Window & Door Lead Response FAQ

Project type, approximate number of openings, property location, repair versus replacement interest, timing, homeowner concerns, and the next requested step. Should one window leads be rejected immediately? Follow company policy. If there

Project type, approximate number of openings, property location, repair versus replacement interest, timing, homeowner concerns, and the next requested step.

Should one window leads be rejected immediately? Follow company policy. If there is a minimum, explain it clearly and ask whether any other openings are part of the concern. Do not invent scope.

How should repair requests be handled? If the company does replacement only, acknowledge the repair request and explain what the company can offer. Let the homeowner decide whether to explore replacement.

What about patio doors? Ask about operation, locks, glass, frame condition, and whether the homeowner is interested in repair or full replacement.

What about entry doors? Security, appearance, weather, operation, and configuration often matter more than technical product terminology at first contact.

Should pricing be discussed during intake? Only when the company has approved information suitable for that exact situation. Otherwise explain how pricing is determined.

Can leads book directly? Yes, if qualification, service area, calendar, appointment duration, and attendance rules are configured correctly.

How quickly should web leads be contacted? Use minutes as the operating unit for fresh high intent inquiries whenever practical.

What makes a good handoff to a Project Manager?

​CATCH CALL 24/7 THE LEAD PROTECTION PLAYBOOK

A concise summary of what the homeowner wants, why they are considering the project, what qualifies the lead, appointment information, and anything already promised.

​CATCH CALL 24/7 THE LEAD PROTECTION PLAYBOOK