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 ...

HUGEHandyman

Jobber Ambassador

2 days 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.

Go2Girl

Contributor 3

1 day ago

Can someone teach me plz🥹🥺

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