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The Secret Email & SMS Workflow That Boosts Install Rates

An episode of the Build to Win podcast, hosted by Jonathan Weinberg & John Kolbaska, titled "The Secret Email & SMS Workflow That Boosts Install Rates" was published on October 31, 2025 and runs 37 minutes.

October 31, 2025 ·37m · Build to Win

0:00 / 0:00

Episode Description

Ever had a customer go radio silent after they signed the contract, and wondered what went wrong?

Well the answer is simple: Your follow-up (or lack thereof) might be the issue.

In this week’s episode of Build to Win, we share with you the exact systems and strategies we use to keep our clients informed, excited, and on schedule from the moment they say “yes” all the way through install, warranty, and even a one-year follow-up.

Listen now and learn:

  • What we send right after the job is sold
  • How internal texts and emails keep the whole team aligned
  • Why production updates are a goldmine for customer trust
  • How follow-ups lead to reviews, referrals, and repeat jobs
  • The sneaky-simple move that helped us close the loop post-install

… and a lot more!

Are you ready?

Let’s get into it.


Key Takeaways: 

Introduction (00:00)

The happy email (02:25)

What to do after the order is uploaded (10:34)

Always keep your customer informed (14:31)

Don’t forget about texts (17:46)

Setting expectations (19:59)

Scheduling the walkthrough (24:52)

After year after the installation (28:06)

How to create happy customers (29:03)


Additional Links & Resources:

🔥 Watch our **FREE** on-demand webinar and learn how to drive 20% net profit with systems and processes: https://www.builderprime.com/webinars/on-demand-webinar-drive-20-net-profit-with-systems-processes?utm_source=RedCircle&utm_medium=Audio&utm_campaign=18  

⚡ Learn more about us: https://www.builderprime.com/ 

📱 Connect with us on social media:

—

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!

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