Guides

Practical guides for business owners

Short, direct answers to questions business owners ask us, each with templates you can use today and a free demo to try.

Guide · Sales follow-up
How to follow up on an estimate without being pushy
When to follow up on an estimate, what to say and which channel to use: a 5-touch cadence over 14 days, with copy-paste text and email templates.
Guide · Phone calls
AI receptionist vs answering service: which fits your business?
How an AI receptionist and a live answering service differ, when each is the better choice, what drives the cost, and how to use both together.
Guide · Reviews
How to ask for Google reviews and stay within the rules
Ask every customer, right after the job, with your direct review link. What Google and the FTC allow, when to ask, and three short request templates.
Guide · Missed calls
Missed-call text-back: how it works, what to send and the rules
Missed-call text-back for contractors: how it works, five copy-paste texts, the U.S. rules on consent, STOP and 10DLC, and a setup checklist.

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