5 Automated Workflows Every Contractor Needs

Automation Amplifies the Human Touch

Automation isn't about replacing the human touch; it's about amplifying it. By automating repetitive tasks, you free up time to focus on high-value interactions. Here are 5 essential workflows.

1. The Missed Call Text-Back

If you miss a call, the system instantly texts the prospect: "Sorry we missed you! How can we help?" This simple workflow saves thousands in lost opportunities.

2. The Estimate Follow-Up

Sent a quote? An automated sequence should follow up 2 days, 5 days, and 14 days later. "Hi [Name], just checking if you had any questions about the estimate we sent over."

**Key Strategy: Persistence Pays**

80% of sales require 5 follow-ups, but 44% of salespeople give up after one. Automation ensures you never give up too early.

3. The Review Request Engine

As soon as a job is marked "Complete" in the CRM, an automated SMS goes out thanking the customer and asking for a Google Review.

4. Appointment Reminders & 5. Birthday/Anniversary Offers

Reduce no-shows by sending automated SMS and email reminders 24 hours and 1 hour before scheduled appointments. And don't forget to automate special offers on their birthday or service anniversary to drive repeat business!