Forum Discussion
Just some advice for everyone. What I like to do is "onboard" the client to us. So what that means is even before we have got the approval for the job I will add them to Jobber and use the scheduled assessment feature. This gets the client receiving the email and text notifications that you are booking this and coming. It's showing them how organized you are and that you have systems.
I also like to have a Zapier trigger that sends a client guide out to each client and the trigger is when I add them to Jobber. So they are getting a beautiful client guide sent at that point with pictures and reviews and info on our systems and how we do things.
These kinds of things are just extra sales touch points and set you aside from the smaller less organized cheap companies.
Here are a few examples:
https://drive.google.com/file/d/1kwn7Ao38FdcigYG6xao-nOpFxzrpCkgC/view?usp=sharing
https://drive.google.com/file/d/1fApH6No_JbxHFB9a7ITLe13aL3qEHdHI/view?usp=sharing
I make these for people if you would like this done for your company just reach out. We can build this and then I'll automate it for you as well.
Cheers.