8 Demo Follow-Up Steps That Produce More Sales

William Avila
Sep 14, 2023 9:00:23 PM

Keeping homeowners interested in your Window & Door Installation services after a consultation is a multi-faceted endeavor that requires a mix of exceptional customer service, strategic follow-up, and leveraging digital tools.

Why Prompt, Continual Follow-Up Matters

Window Demo Follow Up

When it comes to securing conversions after initial consultations, prompt and continuous follow-up is critical. It is the cornerstone of your efforts to keep homeowners interested in your window & door installation services.

This is not merely a matter of courtesy; it's a strategic move designed to foster strong relationships with potential customers and build a solid foundation for future business. 

Why does prompt, continual follow-up matter? There are several reasons. 

  • To start, 80% of sales require 5 follow-up calls after the meeting.
  • It keeps your service offerings at the forefront of the client's mind, increasing the chances they will choose you when they're ready to act. 
  • Consistent follow-up provides additional opportunities to address any lingering questions or concerns, which can help break down barriers to conversion.
  • It demonstrates your commitment to customer service and satisfaction, thereby fostering trust and confidence in your brand.
Converting a consultation into a successful business transaction is not a one-step process. It demands a cohesive blend of strategies aimed at maintaining customer interest, building trust, and showcasing the value of your offerings. Implemented correctly, these steps can significantly increase your conversion rates.

8 Post-Consultation Steps to Take for More Sales Conversions

Home Demo Follow Up

Following up after a demo shouldn't be difficult or time-consuming. It's more about consistency and leveraging the right strategies to keep your prospective clients engaged and interested in your window and door installation services.

Try these eight post-consultation steps to maintain a consistent communication line and foster trust and reliability. Executing these steps effectively can result in more sales conversions and client satisfaction.


1) Follow up Immediately w/ an Email or Survey 

Email subject line window marketingThe first step following a consultation is also the most critical - immediate follow-up.

Start with an email. It's crucial to adopt a tone that's both professional and personable. Address the client by name, reference specific details from the consultation, and provide clear next steps.

Provide a detailed summary of the services you propose, including the benefits they can expect and a timeline for the installation process. Emails with personalized subject lines are 26% more likely to be opened

If you send a survey, ensure it's user-friendly and concise. Ask for their feedback about the consultation process, their satisfaction with the proposed solutions, and any suggestions they might have. This not only provides valuable insights on your performance but also involves the client in the process, making them feel valued and heard. 

Remember, an effective follow-up is not about hard selling but about fostering a relationship based on mutual trust and understanding. By taking this step, you keep your services in mind and lay the foundation for a lasting partnership.


2) Get More Personal With a Note or Phone Call

reminder note window lead demoAfter sending an immediate response encouraging feedback, it's time to add some personal touches to the interactions. Consider sending a handwritten note expressing your gratitude for their time or a personalized phone call to discuss any additional queries they might have.

This not only demonstrates your commitment to their project, but it also fosters a more personal connection, which may sway the homeowner's final decision in your favor.

A phone call - even to leave a voicemail a few days later - can provide a personal touch that fosters trust and maintains interest. This is a chance to reiterate the benefits of your services, address any lingering questions, and assure them that their satisfaction is your priority.


3) Consider Using Re-Targeting Ads to Stay Top-of-Mind

retargeting ad window marketing

Re-targeting ads are the lowest-usage tool we see window and door sales pros using right now. They are missing out on a HUGE sales-boosting tool. Don't be one of them.

Let's start by summarizing how re-targeting works. Retargeting is a digital marketing strategy that focuses on reaching out to potential customers who have already interacted with your brand or services.

By placing a small, unobtrusive piece of code on your website (often referred to as a pixel), you can track visitors and then display relevant ads to them as they browse the web, hence keeping your brand at the forefront of their minds.

How does re-targeting help with lead nurturing after a consultation? Retargeting plays a crucial role in lead nurturing as it allows you to stay in the forefront of potential clients' minds. It serves as a reminder of the consultation and your services, continually prompting them to consider your offerings.

By using precisely targeted ads, you can keep your company and services relevant to them, increasing the chances of conversions.


4) Use Educational Content to Keep Interest High

Blogging SEO Window Door SalesSome leads need MORE information after a consultation. They just aren't ready to sign a contract -and that's okay. Your job is to provide them with the educational content to move them along the journey.

Blog posts, research studies, infographics, and video tutorials are all effective forms of educational content that can keep potential clients engaged.

This content maintains interest and positions your company as an authority in the window & door installation field. 

Tailor this content to continue addressing homeowners' concerns and questions, underlining your services' value and benefits. Remember, the goal is to keep them learning and remind them why they sought your consultation in the first place.


5) Consider a Special, Personalized Offer for Specific Situations

special offer lead nurturing window marketingSome homeowners only care about the bottom line - even if you try to position the value proposition in a different way. Consider leaning into their preferences by creating a personalized offer for those situations. 

This could be a discount on bulk window installations or a free upgrade on certain models. Remember, any investment made here could pay off significantly regarding securing a conversion and gaining a loyal customer.


6) Set a Regular Check-in Cadence to Keep the Relationship Relevant

Lead nurturing windows and doorsSome leads will require multiple conversations to turn into a sale. As such, setting a regular cadence for check-ins is crucial.

These interactions help to keep your relationship at the forefront of their minds and show them that their business is important to you, thus fostering trust and increasing the likelihood of a sale.

Check out our guide on the best times to contact a lead to increase your chances of a productive conversation.


7) Consider Floating a Referral Offer Sweetener

Can a customer get money back after purchasing windows and doors? Sometimes the allure of future financial benefits can help close a deal. A referral program for your company's customers could be the incentive. 

Offer a referral program where existing customers receive a discount or a cash reward for every new customer they bring in. This strategy encourages repeat business and extends your customer base through word-of-mouth marketing.


8) Keep Track of All Your Interactions by Using a CRM

Multiple follow-ups can reveal important information and details about your lead. Stop using paper notebooks or writing details on napkins. Use technology to your advantage to document and track your lead interactions after a consultation. A CRM can help.

What is a CRM? A Customer Relationship Management (CRM) system is a technology used to manage all your company's relationships and interactions with potential and existing customers. It helps you improve your profitability, streamline your processes, and enhance customer service and satisfaction.

We strongly recommend Hubspot if you're not using one already. Setting up an account is free - so if your business isn't using a CRM, try one of these options out now.

The Consultation Process is Something Just the Beginning (and That's Okay)

Home demo follow up

Often, businesses treat the consultation process as the ultimate goal for customer acquisition, painting it as the climax of the selling process. However, shifting this mindset and perceiving the consultation as merely the start of a potentially fruitful business relationship is crucial.

This shift in perspective may seem intimidating, but it's a necessary step toward fostering customer loyalty and driving conversions. 

Remember, the consultation is an opportunity to build rapport with homeowners, not just to deliver information and solicit instant purchase decisions. It's your chance to show them you genuinely care about their needs and that you're the right person to meet them. 

"The consultation is just the first step in a journey that requires strategic follow-ups, personalized attention, and the right marketing tools."

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