Complete Missed-Lead Recovery SOP
Use the 60-second acknowledgement, qualification questions, urgent routing rules, seven-day cadence, scripts, calculator, and printable manager checklist.
Open the complete SOP →Practical systems before software
Free, plain-English operating procedures for roofing, HVAC, plumbing, electrical, and other home-service teams. Give every lead an owner, a next action, and a clean human handoff.
Lead response and follow-up
Use the 60-second acknowledgement, qualification questions, urgent routing rules, seven-day cadence, scripts, calculator, and printable manager checklist.
Open the complete SOP →Define the first five minutes after a form, chat, or ad lead arrives and prevent inquiries from disappearing into a shared inbox.
Open the complete SOP →Assign ownership, schedule useful touches, respect contact preferences, and escalate replies to the right person.
Open the complete SOP →Confirm the date, arrival window, access details, and homeowner expectations before the truck rolls.
Give missed appointments a same-day route back to the calendar without relying on somebody remembering.
Ask at the right moment, stop when appropriate, and track results without turning a good customer experience into spam.
Use the free Follow-Up Leak Audit to score five stages of your current process and identify the weakest point.