Every message a new request needs before it books, in order. Copy each one, fill in the brackets, and set the timing in your CRM.
By the BlueSmith team · Updated
Copy each block into your CRM or texting tool as its own template, and set the day it sends.
Replace every [bracket] with real names, times, and links. Read each one out loud once to catch anything that sounds canned.
Stop the sequence for anyone who replies, books, or opts out, and have a person answer every reply.
Written by BlueSmith as examples. Not client messages or results.
Send only to homeowners who opted in to texts on your form. The first message names your business and includes the opt-out line.
Hi [First name], this is [Your name] at [Company]. Thanks for asking about the [project] at [street or neighborhood]. I’ll ring you shortly from this same number so you know it’s us. Reply STOP to opt out of texts.
Keep it under 20 seconds. Point them to the text so they have one easy next step.
Hi [First name], [Your name] from [Company] returning your request about the [project]. I just texted you from this number with a booking link, so you can choose a visit time. Or call me back at [phone]. Talk soon.
Left you a quick voicemail. If texting is easier, reply with a day and time that works for someone to come look at the [project]. Or grab a slot here: [booking link]
Only promise the callback time you’ll actually keep.
Hi [First name], [Your name] at [Company]. Your [project] request came in after we closed for the day. I’ll call tomorrow around [time]. If another time is better, just reply here. Reply STOP to opt out of texts.
Call first, at a different time than yesterday. Send this only if they don’t pick up.
Hi [First name], tried you again about the [project]. Two quick questions so we bring the right info: roughly what’s the scope, and are you hoping to start in the next few months or later on?
Some homeowners hold back because they don’t know what the visit is like. Tell them.
Hi [First name], in case it helps: our [project type] estimate visits take about [length]. [Estimator name] measures, talks through options with you, and you get a written price after. Want me to set one up?
One thing people often wonder before booking a [project type] estimate: [common question, e.g. is there any cost or obligation?] [Your honest answer.] Happy to set a time whenever you’re ready.
Use photos only with the past client’s permission.
Hi [First name], this is a [project type] our crew wrapped up in [area] recently. [photo] If yours is anything like it, a quick visit gets you a real number instead of a guess.
The final message in the active sequence. Afterward they go on a slow check-in list, not in the trash.
Hi [First name], I’ll stop following up on the [project] for now so I’m not cluttering your phone. If it comes back around, reply here or call [phone] and we’ll pick it up. [Your name], [Company]
A person answers this one. Pause the automated messages the moment they respond.
Thanks for getting back to me, [First name]. [Answer their question in a line or two.] Would [Day] at [Time] or [Day] at [Time] work for [Estimator name] to come out?
Daytime leads might hear back in minutes. Night and weekend leads often sit until morning. Count how many cross the one-hour line.
Leads per month waiting over an hour: 24
60 leads a month, 40% after hours, 45 minutes to reply in the day and 12 hours at night.
See what we’d build for these numbersStarts with example numbers. Change them to yours. Arithmetic only, not a promise of results.
Because a text from an unknown number with no name looks like spam. Naming your company and yourself tells the homeowner the message is about the request they just sent, so they read it instead of deleting it.
The timed messages can. The call on day 0 and day 1 should be a real person dialing, and any reply from the homeowner should get a human answer. Automation handles the clock; your team handles the conversation.
Stop this sequence and switch them to your estimate reminders. Nobody who already booked should keep getting “still interested?” texts.
The structure works for any new request, but check each platform’s rules on how you can contact their leads, and make sure you have consent before texting anyone outside the platform’s own messaging.
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