Know which tree farm leads are worth a site visit
Every enquiry captures the farm's acreage, species mix, and whether a management plan is already active, along with property maps and site photos, so you know the ground and equipment needed before scheduling a site visit.
Preview your tree farm management intake
Explore 6 questions from the Tree Farm Management template. This interactive preview uses illustrative scoring and sample attachments. Open the full survey to try the complete intake.
What a qualified tree farm management lead should tell you
Tree farm management is the ongoing oversight of a planted stand, from a new planting through to harvest-ready growth, covering spacing, health, and production goals. Qualifying it means confirming the farm's current stage, acreage, species mix, and whether the person requesting help actually owns or manages the land.
- Current Stage Tree Farm
- How Many Acres Tree
- Trees Primarily Grown On
- Have Active Management Or
- Owner Or Authorized Manager
- Main Goal This Tree
The questions your team needs answered
Every tree farm management intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What is the current stage of your tree farm? | The farm's current stage, planning, establishing, mature, or approaching harvest, tells your crew what kind of site visit to prepare for. |
| Approximately how many acres does your tree farm cover? | Acreage determines the equipment and crew size needed on site, preventing a small crew being sent to a large stand or the reverse. |
| What type of trees are primarily grown on your farm? | Species mix tells you which specialist should handle the visit, since pruning, spacing, and harvest needs vary by species. |
| Do you currently have an active management or forestry plan for this land? | Whether an active management plan already exists is weighted highest of any answer here, making it the sharpest signal for how ready the lead is to act. |
| Are you the owner or authorized manager of this land? | Confirming the respondent owns or is authorized to manage the land is weighted almost to the maximum, since anyone else can't grant site access. |
| What is your main goal for this tree farm? | The stated goal, timber production, conservation, or commercial sales, tells you which service track and pricing conversation to prepare before the visit. |
How Cliont scores tree farm management leads
Configured answer weights help your team prioritize follow-up. Your team reviews each submission and decides the next step.
Value signals
- Planning a new planting
- Young trees establishing
- Mature, growing stand
- Approaching harvest
- Not sure
- Have Active Management Or: yes
Urgency signals
- Have Active Management Or
See an example lead handoff
Illustrative lead details and score show how a submission can reach your team.
Tree Farm Management 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 tree farm management workflows
| Cliont capability | Tree Farm Management application |
|---|---|
| Weighted scoring engine | Raises a lead's score when they confirm an active management plan and confirmed land ownership, surfacing the highest-priority farms first in your CRM. |
| Multi-choice fields | Captures mixed species compositions in a single answer, instead of forcing a farm into one species bucket. |
| Conditional CRM routing | Routes leads by stated goal, timber production or commercial sales to one pipeline, conservation or aesthetic use to another. |
| Required uploads | Requests property boundary maps and site photos before scheduling, so your crew arrives prepared for the actual acreage instead of guessing from a phone call. |
Example tree farm management lead scenarios
Illustrative situations explain the intake questions and possible follow-up.
Active plan, ready to act
A mature stand with an existing forestry plan scores near the top of the intake's weighting, since documented land is faster to schedule and act on.
No formal plan on record
Young trees establishing with no active management plan still qualify, but at a lower weight, flagging the need for a baseline assessment before further commitment.
Large acreage, uncertain stage
An owner unsure what stage their over-100-acre stand is in gets flagged for a diagnostic call, so equipment and crew size aren't decided on guesswork.
Ownership needs verifying
When the respondent isn't confirmed as the land's owner or authorized manager, the lead is weighted down until access and authorization can be verified.
Commercial sales vs. conservation goal
Two farms of similar acreage but different stated goals, commercial tree sales versus conservation, need routing to different service tracks and pricing conversations.
Connect Cliont to your workflow
Connect your CRM
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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
Tree Farm Management lead-intake FAQs
How does the intake avoid sending a crew to the wrong size property?
The acreage question sizes the job before you commit resources, so a stand under 5 acres and one over 100 acres don't get the same equipment or crew dispatched.
Can the form confirm the person requesting service actually owns the land?
The ownership question is weighted almost to the maximum, so leads that can't confirm they own or manage the land are flagged for verification before you schedule anything.
What happens when someone doesn't know what stage their tree farm is in?
The 'Not sure' answer still routes to your CRM, just at a lower score, so you can follow up with a diagnostic conversation instead of dropping the lead.
Does the intake separate leads that already have a forestry plan from ones that don't?
Yes, the active management plan question carries a higher weight for 'yes' than 'no,' making it one of the sharpest urgency signals in this intake.
How does the intake handle mixed-species tree farms?
The species question allows multiple selections, so a farm growing both hardwoods and Christmas trees is captured accurately instead of forced into one category.
Will the intake tell me if a lead's goal is commercial versus conservation-focused?
Yes, the stated goal, timber production, commercial tree sales, conservation, or recreational use, comes through on every lead so you can route it to the right track.
Turn tree farm management visitors into qualified jobs
Give every tree farm management visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you drive out.