Products and services document example
This is a complete products and services document example, exactly as our generator produces it. The business shown, Evergreen & Oak Landscaping, is fictional, but the structure, depth, and honesty markers are what you get for your own business.
This file is what lets an AI answer pricing questions, draft quotes, and reply to leads without making numbers up. It lives in the knowledge base and gets pulled in whenever the conversation touches sales.
04 — Products & Services
Offerings
- Design-build projects — full landscape design and installation, from planning through planting and hardscape. Typically $15,000-$60,000 depending on scope. [VERIFIED: 2026-07-12]
- Seasonal maintenance contracts — weekly mowing, bed upkeep, and cleanups, April through November. Roughly $250-$600 per month per property. [UNVERIFIED]
- Snow removal — December through March seasonal contracts, offered to existing maintenance clients and two HOAs. [VERIFIED: 2026-07-12]
Pricing & terms
- Pricing model: Project-based for design-build, subscription (monthly) for maintenance and snow removal.
- Typical price (or range): Design-build $15,000-$60,000 per project. Maintenance $250-$600/month per property. Snow removal pricing not specified. [UNVERIFIED]
- Standard terms: Design-build requires a 40 percent deposit up front. [VERIFIED: 2026-07-12] Refund and cancellation terms are not documented. [NEEDS CLARIFICATION: what are the refund and cancellation terms for maintenance and snow contracts?]
- Common bundles / upsells / discounts: Maintenance clients get first offer on fall bulb installs and spring mulch bundles before they're opened up more broadly. [VERIFIED: 2026-07-12]
Sales process — how a buyer becomes a customer
- Inquiry — Dana receives the lead, usually a call through the Google Business Profile listing or a referral. Same day.
- Walkthrough — Dana visits the property to scope the job in person. Within a few days of the inquiry; this step depends on Dana's calendar, which is the first place things can stall.
- Estimate — Dana writes up the estimate in a Google Doc and sends it. Within a week of the walkthrough.
- Follow-up — Dana follows up by email if she hasn't heard back. Timing not fixed. [UNVERIFIED]
- Close — Buyer signs off and, for design-build, pays the deposit. Close rate is roughly half of estimates sent. [UNVERIFIED]
The walkthrough-to-estimate gap is the most common place a deal goes quiet, since it depends on Dana's calendar and a manual write-up rather than an automated quote.
Delivery / fulfillment
Design-build jobs are led by Sofia Ramirez, who owns the design and oversees installation once the deposit is in. Maintenance and snow removal are run by Marcus Bell's crews on set routes.
Design-build timelines vary by scope and are not standardized. [NEEDS CLARIFICATION: typical design-build project timeline] Maintenance runs on a weekly schedule April through November; snow removal is on-call during winter storm events, December through March.
Service-level expectations
- Response time: Maintenance clients get a next-business-day reply from Marcus. [VERIFIED: 2026-07-12]
- Deliverable cadence: Weekly service visits during the maintenance season (April-November). Snow contracts promise cleared driveways by 7am after any two-inch-plus snowfall. [VERIFIED: 2026-07-12]
- Escalation path: Not documented beyond the crew lead. [NEEDS CLARIFICATION: who handles an issue that Marcus can't resolve?]
Last updated: 2026-07-12
What is a products and services document?
A products and services document lays out what a business sells, what it costs, how a lead turns into a customer, and what happens after the sale. It is the file an AI reads before it drafts a quote, answers a pricing question, or writes a follow-up to a prospect.
Without it, an AI is guessing at prices and skipping steps in the sales process. Ours is generated from a two-minute questionnaire at /start, free to start.
Questions
About this sample.
Is Evergreen & Oak a real business?
No, it is fictional. Using a made-up business lets us show a complete, unredacted document. The structure, length, and honesty markers match what the generator produces for a real business.
Why does the sales process list who owns each step?
Because that is what makes it useful to an AI. A generic "lead to close" flow does not help; naming who does the walkthrough, who writes the estimate, and where it usually stalls does.
What do the [VERIFIED], [UNVERIFIED], and [NEEDS CLARIFICATION] tags mean?
Honesty markers. Facts you confirmed get a dated [VERIFIED] tag, reasonable inferences are marked [UNVERIFIED], and real gaps are flagged [NEEDS CLARIFICATION] instead of filled in with a guess.
Can this replace my pricing sheet or CRM?
No. It is a reference file for your AI, not a source of truth for live pricing or deal tracking. Update it when your offerings or terms change so the AI stays accurate.
How do I get one for my business?
Answer about six questions at /start. The generator writes this file along with the rest of your knowledge base in one pass. Starting is free and takes about two minutes.
Get a Products & Services written for you.
Answer a few questions and the generator writes yours, with your details instead of a fictional business. Free to start.