A homeowner reaches out.
Casey · Website inquiry
Review your process.
Your services, service area, estimate availability, and existing tools.
Same Landscaping Business. More jobs, More estimates, More reviews, and More referrals.
Capture the inquiry. Follow up on the estimate. Stay connected after the job.
Your website, AI, and follow-up. Set up for you.
Good inquiries can go quiet.
A homeowner wants to refresh their planting beds. Plant choices, preparation, and scope need a conversation with your team.
Your landscaping business · Follow-up gapsTwo moments that matter
The yard-project inquiry
Waiting for a reply.
A homeowner wants to refresh the planting beds.
The request waits for a reply.
The planting estimate
Waiting for a decision.
Your team sends the quote.
The homeowner’s questions stay unanswered.
What slips awayThe chance to answer, follow up, and keep the conversation moving.
Give the next step a system.
Keep yard goals, your team’s planting proposal, and customer questions together from the first inquiry through follow-up after the work.
| Customer moment | Connected next step |
|---|---|
| Yard-refresh inquiry | Contact + request captured |
| Planting estimate sent | Estimate follow-up |
| Job confirmed complete | Eligible review request |
From the first question to the follow-up after the work.
Keep the details together.
Forms, chat, and configured AI calls bring the request and contact details into SalesOS.
Keep estimates moving.
Follow up after your team records the quote. Give homeowners a way to ask their next question.
Keep the relationship.
After confirmed completion, eligible review requests and approved outreach help you stay in touch.
Your business. Connected. From inquiry to follow-up.
The process.
Set up around your services, your calendar, and your customers.
Built for your landscaping business
We do the setup.
Build your system.
We configure your website, AI answers, and customer follow-up.
Test the handoffs.
We test the inquiry flow and where your team takes over.
Step 01 / Capture
Your inquiries.
In one place.
- Capture requests through website forms, chat, and configured AI call answering.
- Keep the homeowner’s project goals, property address, and contact details together.
Your team assesses the site and recommends the planting and design.
Illustrative example
Casey’s yard project
“We’d like the planting beds to feel more welcoming.”
Property details capturedAddress and contact information
- Project
- Refresh the front planting beds
- Question
- What could work in this space?
Next: choose an estimate visit from your configured availability.
Step 02 / Convert
The estimate is sent.
Answer planting questions.
- Offer configured estimate appointments for planting and yard-refresh projects.
- Follow up after your team records the quote and price.
- Invite questions about the proposed scope before the homeowner decides.
Your team designs the project, sets the price, and schedules the work.
Illustrative example
Your team’s project proposal
Site assessment Planting & materials Scope & price
Configured quote follow-up
“Casey, any questions about the proposed planting refresh?”
Your team handles design changes and work dates.
Step 03 / Compound
The job is finished.
Stay connected.
- Start eligible review requests after your team confirms completion.
- Invite referrals, with personal follow-up from your team.
- Reconnect through approved past-customer campaigns.
Requests depend on setup and eligibility. Customers choose whether to respond.
Illustrative example
Planting project complete
Confirmed by your team
Ask about the experience
An eligible review request. Casey decides whether to respond.
Invite a neighbor’s introduction
If Casey makes a referral, your team follows up personally.
Approved past-customer outreach
A new season. A possible new project.
Your website. Your AI. Your follow-up.
One connected system.
Set up for you.
Bring your current process to the setup call. We’ll review your inquiries, estimates, and tools, then map where SalesOS fits.
$3,000 setup+ $300/month
Book a Setup Call Usage billed separately. View usage rates · What’s included
Questions, answered.
How SalesOS fits your landscaping business.
Can SalesOS book an estimate for a yard refresh?
Yes, through your configured estimate calendar. A homeowner can choose from the availability your business supplies. The appointment is for discussing and assessing the project; your team determines the design, scope, price, and any work dates.
Does the AI design planting beds or recommend plants?
No. Your team assesses the site and makes planting, layout, and material recommendations. AI uses approved business information to answer routine questions about your services and estimate process. It does not assess soil, growing conditions, drainage, or plant suitability.
Can it manage weekly mowing or recurring maintenance routes?
Estimate booking does not cover recurring lawn-care schedules, crew routes, or service visits. Your team manages those through its existing process. We review how project inquiries and maintenance questions should be handed to people during setup.
What if the homeowner wants to change the project after receiving a quote?
Configured follow-up can invite questions about a recorded estimate. Changes to planting, materials, project phases, or budget go to your team, which revises the scope and price as needed. SalesOS does not redesign the project or automatically reprice the work.
Does booking an estimate reserve an installation date?
No. An estimate appointment gives your team a chance to understand the property and the requested work. Your business arranges installation separately, considering the agreed scope, materials, crew capacity, and conditions on site.
Can we use SalesOS alongside our current landscaping software?
Bring your current tools, website, and phone setup to the setup call. We review the inquiry and estimate handoffs and check compatibility for your business. Connections, data movement, and whether existing tools can work together must be verified; no universal integration is promised.
Can we reconnect with customers for a future yard project?
After your team confirms completion, configured workflows can send eligible review requests and referral invitations. Your team follows up personally on introductions and approves audiences and messages for past-customer outreach. Slow-season campaigns are team-launched. Outreach does not automatically book a future project or recurring maintenance.
You shape the yard.
We set up the system.
Let’s connect your inquiries, estimates, and customer follow-up.
Book a Setup Call