Free template ยท Proposals & Scope Templates
Proposal Follow-Up Email Generator
Follow-up email after sending a marketing proposal to a trades owner โ addresses silence, offers a review call, and references one job paying for the retainer.
This template follows up on proposals HVAC and plumbing owners haven't signed yet. The objections guide helps on the call; this email gets them back to the table.
Day 3 follow-up
Subject: Quick question on the Steve's Heating & Air proposal Hi Steve, Sent the proposal last Tuesday โ wanted to see if you had questions before busy season hits. Happy to walk through it in 15 minutes. Reminder: the monthly fee is less than one AC install โ one extra booked job covers it. What does your calendar look like Thursday morning? โ [Your name]
Day 7 nudge
Hi Steve โ circling back once. If timing's off, no problem โ should I hold the start date or close the file for now? Either way, the competitor snapshot I included is yours to keep. โ [Your name]
Turn research into callable leads
These tools help you plan offers and pitches. DealRaw gives you the list: phone numbers, emails, neglect scores, saved lists, and daily email alerts on Pro โ filter by city and trade.
Related templates & tools
๐ Proposal Executive Summary Generator
One-page executive summary for trades marketing proposals โ problem, plan, investment, and expected outcomes in language a shop owner reads in under three.
๐ Trade Owner Breakup Email Generator
Polite final outreach email when a trades owner goes cold โ leaves the door open without desperate follow-ups that burn your reputation in tight local markets.
โ Price Anchor Call Script Generator
Call script anchoring trades marketing price to one average job โ helps owners compare your retainer to revenue they already understand from the truck.
FAQ
- Is this template free to use?
- Yes. All DealRaw freelancer templates and calculators run in your browser with no account required. Customize the output and paste into your CRM, email, or proposal doc.
- How is this different from the guides?
- This page gives you ready-to-use copy. The related guide "7 Objections Trades Owners Throw at You (And Word-for-Word Responses)" covers strategy, timing, and when to use it โ complementary, not duplicate content.
- Can I use this for HVAC, plumbing, and other trades clients?
- Yes. These resources are built for US home-service and trades operators โ HVAC, plumbing, pest, landscaping, roofing, and similar verticals where owners answer the phone and buy on ROI math.