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Contractor Revenue Scorecard Open Estimate Follow-up Playbook Lead Response Checklist

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Interactive + printable checklist

Lead Response Checklist

A working checklist for the handoffs between the first call, the estimate, and a happy customer’s next opportunity.

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Free to use. No registration required.

An owner for every leadA clear next actionA thoughtful handoff

In this resource

Give every inquiry an owner Keep the context Close the missed-call loop Make booking easy to understand Prepare the estimator Agree on estimate follow-up Finish the job well Ask for honest feedback Make referrals straightforward Document future preferences

Read the related guide

In this resourceGive every inquiry an owner

Give every inquiry an owner Keep the context Close the missed-call loop Make booking easy to understand Prepare the estimator Agree on estimate follow-up Finish the job well Ask for honest feedback Make referrals straightforward Document future preferences

Read the related guide

Review the handoffs with your team.

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01 / Give every inquiry an ownerDecide who handles calls, forms, and messages, including after-hours inquiries. Have a backup when that person is unavailable.02 / Keep the contextRecord the original source, requested service, service area, and any preferences the homeowner has shared. Avoid making them repeat the same information.03 / Close the missed-call loopKeep a visible queue of unanswered inquiries. Record each attempt and the agreed next step so two people do not duplicate the same follow-up.04 / Make booking easy to understandConfirm the appointment time, who is attending, what will happen, and how to reschedule. Use the homeowner’s agreed contact channel.05 / Prepare the estimatorPass the homeowner’s questions and project context to the person attending. Make sure someone owns the estimate after the visit.06 / Agree on estimate follow-upExplain the scope, ask when to reconnect, and record the date. Respect a decision to pause or stop contact.07 / Finish the job wellConfirm that the homeowner’s questions and outstanding items have been addressed before moving the job to complete.08 / Ask for honest feedbackGive completed customers the same opportunity to leave an honest review. Do not condition the request on a positive response.09 / Make referrals straightforwardGive happy customers a clear way to introduce someone who needs your service. Ask the new person how they heard about you so the source stays visible.10 / Document future preferencesWhere relevant, ask whether the customer wants reminders about future service. Record their answer and respect a change of mind.

See how this fits the Revenue Capture System

Keep exploring

Another useful next step.

THE WEEKLY PICTURE

One group of leads. Every next step.

Interactive tool + worksheet

Contractor Revenue Scorecard

Put inquiries, appointments, estimates, and sold jobs on the same page. Find the handoff that needs a closer look.

Estimate delivered

A useful check-in

Any questions about the scope?
Happy to talk it through.

Conversation reopened

Playbook + message templates

Open Estimate Follow-up Playbook

A practical sequence and adaptable messages for estimates that have gone quiet. Clear next steps without pressure.

AUREX BUSINESS LABS

Useful thinking for the business behind the good work.

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