Area 01
Service structure on the site
Recurring maintenance and project or install work are organized separately so prospects reach the right entry point.
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Home Services · Landscaping
Marketing systems for landscaping companies.
For landscaping companies, recurring service and project inquiries share one CRM, source view, and reporting instead of splitting into separate systems.
Where the workflow needs structure
Three operational areas we look at first for a landscaping business.
01
Recurring and project inquiries need different next steps
Maintenance and design or install requests arrive in the same inbox but require different responses, and the team handles them inconsistently.
02
Project portfolio is hard to navigate
Finished installs live in phones and drives without a clear place on the site that a prospect can review before reaching out.
03
Seasonal communication and status are scattered
Off-season outreach and customer status live in different tools and heads, making it hard to run the same plan each year.
What the connected system covers
Three areas the foundation ties together.
Area 02
Inquiry routing and follow-up
Both tracks share a capture path with an approved next action for each type of inquiry, scoped to current tools.
Area 03
Shared reporting and documentation
One view of sources, statuses, and workflow documentation keeps both tracks operating in the same system after handoff.
How the handoff works
One approved path from inquiry to owned system.
Step 1
Inquiry enters
Calls, forms, and referrals move into the approved capture path instead of scattered inboxes.
Step 2
Team receives
A defined owner and next action are assigned so no inquiry sits without a person responsible.
Step 3
Follow-up runs
The agreed follow-up workflow runs on the current tools, with cadence confirmed during scope.
Step 4
You own it
Approved accounts, data, assets, and documentation stay with the business after handoff.
The connected foundation this describes lives inside our Lead Leak Fix engagement.
FAQ
Common questions.
How maintenance and project inquiries are captured and followed up today, and how the site directs each type of prospect.
We review the current stack first. Supported connections between your website, forms, phone, and CRM are confirmed during scope, not assumed. If a tool already works, we build around it.
Only what is explicitly scoped. This page is about the connected foundation: website, capture, routing, and measurement. Paid media, content, or SEO can be added as a separate engagement.
You do. Approved accounts, data, assets, and written documentation are transferred to the business. Nothing critical sits inside a vendor login you cannot access.
Other trades
Related home service trades
Next step
See where the current workflow needs structure first.
The Revenue Leak Score is a short review of where attention, response, follow-up, or measurement is breaking today.