Precious julia

Dubsado CRM & Client Workflow Specialist

Mindful Music Therapies • Freelance

Jun 2026 - Jun 2026 • 0 mos

Worked with Mindful Path Therapy to streamline client onboarding, appointment scheduling, and administrative workflows using Dubsado CRM. Responsibilities included: • Setting up Dubsado CRM from scratch • Creating lead capture forms and client intake questionnaires • Building automated client onboarding workflows • Configuring appointment scheduling and session booking systems • Creating proposals, contracts, and invoice templates • Setting up automated reminders and follow up sequences • Organizing client records and project pipelines • Improving client communication through automated email workflows Achievements: • Reduced manual administrative workload through workflow automation • Improved client onboarding efficiency and response times • Created a seamless booking and intake experience for new therapy clients • Developed automated systems for contracts, payments, reminders, and client communication • Implemented a professional client management process that supported business growth and improved client satisfaction

HoneyBook CRM & Business Automation Specialist

Business Intelligence Market • Freelance

Jun 2026 - Jun 2026 • 0 mos

Configured and customized a complete HoneyBook CRM system for Teepee Corner, a children's sleepover and event rental business in Australia. Responsibilities included: • Setting up business services, packages, and pricing structures • Creating branded inquiry forms and booking workflows • Building automated client onboarding and follow up sequences • Configuring invoice templates and payment collection processes • Creating digital contracts and consent forms using HoneyBook Smart Files • Designing project pipelines to manage bookings from inquiry through completion • Setting up workflow automations, reminders, and customer communication templates • Organizing the client journey to improve efficiency and customer experience Achievements: • Delivered a fully functional HoneyBook system tailored to the client's business operations • Reduced manual administrative work through automation • Improved booking management and client communication processes • Created a professional and scalable workflow for future business growth

HoneyBook CRM & Business Operations Automation Specialist

Lucent Auto Work • Freelance

May 2026 - May 2026 • 0 mos

Partnered with Luxe Lens Photography Studio to build and optimize a complete HoneyBook client management system, helping streamline bookings, automate communication, and improve the overall client experience. Key responsibilities included: • Setting up and customizing HoneyBook CRM • Creating photography service packages and pricing structures • Building lead capture and inquiry forms • Designing automated client onboarding workflows • Configuring contracts, questionnaires, and booking proposals • Setting up invoices, payment schedules, and payment reminders • Creating automated email templates and follow up sequences • Organizing project pipelines for portrait, wedding, and event photography sessions • Implementing scheduling tools and appointment booking systems Achievements: • Reduced manual administrative work through workflow automation • Improved inquiry response and booking management processes • Created a seamless client journey from inquiry to session completion • Increased efficiency in contract signing, invoicing, and payment collection • Built a scalable HoneyBook system to support business growth and client retention