Business owners capture customers after job completion
Business owners capture customers after job completion
Business owners lose reviews when completed-job contacts never reach the CRM. This workflow tags and updates contacts so marketing can send review requests while impressions are fresh.
Overview
Business owners lose review momentum when recent customers never make it into the CRM. This workflow captures every completed-job customer, enriches their contact record, and queues them for review campaigns so marketing reaches customers while the experience is fresh. The result is faster follow-up, zero missed review opportunities, and cleaner contact records for reporting.
Notable Features
- Tag customers from completed jobs
- Create or update CRM contacts
- Add contacts to review campaigns