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🌿 GoHighLevel snapshot · Landscaping & Lawn Care

Landscaping snapshot walkthrough

A guided tour of every pipeline, form and automation, with the actual messages your client’s customers will receive.

OverviewSetup guideWalkthroughMini-coursePDF guide ↓
1 · The big picture

How a lead flows through the system

  1. Capture: the quote form, a missed call or an imported list starts a workflow.
  2. Respond in seconds: SMS and email go out instantly and the team gets an alert.
  3. Book: the Free On-Site Estimate calendar confirms and reminds automatically.
  4. Close: estimates and proposals get a 13-day follow-up so nothing slips.
  5. Deliver and delight: the Customer Journey pipeline handles feedback, reviews and referrals.
  6. Reactivate: past customers come back through service-due, seasonal and niche campaigns.
  Dashboard
Dashboard
2 · Pipelines

Three pipelines, named for landscaping

Sales Pipeline

Every new inquiry from first touch to signed job.

New LeadContactedEstimate Visit BookedProperty WalkedEstimate SentWonLostLong-Term Nurture

Customer Journey

Delivery, feedback, reviews and referrals after the sale.

Service ScheduledCrew On SiteService CompletedFeedback Requested5-Star ReviewedReferral Partner

Reactivation

Turns your old list into booked work with the reactivation campaign.

Campaign SentReplied - InterestedBookedNot Interested
  Opportunities → Pipelines
Opportunities → Pipelines
3 · Forms & fields

Capture the right details the first time

01 · Request a Quote / Booking Request

Main lead form for the website, funnels, ads and QR codes. Starts workflow 01.

02 · Customer Feedback

Private 1-5 rating. Happy customers get the review link; unhappy ones trigger service recovery.

03 · Refer a Friend

Captures referrals and alerts the team to call the new lead the same day.

Landscaping fields included

  • Property Size (Under 1/4 acre, 1/4 - 1/2 acre, 1/2 - 1 acre, 1+ acre, Commercial lot)
  • Service Frequency (One-time, Weekly, Bi-weekly, Monthly, Seasonal only)
  • Property Address
  • Gate Code / Access Notes
  • Has Pets in Yard (Yes, No)
  • Contract Type (Per visit, Seasonal agreement, Annual care plan, Project / design-build)
  • Project Budget (Under $1,000, $1,000 - $5,000, $5,000 - $15,000, $15,000+, Not sure yet)

Plus 13 core fields: timeline, budget, preferred contact method, feedback rating, referral details and service dates.

  Sites → Forms
Sites → Forms
4 · Automations

All 21 workflows, step by step

Open any workflow to see its trigger, every step and a sample message. Each one is installed and fully written.

01 · New Lead → Speed-to-Lead + 7-Day Follow-Up

Texts and emails new estimate requests instantly, alerts the owner, then follows up for a week until the property walk is booked.

Trigger

Form 01 submitted, or tag 'start lead nurture' added

Steps
  1. Tag new lead
  2. Create opportunity in Sales Pipeline → New Lead
  3. Instant SMS reply with booking link
  4. Instant email: what happens next
  5. Text + email alert to the team
  6. Day 1 SMS follow-up
  7. Day 2 email: why customers choose you
  8. Day 4 SMS: quick question
  9. Day 7 email: close the loop
  10. Move to Long-Term Nurture

Stops when the lead replies

Sample text message:
Hi first name, it's owner name with business name. Thanks for reaching out about your yard! I'd love to get you lead offer. Is this week good, or grab a time here: booking link Reply STOP to opt out.
02 · Missed Call → Instant Text-Back

Texts back anyone whose call goes unanswered while the crew is out mowing, so the lead doesn't call the next company.

Trigger

Inbound call is busy, no-answer or voicemail

Steps
  1. Text-back within seconds
  2. Create opportunity → New Lead (source: missed call)
  3. Text alert to the team

Runs every time

Sample text message:
Hi, this is business name. Sorry we missed your call, our crew is probably out on a mower! What can we help with? Reply here, or book an estimate: booking link Reply STOP to opt out.
03 · Customer Replied → Hot Lead Alert

Pings the owner's phone the moment a homeowner replies so the conversation keeps moving.

Trigger

Customer replies (SMS, email, chat)

Steps
  1. Tag hot lead
  2. Text the team the reply so nobody waits

Runs every time

04 · Appointment Booked → Confirm + Reminders

Confirms the on-site estimate and sends reminders to unlock gates and keep pets inside.

Trigger

Customer books on the calendar

Steps
  1. Tag appointment booked
  2. Move deal → Appointment Booked
  3. Confirmation SMS + email with reschedule link
  4. Team alert
  5. 24-hour reminder SMS
  6. 2-hour reminder SMS

Runs for every booking

Sample text message:
You're booked, first name! Your appointment type with business name is set for start time. You don't need to be home, but please unlock any gates. Reschedule: reschedule link
05 · No-Show → Reschedule Recovery

Rebooks missed estimate visits and offers a walk-through without the homeowner present.

Trigger

Appointment status changes to No-show

Steps
  1. Tag no-show
  2. Sorry-we-missed-you SMS + email with booking link
  3. Team alert
  4. Day 1 rebook SMS
  5. Day 3 final SMS

Stops when they reply

Sample text message:
Hi first name, looks like we couldn't connect for your estimate today. No problem at all. Want to pick a new time? booking link
06 · Appointment Completed → Proposal Prep

Thanks the homeowner after the property walk and reminds the team to send the estimate within 24 hours.

Trigger

Appointment status changes to Showed

Steps
  1. Move deal → Appointment Completed
  2. Thank-you SMS
  3. Team alert: send the proposal within 24 hours

Runs every time

Sample text message:
Thanks for having us out, first name! We're putting your estimate together now, with options so you can choose what fits your budget. You'll have it shortly. - business name
07 · Proposal Sent → Follow-Up Sequence

Follows up on estimates with answers to frequency, phasing and start-date questions until a decision is made.

Trigger

Deal moves to Proposal Sent

Steps
  1. Day 1 SMS check-in
  2. Day 3 email: questions?
  3. Day 6 SMS: hold your spot
  4. Day 13 final email
  5. Team alert if still no answer

Stops when they reply

Sample text message:
Hi first name, did you get a chance to look at your estimate from business name? Happy to adjust the scope or frequency if something doesn't fit. Just reply here.
08 · Deal Won → Welcome + Customer Journey

Welcomes new accounts, asks for gate codes and pet info, and starts the service journey.

Trigger

Deal moves to Won

Steps
  1. Tag customer, remove lead tags
  2. Create Customer Journey deal → Scheduled
  3. Welcome SMS
  4. Welcome email: what happens next
  5. Team alert

Runs every time

Sample text message:
Welcome aboard, first name! Thanks for choosing business name. We'll text to confirm your first service day shortly. Save this number, it's our direct line for gate codes, skips and questions.
09 · Deal Lost → 30/60/90-Day Nurture

Keeps lost estimates warm with light check-ins and a comeback offer before the next season.

Trigger

Deal moves to Lost

Steps
  1. Tag lost
  2. Day 30 check-in email
  3. Day 60 SMS
  4. Day 90 email with comeback offer
  5. Move to Long-Term Nurture

Stops when they reply

10 · Job Completed → Feedback Request

Asks how the yard looks right after the crew finishes.

Trigger

Customer Journey deal moves to Completed

Steps
  1. Move → Feedback Requested
  2. Tag review requested
  3. SMS + email asking for a private rating
  4. Day 2 reminder SMS

Runs every time

Sample text message:
Hi first name, thanks for choosing business name! How does the yard look? It takes 20 seconds to let us know: feedback link Reply STOP to opt out.
11 · Feedback Submitted → Review Ask or Service Recovery

Sends happy homeowners to Google and routes any complaint to the owner for a quick return visit.

Trigger

Form 02 submitted

Steps
  1. If rating is 4-5: tag promoter, send Google review link, move → 5-Star Reviewed
  2. If rating is 1-3: tag detractor, apology message, urgent team alert to fix it privately

Runs every time

12 · Happy Customer → Referral Request

Asks satisfied customers to refer neighbors, which keeps routes tight and profitable.

Trigger

Tag promoter added

Steps
  1. Wait 3 days
  2. Referral SMS with reward
  3. Referral email with reward

Once per contact

Sample text message:
Hi first name, thanks for the kind words! Got a neighbor whose lawn could use some help? Send them our way and we'll thank you with referral reward: referral link Reply STOP to opt out.
13 · Referral Received → Thank You + Team Alert

Thanks the referrer and alerts the team to call the neighbor the same day.

Trigger

Form 03 submitted

Steps
  1. Move referrer → Referral Partner
  2. Tag referral partner
  3. Thank-you SMS
  4. Team alert with the friend's name and phone

Runs every time

14 · Database Reactivation Campaign

Invites last season's customers back with a cleanup offer while routes are being built.

Trigger

Tag 'start reactivation' added (bulk-tag an imported list)

Steps
  1. Create Reactivation deal → Campaign Sent
  2. SMS 1: still looking for help?
  3. Day 2 SMS: past-customer offer
  4. Day 5 email offer
  5. Day 10 last-call SMS
  6. Remove the campaign tag

Stops when they reply

Sample text message:
Hi first name, it's owner name from business name. We're building next season's routes now. Do you still need help with your lawn or yard this year? Reply STOP to opt out.
15 · Invoice Sent → Payment Reminders

Sends polite reminders on unpaid service invoices and flags accounts for a personal call.

Trigger

Invoice sent

Steps
  1. Wait 3 days
  2. Friendly SMS reminder
  3. Day 6 email reminder
  4. Day 10 team alert for a personal call

Payments workflow (16) stops it when the invoice is paid

16 · Payment Received → Thank You

Thanks the homeowner and clears the past-due tag automatically.

Trigger

Payment received

Steps
  1. Tag customer, remove past-due tag
  2. Thank-you SMS
  3. Team alert

Runs every time

17 · Birthday → Gift Offer

Sends a birthday text with a free mow to keep loyal customers loyal.

Trigger

Contact's birthday (date of birth on file)

Steps
  1. Birthday SMS with gift offer
  2. Birthday email

Yearly

18 · Stale Deal Alert (7 Days No Movement)

Alerts the owner when an estimate has sat untouched for a week.

Trigger

Sales Pipeline deal idle 7+ days

Steps
  1. Text + email alert to the team

Runs every time

19 · Service Due → Rebook Reminder

Reminds customers when their next cleanup, aeration or mulch refresh is due.

Trigger

Tag 'service due' added

Steps
  1. Service-due SMS with offer
  2. Day 3 email
  3. Day 7 final SMS
  4. Remove the tag

Stops when they reply

In landscaping: The next seasonal visit for a past customer: spring cleanup, fall cleanup, aeration and overseeding, mulch refresh, or restarting weekly mowing. Set Next Service Due to the date the next visit should happen and add the 'service due' tag.

Sample text message:
Hi first name, it's business name. It's about time for your next seasonal service. Book now and get service due offer: booking link Reply STOP to opt out.
20 · Seasonal Promo Campaign

Runs a spring or fall cleanup early-bird promotion to the whole list.

Trigger

Tag 'seasonal promo' added

Steps
  1. Offer SMS
  2. Day 2 email
  3. Day 5 last-call SMS
  4. Remove the tag

Stops when they reply

In landscaping: Spring cleanup early-bird campaign. Send in late February to mid-March for spring cleanups; reuse in late August to September for fall cleanups, aeration and overseeding by changing the Seasonal Offer value.

Sample text message:
Hi first name, business name here. We're booking spring cleanups now: seasonal offer. Want a spot? Reply YES or book: booking link Reply STOP to opt out.
21 · Season Pass: Lock In Your Annual Lawn Care Plan

Converts per-visit and one-time customers into season-long annual care plans before routes fill.

Trigger

Tag 'niche campaign' added

Steps
  1. Niche SMS
  2. Day 2 email
  3. Day 5 follow-up SMS
  4. Remove the tag

Stops when they reply

In landscaping: Converts one-time and per-visit customers into season-long annual care plans (mowing plus cleanups on one monthly price) before route capacity fills. Run it in January to early March, and again in late fall for snow-and-spring bundles. This is the highest-value campaign because recurring routes are the profit engine of a lawn care company.

Sample text message:
Hi first name, owner name from business name. We're opening our annual lawn care plans before routes fill up: same crew, same day, one simple monthly price. Want details? Reply YES. Reply STOP to opt out.
  Workflow 01 · Speed-to-Lead
Workflow 01 · Speed-to-Lead
Workflow 01 in the builder
  Workflow 14 · Reactivation
Workflow 14 · Reactivation
Workflow 14 · reactivation campaign

Launch your next landscaping client this week

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