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EPIC Window Covering Snapshot

A comprehensive solution for window covering professionals, offering automated lead generation, consultation workflows, and installation management systems.

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What's included

01 / Included

Marketing Materials

Client communication email sequences
Social media content calendar for 12 months
Ad templates optimized for window covering keywords
Seasonal promotion campaign frameworks
Client education guides and resources

Operational Systems

Consultation preparation checklist
Window measurement worksheets
Quote and proposal templates
Order tracking system
Installation coordination framework

Automations

Lead nurturing and follow-up sequence
Consultation confirmation and preparation
Order status update notifications
Installation scheduling coordination
Post-installation follow-up and review request

Sample workflows

02 / Workflows

Lead Generation & Qualification

Targeted digital marketing campaigns
Lead capture and qualification system
Consultation scheduling automation
Preparation and pre-consultation information
Referral partner management

Consultation & Design

In-home consultation process
Window measurement system
Product recommendation framework
Quote and proposal generation
Order finalization and deposit processing

Order & Installation Management

Product order tracking
Supplier communication management
Delivery coordination
Installation scheduling and preparation
Final inspection and client approval

Business Growth & Management

Client relationship nurturing
Showroom management (if applicable)
Vendor and product resource library
Business metrics and performance tracking
Seasonal promotion and marketing campaigns

Pricing & bundles

03 / Pricing

Snapshot + Vision Control™ | Ignite (Annual)

Bundle with annual subscription to Vision Control™ | Ignite

$3497 + $1470/year

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Snapshot + Vision Control™ | Ignite (Monthly)

Bundle with monthly subscription to Vision Control™ | Ignite

$3497 + $147/month

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“

This system transformed my window treatment business from constant chaos to smooth profitability. The lead generation funnels keep my calendar full of qualified consultations, and the project management workflows have eliminated the order mistakes that used to cost us thousands.

Michael Anderson

Shade & Design Specialists · Dallas, TX

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