What Information Should an AI Receptionist Collect From a Window Lead?

The Real Goal Leave the conversation with enough for a Project Manager to prepare — without asking the homeowner to pre-diagnose their own windows.

Ask This, Not That

Ask “What’s bothering you about the windows — drafts, noise, how they look, how they open?” — not “What type of glass package do you have?” One is something a homeowner can actually answer; the other assumes expertise nobody has. Ask “Roughly how many windows are we talking about?” — not “Give me an exact count.” Precision comes from the inspection, not the phone call. Ask “Is this something you’re hoping to do soon, or are you still exploring?” — not “When exactly will you be ready to buy?” The second sounds like a sales tactic before anyone’s earned the right to ask it.

The Follow-Through The reason and the rough scope shape which service path applies — repair-only requests get handled differently from a twenty-window replacement, and the property location can determine climate, permitting, and scheduling considerations before anyone leaves the office.

Skip This If Skip anything that requires the homeowner to already know the answer a professional would need an inspection to determine — frame condition, glass package, seal integrity. Asking anyway just makes them feel unprepared for their own call.