Consult efficiency
+38%
Both decision-makers present
Nurture conversions
+26%
90-day sequences
Rep drive time saved
8+ hrs/wk
Better qualification
The problem
- In-home consults are expensive to send on unqualified leads.
- Homeowners don't know window counts or brands.
- Long sales cycles need consistent follow-up.
- Financing questions eat rep time.
The AI agent solution
- Window/door count intake
- Photo capture over SMS
- Financing eligibility intake
- Consult scheduling with homeowner presence requirement
- Long-cycle nurture sequences
- Referral campaigns
How it works
1
Homeowner requests a window replacement quote.
2
AI asks number of openings, current material, financing interest.
3
In-home consult booked with both decision-makers present.
4
Rep arrives fully briefed.
5
AI nurtures for 30–90 days until decision.
Sample conversation
A realistic window & door intake, handled entirely by AI.
Interested in replacing 12 windows.
Great, are the current windows vinyl or wood, and are you considering financing?
Frequently asked questions
Does it require both spouses on the consult?
It can require that, per your sales policy.
Long sales cycles?
Yes, we run 30/60/90-day nurture.
Financing pre-qual?
It can send a soft-pull link before the consult.
Multiple sales reps?
Yes, routes by territory.