A simple guide to how new leads reach you, what the system does on its own, and the few things you and Lisa do by hand.
From the first hello to a won lawn. Green steps happen on their own. The rest are yours.
They fill in the form on the website, call, or send a text.
Website form leads land in New Lead on their own. Calls and texts: [confirm] added by hand, or automatically?
Within seconds, the lead gets a welcome email and a text from John. John gets an email alert with their name, phone and email.
Lisa picks up incoming calls on 440-388-4314 and gets the basics.
John (440-388-4315) takes it from here. [confirm] how Lisa hands it over: a note in the CRM, a text, or a call?
A real conversation: what has worked, what has frustrated them, and what they want their lawn to look like.
Then move the lead to Call-back Done (Qualified).
Someone visits in person and measures the property. [confirm] who does the visit
When it is on the calendar, move the lead to Assessment Booked.
A written estimate and recommendation, left right at their door.
Move the lead to Estimate Left on Door, then FU To Close while you follow up.
A new Ecolawn lawn. Mark the lead as Won.
Your pipeline is called Client Acquisition Leads. Think of it as a row of folders. Each lead sits in one, and you drag it to the next when something changes. "FU" just means follow-up.
Someone new just asked about their lawn.
Sends them a welcome email and text, and emails John an alert. After 24 hours it moves them to FU To Get Assessment Booked.
Lisa or John: call them back as soon as you can.
You have spoken with them and they are a good fit for Ecolawn.
No automation set up here yet.
Lisa or John: book the complimentary lawn assessment, then move them to Assessment Booked.
In plain words: follow up to get the assessment booked.
They asked, but the assessment is not on the calendar yet.
Sends friendly follow-up texts and emails over about a week (see section 3). They stop as soon as the lead is booked or closed.
John: try them again by phone. When they book, move them to Assessment Booked.
The complimentary lawn assessment is on the calendar, within 1 to 2 days of the call.
Sends appointment confirmation and reminder emails and texts.
Walk the property and leave the estimate. Then move them to Estimate Left on Door.
The written estimate is at their door.
No automation set up here yet.
John: move them here the same day the estimate goes on the door.
In plain words: follow up to close the sale.
They have an estimate, or they never booked after a week of reminders, and you are waiting on a yes.
Runs two follow-up email campaigns: one for leads who never booked their assessment (they land here automatically), and one for leads with an estimate on the door.
John: give them a call. When they say yes, mark them Won.
Yes: mark the lead Won. No, or gone quiet for good: mark it Lost or Abandoned.
Either way, the CRM stops sending them automatic messages.
Every message is signed by John. Every text starts with "Ecolawn:" and ends with "Reply STOP to opt out." Below is the exact wording.
Grey tags like First name fill in automatically with the person's details.
A lead lands in New Lead.
The lead gets an email and a text. John gets an email alert.
All three go out right away. 24 hours later the lead moves to FU To Get Assessment Booked.
Hi First name,
Thank you for reaching out to Ecolawn. If you have tried a lawn company or two and still have a thin, weedy lawn, you are in the right place.
Here is how it works:
Step one: Tell us about your lawn. Lisa or John will call you to hear what has worked, what has frustrated you and what you want your lawn to look like.
Step two: We walk your property. Within 1 to 2 days of that call, we visit in person, measure, and leave a written estimate and recommendation at your door. No satellite quote and no credit card.
Step three: We build your lawn from the soil up, with the same licensed technician every visit.
Your complimentary lawn assessment is the first step. If you would like to talk sooner, call or text us at 440-953-9100.
John Gartner
Ecolawn
A new lead just came in and entered the Client Acquisition Leads pipeline at New Lead.
Landing page / form: Source
Tags: Tags
Name: Full name
Phone: Phone
Email: Email
A lead lands in FU To Get Assessment Booked.
The lead. Texts only go to people who ticked the box saying Ecolawn may text them.
Before every message, the CRM checks. If the lead is booked or closed, it stops right there.
If they said yes to texts
If they did not say yes to texts (email only)
After Email 3, the lead also starts a separate follow-up email campaign for people who never booked.
Hi First name,
You asked about your lawn, and we do not want you to fall through the cracks.
Most lawn companies measure by satellite and email a generic program. At Ecolawn we start by walking your property. We call to hear what you want. Within 1 to 2 days we visit in person and leave a written estimate at your door. If it feels right, the same licensed technician builds your lawn from the soil up.
No satellite quote and no credit card to start.
To book your complimentary lawn assessment, reply to this email or call or text 440-953-9100.
Book your complimentary assessment here: https://api.leadconnectorhq.com/widget/bookings/ecolawn-lawn-assessment
John Gartner
Ecolawn
Hi First name,
Treatments that follow the calendar instead of the soil are one reason lawns stay thin and weedy. Nutrients stored in the soil work at the pace the weather and soil allow, so earlier is not always better.
That is why Ecolawn starts with a visit to your property and builds your lawn from the soil up. We would be glad to walk yours.
Your complimentary lawn assessment is the first step. Reply to this email or call or text 440-953-9100.
Book your complimentary assessment here: https://api.leadconnectorhq.com/widget/bookings/ecolawn-lawn-assessment
John Gartner
Ecolawn
Hi First name,
We have not been able to connect, so this is our last note for now. Your property is still on our list, and the offer to walk your lawn stays open whenever the timing works for you.
If you still want to know where your lawn stands, the complimentary assessment is the first step. We visit in person and leave a written estimate at your door, with no pressure and no obligation.
Reply to this email or call or text 440-953-9100 any time.
Book your complimentary assessment here: https://api.leadconnectorhq.com/widget/bookings/ecolawn-lawn-assessment
John Gartner
Ecolawn
Someone adds a season tag to a contact: seasonal-aeration, seasonal-grub or seasonal-spring.
The tagged contact.
One email right away. 3 days later, one text, only if they said yes to texts.
Hi First name,
Fall is the time to give your lawn room to breathe. Core aeration opens up the soil, and overseeding adds new grass to thicken thin areas.
At Ecolawn we look at your lawn first, then recommend what it needs. We will call to hear what you want, and we walk your property within 1 to 2 days.
Your complimentary lawn assessment is the first step. Reply to this email or call or text 440-953-9100.
John Gartner
Ecolawn
Hi First name,
Grub patches can lift like a loose carpet, and they cost more to repair than to prevent. Grub prevention is best planned before you see the damage.
At Ecolawn we start by walking your property. We will call to hear what you want, and we visit within 1 to 2 days.
Your complimentary lawn assessment is the first step. Reply to this email or call or text 440-953-9100.
John Gartner
Ecolawn
Hi First name,
As your lawn wakes up, it is time to start up your lawn program. Your lawn runs on the soil, not the calendar, so we begin by looking at what your lawn needs this spring.
We will call to hear what you want, and we walk your property within 1 to 2 days.
Your complimentary lawn assessment is the first step. Reply to this email or call or text 440-953-9100.
John Gartner
Ecolawn
For John. Tick them off as you go. Once you are comfortable, walk Lisa through the same steps.
0 of 5 done
A few quick decisions so everything matches how Ecolawn works.
Every email and text says 440-953-9100. Lisa is 440-388-4314 and John is 440-388-4315. Is 440-953-9100 the right number for leads to call or text?
Right now it goes to everyone. The follow-up texts only go to people who ticked the box saying Ecolawn may text them. Should the welcome text work the same way?
Today only John gets it, by email. Should Lisa get it too? Would a text alert be more useful than an email?
They are built and ready. Who should get them (past customers, old leads, everyone), and who adds the season tags?
For example, "FU To Close" could become "Follow Up To Close". Whatever is easiest for Lisa.
There is no spot for this on the contact profile yet. We can add one so every answer is saved on the lead and easy to report on.