1. Indow Sales Email Templates
Integration of value added service: Self-Install
Optional tracks of communication or follow-up after phone consultation
Refer to sales guide and consumer sales presentation for additional communication tips

2. Template 1: Initial Customer Contact
[Attachments Needed: Indow Brochure, 2 case studies, and Questionnaire]
Next steps with Scenario 1 No reply: Contact customer again with template 2 in 2-3 business days to ensure they got your message Replies with date/time for phone: Follow Indow’s Sales Guide and use consumer sales presentation online if client is in front of a computer. template 4 AFTER phone conversation. Sends questionnaire back: Proceed with template 3 if you have all the information you need in order to make a proper assessment.
Hi NAME,
Thank you for your interest in Indow! My name is [Name] and I am with [Company], your [Service Area] Indow dealer. [Can also provide a 1-2 sentence summary of your company here] I am happy to hear more about your window problem and provide a professional recommendation of how we can help.
We do need to know a few key details about your windows, and then I can walk you through how the product works and what the next steps will be going forward.
Do you have time for a call at one of the following times? I can quickly get the information I need and provide you with an estimate over the phone if you happen to have your window’s width and height dimensions. Ideally you can be in front of a computer at this time so we may look at a couple items together. [Insert 2-3 possible dates and times for a call. Can also use a web application such as TimeTrade to give them access to your calendar]
If you would rather communicate via , please complete the attached questionnaire and it back to me so that I can better understand your situation.
I have attached a brochure and some case studies for you to review. Let me know if you have any questions or concerns and I look forward to bringing comfort to your home!
Best regards,
Signature with all contact info

3. Template 2: No Reply to Inquiry
[Attachments Needed: Indow Questionnaire, another case study
Next steps with template 2 No response: Try calling/ ing client again after 4-5 days and then move to cold storage
Replies with date/time for phone: Follow Indow’s Sales Guide and use consumer sales presentation online if client is in front of a computer. template 3 AFTER phone conversation.
Sends questionnaire back: Proceed with template 4 if you have all the information you need in order to make a proper assessment.
Hi [NAME],
I am following up to find out if you received the Indow information we sent on [DATE].
Your time is valuable, so we understand if you have not yet had the time to review this information. Here are some updated available times if you would like to have a call, or you can complete the attached questionnaire: [Insert 2-3 dates and times. Can also use a web application such as TimeTrade to give them access to your calendar]
If for any reason you are no longer interested in Indow, please let me know so that I may archive your information. Should you need any further assistance in understanding the benefits of Indow, don't hesitate to contact me.
Thank you,
Signature

4. Template 3: Providing an Estimate Post-Phone Call
Hello [Customer Name],  Thank you for speaking with me today! I think Indow will be a great fit for your home in providing additional comfort.
Attached is the estimate that we discussed on the phone. Please let me know if there are any changes you would like to make in the grade type or color of the tubing.
The process from here is very simple. We come out to your home for a laser measurement appointment on [DATE/TIME] and will need approximately [XX MIN/HOURS (# OF WINDOWS X 15 MIN)] to take laser measurements your windows. A 50% deposit will also be collected at this time.
There will need to be a minimum of a 5/8 inch interior frame depth in order for the Indows to be effectively installed, so please check for this prior to the appointment.  Please also ensure that all window blinds, curtains, hardware, and any obstructions within 2 feet of the windows have been removed prior to our arrival. 
After the measurement, it is 4-6 weeks for manufacturing and shipping. Once your order is ready we will call you for the pickup and it is less than 10 minutes a window to install! We also have a white glove delivery and installation service if you would like our assistance. Please send me your written confirmation of this message, and let me know if you have any questions or concerns. Thank you for being our customer and we look forward to the next steps.
Best regards,
Signature
Template 3: Providing an Estimate Post-Phone Call
[Attachments Needed: Estimate package, and customer handout (either comfort ROI, laser tailoring sheet, another case study, or a link to a blog post depending on customer’s needs)]
Next steps with template 3 After the appointment: Call client when order arrives to schedule a pickup date and to go over the transportation requirements for their particular sized order. template 6 after it has been scheduled.

5. Template 4: Providing an Estimate Emailed from Questionnaire
[Attachments Needed: Estimate package, and customer handout (either comfort ROI, laser tailoring sheet, another case study, or a link to a blog post depending on customer’s needs)]
Next steps with template 4 No response: Follow up with client after 2-3 business days, preferably by phone
Replies with confirmation: Template 5
Replies with decline: Work through sales guide to try and understand objections and see if they can be overcome
Hello [Customer Name], 
Thank you for [speaking with me today/sending in your information]! I think Indow will be a great fit for your home in providing additional comfort.
I have attached an estimate based on the dimensions you provided. This estimate is based on the [standard grade] option. If you would like to change to a different treatment option, like [acoustic or museum grade], please let me know and I will send you an updated estimate.
**Please note that there will need to be a minimum of a 5/8 inch interior frame depth in order for the Indows to be effectively installed. Please notify us if blinds, window hardware, or other possible obstructions are within 1-3 inches of the existing window glazing.
The process from here is very simple. We will need to come out to your home for a laser measurement appointment so that an exact image of your window opening may be created. We will collect a 50% deposit at this time. From there it is 4-6 weeks for manufacturing and shipping. Once your order is ready we will call you for the pickup and it is less than 5 minutes a window to install! We also have a white glove delivery and installation service if you would like our assistance.
Please let me know if you are ready to move forward, provide the best phone number to reach you at, and I can get your laser tailoring appointment scheduled right away! If you have any questions or concerns, do not hesitate to call.
Thank you for your interest in Indow and have a wonderful day.
Sincerely,
Signature

6. Template 5: Confirmation of Appointment
Next steps with template 5 After the appointment: Call client when order is in transit to go over options for the pickup service if you have not already. If picking up, schedule a time and go over the transportation requirements dependent on their order size. template 6 after it has been scheduled.
Hello [Customer Name], 
We are coming out to your home for a laser measurement appointment on [DATE/TIME] and will need approximately [XX MIN/HOURS (# OF WINDOWS X 15 MIN)] to take laser measurements your windows. A 50% deposit will also be collected at this time.
There will need to be a minimum of a 5/8 inch interior frame depth in order for the Indow to be effectively installed, so please check for this prior to the appointment. Please also ensure that all window blinds, curtains, hardware, and any obstructions within 2 feet of the windows have been removed prior to our arrival.
Please let me know if you have any questions or concerns prior to your appointment. Thank you for being our customer and have a great day!
Best,
Signature

7. Template 6: Notification of Arrival Attachments needed: [Consumer Installation Guide, Care Guide]
Next steps with template 6 After the pickup date: template 7 
Hello [Customer Name], 
Comfort is almost here! Your pickup appointment is confirmed on [DATE/TIME]. Please make sure to follow the instructions we went over on the phone and take special note of the following tips:
What do I need to bring to the installation?
• Bring blankets to pick up your order
• Measure the vehicle to make sure they can fit
• Bring a friend if your windows are over 12 sq ft
Remember once you get it home
• Unpack carefully
• Inspect package after unpacking
I also recommend reading through the attached Installation Guide and the Care Guide so you will be ready for your installation. To prepare your home:
• Take down blinds, curtains or obstructions
• Move furniture, plants or anything else in front of windows
• Clean windows & frames
If you run into any issues during the install, do not hesitate to give us a call. If we need to come out to the home to assist, service fees will apply.
Thank you and have a great day!
Sincerely,
Signature

8. Template 7: Post-Install Followup
Hello [Customer Name], 
[COMPANY NAME] strives to provide high quality products and services. Please let us know how we are doing by answering this short survey. It should only take a few minutes to complete.
Fill out our customer feedback form [Link to Indow Survey or to your own survey]
Also, if you want share your experience with others, check us out on Yelp! [Link to your Yelp page]. Don’t forget to also follow us and Indow Windows on Facebook [Link to company Facebook] and Twitter [Link to company Twitter] for future specials and news updates.
We appreciate your time and look forward to receiving your feedback. Thank you for being our customer.
Best regards,
Signature