During the holidays, when homeowners have their priorities elsewhere, it can be hard for any businesses to keep a steady stream of business—and contractors are no exception.
But with the right messaging at the right time, you can actually engage contacts and keep your pipeline strong during the holiday season.
This post has 16 templates and examples you can use during
the holiday season to:
- Generate new contacts
- Nurture existing ones
- Re-engage dormant ones
- Delight the loyal ones
Who should you reach out to over the holidays?
EVERYONE! You should be exploring every opportunity for appointments, sales, upsells, and referrals.
This includes:
- Old/cold leads that cancelled, didn’t schedule, or fell through the cracks.
- Quoted prospects that didn’t close or went MIA.
- Past customers that have gone dormant.

Why reach out over the holidays?
Did you know that 62% of leads that don’t buy from you immediately will buy from you within 12 months? The contacts in your CRM are a gold mine if you know how to work them right.
By reaching out over the holidays, you can:
- Generate leads to fill your pipeline in the new year.
- Close sales to finish the year strong.
- Be top of mind when January arrives.
- Prevent opportunities from slipping through the cracks.

3 tips for successful holiday contractor sales outreach
To get the best results with these templates, remember these three things:
1. One message isn’t enough
Remember that a one-message follow up is NOT effective follow up. You should be sending a minimum of three messages, using a minimum of two channels (text and email).
Use the templates to craft a series of messages. You can mix and match, switch things up and condense them down. You can also use our regular (non-holiday) HVAC sales follow-up templates to get ideas for subsequent messages, and then adapt them to your holiday messaging.

2. One channel isn’t, either
You’ll have the best chances of getting a response from a homeowner if you reach out to them over multiple channels. Use these templates for emails, texts, and even voicemails.

3. Go for the response, not the sale
Don’t go for the sale. If you do, you’ll end up either with too much text in one message, or sounding desperate. Instead, focus on just getting a response from the homeowner. Keep your message short and end with a question or invitation to respond back.
















