Workflow Automation Marketing for Window Treatment Businesses
Stop Doing Admin work at 11 PM. Automate Your Window Treatment Business.
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We build Websites
You didn't get into the window treatment business to spend your evenings sending appointment reminders or manually following up on quotes. But that's what happens when you're running the business, managing installs, and trying to keep everything organized.
Workflow automation can handle the repetitive administrative tasks that eat up your time without moving the needle. Not sales calls—just the busy work.
What Marketing Automation Actually Handles
Form Automations
Website forms, quote requests, and consultation bookings are automatically captured and routed. No more manual data entry.
Measurement Reminders
Scheduled measurements trigger confirmation reminders. Reduces no-shows and keeps the calendar running smoothly.
Installation Reminders
Automated reminders before installs. Confirms timing, provides prep instructions, and reduces last-minute cancellations.
Quote Follow-Up Sequences
Automated messages go out at strategic intervals to close more sales. Stop leaving money on the table because you forgot to follow up.
Google Review Automation
Automatically request Google reviews after service completion. Streamlines your review collection process to build a stronger online reputation.
Smart timing based on project completion
Negative review alerts
Monthly reporting
AI Review Responses
AI drafts professional responses matching your brand voice (thank-yous or conflict resolution). You just approve and post.
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Workflows Built for Window Treatment Businesses
Generic tools don't know the sequence from quote to measure to install to review. We build systems specifically for this industry because we understand:
The typical customer journey.
The importance of appointment confirmations.
Critical timing for quote closing.
These systems integrate with how you actually work, not how some generic CRM thinks you should work.
Assessment (Week 1)
We identify repetitive tasks eating your time. We are selective about what to automate.
Implementation (Week 2-3)
We build and test. Simple requests go live fast; complex workflows get refined.
Training & Launch (Week 4)
We train your team on approvals and adjustments. Everything goes live.
Optimization (Ongoing)
We monitor performance and improve prompts/timing based on real data.
What You Get Back
Follow up with high-value leads personally.
Build relationships with designers.
Train your install team.
Or just work less.
The time the average owner saves on admin tasks.
Who This Is For
Solo Operators
You're wearing too many hats. Scale marketing without hiring.
Growing Businesses
Drowning in follow-up? Handle volume while you focus on closing.
Multi-Location
Ensure consistent messaging across locations without micromanaging.
FAQs
We build redundancy into the system with backup notifications and monitoring. You maintain visibility.
We work with most CRMs and scheduling tools. Even if you use spreadsheets, we can upgrade your workflow.
Negative responses or issues get flagged immediately for your personal attention. Catch problems faster.
Nope. You just need to see the dashboard. We handle setup and management.
Still have questions?
We’re here to help! Reach out to our team anytime.
Ready to Automate
Your Marketing?
If you're tired of doing marketing tasks instead of running your business, let's talk. We'll identify what can be automated and build a system that fits how you work.