Free playbook

Stop losing leads in the next 7 days

Copy the exact automations and scripts we deploy for service businesses so every new lead gets a fast, consistent follow-up.

  • Day-by-day checklist to plug the biggest leaks first
  • Prewritten SMS, email, and voicemail drops for the first 72 hours
  • Routing map that shows who owns each response (and when)

Built for: contractors, home services, real estate, and any owner-led team juggling phones, forms, and ads.

Send the playbook to your inbox

Drop your details and we'll email the PDF plus a bonus Loom walkthrough that shows the automations firing live.

No spam - just the playbook and an optional follow-up checklist.

What's inside

The three systems you'll install this week

Fast call deflection

Templates and automations that text back missed calls in under a minute and route urgent leads to the right person.

After-hours coverage

Simple phone tree + SMS rules so evening and weekend inquiries get answers, not voicemail.

24-hour follow-up rhythm

Done-for-you sequences that nudge new leads, quotes, and no-shows without sounding robotic.

Visibility dashboard

Scorecard template that logs response times, contact rate, and booked jobs so you can track impact daily.

Playbook walkthrough

Follow the day-by-day rollout

Each chapter gives you the exact copy, automation logic, and owner scorecard so you know what to do and what to measure.

  1. 1

    Day 0: Map your lead path

    Audit phone, form, and ad sources with our worksheet, then plug in the routing matrix that ships with the guide.

  2. 2

    Day 1-3: Automate first responses

    Deploy the missed-call, after-hours, and web-form reply templates. Copy/paste the Zapier/Close CRM blueprints to wire them up.

  3. 3

    Day 4-7: Layer follow-up & reporting

    Activate the 24-hour nurture sequence, assign daily tasks to reps, and use the dashboard tabs to monitor contact rates.

Proof it works

Teams using this playbook

"Weekend shoppers stopped ghosting us - calendar fills itself now that texts go out in under a minute."

- Carlos, Roofing

"I finally see response times and who owns the next call. The scorecard alone was worth the download."

- Maya, HVAC

"Simple scripts, clear steps, and everything plugged right into Close CRM. We booked 31% more showings."

- Trevor, Real Estate

Grab the playbook and patch your lead leaks

Download the systems we use for clients, then schedule a walkthrough if you want us to wire it up for you.