SOP Templates > Landscaping > Sales > Client Communication & Sales Follow-Up

Client Communication & Sales Follow-Up for Landscaping

The Client Communication & Sales Follow-up process provides landscaping contractors with a proven framework for staying connected with clients after initial contact. It includes structured reminders for calls, emails, and updates that clarify project details and keep prospects engaged. By standardizing this workflow, landscaping companies improve efficiency, reduce missed opportunities, and present a professional image. Sales teams benefit from accountability and organization, while clients gain trust and confidence through consistent communication. With this process in place, landscaping contractors can increase close rates, strengthen client relationships, and grow their businesses with predictable, sustainable success.

Log all client contact details in CRM or tracking system

Set follow-up reminders based on proposal or meeting dates

Send initial follow-up within a few days of proposal delivery

Answer any questions the client has about scope or pricing

Address common objections (budget, timing, permits, etc.)

Provide updated or revised proposal if requested

Send friendly check-ins if no response after a set period

Offer to schedule a call or site visit to move things forward

Share relevant project photos, testimonials, or references

Track each communication and client response

Flag leads that need long-term nurturing or re-engagement later

Update proposal status (won, lost, pending)

Transition won jobs to project onboarding or contract signing

Review communication notes for future improvement

Log all client contact details in CRM or tracking system

Set follow-up reminders based on proposal or meeting dates

Send initial follow-up within a few days of proposal delivery

Answer any questions the client has about scope or pricing

Address common objections (budget, timing, permits, etc.)

Provide updated or revised proposal if requested

Send friendly check-ins if no response after a set period

Offer to schedule a call or site visit to move things forward

Share relevant project photos, testimonials, or references

Track each communication and client response

Flag leads that need long-term nurturing or re-engagement later

Update proposal status (won, lost, pending)

Transition won jobs to project onboarding or contract signing

Review communication notes for future improvement