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Pre-written email and text templates for every stage of the customer journey. Copy them, add your name and number, and start using today.


New Lead Follow-Up Sequence

TEXT, Immediate (within 5 min)

Hi [Name]! This is [Your Name] from [Company]. I saw your request for [service], happy to help. When works best for a quick call to walk through what you need? We can usually get out within [timeframe].

EMAIL, Same-day follow-up

Subject: Your [service] request, next steps

Hi [Name],

Thanks for reaching out to [Company]. Based on what you shared, here's what we'd recommend:

[Brief service description]

Our typical timeline for this type of job is [X]. I'd love to schedule a quick call or come take a look. What does your schedule look like this week?

[Your Name]
[Company], [Phone]

TEXT, 24-hour follow-up

Hi [Name], following up on your [service] request. We still have availability this week if you'd like to get on the schedule. Reply here or call us at [phone], happy to answer any questions.

Post-Job Review Request

IN-PERSON SCRIPT

[At job completion] "[Name], really glad we could take care of this for you. If you're happy with the work, would you mind leaving us a quick Google review? It makes a huge difference for our business. I can text you a direct link right now so it only takes a minute."

TEXT, Within 2 hours

Hi [Name]! Thanks for choosing [Company] today. If you have 60 seconds, a Google review would mean a lot to us: [direct review link]. No pressure at all, hope everything is working perfectly!

EMAIL, 24-hour follow-up

Subject: How did we do?

Hi [Name],

It was great working with you yesterday. We'd really appreciate it if you'd share your experience, it helps other homeowners find us and takes less than a minute:

[Google Review Link]

If anything isn't right with the work, please reply here and we'll make it right.

Thanks, [Your Name]

Quote / Estimate Follow-Up

EMAIL, Same-day quote delivery

Subject: Your [service] estimate from [Company]

Hi [Name],

Attached is the estimate we discussed. Here's a quick summary:

Scope: [Brief description]
Estimate: $[Amount]
Timeline: [Timeframe]

To move forward, just reply to this email or call us at [phone]. We have availability [timeframe] if you'd like to get on the schedule.

[Your Name]