Module 05

Client Portal &
Communication Hub

Your clients never wonder when you’re coming. Upsells happen automatically. Approvals take one tap. The landscaper who communicates like this doesn’t lose clients — ever.

94%
Annual Retention Rate
$3,800
Avg. Client Value / Year
67%
Upsell Approval Rate

A Branded Portal That Makes $200/Month Feel Premium

Every homeowner gets their own dashboard. Upcoming services, messages, invoices, approvals — all in one place with your brand on it.

Green Horizon Landscaping
Client Portal
KH
Karen Henderson
My Schedule
Messages 2
Invoices
Approvals 1
Upcoming Services
Sun
Mon
Tue
Wed
Thu
Fri
Sat
23
24
25
26
27
28
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
Feb
28
Fri
Weekly Lawn Maintenance
Mow, edge, blow · Crew arrives 9:00–9:30 AM
Confirmed
Mar
3
Mon
Spring Bed Cleanup
Remove winter debris, trim perennials, edge beds
Confirmed
Mar
12
Wed
Mulch Refresh — 8 yards
Spring mulch application, all beds · Pending your approval
Needs Approval
Messages with Green Horizon
Hi Karen! Just a heads up — your weekly service is confirmed for Friday morning. We’ll be there between 9 and 9:30. Let us know if you need anything else!
Mike R. · Today, 8:14 AM
Thanks Mike! Actually, the backyard drainage has been pooling near the patio. Can you take a look when you’re here?
You · Today, 8:22 AM
Absolutely, I’ll check it out Friday. If it needs more than a quick fix, I’ll send over an estimate through the portal so you can review it. No surprises.
Mike R. · Today, 8:25 AM
Perfect. You guys always make it easy. Thanks!
You · Today, 8:27 AM
Invoice History
Description
Date
Amount
Status
Mulch Refresh — 8 yards
Mar 12
$680.00
Weekly Maintenance (Feb)
Feb 28
$286.00
Due Mar 15
Weekly Maintenance (Jan)
Jan 31
$286.00
Fall Aeration & Overseed
Oct 15
$425.00
Patio Extension (Phase 1)
Sep 8
$1,200.00
Pending Approvals
Spring Mulch Refresh
Needs Approval
Based on your property size (0.38 acres), we recommend 8 yards of hardwood mulch for all beds. This maintains weed suppression and moisture retention through summer.
Mulch (8 yds delivered)$480
Installation labor$165
Bed edging$35
Total$680

40% of Add-On Revenue Disappears Because Nobody Asked

The system sends the right offer at the right time. Not spam — seasonal recommendations based on the client’s property, service history, and your pricing.

9:41 AM
Green Horizon
now
Fall Aeration Scheduled
Your fall aeration is scheduled for October 15. Approve now to lock in this season’s pricing at $425.
Green Horizon
2h ago
Spring Mulch Recommendation
Based on your property (0.38 acres), we recommend a spring mulch refresh — 8 yards of hardwood for all beds.
Green Horizon
Yesterday
Irrigation Check Available
Spring startup for your irrigation system is available. Early-bird rate: $95 (regular $125). Spots filling fast.
Green Horizon
3 days ago
Service Complete
Your weekly maintenance was completed today. Crew notes: “Lawn looking great. Raised mower height for spring growth.”
Average Client Value / Year
$2,400
$3,800
Automated upsell prompts increased average client value by 58%. No sales calls. No pushy emails. Just the right recommendation at the right time.
Seasonal Add-On Approval Rate
Clients who approved at least one add-on67%
67%
Approved within 24 hours of notification41%
41%
Top Performing Upsells
Fall Aeration & Overseed78% approval
Spring Mulch Refresh72% approval
Irrigation Startup65% approval
Holiday Lighting Install54% approval

No Printing. No Scanning. No Chasing Signatures.

Proposals and change orders go to the client’s phone. They tap approve. The job starts. No week-long email thread.

Change Order From: Green Horizon Landscaping
Patio Extension — 120 sq ft Belgard Cambridge
Pavers (120 sq ft)$540
Base prep & grading$280
Installation labor$310
Polymeric sand & seal$70
Total $1,200
Approved by Karen Henderson Tuesday, Sep 3 at 8:47 PM · Digital signature on file
Approval Timeline
Proposal sent to Karen Henderson
Tuesday, Sep 3 · 6:12 PM
Viewed by Karen
Tuesday, Sep 3 · 8:34 PM
Approved — digital signature captured
Tuesday, Sep 3 · 8:47 PM
Job scheduled — Crew 1, Sep 8
Wednesday, Sep 4 · 7:15 AM
Proposal From: Green Horizon Landscaping
Spring Foundation Planting — Front Beds
Knockout Roses (6)$210
Dwarf Nandina (8)$184
Liriope Border (24)$96
Soil amendment & planting$340
Mulch (4 yards)$240
1-year plant warrantyIncluded
Total $1,070
Average Time to Approval
2.4 hours
Down from 4.6 days with paper/email approvals
Jobs Started Faster
3.8 days sooner
Because approvals don’t sit in email for a week

The Backend: Know Every Client’s Pulse

Client satisfaction isn’t a feeling — it’s data. See who’s happy, who’s at risk, and who needs a call today.

Annual Retention: Portal Users vs. Industry
94%
With Portal
vs
68%
Industry Avg
Companies using the Client Portal retain 26% more clients per year. On a 150-client base, that’s 39 clients saved — worth $93,600/year in recurring revenue.
At-Risk Clients — No Contact 30+ Days
David Thornton
Last contact: 47 days ago · Renewal in 18 days · LTV $4,200
Send Check-In
Lisa Park
Last contact: 38 days ago · Missed fall aeration · LTV $3,100
Send Check-In
James McCaffrey
Last contact: 32 days ago · Declined last upsell · LTV $2,800
Send Check-In
Rachel Nguyen
Last contact: 31 days ago · New to service (4 months) · LTV $1,600
Send Check-In
Top Clients by Lifetime Value
Henderson, K.
$12,400
$12,400
Mitchell, R.
$10,800
$10,800
Thornton, D.
$8,400
$8,400
Park, L.
$6,900
$6,900
Ramirez, S.
$5,200
$5,200
Client Health Overview — 148 Active Clients
Status
Clients
Avg. LTV
Renewal
Healthy
124
$3,800
98% likely
Needs Attention
16
$2,600
74% likely
At Risk
8
$3,400
41% likely
Predicted annual churn: 9 clients (6.1%) vs. industry average of 47 clients (32%)

What the Client Portal Puts Back in Your Business

Based on a 148-client landscaping operation, Virginia Beach/Norfolk market.

0%
Annual client retention
Industry average: 68%
$0
Avg. client value per year
Up from $2,400 without upsells
0.4 hrs
Average approval time
Down from 4.6 days on paper
0%
Upsell approval rate
Automated, no sales calls needed

This demo runs on synthetic data.
The real version runs on yours.

Connect your client list, set up your services and pricing, and every homeowner gets a branded portal that makes you look like the premium service you are.