MANTLE

POST-JOB WORKFLOW
0 of 7 steps complete
1
Final Walkthrough
Walk the job WITH the customer
Walk every window/surface with customer
Point out specific improvements ("see how clear that is now?")
Ask: "Is there anything you'd like me to touch up?"
Confirm they're 100% satisfied before moving on
Say this:
"Let me walk you through everything we did. I want to make sure you're completely happy before we wrap up — that's the MANTLE guarantee."
2
Before/After Photos
5+ photos minimum for portfolio & reviews
Before photos taken (should be done before starting!)
During/action photos (you or team working)
After photos — same angles as before shots
Close-up of cleanest window (glass reflection shot)
Full house exterior shot (for Instagram/website)
Photos taken:
0
3
Collect Payment
e-Transfer preferred — collect before leaving
Say this:
"Everything looks great! For payment, e-Transfer is easiest — I can send you the details right now. We also take cash if that's easier for you."
E-Transfer Email:
Payment received (e-Transfer, cash, or card)
Confirm amount matches quote
4
Google Review Request
THE most important marketing action
Say this IN PERSON (highest conversion):
"Hey , I'm really glad you're happy with the work. We're a brand new company and Google reviews are honestly the #1 thing that helps us grow. Would you mind leaving us a quick review? I'll text you the link — takes 30 seconds."
Text to send (tap copy):
Hey [Name]! Thanks again for choosing MANTLE 🙏 If you have 30 seconds, a Google review would mean the world to us: [REVIEW LINK] No pressure at all — but it's the single biggest thing that helps a new business like ours. Thank you! - Shaw
💡 Pro Tips:
• Ask IN PERSON at the door — 70% say yes vs 20% from text alone
• If they say yes in person, text the link within 5 minutes (while it's fresh)
• If they hesitate: "Even just a star rating helps — no need to write a novel!"
• Follow up once (3 days later) if they haven't posted it yet
Asked in person
Texted review link
5
Referral Ask
$25 off for them, new customer for you
Say this (right after review ask):
"One more thing — if you know any neighbours or friends who'd want their windows done this spring, we give $25 off their first job when you refer them. And you get $25 off your next visit too. Win-win!"
Referral text to send:
Hey [Name]! Quick reminder — if any of your neighbours or friends want their windows/gutters done, share our link: callmantle.ca/referral They get $25 off, and you get $25 off your next cleaning. Just have them mention your name when they book! 🏠✨ - Shaw, MANTLE
Mentioned referral program
Texted referral info
6
Upsell & Rebook
Quarterly plan or next service
Quarterly plan pitch:
"By the way — most of our clients set up quarterly cleanings so they never have to think about it. You'd save 15% every visit, and I just come back every 3 months automatically. Want me to put you on the schedule?"
Cross-sell (if windows only):
"Now that the windows are done, I noticed your gutters could use some attention. I could come back next week and knock those out — I'll give you 10% off since you're already a MANTLE customer."
Mentioned quarterly plan
Suggested additional services if applicable
Booked next visit (if yes)
7
Thank You Text
Send within 1 hour of leaving
Thank you text:
Hey [Name]! Thanks for choosing MANTLE today — it was great meeting you. Your home looks amazing 🏠✨ Remember, if anything isn't perfect, we'll come back and redo it free. That's our guarantee. Enjoy those crystal clear windows! Talk soon. - Shaw
Thank you text sent

🎉 Job Complete!

Every step done = maximum value captured

$0
Revenue
0
Photos
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