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Customer Journey Automation

7 moments — Every stage messaged automatically

A New Jersey pressure-washing company ran operations in one tool (Jobber) and customer messaging in another (Constant Contact), with the office team manually sending intro videos, chasing quotes, reminding customers, and asking for reviews — so follow-ups slipped when busy and unanswered quotes went quiet. We connected the two with Zapier and automated seven journey moments: a welcome text/email with an intro video on quote request, a video explaining the quote, a 3-day FAQ-video 'rescue' when a quote goes silent, a booking checklist, a morning-of text with the technician's photo, and a review request when the job completes. The existing base of 377 customers was deduped into one list by email. Videos are delivered as clean hosted links (texts can't carry files), SMS is built on proper recorded consent, and — per the owner's fear of a mass-send mistake — every workflow was tested against test contacts first and only ever messages the one relevant customer. Seasonal automations pause for the off-season. Runs in the client's own accounts.

Built with: Jobber, Constant Contact, Zapier, Video hosting