Lead Follow-Up for Window & Door Companies
More in-home consults. Fewer no-shows. More signed quotes.
Octopus replies to every window and door lead in seconds, books consultations, sends reminders and follows up on every quote until the homeowner decides.
Sound familiar?
Most windows & doors companies lose jobs in the same few places. Here's where yours probably bleeds.
Leads cost a lot.
The first company to reply usually books the consultation.
Booked consultations don't show.
Sales reps drive out only to find empty driveways.
Homeowners get 3 quotes.
Without follow-up, your proposal sits unread on a kitchen counter.
Past customers never hear from you again.
Even when they are ready to replace remaining windows or an entry door.
Stay in front of them the whole time they decide
Windows & Doors buyers don't decide in a day. Octopus keeps your proposal alive across the whole timeline — and stops the moment they sign or say no.
- 1Day 0Inquiry
Homeowner reaches out.
- 2Day 0Reply in seconds
AI answers instantly.
- 3Day 2Consult booked
Meeting scheduled.
- 4Day 7Proposal sent
Your quote goes out.
- 5Day 10–45Follow-ups
Patient, timed nudges.
- 6SignedClosed
They sign with you.
How Octopus fixes it
Real situations, step by step — exactly what your AI does the moment a lead comes in.
The replacement windows web lead
A reply in seconds, a few questions (how many windows, timeline), then a booked in-home consult.
The booked consultation
Reminders before the visit, plus a confirm-or-reschedule text to cut no-shows.
The $12,000 quote
Follow-ups on day 2, 5 and 10, with your rep alerted the moment the homeowner replies.
The missed call
An instant text-back and a callback task.
A real exchange, start to finish
This is the conversation your lead gets — automatically, any hour.
Thanks for reaching out. How many windows are you looking to replace?
About 12, whole house
Great. We do free in-home measurements. Is Saturday morning or Monday evening better?
Saturday
Booked for Saturday 10am. You'll get a reminder the day before.
Next-project reactivation — on autopilot
Check-ins with past customers about the rest of the house (more windows, entry doors, patio doors), plus referral requests.
Available on the Scale plan — the recurring money-maker built for windows & doors.
- Triggers at the right time of year
- Reaches out to past customers only
- Stops the moment they book or opt out
- Your team takes every real conversation
Built for Windows & Doors
The rules your AI follows — so it builds trust, never puts a homeowner at risk, and never overpromises.
Never quotes prices over text or phone unless you approve ranges
Never promises financing or install dates
Qualifies leads by project size and timeline
Your sales rep always handles the pricing conversation
Recommended plan
Window and door sales are quote-driven. Growth's estimate follow-up is where the money is.
See full pricingWhat's included
- 24/7 AI call answering
- Instant missed-call text-back
- Estimate & quote follow-up
- Review requests after jobs
- Calendar booking (if connected)
- Month-to-month, no contract
Do the math
with $2,000+ profit
covers Growth for two months.
Example math only.
Windows & Doors FAQ
Can it reduce consultation no-shows?
Yes. Automatic reminders and a quick confirm-or-reschedule text before every appointment.
Can it book straight into my reps' calendars?
Yes, if the calendar connection passes our testing.
Do you run ads for us too?
Yes, with the optional Lead Engine Ads add-on on Growth and Scale.