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Mobile Spa — San Diego, California
Mobile Spa came to us with a clear problem:
They were receiving inquiries but had no structured system to manage bookings, follow-ups, or client retention. Everything was manual — leading to missed opportunities and inconsistent client flow.
Our goal was to build a fully automated CRM system that would streamline their business operations and scale their bookings.
GERAZ DIGITAL
Our Results
  • 3 weeks
    CRM fully operational
  • 20%
    Reduced no-show rate by 20% with smart reminder sequences
  • 15+ hours/week
    saved of manual admin work
  • 40%
    increase in returning clients through automated reactivation flows
Project Overview
We built a custom CRM pipeline specifically designed for mobile spa services
  • Booking Pipeline & Automation Workflows
    We built a service-specific booking pipeline tailored for mobile spa services.
    Each stage was optimized for:
    • Clear flow: New Inquiry → Confirmed Booking → Completed Appointment
    • Automated SMS & Email reminders 24h & 1h before appointments
    • Post-visit follow-ups for reviews and upsell offers
    • Seamless integration with CRM for real-time status tracking
    • Result: Significant drop in manual admin work and 20% no-show reduction
  • Lead Capture Forms & CRM Integration
    We designed lead capture forms that directly connected to the CRM, ensuring:
    • Instant lead registration and tagging
    • Custom fields for service type and preferred appointment slots
    • Mobile-optimized forms for quick conversions on the go
    • Automated assignment of leads into booking pipelines
    • Result: 100% of inquiries were tracked and nurtured through automated workflows
  • Reactivation Campaigns for Past Clients
    We created automated reactivation flows targeting inactive clients (3+ months).
    Each sequence included:
    • Personalized SMS offers (e.g., “We miss you! Enjoy 20% off your next visit”)
    • Email campaigns with exclusive bundle offers
    • Booking links embedded in messages for immediate action
    • Smart segmentation to avoid spamming active clients
    • Result: 40% increase in client return rate within the first 2 months
  • All-in-One Dashboard & Automation System
    We integrated forms, calendars, and client tagging into a unified CRM dashboard.
    Key features included:
    • Visual sales pipeline showing inquiry-to-booking progress
    • Real-time notifications for new leads and bookings
    • Automated reminders and follow-ups triggered by client actions
    • Full visibility into lead source, campaign performance, and follow-up status
    • Result: Business owner gained complete control and visibility without manual management
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