ClearView Windows is an 8-person window and door replacement company in Charlotte, NC. Their biggest problem wasn't lead generation — they were getting 40+ inquiries per month from ads and referrals. The problem was conversion. Only 12 of those inquiries turned into in-home estimates because follow-up was slow and inconsistent. When estimates were booked, 35% of homeowners didn't show up because there were no reminders. And after estimates, quotes sat in inboxes with no follow-up. Owner Sarah K. knew they were leaving $50,000+ per month on the table.
ClearView deployed RepDigi's AI employee with a focus on the full estimate pipeline: AI Receptionist to handle every inquiry instantly, AI Lead Follow-Up to qualify leads by window count, home age, and budget range, AI Appointment Setting to book in-home estimates with automated SMS reminders (24 hours and 2 hours before), and post-estimate follow-up sequences to nurture quotes. The AI was configured to ask qualifying questions specific to window replacement: number of windows, current window type, energy efficiency concerns, and timeline.
Within 30 days, ClearView's monthly estimates tripled from 12 to 36. The no-show rate dropped from 35% to 12% thanks to automated appointment reminders. Most importantly, their close rate improved from 22% to 35% because the AI was pre-qualifying leads — the sales team was only meeting with homeowners who had real budgets and timelines. Monthly revenue grew from $68K to $142K. After 90 days, their Google reviews increased from 23 to 67, making them the highest-rated window company in their market.
Configured AI with ClearView's services, pricing tiers, service area, and calendar. Added window-specific qualification questions.
AI qualified 6 leads by window count, budget, and timeline. 4 booked for in-home estimates with automated reminders.
Automated SMS reminders (24hr + 2hr before) reduced no-show rate from 35% to 18% in the first week.
AI began following up on outstanding quotes. 3 homeowners who hadn't responded booked after automated follow-up.
36 in-home estimates booked (up from 12). Revenue grew from $68K to $142K. Close rate improved to 35%.
Automated post-installation review requests grew reviews from 23 to 67. Now the highest-rated window company in Charlotte.
“We were booking 12 estimates a month and losing a third to no-shows. Now we book 36+ estimates, our no-show rate is 12%, and our close rate went from 22% to 35%. RepDigi literally doubled our revenue.”
“The pre-qualification is what changed everything for me. I used to drive 45 minutes to an estimate only to find out the homeowner had a $2,000 budget for a $15,000 job. Now the AI filters those out before I even get in the truck.”
“The appointment reminders alone saved us. We went from 35% no-shows to 12%. That's 8 extra estimates per month that actually happen. Each one is worth $8K-$12K in potential revenue.”