Appointment 001 / In-home consultation
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Opening the record 000%

R2 Pipeline / Window & door sales professionals

Invited in

The best appointment you will run this month is with someone who already trusts you.

01 / The approach

Not a cold door

A referred prospect already knows your name. Someone they trust handed it to them before you ever pulled up.

02 / The knock

They were expecting you

Over 50 pre-written campaigns warmed this appointment across email, SMS, and voicemail — while you were selling somewhere else.

INCLUDED50+ workflows · 10+ pipelines · your own online Referral Center

03 / Answered

The work was already done

Set the system up once, then let it manage every follow-up to your past, repeat, future, and referral customers.

04 / Verified customer

Paid for itself

“Within the first month, the reengagement campaign yield two repeat sales over $50,000+. The program paid for itself for the next few years.”

SOURCEKhai Byrd · testimonial published on r2pipeline.com

More referrals. More repeats. Higher NPS.

Generate more repeat customers, more customer referrals, and higher satisfaction ratings — without changing your sales process or learning a complicated software program.

Start here

What is your database worth?

You already paid to acquire every past customer on your list. Put in three numbers and see what re-engaging them is worth in your first year.

Assumes 3% of your database responds and you close 50% of those — deliberately conservative. Adjust every input on the full calculator.

Estimated first-year commission

$12,960

from 9 re-engaged sales

A / Referrals

More referrals

The Referral Generation System automates asking for, receiving, and following up with referrals from your very best customers. Your referrals can even book an in-home consultation in your own online appointment calendar.

B / Repeats

More repeats

Use the perpetual marketing program to keep adding value to your database of past customers, so you are ready to help the moment they are ready to buy again — 24/7.

C / Reputation

Higher NPS

Take control of your Net Promoter Score. Send strategic reminders to prospects and customers about when surveys arrive and how to navigate the scoring process. Fewer “price” detractors.

Reps who run it

Verified reviews from Sales Professionals. Individual results vary.

Matthew Blizzard
★★★★★
This system is an absolute no brainer. Intuitive, streamlined and easy to operate. Generated about $700,000 in sales for me in year 1 of using it. For those who aren’t on it, get on it.
Matthew Blizzard Design Consultant
Ty Davis
★★★★★
This system is amazing. I've been using it since it's beginning and in one sale, it paid for itself for a whole year! R2 Pipeline has taken such a load off my shoulders for repeat and referral business, and is making communication with my homeowners efficient and easier than ever before. It's a no-brainer to implement this in to your business!
Ty Davis Senior Project Consultant
Damon Caldwell
★★★★★
This is the best CRM you’ll ever use. If you don’t have one yet use this one!
Damon Caldwell Design Consultant
Wally Robertson
★★★★★
Great CRM and great customer service! My referral sales and repeat sales are up when I was sure the repeat percentage couldn't be any better. This is the best CRM I've used by far. Thanks Dave!
Wally Robertson Senior Project Consultant
John Morrisroe
★★★★★
I am very happy with this CRM which allows me to keep on top of my business, and communicate with my many customers at every step of the sale, install and post sale. This powerful tool reminds customers that it is time for their next phase, and well as coach my existing customer how to identify referral prospects. In addition, it allows me to cultivate key referral partners, communicate thru multiple social media platforms and expand my own web presence to seek additional new business.This platform is strong, and there is no way I could do all of this manually which is multiplying my efforts generating additional business, while maintain my relationship with my customers.I couldn’t be any happier with this tool :-D
John Morrisroe Project Consultant
Dan Hartnett
★★★★★
I have gained over $500k in repeat and referral business since I started using R2 in May of this year. Best part is that it isn’t rocket science. The platform does most of the work for you. Definitely recommend it to any salesperson looking to stay engaged with their customer base.
Dan Hartnett Project Consultant

Sales Pro Starter

$199/mo
+ $497 setup

Dynamic client & referral manager, mobile app, reputation/NPS management, online Referral Center, 50+ workflows, email, SMS, and voicemail marketing.

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Sales Pro Elite

$299/mo
+ $497 setup

Everything in Starter, plus missed-call text-back, AI-powered appointment booking, client re-engagement and recent-client campaigns, personalized referral magnet, online scheduling, and an AI virtual assistant.

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Sales Pro TPC

$799/mo
+ $497 setup

Everything in Elite, plus Self-Generation Nation, the SGN online community membership, and R2 University membership.

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The R2 Referral Roadmap

A free breakdown of the three primary strategies to increase referrals within 30 days. Sent straight to your inbox.

Repeatable & Referrable

Your next sale is already in your phone

Thirty minutes, on your own database. We will show you exactly where the dormant revenue is — or tell you straight that R2 is not the right fit.