The Follow-Up Machine
Every call, text and email logged on the customer, and every lead that's waiting given a reason and a date it comes back — one system for the whole post-frame sales job, from the office or from a phone in the truck.
The operating system for post-frame and barndominium builders.
Instead of: Half the conversation on one rep's phone, the other half in his personal email, and follow-ups that live in his head until he forgets one.
Every customer's conversation, in one list
Every call, text and email lands on the customer, not on the phone of whoever took it. The list reads like an inbox for the whole business: Marlin Zook saying he'll be out at the site Thursday, a voicemail from Curtis Hoover, Rosalyn Petersheim asking if the overhead door can move to the gable end. Anyone who opens it can pick the conversation up. Instead of a phone, an inbox and a spreadsheet taped together, it's one place — and a rep going on holiday stops being a risk.
When one rep is out for a week, his conversations go with him, and nobody knows what he promised.
Calls, texts and emails in one running thread
Open Marlin and it's all there, in order: the email with his 40×64 quote, marked opened twice; his text asking to bump the sidewalls to 16 feet, and the answer; then the voicemail he left, with the recording on the thread instead of in a separate mailbox. A call is a row with its outcome, not a chat bubble. The next person to speak to him knows what was said, so Marlin never has to explain himself twice — and he notices.
A customer's history split between a cell phone, a personal inbox and somebody's memory is no history at all.
Your guys call from the business number
The phone is built in. Dial from the browser or the app and the caller ID is the business line, so the callback comes back to a number the office watches. Every call lands in Recents with how it went and how long it lasted — answered, no answer, left a voicemail — and in the customer's thread too. Your reps keep their own numbers private, and the customer stays with the business when a rep moves on.
Personal cell phones mean the customer has your rep's number, and when the rep leaves, the customer leaves with him.
Your best rep's routine, written on every card
Every stage carries its checklist on the card — the steps that must happen before the lead moves on, with the required ones counted. The owner of the lead is named at the top. You can change any stage's steps to fit how you actually sell. A new hire knows exactly what to do next, so he gains confidence fast, and every lead gets worked the same way no matter who has it.
A routine that lives in one man's head leaves with him, and nobody runs it the same way twice.
Every lead that's waiting has a date it comes back
A follow-up is a task with a date, a name and a reason: Ruth Zimmerman, Thursday, November 12 at nine, getting blueprints from an architect. Pick why they're waiting from the list — future buyer, waiting on financing, waiting on land or permits, building next season — or type it yourself. The reason shows as a tag on the card until the task is done; the board can hide the lead until it's nearly due and flags it when it comes back. A rep who can see who's waiting and why goes home without the nagging feeling he forgot somebody.
A follow-up kept in a rep's head happens when he remembers it, which is after the customer signed with someone else.
You can see which stage ate the days
Marlin's timeline shows every stage his lead passed through, how long it sat there, who moved it and which steps were done. Seven and a half hours to first contact — good. Nine days in Estimate Sent with the decision follow-up never ticked — that's the call nobody made. You see it on the lead, while it can still be saved, and the rep sees exactly where to pick it back up.
A lead's total age hides where the days went. Time in each stage is the honest measure of follow-up.
One record holds everything they told you
Phone, email, address, the building they want, the answers from the form and the estimate it turned into — all on one record. Marlin Zook: barndominium, estimate 990214, wants to start in spring. Whoever picks up his next call starts from what he already said. Customers buy from the builder who remembers them.
Asking a customer the same question twice tells him nobody wrote it down the first time.
Work the deal from its conversation, on your phone
The pipeline, the deal and the conversation are built for a thumb, not squeezed onto one. On a phone the card opens on its conversation — text, email or call from the same panel — with the details and the follow-up a swipe away. The reply goes out from the yard instead of waiting for the office, and the owner who's never at a desk can still run his sales.
Software that only works at a desk means every reply waits until somebody gets back to one.
Put every follow-up
on one board.
Every call, text and email logged on the customer, and every lead that's waiting given a reason and a date it comes back — one system for the whole post-frame sales job, from the office or from a phone in the truck. Twenty minutes, on one of your real structures — and the link we build is yours to keep whether or not you go any further.