Lost-lead nurture
Lost-lead nurture
The quotes that went quiet, and the customers who are due, get a message from you.
A quote with no reply gets one plain follow-up after a few days and one more a week later, then it stops. Past customers with a job that has a clock on it, a boiler service, a landlord certificate, an EICR, get a reminder when it is due. This is the work most trades never get round to, and it is where the easiest jobs are. Running today for LMB Plumbing & Heating, Renovolt Electrical and TLB Plumbing & Heating.
Word for word
A quiet quote, one plain follow-up, a booked job.
Renovolt Electrical’s flow for an EV charger quote that got no reply for five days. Reconstructed with the customer’s details changed.
1
The quote goes quiet
Sent on Tuesday, no reply by Sunday. The customer was away. Most quiet quotes are not a no, they are a life.
2
One follow-up, from Aled
Did it land, any questions, happy to talk it through. No pressure, no discount, no countdown.
3
The reply goes to booking
A yes is handed to the booking assistant, which offers real slots from Aled’s diary.
4
Booked
Slot chosen, confirmation sent, Aled notified to confirm the charger model. A £1,180 job that was sitting in a folder.
5
If there had been no reply
One more message a week later, then the quote is marked not ready and nobody chases them again.
The same two-message rule runs for LMB Plumbing & Heating and TLB Plumbing & Heating.
What sends a message
Every message has a reason and a stop.
Nothing texts forever. This is the whole list.
Trigger
When
Then
Quote with no reply
5 days after sending
One more at 12 days, then it stops
Second follow-up
12 days after sending
Marked not ready, stops
Boiler service due
11 months after the last
One on the month, then stops
Landlord gas certificate due
11 months after the last
One on the month, then stops
EICR due
4 years 10 months after the last
One on the month, then stops
STOP received
Any time, any channel
Everything stops, for good
Intervals are set per trade with you. A chimney sweep, a gutter clean, a PAT test all fit the same rule: one reminder a month before, one on the month, then silence.
The setup
What we do to switch it on.
An hour with you and your last year of invoices.
Your quotes in one place
Every quote logged with the date, the amount and the job, from the CRM or from a spreadsheet export. The follow-up runs from that date.
Last job dates
From your invoices or your diary. Anything we cannot date is left alone. From the first booked job onwards every date is recorded automatically.
Your repeat services
Which jobs come round again and how often. Boiler service yearly, EICR five yearly, whatever your trade repeats.
Your wording
The follow-ups and the reminders in your words, signed with your name, read by you. No discounts, no countdowns, no pressure lines.
The exclusions
Personal contacts, suppliers and anyone who has ever said STOP are excluded before it is switched on. Daytime sending only.
The count
Quotes recovered, reminders booked, and what they were worth, on the monthly report. This is usually the cheapest work in the whole system.
What's in it
Quote follow-up, due-date reminders, and the stop rules.
Got questions