TREE SURGERY JOB-PHOTO & CASE-STUDY WORKSHEET
TreeLine Marketing Agency | Free working template | September 2026
https://treesurgeonmarketingagency.co.uk/tools/

Use one copy for each completed job. Fill in what actually happened; leave
unknown details blank. This is a publishing checklist, not a work method,
risk assessment or permission form. Keep private job records separately.

1. RECORD THE FACTS
Job reference (internal, not customer name):
Service carried out:
Town or general service area (not the customer's address):
Completion month:
What did the customer need help with?
What constraints affected the job?
What work did your team actually carry out?
What was the observable outcome?
Which facts can you support with job notes or approved photographs?

2. PLAN THE PHOTOGRAPHS
[ ] Before: a clear view showing the starting condition.
[ ] During: useful context, captured only when safe and authorised.
[ ] After: similar viewpoint so the change is easy to understand.
[ ] Finished site: the condition in which the team left it.
[ ] Avoid faces, house numbers, vehicle registrations and private details.
[ ] Check image location metadata before publishing.
[ ] Never interrupt safe working or stage unsafe activity for a photograph.
Approved image filenames:
Short factual caption for each image:

3. CHECK PERMISSION AND ACCURACY
[ ] Confirm permission to use the photographs and describe the work.
[ ] Record permitted channels and any restrictions in your private records.
[ ] Check rights for photographs supplied by someone else.
[ ] Check customer approval where agreed; no invented quotes or reviews.
[ ] Remove personal information that is not needed for the public story.
[ ] Verify any measurements, time saved or other numerical claims.
[ ] Mention qualifications or memberships only when current and applicable.
Internal permission-record reference (do not publish):
Checked by / date:

4. WRITE THE SHORT CASE STUDY
Headline: [service] in [town or general area]
The customer's request (one or two sentences):
The approach (two or three sentences about the actual work):
The result (one or two sentences, supported by evidence):
Photo captions (describe what is visible, without keyword stuffing):
Next step for a reader who needs this service:

5. PUBLISH AND REVIEW
[ ] Link the case study from the relevant service page or portfolio.
[ ] Resize/compress photographs and check them on a phone.
[ ] Write useful alt text for informative images.
[ ] Reuse an approved photo and short caption on your chosen social channel.
[ ] Check contact links and enquiry forms without sending a dummy enquiry.
Published page URL:
Publication date:
Review date (check permissions, accuracy and links):

Use the portfolio guide for examples of page structure:
https://treesurgeonmarketingagency.co.uk/blog/tree-surgery-portfolio/

EDITABLE GROWTH WORKBOOK AND WORKED EXAMPLES
https://treesurgeonmarketingagency.co.uk/tools/enquiry-tracker/
8-page guide and complete download pack:
https://treesurgeonmarketingagency.co.uk/toolkit/
