Keep your number on the fridge long after the job is done
Plan the care check, the referral ask and the next visit for a job you just finished. As you type, the plan fills in on the customer's fridge door.
From Your Business
About your plumbing work
You picked no repeat visit, so the plan won't push a service on a one-off job.
No repeat service assumed. Use the care check and referral invitation for one-off jobs.
Day 2: care check
Check the work before you ask for more
Ask one useful question. If they report a problem, turn it into a service task with a named owner.
Hi [first name], it's [your name] from [business], checking in on your plumbing work. Is everything working as expected, with no drips or leaks? If something needs attention, reply here so we can help. Reply STOP to opt out.
Example: a heating job with a yearly service.
Here's a made-up heating job that finished on Oct 6, 2026. The customer agreed to a service every 12 months. These are the dates the planner gives it, using the same rules as your plan.
- 1Oct 6, 2026Finish the job and leave a clear next stepGive the customer their care notes and the right number for help. Record who owns follow-up.
- 2Oct 8, 2026Check the work before you ask for moreAsk one useful question. If they report a problem, turn it into a service task with a named owner.
- 3Oct 20, 2026Make it easy to pass your name onSend only after any issues are resolved. Make one easy ask, then leave it with them.
- 4Sep 6, 2027Only book a next visit the job needsUse this only for a suitable, agreed service cycle. Check the care guidance for the equipment or project before you set a due date.
If the day-2 check finds a problem
The customer replies "the upstairs vent is still cold". That becomes a service task with a named owner. The day-14 referral ask waits until it is fixed. You never ask a customer with an open problem to recommend you.
Five rules before anything gets sent.
- Resolve open problems before asking for another job or a referral.
- Stop promotional follow-up when someone opts out. Use only a channel they agreed to use.
- Ask the customer to share your details. Do not ask for a friend's private contact details.
- Replace every bracket before sending. These templates do not send anything.
- If you also ask for reviews, ask every customer the same way, happy or not, and never offer anything in return.
Get every message and the PDF.
Your 3-step plan with every message written out for plumbing, plus the Keep Them Coming Back playbook.
- Handover, care check and referral messages, filled with your dates
- An optional service reminder, if a job needs one
- A printable job card and a weekly tracking sheet
Rather it ran itself?
ConversionONE can send follow-ups like these on a schedule from your customer records, so the care check and the referral ask go out without anyone remembering to do it. See it in a short demo.
Questions
Where do the day 2 and day 14 timings come from?
We suggest them as a starting point, and no study sits behind them. Day 2 gives the work time to show a problem. Day 14 gives you time to fix one before you ask for anything. Change them to suit your jobs.
Should every job get a repeat reminder?
No. Only pick a cycle when the job has one and the customer agreed to it, like a yearly furnace service. A new roof does not need a 6-month "check-in" sales message.
Does this send messages for me?
No. This page writes the plan and the words. You or your team send them, on a channel the customer agreed to.