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?

email

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

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Get the full sequence as a PDF + CRM import file

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