Follow up Email templates

New-Lead Emails (Pre-Estimate)

Email #1 (Day 0 — Value + CTA)

Subject: Quick next step for your {{Service}}
Hi {{FirstName}},
Thanks for reaching out about {{Service}}. Here’s what happens next and how to make it easy:

  • What we’ll do: quick check, photos, straight answer on options/timing

  • What you’ll get: a clear estimate (no surprises), cleanup plan, warranty details

  • How to schedule: pick any time here → {{BookingLink}}

If you prefer phone, call/text me at {{Phone}}.
—{{YourName}}, {{Title}}, {{Company}}
{{SignatureBlock}}

Email #2 (Day 2 — Proof)

Subject: How we handle {{Service}} (photos + reviews)
Hi {{FirstName}},
If you’re comparing contractors, this may help:

  • Recent project: {{ProjectLink}} (before/after)

  • Reviews: {{ReviewsLink}}

  • What to expect: {{ProcessPageLink}}

When you’re ready, grab a slot: {{BookingLink}}
—{{YourName}}

Email #3 (Day 4 — FAQs/Objections)

Subject: Quick answers before you decide
Hi {{FirstName}}, quick answers we get a lot:

  • How long does it take? {{TimelineBlurb}}

  • What about cleanup? {{CleanupBlurb}}

  • Do you help with permits/insurance? {{PermitsBlurb}}

If you want me to look at photos before we come out, just reply to this email.
Schedule when convenient: {{BookingLink}}
—{{YourName}}

Email #4 (Day 7 — Financing/Timing)

Subject: Two ways to make {{Service}} easier
Hi {{FirstName}},
If timing or budget is the holdup, two options help:

  1. Flexible scheduling (we can hold a date)

  2. Financing options (simple application)

Want details? Hit reply or pick a time: {{BookingLink}}
—{{YourName}}

Email #5 (Day 10 — Gentle Close)

Subject: Keep this handy for when you’re ready
Hi {{FirstName}},
I’ll step back for now. Here’s a one-page overview you can save: {{OverviewLink}}.
When the timing’s right, book here: {{BookingLink}} — or text me any question.
—{{YourName}}

Estimate Follow-Up Emails (Post-Quote)

EFU #1 (Send with estimate)

Subject: Your {{Service}} estimate + next steps
Hi {{FirstName}}, attached is your estimate for {{Service}}.
Inside: scope, timeline, cleanup, warranty, and who to contact during the job.
Questions? Reply here, or grab a quick call: {{BookingLink}}
—{{YourName}}

EFU #2 (Day 2)

Subject: A quick look at timeline & cleanup
Hi {{FirstName}}, this 60-second page walks through what happens on site: {{ProcessPageLink}}
If you’d like me to walk it with you, here’s my calendar: {{BookingLink}}
—{{YourName}}

EFU #3 (Day 4)

Subject: Nearby project like yours (before/after)
Hi {{FirstName}}, here’s a recent {{Service}} in {{Neighborhood}}: {{ProjectLink}}
Note the timeline and client note at the bottom.
Questions welcome—happy to help. {{BookingLink}}
—{{YourName}}

EFU #4 (Day 7)

Subject: Two options to make this easier
Hi {{FirstName}}, we can:

  • Hold a tentative start date

  • Review financing options
    Pick what helps and I’ll set it up: {{BookingLink}}
    —{{YourName}}

EFU #5 (Day 14)

Subject: Still planning for {{Season/Month}}?
If you’re targeting {{Season/Month}}, here’s a prep checklist: {{ChecklistLink}}
Want me to reserve a slot while you decide? {{BookingLink}}
—{{YourName}}

EFU #6 (Day 21 — Final Soft Nudge)

Subject: I’ll close the loop—for now
You’ve got everything you need here: {{OverviewLink}} + {{BookingLink}}.
If plans change, reply “GO” and I’ll jump on it.
—{{YourName}}

Past-Client Reactivation

Subject: Quick seasonal check for your {{System/Area}}
Hi {{FirstName}}, just a quick seasonal check-in. If you’d like a {{tune-up/inspection}} or have a question about {{System/Area}}, reply here and I’ll take care of you.
Photos welcome. —{{YourName}} {{Phone}}