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Seasonal Services Case Study

Case Study: From AI Insights to Action: How Seasonal Services Leveraged Customer Feedback for Growth

CONSULTING OVERVIEW

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Seasonal Services, a premier full-service landscape contracting company, sought to elevate customer engagement and optimize their sales processes through strategic insights and data-driven decision-making.

 

Their Aim?  To conduct comprehensive customer satisfaction surveys by gathering valuable insights into their customer’s experiences with their sales team. This effort was designed to refine sales strategies, enhance customer relationships, strengthen brand loyalty and drive business growth.

CLIENT BACKGROUND

Company: Seasonal Services

Employee Count: 100

Founded: 1994

Location: Mukwonago, Wisconsin, and they serve all eight counties in Southeastern Wisconsin

Industry: Architecture and Planning

About: Seasonal Services is a premier full-service residential landscape contractor located in Southeastern Wisconsin. The company specializes in transforming outdoor spaces through innovative design, meticulous installation, and comprehensive maintenance services with the goal of delivering exceptional results and building long-lasting customer relationships.

Learn More at: https://www.seasonalservices.com/

CONSULTING FUN FACTS

Direct Client: Bret Achtenhagen, President and CEO

Package: CUSTOMIZER PACKAGE - Consulting

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​Engagement Term: 4 months

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Consulting Type: Customer Satisfaction Survey Discovery Project

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“It is an absolute pleasure to work with Dana. Dana has provided us with valuable insight regarding our customer's perceptions of their experience working with our sales team. Dana is able to skillfully, but delicately, persuade our customers to converse with her.

 

Dana makes our customers comfortable and, as a result, she collects volumes of valuable feedback. At the end of the interview process, Dana summarizes her findings in a detailed presentation. This presentation is then shared with our team.

 

Our entire team is so impressed!” 

 

Bret Achtenhagen,
President and CEO, Seasonal Services

CHALLENGE

Seasonal Services faced several challenges in optimizing their sales strategies and improving customer relationships:

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  • Lack of Structured Feedback: The absence of a formalized process to collect feedback from sales prospects and customers made it difficult to assess the effectiveness of the sales team and identify areas for improvement.

  • Understanding Customer and Prospect Experiences: They needed an effective method to gauge experiences and understand where customers stood in the buying cycle.

  • Identifying Trends and Improvement Areas: Without detailed feedback, the company struggled to identify trends and key areas for improvement within their sales process.

SOLUTION

Our approach was comprehensive yet tailored to the unique needs of Seasonal Services, leveraging AI to streamline the process and enhance insights:

 

  • AI-Enhanced Script and Questionnaire Development: AI was used to create a tailored script and questionnaire, designed to gather meaningful insights from both prospects and customers.

  • Survey Execution: Surveys were conducted via phone, text, and email, maintaining a casual yet professional tone. This ensured a high response rate and candid feedback.

  • AI-Driven Data Analysis: We utilized AI solutions to analyze qualitative data at scale, identifying key trends, sales challenges, and areas for improvement with unprecedented precision.

  • Reporting Findings: AI-generated insights were compiled into a detailed, structured report for the CEO and sales team, highlighting actionable insights and strategic recommendations.

  • Presentation and Feedback: Dana presented these findings to the CEO and the sales team, offering top recommendations and collecting feedback to further refine and enhance future strategies.

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RESULTS

By leveraging AI-powered insights and refining their customer feedback process, Seasonal Services achieved the following results:
 

  • Uncovered Over $300,000 in Revenue Opportunities: AI identified high-potential opportunities, pinpointing why this revenue was likely to close.

  • Found $100,000 Ready to Close Immediately: AI analysis revealed nearly $100,000 in revenue that was ready to be closed in the short term.

  • Recovered Over $200,000 in Closed Lost Revenue: AI identified over $200,000 in previously lost revenue opportunities that, with the strategies suggested, could be revived.

  • Enhanced Sales Strategies: Actionable insights led to a refinement of their sales strategies, helping align their efforts with customer needs.

  • Improved Client Relationships: AI-driven feedback allowed for stronger customer engagement through a deeper understanding of their customers' experiences.

  • Data-Driven Decision Making: The company began making informed decisions based on AI-analyzed qualitative feedback from customers and prospects.

  • Performance Rating System: A custom rating system was developed using AI-generated insights to evaluate each salesperson’s performance, with specific recommendations for improvement.

CUSTOM DELIVERABLES

  • AI-Generated Survey Scripts and Questionnaires: Tailored tools for gathering actionable feedback.

  • Client Feedback Report: Detailed analysis with key recommendations based on AI data-driven insights.

  • Implementation Plan: A strategic roadmap for integrating feedback into sales and customer success processes.

 

Through this engagement, Seasonal Services gained the strategic insights needed to refine their sales approach, enhance customer relationships, and drive revenue growth.

Our collaboration with Seasonal Services continues, ensuring that these strategies are effectively implemented for sustained success.

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