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When to Check In With Clients Between Orders

By Glazix | May 30, 2025

Stay top of mind without becoming noise in the inbox.

For glass distributors, the time between orders can be deceptively quiet. Your client just wrapped up a 20,000 sq ft IGU job. The next project might be months away. So when should your team check in? How often is too often—and how long is too long?

Most salespeople wait until the next RFQ to reach out. But high-performing distributors use the in-between period strategically. Done right, a mid-cycle check-in doesn’t just drive repeat business—it deepens trust and reduces churn.

Why the Time Between Orders Is So Valuable

Your buyer may not be ordering, but they’re still making decisions:

Finalizing specs for the next build

Evaluating vendors post-project

Creating budgets and procurement calendars

Reflecting on how well their suppliers delivered

This is when relationships are won or lost—quietly, and often without feedback.

The Wrong Way to Check In

Avoid vague emails like:

“Just touching base to see if you need anything.”

This puts the burden back on the buyer, who’s likely too busy to respond—or worse, feels like they’re being sold to.

The Right Time—and Way—to Check In

1. 2 Weeks Post-Delivery: The Quality & Service Debrief

Ask:

Did the packaging meet expectations?

Was delivery timing aligned with install crews?

Any product issues not reported?

This makes it easy for the client to share small frustrations before they become reasons to switch vendors.

2. Mid-Project Timeline: Spec Support or Value Adds

If you know their next project is 8–12 weeks out, check in around the halfway point with relevant insight:

“We’re seeing longer lead times on laminated SGP—let us know if you’re planning that spec for the Riverfront job.”

This adds value, not volume.

3. Seasonal Check-Ins Tied to Project Types

For repeat buyers (storefront contractors, multifamily developers), send a tailored update:

“Summer backlog is filling fast—if you’ve got installs targeting Q3, let’s talk glass timelines now.”

Make it feel proactive and helpful, not random.

Automate the Timing—Personalize the Message

Use your CRM to trigger check-ins based on:

Past order dates

Project timelines

Product type

But make sure each message is human. Include context, recall past orders, and suggest next steps.

Checking in between orders isn’t about filling inboxes—it’s about filling in the gaps where trust is built. The best distributors don’t wait for RFQs. They stay present, stay helpful, and position themselves as partners all year round.


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