How many potential clients have slipped through the cracks because you were on a job site, unable to answer the phone? If that stings, you’re not alone. This guide provides a simple, repeatable lead handling SOP for contractors—a practical lead management for contractors playbook—that helps you turn more inquiries into high-value, booked jobs with less stress and more revenue. We’ll show you exactly what to do from the first ring to your day-30 follow-up, complete with copy-and-use templates.

The Lead Handling SOP Contractors Actually Use (From First Ring to Day-30 Follow-Up)

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    How many good jobs slipped away because you were on a ladder when the phone rang?
    This post gives you the Lead Handling SOP for Contractors you can follow today—think of it as the lead management for contractors blueprint. We’ll outline the 30-day cadence and show brief script previews. The full scripts, call flows, and templates are inside our ebook: The Lead Master’s Playbook.

    Why a Lead Handling SOP Isn’t “Overkill”

    • Consistency: Every lead gets the same professional experience.
    • Efficiency: No more “Did we call them back?” chaos.
    • Higher Close Rates: Planned follow-ups beat winging it.
    • Scale: Systems survive busy seasons; memory doesn’t.
    • Clarity: Clean data tells you what’s working so you can do more of it.

    The 3 Rules That Drive Results

    • Speed: Respond fast. Treat the first 60 minutes like gold.
    • Planned Persistence: Aim for 6–8 touches across phone, email, and SMS.
    • Personalization: Reference their project, timeline, and city. Log every note.

    The 30-Day Cadence (Overview + Script Previews)

    Copy the framework. Get the exact scripts (SMS, email, voicemail, call openers, objection handles) in the ebook.

    Phase 1 — First Ring (0–1 Hour)

    Goal: Acknowledge and connect fast.
    Do: Live answer when possible → missed call task → instant SMS/email.
    Script Preview (SMS):
    “Hi {FirstName}, this is {Name} with {Company}…

    Phase 2 — First 24–48 Hours

    Goal: Book the appointment.
    Do: Call back (vary time) + short email with scheduling link + concise voicemail.
    Script Preview (Voicemail):
    “Hi {FirstName}, it’s {Name} with {Company}. We have availability for {Option A} or {Option B} to assess your {ProjectType}… [full VM stack + email templates in ebook]”

    Phase 3 — Days 4–7: Active Pursuit

    Goal: Stay top-of-mind and add value (not noise).
    Do: 2 calls • 1 value email • optional tip text.
    Script Preview (Value Email):
    “Subject: Quick tip before you choose {Material/Option}
    Hi {FirstName}, a quick guide on {Topic} that helps homeowners in {Area}… [full value templates + links and pacing in ebook]”

    Phase 4 — Day 14: Nurture Touch

    Goal: Keep it warm without pressure.
    Do: Light check-in email • move CRM status to Nurture.
    Script Preview (Email):
    “Still planning {ProjectType}? If timing changed, no rush. When you’re ready… [gentle CTA + subject line pack in ebook]”

    Phase 5 — Day 30: Re-Engagement

    Goal: Revive or close the loop.
    Do: Helpful resource or reminder • “permission to close the file” email.
    Script Preview (Close File):
    “Should I close your {ProjectType} file for now, {FirstName}? If it’s still on your list… [full variations + objection replies in ebook]”

    Tools to Make This Work (No Brand Wars—Just Requirements)

    • CRM: Stages, notes, tasks, and source tracking.
    • Auto-Messaging: Instant SMS/email on form fills or missed calls.
    • Scheduling Link: Time blocks, territory rules, confirmations.
    • Call Tracking + UTMs: See which channels drive booked jobs.

    Ready for the Full System?

    The blog gives you the framework. The ebook gives you the words and workflows:

    What’s inside The Lead Master’s Playbook:

    • 80+ ready-to-use scripts (phone openers, SMS, emails, voicemails)
    • Objection handling trees (price, timing, “got another quote”)
    • Bilingual script variants (EN/ES)
    • CRM stage map + required fields
    • Reporting pack: speed-to-lead, contact rate, set rate, proposal rate, wins
    • Team rollout kit: role ownership, SLA timers, training agenda

    Get the Lead Master’s Playbook now → turn this outline into a booking machine.

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