Landscaping snapshot mini-course

Six short visual lessons. Follow along in your own GoHighLevel account and you’ll be live by lesson 6.

Lesson 1 of 6

Install the Snapshot and Brand It for Your Lawn Care Company

Load the snapshot and make every message sound like the landscaping company.

Load the snapshot from Agency view > Account Snapshots > Imported Snapshots
Enter company details in Settings > Business Profile and confirm the time zone
Fill in every value in Settings > Custom Values, including Service Area and Owner Name
Set this season's offers in the Lead Offer, Seasonal Offer and Reactivation Offer values
Review the 7 landscaping fields in Settings > Custom Fields

Settings → Custom Values

Lesson 2 of 6

Make sure every form fill and missed call gets an instant reply.

Open Sites > Forms > Builder and check the quote form fields for address, lot size and frequency
Embed the form on the website's contact and service pages
Open Automation > Workflows > 01 and review the instant text and 7-day follow-up
Open Workflow 02 and confirm the missed-call text-back is published
Test by submitting the form and calling the business number from your own phone

Workflow 01 · Speed-to-Lead

Lesson 3 of 6

Get property walks on the calendar and make sure they happen.

Open Calendars > Calendar Settings > Free On-Site Estimate and set real availability
Add a drive-time buffer between estimate visits
Copy the booking link into Settings > Custom Values > Booking Link
Review the gate and pet reminders in Automation > Workflows > 04
Review Workflow 05 so missed visits get a reschedule link automatically

Calendars

Lesson 4 of 6

Run every estimate through the pipeline so none go cold.

Open Opportunities > Pipelines and walk through the Estimate Visit Booked to Won stages
Move a test deal to Estimate Sent and watch Workflow 07 start
Add deal values so the pipeline shows real dollars
Set up the Stale Deal Alert in Workflow 18 to go to the estimator's phone
Mark won and lost deals every Friday to keep the pipeline honest

Opportunities → Pipelines

Lesson 5 of 6

Turn finished jobs into reviews and neighbor referrals, and bring old customers back.

Connect Google Business Profile in Settings > Integrations and copy the review link
Review the feedback split in Automation > Workflows > 11
Check the neighbor referral copy in Workflow 12
Import last season's customers in Contacts > Import
Tag a small test group 'start reactivation' to launch Workflow 14

Workflow 11 · Review or Recovery

Lesson 6 of 6

Run the seasonal and annual plan campaigns that fill routes before spring.

Update the Seasonal Offer value for spring or fall cleanups
Filter Contacts by Contract Type = Per visit and tag them 'niche campaign' to start Workflow 21
Tag the full customer list 'seasonal promo' to start Workflow 20 in late February
Watch replies in Conversations and move interested contacts to Won
Review KPIs on the Dashboard every Monday during the season

Dashboard

One-time $397. Includes the snapshot, both PDFs, the walkthrough and the mini-course. Or get all 20 niches for $1,997.