DATE: TIME: AM PM
PROJECT SCOPE/REQUESTS/OVERVIEW: NAME:
ADDRESS:
COMMENTS/FEEDBACK:
What prompted you to call us today?
How long have you been at your current residence?
Have you ever hired a full-service landscape company before?
Yes- are you currently using different companies for services like irrigation, fertilization, bed care, or lawn care?
What part of your maintenance routine would you like improved?
Does a certain day of the week work best for an onsite visit?
15 –
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:
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: __________________
HOW DID 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
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
Time:
30 min onsite visit
TR1OSALEADFORM 052024
OSA TIER TWO QUESTIONS
