Sales
Service Business Sales Pack
Reply the same hour. Send the number the same day. Follow up twice, then stop.
6 prompts 4 automations
About this pack
I put this together for contractors and other service businesses that lose work because the estimate sits in a truck. You get the texts, the estimate email, the two follow-ups, and a Friday list. It does not pretend a CRM will close the job for you.
What's included (20 items)
First reply to a new inquiry
Answer a new lead with the next step, not a brochure.
Estimate follow-up that is not a drip
Write the one bump after an estimate, then the last one.
Price objection in your words
Answer 'you're high' without a discount you did not mean to give.
Proposal summary from the site visit
Turn your notes into the page the customer actually reads.
Won-job kickoff
Tell them what happens next, who shows up, and what you need from them.
Friday pipeline readout
Turn the open estimates into one list: call, wait, or close the file.
The inquiry hour
A new lead gets a human reply the same hour, from the person who can actually book the visit.
The estimate leaves the same day
You do not 'send it tomorrow.' The number goes out before you leave the driveway or the office.
Two follow-ups, then the file closes
Day 2 and day 7. After that the estimate is dead unless they write back.
Friday pipeline
Twenty minutes. Every open estimate gets a next action or it gets closed.
Text back within the hour
SMS, as soon as the inquiry lands
The estimate email
Email, same day as the visit
Day-2 follow-up
Email or SMS, two days after the estimate
Day-7 follow-up, then stop
Email, one week later
When they need to think about it
Spoken or email, the day they say it
When they say the price is high
Spoken on the visit, or email the same day
You won the job
Email, the day they say yes
You lost the job
Email, the day you find out
Before you send a number
If any line is blank, you are guessing. Do not send the estimate.
After they say yes
The job is not real until the deposit, the date, and the scope are in writing.
In the prompt library
This pack is for
ContractorsConsultantsAgenciesFreelancers