Add completed job customers to nurture contacts list
Add completed job customers to nurture contacts list
Your completed job invoices lack marketing tags and follow-up context, so review requests and upsell chances get missed. Capture and tag customer for nurture so account managers can follow up same day.
Overview
Invoices that close without marketing context leave review requests and upsells untouched. This flow captures the customer, tags the record, and primes contacts for outreach so account managers can trigger same-day review or upsell campaigns.