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, which lets estimators size many jobs without a visit.
- Call or text within minutes, and decline poor-fit jobs politely and quickly.
On This Page
A tree service lead form should tell you the job before you call: the type of work, rough tree size, whether the tree is near a house or 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 estimators prioritize the work your crews want.
Form Type
Meta's Higher intent form type adds a review screen before submission, and its optional phone verification reduces fake numbers. For a business that calls every lead, the slightly lower lead 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 do not reliably collect photos, so send a text immediately 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 straightforward jobs from a photo.
Speed to Call
Connect lead forms to your CRM or a notification tool so the office sees each lead immediately. Text within minutes and call soon after. Homeowners with a worrying tree often contact several companies, and the first 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 reviews.
Sending Quality Back to Meta
Record which leads became estimates and jobs, and send those outcomes to Meta through a CRM integration where possible, so the campaign learns which leads matter.
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 www.facebook.com