Owner’s worksheet · Landscaping, hardscape & pools
How to qualify landscaping and pool leads.
Ask the questions that decide the next step. A maintenance request, a patio project and a pool build should not go through the same estimate process.
Start with the requested work
Use categories your crews recognize: maintenance, cleanup, design and installation, hardscape, pool build or pool renovation. If you do not offer a service, say so on the relevant page.
Confirm property and coverage
Ask for the project location and property type. Use your real service area and travel constraints. A recurring-maintenance opportunity and a one-off project can have different economics at the same address.
Establish stage and timing
Is the owner exploring ideas, collecting estimates or ready to schedule? Ask when they hope to start, then explain your actual availability. Treat early-stage prospects as early stage rather than automatically unqualified.
Discuss scope and budget at the right point
A short description may be enough for the first reply. A budget conversation can help determine whether a site visit or design stage makes sense. Do not invent a universal minimum or assume a number proves the project is profitable.
Assign a next action to open proposals
After the visit, record quote sent, next conversation, postponed, accepted or declined. Keep maintenance-plan starts separate from construction contracts. Judge a channel after enough time for that type of project to be decided.
A record your office can use.
Copy these headings into your existing job or inquiry record.
- Inquiry reference
- Maintenance / landscape / hardscape / pool
- Property & area
- Stage & timing
- Site visit / estimate
- Accepted / open / declined
- Next action owner
Use your own figures
What did a completed job cost to acquire?
Use costs and outcomes from the same group of inquiries. Include related management and page costs. Wait for an appropriate decision window; open estimates are not completed jobs.
Figures stay in this browser. They are not sent with an inquiry.
Enter all four figures to calculate. Enter 0 where a cost is zero.
Illustration: $1,000 in advertising + $500 in fees, 20 inquiries and 5 completed jobs = $75 per inquiry and $300 per completed job. This is not a trade benchmark. Compare costs with actual job margin; the calculator does not calculate profit or recommend a budget.
Stan Consulting handles the agreed marketing work. Your team owns design advice, site assessment, estimates, permits, construction and customer agreements.
See the work
Try the worksheet with a worked example.
Patios, pavers & retaining walls: page wording, useful questions and a record that keeps open inquiries separate from completed work.
Includes editable downloads. The sample inquiries are fictional.
How Stan Consulting builds and checks the workWork with Stan Consulting
Tell us which jobs you want.
Your trade, service area and the work you want more of are enough to start. We confirm the fit, scope and price before work begins.
Stan Consulting services are paid. Advertising spend is separate.