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Follow-up schedule generator

Pick your trade, a typical job value band, and how fast people usually decide. You'll get an example touch-by-touch schedule with the reasoning behind the timing.

Considered purchases, some comparison shopping.

Typical planned residential work.

Follow-up must stop immediately if someone opts out, replies no, or asks not to be contacted — regardless of where they are in the schedule.

Example schedule for roofers

  1. Day 1

    Email

    Confirm the estimate arrived and offer to answer questions.

  2. Day 3

    Text

    Offer to clarify scope or materials.

  3. Day 7

    Email

    Ask if anything has changed since the quote.

  4. Day 14

    Text

    A more direct nudge — ask for a yes, no, or a timeline.

After touch 4 (day 14) with no response, stop and mark the estimate closed-lost. Leave it easy for them to reopen the conversation later.

Why this spacing

  • Sales cycle "moderate" sets the spacing: faster cycles get tighter follow-up (days apart), slower ones get more breathing room so you're not nagging someone still waiting on a permit or a loan.
  • Job size "$1,500–$10,000" sets the number of touches: bigger jobs justify a longer, more patient sequence because the decision takes more people and more time.
  • Channel alternates between email and text so the same message doesn't get buried in one inbox.
  • The schedule always ends with a clear stop point rather than following up forever.

This is an example schedule, not a guarantee of results. Stop follow-up immediately on any opt-out, do-not-contact request, or reply declining further contact.

Automate this schedule with REVYNQ.

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See pricing or read how it works for the full picture.