Hey I'm Jay, the guy behind CallBack Engine, based in the Tampa area. We help U.S. based service businesses capture more of their incoming leads, and turn them into secured estimates. I would love to work with you and your business! Check us out ⬇️
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A lead can get a callback and still go nowhere. Someone calls back, has a friendly chat, and hangs up without the job, the address, how urgent it is, or a good time. Now somebody has to call again just for the basics.
One option: the same four questions on every first call.
A missed call at 2:15. A web form at 9:40 PM. An info@ inbox nobody owns.
CallBack Engine follows up on the inquiries your business already gets and moves the good fits toward an estimate request your team confirms.
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@WSterlingSpace Agree on the follow-up text. Writing it was never the hard part. The part that slips is who decides it goes out on day 2 and day 5, and who notices when the customer finally texts back. That still needs an owner, AI or not.
@Sudhakarve Same pattern, different industry. Timestamping is underrated because it turns "we're pretty quick" into a number someone can actually look at. Do you track time to first reply or time to a real quote? Those two can be far apart.
Quick one for HVAC and plumbing offices. Calls ring and web forms ping somebody. Emails to info@ just sit there until someone gets around to checking. Ask your team today who opens that inbox and how often. If nobody can answer, that's where some quote requests could be waiting.
A lot of service businesses have a lead inbox nobody else can see: the owner's personal cell.
Past customers and their neighbors text it directly, and those are often the best leads in the business. They get answered whenever the owner has a free minute.
Who else can see yours?
@datamandoteth@dannypeavey Running an HVAC shop on your own systems takes real time, agreed. The part I'd guard is the front end, since a missed call in peak season costs more than any hour you save in the back office.
@wattTheHell6@vivoplt Good to hear. Asking every new customer how they found you when you close out the job is the easiest way to keep track of which of those are really coming in.
@irentdumpsters The job photo idea is a good one since techs already snap pictures on every call. Getting them to take a before and after on the way out keeps the office from hunting for photos at the end of the week.
@FrontierBDesign Paper and phone scheduling is how a lot of shops still run, so a shared calendar is a smart first step. One thing that helps is having the tech note on the job what the customer asked about, so the office isn't playing telephone later.
@Almog_halis The invoice chase is real. The tech closes the job out on his phone while the office is buried in calls, so getting the invoice out before the truck leaves the driveway fixes a lot of that.
@noahiglerSEO The signs and trucks step is the one that bites people. Customers who've seen the old name on a truck for years still look for it, so keeping the old name on invoices and in the phone greeting for a while saves a lot of confused calls.
@andywalkerhq Following up on estimates for a full week is the one most shops skip. Usually the homeowner didn't say no, they just got busy, and the guy who calls back on day four ends up with the job.
Before you decide a customer ghosted on an estimate, check something simpler. Did it actually reach them?
Wrong email, spam folder, or it went to the spouse who isn't deciding. A same-day "did it come through, anything need explaining?" settles that before anyone guesses.
@soul_zah@reasonablTchDad Text-back plus a booking link catches the people who already know what they want. The ones with a question first, like whether you'll even look at a 20 year old boiler, usually won't pick a slot. Somebody still has to call those back, and that's the list that tends to sit.
Two weeks until Thanksgiving. Worth deciding now who handles new calls and web requests Wednesday through Friday that week.
The office is usually short-handed, heating calls keep coming, and anything that lands Thursday tends to sit until Monday unless someone's name is on it.
Two missed calls and a web form from the same homeowner about the same water heater is one lead, not three.
Match the number and the job before you count. Otherwise the missed-call total looks scarier than it is, and the one person who needs a callback gets buried.