Free Contractor Automation Resources
We believe in giving contractors the tools and knowledge they need to succeed. Below you'll find free guides, checklists, scripts, templates, and campaign ideas that you can use immediately to improve your automation and grow your business.
These are real, practical resources developed from working with hundreds of contractors. No fluff, no upsell—just honest, actionable tools.
Free Automation Checklist
A 7-point checklist that walks you through the critical automation systems every contractor should have in place. Audit your current process, identify gaps, and plan your next steps.
Download instantly after signup
Missed Call Recovery Guide
Learn how to set up instant text-back systems that respond when you miss a call. Recover leads before they call a competitor. Includes setup steps and message templates.
Actionable, step-by-step guide
Review Request Script Pack
Copy-and-paste scripts for requesting Google reviews, handling negative feedback gracefully, and following up with satisfied customers to build your reputation.
Ready-to-use message templates
Seasonal Reactivation Campaign Ideas
Campaign templates for spring cleanups, fall maintenance, pressure washing, deck restoration, snow removal, and other seasonal services that bring past customers back.
Industry-specific campaign frameworks
Contractor Follow-Up Templates
Email and text message templates for estimates, job confirmations, post-job follow-up, customer check-ins, and more. Customize and use immediately.
Fully customizable message templates
Pricing & Profit Planning Resources
Worksheets for calculating your true costs, pricing services competitively, understanding your profit margins, and maximizing revenue from each job.
Financial planning worksheets
Ready to Explore These Resources?
Get the Free Contractor Automation Checklist and start identifying the automation systems that will have the biggest impact on your business.
Download Free ChecklistNo credit card required. No spam. These resources are designed to give you real, actionable insights into automation. If you find them valuable, we'd love to talk about how we can help you implement a complete automation system for your business.
Get the Free Contractor Automation Checklist
This checklist walks you through the 7 critical automation systems every contractor should have in place. Use it to audit your current process, identify gaps, and plan your automation strategy.
- Identify which automation systems you already have
- Spot the gaps costing you missed leads and revenue
- Get a clear roadmap for your next steps
Resource Library
Free guides, scripts, templates, and campaign ideas you can use immediately to improve your automation and grow your business.
Missed Call Recovery Guide
Learn how to set up instant text-back systems and recover leads before they call a competitor. This guide walks you through the exact messaging, timing, and follow-up sequences that work.
Review Request Script Pack
Copy-and-paste scripts for requesting Google reviews, handling negative feedback, and following up with customers. Ready to use in text messages and emails.
Seasonal Reactivation Campaign Ideas
Campaign templates for spring cleanups, fall maintenance, pressure washing, deck restoration, snow removal, and other seasonal services. Bring past customers back year after year.
Contractor Follow-Up Templates
Email and text message templates for estimates, job confirmations, post-job follow-up, and customer check-ins. Professional messaging that closes more jobs.
Pricing and Profit Planning Resources
Worksheets for calculating costs, pricing services competitively, and maximizing profit margins. Know your numbers and price with confidence.
All resources are free and immediately accessible.
Download what you need, use them right away, and see the impact on your business. No sign-ups required beyond the free automation checklist.