Guides

Follow-up checklists you can use today

The same practices we run for clients, written out in full on this page. No download, no email required.

Missed call recovery checklist

For the calls that ring out while your team is on site.

  1. Pull the last 30 days of inbound calls and count the ones that were not answered.
  2. Note the times they arrived — most missed calls cluster in one or two hours of the day.
  3. Send one text within five minutes of a missed call, naming your company and offering a window.
  4. Keep a single callback list, worked in order, instead of relying on memory.
  5. Record an outcome for every call: booked, reached and declined, or unreachable.

Estimate follow-up cadence

For quotes that were sent and then went quiet.

  1. List every estimate still open right now, with its date and value.
  2. Set the first follow-up for two days after the estimate, not two weeks.
  3. Use three touches across different channels before you close it out.
  4. Ask one specific question in each touch — about scope, timing, or budget.
  5. Close every estimate with a recorded reason instead of leaving it in limbo.

Reactivation starter list

For the customers you already earned once.

  1. Export customers who bought 9–18 months ago and have not been back.
  2. Segment by the work they had done, since the next need depends on it.
  3. Start with one offer or reminder per segment, not a general newsletter.
  4. Measure replies, not opens — the reply is the outcome.
  5. Remove anyone who asks you to stop, immediately and permanently.

These checklists work if someone has the time to run them. Most home-service teams do not — which is what the managed service is for.

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Ready for more than a checklist?

A free assessment looks at your actual calls and open estimates and shows you what is recoverable.

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