Mary Ellen Aces Customer Satisfaction and Enhancement Sales with SiteRecon

The Challenges

Mary Ellen faced several operational hurdles in her role:

1. Manual Processes: She relied on handwritten notes, photos emailed to herself, and other manual methods to track property conditions, client needs, and enhancement opportunities.
2. Inefficiency in Reporting: Creating detailed reports for clients required hours of effort, delaying proposal submissions and operational instructions.
3. Disorganized Data: Keeping track of property histories, budgets, and enhancement plans was cumbersome, especially when client or internal team transitions occurred.
4. Limited Client Engagement: Conveying the value of enhancements was challenging without clear visuals and comprehensive documentation to support her proposals.

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The Solution

Mary Ellen began using SiteRecon’s Plato app to digitize her processes, making her work more efficient and her communication with clients more impactful.

How SiteRecon Helped

Simplified Property Assessments: Mary Ellen uses the Plato app to conduct site visits, pin specific locations, and annotate photos directly within the app. This eliminated the need for manual notes and self-emailed photos.

"Before, I had to email myself photos and keep notes on paper. Now, with Plato, I have everything organized and ready to go."

‍-Mary Ellen Burton, Account Manager, Level Green Landscaping

Faster Proposal Creation: The app enabled her to create detailed, visual proposals quickly, often delivering them to clients within a day of a site visit.

"It’s so easy to take photos, annotate them, and generate a report. By the time I’m home, the report is in my email, ready to share," says Mary Ellen.

Enhanced Client Communication: Using Plato, Mary Ellen provides her clients with clear, visual reports that simplify decision-making and showcase the value of proposed enhancements.

"The first time I sent a report, the client said, ‘This is so cool!’ It’s a game-changer for visual communication."

Improved Team Collaboration: The app’s detailed reports, including maps and annotated photos, streamline handoffs to production and enhancement teams, ensuring precise execution.

"My team loves the level of detail in the reports. They know exactly where to go and what to do."

Historical Documentation: With Plato, property histories and enhancement plans are easily accessible, simplifying transitions when clients or account managers change.

"Now, all the information is there—whether it’s for me, the team, or even a new account manager."

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Results

Increased Sales Efficiency: Mary Ellen significantly reduced the time needed to create proposals, allowing her to focus on selling enhancements and building client relationships.

"I truly believe my sales have increased because of SiteRecon. I can put proposals together faster and deliver them to clients quickly."

Higher Client Satisfaction: Clients appreciate the professional, detailed reports that make it easier to visualize property enhancements.

"My clients love the reports—they’re visual and help them understand exactly what’s needed."

Streamlined Operations: The Plato app improved collaboration between Mary Ellen and her team, reducing miscommunication and saving valuable time.

"With Plato, the team sees exactly what I see. It’s a full-circle process."

Future Planning: Mary Ellen uses the app to create multi-year budgets and enhancement plans, ensuring clients see continuous improvement on their properties.

"It helps me plan for the future. Even if a client doesn’t have the budget this year, I can propose it for the next."