Job 14 of 17 · Outline

Follow up after door knocks or leaflets

The problem

A homeowner who showed interest at the door often forgets. A polite follow-up turns interest into a booked survey.

What AI does

AI drafts a short follow-up for homeowners who asked for a quote and agreed to be contacted. One message only: if there's no reply, you leave it there.

Time

Time: 15 minutesTools: ChatGPT, Gemini

The steps, in short

  1. Note only those who gave details and said yes to being contacted.
  2. Have AI draft a short follow-up.
  3. Send it promptly.
  4. Don't chase again if there's no reply.

A short sample prompt

I'm a roofer in [nation]. Draft a brief, friendly follow-up to a homeowner who asked me for a quote, thanking them and explaining how to arrange a survey. No pressure.

In the full playbook

  • 4 steps in full
  • The exact prompt to copy
  • A check-before-you-send list (3 points)
  • UK notes with official sources
The full playbook

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