
Rose olivia
Level 1
Productivity Pro!
Kompetenzen

Meine Dienstleistungen


Portfolio
Arbeitserfahrung
Dubsado CRM & Automation Coordinator
Luxe Aquatics
Mar 2026 - Mar 2026 • 0 mos
Managed the setup and optimization of the company’s Dubsado account for a social media marketing agency handling multiple clients monthly. Built customized workflows for lead onboarding, discovery calls, proposal delivery, contracts, invoicing, and recurring client management. Created automated email sequences, canned responses, and scheduler workflows to reduce manual communication and improve response times. Also organized project pipelines and client portals so the team could track active projects, approvals, content deadlines, and payments in one streamlined system
HoneyBook CRM & Client Workflow Manager
Everlizer
Feb 2026 - Feb 2026 • 0 mos
Worked directly with the owner of a growing wedding videography company to rebuild and organize their HoneyBook workspace from scratch. Created custom lead pipelines for inquiries, consultations, bookings, filming, editing, and delivery stages. Built automated workflows that sent brochures, contracts, invoices, payment reminders, and follow-up emails based on client activity.
13 Bewertungen
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ayleenpl

Vereinigte Staaten
Rose put real time and effort into helping with my CRM project. She worked on workflow cleanup, outreach campaign structure, smart lists, and testing, and she continued assisting beyond the original order timeline. I appreciate her professionalism, commitment and the work she put into helping move the project forward. I would work with her again.

den_nis5

Vereinigte Staaten
Excellent HoneyBook setup service! Everything was organized professionally, communication was smooth, and delivery was on time. The workflows, invoices, and scheduler work perfectly. Highly recommended!


nelson_martiin

Nigeria
Outstanding experience! My Dubsado setup is coming along well. Contracts and questionnaires were all configured perfectly.

davidju5011

Großbritannien
She delivered a great Pipedrive setup. She built structured pipelines, added custom fields, cleaned and imported contacts, removed duplicates, and integrated Mailchimp. The automation linking the stage to my Mailchimp audience worked perfectly. Clear updates and very professional work. Would definitely use her services some other time.
jones837
Wiederkehrender Kunde

Vereinigte Staaten
My second time working with her and she helped me amazing well to setting up my second business. She built a powerful coaching pipeline in Pipedrive with webinar tracking, automated reminders, replay sequences, and enrollment workflows. She added smart filters and reporting dashboards to track conversions...
