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Lead Follow Up Process

  1. Enter client information into Service Autopilot
  1. Contact lead via telephone.
    1. If client answers – proceed with sales script.
    2. If no answer, UPDATE NOTES in SA accordingly and send follow up text:

Hi [Clients name]! This is [your name] from Ecoverde Maids.  I was trying to reach you because you had requested more information regarding our services. Please let me know when would be a good time to call you back so we can discuss the best options for you.

3. Call all leads at 5:00pm

    1. If client answers – proceed with sales script.
  1. If no answer, UPDATE NOTES in SA and send email:


Hello [Client name]

I hope this email finds you well.

We tried reaching you via telephone to provide you with the most suitable cleaning options for your home. Currently, we have a special offer running for up to $208.00 in savings that we can apply just for you! Let me know when you would like to schedule your cleaning services as slots are filling in quickly!

  1. Follow up the day after


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