AUREX BUSINESS LABS
Lead Response Checklist

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

1. Give every inquiry an owner
Decide who handles calls, forms, and messages, including after-hours inquiries. Have a backup when that person is unavailable.

2. Keep the context
Record the original source, requested service, service area, and any preferences the homeowner has shared. Avoid making them repeat the same information.

3. Close the missed-call loop
Keep a visible queue of unanswered inquiries. Record each attempt and the agreed next step so two people do not duplicate the same follow-up.

4. Make booking easy to understand
Confirm the appointment time, who is attending, what will happen, and how to reschedule. Use the homeowner’s agreed contact channel.

5. Prepare the estimator
Pass the homeowner’s questions and project context to the person attending. Make sure someone owns the estimate after the visit.

6. Agree on estimate follow-up
Explain the scope, ask when to reconnect, and record the date. Respect a decision to pause or stop contact.

7. Finish the job well
Confirm that the homeowner’s questions and outstanding items have been addressed before moving the job to complete.

8. Ask for honest feedback
Give completed customers the same opportunity to leave an honest review. Do not condition the request on a positive response.

9. Make referrals straightforward
Give 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 preferences
Where relevant, ask whether the customer wants reminders about future service. Record their answer and respect a change of mind.

Adapt this resource to your business and the homeowner's agreed contact preferences. Honor requests to stop contact.

https://aurexbusinesslab.com/resources/lead-response-checklist