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The Contractor Follow-Up Kit
Stop losing jobs to slow follow-up. This free toolkit gives you the exact pipeline, scripts, and checklists that top HVAC companies use to convert more estimates into booked jobs.
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What's Inside the Kit
Three tools you can implement today, regardless of which CRM you use.
5-Stage CRM Pipeline Template
Map your customer journey from first call to repeat business. Copy this into Jobber, Workiz, or any CRM.
- → New Lead → Estimate Sent → Estimate Approved → Job Scheduled → Job Complete
5 SMS Follow-Up Scripts
Copy-paste text messages for the five most common follow-up situations HVAC contractors face.
- → Post-estimate follow-up (same day)
- → Estimate reminder (3 days, no response)
- → Appointment confirmation (day before)
- → Post-job review request
- → Seasonal maintenance reminder
Missed Call Recovery Checklist
A step-by-step process to recover revenue from missed calls. Most HVAC companies miss 20-30% of inbound calls.
- → Callback within 5 minutes (before they call a competitor)
- → Text message if no answer
- → Voicemail script template
- → End-of-day missed call audit process
Built from research across 50+ HVAC companies and 12 software platforms
5
Ready-to-use SMS scripts
20-30%
Avg. missed call rate in HVAC
$500+
Revenue recovered per missed call