Forum Discussion

TurfT's avatar
TurfT
Contributor 4
2 months ago

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.

6 Replies

  • HUGEHomePros's avatar
    HUGEHomePros
    Jobber Ambassador
    2 months ago

    Those sound super dialed! One thing we do is have different nurturing sequences for wherever they are in the customer journey. If we've already had a phone conversation and I'm waiting for details, we have a sequence for that. If we gave them a quote and they haven't accepted, there's a sequence for that. After they accept the quote, there is a sequence for that. 

    Right now we are working on the during job nurturing - getting feedback then sending that to the appropriate team members. 

      • TurfT's avatar
        TurfT
        Contributor 4
        2 months ago

        One way to start is by mapping out your customer journey (lead -> quote -> job -> follow-up), then building simple follow-ups at each steps. Even basic automation can make a big difference.

        Getting started is usually the hardest part, but it becomes much easier once you begin building it out.

    • TurfT's avatar
      TurfT
      Contributor 4
      2 months ago

      That sounds like a really solid system, especially having different sequences based on where the client is in the journey.

      I'm starting to move in that direction as well, mainly around capturing leads and building follow-up sequences to guide the clients through the process. Still early, but I can definitely see how that can be.

      Appreciate you sharing that.

  • Randy_Warner's avatar
    Randy_Warner
    Contributor 4
    10 days ago

    TurfT​ this is a phenomenal example of what's possible when you start connecting Jobber to the rest of your applications. The outcome you've described: client fills out the form, payment goes on file, everything else happens automatically is exactly what a lot of home service businesses are trying to get to. Major kudos to you!

    After I saw this thread not long ago it inspired me to put together a full walkthrough video covering this exact flow: Jobber request form, Stripe, confirmation email, Google Sheets, phone system, and welcome text so that others could follow along, including Go2Girl​, who are hoping to implement something like this for their own companies. The video includes a visual diagram of how it's all structured before jumping into the Zapier build. Hopefully a useful resource for anyone here who wants to set something similar up!

    Video: https://youtu.be/mhV_e8fFUGw

    If you're reading this and have any questions, just reply, happy to help!

  • TurfT's avatar
    TurfT
    Contributor 4
    9 days ago

    Randy, this is genuinely awesome — the fact that you watched the thread, built a full walkthrough video with a visual diagram, and came back to share it with the community is exactly the kind of contribution that makes this place valuable. Go2Girl and anyone else trying to implement this now has a real resource to follow. That took effort and it shows.

    One thing I should have mentioned in the original post: the flow is built around one core rule — nothing triggers until a credit card is saved on file. The request form redirects straight to a one-step Stripe checkout I configured that saves a card on file, and the Zap only fires on a confirmed Stripe enrollment. No card, no onboarding sequence. They stay as a request in Jobber and that's it. I don't process leads, I process clients.

    From there it's a single 12-step Zap: tag the client in Jobber, confirmation email, notify myself, create the contact in my phone system, welcome text, log to tracking sheet, push to email campaign list, and create a record in Airtable. One Zap, one failure point to monitor.

    Curious what you're using for follow-up sequences post-onboarding — that's where the real retention work starts for me.