Environmental Advantage is an organic tree service company specializing in tree pruning and removal, plant health care, and ecological restoration.
Case Study
Environmental Advantage: Adding $50K monthly revenue by transforming operations with Ontraport
$50k
additional monthly revenue
2.5
hours saved per proposal
60%
sales conversion rate
Company
publicMinnesota, USA
Industry
Services
Key features used
CRM custom objects
Dynamic CMS
Membership
Calendar
Campaign Automation
Dynamic CMS
Membership
Calendar
Campaign Automation
Introduction
Like many fast-growing service providers, Environmental Advantage reached a turning point: demand was climbing, but their paper-based processes and outdated financial model became barriers to both profitability and exceptional service. They knew something had to change — or the business wouldn’t survive.
Working with Growth Consultant and Ontraport Expert Adam Schneider, Environmental Advantage transformed their entire operations from end to end with Ontraport.
Their results? Roughly $50,000 in additional monthly revenue, dramatic time savings for team members and a business that is now scalable across multiple locations.
Ontraport is the only platform you can do this with — there’s definitely no other tool like it. Ontraport is the most powerful business tool on the market.
Voice and Impact (agency supporting Environmental Advantage)
The Challenges
The Challenges
As Environmental Advantage expanded, the cracks in their operational foundation became impossible to ignore.
Paper-based processes
The team was doing everything manually, which slowed productivity and created a dated, inconsistent customer experience.
- Sales reps manually wrote proposals, calculated taxes and priced out services — a process that took nearly two hours per proposal and left room for error.
- Work orders were printed sheets passed between team members and often misplaced.
- Scheduling was done on a Google Sheet that was updated manually each week, allowing them to schedule only one week in advance — leading to confusion and dissatisfaction among clients.
Inefficient financial model and operations
Despite their calendars being full, revenue wasn’t matching the effort. Their financial model was inefficient, and workflows across sales, scheduling, fulfillment and billing weren’t aligned — making it impossible to grow beyond their current capacity.
The Solutions
The Solutions
The company built their entire operational ecosystem inside Ontraport. Today, every step — from the initial sales visit to the final service report — flows through a seamless, automated and dynamic process.
Modern onsite sales with automatic proposal creation
Sales reps now use iPads during consultations to select services, add property and tree details, upload photos, calculate pricing automatically and generate proposals and invoices on the spot.
Once created, the system sends the proposal to the customer and triggers automated 30-day follow-up reminders. Customers can sign the contract and pay their invoice within a secure portal, which automatically moves the process into the next phase.
What used to take two hours now takes just 15 minutes.
Once created, the system sends the proposal to the customer and triggers automated 30-day follow-up reminders. Customers can sign the contract and pay their invoice within a secure portal, which automatically moves the process into the next phase.
What used to take two hours now takes just 15 minutes.
Automated scheduling and efficient job fulfillment
After a client signs and pays, Ontraport automatically marks them as ready to schedule and sends the task to the scheduling team. Clients receive timely, automated reminders that keep them informed throughout the process.
When field crews arrive on-site, they can view the work order with job details, tree photos and instructions directly from their devices. They also submit after-photos and work reports digitally, and once the job is complete, the system emails the client a polished final report.
When field crews arrive on-site, they can view the work order with job details, tree photos and instructions directly from their devices. They also submit after-photos and work reports digitally, and once the job is complete, the system emails the client a polished final report.
Real-time dashboards for sales, staff and clients
The system includes three secure membership portals, giving everyone access to the information they need.
- The sales portal gives reps real-time access to weekly sales results, proposal volumes, closing percentages, client lists, proposal statuses and consultation scheduling, which automatically syncs to Google calendars.
- The staff portal allows crew members to view their upcoming schedules, access work orders and submit notes and job reports directly from the field.
- The client portal enables customers to view and sign proposals, pay invoices and access their service reports through a clean, user-friendly online login.
Results
Results
Environmental Advantage went from barely keeping up to running a streamlined, modern, tech-enabled business — without losing the personal service that sets them apart.
- ~$50,000 in additional monthly revenue — with zero additional marketing
- 60% conversion rate from sales meeting to purchase
- 2.5 hours saved per proposal with modernized systems
- 20 hours saved per week in admin processes for leadership
- Second location opened, with more planned
Looking Ahead
Looking Ahead
With Ontraport now serving as the operational backbone of the business, Environmental Advantage is gearing up for rapid expansion across the Midwest. The team now has the fully replicable systems and visibility needed to grow efficiently and profitably.
In addition to opening new locations, the team is building a comprehensive staff management system to support recruiting, training and performance tracking, along with a fleet management solution to streamline oversight of vehicles and equipment.
Leading companies scale with Ontraport
Leading companies scale with Ontraport
Customers from all kinds of industries, all over the world, succeed with Ontraport. Join them.
Dale Beaumont
Founder and CEO
Features
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