Window Lead Qualification Checklist

Property location confirmed. Residential or commercial confirmed. Window, door, or mixed project identified. Approximate number of openings captured.

Customer concern

Drafts, heat, noise, condensation, operation, damage, appearance, security, or another motivation recorded. Repair versus replacement interest clarified.

Company fit

Service area matches. Minimum project size addressed. Repair policy explained if relevant. Commercial policy applied if relevant.

Timing

Customer project timing captured. Any deadline or event recorded.

Appointment readiness

Required decision makers explained if applicable. Correct calendar selected. Property address confirmed. Appointment expectation explained.

Handoff

Project summary written in plain language. Important customer concerns highlighted. Anything promised during intake recorded.

One caution: this list exists to create consistency across calls, not to put every homeowner through an identical interrogation. If someone’s already answered a question naturally in conversation, note it and move to the next one.