Construction
Homeowner update writer
Writes each client a Friday update on their job from your daily logs and site photos.
Rare
For contractors and builders
Bid follow-up rep
Follows up on every bid that hasn't been signed and tells you which clients are ready to move ahead.
- Buildertrend
- Gmail
A replay with a made-up business and made-up data, so you can see each step.
How he does it
7 steps, the same way every time, and one place where he asks you first.
- StartsEvery Tuesday and Friday at 8:00
- 1Pull open bids from BuildertrendBuildertrend
- 2Check your email for any reply on eachGmail
- 3Draft a follow-up for each in your voice
- 4Ask you first before sending the follow-upsHe asks you first
- 5Send them from your GmailGmail
- 6Update each lead's status in BuildertrendBuildertrend
- 7Text you who wants to talk or walk the job
- What you getNo open bid left without a follow-up, and a short list of clients who want to talk.
This is how he starts. On your call, our engineer shapes every step around how you work: your tools, your rules, your words.
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Turns extra work your crew flags into a priced change order, gets it signed and bills it.
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Review manager
Asks every client for a Google review when a job closes out and answers each review in your voice.