RERUN: The Secret Email & SMS Workflow That Boosts Install Rates episode artwork

EPISODE · May 29, 2026 · 23 MIN

RERUN: The Secret Email & SMS Workflow That Boosts Install Rates

from Build to Win · host Jonathan Weinberg & John Kolbaska

Eight to ten percent of sold contractor jobs cancel, and most go silent before they do.In this highlights episode, Jonathan Weinberg and John Kolbaska open up John's live Builder Prime account and walk through the customer follow-up system running behind every Men With Tools project. John runs three locations doing eight figures in windows and doors, with over 1,000 five-star reviews and 30 to 40% of new opportunities coming from repeat and referred clients. The system you'll see inside is what makes that math work.Inside this episode:The happy email that fires 24 hours after the contract is signedHow to fill the 4 to 6 week production window without ever going silentThe rehash recovery process that pulls back roughly 10% of canceled jobsThe install day email that pre-handles payment, alarms, and weatherThe 14-day walkthrough that surfaces repeat door and window projectsThe 365-day anniversary inspection that drives referrals years laterIf your sold board has jobs going quiet on you, this episode shows you where the leak is.Key Takeaways:00:00 Intro 00:48 The Happy Email: Setting Expectations After the Sale 02:32 Internal SMS Notifications and Referral Touchpoints 03:06 Sold Job Canceled: Rehash and Recovery 05:00 Order Submitted, Acknowledged, and In Process 08:12 Order Shipped and Product Received at the Warehouse 10:06 Schedule Install: Email and Text Cadence 12:08 Install Revenue and Keeping the Warehouse Empty 13:44 Job Scheduled Email: Scope, Payment, and Day-of Prep 16:56 Install Complete and Walkthrough Scheduling 18:48 Warranty Registration and Manufacturer Coverage 19:44 One-Year Anniversary Inspection 20:16 Referral Program: 90-Day Email Cadence 21:44 30–40% of New Opportunities from Repeat and Referral 22:08 Five-Star Reviews and the Customer Experience 23:56 Final ThoughtsAdditional Resources:🔥 Watch our FREE on-demand webinar: HERE⚡ Learn more about us: https://www.builderprime.com/ 📱 Connect with us on social media:Facebook: / builderprime  LinkedIn: / builderprime   Jonathan’s LinkedIn: / jonathanweinberg   John’s LinkedIn: / john-kolbaska-a271a757   Instagram: / builderprimecrm  —Build to Win is a podcast for contractors where we give you the tools to grow your home improvement business. Follow us wherever you listen to your podcasts!

Episode metadata supplied by the publisher feed · Published May 29, 2026

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RERUN: The Secret Email & SMS Workflow That Boosts Install Rates

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