Project Overview:
The goal is to create an automated system that efficiently manages appointment booking notifications, reminders, communication with customers, and post-meeting follow-ups. The system will leverage various cloud services to streamline these processes.
Key Responsibilities:
Webhook Handling from Call Center:
Set up a webhook endpoint to receive notifications from the call center when an appointment is booked.
Data Capture and Storage:
Use Zapier to capture the webhook data, store the appointment details in Google Sheets, and upload the associated call recording to AWS S3.
Communication Setup:
SMS Notifications via Twilio:
Send an initial SMS confirmation of the appointment.
Implement a series of reminder SMS messages leading up to the appointment date.
Send a Zoom link via SMS on the day of the appointment.
Email Notifications via SendGrid/Amazon SES:
Send a confirmation email with a calendar invite.
Follow up with reminder emails and provide the Zoom link on the day of the appointment.
CRM Integration for SMS Replies:
Ensure that any replies to the SMS messages are forwarded directly to the CRM.
Implement a two-way SMS communication system allowing the sales rep to reply from the CRM and continue the conversation with the customer.
Post-Appointment Follow-up:
On the day of the appointment, send the Zoom link to the customer via both SMS and email.
After the meeting, use Twilio to send an SMS or initiate a call for a quick survey to gather customer feedback.
Deliverables:
A fully functional Solar Appointment Booking System with seamless integration of webhook handling, data storage, communication via SMS and email, and CRM integration.
Automated workflows for sending reminders and follow-up messages.
Secure handling of call recordings stored in AWS S3.
Documentation outlining the system architecture, setup instructions, and user guides for the CRM interaction.
Qualifications:
Proven experience in developing systems using Twilio API, SendGrid/Amazon SES, AWS, Zapier, and PHP.
Experience with webhook handling and data automation workflows.
Strong understanding of CRM systems and two-way communication integrations.
Excellent problem-solving skills and attention to detail.
Ability to work independently and communicate effectively with the team.
Application Process:
Interested candidates should submit their resume, a portfolio showcasing relevant projects, and a cover letter detailing their experience and approach to building the described system. Please include specific examples of similar projects you have completed.
This is a remote position offering the opportunity to work on a cutting-edge project in the solar industry. Join us and help streamline our appointment booking process to enhance customer experience and operational efficiency!
Hourly Range: $25.00-$50.00
Posted On: August 03, 2024 05:28 UTC
Category: Full Stack Development
Skills:Web Application, PHP, Apache HTTP Server, Customer Relationship Management
Country: United States
click to apply
Powered by WPeMatico
