Olumide O.

Your CRM should do more than store client information—it should automate your client journey, streamline your business processes, and create a seamless experience from inquiry to project completion. I help service-based businesses set up, customize, automate, and optimize 17hats, HoneyBook and Dubsado CRM systems that save time, eliminate repetitive tasks, and improve the client experience. Whether you're starting from scratch or improving an existing CRM, I build organized, easy-to-manage systems that grow with your business. Here's how I can help: ✔ HoneyBook Setup & Customization ✔ Dubsado Setup & Customization ✔ 17hats Setup & Customization ✔ CRM Setup & Optimization ✔ Workflow Automation ✔ Client Onboarding Workflows ✔ Inquiry-to-Booking Workflows ✔ Inquiry-to-Project Completion Workflows ✔ Lead & Pipeline Management ✔ Client Journey Design ✔ Proposals, Contracts & Invoices ✔ Forms & Questionnaires ✔ Email Templates & Email Automation ✔ Scheduler Setup ✔ Client Portal Customization ✔ Payment Schedule Setup ✔ CRM Maintenance & Troubleshooting ✔ Workflow Audits & Process Improvements ✔ Training, Documentation & Live Walkthroughs Integrations I can integrate your CRM with the tools you already use, including: • ClickUp • Asana • Gmail • Google Workspace • Google Calendar • Google Drive • Google Docs • Quickbooks • Squarespace • Calendly • Wix • Wordpress • Zapier Industries I Work With I work primarily with service-based businesses, including: • Photographers • Wedding Professionals • Coaches • Consultants • Branding & Creative Agencies • Designers • Real Estate Agencies • Event Professionals Additional Platforms Beyond HoneyBook and Dubsado, I also help businesses improve their operations using ClickUp and Asana for project management, and Circle and Mighty Networks for community management and client engagement. What You Can Expect ✔ Organized and scalable CRM systems ✔ Automated client onboarding and follow-up ✔ Professional client experience from inquiry to completion ✔ Clear communication throughout the project ✔ Thorough testing before delivery ✔ Training so you can confidently manage your system ✔ Ongoing support, troubleshooting, and workflow improvements as your business evolves My goal is simple: to build CRM systems that work behind the scenes so you can spend less time managing processes and more time serving your clients. If you're looking for a reliable 17hats or HoneyBook or Dubsado specialist to build, optimize, or maintain your CRM, I'd love to help.