Evelyn

Dubsado CRM Specialist | Workflow Automation & Client Management Expert

Voyage In Solitude • Freelance

Sep 2026 - Sep 2026 • 0 mos

Marcus Ellery's wedding photography business had grown to the point where his manual system of tracking inquiries, contracts, and invoices through email and spreadsheets could no longer keep up, and he urgently needed a centralized system before missed follow ups started costing him bookings. I built a complete Dubsado account for his business from the ground up. I set up lead capture forms connected to his website, created booking pipelines mapping every stage of his client journey, and built automated workflows covering onboarding through offboarding so welcome emails and reminders happened automatically. I designed custom proposal, contract, and invoice templates matching his brand and configured automated email sequences for follow ups and payment reminders. I also organized his existing client data within Dubsado for a cleaner workspace. The result was a clearer view of where each client stood in the booking process, replacing scattered spreadsheets with one organized system and more consistent bookings. Keywords: Dubsado CRM, workflow automation, client management, booking pipelines, proposal and contract templates, invoice automation, lead capture forms

Executive Virtual Assistant | Calendar & Email Management Specialist

Rana Boulos • Freelance

Sep 2026 - Sep 2026 • 0 mos

Renata Voss, an operations manager at a nonprofit organization, was coordinating multiple departments while constant emails, calendar requests, and admin tasks pulled her attention away from strategic leadership, and she urgently needed a system to take those tasks off her plate before deadlines slipped. I stepped in as her Executive Virtual Assistant, managing her email inbox daily and flagging anything needing her personal attention. I took over her calendar, scheduling meetings across departments and resolving conflicts early. I handled data entry and recordkeeping for program updates, organized shared files across Google Workspace, and built simple SOPs so admin tasks ran consistently without her oversight. I also used Trello to build a task tracking system for her team, giving everyone visibility into deadlines without needing constant check ins. The result was a lighter admin workload each week, a calendar that stayed organized on its own, and more consistent time for her to focus on leading her team. Keywords: executive virtual assistant, calendar management, email management, data entry, administrative support, workflow organization, Google Workspace, Trello, task management