A field guide for residential contractors
You know your trade. Get to know the journey around it, from the first inquiry to the next booked job.
Practical tools. Useful ideas. Yours to put to work.
Find your starting point
Start with one priority service. Connect each inquiry to its original source so your team knows where opportunities begin.
Open the practical resource01 / The working library
Useful on Monday morning. Free tools to open, adapt, and use with your team.
Browse the libraryPut inquiries, appointments, estimates, and sold jobs on the same page. Find the handoff that needs a closer look.
Open resourceA practical sequence and adaptable messages for estimates that have gone quiet. Clear next steps without pressure.
Open resourceA working checklist for the handoffs between the first call, the estimate, and a happy customer’s next opportunity.
Open resource02 / The Aurex Revenue Capture System
Four connected habits. One better customer journey.
Attract the right inquiries.
Illustrative workflow01 / Capture
Make it clear who you help, what you do, and how a homeowner can take the next step.
Start with one priority service. Connect each inquiry to its original source so your team knows where opportunities begin.
02 / Convert
Connect the first response to a real conversation, an appointment, and a clear estimate.
Choose an owner for every new inquiry. Make the next action and appointment details easy for both your team and the homeowner to find.
03 / Recover
Follow up on open estimates with context, useful answers, and respect for the homeowner’s timing.
An unanswered estimate needs a useful check-in. Agree on when to reconnect, document the answer, and stop when asked.
04 / Compound
Make reviews, referrals, and the next service a thoughtful part of the customer experience.
Confirm the work is complete, ask for honest feedback, and record the customer’s preferences for future contact. Make the handoff part of your checklist.
Our point of view
A note from Aurex Business LabsThe handoff matters
as much as the hello.
Which inquiries became conversations? Which estimates need attention? What happened after the work was done?
We connect marketing to the day-to-day work of running a contracting business. Clear definitions. Useful processes. Evidence you can follow.
Get to know Aurex03 / From the notebook
Connect each inquiry to an opportunity, then reconcile appointments, estimates, sold jobs and collected revenue. A shared set of stage definitions makes the numbers useful.
Cost per lead measures inquiries. Cost per sold job measures the cost of winning work. Use both, with job margins and collection timing, to judge acquisition economics.
Give every open estimate an owner, a next step and a reason for follow-up. Use helpful conversations to resolve decisions, then stop when the homeowner declines or opts out.
A useful next step
Start with a worksheet, a checklist, or a better question.
