Masterlist

Stay in touch with customers so they remember you exist when they need work done. Most of your competition never follows up, which means you win repeat business just by staying in contact.

• Follow Up on Recent Jobs
  Check that customers are happy after you finish their work. Catching problems early stops them from turning into bad reviews or legal headaches.

  • Call This Week's Customers
    Phone everyone whose job you completed in the past 7 days. Ask if everything's working right and if they're satisfied. A quick call shows you care about quality.
  • Ask for Feedback
    Find out what went well and what could've been better. Real feedback helps you improve, and customers appreciate being asked their opinion.
  • Fix Any Issues
    If someone mentions a problem, write it down and schedule a time to make it right. Fixing issues fast prevents them from becoming complaints all over the internet.
  • Request Online Reviews
    When customers say they're happy, ask them to leave a Google or Facebook review. Positive reviews bring in new customers who trust what others say more than your advertising.
• Send Appointment Reminders
  Remind people about upcoming appointments so they don't forget and waste your time. Reminders cut no-shows by more than half.

  • Check Next Week's Calendar
    Look at your schedule for the coming week and make a list of every appointment with customer names, times, and addresses.
  • Contact Each Customer
    Call or text everyone 1-2 days before their appointment to confirm they're still good for the scheduled time. Ask them to let you know if they need to reschedule.
  • Get Special Instructions
    Ask about gate codes, parking, or anything you need to know before showing up. Getting this info ahead saves you from standing outside unable to access the job.
  • Update Your Schedule
    If anyone reschedules, update your calendar right away and try to fill the empty slot with another customer. Don't leave gaps in your day that cost you money.
• Reach Out to Past Customers
  Contact people you haven't worked with recently to stay on their radar. Most customers don't call because they forgot about you, not because they don't need service.

  • Pull Up Old Customer List
    Look through your records for customers you haven't heard from in 6-12 months who used to call you regularly. Make a list to contact this week.
  • Send Friendly Check-In
    Call, email, or text these customers just saying hi and asking how they're doing. Remind them you're available if they need anything.
  • Suggest Seasonal Service
    Mention services that make sense for the current season, like AC tune-ups before summer or gutter cleaning before fall. Give them a reason to book now.
  • Share Current Promotions
    If you're running any deals or discounts, let past customers know. Everyone likes saving money, and a good offer gets people to pick up the phone.
• Update Customer Records
  Keep your customer database current so you can actually reach people and remember what you did for them. Good records make you look organized and professional.

  • Add New Customers
    Enter contact info and service details for anyone new you worked with this week. Include notes about their property, preferences, or anything special you should remember.
  • Update Contact Info
    If customers mentioned new phone numbers, emails, or addresses, fix your records now. Old info means you can't reach them for future work.
  • Log Service History
    Write down what work you did, what equipment you serviced, and when they should call for the next service. This history helps you make better recommendations.
  • Set Follow-Up Reminders
    Tag customers who need specific follow-up like annual maintenance or warranty check-ins. Setting reminders now prevents losing repeat business because you forgot.
• Respond to New Inquiries
  Get back to people asking for quotes or information as fast as possible. Quick responses win jobs because most of your competition takes days to return calls.

  • Return All Voicemails
    Call back everyone who left a message, preferably within a few hours. Even if you're busy, a quick call to acknowledge them and schedule a callback shows you're on it.
  • Answer Emails
    Reply to customer emails with clear info about your services, when you're available, and what happens next. Professional responses help you stand out.
  • Send Price Quotes
    For people requesting estimates, gather what you need and send a clear, itemized quote. Detailed quotes show you know what you're doing and help customers understand the value.
  • Follow Up on Quotes
    Contact customers who got quotes but haven't scheduled yet. Ask if they have questions and find out if they're still interested or went with someone else.