Before increasing the lead volume, make sure the enquiries you already receive have a clear route to a conversation.
01
Start with the jobs you want to win
Decide which products, areas and projects suit your business. Then work back from the number of signed jobs you want to the visits and enquiries needed, using your own conversion history where available.
This gives the advertising team and callers the same objective. It also helps you judge whether the business can handle extra volume without leaving new enquiries untouched.
02
Give new enquiries one clear route in
Your website, adverts and phone can all create enquiries. Make sure the person responsible can see them, identify their source and record the latest conversation.
An automated acknowledgement can reassure the homeowner that their request has arrived. It should explain what happens next, rather than pretending that an automated message is a completed sales conversation.
03
Put a person in charge of contact and qualification
Assign responsibility for calling and retrying when the homeowner does not answer. Keep a clear record of attempts and agreed next steps, so a different colleague can continue the conversation without starting again.
Qualification should establish the job rather than simply fill a diary. Ask about budget, who is involved in the decision, the work needed and the intended timing. A friendly first impression matters too.
- Budget: what level of work are they considering?
- Decision-makers: who needs to be involved?
- Need: which products, how many and what problem are they solving?
- Timing: are they ready for a visit or planning ahead?
04
Make the handover to the visit explicit
Keep a provisional booking separate from a confirmed appointment. In our Booking Assistant package, your team contacts the homeowner to introduce itself and make the final confirmation.
Record the project details and access requirements your surveyor needs. If the homeowner cancels, offer a suitable way to rearrange. A change of date does not automatically mean they no longer want the work.
05
Give “not yet” a date and every quote a next step
Some people are waiting for building work, a decision from a partner or a better time to start. Where follow-up is appropriate, agree when to reconnect and record that date.
After a quote, ask something useful: are they ready to proceed, still considering or waiting for an answer? Respect a request to stop contact. The point is to make the next conversation easier, not to send the same reminder indefinitely.
06
Fix one missing step before adding more leads
Review a handful of recent enquiries from arrival to outcome. Look for missing owners, unclear statuses, forgotten quotes or cancellations with no next action.
Choose the most useful improvement and put it into everyday use. Marketing Assistant can supply leads for an organised in-house team; our Booking Assistant package adds human follow-up, and LeadCentre Pro can extend the process around quotes and existing opportunities.
PUT IT INTO PRACTICE
How ready is your team for more leads?
Tick what you already have in place. This is a practical checklist, not a prediction of sales performance. Your selections stay on this page only.
0 of 8 in place. Pick one missing item to work on next.
Adapted for double glazing businesses from our guide, Steal Our System. Examples are explanatory, not promised results.
Put the advice to work for your business.
Explore Booking Assistant, or tell us what you want to improve below.
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