AI systems for window and door companies that close

Replacement windows are sold in the home and lost in the follow-up. Sherpa builds and runs the systems that get you the appointment and keep the deal alive.

How Windows & Doors actually works

Replacement windows and doors are an appointment business. Leads are expensive, the demo needs both homeowners in the room, and no-shows burn the whole evening. Deals that don't close at the kitchen table go cold fast, manufacturing lead times stretch for weeks, and the install is a one-day event months after the handshake. The companies that win confirm relentlessly, follow up longer, and sell the second phase: the customer who did five windows still has ten.

The Sherpa climb, mapped to window and door companies

Four camps, in order. Each one solves the next-most-expensive problem window and door companies face. Start where your business leaks most.

Level 01 · Trailhead Attract new customers

Window leads cost real money when you buy them from aggregators. Trailhead builds the presence that brings them in direct: ranking in Google and AI search for replacement and repair terms, with reviews that separate you from the national brands.

Trailhead for window and door companies → Level 02 · Basecamp Win more jobs

An unconfirmed demo is a wasted evening and a burned lead. Basecamp answers inquiries in seconds, sets the appointment with both decision-makers, confirms until they're sitting at the table, and works the quote long after the visit.

Basecamp for window and door companies → Level 03 · Peak Operate like a pro

Between signed order and install day sit weeks of measures, factory orders, and scheduling calls. Peak puts AI on those functions in priority order: final measures scheduled, orders tracked, installs booked against real crew days, invoices out at completion.

Peak for window and door companies → Level 04 · Stratos Scale like an enterprise

High-volume replacement operations live and die on close rate and cost per sale. Stratos builds custom dashboards and AI trained on your own quotes and outcomes, owned by you, so you see which reps, offers, and sources actually close.

Stratos for window and door companies →

Get the Windows & Doors playbook for your company

The free 360° audit maps these systems to how your operation actually runs, and shows the highest-leverage gap first.

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