Marketing to the houses you measured, the half you finished, and the trades that send you work.
A household rarely buys a full set of windows twice, so the list works differently here. The most valuable names on it are the homes you measured and did not sell, the customers who did the front of the house and still have the back, and the roofers, painters and inspectors who find rotted sills first.
The best list in this trade is the quotes that did not close
A rep sits in a kitchen for two hours, measures every opening, writes a quote, and the couple says they will think about it. That house is now the most valuable name a window company has: measured, priced, and a known number of openings away from a sale. Many companies never write to it again, and a year later the homeowners search again and book another measure with someone else. A short note when the quote is about to expire, another when the promotion opens, and a plain check-in in the coldest week of winter keep that quote alive.
Past customers come back in phases. The family that replaced the upstairs notices the downstairs drafts the first cold snap. The customer who did windows asks about the front door the next year. Neighbors who watched the crew for two days want to know what it cost. A message timed to the first frost, the first heat wave or the end of the hurricane season, sent to the right segment, brings those calls without a lead fee.
And the trades. Roofers, siding crews, painters, remodelers and home inspectors see failed seals and soft sills before the homeowner does. A short note a few times a year, with a recent job and the easiest way to send a name, keeps that referral channel open.
What window and door email and text marketing has to do
Written permission, then segments, timing and the promotion, all from one system.
Record consent at the measure
The measure sheet asks for permission to email and, separately, to text, and the CRM stores the answer with the date. Marketing texts go only to people who said yes in writing.
Follow the measured-not-sold on a schedule
A note before the quote expires, a note when the next promotion opens, and a seasonal check-in that mentions the rooms the rep measured. The quote and the opening count are already on the record, so the message is specific without anyone retyping.
Offer the next phase and the doors
Customers who did part of the house get a note about the rest when the weather makes the difference obvious; customers who did windows get the entry and patio door note the following year.
Run the promotion with real dates
The spring and fall offers go to the list with the actual start and end dates, the terms and the openings they cover, the same page the website and the receptionist use, so the offer is identical everywhere.
Time the message to the weather
The first frost in cold regions, the first heat wave in hot ones, the start of hurricane season on the coasts. The message that names what the reader felt this week gets opened.
Keep the trades warm
A separate short note to referral partners a few times a year, with a photo of a recent job and the way to refer, plus a thank-you when a referral turns into a contract.
How we build it for window and door companies
Lists, consent and sends all live in your CRM and your own sending accounts.
Segments from the sales record
Measured-not-sold, sold and installed, partial-house, doors-not-yet, service-only and partners come straight from the CRM with the opening counts and dates, so each list is already built.
A year of weather-timed messages
Five or six messages written for your climate from an interview about what your customers notice and when, approved once, scheduled, and adjusted when a cold snap arrives early.
Promotion templates
The seasonal offer written once as an email and a text, with the dates and terms pulled from the same promotion record the website uses, so changing the end date changes it everywhere.
Registered texting with opt-out
Your numbers registered with the carriers so marketing texts reach phones, with STOP processed on its own and every send noted on the contact.
Results by message
Opens, replies, measures booked and contracts signed per message, so the frost note and the promotion email each show what they produced.
What you own on day one.
Every account is opened in your company's name with you as the owner. If you ever leave, you change a password, not your business.
- Domain, hosting and the site files
- Phone numbers and call recordings
- The CRM and its database
- Email and text lists, with consent records
- Google Business Profile and every listing
- Analytics and Search Console
Email & SMS Marketing for windows & doors, answered.
How soon after a quote should we follow up?
A thank-you the same day, a note before the quote's expiration, and then on the schedule above. The cadence is polite and specific, never daily, and it stops when the homeowner asks it to.
Can we text people about the sale?
Only those who gave written consent to marketing texts, recorded in the CRM. Without that, promotional texts are where companies get sued. Our texting rules guide covers the consent wording; have your lawyer look at yours.
What do we send past customers who already replaced everything?
A seasonal maintenance note (weep holes, track cleaning, lock adjustment), the door offer, a warranty check-in, and once a year a plain request for a referral or a review. They like seeing the company still exists.
Will you write the messages?
Yes. The follow-up series, the seasonal notes and the promotion emails are drafted from an interview with you and approved by you before anything is scheduled.
Email & SMS Marketing for windows & doors. Owned by you.
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