When to use SMS consent follow-up templates
Use this page when a lead left a phone number in a form, voicemail, chat, Google Business Profile message, or referral note and your team wants to text without guessing at consent or next steps.
- Best fit: plumbers, HVAC companies, roofers, landscapers, cleaners, med spas, consultants, and property-service teams that receive phone-number leads.
- Human review rule: confirm the source of the number, consent language, approved texting platform, opt-out wording, emergency routing, service area, and any state/industry rules before sending.
- Stop rule: send only the consent request or one approved service follow-up plus one final close-the-loop note; stop immediately on STOP/opt-out, wrong number, complaint, legal/privacy concern, or no response after the final check-in.
Template 1: permission-first text
Use when: the lead provided a phone number, but the form did not clearly say they agreed to SMS follow-up.
Hi [First Name], this is [Name] from [Business]. We received your request about [service]. Is it okay if we text you here about this request? Reply YES and we can send the next step, or call us at [approved phone] if you prefer. Reply STOP to opt out.
Template 2: consent confirmed, ask one qualifier
Use when: the lead has opted in or the original source clearly allows SMS about this specific request.
Thanks, [First Name]. To route this correctly, please reply with [one qualifier: ZIP/address, preferred callback window, photo if safe, or short issue summary]. We will review before confirming price, timing, or diagnosis.
Template 3: wrong number or unclear identity
Use when: the number may be wrong, shared, or imported from an old CRM record.
Hi, this is [Business]. We may have the wrong number for a recent [service] request. If this was not you, sorry about that — reply STOP and we will not text again. If it was you, reply with the best callback window.
Template 4: one final SMS follow-up
Hi [First Name], checking once more on your [service] request. If you still want help, reply with [one easy next step]. If not, no action needed and we will close the loop. Reply STOP to opt out.
CRM labels for SMS follow-up
- Consent status: SMS consent unknown, requested, confirmed, opted out, wrong number, phone-only preferred.
- Lead source: missed call, web form, live chat, Google Business Profile, DM, referral, old CRM record.
- Risk flags: emergency/safety, warranty/refund, payment dispute, medical/legal/privacy, minor/customer identity unclear.
- Next owner: dispatcher, office manager, estimator, owner review, emergency phone route, do-not-contact closeout.
AI summary prompt for SMS consent follow-up
Copy/paste prompt:
You are helping summarize a local service lead before SMS follow-up. Use only the facts provided. Do not invent consent, price, availability, diagnosis, warranty coverage, legal advice, or urgency. Return: lead source, whether SMS consent is clear/unclear/opted out, requested service, location clues, one safest next question, approved reply draft, CRM labels, opt-out wording needed, and human reviewer. If consent is unclear, the first draft must ask permission before discussing service details. If the lead includes STOP, wrong number, complaint, legal/privacy, payment dispute, medical, safety, or emergency issues, say STOP: human manager review required.
Where this fits in the lead-response system
This SMS consent workflow pairs with the missed call text-back templates, Google Business Profile message templates, free speed-to-lead swipe file, and Local Lead Rescue System. The point is not to text every lead more often; it is to text only when consent, context, and human review are clear.