The follow-up after the install that brings in referrals
Most custom cabinetry businesses go quiet the day the crew leaves. A simple follow-up plan turns happy clients into your best source of new work.
For most cabinetry businesses, the last contact with a client is the final invoice. The crew packs up, the client sends a thank-you text, and the relationship ends right when the client is happiest.
That is the moment to start the next sale. Not by selling to the same client again, at least not yet, but by making it easy for them to send you their friends.
The first week: ask how it went
Send a short satisfaction survey a few days after the installation. Keep it short: a score from one to ten and one open question. You are looking for two things:
- Problems you do not know about. A door that rubs or a missing filler panel is a small fix now and a bad review later.
- Happy clients. A nine or a ten is your signal to ask for a referral or a review while the kitchen still feels new.
Route low scores to a person the same day. Nothing builds trust like a call that starts with “I saw your answer, let’s fix it.”
The first month: a real check-in
Thirty days after the install, have the salesperson who sold the project call or stop by. By then the client has cooked in the kitchen, filled the closet and lived with the details. This is when you hear the stories that become testimonials, and when the client mentions the neighbor who is thinking about a remodel.
The hard part is not the call. It is remembering to make it for every client, every month. That is why it should be a task that appears on its own, not an item on someone’s list.
The dates that matter
Some dates are reasons to get in touch that never feel like a sales call:
- The anniversary of the installation
- The client’s birthday, if they shared it
- The start of the holiday season, when people host in the spaces you built
A short personal note on these dates keeps your business in mind for the next project and the next referral.
Track where referrals come from
When a new lead says a friend sent them, record who. Over a year, you will see which clients, designers and builders send you the most work, and you can thank them properly. If you pay referral fees, put the rule in writing and let the system calculate them, so nobody has to remember a handshake deal from last spring.
Let it run on its own
None of this works if it depends on memory. Build the steps once: a survey after the install, a check-in task after a month, messages on the special dates. Choose the channel your clients answer, whether text, WhatsApp or email, and respect anyone who opts out.
The result is a business where every finished project keeps working for you long after the crew has left.