Leads & quotes · $19
Never Lose a Lead Follow-Up System
An intake worksheet, a calm follow-up ladder with text/email/voicemail scripts, opt-out rules and an editable lead sheet.
For: Owners losing track of calls, texts and form leads.
Time: About 20–30 minutes to set up (estimate) · Last reviewed Oct 2026
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Quick peek
A preview excerpt, not the whole pack.
First reply (text): "Hi [NAME], it's [YOU] with [BUSINESS]. Got your message about [JOB]. I'm on a job right now — can I call you around [TIME]? Reply STOP if you'd rather I didn't text."
What's inside
- Lead intake worksheet
- Response ladder: first reply, day 1, 3, 7 checkpoints (illustrative)
- 18 text, email and voicemail scripts
- Permission and opt-out rules
- Lead sheet CSV with stage and next action
- Examples for HVAC and cleaning
Files
- System guide & scripts — Markdown (lead-followup-guide.md)
- Editable lead sheet — CSV (lead-sheet.csv)
Downloads are .md or .txt plain-text guides (open in any text editor or Markdown app) and .csv spreadsheets (open in Google Sheets or Excel).
Problems it helps with
- Leads go cold while you're on a job
- No idea who still needs a reply
- Worried follow-up feels pushy
How to use it
- Set up the lead sheet (10 minutes).
- Save the first-reply scripts in your phone.
- Log every new lead the same day.
- Check the sheet once each morning.
What's not included
- No cold outreach or bulk messaging scripts
- No software required or included
- Not legal advice on texting rules
Want me to set this up for you?
If you'd rather not do it yourself, I can handle it. No pressure either way.
Ask Richard