For Home Service Businesses
A follow-up process for every stage of the customer relationship.
Inquiry follow-up. Estimate follow-up. Review requests. Referral requests. No-response follow-up. One playbook — with scripts and timing for each — so follow-up happens the same way every time, regardless of who’s doing it.
What’s Inside
Inquiry Follow-Up
The first 24 hours after a homeowner reaches out — by phone, form, or text. Scripts for missed calls, form submissions, voicemail, and after-hours.
Estimate Follow-Up
Keeping pending estimates visible and moving toward a decision. First, second, and final follow-up language — without sounding aggressive.
Review Requests
Asking for the review at the right moment — consistently, without it feeling like a script. Text and in-person language, plus timing.
Referral Follow-Up
Turning completed jobs into warm introductions — without making it feel transactional. The ask that comes from appreciation, not incentive.
No-Response Follow-Up
Re-engaging leads and estimates that went quiet — without being pushy. Seasonal reactivation, final touches, and how to close the loop cleanly.
Who It’s For
- Follow-up in your business depends on who remembers to do it.
- You’ve lost an estimate you never followed up on.
- You’ve meant to ask for reviews and referrals more consistently.
- You want a documented process, not a collection of habits.
- You’re bringing on help and need something you can hand them.
Why This Exists
Good businesses rarely lose customers because they stopped caring. They lose them because follow-up gets scattered.
An inquiry comes in on a busy afternoon and the follow-up gets pushed to tomorrow. An estimate goes out and sits without a check-in. A job gets finished and the review never gets asked for. None of it happens out of carelessness — it happens because follow-up that lives in someone’s memory fails on the busy days, which are exactly the days the most follow-up is needed.
This playbook documents the follow-up path so it doesn’t depend on memory or good timing. The process is written down. Anyone on the team can use it.
Delivered as a PDF immediately after checkout.
This playbook documents the follow-up path. A Revenue Infrastructure System™ builds the system that runs it — so the right follow-up goes out at the right time, automatically. When you’re ready to look at the full picture, a Project Fit Check is where that starts →