Clear View Windows Booked 89% More In-Home Consultations with AI

The Challenge

Clear View Windows in Portland, Oregon, needed in-home consultations to close sales—but getting homeowners to commit to a 2-hour appointment was difficult.

"Window replacement is a big decision. People want to research online first," owner Linda Chen said. "By the time they're ready for a consultation, half have already talked to our competitors."

The Situation Before

• Monthly inquiries: 40
• Consultation bookings: 18
• Booking rate: 45%
• Close rate (from consultation): 55%

The Solution

We deployed a windows and doors AI agent focused on consultation conversion:

1. Window Assessment - Asks about age, condition, and problem signs (drafts, fog) 2. Energy Cost Education - Discusses potential savings from new windows 3. Style Exploration - Helps identify preferred window styles 4. Consultation Prep - Sets expectations and reduces perceived commitment

The Results: First 90 Days

Metric

Before

After

Change

Consultation bookings	18	34	+89%
Booking rate	45%	72%	+60%
Show rate	78%	91%	+17%
Close rate	55%	58%	+5%

The Revenue Impact

• Additional consultations: 16/month × 91% show × 58% close = 8.5 sales
• Average project value: $9,200
• Additional monthly revenue: $78,200
• Annual impact: $938,400

Agent cost: $299/month.

ROI: 261x

What Linda Says Now

"The AI warms leads up before the consultation. They arrive educated about their options and ready to make a decision. Our consultations became sales conversations instead of education sessions."