Win agency clients without the hard sell
Post one useful tip, offer a free guide to anyone who comments, and only message the people who say yes. This page writes each step for you.
Post a tip they can use today
HVAC business owners: a missed call leaves a customer with no clear next step. Try this one step today. Call your own business when the team is busy. Listen to the voicemail. Does it say when someone will call back? Write one clear callback window that your team can keep. Want a simple checklist for the rest? Comment GUIDE and I will ask how you would like the guide sent.
This is a draft to work from. It makes no promise about reach or new clients.
The brief uses up to 16 letters or numbers. An empty keyword becomes GUIDE.
No guide yet? The PDF has three outlines to work from. A supplied link is not checked automatically.
Example: a quiet roofing quote.
This exchange is made up to show how it goes. The post gives roofers a quick check they can do first, and asks for nothing.
Open your last unsold quote. Is there a next step and a date? Before sending the next one, agree when you will check back and who will make the call.
- Reader
“QUOTE”
They asked for the checklist. - Agency
Thanks, Alex. The Quote Follow-Up Checklist is ready. If DMs work for you, may I send the link there? You can also message me first.
Wait for permission before the DM. - Reader
“Yes, a DM is fine.”
Send the guide you promised. Leave any talk of a call for later.
Get the five messages that come after the post
All five messages use the details you typed above, and you also get the PDF playbook. You can keep editing the scripts here.
- 1Public reply
After they ask for the guide
- 2Deliver the guide
In the channel they agreed to use
- 3Ask one useful question
If they reply and want to discuss it
- 4Offer a next step
Only when their answer shows a need you can help with
- 5Close the loop
If they decline a call or say they are all set
The PDF includes three guide outlines, a posting checklist and a weekly review sheet. It is a general playbook; your custom scripts are on this page.
When to stop messaging
What you send next depends on how they reply. Check these rules before you post or reply.
- If they don't reply, stop. Do not chase a quiet guide request with a sales sequence.
- A guide request is not consent to a newsletter, sales call or SMS campaign.
- Send the promised guide before asking about a paid service.
- If someone declines or asks you to stop, close the conversation and record that choice.
- Check the group's rules and the channel's messaging options before posting or sending a DM.