HighLevel for remodeling contractors

Most callers who reach voicemail ring the next remodeler on the list. A text inside a minute keeps the job yours until you can call back.

Trigger

Call Details (HighLevel’s call trigger). Add two filters: Call direction is Incoming, and Call status is no-answer or voicemail.

Steps

1. Send SMS: the text below.
2. Create/update opportunity: your pipeline, stage New lead.
3. Send internal notification: to you or whoever is on call.

Message

Sorry we missed your call! This is {{location.name}}. Are you planning a kitchen, bathroom or other remodel? Text back and we’ll call you shortly. Reply STOP to opt out.

Older HighLevel guides call this trigger Call Status.

The first business to reply usually gets the job. This answers every form at once, day or night, and tells you who to call.

Trigger

Form Submitted. Filter: your quote request form.

Steps

1. Create/update opportunity: your pipeline, stage New lead.
2. Send SMS: the text below.
3. Send email: the email below.
4. Send internal notification: the alert below.
5. Add task: “Call back within 5 minutes”, assigned to whoever takes new leads.

Messages

Hi {{contact.first_name}}, thanks for contacting {{location.name}}. We got your project details and will call you shortly to set up a consultation. Reply STOP to opt out.

Hi {{contact.first_name}},

Thanks for reaching out to {{location.name}}. Your project details are in, and we’ll call you shortly to set up a consultation.

Photos of the space and any inspiration pictures you love help us come prepared, so feel free to reply with a few.

Talk soon,
{{location.name}}

New remodeling lead: {{contact.name}}, {{contact.phone}}. Call within 5 minutes.

Most quotes are not a “no”, they are a “not yet”. Three polite nudges over ten days win back jobs that would otherwise go quiet, and they stop the moment the customer says yes.

Trigger

Pipeline Stage Changed. Filter: stage is Estimate sent.

Steps

1. Wait: 2 days.
2. If / else: the opportunity is still in Estimate sent. If not, end here.
3. Send SMS: first text below.
4. Wait: 3 days.
5. If / else: still in Estimate sent.
6. Send email: the email below.
7. Wait: 5 days.
8. If / else: still in Estimate sent.
9. Send SMS: last text below.

Messages

Hi {{contact.first_name}}, it’s {{location.name}}. Did you get a chance to look over your estimate? Happy to walk through any part of it.

Hi {{contact.first_name}},

I wanted to follow up on the estimate we sent. If you’d like to adjust the scope, the finishes or the timing, reply here and we’ll rework the numbers with you.

Ready to go ahead? Reply YES and we’ll set up the next step.

Thanks,
{{location.name}}

Hi {{contact.first_name}}, should we keep your estimate open? Reply YES to move forward, or let us know if anything has changed.

A wasted trip costs you a morning. A confirmation and two reminders cut no-shows, and give the customer an easy way to reschedule.

Trigger

Customer Booked Appointment. Filter: your consultation calendar.

Steps

1. Send SMS: confirmation below.
2. Wait: choose “Until a scheduled date/time” and set it to 1 day before the appointment.
3. Send SMS: day-before reminder below.
4. Wait: “Until a scheduled date/time” again, set to 2 hours before the appointment.
5. Send SMS: same-day text below.

Messages

You’re booked! {{location.name}} will meet you for your consultation on [appointment date and time]. Reply here if you need to change it.

Reminder: your remodeling consultation with {{location.name}} is tomorrow at [appointment time]. Have any measurements, photos or ideas ready if you like.

We’re on schedule for your consultation today at [appointment time]. See you soon! {{location.name}}

Where a text says [appointment date and time], insert HighLevel’s appointment merge field from the message editor’s merge-field menu.

People choose the business with the most recent reviews. Asking every happy customer, every time, is the cheapest marketing a trade business has.

Trigger

Pipeline Stage Changed. Filter: stage is Job complete.

Steps

1. Wait: 2 hours.
2. Send review request: HighLevel’s built-in review request (set your Google review link under Reputation first).
3. Optional second workflow: trigger New Review Received, step Send internal notification, so you can reply to every review the same day.

Message

Thanks for choosing {{location.name}}, {{contact.first_name}}! If you love your new space, a quick Google review would mean a lot to our team: [your review link]

A few months after a project the dust has settled and the homeowner is proud of it. It is the right time to ask for a referral, and about the next room.

Trigger

Pipeline Stage Changed. Filter: stage is Job complete.

Steps

1. Add contact tag: past-customer.
2. Wait: 3 months.
3. Send SMS: the text below.
4. Wait: 7 days.
5. Send email: the email below.

Messages

Hi {{contact.first_name}}, it’s {{location.name}}. How are you enjoying the new space? If another project is on your list, or a friend is planning one, we’d love to help. Reply anytime.

Hi {{contact.first_name}},

It’s been a few months since we finished your project, and we hope you’re loving it. If there’s another room on your list, or you know someone planning a remodel, reply here and we’ll take it from there.

{{location.name}}