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.
