook workflow honeybook setup honeybook automation honeybook crm
Experiencia laboral
Dubsado & Honeybook Workflow Setup
Freelancer.com • Trabajador autónomo
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
