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It’s true :) 

loving learning the program and working my biz through it 

Yes  way better app than excel spreadsheet. Everything is so much more organized with Jobber. 

Hey jsa2025, great question! For better visibility, I highly suggest making a forum post in our Sales and Marketing board! 

Hi.  We email reminders 2 times (2 weeks), then a bit firmer of a response from a senior accounting member giving 3 days to respond, call once and if no luck we send the invoice with a letter via Canada Post (well when they are not on strike) with a deadline to respond and I have had a lot of success with this.

Your persistence in following up with leads shows dedication, but it’s important to strike a balance between persistence and respecting a potential client’s boundaries. Let’s break this down:

1. Understanding the Nature of the Lead

• How Was the Lead Generated? The origin of the lead matters. If the lead came through a referral, a direct inquiry, or a conversation where they expressed genuine interest, a bit more persistence is acceptable. However, if it came through a less direct method—like a web inquiry or a cold outreach campaign—they may not have strong interest, and excessive follow-ups could harm your reputation.
• Qualification of the Lead: Before pursuing a lead aggressively, assess how "qualified" they are. If they haven’t shown significant engagement, their silence may indicate they’re not ready to commit.

2. Respect Their Silence

• If a lead isn’t responding, it could mean several things: they’re busy, uninterested, or their priorities have changed. Continuing to call repeatedly without a response may come off as pushy and turn them off from working with you in the future.
• Think of your follow-ups as providing opportunities rather than applying pressure. A couple of polite attempts at different times (e.g., an initial call, a follow-up email or text a few days later) should be sufficient. If they’re interested, they’ll respond.

3. Adopt a Multi-Channel Approach

• Rather than relying solely on calls, consider sending a professional email or text. Sometimes people are more comfortable responding in writing or outside of business hours.
• If they still don’t respond, you can leave the door open with a final message: “I understand this might not be the right time for you. If your needs change, please don’t hesitate to reach out. Wishing you the best!” This leaves a good impression without being overly persistent.

4. Timeframe for Follow-Ups

• A general rule of thumb is to make 2-3 attempts within a week or two, spaced appropriately. After that, it’s better to move on and focus on more promising leads. You can revisit cold leads after a few months if you think the timing might have been an issue.

5. Why Over-Persistence Can Backfire

• Repeated attempts can come across as desperate or unprofessional. They may also damage your reputation if the lead shares their negative experience with others.
• Time spent chasing uninterested leads is time you could use to build relationships with genuinely interested clients or to market yourself to new prospects.

6. A Strategy for the Future

• Consider implementing a lead-nurturing system where you track interactions and schedule a limited number of follow-ups for each lead. Automating emails or texts for non-responding leads could save time and reduce the risk of over-persistence.  I once used "SalesForce" but it was overly complex for our little business, and ludicrously expensive.  My sales people hated it!
• Make it easy for potential clients to say “no.” Some people simply don’t respond because they’re uncomfortable rejecting someone directly.  You know how you dislike unwanted e-mail.  So do they.  Most legitimate marketing provide an "opt out" button.  Do the same for your leads:  Provide them with a polite way to decline if they’re not interested, such as, “If this isn’t a good fit for you right now, just let us know, and we won’t bother you further.”  

Closing Thought:

Your time and energy are valuable. It’s better spent on qualified, engaged leads than on chasing silent ones. Persistence is important, but professionalism and respect for a potential client’s time and preferences are what will leave the lasting impression.

Excited for this! It should cut our lag time between in home assessment and quote delivered to the customer.

We quote about 8 different types of cleaning services for different scenarios and we will have a template for each. We will be so happy to quit using a fake client "Dummy Account" with several quotes that we "create similar" as a work around to the lack of templates. These sit in a limbo status in Jobber which is annoying and out of place. 

Sadly, this feature is not in OUR Jobber yet. Is this a lab? I will look and see if I can turn it on.

A newer feature we are enjoying is the new disclaimer section on the quotes and the fact that we can make changes to it "for all future quotes" so that we don't have to go back as we add to this section and change it on all of our Dummy Quotes. 

Hey AwesomeJobBer25, our Success Team is best equipped to answer this question for you. Please contact them by phone at 1-888-721-1115 or through the chat function in your account. Thank you!