Moving from 35% to 45% close rate at 10 estimates/week at $8,000 avg
= $8,000+ per week from the same leadsStage 1: New Lead Response (Within 5 Minutes)
As soon as the lead comes in
"Write a response to [NAME] who just contacted me about [SERVICE]. Confirm receipt, schedule a site visit, reassure them. Under 100 words."
Stage 2: Estimate Sent — Same-Day Confirmation
Same day as estimate delivery
"Write a 2-sentence text confirming I just sent [NAME] their estimate to [EMAIL]. Let them know I'm available for questions."
Stage 3: Day-3 Follow-Up
3 days after estimate, no response
"Write a follow-up text to [NAME] who got a $[AMOUNT] estimate 3 days ago. Friendly, brief, mention availability. Under 60 words."
Stage 4: Day-7 Final Touch
7 days after estimate, still no response
"Write a final follow-up to [NAME] about the [SERVICE] estimate. Very brief. Leave the door open. No pressure. Under 40 words."
Stage 5: 30-Day Re-Engagement (Cold Lead)
30 days after going cold
"Write a re-engagement to [NAME] who went quiet after a $[AMOUNT] [SERVICE] estimate about 30 days ago. Lead with something new: [SEASON / RATE INCREASE / AVAILABILITY OPENING]. Brief and casual."
Stage 6: Job Won → Kickoff Confirmation
When they accept the estimate
"Write a message to [NAME] confirming they've accepted the [SERVICE] estimate for $[AMOUNT]. Confirm start date [DATE], what they should do to prepare. Professional and warm."
Stage 7: Job Complete → Review + Referral
Same day as job completion (review), 1 week later (referral)
Completion: "Write a text to [NAME] whose [SERVICE] we just completed. Thank them, ask for a Google review. Under 100 words."
1 week: "Write a message to [NAME] one week after their job. Check in, ask if they know anyone who needs [SERVICE]. Low-pressure."
Objection Handling
"A customer said my quote of $[AMOUNT] is too expensive. Write a confident response holding the price, explaining value. Doesn't apologize. Under 150 words."
"A customer is getting other quotes. Write a brief response acknowledging this is smart, noting our differentiators, inviting comparison. Under 100 words."
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