February 26, 2024

How To Build & Track Your Landscaping Sales Pipeline?

How To Build & Track Your Landscaping Sales Pipeline?

Cut through the noise with our no-fluff guide to building & tracking your landscaping sales pipeline.

If you're running a commercial landscaping company, you'll know that a seamless sales pipeline can be the difference between just getting by and truly thriving. We're here to walk you through the steps that will sharpen your sales tactics. Let's ensure efficiency and profitability are at the heart of your business.

The Ideal Sales Pipeline for Landscaping Businesses

Generate Lead

The first step in how to build a pipeline in sales is lead gen. The lead generation phase is the cornerstone of a thriving sales process for commercial landscaping businesses. It involves the systematic attraction of potential clients through a mix of channels.

Whether it's through the steady stream of RFPs (Requests for Proposals) that flood in daily, where being first can often mean winning 60% of the time. Or through the more organic avenues of referrals, search engine visibility, and social media buzz, each lead is a potential goldmine.

The diversity of sources ensures a steady inflow of leads. But the real challenge lies in effectively managing and prioritizing these leads in your sales pipeline. Implementing a robust Customer Relationship Management (CRM) system can help categorize leads based on

  • potential value
  • urgency
  • readiness to engage

Here, you ensure that high-priority leads are quickly identified and acted upon.

This phase also includes educating potential clients about the services offered, establishing brand credibility, and setting the stage for meaningful interactions.

First Catchup

The initial appointment is an opportunity to build rapport. You can understand the client’s vision and assess the scope of their landscaping needs. This step involves a thorough discussion about the client’s expectations, preferences, budgetary considerations, and timelines.

Prospecting in sales pipeline

For landscaping businesses, this is also the time to conduct a site visit, evaluate the physical space. Understand the logistical aspects of the project, and gather all necessary information to prepare an accurate and compelling proposal.

Effective communication skills, active listening, and the ability to ask the right questions are crucial in this phase to ensure all client needs are accurately captured.

Prepare Proposal

Armed with detailed information from the first appointment, prepare a comprehensive proposal that addresses all aspects discussed.

This proposal should include a clear project scope, design suggestions, precise measurements, a detailed cost estimate, and a timeline for project completion. 

Utilizing advanced software that enables quick generation of proposals with accurate and auto-populated measurements and visually appealing HD sitemaps can give a landscaping business a competitive edge. 

The proposal should be personalized. Tailor to meet the client's specific needs and highlight the value and quality of the services offered so that they stand out.

Validate your Relationship

This stage is pivotal in cementing the client’s trust and moving towards finalizing the deal. It involves presenting the proposal to the client and discussing its components in detail. You must also make any necessary adjustments based on client feedback.

The goal is to reach a mutual agreement where both parties are satisfied and confident about moving forward. This step reinforces your client’s decision to choose your landscaping service by validating the understanding of their needs and showcasing your commitment to meeting their expectations.

Life After the Sale

A successful sale marks the beginning of the project execution phase, but the relationship management efforts should not stop here.

Customer trust

Yes! Post-sale engagement is critical for ensuring client satisfaction, addressing any issues that arise during project implementation, and fostering long-term relationships. This includes regular follow-ups and providing maintenance and care tips. You can also offer additional services or upgrades and encourage satisfied clients to refer new business.

Establishing a cycle of continuous engagement not only helps in retaining clients but also in building a strong referral network.

The Impact of Limited Visibility in Sales Efforts

Sales Pipeline

Why do you need visibility into the sales pipeline? To monitor the progress of deals from lead generation to close. A clear and comprehensive view means you can identify stages where deals are most likely to stall. This way, you facilitate timely interventions to keep the sales process moving.


Without this visibility, it's challenging to allocate resources effectively, prioritize actions, and forecast revenue accurately. Implementing a CRM system that provides a detailed overview of the sales pipeline, including stages, deal sizes, and expected close dates, can significantly enhance decision-making and efficiency.

Sales Pipeline Performance Metrics

Accurate and accessible performance metrics are essential for evaluating the effectiveness of the sales process. You will also understand team and individual performance and identify areas for improvement.

Without clear metrics, it becomes difficult to set realistic goals and motivate the sales team. It can also be challenging to adjust strategies in response to market demands. A robust analytics platform can provide insights into key performance indicators (KPIs), such as conversion rates, average deal size, and sales cycle length, enabling data-driven decisions.


Transparent and fair compensation and reward systems are vital for maintaining a motivated and high-performing sales team. Lack of visibility into sales data can lead to disputes, decreased morale, and reduced productivity. 

A transparent system that accurately tracks sales performance and commissions ensures that team members are appropriately rewarded for their efforts. This way, you foster a culture of trust and recognition.

Budget and Costs

Managing project costs and maintaining budgetary control are crucial for the profitability of landscaping projects. Inaccurate financial data or a lack of visibility into project costs can lead to budget overruns, reduced margins, and financial strain. 

Implementing financial management tools that provide real-time access to cost data, budget vs. actual analysis, and financial forecasting can help businesses manage their finances more effectively. You can ensure projects are completed within budget and profitability is maintained.

Why Visibility and Tracking Metrics Are Key

When it comes to how to manage the sales pipeline, visibility into the right metrics is key.

Yes! Visibility into the sales process and diligent tracking of metrics like pipeline stages, performance, commissions, and costs are essential for informed decision-making, efficient management, and sustained profitability.

The ability to clearly visualize and manage the sales process can make all the difference. Accelerate CRM transforms this vision into reality with several innovative features:

Crystal Clear Visibility for Deals

Imagine a digital whiteboard that neatly categorizes and displays each deal by its stage in the sales process, from initial contact to closed-won. 

Accelerate's Kanban View does precisely that. It provides a visually intuitive layout that allows teams to drag and drop deals between stages. This simplifies the task of tracking progress and prioritizing efforts, ensuring that no opportunity is left unattended.

Landscaping sales Kanban view on Accelerate- LMN alternative

Sales Metrics Dashboard

Critical sales data, often scattered and siloed, can now be accessed through a comprehensive dashboard. Accelerate's dashboard presents real-time metrics such as deal values, stage durations, and win-loss ratios, offering actionable insights at a glance.

Sales leaders can use this data to make informed decisions, forecast with greater accuracy, and identify trends that could affect future performance.

Performance Tracking

To hone the efficiency of the sales team, Accelerate provides granular tracking of individual sales activities. This feature allows you to monitor each team member's contributions, ensuring that everyone is aligned with the overall sales strategy. It also highlights high performers and uncovers potential areas for training and development.

Real-time Sales Pipeline Bottleneck Identification

One of the most significant advantages of Accelerate is its ability to detect and alert teams to bottlenecks in real-time. Whether it's a proposal waiting on approval or a negotiation that's dragging on, the CRM's proactive notifications enable quick action to get the deal moving again. 

This means faster resolution times, smoother sales cycles, and a more responsive sales operation.

Deal Progression and Handoff

With Accelerate, moving a deal through the pipeline is a seamless experience. Once a proposal is accepted, a deal can be advanced to 'Closed Won' with a simple drag-and-drop action.

This state is crucial, as it triggers the operational phase, prompting the creation of job tickets and assigning tasks to the relevant teams. The transition from sales to operations is smooth, preventing any loss of momentum or details in the handoff.

Comprehensive Deal Management

Under the 'Deals' section, sales professionals can access every pursued lead, alongside its current status and estimated revenue potential. This includes the ability to filter deals based on various attributes like properties, contact details, and contract value, enabling a tailored approach to each potential project.

Operational Integration

Once a deal is won, Accelerate's system simplifies the transition to operations. Payment terms, operational details, and project start dates are all set within the CRM, aligning the entire team on what's to come post-sale. 

This integration ensures that operational teams are fully informed and ready to deliver on the promises made during the sales process.

By integrating these functionalities into a single CRM platform, Accelerate not only enhances the visibility of the sales process but also equips landscaping businesses with the tools necessary to streamline their sales activities, improve collaboration among team members, and ultimately drive growth and profitability.

Enhancements for Your Sales Pipeline

To further refine your sales process, consider these additional strategies:

  • Defining Sales Pipeline Stages: Clearly articulate each stage of your sales pipeline, from prospecting to continued engagement post-project completion.
  • Shortening the Sales Cycle: Implement strategies to address customer concerns promptly, utilize automation for efficiency, and eliminate bottlenecks to streamline the sales process.
  • Prioritizing Leads with Lead Scoring: Employ lead scoring to focus efforts on the most promising prospects based on their engagement and potential to convert.
  • Leveraging CRM for Pipeline Management: A robust CRM system is essential for effective sales pipeline management, offering tools for automation, lead management, and integration with other platforms.

Summing up your guide to sales pipeline

The sales process for commercial landscaping businesses encompasses numerous critical steps, from lead generation to post-sale client engagement. The key to success lies in maintaining visibility throughout this process and tracking essential metrics to inform strategic decisions. 

Attentive.ai's Accelerate software provides the necessary tools and features to streamline the sales process, enhance visibility, and efficiently manage the sales pipeline, empowering landscaping businesses to thrive in a competitive landscape.


What is a sales pipeline, and why is it important for my landscaping business?

A sales pipeline is a systematic approach to tracking the stages a prospective client goes through, from initial contact to final sale. It's important for landscaping businesses as it helps manage leads effectively, prioritize sales efforts, forecast revenue, and scale the business efficiently.

How do I generate leads for my commercial landscaping business sales pipeline?

You can generate leads through various channels, such as responding to Requests for Proposals (RFPs), leveraging referrals, increasing search engine visibility, and engaging audiences on social media. Implementing a Customer Relationship Management (CRM) system can help manage these leads effectively.

Are there strategies to shorten the sales cycle for a landscaping business?

Yes, address customer concerns promptly, use automation for efficiency, and eliminate bottlenecks. Also, clearly define each stage of your sales pipeline and employ lead scoring to focus on the most promising leads.