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

Client Communication & Sales Follow-Up for Flooring

The Client Communication & Sales Follow-up process gives flooring contractors a structured method for staying engaged with potential clients. It outlines follow-up calls, emails, and reminders to ensure clear and consistent communication throughout the sales cycle. By using this system, flooring companies improve professionalism, reduce lost opportunities, and build client trust. The process also provides sales teams with accountability and efficiency by standardizing communication practices. Clients benefit from transparent updates, while contractors enjoy higher conversion rates and improved profitability. With this process in place, flooring businesses can grow steadily, strengthen client relationships, and deliver a more professional sales experience.

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

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