How to Track and Manage Leads for Your Painting Business with DripJobs
Keeping track of leads can be overwhelming, especially when you’re juggling estimates, job schedules, and customer follow-ups. Many painting business owners struggle with losing potential customers simply because they don’t have a streamlined way to manage leads.
That’s where DripJobs comes in. This powerful CRM (Customer Relationship Management) tool automates your lead tracking, ensuring no opportunity falls through the cracks. In this article, we at Taurify will walk you through the best way to track and manage leads using DripJobs, from the first contact to a completed job.
Why Lead Tracking Matters
Before diving into the process, let’s talk about why tracking leads is crucial for your painting business:
Maximizes Conversions – Following up at the right time can turn a cold lead into a paying customer.
Saves Time – Automation eliminates the need to manually follow up with every lead.
Increases Revenue – Knowing where leads are in the pipeline helps you forecast your earnings.
Improves Customer Experience – A well-organized system ensures that no client is left waiting.
Now, let’s break down how DripJobs simplifies this process.
Step 1: Getting Leads into DripJobs
The first step in managing leads is ensuring they enter your system automatically.
Automating Lead Entry
Whether a lead comes from Google, Facebook Ads, or a direct phone call, it should go straight into DripJobs. This can be done manually or through Zapier automations, which instantly transfer leads from platforms like Facebook Lead Ads into DripJobs.
💡 Pro Tip: Automate this step as much as possible to save time and avoid missing out on potential clients.
Step 2: Organizing Leads in the Sales Pipeline
Once a lead enters DripJobs, it moves through a sales pipeline with multiple stages:
Cold Leads – New inquiries that haven’t requested an estimate yet.
Warm Leads – Interested prospects who may request an estimate soon.
Estimate Requested – The lead has requested a quote but hasn’t scheduled a visit.
Estimate Scheduled – The lead is booked for an on-site estimate.
In Draft – Your team is preparing the estimate.
Proposal Sent – The estimate has been sent to the customer.
Proposal Accepted – The client agrees to move forward with the job.
Proposal Rejected – The client declines the offer.
This structured approach ensures no lead is forgotten, and you always know where a potential customer stands in the buying process.
Step 3: Managing Jobs in the Production Pipeline
Once a proposal is accepted, the project moves to the job pipeline:
Project Accepted – The client is ready to move forward.
Project Scheduled – A specific date is set for the job.
Project In Progress – Your crew is actively working on the job.
Project Completed – The work is finished.
Tracking projects in this way helps with workforce scheduling, payment tracking, and customer communication.
Step 4: Automating Follow-Ups & Communication
One of the biggest benefits of using DripJobs is its automated messaging system. This feature sends text messages and emails at key points in the process, such as:
Lead Confirmation: “Thanks for reaching out! Here’s a link to schedule your estimate.”
Estimate Reminders: “Your appointment is scheduled for Friday at 3 PM.”
Project Updates: “We’ll be starting your project tomorrow at 8 AM.”
Review Requests: “We’d love your feedback! Please leave us a review on Google.”
Automation keeps customers informed and engaged without requiring manual effort.
Step 5: Tracking Revenue & Performance
Beyond organizing leads, DripJobs provides valuable insights into your business performance. You can track:
Total value of proposals sent
Conversion rates (how many leads turn into jobs)
Revenue from scheduled projects
For example, if you have $50,000 in proposals sent but only $20,000 in accepted jobs, you might need to improve your follow-ups.
💡 Pro Tip: Regularly check your numbers to see where you can optimize your sales process.
Step 6: Requesting Customer Reviews
Once a job is completed, DripJobs can automatically send a review request. Positive Google reviews help:
Boost your local SEO rankings
Build credibility with future clients
Increase conversion rates from online searches
Encouraging reviews is a simple yet powerful way to grow your painting business.
Conclusion: Take Control of Your Leads Today
Without a proper lead management system, it’s easy to lose customers, miss follow-ups, and leave money on the table.
DripJobs provides an automated, organized approach to tracking leads from first contact to job completion. Whether you're managing cold leads, scheduling estimates, or tracking revenue, this tool makes the process seamless.
💡 Ready to streamline your painting business marketing? Schedule a free call with Taurify today to see how we can help you generate more leads and close more jobs!
Need More Help?
Want to learn more about how DripJobs can improve your business efficiency? Contact us today, and let’s set up a strategy that works for you.
Click here to book a call with our team!
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