Follow-up sequence
The 7-Day Follow-Up Sequence That Books Window & Door Appointments
Used by Kestrel Ridge to set appointments with 41% of their leads.
Today 2:14 PM
Hi Sarah, it's Mike from Kestrel Ridge — got your request for a window quote. When's good for a free measure?
Thursday after 5?
You're booked: Thu 5:30pm ✅
Why it matters
The first company to reach them usually gets the appointment
Most homeowners request 2–3 quotes. Speed and persistence decide who gets in the door.
Leads called within 5 minutes are far more likely to book than leads called after an hour.
Day by day
Every touch, word for word
call
Call within 5 minutes of the lead landing. Let it ring out, then leave the voicemail below.
text
Hi [Name], it's [Rep] from [Company] — got your request for a window quote at [address]. When's a good time to swing by for a free measure?
Subject: Your window quote, [Name] Thanks for reaching out. I'd love to come measure and give you exact pricing — it takes about an hour. Reply with a day that works, or call me at [phone].
Scripts
Voicemails and objection texts
Voicemail — first call
Hi [Name], it's [Rep] with [Company]. You asked about pricing on new windows at [address]. I'll shoot you a text too — call or text me back at [phone].
Voicemail — final call
Hi [Name], [Rep] from [Company] one last time. If now's not the right time, no problem — text me when it is and I'll get you on the calendar.
"Just getting prices"
Totally fair — most people get 2–3. I can't price windows accurately without measuring, but I can be in and out in under an hour so you've got a real number to compare.
"Need to talk to my spouse"
Makes sense — it's a big decision. When are you both home? I'll come by then so I only take one hour of your time and you can both ask questions.
"Not ready until spring"
No problem. Lead times on custom windows run 6–10 weeks, so measuring now locks in today's pricing and gets you installed right when spring hits.
LeadBuildzy
Get the full sequence as a PDF + CRM import file
