Copy it. Make it yours. Book more estimates.
Follow-up messages, checklists, and worksheets written for contractors. No signup, no email gate.
Texts and emails, ready to send.
Contractor lead follow-up template: copy-ready texts and a voicemail for new leads, from the first minutes to day 10. Fill the brackets, then load your CRM.
Open Contractor sales follow-up templateContractor sales follow-up template: copy-ready emails and texts for the 30 days after an estimate goes out, from recap to comparing bids to close-out.
Open Roofing follow-up text templatesRoofing follow-up text templates: copy-ready texts for inspection requests, active leaks, storm calls, roof photos, estimate check-ins, and install-day prep.
Open HVAC follow-up templatesCopy-ready HVAC follow-up texts: repair requests, no-cooling calls, replacement quotes, repair-vs-replace recaps, comfort check-ins, and seasonal notes.
Open Remodeling follow-up templatesRemodeling follow-up templates: copy-ready emails and texts for budget talk, design-visit prep and recap, proposal walkthroughs, and long-decision check-ins.
Open Estimate reminder text templatesCopy-ready texts for the time between booking and the estimate: confirmation, what to expect, day-before reminder, on-the-way, running late, and reschedules.
Open No-show follow-up templatesNo-show follow-up templates for contractors: texts and a voicemail for a missed estimate, from the driveway to same-day rebooking and a lower-pressure option.
OpenPlans, checklists, and pipelines.
A copyable lead qualification checklist for contractors: what to confirm before booking an estimate, how to word it, and when to book, call back, or pass.
Open Contractor marketing plan templateA fill-in marketing plan for contractors: revenue goal, job economics, capacity, channels, offer, follow-up, tracking, and a monthly review you can copy.
Open Ad creative brief for a job-site shootAn ad creative brief for a job-site shoot: goal, homeowner permission, safety, shot list, talking points, hooks, and deliverables for a contractor video ad.
Open Contractor landing page checklistA pre-launch checklist for contractor landing pages: message match, proof, price signal, form and booking, mobile speed, text consent, and tracking to test.
Open Contractor CRM pipeline templateA contractor CRM pipeline template: stages from new lead to signed job, the rule that moves a lead forward, fields to capture, and a lost-reason list to copy.
OpenYour crew is ready for the next job. Is your calendar?
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