Free: 47-Point Contractor Marketing Checklist

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Respond to every new lead within 5 minutes78% of jobs go to the first responder. Set up instant text notifications for new inquiries.
Create a 7-touch follow-up sequenceDay 1: Text. Day 2: Call. Day 3: Email. Day 5: Text. Day 7: Call. Day 10: Text. Day 14: Final check-in.
Follow up within 24 hours of every estimate"Hey [name], just wanted to make sure you got the estimate. Any questions?" — this alone closes 20% more jobs.
Set up no-show recovery textsWhen a customer misses an appointment, send a friendly reschedule text within 1 hour.
Create win-back campaigns for cold leads30/60/90-day check-ins for leads that went quiet. "Hey [name], still thinking about that [project]?"
Save all follow-up scripts in one documentYour team should never wonder what to say. Scripts = consistency = more closes.
Track follow-up response ratesKnow which messages work and which don't. Double down on winners.

Ask for a review after every completed jobBest time: within 2 hours of completion, while they're still happy with the result.
Create a short Google review linkGo to your Google Business Profile → Share review form → shorten the URL. Send via text.
Set up automated review request texts2 hours after job marked complete → auto-send: "Thanks for choosing us! Would you mind leaving a quick review? [link]"
Respond to every review within 24 hoursBoth positive AND negative. Shows potential customers you're engaged and professional.
Have a negative review response template"Thank you for the feedback. I'd like to make this right — please call me directly at [number]."
Display reviews on your websiteSocial proof converts visitors into leads. Show your best 5-star reviews prominently.
Target 50+ Google reviewsBusinesses with 50+ reviews appear significantly more in local search results.

Ask every happy customer for referrals"Know anyone else who needs [service]? I'd love to take care of them too."
Offer a referral incentive$50 off their next service, gift card, or cash — test what works best for your market.
Create referral cards or a shareable linkMake it dead simple for them to refer. Physical cards work great for contractors.
Send a thank-you when a referral convertsText the referrer: "Hey [name], [referral] just booked! Your [reward] is on the way. Thanks!"
Partner with complementary businessesPlumber ↔ Electrician ↔ HVAC. Real estate agents are gold for every trade.
Follow up on referral asks quarterlyDon't just ask once. Check in every 3 months: "Still keeping me in mind for referrals?"

Claim and optimize Google Business ProfileFill out EVERY field. Add photos weekly. Post updates monthly. This is your #1 free marketing channel.
Add project photos to Google Business Profile weeklyBusinesses with 100+ photos get 520% more calls than those with fewer than 10.
Ensure NAP consistency across all directoriesName, Address, Phone must be identical everywhere: Google, Yelp, BBB, Angi, etc.
Have a mobile-friendly website70%+ of contractor searches happen on phones. If your site isn't fast on mobile, you're losing leads.
Add a click-to-call button on every pageRemove friction. One tap should connect them to you.
List on at least 5 contractor directoriesGoogle, Yelp, Angi, HomeAdvisor, BBB, Thumbtack, Nextdoor — more listings = more visibility.
Create before/after photo content monthlyThe highest-performing content type for contractors. Show transformations.

Create a professional estimate templateItemized, branded, with clear scope, timeline, and payment terms. First impressions matter.
Include 3 pricing tiers in estimatesGood/Better/Best options. Most customers pick the middle option, increasing your average ticket.
Have an objection-handling script"That's more than I expected" → "I understand. Let me walk you through what's included and why it's priced this way."
Present upsells at the right momentAfter completing a job well: "While we're here, I noticed your [related item] could use attention. Want me to take a look?"
Offer financing options for large jobsRemoves the "I can't afford it right now" objection. Partner with a financing provider.
Track your close rateKnow your numbers: leads → estimates → jobs. If close rate is below 30%, your follow-up needs work.

Send a welcome message after every new bookingSet expectations: what to expect, when you'll arrive, how to reach you.
Send a post-job thank you within 24 hours"Thanks for trusting us with your [project]! If anything needs attention, just text me."
Set up annual maintenance remindersHVAC tune-up, gutter cleaning, plumbing inspection — automatic texts 11 months after service.
Create seasonal service promotionsQ1: Spring prep. Q2: Summer maintenance. Q3: Fall tune-up. Q4: Winter protection. Never have a slow season.
Offer a maintenance/subscription planRecurring revenue is king. "$199/year for 2 tune-ups + priority scheduling + 10% off repairs."
Send birthday or holiday messages to past customersPersonal touch that keeps you top-of-mind. Simple text: "Happy holidays from [Company]! Here if you need us."
Track customer lifetime valueKnow how much a customer is worth over their lifetime. This changes how much you should invest to acquire one.

Set up Google Local Service AdsPay-per-lead, not per-click. Best ROI for contractors with the "Google Guaranteed" badge.
Use yard signs on every active job siteFree advertising. Every neighbor who sees your sign is a potential customer.
Door-knock or leave hangers in neighborhoods after jobs"We just completed a [project] for your neighbor at [address]. Want a free estimate for yours?"
Vehicle wraps on all work vehiclesThousands of impressions per day. One-time cost, years of advertising.
Sponsor a local team, event, or charityCommunity goodwill + your name on jerseys/banners = local brand recognition.
Post on NextdoorHyper-local social network. Recommendations here carry massive weight with homeowners.
Run seasonal email/text campaigns"Spring is here — time for your annual [service]! Book this week and save $50."

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