The Lead Follow-Up Swipe File

Why swipe files exist

Traffic and forms get attention; follow-up gets revenue. These templates assume a person asked to be contacted — adapt them to your voice, never blast them cold, and always follow your local messaging regulations (consent, opt-outs, quiet hours).

Minute 0–5: instant acknowledgement (SMS)

Hi {name}, this is {you} from {company} — thanks for reaching out about {service}. I’ve got your details and I’m on it. Quick question so I come prepared: what’s your timeline looking like? – {name}

Why it works: it’s fast, human, and asks one easy question that restarts the conversation on their phone.

Hour 1: the value email

Subject: Your {service} request — what happens next

Hi {name},
Thanks for contacting {company}. Here’s exactly what happens from here: [1] I’ll review your details, [2] we’ll talk for ~10 minutes, [3] you’ll get a fixed, written quote — no surprises.
To make the call useful: when are you hoping to have this done by?
— {name}, {phone}

Day 1: the call attempt + voicemail

Hi {name}, {you} from {company} about your {service} enquiry — no pressure, just working out if we can fit you in this month. I’ll try you again {timeframe}, or text me a good time at {number}.

Day 2: proof email

Subject: How {similar customer} handled the same project

One short story: {two sentences on a similar job, the problem, the outcome}. If you’d like the same result, I can hold {day/time} for a quick call — reply with any better time.
— {name}

Day 3: the polite close of the loop

Hi {name} — I don’t want to clog your inbox. If timing changed, no problem: reply "later" and I’ll check back next quarter. If you’re still comparing options, reply "questions" and I’ll send our one-page comparison guide.
— {name}

The rules behind the words

• Every message gives a reason to reply; none begs.
• Two channels minimum (email + SMS/call) — people miss one.
• Log every touch. Unlogged follow-up is folklore, not a system.