Automating client onboarding in a home service business (jobber + Stripe + Zapier)

I’ve been working on simplifying my client onboarding process and recently took it a step further by automating most of it end-to-end.

After a client fills out my Jobber request form and adds their credit card on file through Stripe, the system now automatically:

• Updates the lead status to paid client and add "cc on file" tag
• sends a confirmation email
• adds the client to my email list for future communication
• logs the client in a master sheet for tracking and reporting
• creates a contact in my phone system
• sends a welcome text message through my phone system

The goal was to reduce back-and-forth, eliminate manual admin steps, and allow clients to get started without waiting on me.

It’s still evolving, but it’s already saving time and making onboarding much more consistent.

Curious how others are handling onboarding and follow-up.