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Call Us! 317.784.5296
Wild Ridge Logo
Call Us! 317.784.5296
Before you start: You need the Deal Record ID from HubSpot. Open the deal and copy the number from the URL:
app.hubspot.com/contacts/48835500/deal/{THIS NUMBER}
Paste the numeric ID from the deal's URL in HubSpot.
Relationship & Decision Context
Wildridge's relationship with this prospect/client.
How satisfied is the prospect with their CURRENT landscape provider? 1 = very dissatisfied, 10 = extremely satisfied.
What gaps or frustrations has the prospect expressed about their current provider?
Who ultimately decides which landscape contractor gets the work?
Any additional context on how they make award decisions.
Bid Process & Pricing
Select all that apply to this prospect's bid process.
How does the client want pricing structured?
Portal details, special formatting, or other submission instructions.
What matters most to this client when choosing a contractor?
Project Status & Competition
Select all that apply.
Best guess — how many landscape contractors are bidding on this project?
Strategic Evaluation
Rate each factor on a 1–5 scale. SOP with anchor definitions is in development (K3). For now: 1 = Very Low / Very Weak, 3 = Moderate, 5 = Very High / Very Strong. These five scores feed the automated Strategic Evaluation Composite Score.
Your subjective assessment, not HubSpot's stage-based probability.
BD Comments & Signature
General observations, concerns, or context for the Go/No-Go review.

Easy From Start to Finish

From vision to reality, our process keeps your project clear and stress-free. Each step is designed to guide you smoothly from first ideas to a finished landscape you’ll be proud of.

Let's Get Started
  • Initial Consulation We start by learning your goals, priorities, and vision for the space.
  • Site Assessment Our team evaluates your property, noting opportunities, challenges, and the best ways to bring your vision to life.
  • Design Proposal You’ll receive a custom 3D design and plan, tailored to your needs, budget, and brand.
  • Material Selection Together, we finalize finishes and materials that fit your style, ensure durability, and elevate the finished landscape.
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