n
nexoviawise

Joelle Gabriel

@nexoviawise

Workflow Nexus

Vereinigte Staaten
Englisch
Einige Informationen werden in englischer Sprache angezeigt.
Über mich
Mindbody CRM Expert | Migration & Virtual Assistant Need help with Mindbody setup, migration, automation, or daily CRM management? I provide reliable support for businesses looking to streamline operations and improve workflow efficiency. With expertise in Mindbody, CRM systems, data migration, workflow automation, and virtual assistance, I can help you organize processes, manage customer data, and keep your business running smoothly. Mindbody Setup & Optimization Data Migration & CRM Management Workflow Automation Administrative & Virtual Assistant Support... Mehr lesen

Kompetenzen

n
nexoviawise
Joelle Gabriel
offline • 
Durchschnittliche Antwortzeit: 2 Stunden

Meine Dienstleistungen

CRM-Management
I will transfer your yoga or pilates business to mindbody without data loss
Ab50 $ / ProjektWeitere Details
Projektmanagement-Software
I will be your mindbody expert for system migration and staff training
Ab75 $ / ProjektWeitere Details

Portfolio

Arbeitserfahrung

SB_Projects

Clio Automation & Legal Operations Specialist

SB Projects • Freiberufler

Aug 2023 - Sep 2024 • 1 yr 1 mo

Responsibilities & Achievements: • Configured and optimized Clio Manage and Clio Grow environments for efficient law firm operations. • Designed and automated client intake workflows to improve lead management and onboarding processes. • Integrated CRM, scheduling, and automation platforms to streamline daily operations. • Reduced manual administrative tasks through workflow automation and process optimization. • Developed customized solutions for document management, task tracking, and client communication. • Improved operational efficiency by implementing scalable systems and standardized workflows. • Assisted legal professionals with technology adoption, system setup, and workflow improvements.