Your free checklist
The 5-Minute Follow-Up Checklist
5 simple steps so no lead or customer slips away. Start at the top. Each step takes about a minute.
Put every lead in one list
Calls, texts, emails, form fills, DMs. One spreadsheet or app with name, phone, date and what they asked.
Text back every missed call
Within 5 minutes: "Sorry we missed you! How can we help?" A fast reply wins the job.
Follow up twice
No answer? Check in again after 2 days, then after 1 week. Short and friendly.
Say thanks after every sale
One message the same day. Ask for a review while they're happy.
Check in with past customers
Once a month, send one useful tip or offer. Always include a way to opt out, like "Reply STOP to opt out."