Forum Discussion

sandiashineco's avatar
sandiashineco
Contributor 3

Most of my Automations live in Jobber. I have all the automations turned on that I have access to. 

One that I like a lot is getting reviews. I've collected reviews from about 20% of all the clients we have served in the first 2 years of business.  I'm currently running the Reviews tool as an add on but I also ask for reviews in person and added another request to the invoice messaging and follow up messages.  I added the link to GMB there.  We have 167 5-Star reviews and I think that is attributed to the persistent request for reviews. Each client will be asked for a review at least 3 times and up to 7.

I also started up with ToolDesk but I'm still getting that software up and running.

I'm supper stoked for the Reengaging Clients automation through Campaigns. 

wesleyparker's avatar
wesleyparker
Contributor 3
2 months ago

What are you doing with ToolDesk so far? We've been using it for automatic appointment reminder VM drops. It's awesome to have a custom VM that sounds like a real human and all we have to do is send an email as the trigger. But I'm curious what other features they have that I haven't explored.

  • sandiashineco's avatar
    sandiashineco
    Contributor 3
    2 months ago

    Currently,

    I have one flow that sends an email and a text right after they submit a request just touching base letting them know we received their request and will have a quote over shortly. 

    Quote follow up because I don't have Grow right now but it also lets me customize follow ups more than Jobber does.

    And a Flow to reengage people who requested a quote but didn't approve and schedule withing 20 days. So quote sent, wait 20 days then email

    "Hey {{quote.client.firstName}}, You requested a quote for our mobile detailing services a few weeks ago. Are you still looking for this kind of service?".

    Wait 2 days then text

    "Hey {{quote.client.firstName}}, You requested a quote for our mobile detailing services a few weeks ago. Are you still looking for this kind of service?".

    I'm new to ToolDesk so no one has got this flow but my goal is to reach out and just see if they still have that pain point.

    I hope to build out a few more flows but also do Zip Code based Flash Sales via a Campaign when I'm short on work but going to be in an area already.