ServiceStack AI for Home Service Contractors: The Lead-to-Review Kit
ServiceStack AI for Home Service Contractors: The Lead-to-Review Kit
The Lead-to-Review Kit: fill-in AI prompts, checklists and a working spreadsheet for plumbers, HVAC techs, electricians, handymen, roofers, landscapers and other home service pros who quote and run their own jobs.
I built ServiceStack AI after struggling to write useful AI prompts for my wife's catering business across several AI tools. Generic prompts gave generic answers. This kit has prompts written for home service contractors: fill in the [BRACKETS] with your details, paste into ChatGPT, Claude or Gemini, and get a draft that fits your job. You review it and send it yourself.
What's inside
-
15 fill-in prompts, one per page, each with when to use it, the prompt, what you get back and a tip. They follow the work from the first call to the review:
- First Reply to a New Lead
- Subcontractor or Supplier Quote Request
- Written Estimate With Scope and Exclusions
- Good-Better-Best Options Estimate
- Estimate Follow-Up
- Appointment Confirmation and Prep Instructions
- Permit and Inspection Explainer for the Homeowner
- Delay Notice for Parts, Weather or Permits
- Change Order Explainer
- Repair or Replace Explanation
- Progress Payment Request at a Milestone
- Job Completion Summary With Care Notes
- Review Request for the Trades
- Warranty Callback Reply
- Seasonal Maintenance Reminder
- 2 fill-in checklists: Site Visit and Estimate Checklist and Job Completion Walkthrough Checklist.
- A step-by-step routine that tells you which prompt to use at each stage, plus a workflow map.
- After-job care: 3 polite, ready-to-edit emails (1 week, 1 month, 11 months).
- Estimate & Change-Order Calculator (.xlsx with working formulas): Price a job line by line with your cost and markup, see your totals by type, sales tax, deposit and gross margin, then track change orders, payments and the balance due as the job goes. Includes a blank tab, a tab marked EXAMPLE with made-up numbers, a How It Works tab and a printable PDF version.
- A "save your basics once" page, a before-and-after example, and plain-language ground rules.
Details
- Format: digital download, one zip file with the kit PDF (27 pages, US Letter), the .xlsx spreadsheet and its printable PDF. Nothing is shipped.
- Works with ChatGPT, Claude or Gemini, free or paid.
- The spreadsheet opens in Excel, Google Sheets, Apple Numbers or LibreOffice.
Please note: AI drafts can contain mistakes, so check every price, date and term before you send anything. This kit isn't legal, tax or accounting advice; follow your own contract and local rules. Licenses, permits and codes: You're responsible for licensing, permits, codes and inspections where you work. The prompts don't know your local rules, so never let a draft say a permit isn't needed unless you've checked. Safety comes first: For gas, electrical, water or structural hazards, give your safety line before anything else. A draft never replaces your judgment on site. Check every price and total yourself.
Want help with the rest of your business? The ServiceStack AI Toolkit ($67) has 80 fill-in AI prompts in 12 categories, 25 templates, 39 swipe files and 25 SOPs, with a 7-day money-back guarantee.
Questions before you buy? Email support@getservicestackai.com.
Instant download · 7-day money-back guarantee
What's inside
One zip file with 6 PDFs and an HTML viewer of the same content:
- Start Here: how to use the toolkit and where to begin.
- 01 · Main Guide (35 pages): the 5 Pillars of a service business and the 7-Day Quick Start.
- 02 · AI Prompt Library: 80 core fill-in prompts in 12 categories (Content Creation; Sales & Outreach; Client Delivery; Marketing & Lead Generation; Strategy & Planning; Operations & Productivity; Copywriting & Content Strategy; Customer Research & Insights; Personal Branding; Analytics & Optimization; AI & Tech for Service Businesses; Mindset & Performance), plus the Variation Formula.
- 03 · Template Library: 25 templates (T1–T25), including Niche Definition Worksheet, Ideal Client Profile Builder, Pricing Calculator, Brand Voice Guide, 90-Day Content Calendar, Discovery Call Script, One-Page Proposal, Client Welcome Email, Client Intake Form, Weekly Status Update, Referral and Testimonial Requests, Simple P&L Tracker, Cash Flow Forecast and Sales Pipeline Tracker.
- 04 · Swipe File Vault: 39 swipe files (SF1–SF39) in 10 sections: cold email, sales calls, objection handling, LinkedIn, email marketing, client communication, sales pages, social media ads, content upgrades, and networking & partnerships.
- 05 · SOP Library: 25 standard operating procedures, from Weekly Content Creation and Discovery Call to Client Onboarding, Scope Change Request, Hiring a Contractor and Pricing Review.
Who it's for
A good fit if you:
- Run a service business as a consultant, coach, freelancer or small agency owner.
- Already use (or want to use) ChatGPT, Claude or Gemini but keep getting generic output.
- Rewrite the same proposals, follow-ups, onboarding emails and posts from scratch.
- Want written processes (SOPs) for the work you repeat with every client.
Probably not a fit if you:
- Sell physical products or run an e-commerce store. The toolkit is written for service work.
- Want done-for-you software or automations. This is a set of prompts, templates and guides you use yourself.
- Won't spend a few minutes filling in the [BRACKETS] for your business.
The 5 pillars
The Main Guide organizes everything around the 5 stages of running a service business:
- Foundation: get clear on who you serve (niche, ideal client, offers, pricing, brand voice).
- Visibility: get found by ideal clients (content calendar, LinkedIn, newsletter, lead magnet).
- Acquisition: turn prospects into clients (outreach, discovery calls, objections, proposals).
- Delivery: onboard and serve clients well (welcome, intake, kickoff, weekly updates, scope changes).
- Growth: grow without burning out (referrals, testimonials, planning, finances, outsourcing).
Each pillar points you to the matching prompts, templates, swipe files and SOPs.
Quick start
The Main Guide includes a 7-Day Quick Start. About 90 minutes to 2 hours a day:
- Day 1, Foundation: niche statement, ideal client profile, 3-tier offer and pricing.
- Day 2, Lead magnet: plan and draft a simple lead magnet.
- Day 3, Content calendar: plan 30 days of posts, write this week's 7.
- Day 4, Discovery process: customize your call script, objection responses and a proposal.
- Day 5, Outreach: build a 4-email cold sequence and a LinkedIn sequence, and contact your first prospects.
- Day 6, Delivery setup: onboarding workflow, intake form, weekly check-in, welcome email.
- Day 7, Growth and plan: referral and testimonial requests, plus a 90-day plan.
Results depend on your business, your offer and the work you put in. The toolkit doesn't guarantee clients or income.
License
- Personal/business license for one buyer and their own business.
- You can use the prompts and templates to create work for your own clients, and edit the templates as much as you like.
- You can't resell, share, give away or republish the files (or substantially similar copies), or upload them to a shared library or course.
- Need it for a team? Email support@getservicestackai.com.
Full details: Refund policy.
Refunds
7-day money-back guarantee. If the toolkit isn't right for you, email support@getservicestackai.com within 7 days of your purchase with your order number, and you'll get a full refund to your original payment method. You don't need to give a reason.
Refunds usually reach your account 5–10 business days after approval, depending on your bank. Full details: Refund Policy.