Contractors
The Contractor Automation Playbook
Overview
Residential and commercial contractors lose leads to slow response times and lose revenue to inconsistent follow-up. This playbook covers the automation system that captures every lead and converts more quotes for GTA contractors.
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Phase 1: Lead Capture and Immediate Response
- Set up multi-channel lead capture (website form, Google Business, social media)
- Configure 90-second automated acknowledgment with qualification questions
- Build lead routing to the owner or estimator based on job type
- Set up Jobber or similar field service software integration
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Phase 2: Quote Follow-Up Sequence
- Configure automatic quote delivery with e-signature option
- Build a 5-touch follow-up sequence over 14 days
- Set up quote expiry reminders
- Create a lost quote re-engagement sequence at 30 days
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Phase 3: Job Scheduling and Coordination
- Automate job confirmation and scheduling notifications
- Configure pre-job preparation reminders for clients
- Set up crew assignment and job detail distribution
- Build post-job completion and invoice trigger
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Phase 4: Invoice and Payment Automation
- Configure automatic invoice generation upon job completion
- Set up payment reminder sequences
- Build review request automation after payment
- Create referral request sequence for satisfied clients
Implement This Playbook for Your Business
Book a free Automation Audit and we will customize this playbook for your specific workflows and tools.
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