Playbooks / General Contracting

General Contracting playbook

Start with what the owner already pays for, then move to the build with the clearest measured gap.

Seasonality: time your pitch

Common pattern: spring and summer remodel demand, then 'before the holidays' projects. Winter is for estimating and planning.

These are general patterns, not verified. Ask the owner for 12 months of call logs and job history and use those instead.

Suggested order

  1. Set up what you already pay for (quick win)
  2. Remodel lead intake (time saved) | Lead intake & qualification
  3. Estimate follow-up sequence | Quote follow-up
  4. Weekly client project updates | Dispatch & scheduling
  5. Project-completion reviews and referrals | Review requests
  6. Missed-call text-back | Missed & after-hours calls
General Contracting 路 Lead intake & qualification

Remodel lead intake (time saved)

Many remodel inquiries aren't a fit, and the owner spends evenings sorting through them.

General Contracting 路 Quote follow-up

Estimate follow-up sequence

Estimates take hours to write and then sit unanswered.

General Contracting 路 Dispatch & scheduling

Weekly client project updates

Clients call and text constantly about progress.

General Contracting 路 Review requests

Project-completion reviews and referrals

Big projects end, and nobody asks the happy client for a review or a referral.

General Contracting 路 Missed & after-hours calls

Missed-call text-back

The owner can't answer on a job site, and some callers move on.

All trades 路 Set up what you already pay for

Set up what you already pay for: on-my-way texts, invoice reminders, and native follow-ups

The owner pays for a job-management app but has its automations switched off.

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