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Stop Losing Estimates: Follow-Up Systems for Home Services Pros
Marcy Halverson runs Halverson Tile and Flooring out of Eau Claire, Wisconsin — two crews, eleven years in, twenty estimates a month. She's closing maybe six. We dig into why, and it's not what she thinks.
In this episode:
The three-notebook problem: why "just be more disciplined" is the wrong diagnosis for home services follow-up
The 48-hour rule: warm leads with torn-up kitchens don't wait — they hire whoever calls back first
One list, one pipeline: consolidating website forms, missed calls, Facebook DMs, and referrals into a single stage-based view
Automated aging alerts: text nudges to…
The skinny
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