Screening Tree Service Leads From Meta Lead Forms
How to set up Facebook and Instagram lead forms that tell you the job before you call.
Key Takeaways
- Use the Higher intent instant form type, which adds a review step and reduces accidental submissions.
- Ask for job type, tree size, location relative to structures and a ZIP code.
- Request a photo by text right after the form, so your estimators can size many jobs without a visit.
- Call or text within minutes, and decline poor-fit jobs politely and quickly.
On This Page
Your lead form should tell you what the job is before you call: the type of work, rough tree size, whether the tree is near a house or power lines, the location and a photo. Set the form to Higher intent, keep it to three or four short questions and follow up with a text asking for a photo. That screens out small or out-of-area jobs and lets your estimators put the work your crews want first.
Form Type
Meta's Higher intent form type adds a review screen before submission, and its optional phone verification cuts down on fake numbers. If you call every lead, the slightly lower volume is worth the better quality.
Questions That Screen Jobs
- Type of work. Removal, trimming or pruning, stump grinding, storm damage, other.
- Approximate size. Under 20 feet, 20 to 50 feet, over 50 feet.
- Location. Near a house, near a fence or shed, near power lines, open area.
- ZIP code.
Multiple choice answers keep the form quick on a phone and make leads easy to sort.
Photo Requests
Instant forms don't reliably collect photos, so send a text right after submission: "Thanks for reaching out to Oakline Tree Care. Could you text us a photo of the tree? It helps us give you a faster estimate." Many estimators can price a straightforward job from a photo alone.
Speed to Call
Connect your lead forms to your CRM or a notification tool so the office sees each lead the moment it lands. Text within minutes and call soon after. A homeowner with a worrying tree often contacts several companies, and the first one to respond often gets the estimate.
Turning Down Poor Fits
If a lead is outside your area or below your minimum job size, reply quickly and politely, ideally with a referral. A courteous no protects your reputation and your reviews. If too many poor fits come in, compare your forms with the other places tree service leads come from and move budget toward the sources that book more jobs.
Sending Quality Back to Meta
Record which leads turned into estimates and jobs, and send those outcomes back to Meta through a CRM integration where you can, so the campaign learns which leads matter. A tree service marketing agency should set up this loop and report on it every month.
Frequently Asked Questions
How many questions should a tree service lead form have?
Three or four short multiple choice questions plus contact details.
Can Facebook lead forms collect photos?
Not reliably. Ask for photos by text right after the form.
Should I buy tree service leads instead?
Shared leads from marketplaces go to several companies at once. Your own Meta leads come only to you, which usually means higher close rates.
Sources
- Meta Business Help Center facebook.com
- the first one to respond hbr.org
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