The Business
Rozelle Lawn & Landscape and Riverview Native Nursery
Overview
Rozelle Lawn & Landscape (and it’s local plant store, Riverview Native Nursery) are on a mission: to deliver eco-conscious lawn and landscape solutions that respect the soil, nourish local ecosystems, and foster enduring beauty.
Known in Northeast Indiana for their restorative design approach and commitment to organic, wildlife-friendly lawns, they continually educate customers about native plants and sustainable lawn care.
However, behind their green ethos lay a tangle of paper forms, spreadsheets, QuickBooks, and time-consuming back-and-forth communication. As they grew—managing more service contracts, launching an online native plant store, and building personalized experiences for customers—Riverview needed a centralized solution to keep operations smooth and hassle-free.
The Story
The Problem
Manual Processes and No Single Hub
Ultimately, it was becoming more and more difficult to keep up with increasing demand. Service contracts were getting dropped, and the main office was drowning in repetitve, administrative work. For Rozelle to grow their business and serve the community even better, they needed a change.
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Outdated Service Contract Workflows: Renewals involved printing paper forms, chasing signatures, and manually updating spreadsheets, often slowing the start of new projects.
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Scattered Communications: Between email threads, text messages, and quick calls, important details and reminders sometimes fell through the cracks, costing valuable time and risking missed follow-ups.
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Complex Ecommerce Set-Up: Launching a store for native plants required third-party integrations for payments, order tracking, and updates—none of which spoke seamlessly to one another.
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Growing Client Base: As demand for eco-friendly lawns and native plants soared, the administrative burden ballooned. Managing everything manually meant less time focusing on the environment and building client relationships.
The Solution
Automation, Centralization and a New Online Store
Enter Personify—the all-in-one platform that could streamline their CRM, contracts, digital forms, and even ecommerce into one user-friendly solution. Here’s how it solved Rozelle and Riverview’s key challenges:
Automated Service Contracts
- Email & Text Reminders: Personify sends out renewal notices automatically, ensuring clients have the right forms at the right time.
- Digital Forms: No more paper trails. Customers can review and sign contracts online, with all data stored in a single, searchable place.
Unified Communication Hub
- Centralized Inbox: Emails, text messages, and even call logs sync to the same dashboard, so the team sees each client’s entire conversation history at a glance.
- Workflow Automations: Personify triggers follow-ups, thank-you messages, and reminders—freeing staff to focus on client care instead of busywork.
Online Native Plant Store
- Fully Integrated Ecommerce: Built inside Personify, the Riverview Native Nursery store showcases product listings, processes payments, and updates inventory—all in one seamless system.
- Simplified Checkout & Inventory: Clients can order plants, pay online, and schedule pick-ups or deliveries—no complicated third-party tools required.
Seamless Brand Experience
- While Crown Jewel Marketing handled the new logo design and marketing materials, Personify ensured behind-the-scenes operations aligned with Riverview’s green, client-first identity.
- Email Newsletters: Riverview continues to share soil tips, eco-lawn advice, and upcoming events, all through Personify’s built-in newsletter capabilities.
The Results
More Time for Eco-Innovation & Happier Customers
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Time Savings & Efficiency: Automated forms and digital signatures allowed the team to cut down on paperwork. With key details captured instantly, fewer administrative hours are spent chasing signatures or inputting data.
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Streamlined Client Experience: Customers enjoy quick, paperless contract renewals and a modern online store for native plants, reinforcing Riverview’s reputation as a forward-thinking, eco-conscious company.
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Reduced Human Error: With details flowing seamlessly into Personify’s CRM, the risk of losing vital contract info or misplacing messages dropped significantly.
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Empowered Team & Better Focus: Freed from manual tasks, staff can devote more energy to restorative landscape design, improving soil health, and sharing educational content with clients.
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Growing E-Commerce Presence: The new Riverview Native Nursery online store broadens reach, making it simpler for local residents to purchase native plants and eco-friendly lawn solutions.
Key Takeaways
All-in-One Platform
Personify replaced spreadsheets, manual forms, and multiple communication tools with a single, integrated solution.
Automated Communication
Timely email and SMS reminders made contract renewals and follow-ups a breeze.
Seamless E-Commerce Launch
Building a native plant store in Personify allowed Riverview to reach new customers without juggling multiple systems.
Focus on Eco-Friendly Impact
With administrative tasks on autopilot, the team can channel their passion into soil health, organic care, and educating their community on sustainable landscaping.
Ready to Bring Your Business Processes into One Seamless System?
Discover how Personify can automate your operations—from service contracts to online sales—and free you to focus on what you do best. Schedule a Demo today!
