Revenue Intelligence
See the big picture and the detailsThe view across the whole journey. Shows which marketing produces quotable leads, booked estimates, sold work, and repeat customers, and what to focus on next.
Explore Revenue IntelligenceThe Arborist Operating System™ (AOS) The technology behind tree care growth.
The Arborist Operating System (AOS) is how we fine-tune your marketing and turn it into a profitable revenue-generating asset: we bring in the right prospects at the right time in the right location(s), help every lead get fast answers, booked estimates, and timely follow-up, and show you exactly which dollars produced each type of work.
GROWth Team (optional): trained people at every handoff
AOS Lead HubOne clean record per customer, from first contact to closed job to repeat work
Tree care companies we work with Trusted by tree care companies that lead their markets
What AOS means for your tree company Your tools already work. They just don't talk to each other.
Most established tree companies already have plenty of tools: a website, Google listings, ads, a phone system, and a CRM. The problem is that each one only knows its own piece of the story.
Your ad platform knows who clicked. Your phones know who called. Your CRM knows who got an estimate and who paid. Nobody can follow one customer from the first search to the sold job, so nobody can say which marketing paid off. At a smaller company, the owner fills the gaps from memory. As the company grows, that stops working.
AOS connects those pieces.
It runs alongside the CRM and phones you already use, so your team doesn't log into anything new. You keep running your company the way you do now. You just see far more of what happens between the first click, the signed job, and the next time that customer calls.
How the AOS components fit together Three engines, one connected record, and people in the middle.
The Arborist Operating System has three engines, each with its own job.
Demand Engine
Get foundGet found by the right customers, in the markets you want, for the work you want: website, Google Business Profile, local listings, search and AI visibility, reviews, content, Local Services Ads, and paid search.
Explore the Demand EngineConversion Engine
Respond, book, and follow upRespond to every inquiry, qualify it, book the estimate, and follow up until the customer decides. Then keep past customers coming back for more.
Explore the Conversion EngineGROWth Team
The people in the middleWe train and certify your office staff to answer, qualify, book, and follow up consistently. It can be added to any stage.
The AOS Lead Hub
The data that makes the differenceThe AOS Lead Hub underpins all of it, giving you one cleaned, de-duplicated record for every valid lead. No more overcounting each call as a "lead," even if it's the fourth time they've called about the same job. Lead data follows each individual from first contact to sold job and repeat work. We set it all up as we build your Foundation, so you can be confident that you're getting real numbers with real meaning.
The AOS component engines don't get equal weight for every client.
A company with plenty of calls and slow follow-up needs more help from the Conversion Engine.
A company with great response and too few calls needs more of the strategies and tactics from the Demand Engine.
We determine the best mix of options based on your unique needs and goals.
How AOS facilitates the customer journey Follow one call from search to signed job, and back again.
Here's what happens when a homeowner with a leaning maple finds your business online on a Tuesday afternoon.
Get found.
She searches "tree removal near me" and sees your Local Services Ad, your Google reviews, and a page about the exact work she needs.
Respond and qualify.
She calls while your office manager is on another line. The call is tracked, so we know where it came from. She gets a text back right away and answers a few questions about the tree.
Book and follow up.
She books an estimate. After the visit, automated follow-up keeps the estimate from going cold until she decides.
Win the work.
Your arborist sells the job. That part is yours. We help make it easier.
Keep and grow the customer.
After the job, she gets a review request. Next season she hears from you about plant health care for the oaks in her backyard, and her neighbor gets a postcard.
Know what works.
We classify the lead as quotable, note that it came from Local Services Ads and, as your CRM data connects, match it to the sold job and to the work she buys next.
Step 6 feeds back into step 1. If removal leads from Local Services Ads keep turning into sold work and repeat customers, we know where your next dollar should go.
AOS Lead Hub and lead classificationOne clean record for every customer that consolidates all their calls, form submissions, and messages.
The AOS Lead Hub contains lead data that has gone through our AI classification system or come from your own systems, then been cleaned up and de-duplicated so it reflects only the real leads you get.
That matters more than it may seem. One homeowner might call, text twice, and then fill out a form. Most reporting counts that as four leads. We report the touchpoints and the unique inquiries separately, so your spending decisions aren't based on inflated numbers.
Every lead is classified:
- Quotable or not
- Answered or not
- During or after business hours
- Service requested
- Inside or outside your service area
- New or existing customer
- Estimated lead value
Spam gets blocked from calling any of our clients again and doesn't show up in your lead numbers. Your Weekly Leads Report, Monthly Leads Report, and dashboard all draw on the same record, so your reports agree with each other.
Why it matters for AI. Every company will have AI tools soon. What sets the results apart is the data underneath. AI pointed at messy, duplicated, disconnected data gives you confident wrong answers. Our AI works on cleaned, connected data, so the patterns it finds are ones you can successfully act on.
See how we classify leadsMarketing data maturity levels 1 to 4 Start where your data is today. Build for where you want to go.
You don't need perfect CRM data to start. We meet you where your data is today and build up from there, stage by stage.
| Level | What we can show you | What it means for you | Typical stage |
|---|---|---|---|
| 1Marketing visibility | Every call, form, text, and message, by source | You know where inquiries come from | Momentum |
| 2Lead-to-estimate visibility | Which leads were quotable, answered, and booked as estimates | You can see where leads slip away | MomentumPerformance |
| 3Revenue visibility | Sold work and revenue by source and service, once your CRM data connects | You know which marketing pays for itself | PerformanceScale |
| 4Operating intelligence | Marketing and sales data together across markets, services, and locations | You can plan budget, hiring, and expansion using real numbers | Scale |
Level 3 depends on connecting your CRM to our AOS Lead Hub system. Until then, we estimate revenue from your average job price and close rate (and we label it as an estimate).
AOS at every GROWth System™ stage Every GROWth System stage runs on AOS, tailored for what you need.
Every client benefits from AOS from day one. What changes as your company grows is how much data we connect and what we recommend doing as a result. We never want you to pay for tools, tactics, or strategies that won't pay you back where you are right now.
Momentum
The focus here is on the Demand Engine to build sustainable, owned visibility and leads, plus the Weekly Leads Report, Monthly Leads Report, and lead classification so you know how everything is working.
Performance
We add paid search to the Demand Engine, plus enhanced capabilities of the Conversion Engine: instant response to every inquiry, an AI chatbot trained on your business, automated follow-up on leads and estimates, customer programs, two-way CRM integration where possible, and a standard dashboard that shows you live lead data 24/7.
Scale
Use the full depth of our Revenue Intelligence engine to expand and consolidate data collection by branch location, customer ZIP codes, and service line. Match leads to jobs, dollars sold, and profit margins. Add a custom executive dashboard with the metrics that matter to you and a 12-month integrated growth strategy.
Foundation Every client starts here
We build the connections that give you the data you need, starting with lead tracking from every available (and applicable) source. Your Weekly Leads Report starts as soon as data comes in, usually within two weeks of getting access to your accounts. We also review your CRM set-up and recommend improvements, plus help refine your lead handling process.
What AOS does not do What we won't promise you.
We'd rather tell you the limits of the Arborist Operating System up front (no one likes surprises).
- AOS doesn't replace your CRM, your office staff, your salespeople, or your arborists. It protects speed and consistency, and it supports the people doing the work.
- We don't guarantee revenue, rankings, or placement in AI answers. No one legitimately can.
- We don't claim every lead is tracked or that attribution is perfect. We show you what we can measure, how we measured it, and what's still being connected (or isn't run through our lead tracking system).
- Your results depend on your marketing and also on your team's response, sales process, capacity, pricing, and market. We help with all of those, and you run the business.
Client results What owners say about working with TCMS
Play Jeff Van Meter's video testimonialBeing a tree company owner, I'm not a marketer, and I don't have a business degree. TCMS was very helpful with any questions I had and guided me through the whole process.
Jeff Van MeterOwner, Top Notch Tree · South Shore, MAArborist Operating System questionsStraight answers about AOS for tree care companies
What is the Arborist Operating System?
AOS is how Tree Care Marketing Solutions connects a tree company's marketing, lead response, estimates, and repeat customers on one clean record. It shows which marketing produces sold work and feeds that back into the next round of marketing.
Is AOS yet another software my team has to learn?
No. AOS is how we run your marketing and lead response, and we do the work. Your team keeps using your phones and your CRM; there's no need to learn a new system. You see the results in your reports and, from Performance on, your dashboard.
Do I have to change CRMs?
No, you don't. AOS works alongside the CRM you already use. We're integrated with HubSpot and Jobber, with other CRMs coming online over the next months. If we can't connect directly, we still report on every lead, and at Scale we'll even match your estimates and sales to leads from a monthly export if needed.
Is AOS part of every GROWth System stage?
Yes, it is. AOS underpins success at every GROWth System stage. All three engines are part of each stage. What varies is which parts of the Demand Engine, Conversion Engine, or Revenue Intelligence are most helpful at each stage, so we focus on different parts at different stages.
How soon will I see my first lead report?
Usually within two weeks of getting access to your existing website and accounts.
Does AOS use AI?
Yes, we use AI where it helps, such as to classify leads and to power the chatbot and instant responses. It helps us clean and connect data to give you reports that show only real leads. But AI has to have a place and a purpose; it's not used for everything. At TCMS, people make the judgment calls: your CSM, our strategists, and your own team have important roles to play.
What's next in your growth story? Find out where your work is slipping away.
Take the quick (but thorough) Growth Readiness Assessment to see what's preventing your company from hitting your growth goals. It's free, takes only 5 minutes, and there are no strings attached. If you'd like to walk through your results with us in person, you can also book a call at the link below.