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Handy's University Starter Kit

Estimate follow-up script

Most estimates are lost to silence, not to a competitor. Present on site when you can, then follow up on set days. After day 10, mark it declined with a reason so your close rate stays honest.

Day 0: on site

"Here are three ways we can do this, from the must-do to the full job. Which one fits what you had in mind?" If they need time: "When's a good time for me to check back in? I'll call you then."

Day 2: call

"Hi [first name], it's [your name] from [company]. I'm calling to see if you had any questions on the estimate for [job]. Did one of the options stand out?" If no answer, leave a short voicemail and send the day 2 text.

Day 2: text

"Hi [first name], it's [your name] with [company]. Any questions on your [job] estimate? Happy to walk through the options. Here's the link again: [estimate link]"

Day 5: text

"Hi [first name], just checking in on the [job] estimate. We have openings starting [day]. Want me to hold one for you?"

Day 10: email

Subject: Your [job] estimate
"Hi [first name], I don't want to keep bugging you. If now isn't the right time, no problem; I'll close this out. If you still want it done, reply here or book a time and we'll get you on the schedule. Thanks for having us out. [your name]"

Price objection

"I get it. A drywall patch is a drywall patch. What you're paying for is someone who answers the phone, shows up when we say, protects your home, and stands behind the work with a warranty. Would it help if we started with the must-do option?"

From the systems Tim Leary uses at Handy's, Salt Lake County. Adapt it to your shop. Not legal or HR advice; check employment rules in your state.

Want Tim's eyes on your shop?

30 minutes on your numbers and your next move. Or see what members get.