Jobber / Zapier CRM Automation Specialist — Customer Reactivation & Referrals

Posted 4 weeks ago

Worldwide

Summary

We are a residential interior painting company in Quebec using Jobber. We have around 7,000 contacts and want to generate more organic leads from: past customers old quotes referrals reactivation campaigns Before using Zapier, we want someone to first review what can be done directly inside Jobber. We need help creating a simple plan for what should happen when: a client pays an invoice a job is completed a quote is archived an old lead has not booked a customer should not be contacted a past customer could be reactivated We are not looking for SEO, social media, branding, or a complicated funnel. What we need Review our current Jobber setup, tags, and client database. Review Jobber’s native email / client follow-up features. Recommend the simplest setup using Jobber first. Create basic segments: safe to contact old leads past clients do not contact risky / unhappy customers Build or plan simple follow-ups for: referral requests after paid invoices reactivation of past customers follow-up on archived quotes Use AI tools like ChatGPT to help write simple French customer messages. Only use Zapier if Jobber cannot do what we need. Write **Paint** at the beginning of your reply so you confirm you read the ads

  • Less than 30 hrs/week
    Hourly
  • 3-6 months
    Duration
  • Intermediate
    Experience Level
  • $8.00

    -

    $25.00

    Hourly
  • Remote Job
  • Ongoing project
    Project Type
Skills and Expertise
Mandatory skills
Email Automation
Lead Management Automation
Activity on this job
  • Proposals:20 to 50
  • Last viewed by client:4 weeks ago
  • Interviewing:
    1
  • Invites sent:
    0
  • Unanswered invites:
    0
About the client
Member since Aug 15, 2020
  • Canada
    Montreal4:15 AM
  • $54K total spent
    39 hires, 8 active
  • 5,506 hours
  • Mid-sized company (10-99 people)

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