Build to Win

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


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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 signed
  • How to fill the 4 to 6 week production window without ever going silent
  • The rehash recovery process that pulls back roughly 10% of canceled jobs
  • The install day email that pre-handles payment, alarms, and weather
  • The 14-day walkthrough that surfaces repeat door and window projects
  • The 365-day anniversary inspection that drives referrals years later


If 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 1

6:56 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 Thoughts


Additional 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  

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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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Build to WinBy Jonathan Weinberg & John Kolbaska