Curriculum system in the free Booked Jobs Machine (you run it). Same systems when I install for you (Booked Jobs Machine - Installed). New here? One system this week - not all 12.
At a Glance
- Outcome: Every quote sent has a next touch scheduled before you hang up.
- Time this week: 45–90 minutes
- Depends on: Systems before this one for clean data
- Unlocks: Later systems (paid, scoreboard) need this foundation
- Tools: Leak score · Templates · Checklists
Do This Week
- Pull all quotes sent in the last 14 days with no book.
- Install day 0 / 2 / 5 / 10 / 14 cadence from Follow-Up.
- Paste SMS templates into CRM or phone.
- Friday: unbooked lead audit - one process fix per week.
- Optional automation only after manual cadence works for 2 weeks.
Owner Checklist
- Next touch date on every Quote sent row
- 5-touch minimum on high-ticket
- Lost reason required when closed lost
- No ‘check in sometime’ without a date
Deep Guides
HVAC vs Plumbing
| Plumbing | HVAC | |
|---|---|---|
| Focus | Water heater quotes: 24h follow-up; drain often books on first call. | Heat pump / replace: longer nurture + finance language; tune-ups: shorter 3-touch. |
Common Mistake
Sending a quote PDF and never following up.
How This Fits the Machine
This system is one brick in the Booked Jobs Machine. You run it free in the library - or I install and run it (Booked Jobs Machine - Installed) with weekly optimization.
Next Step
Open System 09 when this week’s checklist is done.
Stuck after 30 days with real volume? Founding free: Booked Jobs Machine - Installed - first 3 HVAC/plumbing shops that pass screening.