Brooke O.

CRM Setup & Ops Strategist | HoneyBook, Dubsado, Aisle Planner

Most CRMs end up half-built, half-used, and fully ignored. I build the kind that don't. I'm Brooke — a CRM and operations strategist helping founders, agencies, and small teams move from scattered tools and reactive workflows to one streamlined system that runs the back end of their business. Not a template dump. Not a half-finished automation. A real system, designed around how you actually work. Most clients come to me after one of three things: → They've tried to DIY a CRM and hit a wall → They've hired someone who left them with a half-built mess → They've outgrown the duct-taped systems they started with What I do differently: I think strategically before I build. Every engagement starts with a system audit and tech stack review — because the wrong platform sets you back six months, and the right one sets you up for years. Before we build anything, I make sure you're in the right place from day one. ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ WHERE I SPECIALIZE CRM Setup & Optimization HoneyBook · Dubsado · Aisle Planner → Full account setup, branded client-facing materials, lead forms, scheduler integration, proposal/contract/payment automation, email templates, and workflow mapping. These are my home base — the platforms I know inside and out, the work I do best, and the projects I get most excited about. ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ WHERE THINGS EXPAND A CRM is rarely the whole story. Most projects grow into broader operations work as we uncover what's actually breaking behind the scenes: Project Management Systems Asana (preferred) · Monday · ClickUp → Workspace architecture, SOPs, recurring task workflows, team onboarding, and integration with your CRM. Automation & Integration Zapier · Flodesk · Google Workspace → Connecting the tools you already use so your back end runs without you babysitting it. Scheduling & Admin Infrastructure Acuity · Calendly · Google Workspace (Gmail, Drive, Calendar) → The everyday tools that connect your CRM to your calendar, inbox, and file system — configured to work as one. Operations Strategy & Process Design → Client journey mapping, workflow audits, and the strategic thinking that makes the build actually work. Often the best work happens when we go deeper than the original scope. If your project starts as a CRM setup and grows from there, that's normal — and welcomed. ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ WHO I WORK BEST WITH Agencies and small teams are my favorite challenge — when multiple people need to use the same system, that's where strategic system design really pays off. I also work with established solo founders who are scaling toward a team and need infrastructure that can grow with them. Industries I know well: → Wedding & event professionals — venues, planners, photographers, florists, makeup artists, and event designers → Coaches & consultants → Creative service providers — social media manager, brand designers, web designers, copywriters, videographers, interior photographers → Online service businesses → Accountants, educators, and agency owners If you've been running your business out of a mix of inboxes, spreadsheets, and "I'll fix it later" — let's fix it now. ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ WHAT YOU CAN EXPECT → A system audit and tech stack review before we build anything — so you're in the right place from day one → Real check-ins and full transparency on where we are in your project and what I need from you → A shared portal that keeps everything in one place — perfect for teams who need quick access to project status, deliverables, and resources → Magic-link access straight from your inbox (no passwords, no friction) → A system designed around your workflow, not someone else's → Team training and documentation included — so your team knows how to use what I build, and you're not the one stuck training them later → Ongoing support so you don't get stuck three weeks in ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ A FEW THINGS TO KNOW BEFORE YOU REACH OUT → I typically work hourly with manual time tracking → I require a 6-month scheduled rate increase clause If your CRM is a mess — or your whole back end needs an overhaul — send me a message. Let's talk about what real systems could look like for you.