Contractor Follow-Up Kit

Give every open estimate a next step.

When you're on a job, a missed call or an open estimate can get buried. This downloadable kit gives plumbers, HVAC companies, and other small home-service teams a follow-up routine they can use with the tools they already have.

• 20 ready-to-edit messages for missed calls, appointments, and estimate follow-ups.

• A follow-up schedule with suggested check-in dates and clear points to stop.

• A blank CSV lead tracker and a filled example, so each inquiry has an owner, a due date, and a next step.

• A browser-based quick-start guide with a 10-minute weekly review.

Try one today: “Hi [first name], did the estimate for [service] reach you? If it didn’t come through, I can resend it. I’m also happy to explain what’s included.”

Download and unzip the kit, open Start-Here.html in any modern browser, and import Lead-Tracker.csv into your preferred spreadsheet app. Your team sends messages through its existing business tools. This is a one-time download for use within your business.