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Covey

CG Landscape runs its contract renewals 6x faster.

A large commercial landscaping company with thousands of maintenance contracts. Covey finance agents took over the renewal cycle and daily check entry, and marketing agents got the company showing up in ChatGPT.

Industry
Commercial landscaping
Agent teams
Back Office and Marketing
Segment
B2B Services
“Adding financial operations AI agents has freed up a tremendous amount of our team’s capacity, which lets us serve more customers without growing our overhead. Then Covey’s marketing agents got us showing up in ChatGPT, so new customers are finding us there. For a business like ours, that’s an incredible win.”
Jeff MillerOwner & Co-founder, CG Landscape

Before Covey

Every year, CG Landscape renewed thousands of maintenance contracts. The cycle took 8 weeks, 2 interns, and a share of a senior VP’s time, and it ran on spreadsheets and know-how that lived in people’s heads.

Every morning, someone spent 2 to 3 hours entering customer checks by hand. It was work that had to be right, and it kept a skilled person away from everything else.

What we built

  • Renewals agents

    Agents that pull each contract’s history, apply the year’s pricing rules, and prepare every renewal for the team to approve. An auditor agent reviews every financial deliverable before it goes out.

  • Payment entry agents

    Agents that read each check, including handwritten ones, match it to the right invoice, and enter it. Anything uncertain goes to a person instead of being guessed.

  • Marketing agents

    Agents that make sure the company shows up when customers ask AI search tools like ChatGPT for commercial landscaping.

What changed

  • 6xfaster annual contract renewals
  • 2 to 3 hrsback every morning on check entry
  • 0interns to hire for renewal season

Contract renewals, 6x faster

Covey agents now run the annual renewal cycle 6x faster, with no interns to hire. Because building the agents meant writing the process down, the renewal cycle is now documented, so each year’s cycle will run faster still.

Before
8 weeks

Thousands of contracts renewed by hand, with 2 interns and senior VP time.

With Covey agents
6x faster

No interns to hire, and a documented process that gets faster each year.

Hours back every morning

Agents now handle check entry, and the 2 to 3 hours it used to take each morning go to higher-value work. When an employee later left, the company chose not to backfill the role.

Found in ChatGPT

Covey’s marketing agents got CG Landscape showing up in ChatGPT, and new customers are now finding the company there.

The first time it clicked was watching an agent accurately enter 100 handwritten checks.

See what agents could take on in your business.

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