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

Client Communication & Sales Follow-Up for Masonry

The Client Communication & Sales Follow-up process supports masonry contractors by creating consistency in how they follow up with potential clients. It covers structured phone calls, emails, and reminders to maintain clear communication and address questions. By following this workflow, masonry companies reduce the chance of losing leads to competitors and improve professionalism. Sales teams benefit from having an organized system for tracking and managing follow-ups. Clients appreciate timely communication and transparency, which build trust and confidence. With this process in place, masonry contractors can improve conversion rates, strengthen client relationships, and grow their business sustainably.

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