Use your CRM to schedule automated follow-up emails and calls with clients at 30, 90, and 365-day intervals. Personalize the communication by referencing their specific project and asking for feedback.
How This Helps Your Business: Builds strong client relationships, increases the likelihood of repeat business and referrals, and provides valuable feedback for improving your services.
How This Helps Make Your Community Resilient: Encourages ongoing maintenance and proactive home improvements, making homes more resilient to future disasters.
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Why Automated Follow-Ups Matter More Than You Think
Most contractors underestimate how fast they become invisible. Data is blunt:
- 65–70% of new business for service companies comes from existing clients and referrals, yet most contractors stop communicating within 30 days of project completion.
- Acquiring a new customer costs 5–7× more than retaining an existing one (Bain & Company).
- Clients contacted post-project are 3× more likely to leave a review and 2× more likely to refer when asked at the right moment, not randomly.
The 30 / 90 / 365-day cadence aligns with homeowner psychology:
- 30 days is when satisfaction peaks or problems surface.
- 90 days is when maintenance and “should we do X next?” thinking begins.
- 365 days is when homeowners reassess risk, insurance, and upgrades.
From a resilience standpoint, FEMA and IBHS data consistently show that small, routine maintenance gaps compound into major losses during disasters. Follow-ups prompt inspections, sealing, fastening, and upgrades that materially reduce damage before the next storm.
Key insight for members
This isn’t marketing. It’s asset stewardship. Contractors who stay present become the default call when something breaks, floods, or burns.
Fun but true
Your CRM remembers every client perfectly. You never will. Use the machine.