From first contact to repeat business and referrals. The system that stops you losing jobs you never knew you lost.
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Phone call
Answer if you can — a live answer beats a callback every time. If you miss it, call back within 15 minutes. The prospect is calling 2–3 contractors simultaneously. Speed wins.
Website form
You get an instant email at yourrevenueengine@gmail.com. Respond within 5 minutes — even "Got your message, calling you shortly" beats silence. Log them in your CRM immediately.
Immediate response
"Hey [name], this is [you] — saw you reached out about [job]. You got a few minutes?" Don't pitch. Ask questions. The person asking questions controls the conversation.
Qualify the lead
Four questions: What's the job? What's the scope? When do they need it? What's the budget range? Don't skip this — it tells you whether to invest time writing an estimate.
Good fit?
Green flags: specific scope, realistic timeline, referral source. Red flags: already got 5 quotes, telling you what it "should" cost, impossible timeline at an impossible price. Not every lead deserves a full estimate. A 50% close rate means your pricing is correct.
Refer out
"I'm not the right fit for this one but [name] does great work at that price point." That referral builds goodwill — and occasionally comes back as a future client when their budget grows.
Send estimate
Same day. Itemized scope, clear total, payment terms, 30-day validity window. One sentence about your process or guarantee. An estimate that looks professional closes at a higher rate before they even read the number.
Follow-up sequence — NEPQ
Day 1 — 60%: “Hey [name] — based on what we talked about, how does the estimate line up with what you were expecting?”
Day 3 — 70%: “Hey [name] — when we talked you mentioned [their timeline/situation]. Has anything changed on your end since then?”
Day 7 — 75%: “Hey [name] — I’ve got a slot opening up next week and I’m deciding whether to hold it. What’s standing in the way of moving forward?”
Most competitors follow up once or never. These questions surface the real objection, create consequence around inaction, and recover 30–40% of jobs that would have gone cold.
Job closed?
If they go cold after day 7 — don't chase. Move to CRM nurture. One in three cold leads converts within 6 months with consistent, non-pushy follow-up. Set a 90-day reminder and touch them seasonally.
CRM nurture
Log them with job type and date. Seasonal touches work: "Spring is our busy season — wanted to give you first shot at our schedule before it fills up." Stay in front of them without being annoying.
Deliver + request review
Day 0: "Everything look good?"
Day 1: Send Google review link directly
Day 30: "Still holding up?"
Day 90: Referral ask
Five Google reviews puts you ahead of 80% of local competition. Ten makes you the obvious choice.
Repeat client + referral engine
One client done right — with the full sequence — generates reviews, referrals, and repeat work. A service business with 10 loyal repeat clients and a review engine doesn't need to advertise.
Want this built for your operation?
We'll audit your current process and show you exactly what to fix first. Free. No pitch.