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Lead follow-up best practices from top performers

View our recommendations for sales follow ups.

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Written by Support Team
Updated over a month ago

Important: Make sure to announce your business, as well as Homeprojects.ai when contacting new leads via Email / SMS / Calls. We highly recommend reminding leads that they have requested to be matched with a contractor in their area by filling out a form on Facebook/Instagram/Google. Also confirm additional lead information with the lead to help them recall their actions. The more specific you can be, the higher your chances to convert the lead further, and gain their trust. In this day & age of scam calls and impulsive scrolling, and since we're not in the address book of the lead, this is important!

Speed Matters

  • Respond to new leads within 1 minute — boosts sales conversion rate by up to 391%!

  • Respond to new leads within 5 minutes — boosts lead qualification rate by up to 80%!

  • Every minute counts — homeowners often choose whoever calls first, and you should never assume that you are the only contractor they consider

  • Use automation (texts, call alerts, CRM notifications) to cut response time

Consistency Wins

  • Expect 10–15 touch points over 48 hours (calls, texts, emails, voicemail drops)

  • Mix personal outreach with automated follow-ups

  • Keep tone friendly, professional, and helpful — never pushy

  • Consider adding leads to an on-going newsletter drip campaign (sometimes homeowners are not ready right away, but staying top of mind ensures you're considered even when the purchase decision is delayed)

  • Track conversations in CRM & use for training & process improvement purposes

Sales Process Over “Lead Quality”

  • Top closers don’t wait for perfect leads — they create opportunities through follow-up and close deals with offers (or reputation) that beats their competitors

  • A disciplined sales system converts even “average” leads into real appointments

  • Tracking response times and contact attempts is as important as ad performance

  • Make sure to remind the lead that they have requested to be matched with a contractor via Homeprojects.ai at X date/time

Pro Tips from High-Performing Teams

  • Log every touch point in your CRM — don’t rely on memory, obsess over tracking your sales pipeline, why opportunities closed, and WHY THEY DID NOT CONVERT, to improve sales bottlenecks (ie. consistently loosing bids due to high pricing, might signal that your prices are too high for your area / your offer (& how you communicate the value of your service) may benefit from being adjusted)

  • Call first, then text immediately if no answer, use email as well.

  • Use short texts like: “Hey {{first_name}}, just got your request for a new roof — when’s a good time to chat?”

  • Re-engage leads that went cold after 2–3 days with a new offer or helpful reminder that relates back to their inquiry

  • Review missed calls daily — follow up on every one as fast as possible!

Mindset Shift

  • Lead generation gets you attention ie. traffic & signals — sales follow-up closes the deal. Focus on 'speed to lead!'

  • The fastest, most consistent teams always outperform the ones chasing “better leads, switching partners, and similar”

DISCLAIMER: Homeprojects.ai provides qualified lead opportunities, not guaranteed sales results. Once a lead is delivered, sales outcomes depend entirely on each contractor’s pricing, responsiveness, follow-up process, personality, and various other factors that are far outside the control, or scope of, Homeprojects.ai services. When contractors are unable to close more jobs from our leads, it usually means that their a) sales, b) speed to lead, or c) follow-up process need to improve. Lead generation after all is a numbers game. If you still believe that our lead quality is not serving you, please submit your request at https://support.homeprojects.ai. Leads can be disputed within 7 days after receiving the lead.

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