Industries

Window and door companies.

The lead is already bought and the site visit is already spent. What is missing is the fourth, fifth and sixth touch, on a decision that takes months, long after everyone has moved on to this week's estimates.

The call we would make

Which piece goes first.

One goes first, chosen by whichever is cheapest to run and fastest to read in your numbers. In this trade, here is the order and why.

Goes firstChase every quote. Day 1, 3, 7, 14 and 30, with the old ones getting "we recently saw you", never "yesterday".
ThenOne page where you stand, so open estimate value stops being a number nobody can produce on demand.
Number that movesNew sales, out of leads you have already paid for. Nothing new gets spent to move it.
Hands off whenThe customer asks about the job. That goes to your estimator, with the history attached.

For a window company: 151 open estimates surfaced, median 122 days old, now in a sequence instead of a drawer.

The constant

The same six, in this order.

Nothing here is built for windows and doors specifically. The six are the same in every trade we run; what the trade decides is where you start.

01Answer every call
02Chase every quoteGoes first
03Bring past customers back
04Know which ads made the phone ring
06Keep customers warm

Each has a written rule for when it stops and hands the decision to a person. The six in full, on Our Process.

Send the four numbers

What we would run for your windows & doors business.

Send what you have and we tell you which piece we would run first and what we would expect it to move. The first two steps are free either way.

Send what you have of the four numbers

The short version of our questionnaire. Leave blank anything you don't know; that is an answer too and it tells us where to start. One of us reads it, usually the same day, and the confidentiality commitment comes back with our reply. Want it in writing before you share a number? Check the box at the bottom and we send that first.

Where the reply goes. A mobile number means we may text you back; reply STOP any time.
Per month
Per month
Salespeople, commissions, sales and marketing managers, agency, all ads. Not office overhead or your own pay.
Percent left after materials, crew and equipment on the job
Optional
A sentence or two is plenty

Is that your week?

Fifteen minutes on the phone and you leave with the questionnaire and a signed confidentiality commitment, whether or not we work together.