A practical worksheet for home service contractors to qualify leads faster, follow up consistently, and close more estimates — without the manual chase.
What's Inside:
Lead Qualification Scorecard — Score every quote request in under 2 minutes. Know which leads deserve immediate attention and which can wait.
Fast Follow-Up Checklist — Step-by-step follow-up sequence: what to say, when to say it, and how to stay top-of-mind without being pushy.
Quote Request Organizer — Track lead source, job type, urgency, and follow-up status in one place. Nothing falls through the cracks.
Conversion-Focused Messaging Prompts — Pre-written templates for texts, emails, and voicemails that move homeowners from "just getting a quote" to "let's book this."
Simple Tracking Worksheet — See your close rate, response time, and conversion patterns at a glance. Fix the leaks in your pipeline.
Repeatable Daily Process — A 15-minute morning routine that keeps follow-ups on schedule and your calendar full of booked jobs.
Built for plumbers, HVAC techs, roofers, electricians, landscapers, and any contractor who gets quote requests but struggles to convert them.