Window quotes followed up and signers put through
A whole-house window quote is a big decision and a long pause. The agent calls a few days later, answers what's on the quote, and puts the homeowner who says "let's do it" straight through to their consultant.
A quote presented and not signed after the days you choose.
Calls with the quote open, answers questions on it, warm-transfers buyers to the consultant.
Signings with the consultant, and the real hold-up on every open quote.
How it works
- Lists the open quotes
Presented and unsigned after your wait, with the consultant's notes from the kitchen table.
- Calls with the quote open
The openings, the product line, triple or double glazing, the colour inside and out, and the total, as written.
- Answers from the quote
Which windows are on it, what the warranty covers, the lead time on custom units. Anything else goes to the consultant.
- Hears the hold-up
Price, financing, doing it in phases, waiting for a rebate decision. One question, written on the quote.
- Puts buyers through
A homeowner ready to sign is warm-transferred to their consultant, with a short summary first.
- Books the rest
A visit or call with the consultant to phase the job or change the product.
Example call
- AI agentHi Mrs. Friesen, it's Emma from Clearview Windows. Linda went over your quote for the twelve windows and the patio door last week. Any questions on it?
- CustomerWe talked it over. We'd like to go ahead, but only the front of the house and the patio door this year.
- AI agentThat's a good way to do it. Linda can rework the quote for the front windows and the door. Want me to put you through to her now?
- CustomerSure.
- AI agent(privately, to Linda) Friesen quote, twelve windows plus patio door. Ready to go ahead with front windows and the patio door only this year. Connecting.
- AI agentMrs. Friesen, I have Linda for you now.
After the call: Linda takes the call knowing the Friesens want to phase it, reworks the quote while they're on the line, and sends the signing link. The quote shows "phase 1: front windows and patio door".
What your team gets
- Every open quote called on your schedule
- Ready buyers warm-transferred to their consultant
- The hold-up written on each quote
- Phasing and product changes booked with the consultant
- A report of quotes called, signed and lost
Questions
Will it lower the price to close?
No. It reads the quote as written. Price talk goes to the consultant.
What if their consultant is in another home?
It books a call back at a time the homeowner picks and texts the consultant the summary.
Does it explain financing?
It reads the financing options you've given it and leaves the details to the consultant.
Hear it on your phone
Request a demo call and the agent phones you, set up for windows and doors like yours.