Lead Tracking
Window Lead Tracking: Replacement Signs, Measurements, and Follow-Up
June 29, 2026 · 4 min read
The exact fields window reps need to capture at the door so consultations are productive and quotes close faster.
Replacement indicators
- Condensation between panes
- Drafts or difficulty opening/closing
- Frame rot or warping
- Single-pane or old aluminum frames
- Recent energy bill spike
Fields that matter
- Window count and locations
- Story height (labor and ladder cost)
- Frame material and condition
- Style preference (double-hung, casement, slider, bay)
- Color and grid pattern
- Decision maker and spouse involvement
- Financing interest
- Photos of problem windows
Follow-up timing
- Inspection done → quote within 48 hours
- Quote sent → 3-day callback
- Spouse not present → schedule joint visit
- Timing objection → seasonal urgency (winter draft, summer cooling)
Territoryly's window template keeps every measurement and photo attached to the lead for the consultation team.