Sales follow-up for independent blind & shutter companies

Turn more enquiries into booked consultations and accepted quotes.

ShadeFlow responds to new leads, recovers missed calls, follows up outstanding quotes and reactivates old opportunities—without adding more admin to your team.

Built around your existing sales process Personal onboarding No long-term contract

Window-covering consultant measuring plantation shutters during a home consultation

Example ShadeFlow workflow

Sarah Taylor · Plantation shutters

Automation active
New enquiry1
Consultation booked1
Consultation completed1
Quote sent1
Installation won1
Instant reply sentConsultation bookedAppointment reminder

The hidden sales gap

Your next installation might already be sitting in your database.

You spend money generating enquiries. But when the day gets busy, good opportunities can quietly disappear between the first message and the final installation.

Enquiries get missed

A homeowner enquires while your team is measuring, fitting or speaking to another customer — and doesn’t always get a fast response.

Quotes go quiet

Quotes are sent, but consistent follow-up is difficult when your team is managing dozens of prospects.

Customers take time

Homeowners often compare suppliers, colours, styles and prices before making a decision. One conversation isn’t always enough.

Old opportunities disappear

Past enquiries and unclosed quotes become buried in inboxes, spreadsheets or old systems.

ShadeFlow keeps every opportunity moving while your team focuses on consultations and installations.

How it works

From first enquiry to finished installation.

New shutter enquiry

Sarah Taylor · Website · 10:42

Active

Website enquiries, calls, social leads and other prospects enter one organised pipeline.

Example ShadeFlow workflow

See exactly how opportunities keep moving.

See how ShadeFlow keeps an opportunity moving from the first enquiry to the final installation.

01 · Speed to lead

Never leave a new enquiry waiting.

When someone requests a quote or consultation, ShadeFlow can respond immediately and place them into the correct follow-up journey.

New enquiry

Demonstration data

Website enquiry · 10:42

Sarah Taylor

Plantation shutters · Home consultation

New enquiry
Automatic response sent · 10:42

“Hi Sarah, thanks for contacting Oak & Loom Shutters. We’ve received your enquiry about plantation shutters. A member of our team will be in touch shortly.”

Choose a convenient time

02 · Missed call recovery

Turn missed calls into conversations.

Your team can’t answer every call while they’re measuring windows, visiting customers or installing. ShadeFlow can follow up automatically so the enquiry isn’t simply lost.

Missed-call recovery

Demonstration data

Incoming call

11:36

Missed call

11:37

Automatic SMS sent

11:37

Customer replied

11:40

Hi, sorry we missed your call. Thanks for contacting Oak & Loom Shutters. Are you looking for blinds, shutters or another window covering?

Plantation shutters for three front windows.

Added to pipeline

03 · Consultations

Move enquiries towards the next step while they’re still interested.

Make it easy for homeowners to arrange an in-home consultation, measuring appointment or showroom visit.

Consultation booking

Demonstration data
Received

Customer enquiry

Shared

Available appointment slots

Thu · 10:30

Consultation booked

Sent

Automatic confirmation

Scheduled

24-hour reminder

Measured

Appointment completed

Choose a convenient time

Thu 10:30Thu 14:00Fri 09:30

04 · Quote follow-up

Don’t let good quotes go quiet.

You’ve already measured the windows, discussed options and prepared the quote. ShadeFlow helps make sure the conversation doesn’t end there.

Quote follow-up workflow

Demonstration data
Measured

Consultation completed

Day 0

Quote sent — £X

Day 2

Follow-up scheduled

Pending

Customer hasn’t responded

Day 2

Automatic follow-up sent

Day 3

Customer replied

Day 3

Call follow-up booked

Updated

Installation won

Every follow-up stays visible to the sales team

05 · Reactivation

The enquiries you already have could be your easiest opportunities.

Previous enquiries and outstanding quotations don’t have to stay forgotten. ShadeFlow helps you organise and appropriately reconnect with people who previously showed interest.

Opportunity database

Demonstration data
247Previous enquiries
68Unclosed quotes
194Previous customers
CustomerProductConsultationQuoteLast contactStatusNext action
Sarah TaylorPlantation shuttersCompletedSent6 days agoQuote outstandingFollow up
James EvansRoller blindsBookedYesterdayConsultation bookedReminder
Priya ShahMotorised blindsCompletedSent21 days agoDormantReactivate
Michael ReedRoman blindsTodayNew enquiryContact
Selected records → Reactivation campaign → Reply → Consultation booked → Quote reopened

After the installation

A completed installation can create the next customer.

Review requests

Automatically make it easier to ask satisfied customers for a Google review after installation.

Referrals

Stay connected with happy customers and make word-of-mouth referrals easier to generate.

Repeat business

Reconnect when customers may need additional rooms, replacement blinds or new window coverings.

One clear view

Know exactly where every opportunity stands.

See who needs a call, which consultations are booked and which quotes need attention — without searching through inboxes and spreadsheets.

Sales overview

Example dashboard · September

Demonstration data
8New enquiries
4Consultations booked
6Quotes outstanding
2Installations won
3Follow-ups due
5Dormant opportunities
New enquiry8

Michael · Roman blinds

Activity today

Consultation booked4

James · Tue 10:30

Activity today

Consultation completed3

Sarah · Measured

Activity today

Quote sent6

Priya · Follow-up

Activity today

Follow-up3

Sarah · Today

Activity today

Installation won2

Hannah · Scheduled

Activity today

Lost / dormant5

Review list

Activity today

Personal onboarding

What happens after you decide to work with ShadeFlow?

01

Review

We review how your business currently handles enquiries, consultations and quotations.

02

Configure

We configure your pipeline, messages and follow-up timings around that process.

03

Approve

You review and approve the customer communications before anything goes live.

04

Launch

We connect the agreed lead sources and activate your workflows.

05

Improve

We review performance with you and refine the system over time.

Founding Partner Programme

Help shape ShadeFlow around how blind and shutter businesses actually sell.

We’re inviting a small number of independent UK blind and shutter companies to work directly with ShadeFlow’s founder as we refine the system around real enquiry, consultation and quote workflows.

  • Personal setup and onboarding
  • Direct access to the founder
  • Workflows configured around your current sales process
  • Input into future features and automations
  • Reduced founding rate for the first three months
  • No initial setup fee
  • Monthly rolling agreement
AN

Founder photo placeholder

Work directly with the founder.

Hi, I’m Amzi Newman, founder of ShadeFlow. I’m building ShadeFlow specifically around how independent blind and shutter businesses handle enquiries, consultations and quotes.

Founding partners work directly with me to configure the system around their existing sales process, approve the customer communications and help shape the workflows as ShadeFlow develops.

Simple monthly plans

Choose the level of follow-up your business needs.

Essential

£199/month

  • CRM & sales pipeline
  • Lead capture
  • Instant SMS/email response
  • Missed-call text back
  • Consultation booking
  • Appointment reminders
See ShadeFlow in Action
Most popular

Growth

£349/month

  • Everything in Essential plus
  • Automated quote follow-up
  • Old-lead reactivation
  • Review automation
  • Referral campaigns
  • Previous-customer campaigns
Book a Demo

Scale

£599/month

  • Everything in Growth plus
  • AI-assisted enquiry qualification
  • AI receptionist capabilities
  • Advanced reactivation campaigns
  • Multi-location/team support
  • Advanced reporting
  • Priority support
See ShadeFlow in Action

Any setup or usage charges will be explained and agreed before your system goes live. Messaging, calling and AI-related usage charges depend on the features and volume your business uses.

Common questions

A better system, without starting again.

More of your enquiries should become installations.

Answer five quick questions about how your business sells today, then choose a time that suits you.

Prefer to skip the questions? Book directly.

Question 1 of 5

What does your business mainly sell?

No obligation. We’ll start by understanding how your team currently handles enquiries, consultations and quote follow-up.