Forest management plan intake that asks what your team needs to know
Ask growers and ranchers about acreage, their main goal for the land, and legal ownership before you schedule a site visit, and collect boundary maps or existing plan documents upfront so nobody drives out to the wrong parcel.
Preview your forest management plan intake
Explore 7 questions from the Forest Management Plan template. This interactive preview uses illustrative scoring and sample attachments. Open the full survey to try the complete intake.
What a qualified forest management plan lead should tell you
A written, professionally developed plan that documents current forest conditions and lays out actions for timber, wildlife, or conservation goals on a specific parcel, from the perspective of what the intake needs to confirm before scheduling a site visit.
- Own Or Have Legal
- How Many Acres Forested
- Main Goal Forest Management
- Plan Meet Requirements Specific
- This Land Ever Had
- Soon Forest Management Plan
- There Any Known Access
The questions your team needs answered
Every forest management plan intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Do you own or have legal management authority over the forested land? | Confirms the enquirer can legally authorize forestry work on the land, filtering out inquiries from people without decision authority over the parcel. |
| Approximately how many acres of forested land are involved? | Acreage tier sizes the fieldwork and equipment a forester needs to plan for before quoting or scheduling the site visit. |
| What is the main goal for your forest management plan? | The stated goal, whether timber harvest, conservation enrollment, or wildfire reduction, determines which specialist and plan template the request routes to. |
| Do you need the plan to meet requirements for a specific program or certification? | Signals that the plan has to meet a specific program's technical standards, which often means more data collection and a longer engagement. |
| Has this land ever had a forest management plan or timber inventory before? | Tells the forester whether this is a fresh inventory or an update to existing data, which changes the scope and cost of the work. |
| How soon do you need the forest management plan completed? | Separates landowners ready to move now from those still exploring, so the team can prioritize which site visits happen first. |
| Are there any known access restrictions or boundary issues on the land? | Flags property access or boundary complications the crew needs to know about before scheduling equipment or personnel on site. |
How Cliont scores forest management plan leads
Configured answer weights help your team prioritize follow-up. Your team reviews each submission and decides the next step.
Value signals
- Own Or Have Legal: yes
- Timber production or harvest
- Wildlife habitat improvement
- Enrollment in a conservation or tax program
- Recreation or aesthetics
- Wildfire risk reduction
Disqualifiers
- Not sure yet
See an example lead handoff
Illustrative lead details and score show how a submission can reach your team.
Forest Management Plan Lead
From first click to qualified lead
Follow homeowners and property managers through one smooth, guided flow.
They land & meet you
Your video greeting plays instantly — a real face instead of a blank form.
They explain the job
Smart questions adapt to their job and capture the full scope.
They add photos
Damage photos and details come attached, so you assess before you drive out.
You get a ready lead
Scored and qualified — waiting for you to win it.
Built for forest management plan workflows
| Cliont capability | Forest Management Plan application |
|---|---|
| Conditional branching | When a lead selects enrollment in a conservation program as their goal, the intake follows up with the certification requirement question so foresters know upfront whether program-specific documentation is needed. |
| Lead scoring and routing | Acreage tier and management goal combine to score a lead's commercial weight, separating a large timber harvest tract from a small aesthetics-focused parcel before either reaches the CRM. |
| Field flags for dispatch | A yes answer on access restrictions or boundary issues attaches a note to the lead record so the site visit is planned around the complication instead of discovered on arrival. |
| Scope detection | The prior plan question tells the assigned forester whether this is a new inventory or an update to existing data, which changes the quote and the documents requested from the landowner. |
Example forest management plan lead scenarios
Illustrative situations explain the intake questions and possible follow-up.
Conservation program enrollment
The landowner needs the plan to satisfy a tax or conservation program requirement, flagged through the goal and certification questions, which routes them to a forester who handles program paperwork.
Large-acreage timber tract
A rancher with over 500 acres wants a plan built around timber harvest, signaling a higher-value engagement that needs more field time and equipment than a small parcel.
Small recreational parcel
An owner of under 20 acres is mainly interested in recreation or aesthetics, which the intake still qualifies but scopes as a lighter engagement than a commercial timber tract.
Wildfire risk, needs it now
A landowner selects wildfire risk reduction as the goal and wants the plan completed as soon as possible, a combination that should move straight to the top of the site-visit queue.
Unclear management authority
Someone inquires on behalf of family land but isn't sure they hold legal management authority, which the intake flags for verification before a forester commits time to a site visit.
Connect Cliont to your workflow
Connect your CRM
HubSpot, HighLevel, monday.com
Connect your legal software
Lawmatics, MyCase, Clio Manage and Clio Grow
Notify your team
Email, SMS, Slack
Configure other destinations
Google Sheets, configured webhooks, Zapier and API workflows
Simple, transparent pricing
Choose the plan that works for your business.
Professional
Unlimited intake forms and leads for your growing business.
- Unlimited intake forms
- Custom video greetings
- AI-powered voice bot
- English + Spanish support
- Automatic lead scoring
- Digital estimates & e-signatures
- Photo, video & file upload
- Advanced analytics dashboard
Pay Per Lead
Only pay when you receive a qualified lead.
- Unlimited intake forms
- Custom video greetings
- AI-powered voice bot
- English + Spanish support
- Automatic lead scoring
- Digital estimates & e-signatures
- Photo, video & file upload
- Charged only for submitted leads
More arboriculture and forestry intake templates
Forest Management Plan lead-intake FAQs
How does the intake tell a commercial timber tract apart from a small recreational parcel?
The acreage question and the stated management goal together indicate scope, so a 500-acre timber harvest request and a 15-acre recreation request are scored and routed differently.
What if the person submitting the enquiry doesn't actually own the land?
The intake asks directly whether the enquirer owns or holds legal management authority over the forested land, and answers without that authority are flagged before a site visit is scheduled.
Does the intake capture whether land is being enrolled in a conservation or tax program?
Yes, enrollment in a conservation or tax program is one of the listed goal options, and a separate question confirms whether the plan needs to meet a specific program's requirements.
How are access or boundary problems on the property handled?
A direct yes/no question asks about known access restrictions or boundary issues, so field crews can see the flag before equipment or personnel are dispatched to the property.
Can the intake tell if a forest management plan already exists for this land?
It asks whether the property has ever had a plan or timber inventory before, and distinguishes a current plan from an outdated one, which changes whether the engagement is a fresh inventory or an update.
How quickly does an urgent request get flagged for follow-up?
The timeline question separates landowners who need the plan as soon as possible from those still exploring options, so time-sensitive requests surface ahead of exploratory ones.
Turn forest management plan visitors into qualified jobs
Give every forest management plan visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you drive out.