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Lead follow-up best practices from top sales performers

View our sales recommendations for best-practice lead follow ups.

Written by Support Team

Important: When contacting new leads via Email / SMS / Calls, lead the conversation with your own business name — by default, the ad funnel and messaging the lead saw already display your brand. Remind the lead that they filled out a form (or called) about a project in their area, and confirm a couple of details from their submission to jog their memory. In this day & age of scam calls and impulsive scrolling, specificity builds trust fast.


Speed Matters

  • Respond to new leads within 1 minute — boosts sales conversion rate by up to 391%!

  • Respond to new leads within 5 minutes — boosts lead qualification rate by up to 80%!

  • Every minute counts — homeowners often choose whoever calls first, and you should never assume that you are the only contractor they consider

  • Use automation (texts, call alerts, CRM notifications) to cut response time

Consistency Wins

  • Expect 10–15 touch points over 48 hours (calls, texts, emails, voicemail drops)

  • Mix personal outreach with automated follow-ups

  • Keep tone friendly, professional, and helpful — never pushy

  • Consider adding leads to an on-going newsletter drip campaign (sometimes homeowners are not ready right away, but staying top of mind ensures you're considered even when the purchase decision is delayed)

  • Track conversations in CRM & use for training & process improvement purposes Sales Process Over “Lead Quality”

    • Top closers don’t wait for perfect leads — they create opportunities through follow-up and close deals with offers (or reputation) that beats their competitors

    • A disciplined sales system converts even “average” leads into real appointments

    • Tracking response times and contact attempts is as important as ad performance

    • Make sure to remind the lead that they have requested to be matched with a contractor via Homeprojects.ai at X date/time

    Pro Tips from High-Performing Teams

    • Log every touch point in your CRM with notes & opportunity updates — don’t rely on memory, obsess over tracking your sales pipeline, why opportunities closed, and WHY THEY DID NOT CONVERT, to improve sales bottlenecks (ie. consistently loosing bids due to high pricing, might signal that your prices are too high for your area / your offer (& how you communicate the value of your service) may benefit from being adjusted)

    • Call first, then text immediately if no answer, use email as well in case the lead is unresponsive via SMS.

    • Use short texts like: “Hey {{first_name}}, just got your request for a new roof — when’s a good time to chat?”

    • Re-engage leads that went cold after 2–3 days with a new offer or helpful reminder that relates back to their inquiry

    • Review missed calls daily — follow up on every one as fast as possible!

    Mindset Shift

    • Lead generation gets you attention ie. traffic & signals — sales follow-up closes the deal. Focus on 'speed to lead!'

    • The fastest, most consistent teams always outperform the ones chasing “better leads, switching partners, and similar”

DISCLAIMER: My Local Ads provides qualified lead opportunities, not guaranteed sales results. Once a lead is delivered, sales outcomes depend entirely on each contractor’s pricing, availability, responsiveness, follow-up process, personality, and various other factors that are far outside the control, or scope of, My Local Ads. When contractors are unable to close more jobs from our leads, it usually means that their a) sales, b) speed to lead, or c) follow-up process need to improve. Lead generation after all is a numbers game. If you still believe that our lead quality is not serving you, please submit your request at https://support.mylocalads.co/en/ Leads can be disputed within 7 days after receiving the lead.

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