From 2 regions to 6: Scaling a national estimating team for a window and door manufacturer


PROJECT SNAPSHOT

One of the oldest and largest manufacturers of windows and doors in its market – with a history spanning more than 160 years – needed estimating capacity that could grow region by region without the cost and delay of building that capability domestically each time.

Away Digital was engaged to build a dedicated, embedded estimating team able to scale with the business as new regions and builder relationships came online. The team launched covering two regions and has since expanded to cover six, with every phase of growth aligned to the client’s own expansion – not ahead of it.


SERVICES DELIVERED

  • Accurate, timely quotations for residential window and door packages across multiple regions, builders and product lines
  • Flexible resourcing – estimators cross-trained across regions, product lines and builders, allowing capacity to be reassigned as demand shifts between regions
  • Real-time KPI dashboard built by the team, giving the client direct visibility into working process and performance without waiting on manual reporting
  • Region-specific QA checklists developed by the team to double-check every job for accuracy, compliance and consistency across all builder accounts
  • Consistent KPI performance monitored and reported against agreed turnaround and quality targets

KEY DELIVERABLES

  • Completed quote packages delivered across 6 regions and 100+ builder accounts within agreed turnaround times
  • Real-time Excel dashboard giving the client live visibility of team KPIs and working process
  • Region-specific QA checklists covering each region’s building specifications and compliance requirements
  • Cross-regional estimating capability, with individual estimators able to quote across up to two regions and multiple builders

PROJECT CHALLENGES

  • Scaling estimating capacity region by region without the cost and delay of domestic hiring in each new market
  • Maintaining consistent output quality and turnaround standards as the team grew and regional complexity increased
  • Managing fluent resourcing across regions with different builder bases, product requirements and compliance rules

KEY OUTCOMES

  • Daily quote capacity grew from 8 quotes per day at launch to up to 70 at full scale – an 8x increase in output
  • Team scaled from 4 to 9 estimators across three deliberate phases, each aligned to the client’s region-by-region expansion
  • 3,000+ quotes delivered in a single four-month period at full scale, averaging 700-850 per month
  • Agreed KPI of 7-8 completed jobs per day per estimator reached within four months of team launch and sustained since – across the full nine-person team
  • Six regions covered nationally, with individual estimators cross-trained to quote across multiple regions and builders

“The team consistently delivers high volumes of quality work and adapts quickly – handling multiple builders and regions without missing a step.” 

  • Client, window and door manufacturing sector 
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This engagement demonstrated how a dedicated remote estimating team can scale a national builder program without the overhead of domestic hiring in each new region. By building the team in deliberate phases – each aligned to the client’s own growth – Away Digital delivered consistent output quality and KPI performance at every stage of expansion, from a two-region launch to a nine-person team covering six regions and 100+ builder accounts nationally.

 

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Tripled quoting output in 90 days for a US window and door manufacturer

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