A finished job should create more than a final invoice. We help it create proof and the next opportunity.

Get more reviews, more referrals, and more value from the customers who already trust you.

  • More reviews that build trust
  • More referral opportunities
  • Customer relationships stay protected
  • Less follow-up for your team

The final invoice shouldn't end the relationship.

The old way

Great jobs finish quietly and the next opportunity gets missed

  • Happy customers move on before anyone asks for a review or referral.
  • One badly timed message can frustrate a customer who still needs service.
  • Owners and project managers have to remember every ask while starting the next job.
Completed-job follow-up with Lead Intelligence

Every finished job can keep building your business

  • More happy customers leave reviews that help the next homeowner trust you.
  • Happy customers get another chance to refer you without adding another task to your crew.
  • Service concerns reach your team before a public ask damages the relationship.

Get more from every finished job.

01

Ask when the job is truly done

Follow-up starts only after the work is complete. Your customer gets the request at the right time, not while your crew is still wrapping up.

02

Protect the relationship you earned

If there's a service issue or open conversation, the ask stops and goes to your team. No tone-deaf review request lands in the middle of a problem.

03

Get more than one ignored text

Reviews and referrals get their own follow-up. When a reminder goes unanswered, a US-based Lead Care agent can call while the job is still fresh.

04

Turn one job into the next

Track which projects create reviews, referrals, repeat work, and revenue. You can see which lead sources bring customers who keep paying off.

Software sends the review request whether the job went well or not.
That is how a happy customer and an unhappy one get the same text.
So we handle it two ways.

Handled by Technology & Automation

Nothing goes out until the job clears every check

The system confirms the work is truly complete, looks for open service issues, checks permission to contact, do-not-contact records, and earlier requests, and keeps review asks separate from referral asks. Only then does the reminder your team approved go out.

Handled by a Lead Care Agent

The customer who never answered gets a call

When a happy customer ignores the reminder, a US-based Lead Care agent calls and hears how the job actually went. A service concern goes straight to the person who earned the trust. When the customer is glad to help, the agent asks for the review or the referral while the goodwill is still fresh.

Which finished jobs get a call after the reminder goes unanswered is set with your team. Project value, the crew that ran it, service history, and how the customer prefers to be reached all factor in. Some contractors want the personal ask kept in house entirely, and that works too.

Powered by Lead Intelligence

The first sign of interest and the next referral belong to the same customer history.

Lead Intelligence connects where the customer came from, what they researched, approved outside data, sales notes, completed work, reviews, referrals, repeat work, and revenue.

Where the customer came from and what they wanted stay connected
Approved outside data stays with the customer record
The job must be complete before follow-up begins
Reviews and referrals use separate timing and checks
Reviews, referrals, repeat work, and revenue show which leads keep paying off
Better leads in, more revenue out
See how Lead Intelligence works →

The job may be finished.
Its value shouldn't stop there.

A completed project can become public proof, a referral conversation, repeat work, and a clearer picture of which leads turn into your best customers. The system handles the reminders your team approved, and a Lead Care agent calls the happy customers who never answered one. Service concerns and the relationships your people built stay with your people.

Completed-Job Follow-Up Example: 40 Finished Jobs
New media spend required $0
Jobs confirmed complete 40
Jobs checked for a review request 40
Referral requests Checked separately
Requests based on a predicted rating 0
Open service issues handled first Every time
Next steps Based on the right checks

This is an example of how the process works, not a results forecast. Review and referral requests are checked separately. Current job status, service issues, permission to contact, do-not-contact records, and earlier requests all affect what happens next.

Review and referral questions worth answering.

Spec: Question 01

When does the customer receive a review request?

We define the completion signal and delay with your team. The request should start from the system that knows the work is actually finished, not from a rough sales date. Before it sends, the workflow checks whether the job was reopened, a service issue is active, or someone is already handling the customer.

Spec: Question 02

What happens if the customer has an open service issue?

The issue reaches the right person and the routine request pauses while the job isn't in a valid completed state. That doesn't erase the customer or hide their feedback. It keeps an automated public ask from colliding with work your team is still resolving.

Spec: Question 03

Do you only ask happy customers for reviews?

No. Once a job is complete and the customer passes the same checks, the public review request isn't based on a guess about whether they'll leave a positive rating. The request invites honest feedback without requiring a particular score.

Spec: Question 04

Why are reviews and referrals separate workflows?

A review asks someone to share an honest experience publicly. A referral asks them to introduce another person to the business. Those are different levels of trust and different moments. Keeping them separate protects the relationship and lets your team decide when a personal referral ask makes sense.

Spec: Question 05

Does the system ask for every referral automatically?

No. It handles the routine timing, identifies the opportunity, and creates a task with the project and relationship context attached. If the reminder goes unanswered, a Lead Care agent can call and make the ask. For high-value referrals, the better experience is often for the owner, salesperson, or project manager who knows the customer to make the ask personally, and we set that threshold with your team.

Spec: Question 06

Who calls the customer, and what do they say?

A US-based Lead Care agent who can see the project, the completion status, the service history, and whether the customer has already been asked. The call is short: how did the job go, would you be willing to share that publicly, is there anyone else who should know about the work. If the customer raises a service concern, the ask stops and the concern goes to your team the same day.

Spec: Question 07

Can we keep our current CRM and review platform?

Usually, yes. Lead Intelligence connects the useful history already spread across your website, CRM, project system, review platform, and approved outside data added to the customer record. We identify which system confirms the work is finished, where reviews should go, whether a service issue is open, and whether the customer has already been asked. You don't have to replace a working tool just to connect the process.

01 When does the customer receive a review request?

We define the completion signal and delay with your team. The request should start from the system that knows the work is actually finished, not from a rough sales date. Before it sends, the workflow checks whether the job was reopened, a service issue is active, or someone is already handling the customer.

02 What happens if the customer has an open service issue?

The issue reaches the right person and the routine request pauses while the job isn't in a valid completed state. That doesn't erase the customer or hide their feedback. It keeps an automated public ask from colliding with work your team is still resolving.

03 Do you only ask happy customers for reviews?

No. Once a job is complete and the customer passes the same checks, the public review request isn't based on a guess about whether they'll leave a positive rating. The request invites honest feedback without requiring a particular score.

04 Why are reviews and referrals separate workflows?

A review asks someone to share an honest experience publicly. A referral asks them to introduce another person to the business. Those are different levels of trust and different moments. Keeping them separate protects the relationship and lets your team decide when a personal referral ask makes sense.

05 Does the system ask for every referral automatically?

No. It handles the routine timing, identifies the opportunity, and creates a task with the project and relationship context attached. If the reminder goes unanswered, a Lead Care agent can call and make the ask. For high-value referrals, the better experience is often for the owner, salesperson, or project manager who knows the customer to make the ask personally, and we set that threshold with your team.

06 Who calls the customer, and what do they say?

A US-based Lead Care agent who can see the project, the completion status, the service history, and whether the customer has already been asked. The call is short: how did the job go, would you be willing to share that publicly, is there anyone else who should know about the work. If the customer raises a service concern, the ask stops and the concern goes to your team the same day.

07 Can we keep our current CRM and review platform?

Usually, yes. Lead Intelligence connects the useful history already spread across your website, CRM, project system, review platform, and approved outside data added to the customer record. We identify which system confirms the work is finished, where reviews should go, whether a service issue is open, and whether the customer has already been asked. You don't have to replace a working tool just to connect the process.

The job is complete. The relationship still has work to do.

Reviews help the next homeowner trust you. Referrals bring future opportunities in with trust already attached. These resources explain how completed work becomes public proof and new demand instead of disappearing into the archive.

Get started fast. Be live and running in less than 30 days.

You do not need to solve everything at once. We find the gap holding back revenue, fix it, and use real sales outcomes to decide what deserves attention next.

01

Book a 30-Minute Intro Call

Bring your real questions. We’ll be clear about process, pricing, and whether we’re the right fit for your business. You'll talk with someone who understands premium home improvement, long sales cycles, and what it actually takes to generate better leads and drive more revenue.

Book an Intro Call
02

Fix the biggest leak first

That may mean bringing in better-fit demand, turning more website visits into consultations, or working the leads and estimates your team cannot keep chasing.

03

Keep improving what produces revenue

We compare leads, estimates, and signed jobs so you can spend smarter, close more of the right work, and get more value from every lead after that.

Ready to get off the lead treadmill?
Better leads in. More revenue from every lead after.

Not sure where to start?

See where your lead system is strong, and where good jobs may be slipping away.

Answer seven quick questions about how leads move through your business. You'll get a clear place to improve and a few useful things to check this week.

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