Free resource · Templates

5 follow-up templates trades owners can copy in 30 seconds

Plug-and-play SMS and email scripts for the five moments that decide whether a lead books or disappears — text-back, after-hours response, quote follow-up, review request, and booking confirmation.

Most leads go cold in the first hour. These are the templates that close the gap — the actual copy trades owners are sending right now to recover missed calls, confirm bookings, and turn one job into a five-star review.

SMS

Missed-call text-back

Fire within 60 seconds of a missed ring — acknowledges the call, names the next step, and asks if now's still good.

Hi {first_name} — this is {company}. Just saw we missed your call. We can get you on the schedule for a {time_window} window. Does that still work for you?
Tip: Keep it under 160 characters and send before any other channel. Personalize with the lead's first name from your CRM — generic "we missed your call" texts convert 3× worse.
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SMS Email

After-hours lead response

Hits within minutes of a 7pm+ missed ring — SMS confirms you're awake, email handles the longer answer.

SMS:
Hey {first_name} — got your message after hours. We triage calls 24/7 and can have someone call you back within 15 min. Reply YES and I'll lock in the slot.

Email subject: Got your message — we'll have an answer in 15 min
Hi {first_name},

Thanks for reaching out to {company} tonight. Even though the office is closed, our on-call team is on it.

Here's what happens next:
  1. We'll text you within 15 minutes to confirm what you need
  2. If it's an emergency, we'll dispatch tonight
  3. Otherwise, we'll get you booked for the earliest open window tomorrow

Reply directly to this email or text back — either works.

— The {company} on-call team
Tip: Send the SMS first. Only send the email if the lead doesn't reply within 15 minutes — that way the SMS is the voice, and the email is the safety net.
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Email

Quote follow-up

Send the day after the in-home estimate — restates the number, frames urgency, and makes booking one click easy.

Subject: Your {service} estimate — next steps

Hi {first_name},

Thanks for letting us into the home yesterday. Quick recap on what we quoted:

  • Job: {job_description}
  • Total: ${quote_amount}
  • Slot held: {held_until_date}

That slot is held until {held_until_date} — after that we open it back up to the next caller.

To book: tap below and pick the time that works.

  → [Book my slot]({calendar_link})

If anything's changed or you want to talk through the options, just reply to this email.

— {owner_name}, {company}
Tip: Include a one-line summary of the quote in plain English (not the line-item spreadsheet) and a single calendar link — every extra click drops your booking rate about 20%.
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SMS Email

Review request

Fire ~2 hours after the truck pulls away — thanks the customer and points them straight at your Google listing.

SMS:
Thanks for trusting {company} with your {service} today, {first_name}. If we earned 5 stars, a quick Google review means the world to a small crew like us: {google_link} — and thanks again!

Email subject: Quick favor? 30 seconds of your time
Hi {first_name},

Thanks for letting us handle your {service} today. Hope everything's running smoothly.

If we did right by you, a quick Google review would mean the world — it takes about 30 seconds and it helps a local crew like us more than you know.

  → [Leave a Google review]({google_link})

If anything's off, just hit reply and we'll make it right.

— {owner_name}, {company}
Tip: Send via SMS for fast-turnaround trades (drain clears, water-heater swaps). Use email for higher-ticket jobs where the customer wants to think about what they got.
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SMS Email

Booking confirmation

Sent the moment the booking lands — confirms the time, names who's coming, and gives the prep checklist.

Email subject: You're booked — {job_date} at {time_window}

Hi {first_name},

You're locked in. Here's the rundown:

  • Job: {service}
  • Date / time: {job_date}, {time_window}
  • Who's coming: {tech_name}
  • Address on file: {service_address}

Before we arrive:
  • {prep_note_1}
  • {prep_note_2}
  • We'll text 30 min before we pull up

Need to reschedule? Just reply — no fee if you give us 24 hours.

— {company}

SMS (sent 24h before):
Reminder: {company} is swinging by tomorrow between {time_window}. Reply HELP if anything's changed and we'll sort it out.
Tip: Send the email confirmation immediately after booking, then a 24-hour reminder SMS the day before. Drops no-shows by roughly half.
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