Where contractors
lose leads.

Follow one recent enquiry from first contact to final payment. Check each point where the next step was clear — and circle any gap worth fixing.

• Missed calls have a next step.Make your callback process clear and give customers a simple way to leave their details.
• New enquiries get a prompt reply.Check your web form, inbox and voicemail regularly. Confirm the request was received.
• Urgent requests reach the right person.Decide what counts as urgent and who receives the alert.
• Quotes don’t sit unfinished.Keep an up-to-date price list and a clear owner for each quote.
• Open quotes get followed up.Set a reminder to ask whether the customer needs anything to decide.
• Bookings make it onto one calendar.Check availability before confirming, then send the details to the customer.
• Completed jobs turn into invoices.Send the invoice promptly and set a respectful reminder for overdue payment.
• You can see what still needs attention.Review unanswered enquiries, outstanding quotes and unpaid invoices each week.