Evelyn J

HoneyBook Workflow Automation Consultant

Haiken • Freelance

Jul 2026 - Present • 1 mo

The business had grown to the point where managing leads, proposals, contracts, and client communication manually was slowing project delivery and creating inconsistent customer experiences. I was engaged to redesign their operational workflow using HoneyBook as the primary CRM while introducing scalable Workflow Automation that eliminated repetitive administrative work. As part of the engagement, I optimized the company's sales funnel, standardized pipeline stages, improved CRM organization, and documented repeatable operating procedures that enabled the team to manage more projects without increasing administrative overhead. HoneyBook | Dubsado | CRM | HoneyBook CRM | Automation | HubSpot | Pipedrive | 17hats | HoneyBook Automation | Workflow | HoneyBook Setup | GoHighLevel | HubSpot CRM | Zoho | Zoho CRM | Zapier | Project Management | CRM Automation | CRM Setup | CRM Integration | Close.io | Monday CRM | Lofty CRM | Jobber | Dubsado CRM | ClickUp | Workflow Automation | Client Onboarding | Pipedrive Automation | Acuity Scheduling | Zendesk | Zapier Integration | GHL Automation | Monday.com | Zoho One | Business Automation | Online Booking | Follow Up Boss | HoneyBook Workflow | FluentCRM | Zoho Expert | Zoho CRM Setup | Integration | GoHighLevel Expert | REI Reply | Fluent Forms | Clay Automation | Lead Capture Form | Kommo CRM | Administration | Sales Funnel | ClickFunnels | API Automation | Chatbot | SuiteDash | Freshsales | Email Automation | Zoho Books | Lofty | HoneyBook | Dubsado | CRM | HoneyBook CRM | Automation | HubSpot | Pipedrive | 17hats | HoneyBook Automation | Workflow | HoneyBook Setup | GoHighLevel | HubSpot CRM | Zoho | Zoho CRM | Zapier | Project Management | CRM Automation | CRM Setup | CRM Integration | Close.io | Monday CRM | Lofty CRM | Jobber | Dubsado CRM | ClickUp | Workflow Automation | Client Onboarding | Pipedrive Automation | Acuity Scheduling | Zendesk | Zapier Integration | GHL Automation | Monday.com | Zoho One

HoneyBook CRM and Automation Specialist

Green Our Planet • Freelance

May 2026 - Present • 3 mos

I was brought in to centralize the company's client operations by implementing a fully customized HoneyBook CRM that replaced disconnected spreadsheets and manual processes with an automated client management system. After analyzing the company's workflow, I built a complete HoneyBook Setup that managed every stage of the customer journey, from inquiry and lead qualification to proposal delivery, contract signing, invoicing, payment collection, project execution, and client offboarding. Every solution was designed around long-term scalability, clean CRM architecture, automation reliability, and an exceptional client experience. HoneyBook | Dubsado | CRM | HoneyBook CRM | Automation | HubSpot | Pipedrive | 17hats | HoneyBook Automation | Workflow | HoneyBook Setup | GoHighLevel | HubSpot CRM | Zoho | Zoho CRM | Zapier | Project Management | CRM Automation | CRM Setup | CRM Integration | Close.io | Monday CRM | Lofty CRM | Jobber | Dubsado CRM | ClickUp | Workflow Automation | Client Onboarding | Pipedrive Automation | Acuity Scheduling | Zendesk | Zapier Integration | GHL Automation | Monday.com | Zoho One | Business Automation | Online Booking | Follow Up Boss | HoneyBook Workflow | FluentCRM | Zoho Expert | Zoho CRM Setup | Integration | GoHighLevel Expert | REI Reply | Fluent Forms | Clay Automation | Lead Capture Form | Kommo CRM | Administration | Sales Funnel | ClickFunnels | API Automation | Chatbot | SuiteDash | Freshsales | Email Automation | Zoho Books | Lofty | HoneyBook | Dubsado | CRM | HoneyBook CRM | Automation | HubSpot | Pipedrive | 17hats | HoneyBook Automation | Workflow | HoneyBook Setup | GoHighLevel | HubSpot CRM | Zoho | Zoho CRM | Zapier | Project Management | CRM Automation | CRM Setup | CRM Integration | Close.io | Monday CRM | Lofty CRM | Jobber | Dubsado CRM | ClickUp | Workflow Automation | Client Onboarding | Pipedrive Automation | Acuity Scheduling | Zendesk | Zapier Integration | GHL Automation | Monday.com | Zoho One

Sales Operations Assistant

Sumify • Freelance

Mar 2026 - Present • 5 mos

Currently maintaining CRM data accuracy, tracking deal progress, and supporting sales teams with pipeline updates and reporting. I'm also assisting with lead qualification processes and created structured systems to improve sales follow-ups. Virtual Assistant | Data Entry | Personal Assistant | Administration | Assistant | Social Media Manager | Executive Assistant | Copy Paste | Web Research | Customer Service | Administrative | Admin | Appointment Setting | Data Mining | Social Media | Admin Assistant | Typing | Email Management | Cold Calling | Lead Generation | Medical Billing | Business Assistant | Asistente Virtual | Business Development | Business | Amazon VA | Canva | WordPress | Real Estate | Project Management | Amazon FBA | Amazon Store | Amazon Dropshipping | Online Arbitrage | Executive | Asistente | Email | Admin Support | Project Manager | Property Management | Airbnb Pricing | Airbnb SEO | Airbnb Listing | Management | General Assistant | Customer Support | Book Publishing | Amazon KDP | Ebook Design | Layout Design | Book Formatting | Website Assistant | WordPress Assistant | Planner | Internet Researcher | Business Planning | Administrative Tasks | Body Double | Time Management | ADHD Coach | Virtual Assistant | Data Entry | Personal Assistant | Administration | Assistant | Social Media Manager | Executive Assistant | Copy Paste | Web Research | Customer Service | Administrative | Admin | Appointment Setting | Data Mining | Social Media | Admin Assistant | Typing | Email Management | Cold Calling | Lead Generation | Medical Billing | Business Assistant | Asistente Virtual | Business Development | Business | Amazon VA | Canva | WordPress | Real Estate | Project Management | Amazon FBA | Amazon Store | Amazon Dropshipping | Online Arbitrage | Executive | Asistente | Email | Admin Support | Project Manager | Property Management | Airbnb Pricing | Airbnb SEO | Airbnb Listing | Management | General Assistant | Customer Support | Book Publishing