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Local services: Lead follow-up and sales process

48 items from the moment a lead arrives to the post-job service reminder: first response, record fields, pricing and quotes, follow-up rhythm, appointment day, and handoff.

48 items6 groups18 minOctober 15, 2026

  • checklist
  • lead follow-up
  • whatsapp
  • sales process

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3 items open, 48 items in total. Members see the rest.

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In local services, leads go cold fast: on an urgent breakdown, the customer talks to whoever picks up first, and on a planned job, to whoever gives the first clear answer. This list covers every step from the moment a lead arrives to job close-out and the service reminder.

The moment a lead arrives

8 items
  • A first-response target for urgent jobs is written down (say, 5 minutes during hours), and the person on the phone is named on the shift schedule.
  • Planned-job requests get a first reply the same day, within 2 hours at the latest during business hours.
  • Missed calls are returned within 15 minutes, and if two calls don't connect, a prewritten WhatsApp message goes out.

5 items more in this group for members.

45 items more for members

This item has 48 items in total. With a membership you see all of it and copy any line in one click.

  1. Intake and record keeping8 items
  2. Price, estimate, and quote8 items
  3. Follow-up rhythm8 items
  4. Appointment day: confirmation, delays, no-shows8 items
  5. After the job and handoff8 items
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The same item for other industries

This item has a separately written version for 31 other industries. If you work with them too, open their version.

Local services page

  • Copy template15 min

    15 copy and message templates for local services

    Meta ad: availability

    Need {SERVICE} in {DISTRICTS}? Call us or send a photo on WhatsApp. Our hours: {HOURS}. We give you the price before we start, and we don't do extra work without your OK.

    15 templates · 4 groupsMembers only

  • Script14 min

    6 on-site Reels scripts and 3 call scripts

    0-3sReels 1: Walking-in routine (20s)

    At the door, shoe covers going on. On screen: '3 things we do when we enter your home'

    9 scripts · 2 groupsMembers only

  • Message template25 min

    WhatsApp and DM replies

    First reply: urgent problem

    Hi, {NAME} from {COMPANY}. Safety first: if water is running, shut the main valve; if it's electrical, switch off the breaker; if you smell gas, close the gas valve and call 187. So I can help quickly: 1. Which district and neighborhood are you in? 2. Can you send a photo or a 10-second video of the problem? 3. Which floor are you on, and is there an elevator? Once I have those, I'll send the nearest open time and a price range.

    20 templates · 5 groupsMembers only

  • Checklist20 min

    36-point marketing checklist for local services

    • Profile verified; for a business that goes to customers, the address is hidden and a service area is set.
    • Primary category matches the most common job; additional categories are limited to real services.

    36 items · 6 groupsMembers only