Susan O.

CRM & Client Workflow Automation Specialist

client management and CRM workflows • Freelance

Feb 2026 - Present • 3 mos

I help businesses build structured client management and CRM workflows using platforms like HoneyBook, Dubsado, and 17hats. My work includes creating automated pipelines for client onboarding, appointment booking, follow-ups, and payment tracking. By combining CRM tools with business automation and scheduling platforms, I help businesses improve organization, reduce manual admin tasks, and maintain consistent communication with clients. My systems help service providers manage leads, bookings, and customer relationships more efficiently. Skills: CRM Setup, Workflow Automation, Client Management, Business Automation Industry: Consulting / Service Businesses

Booking System & Scheduling Specialist

Freelance / Independent Consultant • Freelance

Nov 2025 - Present • 6 mos

I help service-based businesses implement efficient online booking and appointment scheduling systems that simplify operations and improve client experience. I specialize in platforms such as SimplyBook.me, Acuity Scheduling, Calendly, Vagaro, Setmore, and TidyCal, creating structured booking workflows, calendar integrations, and automated confirmations. My work focuses on helping coaches, consultants, fitness instructors, salons, and service providers manage their appointments, scheduling, and online bookings without manual coordination. I design reliable booking systems that save time, reduce missed appointments, and streamline daily business operations. Skills: Online Booking, Appointment Scheduling, Calendar Integration, Booking Systems, Automation Industry: Professional Services / Small Business Operations