Homeowner uses a Jousto tool
Instant Quote, a blackout / backup calculator or another lead magnet.
How It Works
Here’s what happens after an enquiry comes in.
You stay focused on the customer and the install. Jousto keeps the follow-up moving behind the scenes.
The flow
A simple handover, from interest to ready for install.
The process keeps good opportunities from being forgotten while you are doing the work you are best at.
01
02
We grade the enquiry
We use the information provided to decide what sort of follow-up makes sense.
03
The follow-up starts straight away
Email, SMS and AI-assisted messaging can begin without waiting for you to finish the job you are on.
04
We educate and nurture
Useful information helps the consumer understand the next step rather than pushing a hard sales script.
05
They engage
Replies, callback requests and bookings are captured.
06
You get the important bit
When someone needs your attention, the information can be pushed to you through email, SMS or the normal tools you already use.
07
Quote / site scope
You step in where your technical knowledge and pricing matter.
08
We keep follow-up moving
Quotes and quiet opportunities do not just disappear.
09
Job won
The outcome is recorded.
10
We learn what worked
Jousto reviews what converted and improves the process over time.
A day in the life
What this looks like on a normal day.
You are on a roof.
A new enquiry lands. Dave starts the follow-up. The customer replies. You get a message with the reply and contact details. You call when you are free.
A quote has been sitting for a week.
The customer receives a useful follow-up. They reply with a question. The opportunity comes back in front of you.
A customer calls after hours.
Where configured, the phone assistant can answer, capture why they called and make sure the enquiry is not lost.
An old lead from six months ago replies.
They become active again. That recovery does not consume one of your new 20 Jousto opportunities.
Your first 30 days
We don’t start by dumping leads on you.
Week 1
Get the foundations in place
- Set up DaveCRM
- Connect phone/SMS
- Sync calendar
- Connect Google Business Profile
- Connect Facebook/Instagram
- Import old leads and quotes
Week 2
Recover what is already there
- Launch old lead recovery
- Launch lost quote recovery
- Turn on review workflows
- Confirm service areas and capacity
Week 3
Start and tune the handover
- Start new Jousto opportunities
- Monitor response
- Review handover
- Tune messaging
Week 4
Review and improve
- Review calls
- Find follow-up gaps
- Improve nurture
- Review early jobs and pipeline
Monthly review
Every month, we look at what actually happened.
This is not a report for the sake of sending a report. The point is to improve the system every month.
- Opportunities, engagement and calls
- Appointments, quotes and jobs won
- Close rate and old leads recovered
- Old quotes recovered and reviews gained
- Common objections and missed follow-up
- Install capacity and what we change next
Dave works around you
The system should fit around the installer.
You should not have to spend your nights updating a CRM. Where practical, Jousto can use email and SMS notifications, calendar bookings, simple handoffs, Google Sheets where useful and Loom training when you want to see how something works.
The system is there to reduce admin, not create more of it.
Help people buy. Don’t hammer them.
The consumer gets useful information, time to respond, clear next steps, access to a local installer and sensible follow-up. You get better context, better-informed customers, fewer forgotten opportunities and a clearer path from enquiry to job.
Your next move
Want to see if it fits your business?
Let’s talk through your current jobs pipeline, where follow-up is getting stuck and whether the Partner Program is the right fit.
Book a Partner Discovery Call
Already got the machine? Buy leads through the Installer Marketplace.