Complete Lead
Management System
Pre-written email and text templates for every stage of the customer journey — from first inquiry to repeat business and referrals.
Copy them. Customize your business name and number. Start using today.
Download Free PDF →The problem
Most Leads Go Cold Because Nobody Follows Up Fast Enough
A homeowner searches for an HVAC repair at 11am on a Tuesday. They contact three companies. The one that responds within five minutes wins the job the majority of the time. The other two never hear back.
The problem isn't that contractors don't want to follow up. It's that they don't have a system — so it only happens when someone remembers to do it.
78%
Of customers buy from the first business that responds
5 min
Response time that maximizes your lead conversion rate
5×
More likely to qualify a lead if you respond within the hour vs. 24 hours
What's included
16 Ready-to-Use Templates
📞
New Lead Follow-Up Sequence
TextImmediate text reply (within 5 min of inquiry)
EmailSame-day email confirmation with quote details
Text24-hour follow-up if no response
Email72-hour final follow-up with urgency hook
⭐
Post-Job Review Request
ScriptIn-person ask script (what to say before you leave the job)
TextText follow-up with direct GBP review link
EmailEmail follow-up with review instructions
TextNegative experience recovery message
🔄
Past Customer Re-Engagement
EmailSeasonal maintenance reminder (HVAC / roofing inspection)
TextAnnual anniversary follow-up
TextStorm event outreach for past roofing / restoration customers
EmailReferral ask — for customers who gave 5-star reviews
📋
Estimate / Quote Follow-Up
EmailSame-day quote delivery email with next steps
Text3-day follow-up for pending estimates
EmailPrice objection response — value reinforcement
TextQuote expiry reminder — create urgency to close
Get the Templates — Free
Copy them. Drop in your business name and number. Start using them today.