Sales Follow-Up Templates for Service Businesses: The Complete Guide
Proven SMS and email scripts to turn warm leads into booked calls and paying clients — ready to copy-paste into your CRM.
Primary CTAs
Trust signals
- ⚡ Instant speed-to-lead
- 🔁 Automated 7-day nurture
- 📈 Higher close rates
Why Follow-Up Templates Matter
Most small businesses spend effort generating leads but drop the ball after the first touch.
These proven SMS + email templates make follow-up easy, consistent, and scalable — so no lead slips through the cracks.
- 80% of sales happen after 5+ touches.
- Automation doesn’t mean robotic — it means consistent, friendly, and on-time.
- Copy-paste friendly — no need to reinvent the wheel.
Benefits for $300k–$1M Service Businesses
- More bookings without more leads — lift conversion rates with better timing.
- Owner freedom — no mental load remembering who to chase.
- Predictable sales growth — move “interested” → “booked” → “closed” faster.
Sales Follow-Up Flow (Lead → Follow-Up → Close)
1) Day 0 — Instant Reply (SMS)
Hey [firstName] — thanks for reaching out!
Here’s my calendar link to grab a time: [calendarLink].
Questions? Just text me here. 👍2) Day 1 — Friendly Nudge (Email)
Subject: Quick scheduling link
Hi [firstName],
Just following up so you’ve got the link handy.
Most people grab a 15-min intro here: [calendarLink].
If you’ve got a question first, just reply — happy to help.
– [yourName]3) Day 3 — Urgency Reminder (SMS)
Quick reminder, [firstName] — intro spots go fast.
Grab the time that works best: [calendarLink].4) Day 5 — Objection Helper (Email)
Subject: Common questions (2 min read)
Hi [firstName],
Here are the top 3 questions I get:
1) How long is it? → 15 minutes.
2) What do we cover? → Your goals + best next step.
3) Cost? → Intro is free; options after if it’s a fit.
Book here when ready: [calendarLink]
– [yourName]5) Day 7 — Final Nudge (SMS)
Last nudge from me, [firstName].
If now’s not the time, no worries.
If you want the intro, here’s the link: [calendarLink].
Reply “later” if you’d like me to check back next month.Optional Branches
- No-show recovery: “Sorry we missed you earlier — want to reschedule? [calendarLink]”
- Win-back after 30 days: “Still open to chat? I’ve got a couple of intro spots — [calendarLink]”
Tools to Deliver These Templates
| Job | Good Options | Notes |
|---|---|---|
| CRM | HubSpot, Close, Pipedrive | Easy sequencing + tracking |
| SMS | Twilio via CRM, Podium | Keep it short + personal |
| MailerLite, Brevo, CRM | Automated + tracked follow-ups | |
| Scheduling | Calendly, Cal.com | Instant booking links |
Implementation Blueprint (7 Days)
- Day 1–2: Pick your CRM/sequencing tool.
- Day 3: Load SMS + email templates.
- Day 4–5: Set triggers (new lead, no-book, no-show).
- Day 6: Test live (send to yourself, check timing + stop rules).
- Day 7: Go live with real leads.
Back-of-Napkin ROI If you generate 100 leads/month at $2,500 avg. value and close 20% = $50k/mo. A 15% lift from proper follow-up = + $7.5k/mo. Templates that take 1 hour to set up can pay back 10x in the first month.
Ready to Use These Templates?
We’ll drop them into your CRM, wire up the triggers, and test it live in 72 hours. If we miss the mark on your first push, your next push is free.