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

Client Communication & Sales Follow-Up for Electrical

The Client Communication & Sales Follow-up process helps electrical contractors maintain strong contact with prospects throughout the sales cycle. It outlines structured follow-up steps, including phone calls, emails, and updates that provide clarity on proposals, timelines, and costs. By using this process, electrical companies reduce lost leads, build trust, and increase client satisfaction. The system also improves accountability within sales teams by standardizing communication practices. For clients, it ensures consistent, professional contact at every stage of decision-making. With this process in place, electrical contractors improve conversion rates, strengthen client relationships, and position their businesses for steady, profitable growth.

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