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Landscaping Company – AI-Powered Estimating
Client Profile
A 5-location regional gym brand with 3,500+ active members and a small front desk team responsible for handling all member communication.
The sales team relied on handwritten notes and long email chains to prepare job estimates.
Each estimate took 2–3 hours to build, especially for commercial bids.
High-quality leads were often delayed or dropped due to quote backlogs.
Initial Pain Points:
The company had 7 years of historical job data saved in Google Sheets and QuickBooks.
Estimators used the same input criteria for most jobs (square footage, plant type, terrain).
No CRM or intake form system in place.
AIMS Discovery Insights:
Implement an AI-enhanced intake form (e.g. Typeform + GPT-powered logic) to guide prospects through a 5-minute qualification process.
Use Zapier or Make to pull form data into a spreadsheet where a GPT-4 model generates draft estimates based on historical pricing and materials.
Recommend a quote review system using Google Docs + AI summarization to prep customer-ready versions.
AI Opportunities Identified in Report:
Leverage an AI-driven follow-up system (e.g., GPT-powered email sequences or chatbots) to engage qualified leads automatically after the estimate is sent, answering common questions, providing personalized project timelines, and increasing conversion rates.
15-page Solution Finder Report
Sample intake form with logic paths
AI prompt templates for estimate generation
Deliverables:
Spreadsheet model with formulas for price prediction
Workflow diagram for automation
Quote turnaround reduced from 2–3 hours to under 20 minutes
4x more bids per week
Increased close rate due to faster response
Estimated Impact:
$70,000+ projected revenue increase in the first 6 months
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