SOP Templates > Carpentry > Sales > Client Communication & Sales Follow-Up

Client Communication & Sales Follow-Up for Carpentry

The Client Communication & Sales Follow-up process provides carpentry contractors with a structured approach to staying engaged with potential clients. It covers follow-up emails, calls, and updates that reinforce professionalism and ensure leads feel valued. By following this process, carpenters reduce the chance of losing opportunities and strengthen their reputation for reliability. The system also helps sales teams stay organized by documenting client interactions and ensuring timely responses. Clients benefit from consistent, professional communication, while contractors gain higher conversion rates and stronger relationships. With this workflow in place, carpentry companies can grow strategically, improve sales performance, and maintain long-term client trust.

Log all client contact details in CRM or tracking system

Set follow-up reminders based on proposal or meeting dates

Send initial follow-up within a few days of proposal delivery

Answer any questions the client has about scope or pricing

Address common objections (budget, timing, permits, etc.)

Provide updated or revised proposal if requested

Send friendly check-ins if no response after a set period

Offer to schedule a call or site visit to move things forward

Share relevant project photos, testimonials, or references

Track each communication and client response

Flag leads that need long-term nurturing or re-engagement later

Update proposal status (won, lost, pending)

Transition won jobs to project onboarding or contract signing

Review communication notes for future improvement