An accepted estimate with no start date is still an open leak.
They said yes. Nobody put a day on it. The slot stays imaginary while the team chases other still-thinkings.
Currently I would rather flag estimate accepted but unscheduled than celebrate another yes that never lands.
Where do those stuck yeses sit in your shop currently, a spreadsheet or nowhere?
Roofing / HVAC / remodeling owners:
an estimate goes quiet, can CRM actually tell you which opportunities are still worth pursuing before you contact the homeowner again?
Or is silence basically impossible to interpret until they respond?
Interested in firsthand experience.
Live transfer is the strong version.
Most shops still pass a name and a half sentence. The next person starts from zero.
Currently I would rather force the prior notes onto the next call before anybody dials.
Where does that handoff live in your shop currently, a live line or a ticket?
If you have a live contractor lead, do this.
Tristan says his strongest handoff is a call already in progress. Keep a contractor list. When someone wants pipe repair, you phone Bob, confirm he can do it, and live-transfer Michelle onto that line.
You still need leads for that move. He avoids generic capacity texts and suggests a call or visit, even if the first conversation is with the office staff.
Frame the first batch as a test, not a lead sale: we are sourcing this trade, jobs should start next month, want them for a week or two for free. Make the trial and the later payment discussion clear from the start.
After one to two weeks of consistent jobs, book a two-to-three-week review. If they are happy, say the operation has to get paid and set pay-per-lead or a monthly rental. Proof first. Pitch second.
Scaling past $100K/mo is boring work most people are too soft to do.
We went from $35K/mo in 2020 to $16M in 2023:
1. 60% margin on every project
A $10,000 content shoot gets $4,000 of resources, max. No, no, no. The other $6,000 isn't profit. You still have the finance team, the rent, the cost it took to get that client.
2. Mid-tier system, top-tier talent
Talent solves all problems. The lower your talent, the more systems you need to compensate for bad talent.
3. Test the offer on referrals before you spend a dollar on ads
Referrals should close at 60-70%. If people who got told "go work with this guy" won't buy, cold traffic definitely won't.
4. Every business needs recurring revenue
Chasing new sales every month just to pay your bills is too stressful of a business. I'd rather lose $500 on the first sale and make $25,000 off that same customer over the year.
5. Your personal brand will out-earn your company page
BAD's page gets 30 million views a month. Mine gets 2.8 million. I'm still the biggest driver of revenue for the agency, because my 15,000 views per video are heavy hitters.
The rules are boring on purpose but DO THEM anyway.
@leoonlinerw Yeah. Auto-text is the easy part. Currently the hard bit is naming who owns the next real answer before they shop around. Who has that in their shop, a person or a shared inbox?
After-hours is not a missed-call problem. It is an ownership problem.
The call hits voicemail. Nobody owns the first reply. By morning the homeowner already booked somebody else.
Currently I would rather see one named owner on after-hours than a prettier dashboard.
Who gets the alert when a lead lands after closing, anybody or nobody?
Ruby's published price: $245/mo for 50 minutes of answering.
Invoca's data: 27% of home-services calls go unanswered.
Our July check: 26 local shops, 16 with no after-hours path.
Plumbers, HVAC, electricians — what covers your 9pm call: service, AI, or voicemail?
Sending one quote is not follow-up. The quiet leak is the quote that gets accepted and never gets a start date.
Teams chase still thinking for weeks while the job slot stays imaginary.
I would track quote sent, viewed, accepted, deposit, scheduled. Then flag the ones stuck between accepted and scheduled.
How are you handling the jobs that say yes and still never land on the calendar?
Sending one quote isn’t follow-up — it’s a starting gun you never run past.
Most cleaning jobs close on touches 3–7 while you’re on a ladder.
If your “CRM” is guilt at 9pm, you’re leaking revenue.
Audit last week’s open quotes tonight.
#CleaningTips#SalesFollowUp
Estimate follow-up is usually where the “we’re growing” story gets leaky. Every open quote needs a next step and a real date, not a vague reminder. Anybody seeing that rescue the stuck yeses?
I’ve never seen a company make Google reviews the center of their universe and NOT make more money
I’ve seen them have to deal with hiring problems, volume problems, estimate follow up problems but not revenue problems
Ive been deeply involved in two separate companies that experienced massive growth in three and four years and the foot was never, ever off the throttle of Google reviews.
Foot was on the throttle and the competition was in the rear view in both instances. How important are Google reviews to you company right now?
A booked appointment is not done.
Done is when the reminder went out, the slot held, and you did not have to sit in the calendar that day.
I have one live agent on booking currently. I leave it. If I am still checking every morning, it is not done.
I'm still learning this craft as I go. Everybody is.
When a booking "succeeds" in your setup, what still needs you?
Booking already has a script in most shops. Same call. Same slot. Same reminder.
That is why it is the first job I would hand off. You can tell by Thursday if it actually got done.
I have one live agent. It books appointments. I leave it.
Same job until it finishes without me sitting in it. That is this week.
I'm still learning this craft as I go. Everybody is.
The mistake after you start is adding more. More AI software. More AI services. More API keys and bullshit.
I'm still learning this craft as I go. Everybody is.
It does the work at a person level. Business level, no. You pay monthly. If they pause it or delete it, you are stuck. There was no error code. It just is not yours.
Everybody starts with a tool. ChatGPT, Claude, Grok, whatever.
I went from marketing to AI. I did the same thing. Then I started adding more.
The thing that actually moved was one working agent on a job that already repeats. I have one live. It books appointments. That's the start.
Not a strategy deck. Not a complicated system. There are no AI experts out there. Nobody is. Everybody is learning this craft as we go.
If you could only hand off one job tomorrow, which one?
The mistake after you start is adding more. More AI software. More AI services. More API keys and bullshit.
Don't overcomplicate something. One agent. One job until it works. Then another job.
Inbox, calls, booking. One of those. Build it. Finish it. Test it. Replicate it.
I'm still learning this craft as I go. Everybody is.
I use Grok currently for the work that already repeats. One agent. I leave it until it works.
Which one is eating your week. Inbox, calls, or booking?