CRM & Sales Automation

CRM & Sales Automation for Window & Door Companies

Stop losing leads you already paid for. Most window companies don't have a lead problem. They have a follow-up problem. The lead came in at 7pm, nobody called until Tuesday, and a competitor booked the estimate.

Sales capture is the third pillar of our Digital Dominance Method. Windows & Doors Marketing Pros builds the CRM, routes every lead source into one pipeline, automates the first five minutes and the next two weeks, and reports cost per sold job by channel. We build it and we run it.

Book a Demo Call Built on GoHighLevel, or integrated with what you already run.

5-Minute Automated Response, Day or Night
5 to 7 Touch Follow-Up Sequences
Cost Per Sold Job by Channel

The problem

The Lead Was Real. The Follow-Up Wasn't.

You spend real money generating a lead. Then it lands in an email inbox, or a text to the owner's phone, or a spreadsheet, and the clock starts running against you. What this looks like in practice:

Leads arrive after hours and get called the next business dayBy then the homeowner has spoken to two competitors.

One call, no answer, lead abandonedMost sold jobs take 5 to 7 touches.

No idea which channel produced which saleSo budget gets allocated on gut feel.

Nobody updates lead outcomesWhich means the ad platforms are optimizing toward the wrong leads.

No-shows on booked estimatesBecause nothing reminded them.

Quotes that were never followed upThe highest-value leads you have, sitting cold.

Then the conclusion becomes "the leads are junk." Usually the leads were fine.

Want to See What Happens to Your Leads After They Come In?

Book a Demo Call

Our approach

Every Lead Captured, Contacted in Minutes, and Followed Until It Closes or Dies

The third pillar of the Digital Dominance Method is sales capture. Traffic and leads are worthless if the system behind them leaks.

One CRM, Every Channel

Website forms, Google Ads, LSA, Facebook, Maps calls and chat all route into a single pipeline, tagged by source. You finally see which channel produces revenue instead of which produces volume.

5-Minute Automated Response

Text and email fire the instant a lead is submitted, day or night. Your competitors will call tomorrow.

5 to 7 Touch Sequences

Automated calls, texts and emails over the following two weeks, so no lead gets abandoned after one unanswered call.

Two-Way Texting

Homeowners screen calls and answer texts. Your team texts from the CRM, and the whole conversation is logged.

Appointment Reminders and Confirmations

Automated, cutting no-shows on the estimates you worked to book.

Quote Follow-Up Automation

The homeowner who got a quote and went quiet is your warmest lead. Sequences keep working them.

Review Requests Triggered After Install

Automatically, which feeds your Maps rankings and reputation.

Disposition Tracking and Revenue Reporting

You mark what sold, and we report cost per sold job by channel and feed that data back into the ad platforms. This is the single biggest factor separating programs that work from programs that don't.

What a Lead's First Two Weeks Look Like

Lead Comes In
CRM, Tagged by Source
Text and Email Within 5 Minutes
5 to 7 Touches Over Two Weeks
Estimate Booked and Confirmed
Outcome Marked
Data Back to Google and Meta

Deliverables

What's Included

Setup

Full CRM build on GoHighLevel, or integration with what you already run
Pipeline stages mapped to how your sales process actually works
Every lead source connected and source-tagged
Phone number provisioning and call tracking by channel
Two-way texting configured
Calendar and booking integration

Automation

Instant speed-to-lead text and email
5 to 7 touch nurture sequences
Appointment confirmation and reminder sequences
Quote follow-up sequences
Post-install review request automation
Long-term nurture for leads that aren't ready yet
Missed-call text-back

Reporting

Leads by source, by month
Cost per lead and cost per sold job by channel
Pipeline value and conversion rates by stage
Speed-to-first-contact tracking
Monthly review of what to scale and what to cut

Team

Training for your office manager, call center and sales reps
Documented process so it survives turnover
Ongoing support and adjustments as the process changes

Why this matters most

The Number One Predictor of a Marketing Program That Works

The clients who get the best results from us all do one thing: they update lead dispositions and give us feedback. That's it.

When you tell us which leads turned into sits and which sits turned into sold jobs, we stop optimizing for cheap leads and start optimizing for revenue. The CRM is what makes that possible without adding work to your day.

You Mark the Outcome

Sat, sold, no-show, not interested. A few taps in the CRM, minutes a day, and the highest-return thing your team can do.

We Feed It Back to Google and Meta

Both platforms accept sold-job data back. We send it, so the campaigns learn from revenue instead of form fills.

The Algorithms Find Buyers

They start finding people who look like your buyers instead of people who look like form-fillers. Cost per sold job goes down.

Why us

Why Window & Door Companies Run Their CRM With Us

We Build It and We Run It

Not a software license and a login. Configured, automated, tested and maintained.

Built for How Window Companies Sell

In-home estimates, financing conversations, multi-week decision cycles.

Included in the System, Not Siloed

Ads, website, Maps and CRM are one program. Leads never fall between vendors.

Your CRM or Ours

If you don't have a CRM, we provide one. If you have one you like, we integrate.

FAQ

Frequently Asked Questions

Do I have to switch CRMs?

No. We work with GoHighLevel and we integrate with what you already use. If you have nothing, we provide it as part of the engagement.

Will this replace my sales team?

No. It makes them more effective. Automation handles instant response, reminders and follow-up. Your reps do what they're good at: sitting at the kitchen table and closing.

How much work is this for my office?

Setup requires a few hours of your input to map the process. After that the daily lift is updating lead outcomes, which takes minutes and is the highest-return thing your team can do.

Can it text customers automatically?

Yes. Instant response, reminders, follow-up and review requests, all compliant and all logged in the CRM.

How fast until it's running?

Typically 2 to 3 weeks for full setup, automation and team training.

Does it work with my Facebook, Google Ads and LSA leads?

Yes. Website forms, Google Ads, LSA, Facebook, Maps calls and chat all route into one pipeline, each tagged by source, so the follow-up is the same no matter where the lead came from.

What is a lead disposition?

The outcome you mark on a lead: no contact, not interested, appointment set, sat, sold, lost. Those few words are what let us report cost per sold job by channel and send sold-job data back to Google and Meta.

Next step

Let's Find Out Where Your Leads Are Leaking

Thirty minutes. We'll walk through what happens to a lead from the moment it comes in, and show you where the drop-off is. Most companies are surprised. No pitch deck.