Module 4: Automate Your Follow-Ups
AI for Contractors Course | ITech Plus | By Ric Acevedo
You send a bid. Then what? Most contractors send one estimate, maybe follow up once, and then move on. The job goes to the contractor who stayed in front of the client.
This module gives you the exact emails to send and shows you how to make them automatic.
Why This Matters (the Numbers)
Here is the math. Say you send 20 bids a month at an average of $15,000.
- Without follow-up: You close about 25%. That is 5 jobs = $75,000/month.
- With a 3-email follow-up: You close 35-40%. That is 7-8 jobs = $105,000-$120,000/month.
$30,000-$45,000 more per month. From 3 emails you did not have to write or remember to send.
What an Automated Follow-Up Looks Like
Here is what happens behind the scenes:
You send a bid
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Day 1: System automatically sends a thank-you email with bid summary
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Day 3: System sends a check-in email
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Day 7: System sends a “still interested?” email
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Day 14: Final professional follow-up
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You get a response or the lead naturally closes
Every email is professional, personalized with the client’s name and project details, and sent from your actual email address. The client has no idea it is automated.
The 7 Email Templates (Copy-Paste Ready)
Download all 7 templates. Every email is written, formatted, and ready to go. Just fill in the [BRACKETS] with your details.
Download 7-Email Follow-Up Sequence (PDF)
Quick preview of what is in the PDF:
EMAIL 1 – SAME DAY
Subject: [Project Name] – Proposal Submitted
“Thank you for the opportunity to bid on [project]. I just sent over our proposal for $[amount]. Here is a quick summary of what is included…”
EMAIL 3 – DAY 3
Subject: Quick follow-up on [Project Name]
“Just checking in on the proposal. Have you had a chance to review it? Happy to walk through the numbers…”
How to Set It Up
You have three options, from free to fully automatic:
Free method: Save the email templates as drafts. After every bid, copy-paste and schedule the sends manually. Takes about 5 minutes per bid.
Semi-automatic ($0-30/mo): Use a free customer tracking system like HubSpot. Create the sequence once. Add each new lead. The system sends the follow-ups for you.
Fully automatic: We build an automation system that triggers the entire sequence when you send a bid. Zero effort after setup.
Our recommendation: Start with the free method today. Even manual follow-ups beat no follow-ups. Upgrade to automation when you are sending more than 10 bids per month.
You Just Learned How. Want Us to Build It?
Most contractors who finish this module know exactly what they want – they just do not want to spend their weekend setting it up. That is what we do.
Book a free 30-minute call. No pitch – we will look at your specific situation, tell you what would have the biggest impact, and quote you a price. If it makes sense, great. If not, you walked away with a free expert opinion.