You closed the job. The customer is excited. Then they hear nothing for weeks while the order sits with the manufacturer, and that cold stretch is where jobs cancel and referrals dry up.

In part two of their email and SMS series, Jonathan and John pull up John's live Men With Tools account inside Builder Prime and walk through every automated message it sends. You will see the exact emails and texts that fire from the moment a job is sold, through order updates, install day, the final walkthrough, and a one-year anniversary check-in.

John explains why the system pays off. Lead times run two to six weeks, so the account keeps customers informed at every step instead of leaving them guessing. It recovers canceled jobs and books installs faster. And it turns happy homeowners into repeat and referred clients, which now drive 30 to 40% of new opportunities.

Here is what you will learn:

• The "happy email" that goes out 24 hours after a job sells, and why early expectations prevent problems later
• How John recovers canceled jobs, and why he wants cancellations sitting at 8 to 10%
• The order-status emails that keep customers calm during a two to six week lead time
• What to tell customers before install day so there are no surprises about prep or payment
• The post-install walkthrough and one-year inspection that bring customers back for more work
• Why repeat and referral clients close at over 70% and cost almost nothing to reach

If your install calendar goes cold after the sale and your referrals feel like luck, this episode gives you the follow-up system that fixes both.

Key Takeaways: 

00:00 Intro

00:16 Part Two: Inside John's Builder Prime Account

01:26 The Happy Email: Setting Expectations After the Sale

03:00 Embedding Video in Emails: The Workaround

04:06 Internal SMS Notifications and Team Reminders

04:42 Sold Job Canceled: Rehash Emails and Recovery Texts

06:02 Canceled Job Recovery Rate: 8–10% Benchmark

07:48 Order Submitted and Acknowledged: The Communication Cadence

10:24 Order Shipped and Product Received at the Warehouse

13:08 Schedule Install: Email and Text Reminders

15:06 Keeping the Warehouse Empty to Drive Install Revenue

16:02 Job Scheduled Email: Scope, Payment, and Day-of Prep

19:00 Afternoon Install Email: Managing Arrival Windows

20:40 Install Complete and Walkthrough Scheduling

22:06 Warranty Registration and Manufacturer Coverage

23:22 One-Year Anniversary Inspection and 30–40% Repeat and Referral

25:40 Referral Program: 90-Day Email Cadence

28:00 Google Reviews, Bagels, and the Customer Experience

30:28 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