The Missed Calls & Forgotten Quotes Checklist

By Kevin Graham, SMB AI Partners · Free · Takes 10 minutes

Calls

• When I can't pick up, the caller gets a text back within a minute.
  Plenty of people who hit voicemail never leave one. They just call the next name. A quick text keeps them with you.
• My voicemail tells people when I'll call back.
  "I'm on a job, I'll call you back by 5" beats a generic greeting every time.
• I return every missed call the same day.
  The next morning, they may have already booked someone.
• After-hours calls get a reply before 9 the next morning.
  Evenings and weekends are when homeowners finally have time to call.

Quotes

• Every quote gets a follow-up within 2 days.
  A simple "Did it come through? Any questions?" is not pushy. It's service.
• I follow up at least twice before I let a quote go.
  People get busy and forget. A second nudge often wins the job.
• I know how many quotes I sent last month, and how many became jobs.
  If you don't know the number, you can't tell if follow-up is working.

Getting found

• My Google Business Profile has the right hours, phone number and service area.
  Wrong hours send people to a competitor before they ever call.
• I reply to every Google review, good or bad, within a week.
  Future customers read your replies as much as the reviews.
• I ask every happy customer for a review, the day the job is done.
  That is when they are happiest, and most likely to do it.

What your score means

• 8 to 10: You're in good shape. Pick one empty box and fix it this week.
• 5 to 7: You're leaking jobs. Start with the Calls section. It's usually the fastest win.
• 0 to 4: Calls and quotes are slipping away every week. The good news: most of these can run on their own once they're set up.

Want a second set of eyes?

I'll go through this with you for free, look at your Google profile and how your calls get handled, and tell you the one or two fixes worth doing first. No pitch if it isn't a fit.

Print this checklist