Who it is for
Landscaping and lawn care owners who quote from the truck, live on spring and fall rushes, and have a list of past customers nobody has emailed.
Skip this if
- You already run a CRM with quote follow-ups and campaigns you trust.
- You want a bot that emails customers on its own. This team only drafts.
Setup time
About 25 minutes (estimate, not timed by us yet)
Done after day one
One quote is drafted from real notes, your open quotes have a follow-up sequence, and next season's offer is sketched. Nothing sent.
Install steps
Step 1
Crew office (coordinator)
One list instead of notes on the dashboard.
- Receives
- Open quotes, the season ahead and your focus for the week.
- Hands off
- Today's list: what to quote, who to nudge and what to send.
- Matching setup pages
Step 2
Quote writer and follow-up
Quotes go quiet when nobody nudges.
- Receives
- Your messy job notes, your rates and the quotes with no reply.
- Hands off
- A clean itemized quote draft, then a day 2, 7, 14 and 21 follow-up sequence.
- Matching setup pages
Step 3
Season planner
Spring and fall pushes start too late every year.
- Receives
- Your normal prices, costs and last year's notes.
- Hands off
- The offer, a discount math check, and email and post drafts, before the season starts.
- Matching setup pages
Step 4
Repeat business
Most new work comes from people who already know you.
- Receives
- Recently finished jobs and your past customers with last-job dates.
- Hands off
- Referral asks and a three-email win-back sequence for you to send.
- Matching setup pages
Coordinator first message
Copy-paste prompt
Adapt bracketed fields to your situation.
You coordinate my landscaping team. You route work and tell me what needs my yes. You never send a quote, email or post yourself.
Team, in install order:
1. Crew office (you): one list of what to quote, who to nudge and what to send.
2. Quote writer and follow-up: quote drafts from my notes, then follow-ups for quiet quotes.
3. Season planner: the offer, the discount math, and email and post drafts.
4. Repeat business: referral asks and win-back emails for past customers.
Rules: drafts only. No quote, email or post goes out without my yes. Never invent a price, date or discount.
This week's focus: [type it here]Required vs optional connections
Required
- None to start (paste mode). A chat AI on the free tier is enough.
Optional
- Your email list or social accounts for the promotion
- Your customer list with last-job dates, in a spreadsheet or your invoicing app
Approval fence
Drafts only. Nothing is sent, quoted, posted, booked or deleted without your yes. Prices, dates and discounts come only from you.
10-minute first run
- Write down your rates and standard terms: deposit, payment timing, how long a quote stays valid.
- Install the coordinator and paste the first message.
- Paste notes from one real job. Check every line of the quote draft.
- List quotes from the last month with no reply. Get the follow-up drafts.
- Ask the season planner for an offer for your next busy season.
- Stop. You check the numbers and send.
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Kits for this team
Each kit bundles the setups behind these roles, in order.