Free Tree Surgery Enquiry Toolkit
Build a business that wins the right work.
Find the next constraint. Track what happens to your enquiries. Turn the numbers into a practical plan for the next 30 days.
An editable workbook, worked examples and a guide you can use this week. No email needed.
What is holding growth back?
Choose the closest fit. You can change routes as you learn more about the business.
Bring in more suitable enquiries.
Choose a service and area where you have capacity. Make it easier for the right customer to find evidence, understand the offer and contact you.
Check progress: Measure suitable enquiries and booked work by source, allowing time for open quotes to resolve.
- Week 1
Choose the work you want
Write down one service, the areas you can cover and the team-days available. Record where your last 20 genuine enquiries came from.
- Week 2
Make the enquiry route clear
Check your website on a phone: service, area, relevant job evidence, working phone link and a short enquiry form. Keep your Google Business Profile information accurate.
- Week 3
Publish one useful job example
Show approved before-and-after photos, the request, what you did and the outcome. Link it from the relevant service page. Test one promotion activity within a budget you choose.
- Week 4
Judge suitability and outcomes
Review that same enquiry group: which were suitable, quoted and booked? Record open decisions and choose what to continue. Do not judge a source by raw call volume alone.
Give each enquiry a next step.
Before buying more traffic, find out whether customers are waiting for a response, a clearer scope or an agreed follow-up.
Check progress: Measure open enquiries without a next action, due follow-ups, and suitable enquiry-to-job rate.
- Week 1
Find the unanswered enquiries
Enter recent genuine enquiries in the tracker. Give every open row an owner, next action and date. Filter “Due now”.
- Week 2
Make the next quotation clearer
Check scope, access, waste removal, exclusions, availability and how to accept. Answer the question customers most often ask.
- Week 3
Follow up where expected
Check the quote arrived, answer questions and agree a next step. Respect a no; do not treat silence as permission for repeated chasing.
- Week 4
Review the same group of enquiries
Separate unsuitable requests, lost quotes and decisions still open. Compare quoted and booked work from that same group, then fix the most common obstacle.
Check the job mix and capacity.
Compare what each job leaves after direct costs and how much team time it uses. Then decide what work to pursue.
Check progress: Measure contribution per team-day and spare capacity. Contribution still has to cover overheads and profit.
- Week 1
Cost three recent jobs
Record agreed value, labour including owner time, disposal, fuel, hire and team-days. Calculate contribution, not just turnover.
- Week 2
Look for the difference
Compare contribution per team-day. Consider access, travel, complexity, repeat potential and how reliable your estimates were.
- Week 3
Set a realistic marketing target
Use your own contribution and conversion figures in the calculator. Check the extra jobs fit your available team-days before choosing a spend cap.
- Week 4
Choose the work to prioritise
Review the jobs you want more of, the cost assumptions to update and the enquiries you should qualify earlier. Set one change for next month.
Use the editable 30-day plan · Add your own owner, deadline and evidence of completion.
See where the next job gets stuck.
The enquiry tracker follows the same customer request from first contact through to booked work. It shows source, suitability, stage and the next action, with a review of what is converting.
- Flag overdue actions and missing follow-ups.
- Compare suitable enquiries and wins by source.
- Calculate job contribution and contribution per team-day.
- Keep fictional examples separate from your own records.
Fictional example, not a benchmark
Six enquiries. What do they tell you?
- Suitable enquiries
- 5
- Quotes sent
- 4
- Booked or completed
- 2
40% enquiry-to-job rate is two wins from five suitable enquiries. It is different from the 50% quote win rate.
One enquiry was outside the service area. Open quotes may still convert. The next action is to resolve the open decisions, then review this same group again.
Put it to work.
The complete pack includes the 8-page guide, editable enquiry tracker and action plan, worked example, printable business plan and quick-reference checklists.
Download the complete toolkit ZIPFree. No email required. The workbook starts blank; its example is on a separate tab.
Make the first 30 minutes useful.
Open the worked example, enter your recent enquiries, and give every open request a next action. Then choose one action for this week.
A routine your team can keep.
Monday: check capacity and due actions.
After each enquiry: update the tracker.
Friday: review outcomes and choose three priorities.
Keep contact details in your secure customer records; a job reference is enough for the workbook.
Get help putting it into practice.
Have the toolkit links and short practical examples emailed to you. Four welcome emails over two weeks, then a marketing tip each fortnight.
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