Book the in-home consult, get the measure right, and keep the order on track until the last shade is hung.
Window treatment sales happen in the living room with a sample book open on the coffee table, then wait weeks on a factory. We build blinds, shades and shutter dealers a website, phone line and CRM that fill the consult calendar, track every order through its lead time, and keep the designers and builders who send you work.
- “blinds near me”
- “custom window shades near me”
- “motorized blinds installer”
- “plantation shutters near me”
- “free in-home blinds consultation”
- “cellular shades for bedroom”
- “blinds for sliding glass door”
- “how long do custom blinds take”
Customers buy window treatments rarely, slowly and with a lot of samples
Most homeowners shop for custom window treatments a few times in their lives: after buying a house, during a remodel, when a baby arrives and the cords have to go, or when the afternoon sun finally ruins the couch. They are comparing you against big-box stores that offer free measuring, online retailers that ship to the door, and national franchise brands that advertise heavily. What they cannot get online is someone who brings the fabrics to their actual windows, at the actual time of day the glare happens, and who measures so the order fits.
That makes the in-home consult the whole sale. Each consult is a scheduled block of an hour or more for a designer or sales consultant, so a no-show or a tire-kicker costs real time. Shared leads make it worse: a request that also went to two other dealers is a consult where the homeowner may already have booked a competitor for the day before. Then the order goes to a manufacturer and the customer waits, often for weeks, and the questions about when it will arrive land on whoever answers your phone.
The steady work comes from people who are not homeowners at all: interior designers who specify the product, builders who need shades in a model home or a closing, remodelers who want the windows finished last, and property managers replacing damaged blinds between tenants. Those relationships, and the past customers who call back for the next room, belong to you only if you keep the records yourself.
A window treatment site that sells the consult, not a product catalog
Visitors want to see what is possible, understand the difference between product types, and book a time for someone to come over. The site should do those three things on a phone.
Book a consultation page
Shows available consult windows by area, asks which rooms and roughly how many windows, and whether the visit should happen at a time when the sun problem is visible.
Product type pages
Separate pages for blinds, cellular shades, roller and solar shades, Roman shades, shutters and drapery, each explaining light control, privacy, insulation feel and cleaning in plain words.
Motorized shades page
Explains battery versus hardwired motors, remotes, wall switches and smart home control, and when an electrician needs to run power before install, so the buyer arrives with the right questions.
Child and pet safety page
Covers cordless lift systems, wand controls and motorization for homes with small children or pets, a question many parents ask before they ask about color.
Ordering and lead times page
Walks through the steps after the consult (final measure, order, factory production, delivery, install) so the wait is expected rather than a surprise.
Designer and builder trade page
Tells designers, builders and remodelers how trade accounts work, how quotes and samples are handled, and how scheduling around a closing or final walkthrough works.
Project gallery by room
Real installs grouped by room type and window type (bay windows, sliders, skylights, arched tops), because buyers search by their own problem window.
Answer the consult request and the where-is-my-order call without tying up a consultant
Your consultants are in living rooms and your installers are on ladders. The AI receptionist picks up as your shop, books consults into the right consultant's calendar, and answers order status questions from the CRM.
How AI reception worksA CRM that follows the order from sample book to final install
A window treatment job has a consult, a quote with many line items, a deposit, a check measure, a factory order, a lead time, a delivery and an install, sometimes split across two shipments. We build the CRM around that sequence.
Window-by-window measurements
Every opening stored by room with width, height, inside or outside mount, depth and obstructions, so a reorder or a matching shade years later starts from real numbers.
Quotes with product options per window
Line items by window with product, fabric, color, lift system and motor choice, so the customer can compare options and approve online.
Order and lead time tracking
Manufacturer, order number, expected ship date and received status per line item, with alerts when a line is late or backordered.
Install scheduling when everything arrives
Install visits book only when the order is complete, or the office sees exactly which pieces are missing before splitting the job across two trips.
Designer and builder accounts
Trade partners with their own pricing rules, referral history, project lists and preferred contacts, so you can see which relationships send work.
Motorization and integration notes
Motor type, power source, remote or hub pairing and the customer's smart home platform, kept on the job for service calls later.
Remakes and warranty claims
Track shades that came in wrong, damaged or out of spec, the claim with the manufacturer, and the reinstall date, so nothing gets forgotten.
Market to past customers room by room and season by season
A customer who did the living room this year often does the bedrooms next year. Your customer list, your designer list and your builder list are yours to use when you write with a reason and with consent.
| When | Campaign | Why it works |
|---|---|---|
| Late winter | Spring move season | Homes start changing hands in spring. Remind realtor and builder partners that you can measure before closing and install soon after. |
| Early summer | Heat and glare | Write past customers about solar shades and blackout options for rooms they did not cover the first time, when the afternoon sun is at its worst. |
| Late summer | Holiday order deadline | Custom orders take weeks. Tell customers when to order if they want treatments installed before family visits for the holidays. |
| Fall | Cold windows | As drafts become noticeable, mention cellular shades and lined drapery for rooms that feel cold near the glass. |
| After each install | Review and next room ask | Ask for a review once the last shade is hung, and note any rooms the customer said they might do later in the CRM for a follow-up. |
Blinds & Window Treatments, answered.
Can the AI receptionist answer order status questions?
Yes, if your CRM tracks the order. It can tell the customer whether the order is in production, shipped or ready to install, and offer install dates when everything has arrived.
Will the site show prices for blinds and shades?
That is your choice. Many dealers prefer to explain what drives price (product type, fabric, size, motorization) and offer a free consult, since every window is different.
Can the CRM track a check measure separately from the sales consult?
Yes. The consult measurement and the final check measure can be separate steps, with the final numbers locked before the order goes to the manufacturer.
Do you build pages for interior designers and builders?
Yes. A trade page explains how accounts, samples, quotes and scheduling work for partners, and the CRM tracks which partners refer which jobs.
Can past customers be reminded about other rooms?
Yes, with consent. Notes from the consult about rooms the customer wants to do later can trigger a follow-up email at a time you choose.
What each piece has to do for a blinds & window treatments company.
Built for blinds & window treatments. Owned by you.
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