Workflow Automation for Artificial Grass: Step Into the Future with AGM

As artificial grass installers, we understand that we need to take leads from interest to sales and then to the installation… because that is how we get paid.

Running the rest of the business? Not so much. Managing leads, overseeing marketing campaigns, scheduling, coordinating with your staff… it’s all important, but takes up so much time and effort. 

So here’s what we did: we found a way to automate it all. 

With AGM, you can put your core business workflows on autopilot, with our pre-built ready to go workflows, that come pre-installed into your account as a new subscriber. 

We’ll go into detail during your AGM demo, but here’s a preview of what you can do with our workflow automation feature:

Automate Lead Management

As mentioned, we’ve pre-built them for you, workflows that automatically handle various aspects of lead management.

For example, when a prospective client fills out a form on your website requesting a quote, AGM automatically creates a new lead in your system, assigns it to a sales rep (if that is how you want to see it handled), then schedules a follow-up call, and also sends an automated email or SMS message to the prospect acknowledging their request.

Every lead is taken care of, while you take care of other parts of your business.

Automate Appointment Booking & Scheduling

While this is certainly possible in our system, we all know that prospects need to be qualified before setting an appointment. You could have our Call Center or Chat Team do that for you, or set up a workflow that asks you prospects qualifying questions. What’s more is the system can help you coordinate schedules between customers, sales reps, and installation crews by streamlining these efforts and automating your calendar!

On the customer side, they receive automated confirmations and reminders about their appointment via their preferred communication channel, such as email or SMS.

Automate Invoicing & Payments

Collecting payment is another area where automation can save you time and hassle.

Once a project is marked as completed in your system, AGM can automatically generate an invoice and send it to the customer. If the customer doesn't pay by the due date, AGM can send automated payment reminders. Or, if your process is different, we can create a custom workflow for you.

AGM can also integrate with your existing payment gateways, like QuickBooks Online,  so customers can pay online directly from their invoice. In the fast-paced business world, the ability to make transactions quickly and securely is invaluable. Or use AGM’s 'Tap to Pay' on mobile.

Automate Customer Follow-Up & Retention

Keeping your customers engaged after their grass installation project has been completed is key for referral business and Reputation management is great for reviews after a job is complete.

AGM users will benefit from having already set up automated workflows to follow-up with customers post-installation to collect Reviews and Referrals. You could also add a satisfaction survey, a personalized thank-you note, or a check-in after a few months to see if they need any maintenance services.

You can also set reminders for sales reps to reach out to past customers with special offers or updates periodically.

Dashboard Reporting

Understanding how your business is performing is essential for growth. Instead of manually compiling data and creating reports, AGM can do it automatically for you.

From lead conversion rates to revenue breakdowns by Ad Outlet, AGM’s in-built analytics provide the insights you need at a glance– all in one Reporting Dashboard. Or create custom attribution reports on the fly.

Learn More!

Discover how AGM software is designed for artificial grass installers, by artificial grass installers. Join our Free Community or Book a Demo today.  Got a question? Shoot us a message, and one of our team members will get in touch ASAP!

Need help? Your solution is just a click away! Connect with our live chat now! 🗨