How KD Landscape Revolutionized Selling Commercial Landscaping

KD Behind the Scenes Photoshoot 3

Like many commercial landscaping companies, KD Landscape understood efficiency and data-driven decision-making were vital for their growth. This led them to research sales automation and enhanced reporting technology that could supplement their current system.

They turned to Landscape Leadership® for guidance on implementing these tools, because we’re a trusted Hubspot Solutions Partner focused entirely on lawn care, landscaping, and tree service businesses

The following improvements were all made possible using the HubSpot platform, a customizable suite of tools for sales, service, and marketing. 

The Challenge

KD Landscape faced challenges in effectively tracking and managing their sales activities. They needed:

  • Improved segmentation of sales data to target their market more precisely.
  • Better insights into sales performance to drive effective coaching and strategy.
  • A more streamlined process to manage and follow up on lead

 

Custom Properties & Segmentation

We built custom properties to segment sales data by service type and known lead source. This allowed KD Landscape to gain a clearer understanding of their market and tailor their strategies accordingly. 

If they’re getting a bunch of commercial construction leads from paid search, it may be wise to also run a commercial maintenance campaign to capitalize on growth in the area.

Customized Sales Pipeline

We created a bespoke sales pipeline with well-defined stages and service tags. This structure provided KD Landscape with a clear and consistent process for managing sales opportunities.

And gives them real-time data. We also set up automated task reminders when opportunities reach a certain stage in the pipeline. Such as sending a reminder if deals remain in the proposed stage longer than allotted. 

Custom Report Dashboard

Because one of their main areas of concern was reporting beyond what their current landscape industry software could provide, we designed a custom report dashboard that includes:

  • Proposed vs. Actual Sales: To compare projected sales with actual outcomes.
  • Sales Rep Activities: To monitor the performance and activities of individual sales reps.
  • Sales and Proposals by Service Divisions: To track performance across different service areas.
  • Closed Lost Reasons: To analyze the reasons behind lost sales and refine strategies.

We also created some proprietary reports for this landscaping client and added filters to the reports for easy access to data by date ranges (month, quarter, year over year). 

Finally, these reports can be automatically shared with company stakeholders and used effectively during weekly sales meetings, enhancing decision-making and strategy.

 

This report shows total proposed amount, likely to close amount and actual sales for each service division.

This report shows Closed Lost Reasons by Rep

[RELATED READING:  Ditching Spreadsheets for Better Landscaping Sales Management Tools]

The Results

KD Landscape has seen tremendous growth in their sales team and achieved record profits.. By recognizing their need for improvement and trusting Landscape Leadership® to guide them, they achieved significant results:

  • Enhanced Data Visibility: Instant access to client data and performance forecasts enabled better-informed decisions and strategic planning.
  • Improved Coaching: The detailed insights and reporting tools facilitated more effective coaching and performance management.
  • Increased Efficiency: Streamlined lead management and reporting processes freed up valuable time, allowing the sales team to focus more on client interactions and closing deals.

"Working with Landscape Leadership® on HubSpot customization has been seamless. The ability to instantly see our company's client data, performance forecast, and activity daily has been a game changer. James has been a valuable resource in providing my team with the training, customization, and sales tools they need." - Vince Sammartano, KD Landscape.

If you like regular insights like these, subscribe to our blog. We'll send you new articles right to your inbox. If you're ready to streamline and automate your landscaping sales process, feel free to request a consultation

Picture of James Mann

About James Mann

James is a Technology Implementation Specialist for Landscape Leadership. Before joining our team he spent several years in the agency world fine-tuning his skillset. James currently resides in Houston, TX with his wife and two dogs.

Want To Learn More

We would love to share with you what we do for our lawn and landscape industry clients

Schedule a Meeting