Best fit: cleaners, landscapers, HVAC, plumbing, roofing, pest control, painters, remodelers, handyman services, and other local operators who want a simple post-job follow-up rhythm.
Use this before sending any template
- Confirm the job status, customer name, service type, invoice status, and whether any issue is already open.
- Send from the business number or email the customer already recognizes.
- Do not pressure customers for reviews before confirming the work is complete and acceptable.
- If the customer mentions a problem, stop the review/referral ask and route the issue to a human owner.
1. Same-day completion check-in
Hi [First Name], this is [Name] from [Company]. We finished [service/job] today. Please reply here if anything looks off or if you have a question after looking everything over. Thanks again for choosing us.2. Care instructions plus support path
Hi [First Name], quick note after today’s [service]: [1-2 care instructions or next steps]. If anything seems unusual, reply with a photo or a quick description and we’ll point you in the right direction.3. Issue-recovery reply when the customer is not satisfied
Thank you for telling us, [First Name]. I’m sorry this did not land the way it should. I’m sending this to [owner/manager] now. We’ll review [issue] and get back to you by [timeframe] with the next step. Please do not worry about repeating the details — your message is in the job notes.4. Review request only after satisfaction is confirmed
Hi [First Name], glad to hear everything looks good. If you’d be comfortable leaving a short review about your experience with [Company], it helps other local customers find us: [review link]. No pressure either way — we appreciate the chance to help.5. Referral nudge for happy repeat customers
Thanks again, [First Name]. If a neighbor or friend ever asks who helped with [service], you can send them this link or have them mention your name: [booking/contact link]. We’ll take good care of them.6. Seven-day warm follow-up
Hi [First Name], checking in one week after [service]. Is everything still working/looking the way it should? If yes, no need to reply. If something needs attention, send us a note here and we’ll help route it.Simple CRM labels to track
- completed-check-sent — same-day message sent.
- customer-confirmed-happy — safe to ask for review/referral.
- issue-opened — stop promotional asks and assign a human owner.
- review-request-sent — avoid repeated asks.
- seven-day-check-sent — final warm follow-up sent.
AI prompt to personalize safely
You are helping draft a post-job follow-up for a local service business.
Business: [company]
Service completed: [service]
Customer status: [happy / unknown / issue reported]
Known facts: [only confirmed facts]
Message goal: [completion check / care instruction / issue recovery / review request / referral nudge]
Tone: friendly, brief, no pressure.
Draft one SMS under 420 characters and one email under 120 words.
Rules:
- Do not invent service details, guarantees, discounts, or customer praise.
- If the customer status is unknown, do not ask for a review yet.
- If an issue is reported, apologize briefly, route to a human, and do not make promises beyond the confirmed next step.
- Include a human review checklist before sending.For a fuller first-response and follow-up workflow, start with the free AI lead response quickstart and the Lead Response ROI Mini-Calculator. The paid Local Lead Rescue System expands this into lead response scripts, stale follow-up, and local-service workflow templates.