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Templates

Keeping the client updated scripts, for the routine messages a job needs

Six messages for the middle of a job. Confirm the day before, and tell the client you are on your way. Send an end-of-day update, and ask for a decision by a date. Put a job on hold when the client goes quiet, and send the weekly update on a long job. Fill in your details once at the top of this page, and every script below updates.

A client with no news starts to worry. A short message at the right moment stops the calls. These six messages cover the routine contact in a job.

The first two cover the day before and the day itself. The next two cover updates and decisions. The last two cover a quiet client and a long job. Fill in your details once at the top of this page, and every script below updates.

Scripts

Script 01 · Confirming the day before the job

Text

Hi [Client name], this is [Your name]. I start [job] tomorrow, [day]. I will arrive between [window]. Please make sure I can get in: [access]. Please also [what the client must do]. Reply with a thumbs up so I know you have this. [Your name]

Why it works One message gives the date, the window, the access and the client task. It also gets a reply.

Script 02 · On my way

Text

Hi [Client name], [Your name] here. I am on my way to [address]. I expect to arrive around [time]. [Your name]

Why it works A short message means the client does not wait at the window and wonder.

Script 03 · The end-of-day update

Text

Hi [Client name], today I finished [done]. Tomorrow I will [next]. [Nothing needed from you. / I need you to decide [decision] by [day].] [Your name]

Why it works Done, next, needed. Three short facts tell the client where the job stands.

Script 04 · A decision is needed by a date

Text

Hi [Client name], I need one answer from you to carry on with [job]: [the question and the choices]. Please reply by [date]. If I do not hear by then, [what happens to the schedule]. [Your name]

Why it works One question, one date, and a clear result if the date slips.

Script 05 · The client has gone quiet, so the job is on hold

Email

Subject: [Job] is on hold

Hi [Client name], I have asked twice about [the question], on [date] and [date]. I have not had a reply yet. I cannot carry on with [job] until I hear from you. I have put it on hold. Once you answer, I will give you the next date I can restart. [Your name]

Why it works A calm, written note after two follow-ups. It says what you need and what happens next.

Script 06 · The weekly update on a long job

Email

Subject: [Job]: update for the week of [date]

Hi [Client name], This week I finished [done]. Next week I will [next]. The job is on track for [finish date]. [Or: the finish date has moved to [new date], because [reason].] [I need you to decide [decision] by [date].] [Your name]

Why it works A set weekly rhythm answers the question before the client asks it.

Questions

How often should I update a client during a job?
Agree it at the start. A short message at the end of each day suits a job of a few days. Once a week suits a longer job.
What if the client does not reply?
Follow up twice, then send a written note that the job is on hold. Say what happens to the schedule.
Should I send these by text or email?
Use the channel the client already uses. Keep to one channel for the whole job.
Do these messages send automatically?
No. You write and send every message on this page yourself. BizBinder sends invoices and invoice reminders only. You can add a note to the job to record what you told the client.

Keep reading

Staying organized

Keeping the client updated — what to say before, during, and while you wait

A client with no news assumes the worst. This guide shows what to send before a job, on the day, and during a long job. It also covers how to ask for a decision and what to do when a client goes quiet. It ends with how much contact is enough.

 Staying organized

Running late and overruns — what to say, and how to stop the repeat

This site covers a client who moves your date. It says little about the day you run late, the job that overruns, or a postponement you must make yourself. Tell the client early. Name a new time in the same message. Then add one habit so it stops repeating.

 After the job

Close out the job — get the client to confirm before you invoice

A job is not finished when the work stops. It is finished when the client agrees, in writing, what was done. This guide walks the five-minute close-out and what to write down. It shows how to list a snag with a date on it. It also covers a client who will not confirm the work before you invoice.

 Templates

Delay and overrun scripts, for the day the hold-up is yours

Seven messages for the day you run late, run over, or get blocked. Cover running late today, an overrun into tomorrow, a postponement, weather, and a late part. Add another trade that is not finished. One script apologises after you miss a slot. Fill in your details once at the top of this page, and every script below updates.

 Templates

Finishing a job scripts, for closing out a job before you invoice

Six messages for the moment a job stops and the moment it is signed off. Send the all-done message. Confirm a snag list with a date against each item, and confirm a snag is cleared. Chase a sign-off that has not come. Tell a client the invoice waits for their confirmation. Hand over a job that someone else signs off. Fill in your details once at the top of this page, and every script below updates.

Want a record of what you told the client?

You write and send every message on this page yourself. BizBinder sends no job texts and no appointment reminders. It does give each job a scheduled date, a status and a dated notes history. Add a note to the job to record what you told the client, and when.

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