AI appointment setter for window and door companies: book in-home consultations from old leads

The one-call close leaves a big unsold pile. Many window companies try to close on the night. Homeowners who don't sign often stay interested but never hear from you again.

Home show leads are worked for a week. Event leads arrive in a burst, get one call each and age out before the next show.

Cancellations and no-shows aren't rebooked. A consultation slot is lost, and nobody follows up to reschedule.

Windows are a high-ticket, low-frequency purchase. People research for months, get several quotes and often stop when life gets busy. That makes old window leads unusually valuable: the need doesn't go away, the drafty window is still there.

The best evidence we have is UK. Cloudy2Clear, a UK misted double glazing repair franchise, reopened 6,769 old leads with Setterly and booked 673 appointments (case study). A single-branch UK window and door installer is on the window and door case study.

• Unsold in-home consultations: they saw the product and heard the price.
• Home show and event leads: worked once, if at all.
• Consultation no-shows and cancellations: already said yes to a visit once.
• Platform leads you bought: from Angi, Modernize or others, where terms and consent allow.
• Past customers: a door, a patio door or the rest of the house.

Each pool gets its own first message. See lead reactivation for contractors.

Something they can answer in a word:

Hi [First name], it's [Business]. You looked at new windows with us in [month]. Is that still on the cards for this year? Reply STOP to opt out.

Avoid "special pricing ends tonight" messages. They push homeowners to wait for the next deal and can damage trust. Setterly's AI answers questions about styles, lead times and financing in general terms and books the consultation; your designer handles price.

1. You send your old leads. A CSV or CRM export of unsold window quotes, consultation no-shows and home show leads, with what each homeowner asked about. We check source and consent with you first.
2. The AI texts each homeowner. The first message mentions their original request. When they reply, it answers questions, handles "not right now" and offers times.
3. In-home consultations land in your calendar. With notes from the conversation, so your team knows what was said.

Messages come from a registered number in your business name, respect TCPA quiet hours and state rules, and every conversation is visible to you. See texting compliance.