Window Company Lead Response Assessment

This assessment is built specifically for a window company. Pull your last thirty days of leads before answering so the score reflects reality, not memory.

Phone — What percentage of new sales calls were answered live. What hours produced the most missed calls. How quickly were missed sales calls recovered.

Web leads — What was median response time from form submission. Were evening and weekend forms slower. Did the first response use the homeowner’s submitted information.

Project fit — How many leads were one window, repair only, out of area, commercial, or another category outside the normal sales model. Are those reasons documented consistently.

Qualification — Do agents ask enough to understand openings, concerns, location, timing, and replacement interest without trying to diagnose the home over the phone.

Appointments — How many qualified leads booked. How many ran. How many canceled. How many canceled appointments were rescheduled.

Handoff — Do Project Managers receive a useful summary, or only a name and phone number.

After hours — What happens when a homeowner submits a lead after dinner or on Sunday. Does the company begin a conversation, or build a Monday queue.

Loss analysis — Can leadership separate bad fit, no contact, competitor choice, delayed project, pricing, and internal process failure.

Here’s the fast way to know where you actually stand: ask your sales manager, right now, what percentage of Sunday evening leads got a same-day response. If they have to guess, that’s not a scoring problem — that’s your finding.