Thank You and Next Steps


Ok, that covers all of the questions. Thank you for taking the time to provide this helpful information. This sounds like a great project.

Next I will pass this information onto the team and someone will follow up with you in the next day or two.

Is there anything else I can help you with before I let you go? (no)

Ok great.  I will send you an email right after this call just so you’ll have my contact info while you’re waiting to be contacted by Mike/Christian.

I’m also going to attach a digital Brochure with more about our process and experience with this type of project. In the meantime, please don’t hesitate to reach out to me with any questions.

(Gracefully End Call and complete “next steps” below)


•Copy and paste and send the email template content below to the client right after the call. Be sure to change the “Name” to the client’s name. Be sure to attach the appropriate digital brochure (New home, addition/reno/High performance) based on the type of project the client is inquiring about.

•Distribute a copy of the information form and preferred contact time to the team for follow up

•Send this person’s name, phone and email address to Ed Smith so they can be added to our email list


Dear NAME,

It was nice chatting with you! I know the team will be excited to learn more about your project!

I’m also attaching a digital brochure that talks about The Valle Group’s approach to working with our clients and features some projects similar to yours. I just thought this might be of interest to you.

Looking forward,