WS4 Automation Design — Jobber → Kit Lead Warmup

Overview

What this builds

Two automated nurture flows triggered by real customer actions in Jobber and Kit. When someone requests an estimate, they enter a 3-email warmup sequence. When someone joins the Tree Care Club, they enter a 3-email welcome sequence. Both run automatically — no manual follow-up required.

The connector between Jobber and Kit is a Zapier workflow. Kit handles the email delivery and sequence logic.

Automation Flow 1

Estimate Lead Warmup — Jobber → Kit

1

Trigger

Jobber — New Request Created

Fires every time a new estimate request is submitted via the Jobber web form (sperrytreecare.com/get-an-estimate/). Captures client name, email, phone, and request details.
App: JobberZapier Pro required

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2

Filter

Only if email address is present

Skip the workflow if no email was captured (phone-only or walk-in requests). Field: client.email — must not be empty.

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3

Action

Kit — Add Subscriber Tag: "estimate-requested"

Uses Kit's "Add Tag to Subscriber" action. If the subscriber doesn't exist, use "Create Subscriber" first (Step 3a) with first name, last name, email. Then add tag estimate-requested in Step 3b.
App: Kit (ConvertKit)Free Zapier action

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4

Kit Visual Automation Rule (set up in Kit UI)

When tagged "estimate-requested" → Subscribe to "Estimate Lead Warmup" sequence

Create this rule in Kit → Automations → Visual Automations. Trigger: Tag Added = "estimate-requested". Action: Subscribe to Sequence = "Estimate Lead Warmup". The sequence then delivers the Day 1 / Day 3 / Day 7 emails automatically.
Set up in: Kit UI

Automation Flow 2

Tree Care Club Welcome Sequence — Kit Tag → Sequence

1

Trigger

Kit Tag Added — "Club Member" (or equivalent)

Fired when a subscriber receives the Club Member tag. This tag can be added via: (a) Zapier from a Jobber "Job Complete" event, (b) manual import, or (c) the existing Kit signup form on the website. The sequence trigger is the same regardless of source.

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2

Kit Visual Automation Rule (set up in Kit UI)

When tagged "Club Member" → Subscribe to "Welcome to the Club Email" sequence

Create or update the existing "Welcome to the Club Email" sequence (Kit ID: 2627196) with the three welcome emails. Rule: Tag Added = Club Member tag → Subscribe to Sequence 2627196.

Sequence Email Copy — Ready in Kit

Draft Broadcasts (Load into Sequences)

All six emails are written and saved as Kit draft broadcasts. To activate: open each broadcast in Kit, copy the subject and body content, and paste into the corresponding sequence email slot via the Kit sequence editor.

Estimate Lead Warmup

Day 0

Your estimate request is confirmed

Confirms receipt, sets 1-2 day response expectation, urgent contact option

Kit ID: 23665203

Day 3

Following up on your estimate request

Soft follow-up, direct call/text CTA, graceful opt-out

Kit ID: 23665204

Day 7

Still here when you're ready

No-pressure final follow-up, leaves door open

Kit ID: 23665205

Club Welcome Sequence

Day 0

Welcome to the Sperry Tree Care Club

What membership means, Club benefits, priority scheduling

Kit ID: 23665206

Day 3

Who you're working with at Sperry Tree Care

Team intro, ISA credentials, 15-year PNW expertise

Kit ID: 23665207

Day 7

What to watch for on your property this season

Seasonal guidance, pruning windows, CTA to schedule first visit

Kit ID: 23665209

Zapier Zap Configuration

Zap: Jobber New Request → Kit Tag

Field	Value
Zap Name	Sperry — Jobber New Request → Kit Tag
Trigger App	Jobber
Trigger Event	New Request
Filter Condition	client.email exists (is not empty)
Action 1 App	Kit (ConvertKit)
Action 1 Event	Create or Update Subscriber
Action 1 — Email	{{client.email}}
Action 1 — First Name	{{client.first_name}}
Action 1 — Last Name	{{client.last_name}}
Action 2 App	Kit (ConvertKit)
Action 2 Event	Add Tag to Subscriber
Action 2 — Email	{{client.email}}
Action 2 — Tag Name	estimate-requested
Kit Automation	Tag: estimate-requested → Subscribe to Estimate Lead Warmup sequence

Setup Checklist — Jason

What Needs to Happen Before Go-Live

✓
Email copy written — all 6 sequence emails written and loaded as Kit draft broadcasts (IDs: 23665203–23665209)
✓
UTM params applied — all CTA links tagged with utm_source=kit&utm_medium=email&utm_campaign=lead-warmup or club-welcome
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Verify info@sperrytreecare.com in Kit — currently not verified. Go to Kit → Settings → Email → Verified Sender Addresses. Until verified, emails send from jason@sperrytreecare.com.
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Update from address on 6 draft broadcasts — once info@ is verified, update each draft broadcast sender to info@sperrytreecare.com (or use michele@ per existing campaign pattern).
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Load emails into Kit sequences via Kit UI — open Kit → Sequences → "Estimate Lead Warmup" (create new) and "Welcome to the Club Email" (ID 2627196). Copy subject + body from each draft broadcast and add at the correct delay (Day 0, 3, 7).
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Create "estimate-requested" tag in Kit — Kit → Subscribers → Tags → Create tag. Name: estimate-requested.
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Build Kit Visual Automation rule — Kit → Automations → Visual Automations → New Automation. Rule: When tag "estimate-requested" added → Subscribe to Estimate Lead Warmup sequence.
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Connect Jobber to Zapier — Zapier.com → My Apps → Connect Jobber. Requires Jobber API key (found in Jobber → Settings → API).
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Build and test the Zapier Zap — Use the configuration table above. Test with a real or test estimate request. Verify the subscriber appears in Kit with the correct tag.
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Turn on the Zap — Enable in Zapier once tested. Monitor for the first 2-3 real requests to confirm the tag applies and the sequence triggers correctly.