PROJECT SCOPE/REQUESTS/OVERVIEW: NAME:
ADDRESS:
COMMENTS/FEEDBACK:
What prompted you to call us today?
Have you worked with a full-service landscape company before?
If YES: What prompted you to seek a new landscaping company?
If NO : May I take a moment to explain what our ongoing property care program includes?
When are you available for a call to schedule an onsite visit?
Time: 15 – 30 min onsite visit
Purpose: Walk property, get the scope of the maintenance that needs to be done, understand their requirements and goals.
Their agenda: Problem areas, areas of particular interest, and concerns.
Our agenda: Talk through property care program and assess.
Potential outcomes: Come back to the office to measure property, put together proposal, send it within 48 hours.
ADDITIONAL
CALL BACK INFO: ZILLOW VALUE: ASPIRE:
CITY: ZIP: EMAIL: TEL: 2ND: HOW DID
NEW ___ EXISTING __ ISSUE__ | TRANSFER _____________ CALL BACK __________ DB OSA GENH IRR OTHER _________________ DIRECT MAIL NEW HOME MONTHLY MICRO: _______________ COMMENTS: EVENT: ____________________ INTERNET SEARCH SOCIAL MEDIA PRINT AD: __________________ REFERRAL: _______________ SIGNAGE/TRUCK SOCIAL MEDIA OTHER: __________________
YOU HEAR ABOUT US?
PROPERTY CARE OSA LAWN CARE TREES MULCH ENH/FLOWER BED CONTAINERS IRRIGATION LIGHTING WATER FEATURE POOL LOCATION FRONT BACK SIDE SLOPE/HILL ___ ASPIRE CONTACT ___ ASPIRE PROPERTY ___ ASPIRE OPPORTUNITY ___ ASSIGNED DESIGNER ___ EMAIL SENT TO
DATE: TIME: AM PM
Does this property address exist in Aspire associated with another name?
| No If yes; Name: ZILLOW VALUE: DB $90K PC$13K DESIGNER | NEW LEADS ASPIRE
Yes
TR1OSALEADFORM 052024
OSA TIER TWO QUESTIONS
