Never Miss a Lead Again: Simple Systems for Busy Tradies

Most tradies don’t lose jobs because they’re bad at the work. They lose them between the first phone call and the final quote.

In this example post, we’ll show you how a simple, consistent process can:

• Capture every incoming enquiry
• Keep track of follow-ups without sticky notes or whiteboards
• Help you respond faster than your competitors

1. Capture every call in one place

If your leads are scattered across text messages, Facebook, email, and voicemail, it’s almost impossible to stay on top of them.

Instead, aim for one single source of truth. That could be:

• A simple shared inbox
• A CRM
• Or an automated assistant like Recoverly that logs every call and message for you

The key is that nothing lives only in your head.

2. Follow up automatically

Most homeowners get 3–5 quotes for every job. If you aren't following up, you’re giving the work to someone who is.

You don’t need to be pushy. A simple structure works:

1. Send the quote
2. Follow up 24–48 hours later
3. Follow up once more a few days after that

You can automate these follow-ups so they go out even while you’re onsite or with family.

3. Protect your evenings and weekends

Admin always seems to creep into nights and weekends.

By putting a simple system in place for:

• Capturing leads
• Sending quotes
• Following up

…you protect your calendar and still win more work.

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