Ready-to-Use Templates
Copy these templates and customize them for your needs. Each includes HTML and plain text versions.
Following up on your {{projectType}} estimate — {{companyName}}
Just checking in on the estimate we sent. Happy to walk through any questions.
Project update: {{milestoneName}} complete
Your {{projectType}} project is making great progress. Here's the latest.
Your {{projectType}} is complete — {{companyName}}
Great news — your project is finished. Here's a summary and your warranty information.
Quick favor, {{firstName}}? Know anyone who needs a contractor?
If you were happy with our work, a referral means the world to us.
Best Practices
Follow up on estimates within 48 hours while you're still top of mind
Include a client testimonial in estimate follow-ups for social proof
Send project milestone updates proactively — don't wait for clients to ask
Include progress metrics (percent complete, days remaining) in updates
Wait 30 days after completion before asking for referrals
Always include your license number in every email
Common Mistakes
Not following up on estimates at all — your competitors are
Going silent during a project and only reaching out when there's a problem
Asking for referrals immediately after the job before the client has had time to evaluate
Sending project updates with vague language — be specific about what's done and what's next
Forgetting to include warranty information in the completion email
Subject Line Examples
Timing & Performance
Personalization Tips
The Contractor Communication Advantage
Most contractors compete on price and quality. The ones who win consistently compete on communication too. A professional estimate follow-up, regular project updates, and a thoughtful completion email set you apart from every contractor who does great work but terrible follow-through.
Project Updates That Prevent Problems
The number one source of contractor-client conflict is mismatched expectations. Regular milestone updates — with specific progress percentages, timelines, and next steps — keep clients informed and confident. A client who knows what's happening doesn't need to call and ask, freeing up your time to actually do the work.
Turning Completed Projects Into New Business
Every completed project is a marketing opportunity. A referral request sent 30 days after completion, paired with a meaningful reward, turns satisfied clients into your best salespeople. In contracting, one referral is worth more than any ad you could run because it comes with built-in trust.
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Frequently Asked Questions
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