Free tool
Marketing
Quote follow-up planner
Enter a quote date and amount. Get a dated plan: a check-in text, a call and a final text, ready to copy.
Open the tool: Quote follow-up plannerFor tree companies with 2 to 5 crews
Every lead followed up, even on your busiest day
Thank you for coming. You have crews to keep busy, an office that is stretched, and leads coming in from every side. I know some of them slip through. Let us dissect where they go, then look at the fix.
Where a lead can get lost
- 1Call comes in while the office is on the other line.
- 2Form or Google message sits unread until evening.
- 3Estimate goes out, nobody follows up.
- 4Job is done, nobody asks for the review.
The system closes each of these four gaps.
I know you are facing this
More crews, more leads, and more of them slipping away
Leads land in five places
The office line, your cell, the foreman, website forms, Google messages. Nobody sees all of them, so some never get a reply.
Busy days are the leaky days
When every crew is out and the office is on another call, new leads wait. The busier you get, the more you lose.
Quotes go out and go quiet
You send a written estimate. The homeowner does not answer. Nobody has time to chase it, so it just fades.
You cannot see the pipeline
How many estimates are open? Who said maybe? Which crew is booked next week? The answers live in heads and text threads.
Let us dissect why
Why leads slip as a tree company grows
- 01
Speed decides many jobs
Homeowners often ask two or three companies for a quote and go with the one that replies and shows up first. A lead that waits half a day may already be talking to someone else.
- 02
Calls still go unanswered at your size
About 27% of calls to home-service businesses go unanswered, and under 3% of those callers leave a voicemail (Invoca). Having an office person helps, but nobody can take two calls at once.
- 03
Few tree companies make it easy to reply
In our October 2026 check of 6,842 tree companies, 92% of the 4,108 websites we checked gave no way to text the business, and 93% had no online booking. If you are the easy one to reach, you stand out.
- 04
Follow-up is nobody's job
In most small companies, follow-up depends on someone remembering. It is the first thing dropped on a busy day. A written follow-up plan that runs by itself fixes that.
How much could slow replies cost you? Put in your own numbers and see.
Run the numbersThe fix
One system for every lead, from first call to review
Your crews keep working. Your office stops juggling. Every lead gets a fast reply, a clear owner and a follow-up until it is a yes or a no.
01
One lead inbox for the whole team
Calls, texts, website forms and Google messages in one list on every phone. Each lead shows who owns it and what happens next.
02
Missed-call text-back in 30 seconds
When the office line is busy or nobody picks up, the caller gets a text from your business number and can reply with the address and photos.
03
AI receptionist for overflow (300 minutes a month included)
Takes the calls your team cannot, collects the details and offers an estimate slot. Your office reads the summary and keeps going.
04
Automatic quote follow-ups
A polite text the next day and again a few days later, until the homeowner says yes, no or not now. Your team only steps in when they reply.
05
Online booking and review requests
Homeowners pick an estimate slot from a link. Finished jobs get a short review request with your Google link.
06
A monthly report in plain English
Calls caught, replies, estimates booked, quotes won and reviews added, so you can see what is working.
Each part has its own page on our services list. See the full system.
The process
Live in 7 days, without slowing your crews
- Day 1Kickoff call, about 45 minutes, with you and whoever answers the phone. We map where leads come in today and who handles them.
- Day 2We write the texts, follow-ups and receptionist script. You approve them in about 10 minutes.
- Days 2 to 6Carrier registration for business texting (3 to 7 business days). We set up the lead inbox for your team, the website and the Google profile.
- Day 7Live. Every new lead lands in one place and gets a reply. We watch every conversation for the first two weeks.
- Day 30First plain-English report: what came in, what was booked, and what to change.
After 60 to 90 days of results, many companies add Local Dominance to bring in more calls. Not before.
Do it yourself first
Write your follow-up plan in ten minutes, free
Our free quote follow-up planner gives you the texts and the timing for every open estimate. Print it, hand it to your office, and start today. Nothing you type leaves your browser.
A simple rule to start with
- Day 0: estimate sent, with a short thank-you text.
- Day 1: "Any questions about the quote?"
- Day 4: "Want me to hold a spot on the schedule?"
- Day 10: a last, friendly check-in.
A starting point. Change the days to fit how your customers decide.
The offer
Start with every lead caught
$497 a month
$997 setup, or $297 for the first 3 founding clients. No long contract. Cancel with 30 days' notice.
If it doesn't bring you 3 extra booked estimates in 60 days, we refund your setup fee.
The 60-day refund applies to the setup fee. It needs you to do your part: forward your calls, approve the texts in week one, and share the jobs you book. In return, founding clients give us a case study and a short video testimonial.
Honest note: we have no tree-service clients yet. Our first case studies are planned for December 2026. We take one company per metro area.
Questions growing companies ask
We already have an office person. Do we still need this?
Often yes. A good office person is worth a lot, but they cannot take two calls at once, and they go home at night. The system backs them up: it texts missed callers, catches after-hours leads and runs the follow-ups so they can focus on scheduling and customers.
Can my whole team see the leads?
Yes. The lead inbox works on every phone you add. Each lead shows its status, so the office, the owner and the estimator see the same list.
How do the quote follow-ups work?
After you send an estimate, the homeowner gets a short, polite text the next day and again a few days later. It stops as soon as they reply. You approve the wording first, and you can change the timing.
Will it replace our current software?
Not necessarily. Many companies keep their scheduling or invoicing tool and use our system for calls, texts, follow-ups and reviews. We look at what you use on the kickoff call and keep what works.
What does it cost for a company with several crews?
The Core plan is $497 a month with a $997 setup, and the first 3 founding clients pay $297 setup. Phone carrier fees are billed at cost.
What comes after the first 60 days?
If the system is working, the next step is our Local Dominance offer (the Growth plan, $997 a month): local SEO, weekly Google posts, short videos and a review growth plan to bring in more calls. Only when you are ready.
How much of our time does setup take?
About 90 minutes in total in the first week: the kickoff call, approving the texts and setting up call forwarding. We do the rest.
Is there a guarantee?
If it doesn't bring you 3 extra booked estimates in 60 days, we refund your setup fee. No long contract. Cancel with 30 days' notice.
Do you have case studies from tree companies?
Not yet. We are signing our first founding clients now, and our first case studies are planned for December 2026. We would rather tell you that than show you made-up numbers.
Do you work with more than one company in my area?
We take one tree service company per metro area, so we never market you against another client.
Can we try anything for free first?
Yes. Use our free quote follow-up planner to write your own follow-up texts and timing. The speed-to-lead calculator shows what slow replies may cost you, using your own numbers.
Want to know where your leads go?
We check your Google profile, website and phone reply, and send a short, private audit. Free, no call needed.
Get my free 5-minute auditKeep reading
- The Never-Miss-A-Job SystemEvery part, the first 30 days and the guarantee.
- Follow-up guideHow to follow up quotes without being pushy.
- Local DominanceThe next step once every lead is caught.
- Hiring and crews guideGrowing from two crews to five, the people side.
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