Reporting & Retention Copy
Monthly report intros, QBR agendas, review-request SMS, and churn-save emails for trades clients.
Copy blocks for reports owners actually read. Report structure and KPI selection are in the client reporting guide — not repeated on these pages.
Monthly Report Intro Generator
Opening paragraph for monthly marketing reports to trades clients — leads with calls and booked jobs, not keyword tables owners will never read.
Open template →QBR Agenda Generator for Trades
Quarterly business review agenda for trades marketing clients — reviews results, plans next season, and surfaces upsells without feeling like a surprise.
Open template →ROI Summary Blurb Generator
Short ROI blurb for trades client reports — connects marketing spend to average job value so a shop owner sees payback in jobs, not impressions.
Open template →Review Request SMS for Trades
SMS template trades clients send after a completed job to request Google reviews — short, compliant, and easy for office staff to copy into their CRM.
Open template →Churn Save Email for Trades Clients
Email template when a trades client wants to cancel marketing — diagnose the real issue, offer a pivot, and save the relationship without discounting into a.
Open template →Testimonial Request Script for Trades
Script and email for asking trades clients for a written testimonial or video — after a strong month of calls or reviews, for your portfolio and their website.
Open template →Referral Thank-You Email for Trades
Thank-you email when a trades client refers another owner — reinforces the relationship and keeps warm intros flowing from tight-knit contractor networks.
Open template →Browse other tool categories
Templates get the words. DealRaw gets the list.
After you customize these scripts, pull callable trades operators by city and trade on DealRaw.
Lifetime from $985