Operator Leverage Template Library
Done-for-you lead, follow-up, and review systems for the trades Members get instant access to all 23 items.
Run the Office
- CSR Phone Script Pack Word-for-word phone scripts for every call type a trades office takes — so whoever answers sounds like your best day, every day.
- Invoice Chase Sequences A friendly-to-firm reminder ladder that chases unpaid invoices on a schedule, so the office stops financing customers by accident.
- New-Customer Welcome Pack A done-for-you welcome pack and first-30-days sequence that makes a new customer feel like they chose a real company.
Repeat Revenue
- No-Show Prevention System A layered confirmation and reminder system that keeps homeowners home for their appointment window — and rescues the slot fast when they ca…
- Maintenance-Plan Pricing Worksheet A fill-in-the-numbers worksheet that turns your real costs into a maintenance plan price you can defend — with per-trade plan blueprints.
- Past-Customer Winback Sequences A segmented winback system that re-opens the conversation with customers you haven't served in 12+ months — without sounding desperate or s…
- Seasonal Reactivation Campaigns Ready-to-send spring and fall reactivation campaigns, written per trade, that fill the calendar from your existing customer list.
- Service-Agreement Renewal System An automated 60/30/7-day renewal sequence that keeps service-agreement customers from silently lapsing.
Reputation Engine
- Yard Sign / QR / Door-Hanger Capture Kit Turn every job site into a lead capture point with print-ready yard signs, door hangers, and QR codes that route neighbors straight into yo…
- Referral Ask System A timed, scripted system for asking happy customers for referrals — with per-trade wording and an automated follow-up workflow.
- Job-Photo Documentation SOP A before/during/after photo routine your techs will actually follow — per-trade shot lists, a 30-second filing system, and permission langu…
- Review Response Template Library Fill-in-the-blank responses for every review you'll ever get — glowing, lukewarm, unfair, and fake — plus a 15-minute weekly routine your o…
- Review Request Automation (Per-Trade Wording) An automatic, well-timed review request after every completed job — worded for your trade, with a reminder nudge and zero gating.
Close the Estimate
- Financing Conversation Scripts Plain-spoken scripts for offering monthly-payment options on big-ticket trade work — when to bring it up, exactly what to say, and what nev…
- The 'Should I Close This Out?' Breakup Sequence A respectful three-message closer for estimates that went quiet — get a yes, a no, or a clean file, and stop hauling dead quotes around in…
- Price Objection Script Pack Word-for-word responses to the ten price objections every trade hears — in person, by text, and by email — without discounting or arguing.
- Quote Presentation Templates (Good/Better/Best) Three-option quote templates for each trade that turn a scribbled number into a professional choice between packages — plus the script for…
- Estimate Follow-Up Machine (7-Day Email + SMS) A 7-day automated email + SMS sequence that follows up every estimate you send — written in your trade's voice, stopping the moment the cus…
Never Miss a Lead
- Booking Calendar Setup SOP Set up a self-serve booking calendar tuned for trade work — drive-time buffers, estimate vs. service types, and confirmations that stop the…
- GREEN/YELLOW/RED Lead Qualification Funnel A three-color triage system that sorts every incoming lead into book-now, nurture, or politely-pass in under four questions — with the ques…
- Speed-to-Lead Audit (Self-Scored) A 30-minute self-test that shows exactly where leads go cold between first ring and booked appointment — scored, with a fix for every faili…
- After-Hours Call Handling System A night-and-weekend call system that sorts true emergencies from can-wait calls and books both — without waking you up for a thermostat que…
- Missed-Call Text-Back System Install an automatic text-back that answers every missed call in under 60 seconds — with SMS scripts written in your trade's language.