RAZZLE DAZZLE

BY FLOOR DADDY

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Configure SMS templates and role permissions

Lead Notification
Sent to lead when appointment is created

Hi {lead_first_name},

You’re officially on the calendar 🎉

Your Floor Daddy in‑home design consultation is confirmed for:

📅 {appointment_date}

⏰ {appointment_time}

And we’re bringing the full Razzle Dazzle.

Track your appointment here:

{lead_tracking_url}

This isn’t a quick “measure and quote” visit.

It’s a full project strategy session designed to give you clarity, confidence, and real numbers - not guesses.

Here’s what you can expect when we arrive:

✔ Professional in‑home evaluation by a trained flooring design consultant

✔ Flooring options shown in your lighting with your furniture

✔ Accurate measurements

✔ All‑inclusive project pricing with no hidden fees

✔ Prep and installation standards explained

✔ Low Price Guarantee protection

✔ Flexible financing options

✔ 500+ five‑star reviews backing our reputation

We don’t rush.

We don’t pressure.

We don’t leave you guessing.

Our goal is simple:

When we leave, you’ll understand exactly what your project looks like, what it costs, and what makes Floor Daddy different.

If you’re able, please put your pets away and clear a little space in the areas you’re considering is very helpful to us- we’ll handle the rest!

We’re excited to meet you and show you what the Razzle Dazzle experience actually feels like in person.

See you soon,

The Floor Daddy Team

602-313-3000

Sent to CC recipients when appointment is created

Day 1 Follow-Up Email to Lead
Sent to lead 1 day after appointment is created (via daily cron)

Hi {lead_first_name},

Just a reminder - when we meet, you’re not just getting a quote.

You’re getting:

✔ All‑inclusive pricing - no surprise prep add‑ons

✔ Floor Daddy field manager on site

✔ Dust‑controlled tile removal

✔ Professional floor leveling and moisture evaluation

✔ Painted wall base finishing

✔ ½ inch upgraded carpet pad comes standard

✔ Industry‑leading lifetime installation warranty

✔ One time transfer of warranties if you sell your property

✔ Included air duct cleaning

✔ Low Price Guarantee protection

✔ Flexible financing options

✔ 500+ five‑star reviews backing our reputation

There’s zero risk in waiting to see the full picture so don’t commit to anyone else before speaking with us.

We look forward to meeting you on {appointment_date}, from {appointment_time}!

Sent directly to the lead's email address 1 day after appointment creation

Available Variables: {lead_first_name}, {lead_last_name}, {lead_name}, {appointment_date}, {appointment_time}, {location_address}, {lead_tracking_url}

Day 2 Follow-Up Email to Lead
Sent to lead 2 days after appointment is created (via daily cron)

Hi {lead_first_name},

Here’s something important to know before your consultation:

You’re not taking any risk by waiting for us.

Floor Daddy offers a Low Price Guarantee on comparable projects. If you receive another written proposal before we meet, we’re happy to review it side‑by‑side and ensure you’re getting equivalent materials, prep, and warranty coverage.

If it’s truly comparable, we match legitimate offers.

That means you don’t have to rush a decision out of fear of missing a deal.

You can gather information, compare intelligently, and move forward confidently.

Waiting costs you nothing.

Making a rushed decision sometimes does.

We’ll see you soon.

- The Floor Daddy Team

Sent directly to the lead's email address 2 days after appointment creation

Available Variables: {lead_first_name}, {lead_last_name}, {lead_name}, {appointment_date}, {appointment_time}, {location_address}, {lead_tracking_url}

Day 3 Follow-Up Email to Lead
Sent to lead 3 days after appointment is created (via daily cron)

Hi {lead_first_name},

Let me say something most flooring companies won’t.

In this industry, speed sells.

The first company in the door often wins — not because they’re better… but because they’re first.

And that’s exactly where many homeowners get into trouble.

Because flooring is not a commodity purchase. It is a preparation‑driven installation project. And the difference between a floor that looks good for six months and one that looks great for ten years almost never shows up in the initial quote.

Here’s what typically doesn’t get discussed in “quick” proposals:

✔ Subfloor leveling tolerances

✔ Moisture testing standards

✔ Proper underlayment selection

✔ Transition planning

✔ Dust‑controlled removal

✔ Warranty fine print

✔ Change orders after install begins

Most quotes are built to win the appointment. They purposely leave a ton out just to “get” your business only to hit you with a bunch of hidden fees and “add ons” later.

This is why most of our competitors have a ton of bad reviews online!

Our proposals aren't just built to win the project…their built to WIN A LIFETIME CLIENT THAT RAVES ABOUT THEIR EXPERIENCE WITH US!!!

For example, our projects typically include:

✔ Floor Daddy field manager on site

✔ All‑inclusive pricing - no surprise prep add‑ons

✔ Dust‑controlled tile removal

✔ Professional floor leveling and moisture evaluation

✔ Painted wall base finishing

✔ ½ inch upgraded carpet pad comes standard

✔ Industry‑leading lifetime installation warranty

✔ One time transfer of warranties if you sell your property

✔ Included air duct cleaning

✔ Low Price Guarantee protection

✔ Flexible financing options

✔ 500+ five‑star reviews backing our reputation

We call it the Razzle Dazzle difference - not because it’s flashy, but because it removes the small frustrations that turn into big regrets later.

At Floor Daddy, we structure our in‑home consultation differently.

It is not a rushed price drop. It is a full project evaluation designed to eliminate surprises before they happen.

And here’s the part that matters most:

You lose absolutely nothing by waiting for us.

Our Low Price Guarantee means if you receive a legitimate comparable proposal, we will review it and match it when appropriate.

So waiting does not cost you money.

Rushing sometimes does.

The only real risk is making a decision before you’ve seen everything clearly laid out in your own home.

We don’t ask homeowners to decide quickly.

We ask them to decide confidently.

If you’ve already received a quote, great.

Bring it to the table when we meet.

Let us show you what’s the same, what’s different, and what actually matters long term.

If after that you feel someone else is a better fit, you’ll at least know you made an informed decision.

That’s all we want.

We’ll see you on {appointment_date} between {appointment_time}...and if you need to reschedule for any reason please reach out to us at 602-313-3000

- The Floor Daddy Team

Sent directly to the lead's email address 3 days after appointment creation

Available Variables: {lead_first_name}, {lead_last_name}, {lead_name}, {appointment_date}, {appointment_time}, {location_address}, {lead_tracking_url}

Consultant Notification
Sent to consultant when assigned to appointment
Lead Consultant Assignment
Sent to lead when consultant is assigned
Lead Reschedule Notification
Sent to lead when appointment is rescheduled


Consultant Reschedule Notification
Sent to consultant when appointment is rescheduled
Lead Cancellation Notification
Sent to lead when appointment is cancelled


Consultant Cancellation Notification
Sent to consultant when appointment is cancelled
Consultant "On My Way" Notification
Sent to lead when consultant clicks "On My Way"
Consultant "I've Arrived" Notification
Sent to lead when consultant clicks "I've Arrived"
Lead Not Sold Notification
Sent to lead when appointment is marked as Lost, Pitch and Miss, One-Leg, or Credit Decline

Hi {lead_first_name},

It was great meeting with you today - thank you for taking the time to walk through your space and goals with us.

Our aim during the consultation is always the same: help you make a clear, confident decision by seeing everything in your home, understanding your options, and laying out a plan that makes sense long‑term…not just today.

Based on what we reviewed, your project is well‑suited for our Razzle Dazzle approach: clear pricing, proper preparation, clean installation, and follow‑through at every step. It’s designed to remove the common friction points homeowners experience and replace them with a process that feels organized and well handled.

You now have everything you need to move forward comfortably:

  • A clear scope of work
  • Straightforward project pricing
  • Built‑in prep, protection, and warranties
  • A defined next‑step timeline

If you decide to move ahead, we’ll take care of the coordination from here…materials, scheduling, preparation, and installation…with management oversight and a final walkthrough at the end.

If you have any questions after sitting with everything, we’re always happy to talk them through. And if you’re ready for next steps, just let us know…we’ll make it easy.

Thanks again for inviting us into your home. We appreciate the opportunity and look forward to delivering a result you can feel confident about.

Call us any time at 602-313-3000

Best regards,

The Floor Daddy Team

Customer Sale Confirmation
Sent to customer when appointment is marked as sold

Welcome to the Floor Daddy family {customer_first_name}.

We’re genuinely glad you chose to work with us, and we appreciate the trust you’ve placed in our team.

When it comes to flooring, most of the value isn’t just in the product…it’s in how the project is handled. Clear pricing, proper preparation, clean installation, and real follow‑through make all the difference. That’s exactly what our process is built around.

This is what we call the Razzle Dazzle Experience… not flash or hype, but doing the details right so the entire project feels straightforward and well managed from start to finish.

And now that you’ve chosen to work with us, your project is officially underway. 🎉

Attached, you’ll find a copy of your contract for reference. It outlines your project scope, pricing, and the protections included with your installation, so everything is clear from the beginning.

View your contract here: {project_tracker_url}

What happens next:

Within the next 24 hours, a member of our team will give you a call to:

  • Welcome you personally
  • Confirm project details
  • Review scheduling and next steps

From there, we handle the coordination, preparation, and installation, with management involved along the way and a final walkthrough once the job is complete.

If you need us:

We’re always easy to reach.

🔨 Installation questions: 480‑805‑5740

📞 Customer care: 480‑764‑2412

At Floor Daddy, Razzle Dazzle means you don’t have to worry about the details… because we do. Our goal is a clean, professional installation done right the first time, so you can feel confident about your floors for years to come.

Thank you again for choosing Floor Daddy. We’re looking forward to delivering an experience that confirms you made the right decision.

Warm regards,

The Floor Daddy Team

Customer Project Created
Sent to customer when project is created

Hi {customer_first_name},

I wanted to personally welcome you to Floor Daddy and thank you for trusting us with your home.

I recorded a short video for you that explains how I think about our work, our responsibility to our customers, and what you should expect from us as your project moves forward.

👉 Watch my short welcome video: {project_tracker_with_video_url}

Flooring projects only go well when the details are handled correctly…clear pricing, proper preparation, clean installation, and real follow‑through. That’s what we’ve built our process around, and it’s something I take personally as the owner of the company.

You won’t just hear from me here - our entire team is aligned around making sure your experience is organized, professional, and done right the first time.

Thanks again for choosing Floor Daddy. We’re glad to have you with us, and I look forward to delivering a result you can feel confident about.

Best regards,

Cody Sperber

CEO, Floor Daddy

DC Ticket Assigned
Sent to Design Consultant when ticket is assigned
Requester Category Resolved
Sent to Order Processor when a ticket category is resolved
DC New Message Notification
Sent to DC when they receive a new message on a ticket
Requester New Message Notification
Sent to Order Processor when they receive a new message
DC Resolution Denied
Sent to DC when resolution request is denied
DC Ticket Reminder
Manual reminder sent to DC about open tickets
DC Follow-Up Reminder
Daily reminder sent to DC about follow-up appointments

Available variables: {dc_first_name}, {count}, {customer_last_names}, {tasks_url}

All DCs with Follow-Ups
Kirby Lacy
Darren Goldberg
Benny Benavides
Nick Curran
Corey Hoffman
Jed Cowdell

ℹ Automated daily at 9 AM to all DCs with follow-up appointments

Last Run: 10/8/2026, 3:00:22 PM

Email Diversion for Testing
Divert notification emails to a test address

When diversion is enabled, all emails will be sent here instead

Lead Appointment Created

Day 1 Follow-Up Email

Day 2 Follow-Up Email

Day 3 Follow-Up Email

Lead Reschedule

Lead Cancellation

Sale Confirmation

Project Created

24-Hour Reminder

48-Hour Reminder

72-Hour Reminder

Lead Not Sold

Testing Mode: When enabled, emails go to the test address. Remember to disable after testing!

Calendar CC Settings
Configure recipients for all appointment calendar invites

Enter your Google Calendar group ID

Add email addresses to be CC'd on all calendar invites and notification emails

jonathan@floordaddy.com

Set a reply-to address for all notification emails (optional)

Value Add Keywords for Transcript Analysis
Keywords to identify in transcripts for tracking value adds
Includes Basic Floor Prep
Dustless Tile Demo
Up to 60 Months 0% Interest
We can provide painted base
Include 1/2" carpet pad on all carpet jobs
Clean Air Ducts For Free on Qualified Purchases
Field Manager Check in and Do Final Walkthrough
Lifetime Labor Guarantee
One Time Transfer of Warranties To New Homeowner
Sale Photo Requirements
Configure which photos are required when marking appointments as sold

RAZZLE DAZZLE Folder Photo

Require photo of folder left at property

Yard Sign Photo

Require photo of yard sign (unless customer opts out)

24-Hour Appointment Reminder
Sent to lead 24 hours before appointment (via cron job)

Hi {lead_first_name} - just a quick reminder that we’ll see you tomorrow, {appointment_date}, with an arrival window between {appointment_time}.

Your Floor Daddy design consultant will come prepared with flooring options, measurements, and a clear plan for your space. This visit is about getting things right… seeing the floors in your home, answering questions, and walking through next steps with no pressure.

If you’re able, having a little open space in the areas you’re considering new flooring will be helpful…we’ll take care of the rest.

If anything changes or you need to reschedule, just reply here and we’ll make it easy.

Looking forward to meeting you,

If you’d like to reschedule to a better time, feel free to call: 602-313-3000

The Floor Daddy Team

All Appointments (Tomorrow)
Nick June - 1/19/2026 3pm to 5pm
John Adams - 1/27/2026 9am to 11am
Dotta Tachoir - 2/6/2026 12pm to 2pm
Theresa Nielsen - 2/17/2026 3pm to 5pm
Dan Olson - 2/18/2026 9am to 11am
Kevin Defreitas - 2/19/2026 6pm to 8pm
Adrian Green - 2/19/2026 3pm to 5pm
Rosie Steward - 2/23/2026 3pm to 5pm
Kristen Cook - 2/24/2026 12pm to 2pm
Kristen Cook - 2/24/2026 12pm to 2pm
Patricia Geurink - 2/25/2026 12pm to 2pm
Tracey Davis - 3/10/2026 6pm to 8pm
Jodie Arcilla - 3/11/2026 6pm to 8pm
Autie Scaggs - 3/18/2026 3pm to 5pm
Pat and Julia Stover - 3/23/2026 3pm to 5pm
Angela Pedersen - 3/26/2026 6pm to 8pm
Suzette Gallego - 3/27/2026 6pm to 8pm
Elaine Rittenhouse - 3/28/2026 3pm to 5pm
Austin Thomas - 4/6/2026 12pm to 2pm
Austin Thomas - 4/6/2026 12pm to 2pm
Bre Arevalo - 4/10/2026 9am to 11am
Joshua Manning - 4/15/2026 9am to 11am
Kylan and Matt Lottich - 4/16/2026 9am to 11am
Freddy Chase - 4/16/2026 6pm to 8pm
Matt Rowley - 4/23/2026 3pm to 5pm
Paul Phasouk - 4/25/2026 3pm to 5pm
Mary Lou Mcneill - 4/27/2026 12pm to 2pm
Kelly Cook - 4/30/2026 12pm to 2pm
Clinton Ballard - 4/30/2026 3pm to 5pm
Andrew Zamora - 5/6/2026 12pm to 2pm
don Rogers - 5/7/2026 3pm to 5pm
Larry Kisner - 5/16/2026 3pm to 5pm
Gino Garcia - 5/16/2026 12pm to 2pm
James Dacier - 5/17/2026 9am to 11am
Patricia Karbula - 5/19/2026 3pm to 5pm
Brooke Aderhold - 5/20/2026 12pm to 2pm
Steven Estudillo - 5/22/2026 6pm to 8pm
Karen Hobbs - 5/22/2026 12pm to 2pm
Zane Broome - 5/23/2026 9am to 11am
Analise Valdez - 5/26/2026 3pm to 5pm
George Ojedam - 5/26/2026 12pm to 2pm
George Ojedam - 5/26/2026 12pm to 2pm
Eric Venezia - 5/28/2026 9am to 11am
Veronica Candelaria - 6/1/2026 9am to 11am
Veronica Candelaria - 6/1/2026 9am to 11am
Dave & Lori Malins - 6/2/2026 12pm to 2pm
Phil Mannion - 6/3/2026 6pm to 8pm
Isela, Antonio, and Anna-marie Ortega - 6/4/2026 12pm to 2pm
Twan Le - 6/9/2026 12pm to 2pm
Elmo Griffin - 6/10/2026 6pm to 8pm
48-Hour Appointment Reminder
Sent to lead 48 hours before appointment (via daily cron)


ℹ Automated daily at 9 AM (Arizona time) for appointments 2 days out.

72-Hour Appointment Reminder
Sent to lead 72 hours before appointment (via daily cron)


ℹ Automated daily at 9 AM (Arizona time) for appointments 3 days out.

Daily Finance Report Recipients
These addresses receive a daily email listing all pending payment projects with a link to the Finance page
karen.anderson@floordaddy.com
makoto.kennedy@floordaddy.com
paul.tiro@floordaddy.com
karina@floordaddy.com
michael@floordaddy.com
bryant@floordaddy.com
jonathan@floordaddy.com

ℹ Sent automatically every morning at 8 AM (Arizona time). Only sent when pending payment projects exist.

Available Variables

Click to copy to clipboard

lead Information

customer Information

appointment Information

project Information

consultant Information

ticket Information