What's inside
The follow-up sequence, from estimate to signature
Five windows cover the time between the estimate going out and a lead moving to a slower cadence. Each one says what to send and when.
- The five-stage sequence: same day, day 2-3, day 5-7, day 10-14, and day 14 onward.
- The four things to send at each touch point: the recap email, the financing reminder, social proof, and the updated proposal.
- What to ask when a homeowner says "We're still getting other quotes."
- The specific question to ask when it's time to close: "Does it make sense to get you on the schedule for the week of the 20th?"
- Why getting three or four inspections before a decision is normal buyer behavior.
Two pages. Keep it next to whoever follows up on estimates.