Chariti

HoneyBook CRM & Business Automation Specialist

Aspen Trading Group • Freelance

Jun 2026 - Jun 2026 • 0 mos

I partnered with Daniel Thompson, owner of Aspen Trading Group, to organize, optimize, and automate his HoneyBook account in preparation for significant business growth. Vail Concierge is a luxury concierge company that provides high-end travel and lifestyle services, including accommodations, transportation, ski lessons, activities, babysitting services, and personalized concierge support for visitors to Vail, Colorado. Although HoneyBook had already been implemented within the business, many daily operations were still being managed manually through emails, WhatsApp conversations, spreadsheets, and personal tracking systems. This created inefficiencies, increased administrative workload, and limited visibility into client activity, bookings, revenue, and business performance. The primary goal of the project was to build a scalable and organized business management system that would centralize operations, automate repetitive processes, improve client management, and provide clear reporting as the company prepared for a busy winter season. HoneyBook CRM Configuration To support the newly designed customer journey, I configured and customized the HoneyBook account to align with the company's operational requirements. The CRM setup included: Lead pipelines Inquiry stages Project stages Contact organization Service categorization Client tracking systems Communication templates This provided a clear and structured process for managing inquiries, bookings, and ongoing client relationships. Proposal, Contract & Invoice Automation To reduce administrative workload and improve consistency, I created and optimized business templates within HoneyBook. This included: Luxury concierge proposal templates Contract templates Invoice templates Payment workflows Automated delivery processes These templates allowed Daniel to quickly send professional documents while maintaining a consistent client experience across all services.

Dubsado Workflow Automation Specialist

Podcast.co • Freelance

Jun 2026 - Jun 2026 • 0 mos

Emily Carter, founder of Podcast Growth Studio, hired me to optimize and automate her client onboarding and service delivery systems in Dubsado. While her forms, proposals, contracts, email templates, and onboarding materials were already created, she needed an expert to connect everything into a seamless workflow that would reduce manual work and improve the client experience. Challenges The primary challenge was building a fully automated system across four service offers: Six-Week Podcast Launch Experience Ongoing Management Waitlist Podcast Launch Strategy Session Podcast Manager Mentoring Session The most complex requirement involved configuring proposal add-ons so that client selections would automatically update contracts and invoices without manual intervention. Solutions Implemented I designed and configured end-to-end Dubsado workflows that automated the entire client journey from inquiry to onboarding. For the Six-Week Podcast Launch Experience, I set up: Lead capture and application workflows Discovery call scheduling Automated confirmation and reminder emails Proposal delivery and follow-up reminders Dynamic proposal add-on selections Contract and invoice automation Flexible payment plan options Welcome pack delivery Onboarding questionnaire automation Strategy session scheduling with minimum one-week lead time Automated appointment reminders For the remaining three offers, I created streamlined workflows that handled application forms, payments, questionnaires, scheduling, confirmations, and reminder sequences. Workflow Enhancements To improve efficiency and accuracy, I configured: Automated proposal-to-contract workflows Automated proposal-to-invoice synchronization Conditional workflow triggers Payment tracking and installment plans Scheduler restrictions and availability settings Lead management pipelines Client onboarding automations Email sequence organization and optimization

HubSpot CRM & Automation Specialist

Velocity Solutions • Freelance

Jun 2026 - Jun 2026 • 0 mos

Michael Anderson, Operations Director at Velocity Solutions, approached me to implement, customize, and optimize HubSpot CRM for the company's growing sales and marketing operations. The business needed a centralized CRM system capable of managing leads, automating sales processes, improving reporting accuracy, and integrating multiple business tools into a single workflow. The objective was to create a scalable HubSpot environment that would improve lead management, automate repetitive tasks, streamline customer onboarding, and provide better visibility into sales and marketing performance. Initial Assessment After reviewing the company's existing processes, I identified several inefficiencies related to lead tracking, data organization, reporting, and communication between sales and marketing teams. Important customer information was spread across multiple systems, making it difficult to maintain accurate records and measure performance effectively. The primary challenge was creating a unified CRM ecosystem that could automate routine processes while maintaining clean and accurate data across all connected platforms. HubSpot CRM Configuration I configured and customized HubSpot CRM to align with Velocity Solutions' business processes and operational goals. The setup included: Contact management configuration Company records organization Deal pipeline creation Ticket pipeline setup Custom property development User permissions and visibility settings This provided the team with a structured CRM system capable of supporting both sales and customer success activities.