Guided tour
How the client view works
A short narrated walkthrough. This is an explainer, not the live tool.
Evergreen Lawn & Landscape
We talk to Brett (Brett Hollis) · brett@evergreenlandscapepdx.com
✉️🔧 Reply + deliver 🟠 due today Changes requested Draft due 20 Jun 2026 5 messages last activity 2026-06-26 11:20
Notes are stored in Supabase and obeyed by the next analysis run (≤30 min). The newest note per client wins.
⚡ Right now · the latest exchange
- Brett wants seasonal grouping and a quote form. Both are straightforward.
- He mentioned spring is his busy season, so getting the quote form live matters to him.
What needs to happen
BOTH · Confirm + build: seasonal service grouping and a quote-request form.
Suggested reply
Website information
- First draft due
- 20 June 2026 · from tracker
- Services on form
- 5 · from form
- Form submitted
- 2026-05-22
- Current website
- evergreenlandscapepdx.com ↗ · from form
- Our build
- evergreen-landscape.brevibot-sites.com ↗ · Changes requested
Big picture · the whole story
- Brett owns Evergreen Lawn & Landscape in Portland (design, install and maintenance).
- After his draft review he asked for two changes: group services by season, and add a quote-request form.
- This one needs both a reply and the work done, so it sits in the reply-and-deliver bucket.
Website channel · full conversation
Ash created the channel.
Welcome Brett. Pop your intake form in and we will get the first draft over to you.
Submitted. Heads up, spring is when we make our money so anything that pulls in quote requests is gold.
First draft is ready on the preview. Take a look and let me know your changes.
Looks sharp. Two things: can the services be grouped by season instead of one long list? And can we add a form so people can request a quote right there. That is the main thing I want.
Cross-channel signal
Two changes from his review. Reply to confirm, then deliver both. Quote form is the priority for him.
GHL internal notes · newest first
Owner: Web Team. Wants seasonal layout + quote form. Spring is peak revenue, prioritise the form.
Discovery done. Design/build is the high-margin service, feature it.
Website form submission
Source: Website form (onboarding) ·
SUB_QuDoA8ynYdHoKDeu - Business name
- Evergreen Lawn & Landscape
- Owner
- Brett Hollis
- Service area
- Portland, Beaverton, Lake Oswego, Tigard
- Services
- Landscape design, Paver patios, Lawn maintenance, Irrigation, Cleanups
- Years in business
- 12
- Current website
- evergreenlandscapepdx.com
- Phone
- (503) 555-0119
- What matters most
- Quote requests through the site
GoHighLevel · client's own channels
whatsapp · last 2
Hi Brett, onboarding call confirmed for May 24, 1:00 PM PST. Reply YES.
Yes
sms · last 1
BreviBot: onboarding call confirmed for May 24, 1:00 PM PST.
email · last 1
✉️ Evergreen intake
Done. Photos of recent installs attached, the paver patio ones came out great.