Tree planting intake that flags ownership and utility answers first
Homeowners share how many trees they want planted, whether the trees are already purchased, and whether utility lines have been marked, plus site photos — so you see the real scope before committing to an estimate.
The exact intake your tree planting leads complete
This is the real 7-question guided intake for Tree Planting — the same flow your customers finish before you ever pick up the phone.
What a qualified tree planting lead should tell you
Installation of new trees on a residential or commercial property, including site placement, soil prep, and initial planting — distinct from care of existing trees like trimming or removal.
- Many Trees Want Planted
- Already Purchased Or Selected
- Property This Planting
- Know Location Any Underground
- Property Owner Or Authorized
- Would Like Planting Take
- There Existing Irrigation Or
The questions your team needs answered
Every tree planting intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| How many trees do you want planted? | Tree count signals job size and revenue potential, from a single backyard tree to a multi-tree commercial install. |
| Have you already purchased or selected the trees to be planted? | Whether the trees are already purchased tells you if you'll need to help source species or simply handle installation. |
| What type of property is this planting for? | Segments the lead so you can route, price, and prioritize it correctly. |
| Do you know the location of any underground utility lines in the planting area? | Knowing whether utility lines are marked upfront tells you if a locate service is needed before your crew can dig safely. |
| Are you the property owner or authorized to approve this planting? | Confirming ownership or authorization prevents wasted estimate visits on properties where the requester can't approve the work. |
| When would you like the planting to take place? | Planting timeline helps you prioritize immediate requests against enquiries that are still planning for a future season. |
| Is there existing irrigation or a water source near the planting site? | Separates real opportunities from leads that aren’t a fit yet. |
How Cliont scores tree planting leads
Every answer is weighted automatically — no manual review required.
Value signals
- 1 tree
- 2-5 trees
- 6 or more trees
- Not sure
- Know Location Any Underground: yes
- Property Owner Or Authorized: yes
Disqualifiers
- Not sure yet
See the lead your team receives
Tree Planting 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 planting workflows
| Cliont capability | Tree Planting application |
|---|---|
| Lead scoring | Weighs property ownership authorization and utility-line knowledge heavily so unauthorized or utility-unknown leads are flagged before a crew is dispatched. |
| Conditional branching | Adjusts intake depth based on tree count, distinguishing a single backyard tree from a six-plus tree commercial install. |
| Photo and document upload | Collects site photos and species details upfront so you can assess placement and soil conditions before visiting. |
| CRM routing | Sends qualified planting leads with property type and planting timeline attached straight to your CRM for scheduling. |
Common tree planting lead scenarios
Requester isn't the property owner
Someone fills out the form on behalf of a rental or managed property and answers no to being authorized to approve the work, which scores low and flags for sign-off before you schedule an estimate.
Utility lines unmarked
A homeowner wants several trees planted but doesn't know where underground utility lines run, prompting a lower confidence score until locate service is arranged.
Large commercial install
A property manager requests six or more trees for a commercial site and has already selected the species, producing a high-value lead worth prioritizing for an on-site estimate.
Undecided homeowner, no timeline
A homeowner selects 'Not sure' for tree count and 'Not sure yet' for timing, generating interest worth a follow-up rather than an immediate estimate booking.
Connect Cliont to your workflow
Send leads
HubSpot, HighLevel, Salesforce, JobNimbus
Book jobs
Google Calendar, Outlook Calendar, Calendly
Notify your team
Email, SMS, Slack
Automate follow-up
Zapier, Webhooks, API
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 tree care intake templates
Tree Planting lead-intake FAQs
How does the intake handle someone who isn't the property owner?
The authorization question scores a 'no' answer at the lowest weight in the catalog, so those leads are visibly flagged rather than routed as ready-to-schedule.
What happens if the homeowner hasn't decided on tree count or species yet?
The tree-count question includes a 'Not sure' option that still scores as genuine interest, so undecided homeowners are captured for follow-up instead of dropped from the pipeline.
Does the intake check for underground utilities before I quote?
Yes — homeowners are asked whether they know the location of underground utility lines in the planting area, so you know upfront whether a locate service is needed.
Can the form tell residential jobs apart from commercial ones?
The property type question separates residential, commercial, and rental or managed property, so larger commercial planting jobs can be routed and prioritized differently.
Is there a separate intake for trees that need care instead of new planting?
Yes — Tree Health Assessment and Tree Trimming cover existing trees; this intake is specifically for new tree installations.
Does the form ask about water access at the planting site?
Yes — homeowners are asked whether existing irrigation or a water source is near the planting site, which helps you plan the watering conversation ahead of the estimate.
Turn tree planting visitors into qualified jobs
Give every tree planting visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you drive out.