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Follow up

A sales system inside the CRM you already use.

A CRM, the software that tracks every lead, only pays off for a contractor when it's set up as a sales system: a pipeline from new lead to booked job, a lead-source field on every record, follow-up scripts for calls and quotes, and a monthly view of close rate by source. Kojo Growth sets that up inside the CRM or job software you already pay for, tools like Jobber or ServiceTitan, rather than selling software. If you don't have one, we help you choose.

  • Pipeline stages that match how your trade works, such as site visit, permit and parts ordered
  • A fixed list of lead sources, filled in automatically from forms and tracked calls
  • A one-page call script and a quote follow-up script written for your trade
  • Training for whoever works the pipeline in your office

By the Kojo Growth teamPublished Last updated

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  • Your Google Maps ranking across town
  • Your reviews against the top three
  • Your website on a phone
  • Who you're up against
  • How many people search for what you do
  • The three fixes that matter first

Free, with no obligation.

Why it matters

Leads get lost between the truck and the notebook.

Most service businesses have enough leads to grow. What's missing is a system for what happens after the phone rings. A lead comes in by text, gets written on a pad, gets a quote three days later, and nobody follows up because nobody knows it's due. The job software has a pipeline nobody set up, and the lead-source field is empty, so you can't tell whether ads or the truck wrap brought last month's jobs.

  • 1

    No pipeline, so no follow-up

    If a quote isn't sitting in a “follow-up due” column with a date, it doesn't get chased. A pipeline turns “I should call them back” into a list the office works through every morning.

  • 2

    No source on the job

    Without a lead-source field filled in on every record, you're guessing which channel pays. With it, you can see which marketing deserves more budget and which doesn't.

  • 3

    Everyone sells differently

    Often the owner closes most quotes while a new hire closes few. The difference is usually a handful of questions and answers nobody wrote down. A script and a short sales guide make the best version repeatable.

An example

What a Kojo pipeline looks like

A pipeline built in your job software: every lead carries its source, every quote has a follow-up date, and the office can see at a glance what's due today. Columns match how your trade actually works, not a generic sales template.

IllustrativePlaceholder names. Not a real business or result.

New lead2

  • Water heater, Canton

    Google AdsToday

  • Drain cleaning, Westland

    Google MapsToday

Quoted2

  • Repipe, Plymouth

    Referral2 days ago

  • Sewer line, Novi

    Google Ads3 days ago

Follow-up due1

  • Bathroom rough-in, Dearborn

    Google MapsDue today

Booked1

  • Water heater, Westland

    Google AdsFri 8 am

What's included

What you get with sales systems.

Everything below is written into the plan before any work starts, and reported on every month.

  • Pipeline stages for your trade

    New lead, contacted, quoted, follow-up due, booked, completed, and the stages your trade needs in between (site visit, permit, parts ordered). Built in your CRM or job software, with the rules for when a record moves.

  • Lead source on every record

    A lead-source field with a fixed list (Google Ads, Maps, website, referral, truck, repeat) filled in automatically from forms and tracked calls, and asked for on the phone when it can't be.

  • Call script

    A one-page script for whoever answers the phone: the questions that qualify the job, the answers to the usual objections, and how to book the visit on the first call instead of promising a callback.

  • Quote follow-up script and timing

    What to say and when, after an estimate goes out: the check-in, the answer to “we're getting other quotes”, and the last nudge. Paired with the automatic messages from Email & text follow-up, where that's in your plan.

  • A short sales guide for your trade

    How your business sells, written down: who handles what, how fast leads get answered, how quotes are presented, what gets offered when a customer hesitates. Short enough that a new hire reads it on day one.

  • Close rate by source

    A view in your software, or a simple dashboard we build, showing how many leads from each source were quoted and how many booked, every month. It's the number that tells you which marketing to buy more of.

  • Help choosing the software

    If you don't have a CRM, or yours can't do this, we recommend one that fits your trade and crew size, and set it up in your name. You buy and own the subscription; we don't resell software or take a referral fee.

  • Training for the office

    A short session for whoever works the pipeline, a written guide, and check-ins while the habit forms. A sales system only works if the office uses it every morning.

How we do it

How we do it.

Three steps to get going, then the work and a report every month.

  1. Step 1

    Review your lead history

    We need admin access to your CRM or job software and about a month of lead history. We look at where leads come from, how long they wait, how many get quoted and how many book, and where the pipeline leaks.

    • A month of leads read record by record
    • Time to first contact measured
    • Leaks ranked by jobs lost
  2. Step 2

    Build the pipeline and the scripts

    Stages, the lead-source field and automations configured in your software. Call and quote scripts written for your trade and approved by you. Lead sources wired from your forms and tracked calls so most records fill themselves.

    • Built in your software, in your name
    • Scripts approved by you
    • Sources filled in automatically
  3. Step 3

    Train, then check in

    The office learns the pipeline, the first weeks are watched closely, and the first numbers go into your monthly report. Where your plan includes it, we hold a review call on the schedule in your plan to decide what to change.

    • Office trained on the pipeline
    • First numbers in your monthly report
    • Review calls on the schedule in your plan
Ongoing

What you get each month

  • Pipeline upkeep

    Stale records chased or closed, lead sources filled where they were missed, and automations checked so nothing sits in “new lead” unanswered.

  • Follow-up numbers in your report

    Time to first contact and quote follow-up rate, against your day-one numbers, in your monthly report.

  • Scripts and guide updated

    Objections that came up, offers that worked and anything new in your business written back into the scripts and the sales guide.

Works with

Part of one system.

Every service runs on the same plan, by the same team, in the same monthly report.

Industries

Trades where this matters most.

Every trade gets found a little differently. These are the ones where this service tends to do the most.

All industries

Three promises

No surprises, in writing.

The same three promises on every plan, for every client.

  • The audit is free, no strings

    You get the findings and the three fixes either way. If we're not the right fit, the audit is still yours.

  • You own your accounts

    Your domain, content, Google Business Profile, analytics and accounts are always yours and stay in your name. If we part ways, any site we built is handed over or bought out on terms set in writing.

  • Terms in writing first

    The plan, the price and the term are written down before any work starts. Term length depends on the work, and it's always on paper.

FAQ

Straight answers, up front.

What owners ask about sales systems before they start.

Still have a question?

info@kojogrowth.comOr start with the free audit

  • What is the best CRM for contractors?

    The one your office will actually use every day. For most small crews, including one-truck businesses, that's the job software they already run, because it usually has a pipeline, quoting and texting built in. Larger shops with dispatchers may need something heavier, and remodelers often want tools built around projects. Free tools exist, but they tend to lack texting, quoting and automations, so people drift back to a notebook. We'll tell you what fits your trade and crew size, and we earn nothing from the choice.

  • How do I track which leads turn into jobs?

    Put a lead-source field on every record and fill it in from the start, automatically from forms and tracked calls, and by asking on the phone when it can't be. Then move every record through the same stages. At the end of the month, count booked jobs by source. That's your close rate by source, and it goes into your report every month.

  • What is a sales pipeline for a service business?

    A list of every lead, sorted by where it is: new, contacted, quoted, follow-up due, booked, completed. Each record moves one stage at a time and carries its source and its next action. It replaces the notepad and the memory of whoever answered the phone, and it's the only way to see where leads are being lost.

  • What do you need from me to get started?

    Admin access to your CRM or job software, about a month of lead history, and a short conversation with whoever answers the phone and writes the quotes. If you don't have software yet, we start by helping you choose. Everything is built in accounts in your name, and the scripts are written for your trade and approved by you before anyone uses them.

  • Will my office actually use it?

    That's the point of the training. A sales system only works if whoever answers the phone moves records through the stages every day. We train that person, give them a written guide, and check in while the habit forms. We keep the stages few and named in your trade's words, because the more complicated a pipeline is, the less it gets used.

  • How is this different from email and text follow-up?

    Email & text follow-up is the automatic messages: a text back when a call is missed, a reply to web leads, quote nudges. A sales system is the structure behind them: the pipeline that says where every lead stands, the lead source on every record, and the scripts your people use on calls and quotes. They work best together.

The free audit

See where you stand. Then decide.

Tell us your business name or website and the main city you serve. We'll look at what's working and what isn't, and send you the three fixes that matter first.

Free, with no obligation.

  • Your Google Maps ranking across town
  • Your reviews against the top three
  • Your website on a phone
  • Who you're up against
  • How many people search for what you do
  • The three fixes that matter first