A simple follow-up protocol for independent trades to recover more quoted jobs—without sounding pushy.
Follow-up can slip when you’re busy on the tools.This pack provides one simple operating rule so every quote gets checked in professionally - and fewer jobs slip through the cracks.
Email follow-up track (3 messages)
SMS-only follow-up track (3 messages)
Timing guide (when to send what)
Simple tracker spreadsheet
The protocol is built around one simple operating rule:
Every quote gets 3 touches
48 hours → 5 days → 7 days (stop when they reply).
You choose the track that matches how you quote:
Email track (3 follow-ups you send by replying in the original email thread)
SMS-only track (3 follow-ups for trades who quote entirely via text)
No software. Works with what you already use.
Instant download. Set up in <30 minutes. 7-day refund.
Recovering just one additional job can pay for this pack many times over.
Copy/paste templates (Email + SMS)
Simple timing rules
Tracker sheet included
Works with what you already use
Is this software or a CRM?
No. It’s templates + a protocol + a simple tracker. It works alongside whatever you already use (Gmail, Outlook, SMS, ServiceM8, Jobber, etc.).
Will this feel pushy to customers?
No. It's written to feel professional and administrative, more like a check-in than a sales chase.
How long does it take to implement?
Usually under 30 minutes. You can start from today onwards.
Do I need a tracking spreadsheet?
It’s optional, but recommended. The tracker is intentionally simple, just enough to keep follow-up consistent and on-track.
What if my customers only use SMS?
No problem. The pack includes a full SMS-only follow-up sequence.
What’s the refund policy?
If it’s not a fit, request within 7 days for a full refund.
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