58
Qualified appointments in two months
33%
Appointments converted into closed deals
A well-established provider of custom, energy-efficient windows and doors, our client has been serving homeowners in the Ottawa-Gatineau region since 2005. With a portfolio ranging from retrofitting post-war bungalows to preserving the historic charm of early 1900s homes, the company has built a reputation for craftsmanship and customer satisfaction.
Despite healthy website traffic and a steady flow of new registrations, the client struggled with two key challenges: converting inbound interest into sales and following up with unresponsive leads or recent customers for feedback.
They lacked an internal call center or sales team dedicated to consistent lead follow-up, relying instead on email and occasional callbacks. As a result, many leads - particularly older registrations - were left untouched, and valuable sales opportunities were slipping through the cracks.
DMT Team was brought to revamp their outbound calling strategy, with a focus on:
✅ Process Setup from Day One
DMT team kicked off the campaign by building everything from scratch - call scripts, CRM workflows, and automation tools. The very first day of calls resulted in a booked appointment, allowing us to define the possible right direction approach-wise.
✅ Lead Prioritization Strategy
We continued with the backlog of older leads to test performance and refine our approach. Once the model proved successful, the client gave us access to fresh registrations to accelerate results.
Conversion Rate:
30% for fresh leads
5% for older leads
10% average appointment booking rate
✅ Content Optimization
Our content team refined and tested multiple variations of the scripts. We introduced a couple of messaging frameworks, objection-handling snippets, and personalized follow-ups to increase conversions.
✅ Data Validation & Segmentation
Our research team enriched and validated all leads and their contact information - verifying phone numbers and emails - while also segmenting them into individual consumers and commercial buyers. This enabled a tailored, high-impact messaging strategy.
✅ Scalable Workflow & Touch Cadence
We created a lightweight but consistent outreach cadence:
-Minimum of 2 daily touchpoints per lead (calls, voicemails, and SMS follow-ups)
-Calendar coordination with the internal sales rep
-Daily performance reviews for continuous improvement
✅ Knowledge Transfer & Team Expansion
As lead engagement increased, the client scaled our efforts with a new SDR. We provided them with detailed training, call recordings, and a plug-and-play outbound workflow.
Campaign Extension: Feedback & Reviews
Eventually, when the leads were processed, we shifted toward customer feedback collection from completed projects. We qualified those customers for potential upsells (e.g., second property installations) and encouraged them to leave 5-star reviews - boosting the company’s online reputation and local SEO visibility.
✅ 58 qualified appointments booked in just two months
✅ 10 verified 5-star reviews collected from satisfied customers
✅ 33% of appointments converted into closed-won deals within 2-6 weeks
This cold calling campaign in the home improvement and construction sector proved how a structured outbound strategy can drive meaningful business outcomes—even when starting from zero. From validating months-old leads to building a scalable process that the client could fully adopt, DMT Team helped unlock untapped revenue opportunities and lay the groundwork for consistent growth.