Answer the lead before the next company does.
Five follow up automations, written out in full. Pick your trade, type your business name, and every message fills in. Copy each one into your Engage account and turn it on.
1. A new lead comes in: answer in minutes
Starts when: A web form, a Facebook or Google message, or a call that went to voicemail.
7 steps over day 7, with the exact words to use.
2. A call is missed: text back before they call someone else
Starts when: A call that nobody answered, during the day or after hours.
4 steps over if they reply, with the exact words to use.
3. An estimate went out: follow up without nagging
Starts when: You sent an estimate or a proposal for the work.
5 steps over day 14, with the exact words to use.
4. A visit is booked: confirm it and cut the no shows
Starts when: An estimate visit or service call is put on the calendar.
4 steps over if they were not home, with the exact words to use.
5. The job is done: thank you, review, referral and a reason to come back
Starts when: A job is marked complete or paid.
5 steps over once a year, with the exact words to use.
Bonus: an old lead or estimate that went quiet
Starts when: An estimate or request that is 60 to 90 days old with no answer.
2 steps over 3 days later, no reply, with the exact words to use.
Rules built into the kit
- Send texts only to people who contacted you, or who agreed to hear from you. A reply to a request they just made is fine. A text to a list you bought is not.
- Put your business name in every text and end it with Reply STOP to opt out. When someone says stop, stop everywhere.
- Keep to quiet hours: no texts or calls early in the morning or late at night. Set them in your Engage account.
- Never state a price, a discount, a warranty, a ranking, a response time or a license that is not true for your business. Fill every [bracket] with a real detail, or take the line out.
- Test every automation on your own phone and email before you turn it on.
- These are drafts, not legal advice. Check your state and city rules on calls, texts and email before you use them.