Your lead system
What lead system does FloorIt set up for you?
Last updated · FloorIt
FloorIt sets up a lead system in your name: a CRM where every lead lands, a free estimate calendar, and texts and emails that go out on their own at the right moments. You also get a business tracker, a Google Sheet for your leads, estimates and jobs. Here is each part, and what it does for you.
Seven stages for every lead
- New lead. It just came in. Call within 5 minutes
- Contacted. You talked, but there's no estimate yet
- Estimate booked. It's on your calendar
- Estimate done. You've been to the house
- Offered. They have your price, but no yes yet
- Sold. Signed and paid
- Lost. A no, or no reply after the follow-up
One look at the stages tells you where your week is stuck: not enough leads, not enough booked, or not enough sold.
What goes out on its own
| When | What happens |
|---|---|
| A new lead comes in | A text and an email from your business right away, and an alert to your phone |
| They don't book | Short texts and emails for about two weeks, until they book or reply |
| An estimate is booked | A confirmation, then reminders a day before and a couple of hours before |
| They miss the estimate | A friendly text about 15 minutes later, with a link to pick a new time |
| You give a price, but no yes yet | Check-ins over about two weeks, until they say yes or no |
| The job is done | A thank-you with your review link, then care tips a few days later |
Every message goes out under your business name, and stops when the homeowner books or replies.
Your free estimate calendar
Homeowners can pick a time themselves from a link, and your first 50 leads are booked into it by our team. Each estimate blocks an hour and asks for the address, so you never drive out without one.
Your business tracker
A Google Sheet with a row for every lead: the date, name, phone, town, where it came from, the square feet, and the estimate date and status. It's where cost per booked estimate and cost per job come from. After a year, it also shows you your own slow months.
What the system can't do for you
It can't make the call. The first few minutes after a lead comes in matter most, and that part is you. Log what happened with every lead the same day. If booked estimates are being missed, we pause leads until you're back on track.
In your name
Your business phone number and your customer list are yours. If you stop working with us, they stay with you.
Keep reading
- Partner resources: the guide: Every resource FloorIt partners get: calculators, scripts, worksheets, checklists, a business tracker, the lead system, the ad library and people to ask.
- Following up with leads: How to follow up with hardwood floor recoat leads: a text right away, a call in minutes, then a two-week plan of short texts and emails until they book.
- Your first 50 leads: How your first 50 FloorIt leads work: ads we pay for, our team calls each lead and books your estimates, and what counts as a qualified lead.
- What we build: Everything FloorIt builds for you: LLC, brand, website, Google profile, phone and CRM, equipment, finish, the full course, weekly calls and your first 50 leads.