Jobber / Zapier CRM Automation Specialist — Customer Reactivation & Referrals

Posted 2 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:2 weeks ago
  • Interviewing:
    1
  • Invites sent:
    0
  • Unanswered invites:
    0
About the client
Member since Aug 15, 2020
  • Canada
    Montreal1:16 AM
  • $53K total spent
    39 hires, 8 active
  • 5,375 hours
  • Mid-sized company (10-99 people)

Explore similar jobs on Upwork

Marketing Automation
Campaign Management
Social Media Marketing Automation
Marketing Operations & Workflow
Influencer Marketing
Claude

How it works

  • Post a job icon
    Create your free profile
    Highlight your skills and experience, show your portfolio, and set your ideal pay rate.
  • Talent comes to you icon
    Work the way you want
    Apply for jobs, create easy-to-by projects, or access exclusive opportunities that come to you.
  • Payment simplified icon
    Get paid securely
    From contract to payment, we help you work safely and get paid securely.
Want to get started? Create a profile

About Upwork

  • Rating is 4.9 out of 5.
    4.9/5
    (Average rating of clients by professionals)
  • G2 2021
    #1 freelance platform
  • 49,000+
    Signed contract every week
  • $2.3B
    Freelancers earned on Upwork in 2020

Find the best freelance jobs

Growing your career is as easy as creating a free profile and finding work like this that fits your skills.

Trusted by

  • Microsoft Logo
  • Airbnb Logo
  • Bissell Logo
  • GoDaddy Logo