Copy-paste text and email sequences that turn cold leads into booked appointments. Step-by-step CRM setup guides. Used by 500+ contractors.
These templates are customized for your trade. Copy them exactly or tweak to match your voice.
Most contractors give up after 1-2 follow-ups. Research shows it takes 7+ touches to convert a lead. This sequence keeps you top-of-mind without being annoying—mixing value, urgency, and social proof across text and email.
Send within 5 minutes of lead coming in
If no response to Day 0
Provide helpful information
Share a recent success story
Create natural urgency
Simple, low-pressure touch
Position as the expert
Last direct outreach
Close the loop (often triggers response)
Our appointment-setting service includes a professional call center + automated sequences. You just show up to booked appointments.
Learn About Appointment SettingStep-by-step instructions to set up your 30-day drip sequence in your CRM.
With our appointment-setting service, we handle all the automation, follow-up, and booking. You focus on closing deals.
Learn About Appointment SettingGot leads from 3, 6, 12 months ago that went cold? Here's how to bring them back to life.
Circumstances change. The lead who ghosted you 6 months ago may have just gotten insurance approval, saved up, or had their problem get worse. You're not "bothering" them—you're showing up at exactly the right time.
Acknowledge the time gap honestly
Give them a reason to re-engage
Simple yes/no question
Respectful close-out
Export your old leads from JobNimbus, AccuLynx, or any CRM. We'll run a professional revival campaign and book the appointments that convert.
Learn About Old Lead RevivalThe first 5 minutes after a lead comes in are worth more than the next 5 days. Here's your checklist.
21x more likely to qualify if you call within 5 minutes vs. 30 minutes. 100x more likely to connect within 5 minutes vs. 30 minutes. 35-50% of sales go to the first responder. (MIT/Harvard/InsideSales research)
Set up push notifications on your phone for new leads. Most CRMs have mobile apps—enable alerts for new contacts/leads.
Try calling within 5 minutes. If no answer, immediately send the Day 0 text message. Most people won't answer unknown numbers but WILL respond to texts.
If you get voicemail, leave a short message AND send a text. The text should reference the voicemail: "Hey {Name}, just left you a voicemail about your {service} request..."
Even if you connected by phone, send the Day 0 email. It establishes credibility and gives them something to reference later.
Set up an auto-text in your CRM that fires immediately when a lead comes in. Better than nothing. Then follow up personally ASAP.
Our call center operates 7 days a week and responds to every lead within minutes. No more lost opportunities while you're on a roof.
Learn About Our Call CenterReduce no-shows by 60%+ with this simple confirmation sequence.
Most homeowners book appointments and then forget, get busy, or have second thoughts. These touchpoints keep you top-of-mind and make them feel committed. Each confirmation is also a chance to set expectations and build trust.
Confirm the details + set expectations
Reminder + reconfirm
Final confirmation + ETA
When you use our appointment-setting service, confirmation sequences run automatically. Zero no-shows, zero manual work.
Learn About Appointment Setting