RERUN: The Secret Email & SMS Workflow That Boosts Install Rates
23m | May 29, 2026Eight to ten percent of sold contractor jobs cancel, and most go silent before they do.
In this highlights episode, Jonathan Weinberg and John Kolbaska open up John's live Builder Prime account and walk through the customer follow-up system running behind every Men With Tools project. John runs three locations doing eight figures in windows and doors, with over 1,000 five-star reviews and 30 to 40% of new opportunities coming from repeat and referred clients. The system you'll see inside is what makes that math work.
Inside this episode:
- The happy email that fires 24 hours after the contract is signed
- How to fill the 4 to 6 week production window without ever going silent
- The rehash recovery process that pulls back roughly 10% of canceled jobs
- The install day email that pre-handles payment, alarms, and weather
- The 14-day walkthrough that surfaces repeat door and window projects
- The 365-day anniversary inspection that drives referrals years later
If your sold board has jobs going quiet on you, this episode shows you where the leak is.
Key Takeaways:
00:00 Intro
00:48 The Happy Email: Setting Expectations After the Sale
02:32 Internal SMS Notifications and Referral Touchpoints
03:06 Sold Job Canceled: Rehash and Recovery
05:00 Order Submitted, Acknowledged, and In Process
08:12 Order Shipped and Product Received at the Warehouse
10:06 Schedule Install: Email and Text Cadence
12:08 Install Revenue and Keeping the Warehouse Empty
13:44 Job Scheduled Email: Scope, Payment, and Day-of Prep 1
6:56 Install Complete and Walkthrough Scheduling
18:48 Warranty Registration and Manufacturer Coverage
19:44 One-Year Anniversary Inspection
20:16 Referral Program: 90-Day Email Cadence
21:44 30–40% of New Opportunities from Repeat and Referral
22:08 Five-Star Reviews and the Customer Experience
23:56 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
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