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REALGREEN · AUTOMATIONS

Eight automations that turn RealGreen data into booked revenue

Your RealGreen database already knows who needs aeration, who owes you money, who canceled, and who just became a customer. These are the eight plays our platform runs on that data: each one trigger → action → result, each one hands-off once it's on.

THE CATALOG

The RealGreen automation catalog

Every automation below runs against our replicated copy of your RealGreen data, so nothing here burns your monthly API quota, and nothing here needs a person to remember to do it.

1. Condition-code upsells

Trigger: a technician logs a condition code (grubs, thin turf, weeds breaking through). Action: the platform matches it to the right service, DeepLawn measures the property, your pricing matrix produces the number, and a branded quote goes out the same day, with automated follow-up for 21 days. Result: upsells booked from work your techs already did, without a single sales call.

2. Job completed → neighborhood marketing

Trigger: a completed job syncs from RealGreen. Action: the platform finds the neighbors, measures and prices each property, and produces postcards, or printed route sheets your techs hand out while the truck's still on the street. Result: route density. New customers on streets you already service.

3. AR aging → automated collections

Trigger: an account balance crosses an aging threshold. Action: a polite, branded sequence of emails and texts starts via HighLevel, each with a payment link. Firm enough to work, friendly enough to keep the customer. Result: cash arrives sooner, and your office staff never has to make the awkward call.

4. Pre-pay season → renewal campaigns

Trigger: pre-pay season opens for your programs. Action: every eligible account gets renewal letters, emails, and texts with one-click payment, built from their actual program and pricing. Result: winter cash flow and locked-in renewals, without the office mail-merge marathon.

5. Cancel → win-back sequence

Trigger: a customer cancels in RealGreen. Action: a timed win-back sequence starts with a check-in, then a tailored offer, spaced over weeks instead of one desperate blast. Result: a percentage of cancels come back. On a big customer base, that percentage is real money.

6. Service gap → reactivation offers

Trigger: the platform spots a gap, like a customer who bought aeration two falls ago and nothing since, or a lapsed program with no renewal. Action: a reactivation offer goes out, measured and priced from your matrix like any other quote. Result: your lapsed list stops being a graveyard and starts being a pipeline.

7. New customer → review + referral

Trigger: a new customer's first job completes. Action: a review request goes out while the lawn still looks freshly serviced, followed by a referral ask once the review lands. Result: review velocity that compounds your local rankings, plus referral leads at zero ad cost.

8. Webhook out → manager alerts

Trigger: something a human should know about, such as a cancel, a big-ticket quote accepted, or an account going seriously past due. Action: a webhook fires to Slack, email, or any system you run, the moment it syncs. Result: managers act the same day instead of finding out in next month's report.

WALKTHROUGH

Anatomy of one upsell: the aeration play

Here's automation #1 running end to end on a single property, with no office staff involved at any step.

Tech flags it

On a routine round, your tech logs "compacted soil, thin turf" as a condition code in RealGreen and drives to the next stop.

Sync catches it

The code lands in our replica and matches your rule: compaction → core aeration + overseeding.

Measured & priced

DeepLawn measures the turf at 12,400 sq ft. Your matrix prices aeration + overseed at $28 per 1,000 sq ft: $348.

Quote goes out

That evening the customer gets a branded quote referencing what the tech saw. Accept and pay in two taps.

Follow-up runs

No answer? Reminders go out over 21 days until they say yes or no. Then it stops. Politely.

Now multiply it

Say your techs log 500 quotable condition codes in a season and 12% book at an average of $348. That's roughly $20,900 in found revenue from notes that used to go nowhere. Illustrative math; your codes, close rate, and matrix set the real number.

TURNING IT ON

What it takes to switch this on

Less than you'd think. There's no software project on your side, because the platform already speaks RealGreen. We need three things from you:

  Your RealGreen API key: one paste into our import tool pulls the whole database

  Your pricing matrices, so every automated quote carries your real numbers, not placeholders

  Your brand profile: logo, colors, voice, and service rules, so everything that goes out looks and sounds like you

THE SHAPE OF IT

The catalog at a glance

8

Automations in the catalog

Same day

Condition code → quote out the door

21 days

Automated follow-up on every quote

~1 week

Typical onboarding to turn it all on

FAQ

Automation questions, answered straight

Do we have to run all eight automations?

No. Most companies start with condition-code upsells and one or two others (usually AR or reviews), then add plays as they see results. Each automation switches on independently, and each uses your rules: which codes map to which services, what thresholds trigger AR, how offers are worded.

What do you need from us to launch?

Three things: your RealGreen API key, your pricing matrices, and your brand profile (logo, colors, voice, service rules). Our team does the wiring during onboarding. Plan on roughly a week before the automations are live.

Won't our customers feel spammed?

The opposite, usually, because every message is specific. A quote that says "our technician noted compacted soil in your back lawn on Tuesday" reads like service, not marketing. Sequences are capped and throttled, they stop when the customer responds, and opting out always works.

Does any automation write into RealGreen?

No. The sync is one-way: RealGreen into our platform. Quotes, campaigns, and alerts run on our side through HighLevel and webhooks. When a customer accepts a quote, your team schedules the work in RealGreen the way you always have.

Can't our CRM's drip campaigns do this?

Drip campaigns send the same message to a list on a timer. These automations read your operations (a specific condition code on a specific property, a specific aging balance), then measure, price from your matrix, and send a quote someone can accept and pay. That's the difference between email marketing and a salesperson.

How do we know it's working?

Everything lands in the reporting dashboard: quotes sent, quotes accepted, revenue booked, sequences running, per automation. You'll know exactly which plays pay, measured in dollars, not opens.

GO DEEPER

Keep going on RealGreen

The RealGreen API, unlocked

How replication beats the monthly call limit and feeds every automation on this page.

Marketing for RealGreen companies

The full program these automations plug into: site, quotes, ads, and franchise tooling.

Blog: the automations guide

The long-form playbook: sequencing, messaging, and rollout order for these eight plays.

Your database already found the revenue. Turn on the plays.

Get a free marketing snapshot and we'll show you where you stand against your local competitors and which of these eight automations would pay off first.