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A 12-month marketing plan for a small tree company

A month-by-month marketing plan for small tree companies. Fix the phone and the Google profile first, then reviews, the website, ads and storm season.

Umair Nawaz Updated 7 min read
Looking up at the branches of a large tree Marketing LIREVON GUIDE A 12-month marketingplan for a small treecompany lirevon.com
Photo: Looking up at the branches of a large tree by Hanna Lazar on Unsplash. All photo credits.
In this article (18 sections)
  1. The rule behind the plan
  2. The plan at a glance
  3. Month 1: Know your starting point
  4. Month 2: Fix the phone
  5. Month 3: Clean up your Google Business Profile
  6. Month 4: Start a review routine
  7. Month 5: Get the website to book jobs
  8. Month 6: Pick one local ad channel
  9. Month 7: Build a referral habit
  10. Month 8: Follow-up system
  11. Month 9: Prepare for storm season
  12. Month 10: Learn from the busy season
  13. Month 11: Stump grinding and add-ons
  14. Month 12: Plan the year ahead
  15. What if you only have time for three things?
  16. A seasonal note
  17. How to keep the plan alive
  18. Tools for this

Most tree company marketing advice is written for companies with a marketing person. You have a chainsaw, a crew and about one free hour on Sunday.

So here is a plan built for that. It covers twelve months, one main job per month, in an order that makes sense: fix what leaks first, then add what brings more people in.

I am Umair. I build phone and booking systems for tree companies, so I lean toward “answer every lead” before “buy more leads.” I think that is the honest order. You can disagree, and your own numbers will tell you who is right.

The rule behind the plan

Marketing has three parts: getting found, getting the call, and turning the call into a booked job. Most small companies spend money on the first part and ignore the other two.

According to Invoca, about 27% of calls to home-service businesses go unanswered, and under 3% of those callers leave a voicemail. If that is close to your shop, adding more ads just feeds a leaky bucket.

So the first months of this plan are about the phone. The ad money comes later.

The plan at a glance

MonthMain jobUseful tool
1Measure where you standWebsite and phone check
2Fix the phoneAnswer rate test
3Clean up Google profileProfile builder
4Start a review routineReview calculator
5Make the website book jobsService page outline builder
6Pick one ad channelMarketing budget calculator
7Build referralsReferral program planner
8Follow up on quotesQuote follow-up planner
9Prepare for stormsStorm capacity planner
10-12Review, add-ons, plan aheadPromo calendar

Try it: start with the marketing budget calculator so month 6 does not catch you by surprise. For the bigger picture, read the marketing guide, the local SEO guide and the lead sources guide. Terms you do not know are in the glossary.

Month 1: Know your starting point

Do not buy anything yet. Measure.

  • Count how many calls and form fills you got last month.
  • Estimate how many you missed. Your phone’s call log helps.
  • Write down your top three lead sources.
  • Check your Google profile as a stranger would.

You can run a quick check to see the basics. The goal is a one-page list of problems, ranked by how many jobs they cost you.

Month 2: Fix the phone

Decide who answers, and what happens when nobody can. Options include an office helper, call forwarding, an automatic text to missed callers, or an AI receptionist. The right answer depends on your call volume and budget.

Whatever you choose, test it. Call from a different phone at lunchtime and at 7 pm. See what a customer sees. The answer rate test is a simple way to track this over a few days.

Month 3: Clean up your Google Business Profile

For local tree work, your Google profile often matters more than your website. Fill every field: services, service area, hours, phone, website and photos. Add real photos of real jobs, not stock images.

Pick the right primary category and add the services you actually do. Then check your hours, especially around holidays and storms. A wrong hour is a missed call and a bad review waiting to happen.

Month 4: Start a review routine

Reviews are trust you can show. In our October 2026 check of 6,842 tree companies, the median company had 44 Google reviews. Where do you stand against the companies near you?

Set a simple routine: a text asking for a review soon after each finished job, with a direct link. One reminder. Then stop. Reply to every review you receive.

Never buy reviews or offer rewards for positive ones. It breaks Google’s rules and customers can often spot it.

Month 5: Get the website to book jobs

Your site has one job: help a stranger decide to call or request an estimate. You need a clear phone number, a simple form, your service area and a few honest photos.

Check that it works on a phone, loads quickly, and that the form actually reaches you. In our October 2026 check, 93% of the 4,108 tree company websites we looked at had no online booking option, so a simple booking path can help you stand out.

Month 6: Pick one local ad channel

Now you can spend. Choose one channel and give it three months before you judge it:

  • Local Services Ads, if your area has them and you can answer the phone
  • Google Ads on a few emergency and removal terms
  • Neighborhood and community pages, where a good reply is free

Set a monthly cap you can lose without panic. The marketing budget calculator can help you decide on a sensible share of revenue, and the LSA budget planner helps if you go that route.

Month 7: Build a referral habit

Tree work is often referred by neighbors, realtors, property managers, landscapers and HOA boards. These people want a dependable crew that shows up and replies.

Make a list of ten of them. Send a short, personal message: who you are, what you cover, how to reach you. Follow up after a good job. Keep it human.

Month 8: Follow-up system

Most estimates do not close the first time. Set a simple follow-up: a text the same day, another after three days, a last note after a week. Short and polite.

Keep a list of open quotes and look at it every Monday. Owners are often surprised by how much money sits in estimates nobody followed up on.

Month 9: Prepare for storm season

Storms bring a rush of calls you cannot take all at once. Plan before the weather arrives:

  • Who answers the extra calls, and where do they go?
  • What do you say to people who must wait?
  • Which jobs do you take first?
  • Which other crews can you call for help?

The storm capacity planner helps you work out how many jobs your crews can really handle. Write your emergency script now, not during the storm.

Month 10: Learn from the busy season

Look back at what worked. Which lead sources turned into paid jobs, not just calls? Which ad produced tire-kickers? Which review text got replies?

Cut one thing that did not work. Double down on one that did. Small changes beat big restarts.

Month 11: Stump grinding and add-ons

Customers who just had a tree removed often need a stump ground, hedge trimming or pruning. Ask at the end of every job, and send a follow-up text a few weeks later. Add-on work is often easier to win than a brand new customer.

Month 12: Plan the year ahead

Pull your numbers together: leads, bookings, revenue by source, reviews gained, ad spend. Set modest goals for next year, like “answer nearly every call” or “reach 100 reviews.”

Then repeat the plan, skipping what is already solid. Year two is easier because the base is built.

What if you only have time for three things?

Do these, in order: answer the phone, build the Google profile, collect reviews. Doing those three well is a strong start, even for a one-crew company.

If you want an outside view of where you stand, the free audit looks at these basics for your company.

A seasonal note

Tree work has busy and slow seasons that differ by region. Match the plan to your own calendar: the monthly calendar lists what tends to happen each month, and the seasonal demand calendar lets you mark your own. Move the months around if your storm season comes early.

How to keep the plan alive

A plan on paper does nothing. Put one task per month on your calendar with a date, and block thirty minutes each week for marketing. Review it on the first Monday of every month: what did I finish, what got in the way, what is next?

If a month goes badly, such as a storm or a sick crew member, do not restart. Move the task forward and keep going. Progress matters more than perfect order.

Tools for this

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About the author

Umair Nawaz, founder of Lirevon

Umair builds missed-call text-back, follow-up, booking and review systems for US tree service companies. Lirevon is a remote team that works US hours. Every article is written in plain English and uses no invented numbers.

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