Dental treatment lead generation. Do you really need more dental sales leads?

Entrepreneurs Circle Certified Coach

dental sales leads

You have no doubt arrived at this post because you are looking for more dental treatment lead generation for your practice. But do you really need more new dental treatment sales leads?

So do the maths stack up? If you double the dental sales leads that you generate then you will double your sales and grow your practice – That is true. But you will probably more than double the cost of your advertising. (It will probably cost you more than double as you should already be using the most responsive advertising medium, so you will have to start using less responsive advertising and so use more of it. So your costs will be higher).

And there are other factors at play too. Take a look at these sales rules.

dental treatment sales leads generation

 

So if you are like most dental practices you will not have a dedicated sales team, rather the new enquiry follow-up is undertaken by reception staff as and when they have a spare moment. As a result, only the hottest potential patients will be booked for an initial consultation on the first call. And those leads who are harder to reach or are not ready to commit to the initial consultation, will quickly get forgotten about and “fall between the cracks” because the new hot enquiries get priority for follow up. The key to the growth of your practice lies in successfully following up the leads who are not ready to buy today, but will in the future.

So what is the solution? Before you spend any more money generating new dental sales leads you need to implement an automated sales and marketing system that will work in sync and support your reception/sales team. A system that does all the hard work in following up leads and nurturing them until they are ready to speak with your dental team. This way the dental sales leads that have cost you money do not “fall between the cracks”.

So let’s look at the maths.

Say you are currently getting a 1% conversion rate from your sales leads and leads are costing £1 each. So the Cost per Acquisition (CPA) is £100. OK, let’s say you implement a sales and marketing system to automatically follow up leads, to nurture those leads and then pass them over to the reception/sales team when they are ready to buy. So we still get the initial 1% conversion. But then say we consistently follow up with the remaining 99% (who did not buy). Now, say over the next 2 years we follow up automatically and gain another 2 sales from the initial 99 leads. So now then numbers look like this. We have 3X our conversion rate and so we have tripled the size of our business. Because we did not spend any more money on lead acquisition, so our Cost of Acquisition has come down from £100 to only £33. And this is without spending any additional money on advertising and lead generation.

Now at this point, you have an efficient sales and marketing machine that efficiently converts leads. And now you can start to look at using lower value/ higher-cost advertising media because you have an efficient sales and marketing machine that can profitably convert poorer quality leads. You can now afford to outspend your competitors on advertising and so grow your practice.

And all this is before we even consider the best AND lowest cost of leads for your business. Referrals from existing patients. Are you actively asking your existing patients to refer friends and family? The chances are that you are not proactively harnessing this source of leads. Once you have an efficient sales and marketing system in place then referral marketing can also happen consistently on autopilot.

So – do you really need more new dental lead generation?  -or do you need a system to convert more effectively the dental sales leads you are already generating? If you are interested then this is exactly what I do for my clients. If you would like to book a free Discovery call at a mutually convenient day and time then click here.

dental sales leads generation

PS. Check out my other post with 7 top marketing tips for dental practices.

 

Get a free copy of my book - The Entrepreneurs Marketing System 

The Entrepreneurs Marketing System has been written by myself and Nigel Botterill and has taken the best part of 10 years to hone, refine and test and is the foundation of the Entrepreneurs Circle coaching system.

It gives SME business owners a proven step-by-step system to get and retain all the customers they'll ever need.... Rhythmically & consistently -  just like clockwork.

You'll need a deep understanding of the Entrepreneurs Marketing System if you are going to use it in your business and this is exactly what our new book provides. If you would like a copy you just pay the postage and packing.

>> GET YOUR FREE COPY <<
    

EC Coach Tip – Spend time working on your business and not just in your business

Entrepreneurs Circle Certified Coach

If you are a business owner then you no doubt started in business doing the thing that you love doing. However, to really succeed in business you

need to get a regular stream of paying customers. So in addition to being a doer in your business you need to be a marketer – whether you like it or  not.

And this means putting time aside for marketing and working on your business. As an Entrepreneurs Circle Certified Coach, we advise and push our clients to spend 90 minutes of focused time on their marketing every day. It makes a huge difference to business owners who follow this principle. The Entrepreneurs Circle have put together this free series of PDFs to assist you.

Download PDFs here

 

Get a free copy of my book - The Entrepreneurs Marketing System 

The Entrepreneurs Marketing System has been written by myself and Nigel Botterill and has taken the best part of 10 years to hone, refine and test and is the foundation of the Entrepreneurs Circle coaching system.

It gives SME business owners a proven step-by-step system to get and retain all the customers they'll ever need.... Rhythmically & consistently -  just like clockwork.

You'll need a deep understanding of the Entrepreneurs Marketing System if you are going to use it in your business and this is exactly what our new book provides. If you would like a copy you just pay the postage and packing.

>> GET YOUR FREE COPY <<
    

Entrepreneurs Circle Certified Marketing Coach. Marketing Expertise Meets HighLevel Implementation

Julian Mills HighLevel marketing automation consultant strategistChoosing marketing software is one thing. Knowing how to use it to attract customers, convert enquiries and grow your business is another.

I’m Julian Mills, an Entrepreneurs Circle Certified Coach and HighLevel Consultant. I help business owners connect their marketing strategy with the systems needed to put it into practice.

My primary interest has always been marketing. HighLevel is the tool I use to help deliver it.

The aim is what Nigel Botterill often describes as the rhythmic acquisition of customers: developing a consistent approach to winning business, rather than relying on occasional campaigns or bursts of activity when sales go quiet.

Marketing Experience Since 1996

I have worked in direct response marketing since 1996, developing campaigns and helping businesses turn interest into sales.

Since 2009, I have combined that marketing experience with CRM and marketing automation consultancy. For many years, that meant working with Infusionsoft, later known as Keap. Since 2023, my focus has been HighLevel.

The technology has changed. The fundamental questions remain:

  • Why should someone choose your business?
  • How will you attract the right potential customers?
  • What happens when somebody enquires?
  • How do you follow up and convert that interest into a sale?
  • How do you encourage customers to return and recommend you?

These questions shape the system we build.

Why I Became an Entrepreneurs Circle Certified Coach

Entrepreneurs Circle Certified Coach | HighLevel | GenieAIOver the years, clients frequently asked me for marketing advice alongside help with their CRM.

But advice alone was often insufficient. Business owners were busy, implementation slipped and good ideas remained unfinished.

I became an Entrepreneurs Circle Certified Coach in 2021 because the Entrepreneurs Marketing System provided a structured framework for helping clients move from ideas to action.

It complemented my practical marketing experience with a coaching approach focused on getting and keeping customers.

The rhythmic acquisition of customers is central to that thinking. Marketing becomes a regular business activity, supported by clear processes, consistent follow-up and someone taking responsibility for making it happen.

That approach continues to inform my HighLevel consultancy today.

The Entrepreneurs Marketing System. Written With Nigel Botterill

The Entrepreneurs Marketing System book. Julian Mills. HighLevelI co-authored The Entrepreneurs Marketing System with Nigel Botterill, founder of Entrepreneurs Circle.

The book explains the marketing framework behind the EC coaching approach, helping business owners understand how to acquire customers rhythmically and consistently.

It also provides an introduction to the thinking behind my consultancy. We need to understand the customer, the offer and the marketing process before deciding what to automate.

HighLevel gives us practical tools to support those activities, from capturing enquiries and following up opportunities to maintaining customer relationships.

If you would like to explore the principles behind this approach, visit the book page to request a copy. Free copies are available while supplies last, with postage and packing payable.

Get Your Copy of The Entrepreneurs Marketing System by Julian Mills and Nigel Botterill

What This Adds to My HighLevel Consultancy

When you work with me, we look beyond which features need configuring.

We start with your business, your customers and what you want to improve. Then we decide which marketing activities, sales processes and automations will support those priorities.

For example, you might need to:

  • Improve the way new enquiries are handled.
  • Follow up quotes more consistently.
  • Reconnect with past enquiries or dormant customers.
  • Reduce missed appointments.
  • Encourage repeat purchases, reviews and referrals.
  • Connect separate tools into a more manageable marketing and sales system.

My role combines marketing judgement, process design, practical implementation and training.

When comparing HighLevel consultants or Certified Admins, consider whether you also need help deciding what your marketing system should achieve. Alongside technical expertise, I bring marketing experience dating back to 1996 and a structured coaching approach to helping you put those decisions into practice.

Marketing Advice Put Into Practice. Laban Roomes’ Experience

Laban Roomes’ testimonial illustrates how I combine marketing advice with practical implementation. During our coaching sessions, I recommended Jeff Walker’s book Launch. We then applied its principles to his next email marketing campaign.

Laban reported an additional £200,000 in sales, followed weeks later by a £40,000 master franchise sale that he attributed to the campaign’s “launch echo”.

My team and myself have worked with Julian and have found his marketing advice and implementation to be invaluable. He has a wealth of marketing experience and is constantly working to learn and stay on top of his game. During one of our coaching sessions, he urged me to read the book “Launch” by Jeff Walker. Then during our next email marketing campaign, we implemented the concepts from the book, as a result, we generated an additional £200,000 in sales. An that was not all, weeks later we received a “launch echo” as a result of the campaign and sold a master franchise for £40,000.

I have no hesitation in recommending Julian for his Infusionsoft and marketing coach expertise.

Laban Roomes, 24k Gold Customisation

This work was delivered using Infusionsoft. Today, my focus is HighLevel, but the principle remains the same: identify the marketing opportunity, develop the campaign and use the technology to put it into practice.

Improve Your Whole Marketing System. Start With Practical Opportunities

Sometimes a business needs a broader review of how it attracts, converts and retains customers.

In other cases, the most valuable starting point is already sitting in its database or sales pipeline.

You may have old enquiries that were never followed up, quotes awaiting a decision or customers who would buy again if somebody contacted them.

I have worked on projects involving dormant database reactivation, quote follow-up and sales process mapping. These illustrate how a marketing opportunity can become a practical system that supports the team.

An initial campaign can help uncover an opportunity. The next step is to establish an ongoing process: regular follow-up, relevant customer communication and clear ownership.

That is how we move towards rhythmic customer acquisition. We can start with a focused improvement, learn from the results and develop the wider system as your business needs it.

HighLevel Is the Tool That Supports the Marketing

Through my HighLevel agency, MarketerM8, we provide software, consultancy, implementation help and training.

HighLevel brings together tools such as CRM, email, SMS, WhatsApp, calendars, sales pipelines, websites, automation and AI. Their value depends on the offer, communication and processes they support.

An automated follow-up sequence still needs a compelling message. A sales pipeline needs to reflect how your business sells. An AI conversation needs a clear purpose and an appropriate handover to your team.

This is where my marketing and technology experience work together.

I have also worked with a number of Entrepreneurs Circle GenieAI subscribers who independently sought me out as an alternative source of support, helping them connect their marketing strategy with practical implementation.

A Practical “Done With You” Approach

We begin by understanding your business and agreeing priorities. Then we map the relevant processes and build the systems needed to support them.

Through consultancy and training, I help you and your team understand how the system works and how to keep improving it.

Where appropriate, we identify an internal CRM Champion: someone interested in the system who has time allocated to take ownership.

That person helps keep the agreed activities moving, supports colleagues and makes sure the system becomes part of everyday business operations.

The aim is to give your business both a working marketing system and the knowledge to use it effectively.

Let’s Explore the Opportunities in Your Business

Whether you want to improve your whole marketing and sales system or get more from the leads and customers you already have, we can start with a conversation.

We’ll discuss what you want to achieve, where opportunities may be getting lost and how HighLevel could support a more consistent approach to attracting, converting and keeping customers.

Book a Discovery Call with Julian Mills

Julian Mills HighLevel Consultant and Marketing Automation Strategist

About the Author

Julian Mills

HighLevel Consultant & Marketing Automation Strategist

Julian Mills helps business owners automate lead generation, sales follow-up, customer communication and business processes using HighLevel and MarketerM8. Since 2009 he has helped businesses implement CRM, marketing automation and AI-powered systems that save time, improve customer experience and generate more sales.

About Julian
Book a Discovery Call
Join a Free HighLevel Workshop
Learn About HighLevel with MarketerM8

Get a free copy of my book - The Entrepreneurs Marketing System 

The Entrepreneurs Marketing System has been written by myself and Nigel Botterill and has taken the best part of 10 years to hone, refine and test and is the foundation of the Entrepreneurs Circle coaching system.

It gives SME business owners a proven step-by-step system to get and retain all the customers they'll ever need.... Rhythmically & consistently -  just like clockwork.

You'll need a deep understanding of the Entrepreneurs Marketing System if you are going to use it in your business and this is exactly what our new book provides. If you would like a copy you just pay the postage and packing.

>> GET YOUR FREE COPY <<
    

Julian’s Marketing Hints, Tips and Hacks

Please enter your contact details below and you will then receive my weekly Marketing Hints, Tips and Hacks email every Tuesday at 11am.


Get a free copy of my book - The Entrepreneurs Marketing System 

The Entrepreneurs Marketing System has been written by myself and Nigel Botterill and has taken the best part of 10 years to hone, refine and test and is the foundation of the Entrepreneurs Circle coaching system.

It gives SME business owners a proven step-by-step system to get and retain all the customers they'll ever need.... Rhythmically & consistently -  just like clockwork.

You'll need a deep understanding of the Entrepreneurs Marketing System if you are going to use it in your business and this is exactly what our new book provides. If you would like a copy you just pay the postage and packing.

>> GET YOUR FREE COPY <<
    

Water Softener Marketing – Seven Top Tips

If you are responsible for water softener marketing for your business then I hope you will find these 7 top tips valuable, so please read on.

The first step to winning more water softener installation jobs is to think like a potential client who has an issue with hard water as it causes a mineral buildup in water pipes, heating systems and appliances, and its poor soap and/or detergent cleaning performance when compared with soft water. Put yourself in your potential water softener clients shoes.

What thought processes will they go through? Which websites do people visit when they are looking to learn about options on how to soften hard water? How can you engineer so they “see you” online when they are searching for a solution?

TOP TIP 1

Initially, potential customers will be searching online for information. Maybe they are looking for a DIY water softener solution. This is your ideal opportunity to become their trusted advisor. Have information on your website to educate them on the problem they are experiencing and looking to solve,  and even give them help on the solution. It may seem counter-intuitive to give free advice but this really does build you as the trusted advisor and even though some people will solve the problem themselves with a DIY solution there will be others who simply want to call in an expert when they do not have the time or the job is bigger than a DIY job. So this can be blog posts, PDF guides or videos. I recommend this book to my clients on how to create content that draws clients to you. They Ask, You Answer by Marcus Sheridan.  And this becomes even more powerful when it can be linked to a marketing automation system, see point 4 below.

TOP TIP 2

Be visible online. These days the first port of call, when someone is interested to learn about water softener options will be the internet and primarily using Google. It is imperative that your water softener installation business is visible on Google.

So do a check – how do you appear on Google right now in your local area. Because most of the time people will be looking first for a local water softener installer.

Step 1 – Go to Google, and for example enter the name of your local area followed by phrases like “new water softener”  “buy water softener”, “water softener installer” into the Google search bar.

Example: London water softener installer, buy water softener London

Step 2 – Make a note of the websites that come up on Page 1. Study them and get inspiration for your own ideas. Is your water softener installation business on the list? If not…

TOP TIP 3

You need to get your website listed.

Google Adwords are the ads top and bottom of the search results page. Advertising is a quick win, but can be expensive and you need to know what you are doing. I would recommend hiring a Google Adwords Expert as it can be complex to set up Adwords and expensive if you get it wrong. (I would definitely recommend using Google Remarketing, this enables you to display ads to your website visitors AFTER they leave your site – the ads follow them all over the internet. These work great and costs next to nothing).

Search Engine Optimisation (SEO). This is the process to optimise your website so that Google lists it in the rankings. You need to be on page 1 of Google. The good news is that this is free, the bad news is that it can take many months of work to achieve a result. But once you do you will reap the rewards for a long time. SEO is a huge subject so you can either hire an expert or if you have the time and inclination you can teach yourself, check out the book I mention in TOP TIP 1.

TOP TIP 4

Have a water softener marketing and sales follow up system.

This is what the majority of water softener installation businesses do not have or understand. In points 1 to 3 above we are looking at ways to generate interest in our service, which is essential. But what you have to realise is that of those who visit your website only one or two in every 100 are ready to buy today. So if they do not buy today then that means 98% leave your website and the chances are they will never come back. That 98% is where the gold is for your business. So you have to have a system in place that enables you to consistently follow up with EVERYONE who expresses an interest in water softener services. This can be really simple – paper based or Excel, it is possible but it is a definite chore that requires dedication and time to manage. And that leads me nicely on to what I do. I specialise in helping clients set up a marketing automation system called Keap / Infusionsoft and this is the leading marketing automation system for small/medium size enterprises.

Check out my blog post – Water Softener sales leads. Do you really need more new water softener sales leads?

Check out my blog post – One of my water softener clients won awards for business growth

TOP TIP 5

Referrals. Even in this online world, word of mouth advertising is still the best. How can you encourage previous clients to talk about your water softener products and service? Can you offer them an incentive if one of their friends buys your service? Can you reach out to all your previous water softener clients and remind them about your service, this is really easy if you have a marketing system in place, see Top Tip 4 and an efficient Water Softener Installation System, see Top Tip 7.

On this note. Are you listed with the likes of Trusted Trader and/or any other review sites? Social proof these days is so important. How many times have you decided between one or other hotel or restaurant based on the reviews from previous customers? This social proof is key these days and you should be actively asking your customers for a review on each job you do.

TOP TIP 6

Distributing leaflets door to door is a popular and successful marketing tactic for water softener installers. But you can take this tactic one step further and also drop leaflets at neighbours houses when you do a water softener install or maintenance. So make it a rule for your installers to drop leaflets at neighbours houses – 5 houses to the right and 5 houses to the left, and then the ones opposite. So this way you quickly get 20 households flyered who probably have the same hard water issue as your customer had prior to your water softener installation.

TOP TIP 7

Water Softener Installation Systemisation

OK, so you have been busy marketing and you now have water softener enquiries and orders. But the job is still not finished. Now we have to ensure we look and act professionally and do a top-notch installation job so that we WOW and retain those hard-won clients. How do you manage you and your team’s on-site jobs currently? As the business grows you will need a system to make this as efficient and professional as possible so that clients not only return again to us later on, but they refer us to their friends and family. One very impressive service I have recommended to installation service clients for the past 4 years is ServiceM8.

If you are interested to learn more about how to build your own water softener marketing and sales system then please schedule a free 1-hour Discovery call.

water softener marketing

Get a free copy of my book - The Entrepreneurs Marketing System 

The Entrepreneurs Marketing System has been written by myself and Nigel Botterill and has taken the best part of 10 years to hone, refine and test and is the foundation of the Entrepreneurs Circle coaching system.

It gives SME business owners a proven step-by-step system to get and retain all the customers they'll ever need.... Rhythmically & consistently -  just like clockwork.

You'll need a deep understanding of the Entrepreneurs Marketing System if you are going to use it in your business and this is exactly what our new book provides. If you would like a copy you just pay the postage and packing.

>> GET YOUR FREE COPY <<
    

The best plug-in to back up WordPress site – I use UpdraftPlus

updraftplus

Have you ever had your WordPress website hacked?

If you have you will know the panic. For me, I found that my website had completely disappeared and there was a skeleton cowboy as my home page – even with a ten-gallon hat! But there was a silver lining, luckily the hosting company was able to recover the data files from their back ups, so the content of all my posts and pages was recovered. But I had to still redesign the site. Which in the end was not a bad thing as it gave me a clean slate to redesign the site. But still, it is not an experience I wish to repeat.

So now in addition to setting up the WordPress security with WordFence, I ensure that the site is regularly backed up to my Google Drive.

The best WordPress back up tool I have found so far is “UpdraftPlus“. The free version meets all my requirements for my simple websites. It runs scheduled backups, it even automatically uploads the scheduled backups to my Google Drive for safekeeping.

This is the link to the plugin “UpdraftPlus”

If you are using an alternative back up plugin that works well for you then I would be delighted to hear from you.

Cheers

Julian

Get a free copy of my book - The Entrepreneurs Marketing System 

The Entrepreneurs Marketing System has been written by myself and Nigel Botterill and has taken the best part of 10 years to hone, refine and test and is the foundation of the Entrepreneurs Circle coaching system.

It gives SME business owners a proven step-by-step system to get and retain all the customers they'll ever need.... Rhythmically & consistently -  just like clockwork.

You'll need a deep understanding of the Entrepreneurs Marketing System if you are going to use it in your business and this is exactly what our new book provides. If you would like a copy you just pay the postage and packing.

>> GET YOUR FREE COPY <<
    

Window, Door and Conservatory Marketing: 8 Practical Tips to Generate More Sales

Window, Door & Conservatory Marketing: 8 Practical Tips

Window, Door & Conservatory Marketing: 8 Practical TipsMarketing a window, door or conservatory company is not simply about generating as many leads as possible.

The real objective is to attract the right homeowners, respond while they are interested, convert more enquiries into appointments and consistently follow up every quotation.

Here are eight practical marketing tips for UK window, door and conservatory companies.

1. Decide which customers and products you want to attract

Before spending money on marketing, decide which types of work you actually want.

That might include:

  • Replacement uPVC windows
  • Sash windows
  • Composite doors
  • Aluminium windows and bi-fold doors
  • Conservatories and orangeries
  • Conservatory roof replacements
  • Window and door repairs
  • Commercial glazing

You may also want to concentrate on particular towns, postcodes or types of property.

Somebody searching for a conservatory roof replacement has a different requirement from somebody researching aluminium bi-fold doors.

Your advertising, website pages and follow-up should reflect the product and customer rather than relying on one generic “windows, doors and conservatories” message.

2. Make your company visible in local Google searches

Most homeowners will look online before contacting a window or door installer.

Search Google for the services you offer in the areas you cover. For example:

  • Replacement windows in Manchester
  • Composite door installer in Stockport
  • Sash-window repair in London
  • Conservatory roof replacement near me

Does your company appear prominently?

Your Google Business Profile is especially important for local searches. Make sure it includes:

  • The correct contact details and opening hours
  • An accurate service area
  • Your main products and services
  • Recent photographs
  • Regular updates
  • Customer questions and answers
  • A consistent flow of genuine reviews

Your website should also have useful pages for your principal products and locations.

Avoid creating dozens of virtually identical pages with only the town name changed. Each page should contain genuinely useful information about the service, area and projects you complete.

Clear answers to genuine customer questions can also help your website appear in traditional Google results and AI-generated search answers.

3. Use Google Ads to capture high-intent searches

Search engine optimisation can generate valuable enquiries, but it takes time.

Google Ads can put your company in front of local homeowners who are actively searching for the products you sell.

Somebody searching for “composite door installer near me” or “replacement windows in Leeds” is showing much stronger immediate intent than somebody who happens to see an advert while scrolling through social media.

Each campaign should direct the visitor to a relevant page.

If the advert promotes conservatory roof replacements, do not send the visitor to a general homepage. Send them to a page specifically about conservatory roofs, with relevant photographs, proof and a clear way to request a quotation.

Google Ads can become expensive if campaigns are poorly targeted. Pay close attention to:

  • The locations you cover
  • The search terms triggering your adverts
  • Negative keywords
  • The products you want to promote
  • Telephone calls and form enquiries
  • Which leads become appointments and sales

Facebook and Instagram can be useful for visual campaigns showing completed installations and different product options.

They can also be used for retargeting. This allows you to remain visible to people who visited your website but were not ready to enquire immediately.

HighLevel’s Ad Manager can be used to create and monitor Google, Facebook, Instagram and LinkedIn advertising while connecting enquiries to your CRM and sales process.

4. Show proof, not just products

Windows, doors and conservatories are visual purchases, but photographs alone are not enough.

Your marketing should help a homeowner believe that you are a safe and credible company to invite into their home.

Useful proof includes:

  • Before-and-after photographs
  • Short customer case studies
  • Video testimonials
  • Google reviews
  • Photographs of your team
  • Accreditations and guarantees
  • Examples of completed local installations
  • Explanations of your surveying and fitting process

A short case study can be more persuasive than a gallery containing 100 unexplained photographs.

Explain what the customer wanted, what you recommended, any challenges involved and how the finished installation improved the property.

If you have a showroom, use it as part of your marketing. Show potential customers what they can see, compare and experience during a visit, then make it easy to book an appointment.

5. Make it easy for website visitors to take the next step

Getting somebody onto your website is not the same as generating an enquiry.

Every important product page should make the next step obvious.

That might be:

  • Request a quotation
  • Book a home survey
  • Arrange a showroom appointment
  • Ask a question
  • Call your team
  • Start a website chat
  • Download a buyer’s guide

You could also offer a quotation request, product-selection form or short survey that collects useful information about the property and proposed work.

Customers might be able to upload photographs or arrange an appointment online.

I would be cautious about offering a fixed instant price for a complex installation. A useful guide or starting range may be more appropriate than creating unrealistic expectations before the property has been assessed.

Your website must also work properly on a mobile phone. Contact details, forms and buttons should be easy to use without zooming or searching around the page.

6. Do not lose valuable enquiries through missed calls

A homeowner who telephones your business is usually a stronger prospect than somebody who has simply visited your website.

They may be ready to ask questions, arrange a survey or request a quotation.

But what happens when your staff are busy, driving, carrying out installations or speaking with other customers?

What happens during evenings and weekends?

If nobody answers, the caller may not leave a voicemail. They may simply call the next window or door company listed on Google.

Your marketing has generated the enquiry, but the opportunity has been lost at the final moment.

At a minimum, you need a clear system for:

  • Identifying every missed call
  • Responding as quickly as possible
  • Sending an immediate missed-call text message
  • Creating a follow-up task
  • Recording the caller in your CRM
  • Handling calls outside normal working hours

An automated message could say:

Sorry we missed your call. Are you looking for a quotation for windows, doors or a conservatory?

More advanced systems can use an AI receptionist to answer calls outside normal hours, explain that it is an AI assistant, collect the caller’s details, qualify the enquiry and potentially book an appointment.

The objective is not to prevent customers from speaking with your team. It is to make sure valuable enquiries are not lost simply because nobody was available at that exact moment.

7. Follow up every enquiry and quotation

Many window and door companies concentrate on getting more leads while failing to follow up the opportunities they already have.

A homeowner may request several quotations. If your company takes too long to respond or stops following up after one unanswered telephone call, the marketing investment has been wasted.

This is particularly important if you purchase leads from a lead-generation company. The same homeowner may be considering several installers, so speed and consistent follow-up matter.

Your CRM should record:

  • Where the lead came from
  • What the lead cost
  • How quickly it was contacted
  • Whether an appointment was booked
  • Whether a quotation was issued
  • Whether the work was won
  • The eventual value of the sale

This allows you to judge a lead provider or advertising campaign by the profitable work it produces, not simply the number of leads delivered.

A CRM and marketing automation system such as HighLevel can also help you respond immediately, assign the salesperson, send reminders and continue nurturing people who are not ready to proceed.

I worked with a specialist sash-window repair company that had accumulated thousands of old quotations.

Using HighLevel, we ran a reactivation campaign to contact people who had previously requested a quotation but had not proceeded. That campaign generated approximately £40,000 in work from contacts the company already had.

Before spending more money generating leads, look carefully at the opportunities already sitting in your database.

Any email, SMS or WhatsApp follow-up must take account of consent, your lawful basis for contacting people and appropriate ways to opt out.

8. Turn every installation into a local marketing campaign

One of the most valuable marketing opportunities is the work you are already completing.

When you install windows, doors or a conservatory, neighbouring homeowners can see your vehicles, your team and the work taking place.

They may live in similar properties of a similar age and have the same requirements.

Depending on the location and project, you could:

  • Use a professional site board
  • Deliver a carefully worded leaflet to nearby homes
  • Photograph the finished installation
  • Create a local case study
  • Run geographically targeted advertising
  • Ask the customer whether neighbours may be interested
  • Request a review and referral after the work is complete

This is what I mean by thinking beyond the original transaction.

One successful installation should not produce only one sale. It can also create photographs, a case study, a review, referrals and greater visibility throughout the surrounding area.

Turn these separate marketing activities into one connected system

Each of these tips can improve your marketing individually.

The bigger opportunity comes from connecting them.

Imagine one system that can capture an enquiry from Google Ads, identify the marketing source, respond immediately, handle a missed call, book an appointment, remind the salesperson to follow up and track whether the enquiry becomes a quotation and sale.

That is where a CRM and marketing automation platform such as HighLevel becomes particularly relevant.

In my complete guide to using HighLevel as a CRM and marketing system for window, door and conservatory companies, I explain what HighLevel can manage, where specialist window-industry software may still be required and how the two systems could potentially work together.

Would you like help improving your marketing?

As an Entrepreneurs Circle Certified Coach, I help business owners turn individual marketing activities into practical, repeatable systems.

I have more than 24 years of real-world marketing experience, and campaigns I have worked on have generated more than £50 million in sales.

I can look at how your company currently generates enquiries, handles incoming calls, manages appointments, follows up quotations and uses its existing database.

We can then identify the opportunities being missed and decide what the right marketing and CRM system needs to do.

Book a Discovery Call

Julian Mills HighLevel Consultant and Marketing Automation Strategist

About the Author

Julian Mills

HighLevel Consultant & Marketing Automation Strategist

Julian Mills helps business owners automate lead generation, sales follow-up, customer communication and business processes using HighLevel and MarketerM8. Since 2009 he has helped businesses implement CRM, marketing automation and AI-powered systems that save time, improve customer experience and generate more sales.

About Julian
Book a Discovery Call
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Get a free copy of my book - The Entrepreneurs Marketing System 

The Entrepreneurs Marketing System has been written by myself and Nigel Botterill and has taken the best part of 10 years to hone, refine and test and is the foundation of the Entrepreneurs Circle coaching system.

It gives SME business owners a proven step-by-step system to get and retain all the customers they'll ever need.... Rhythmically & consistently -  just like clockwork.

You'll need a deep understanding of the Entrepreneurs Marketing System if you are going to use it in your business and this is exactly what our new book provides. If you would like a copy you just pay the postage and packing.

>> GET YOUR FREE COPY <<
    

My Go To Free Editing Software For Images, Video and HTML – 2022

free editing software

If you occasionally need to do simple image, video and HTML edits for your marketing material then the professional softwares like Photoshop and Adobe Premiere Rush can be like using a “sledgehammer to crack a nut” and be cost-prohibitive. However, there are free alternatives that will do the job just fine. They will not have all the advanced features that the paid solutions have, but then we are talking here about when you need to make simple image edits or get a simple video quickly up and live on Youtube. Or when you need to make a simple edit to some HTML code you are embedding on your WordPress site.

Here are my go-to free editing solutions.


1. For images I use GIMP 2. I know it is a weird name but it is an acronym for GNU Image Manipulation Program. It is a freely distributed program for such tasks as photo retouching, image composition and image authoring.

It has many capabilities. It can be used as a simple paint program, an expert quality photo retouching program, an online batch processing system, a mass production image renderer, an image format converter, etc.


2. For video editing I use Shotcut. If you’re looking for a free video editor that can replace Windows Movie Maker, Shotcut is a particularly good choice. This open-source app contains all the tools you know and love from Microsoft’s classic video editing software, plus a raft of extras that bring it bang up to date.

 

 

3. For simple HTML creation and edits I use this easy to use WISIWIG online tool. https://htmlg.com/html-editor/

 

 

 

Get a free copy of my book - The Entrepreneurs Marketing System 

The Entrepreneurs Marketing System has been written by myself and Nigel Botterill and has taken the best part of 10 years to hone, refine and test and is the foundation of the Entrepreneurs Circle coaching system.

It gives SME business owners a proven step-by-step system to get and retain all the customers they'll ever need.... Rhythmically & consistently -  just like clockwork.

You'll need a deep understanding of the Entrepreneurs Marketing System if you are going to use it in your business and this is exactly what our new book provides. If you would like a copy you just pay the postage and packing.

>> GET YOUR FREE COPY <<
    

Solar panel marketing – Six top tips

solar panel sales lead

solar panel marketingIf you are responsible for solar panel marketing for your business then I hope you will find these 6 top tips invaluable.

The first step to winning more solar panels installation jobs is to think like a potential householder who is looking for solar panels. Put yourself in their shoes.

What thought processes will they go through? Which websites do people visit when they are looking to learn about solar panels options? How can you engineer so they “see you” online when they are searching for a solution?

TOP TIP 1

Initially, potential customers will be searching online for information on renewable energy options. This is your ideal opportunity to become their trusted advisor. Have information on your website to educate them to the different solar panel options that are available. It may seem counter-intuitive to give free advice but this really does build you as the trusted solar panels advisor even though some people will go elsewhere. So this can be blog posts, PDF guides or videos. I recommend this book to my clients on how to create content that draws clients to you. They Ask, You Answer by Marcus Sheridan.  And this becomes even more powerful when it can be linked to a marketing automation system, see point 4 below.

TOP TIP 2

Be visible online. These days the first port of call, when someone is interested to learn about solar panel instalation will be the internet and primarily using Google. It is imperative that your solar panel business is visible on Google.

So do a check – how do you appear on Google right now in your local area. Because most of the time people will be looking first for a local solar panel installer.

Step 1 – Go to Google, enter the name of your local area followed by the word “solar panels”  into the Google search bar.

Example: London solar panels, London solar panel installers

Step 2 – Make a note of the websites that come up on Page 1. Study them and get inspiration for your own ideas. Is your solar panels business on the list? If not…

TOP TIP 3

You need to get your website listed.

Google Adwords are the ads top and bottom of the search results page. Advertising is a quick win. But can be expensive and you need to know what you are doing. I would recommend hiring a Google Adwords Expert as it can be complex to set up Adwords and expensive if you get it wrong. (I would definitely recommend using Google Remarketing, this enables you to display ads to your website visitors AFTER they leave your site – the ads follow them all over the internet. These work great and cost next to nothing).

Search Engine Optimisation (SEO). This is the process to optimise your website so that Google lists it in the rankings. You need to be on page one of Google. The good news is that this is free, the bad news is that it can take many months of work to achieve a result. But once you do you will reap the rewards for a long time. SEO is a huge subject so you can either hire an expert or if you have the time and inclination you can teach yourself, check out the book I mention in TOP TIP 1.

TOP TIP 4

Have a solar panel marketing and sales follow up system.

This is what the majority of solar panel businesses do not have or understand. In points 1 to 3 above we are looking at ways to generate interest in your solar panels and services, which is essential. But what you have to realise is that of those who visit your website only one or two in every 100 are ready to buy today. So if they do not buy today then that means 98% leave your website and the chances are they will never come back. That 98% is where the gold is for your business. So you have to have a system in place that enables you to consistently follow up with EVERYONE who expresses an interest in solar panels. This can be really simple – paper based or Excel, it is possible but it is a definite chore that requires dedication and time to manage. And that leads me nicely on to what I do. I specialise in helping clients set up a marketing automation system called Keap / Infusionsoft and this is the leading marketing automation system for small businesses. Check out my blog post – Do you really need more solar panel sales leads.

TOP TIP 5

Referrals. Even in this online world, word of mouth advertising is still the best. How can you encourage previous clients to talk about your solar panels? Can you offer them an incentive if one of their friends buys solar panels from you? Can you reach out to all your previous customers and remind them about your products and service, this is really easy if you have a marketing system in place, see Top Tip 4 and an efficient Solar Panel Installation System, see Top Tip 6.

On this note. Are you listed with the likes of Trusted Trader and / or any other review sites? Social proof these days is so important. How many times have you decided between one or other hotel or restaurant based on the reviews from previous customers. This social proof is key these days and you should be actively asking your customers for a review on each job you do.

TOP TIP 6

Solar Panel Installation Systemisation

OK, so you have been busy marketing and you now have solar panel enquiries and orders. But the job is still not finished. Now we have to ensure we look and act professional and do a top notch installation job so that we WOW and retain those hard-won clients. How do you manage you and your team’s on-site installation and maintenance jobs currently? As the business grows you will need a system to make this as professional as possible so that clients not only return to us later on for maintenance, but they refer us to their friends and family contacts. One very impressive software I have recommended to installation / service clients for the past 4 years is ServiceM8.

If you are interested to learn more about how to build your own solar panel marketing and sales system then please schedule a free 1-hour Discovery call.
solar panel marketing

 

Get a free copy of my book - The Entrepreneurs Marketing System 

The Entrepreneurs Marketing System has been written by myself and Nigel Botterill and has taken the best part of 10 years to hone, refine and test and is the foundation of the Entrepreneurs Circle coaching system.

It gives SME business owners a proven step-by-step system to get and retain all the customers they'll ever need.... Rhythmically & consistently -  just like clockwork.

You'll need a deep understanding of the Entrepreneurs Marketing System if you are going to use it in your business and this is exactly what our new book provides. If you would like a copy you just pay the postage and packing.

>> GET YOUR FREE COPY <<
    

Pest Control Marketing – top 5 tips

If you are responsible for pest control marketing then I hope you will find these 5 top tips valuable, so please read on.

The first step to winning more pest control clients is to think like a potential client who has a pest infestation. Put yourself in their shoes.

What thought processes will they go through? Which websites do they visit when they have a pest problem? How can you engineer so they “see you” online when they are searching for a solution?

TOP TIP 1

Initially, potential customers will be searching online for information. Maybe they are looking for a DIY solution. This is your ideal opportunity to become their trusted advisor. Have information on your website to educate them on the problem they are experiencing and even give them help on the solution, it may seem counter-intuitive to give free advice but this really does build you as the trusted advisor and even though some people will solve the problem themselves there will be others who simply want to call in an expert when they do not have the time or the issue is not a simple DIY solution. So this can be blog posts, PDF guides or videos. Here is a book I would recommend on how to create content that attracts customers to you. They Ask, You Answer by Marcus Sheridan.  And this becomes even more powerful when it can be linked to a marketing automation system, see point 5 below.

TOP TIP 2

Referrals. Even in this online world, word of mouth advertising is still the best. How can you encourage previous pest control clients to talk about your service? Can you offer them an incentive if one of their friends buys your service? Can you reach out to all your previous customers and remind them about your service, this is really easy if you have a marketing system in place, see Top Tip 5 and an efficient Service Delivery System, see Top Tip 6.

TOP TIP 3

Be visible online. These days the first port of call, when someone has a problem to fix, will be the internet and primarily using Google. It is imperative that your pest control business is visible on Google.

So do a check – how do you appear on Google right now in your local area. Because most of the time people with a problem with search out a local pest control service first.

Step 1 – Go to Google, enter the name of your local area followed by the word “pest control”, “vermin control” into the Google search bar.

Example: London pest control, London vermin control

Step 2 – Make a note of the websites that come up on Page 1. Study them and get inspiration for your own ideas. Is your pest control business on the list? If not…

TOP TIP 4

You need to get your website listed.

Google Adwords are the ads down the left-hand side of the search results page. Advertising is a quick win. But can be expensive and you need to know what you are doing. I would recommend hiring a Google Adwords Expert as it can be complex to set up Adwords and expensive if you get it wrong. (I would definitely recommend using Google Remarketing, this enables you to display ads to your website visitors AFTER they leave your site – the ads follow them all over the internet. These work great and costs next to nothing).

Search Engine Optimisation (SEO). This is the process to optimise your website so that Google lists it in the rankings. You need to be on page 1 of Google. The good news is that this is free, the bad news is that it can take many months of work to achieve a result. But once you do you will reap the rewards for a long time. SEO is a huge subject so you can either hire an expert or if you have the time and inclination you can teach yourself, check out the book I mention in TOP TIP 1.

TOP TIP 5

Have a pest control marketing and sales follow up system.

This is what the majority of pest control businesses do not have or understand. In points 1 to 3 above we are looking at ways to generate interest in our service, which is essential. But what you have to realise is that of those who visit your website only one or two in every 100 are ready to buy today. So if they do not buy today then that means 98% leave your website and the chances are they will never come back. That 98% is where the gold is for your business. So you have a system in place that enables you to consistently follow up with EVERYONE who expresses an interest in pest control services. This can be really simple – paper-based or Excel, it is possible but it is a definite chore that requires dedication and time to manage. And that leads me nicely on to what I do. I specialise in helping clients set up a marketing automation system called MarketerM8 / HighLevel and this is the leading marketing automation system for small businesses.

TOP TIP 6

Service Delivery Systemisation

OK, so you have been busy marketing and you now have enquiries and orders. But the job is still not finished. Now we have to ensure we look and act professional and do a top-notch job so that we retain those hard-won clients. How do you manage you and your team’s on-site jobs currently? As the business grows you will need a system to make this as professional as possible so that clients not only return to us later on, but they refer us to their friends and business contacts. One very impressive service I have recommended to service-based clients for the past 4 years is ServiceM8.

If you are interested to learn more about how to build your own pest control marketing and sales system then please schedule a free 1-hour Discovery call.

pest control marketing

Photo by Brett Jordan on Unsplash

Get a free copy of my book - The Entrepreneurs Marketing System 

The Entrepreneurs Marketing System has been written by myself and Nigel Botterill and has taken the best part of 10 years to hone, refine and test and is the foundation of the Entrepreneurs Circle coaching system.

It gives SME business owners a proven step-by-step system to get and retain all the customers they'll ever need.... Rhythmically & consistently -  just like clockwork.

You'll need a deep understanding of the Entrepreneurs Marketing System if you are going to use it in your business and this is exactly what our new book provides. If you would like a copy you just pay the postage and packing.

>> GET YOUR FREE COPY <<