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I will setup jobber crm square email sms customer follow up automation
Jobber CRM and Customer Retention Automation Specialist
Hello and welcome! I specialize in CRM and customer retention automation for salons, ecommerce, and home service businesses. I set up Vagaro and Fresha booking reminders, rebooking, winback, and clien...
About this Gig
Hello there!
Are you struggling to manage customer follow-ups, organize your contacts, or automate email and SMS marketing for your service business?
I will setup Jobber CRM automation and Square marketing workflows to help you organize customer data, clean duplicate contacts, segment customers, automate follow-ups, and create a system that keeps leads and past customers engaged.
WHAT I OFFER
- Jobber CRM setup
- Jobber automation
- Square customer sync
- Customer follow up
- Email SMS automation
- Customer segmentation
- SMS opt in setup
- Duplicate contact cleanup
- Past customer marketing
- Lead source automation
WHY CHOOSE ME
- Clear communication
- Fast delivery
- Client satisfaction
Send me a message now to get started!
Software:
Jobber
Industry:
Business services & consulting
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E-Commerce
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Other
FAQ
Can you connect Jobber with Square?
Yes. Where a direct workflow is not available, Jobber and Square can be connected through supported automation platforms such as Zapier. Zapier currently provides Jobber–Square workflows including creating Square customers from new Jobber clients
Can you automate customer follow-ups in Jobber?
Yes. Jobber supports automated quote follow-ups, invoice follow-ups and other workflow automations, including email and text depending on the notification and plan
Can you clean duplicate customer records?
Yes. I can review and organize duplicate contacts. Jobber has a dedicated merge-duplicate-clients feature that combines records while keeping client history organized
Can you segment past customers?
Yes. I can organize customers using tags, activity, service type, lead source or other useful criteria. Jobber supports tags for client organization and segmentation, while Square supports manual and smart customer groups
Can you setup SMS marketing?
Yes. I can help configure eligible SMS workflows and customer opt-in processes. Square Marketing requires appropriate customer consent and provides a text-to-sign-up workflow for SMS subscribers
Can you market to old or inactive customers?
Yes. I can build re-engagement workflows for past or lapsed customers using segmentation and appropriate email/SMS campaigns. Square includes a lapsed-customer smart group, while Jobber supports client segmentation and marketing campaigns
