The one-page tree surgery business plan.
Seven boxes, one evening. Print it, or save it as a PDF from your browser's print dialogue, and put it somewhere you'll see it on the first of the month.
Business
Name, owner, date of this plan.
Plan reviewed on
First of each month. Tick when done.
| Jan | Feb | Mar | Apr | May | Jun |
| Jul | Aug | Sep | Oct | Nov | Dec |
1. Where the business is now
Crews and people. Typical job and price. Days worked a month. Where the leads come from (top three sources).
2. What growing means, in one sentence
Second crew, bigger jobs, or a wider area. Pick one.
3. Twelve months from now
Crews. Turnover band. The kind of work. What you'll have stopped doing yourself.
4. The three numbers I'll track every month
Suggestions: real day rate, days on site a month, quotes sent versus jobs booked, enquiries by source.
| Number | Today | Target | Where I get it from |
|---|---|---|---|
5. The one hire
Who (climber, groundie, office). Subcontract first or employ. When. Employers' liability sorted before day one.
6. What could go wrong
Insurance gaps. Kit failure. Weather and season. You getting hurt. What's the plan for each.
7. Marketing, in order, with a monthly budget
Google Business Profile and reviews first. Website with a page per service and town. Paid ads as the tap. Van, uniforms and quotes matching.
| Step | Start | Monthly budget | Done |
|---|---|---|---|
From How to grow a tree surgery business by TreeLine Marketing Agency, treesurgeonmarketingagency.co.uk. Free to print and share.