"Don't lose the lead" follow-up sequence
Business name · phone · license / registration #
Your logo
New lead
- Within 1 minute: automatic text if the call was missed
- Within 5 minutes: call back (business hours)
- Within 10 minutes: text if no answer: "Hi, this is ___ with ___. Sorry I missed you. What can I help with?"
- Same day: confirm the estimate appointment by text, with your name and photo
After the estimate
- Same day: text "Thanks for having us out. Your estimate is attached. Any questions, just reply."
- Day 1: email the estimate PDF, photos and what's included
- Day 3: text "Any questions on the estimate? Happy to walk through it."
- Day 7: call, and ask what's holding them back (price, timing or scope)
- Day 14: text "We have openings the week of ___. Want me to hold one?"
- Day 30: email a seasonal tip and how long the estimate is still good
After the job
- Day 1: thank-you text with your review link
- Day 4: one review reminder if they haven't left one
- Month 6 and 12: maintenance check-in
- Every season: newsletter or postcard
Only text customers who have given you their number for this purpose, and stop when anyone asks you to.
Free template from the Home Pros Ohio Contractor Hub · homeprosohio.com/contractor-hub