How it works / One customer, start to finish
Set it up once. It runs without you.
R2 works the database you already own — past customers, current jobs, and the referrals they send — so the follow-up happens whether or not you have time for it.
- One customer
- 24 months
- Touches sent
- 46
- Of your time
- 34 min
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01
Your account arrives pre-built
Over 50 pre-written campaigns and 10 pre-built pipelines, already configured for customers, referral partners, and the referrals they send. No blank screen.
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02
It follows up while you sell
Every email, text, and pre-recorded voicemail goes out on schedule. Timing is the part reps lose — the system does not get busy, forget, or skip a week.
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03
Customers send referrals back
Each rep gets a personal online Referral Center. The moment a referral lands, its follow-up starts on its own.
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04
They book into your calendar
Referrals schedule their own in-home consultation and get a buyer’s guide before you arrive. You spend your time with people ready to move.
One customer, twenty-four months
A window sale is not an event, it is a relationship with a four-month hole in the middle and a second phase a year later. This is the same record from contract to repeat sale — every touch scheduled the day the deal was written.
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The contract is written
The record is created the moment the sale is signed. Every message for the next two years is scheduled before you pull out of the driveway.
Nothing to set up per customer. The same sequence runs for every rep on the roster, so the experience does not depend on who sold the job.
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The wait starts — and so does the risk
Manufacturing takes four to five months. That silence is where excitement turns into doubt, and doubt is where cancellations come from.
Cancel-and-save protection across the longest, riskiest gap in the job. Revenue already booked stays booked.
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Value in the gap, not noise
Before-and-afters from their own neighbourhood, what happens at each phase, care information, tips on paying the financing down early. Enough presence to stay top of mind, not enough to irritate.
One brand voice across the whole team. No rep improvises their own follow-up, and nothing goes out that legal has not seen.
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You are standing in the room
The system puts it on your calendar. Nothing replaces being there when a homeowner sees their new windows for the first time.
Attendance is prompted rather than remembered, so it happens on every job — not just the ones a rep happened to think of.
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Ask while they are still smiling
Peak satisfaction is that same afternoon, while they are photographing their own house. The ask goes out then, with a link that lets them enter names in thirty seconds.
Referrals captured at the emotional high rather than six weeks later, when the feeling — and the response rate — has faded.
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The survey lands on a prepared customer
They are told the survey is coming and how the scoring actually works, so a delighted homeowner does not hand you a seven by accident.
Review velocity and NPS both move. That is organic ranking, which is lead flow you did not pay for — the cheapest line in the marketing budget.
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The two-month check-in
Everything settled? Any drafts, any operation questions? Small issues get named while they are still small.
Problems surface privately, before they arrive as a service escalation or a public one-star review.
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A real phone call
Not automated. You call. The system only tells you when, and puts the whole history in front of you so you sound like someone who remembered.
Personal contact where it earns its cost, scheduled by the system so it is not left to whoever happens to have a quiet Tuesday.
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The second phase conversation
Most homeowners buy windows in stages. Ten months on, the rest of the house starts to bother them again — and the ask is already written and scheduled.
The repeat conversation happens for every customer on the same schedule, instead of only the ones a rep gets round to.
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It does not stop
Care and maintenance through the seasons, paying financing off early, new before-and-afters, fresh referral prompts, offers when they are worth making. The database keeps working whether you do or not.
A rep’s book keeps producing without an hour of admin. Multiply one database by the size of your roster and that is the whole argument.
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It comes back
A phase-two sale, or a neighbour who was handed your Referral Center link. Either way it arrives as a booked appointment rather than a cold lead.
Acquisition cost close to zero. That is the number that moves a P&L, not just a commission statement.
Twenty-four months. 46 touches. 34 minutes of your time.
What you don't have to do
The most common objection to a system like this is that it becomes another job. Here is what R2 explicitly does not ask of you.
Change how you sell
R2 runs around your existing sales process. The way you present, quote, and close does not change.
Learn complicated software
The campaigns arrive written and configured. Adjusting what goes out, and when and how it is delivered, is push-button simple.
Sound like a robot
Every outgoing message can be tweaked to match your own voice. It goes out in your name, in your words.
Chase people down
The follow-up runs on schedule without you. You step in when someone raises a hand.