Lead Qualification Process for Landscaping

This Lead Qualification Process gives landscaping contractors a clear framework for reviewing new client inquiries. It gathers details about project type, property size, design scope, budget, and timeline. By documenting these factors early, contractors avoid wasted site visits on unqualified leads and focus on profitable opportunities. The process improves communication with homeowners and property managers, creating a more professional first impression. For sales teams, it ensures consistency and faster responses. With this qualification process in place, landscaping companies can streamline their pipeline, increase conversion rates, and strengthen long-term client relationships while protecting margins.

Receive initial inquiry or lead

Record lead information in CRM or lead tracking system

Conduct preliminary review of project type and location

Assess alignment with service area and trade scope

Evaluate project timeline and potential scheduling fit

Contact lead to gather more project details

Ask qualifying questions (e.g., budget, decision timeline, permitting status)

Determine lead source and referral origin

Score or rank lead based on pre-set qualification criteria

Decide whether to pursue, nurture, or decline the lead

Assign qualified lead to sales or estimating team

Schedule site visit or consultation if moving forward

Archive or categorize unqualified leads for future reference

Track outcome for continuous improvement in lead evaluation