Owner’s worksheet · Tree service
How to read tree service call quality.
A long call is not automatically a good job. Record whether the request fits your crew, area and services, then follow it through the estimate.
Start with the work requested
Separate removal, pruning, stump grinding, tree care and storm requests. Record uncertain scope without diagnosing remotely. The estimator can update the category after assessment.
Check whether you could serve the request
Mark service area, relevant equipment and known scheduling constraints. A profitable small stump job near other scheduled jobs may fit better than a large removal far outside it. Do not rank every inquiry by apparent job size.
Track the response as an event
Record whether the call was answered, returned and connected with the customer. A callback attempt is not a conversation. Note the next agreed action and the person responsible.
Follow the estimate through to work
Count appointments arranged, estimates completed, quotes accepted and completed jobs separately. A customer who has not decided remains open. Keep repeat calls under the original inquiry reference.
Turn reasons into decisions
Many out-of-area calls suggest checking targeting. Planned removals lost before an estimate may need clearer scheduling. Missed calls require an operational response owner. Increasing ad spend is only one possible action.
A record your office can use.
Copy these headings into your existing job or inquiry record.
- Inquiry reference
- Removal / pruning / stump / storm
- Area & access fit
- Answered / returned / connected
- Estimate completed?
- Job accepted / completed
- Reason / next action
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 can improve inquiry capture and follow-up. Your business remains responsible for tree assessment, safe working methods, emergency handling and scheduling.
See the work
Try the worksheet with a worked example.
Planned tree removal: 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.