In this video, I’m breaking down my complete Client Communication & Follow-Up SOP that helps me turn estimates into signed projects and deposits. 💰📄
Most people think they lose jobs because of price… but the truth is, they lose jobs because they don’t have a clear system.
This is the exact step-by-step process I use 👇
✅ How I document every project to build repeatable systems
✅ How I structure professional follow-up emails
✅ Setting up a clean, branded email signature
✅ My follow-up strategy for non-responsive clients
✅ How I prepare for client meetings
✅ How I present proposals clearly and confidently
✅ How I explain scope of work without confusion
✅ Using Loom videos to increase clarity and trust 🎥
✅ Setting up automatic responses to save time
✅ When and how to request deposits 💳
The goal isn’t to overwhelm clients — it’s to guide them professionally through a structured process that builds trust and makes saying “yes” easy. 🤝
If you’re serious about building a real business and not just “sending estimates,” this system will change the way you operate. 🚀
Let me know in the comments what part of your communication process needs the most improvement.