Forum Discussion

TurfT's avatar
TurfT
Contributor 2
12 days 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.

4 Replies

  • HUGEHomePros's avatar
    HUGEHomePros
    Jobber Ambassador
    12 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. 

    • TurfT's avatar
      TurfT
      Contributor 2
      9 days 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.

      • TurfT's avatar
        TurfT
        Contributor 2
        9 days 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.