Marketing ROI reporting for tree service companiesYou know your crews' numbers to the dollar. Know your marketing numbers too.
Revenue Intelligence shows which marketing produces quotable leads, booked estimates, sold work, and repeat customers, and what to focus on next. It's the part of the Arborist Operating System™ (AOS) that looks across the whole customer journey and turns your marketing and sales data into smart business decisions.
Tree care companies we work with Trusted by tree care companies that lead their markets
Why tree company marketing reports fall short Drowning in reports. Starving for answers.
Most marketing reports tell you a lot about your marketing and very little about your business.
Sound familiar?
- You get a monthly PDF of rankings, clicks, and impressions, and none of it says whether you made money.
- You're not sure what's working, or why it stopped.
- Your report says one number, your ad platform says another, and your office swears it's a third.
- You can't tell if you're paying for bad leads or failing to follow up on good ones.
- You have no idea how much of last year's work came from repeat customers.
- Budget season comes and you set next year's spend on last year's gut feel.
When the company was smaller, you could fill those gaps from memory. As it grows, you can't, and every one of those gaps makes it harder to grow a profitable tree care business.
You can't put more money behind what's working if nobody can tell you what that is.
Questions Revenue Intelligence helps you answer Forget the vanity metrics. Get answers to the questions that GROW your business.
Revenue Intelligence is built around the questions owners and leadership teams ask, at every step of the customer journey, and answers them in plain English.
- Step 1
Getting found
- Which marketing channels bring in the type of work we want more of?
- Step 2
Responding
- Where are we losing inquiries before anyone quotes them?
- Are we paying for bad leads, or not handling good ones?
- Steps 3 and 4
Booking and selling
- Are Local Services Ads producing booked work, or just calls?
- Which sources turn into sold jobs?
- Step 5
Keeping customers
- How much of our work comes from existing customers, and is that growing?
- Step 6
Planning
- Are we on track for our goals this quarter?
- Which markets or locations deserve more budget?
- Are we spending enough on marketing, or too much?
- Back to step 1
Next month
- What should we change that will drive more leads, more revenue, and more profit?
- Actionable recommendations
- Meaningful metrics
- Tailored for 7-figure+ tree companies
How Revenue Intelligence works See the data that matters, from every marketing channel to every lead and every dollar sold
We start with one clean, lead-level record for every customer in the AOS Lead Hub, then connect it to your estimates, sales, and repeat work as your CRM data comes in.
Enhanced lead data
Every call, form, text, chat, and message is captured, classified by AI, cleaned up, and de-duplicated. You see unique contacts as well as the number of touchpoints for each one, so the homeowner who calls twice and texts once counts as one lead.
What the source says and what the customer says
We compare where the platform says a lead came from with what the customer told your team. You'll know if a prospect saw your trucks around town and then found your Google Business Profile to contact you.
New and existing customers
Every lead is tagged new or existing, so you can see how much of your work comes from customers you've already served.
Two-way CRM integration where possible
With HubSpot and Jobber, lead details go into your CRM and estimates and sales come back automatically, so leads are matched to the jobs they become.
Monthly matching where a live sync isn't possible
Some CRMs won't allow a live connection. We still send your lead details into them, and at Scale we match a monthly export of your estimates and sales to your leads, with AI doing the heavy lifting. It updates monthly instead of in real time.
Revenue by source and service
As your CRM data connects, you see sold work and revenue by marketing source and by service. Until then, we estimate revenue using your average job price and close rate, and we label it as an estimate.
Progress against your goals
We track your results against the goals in your growth plan every month, so you see a shortfall while there's still time to do something about it.
Lead reports and data dashboards by stage Reports you can act on, at every stage
What you see grows with your stage, starting with the leads every client sees each week.
Every stage
A Weekly Leads Report and a Monthly Leads Report showing each inquiry, where it came from, what the person wanted, how your team handled it, and whether it was a new or existing customer. The Monthly Leads Report also shows your progress against your goals, and your Client Success Manager (CSM) reviews it with you every month.
Performance
A standard dashboard with enhanced lead data, two-way CRM integration where possible, and progress against your 6-month growth strategy and key performance indicators (KPIs). We send a monthly reminder to check it, and your CSM and our strategists help you read it.
Scale
A custom executive dashboard with any metric we can pull the data for, leads matched to jobs and dollars, location-level views, and progress against your 12-month growth strategy and KPIs, by location and market.
For new clients, setup depends on account and CRM access, which usually arrives a few weeks after signing.
Why we report on calls and sold work Rankings don't pay your crews. Booked work does.
We report on calls, booked estimates, sold work, and repeat customers, because those are the numbers your business runs on.
Ranking and click data has become unreliable now that AI answers sit at the top of so many searches. Nobody can say with confidence what those numbers mean anymore, so we don't build decisions on them. Our internal teams still watch technical data to do their jobs well. Your reports stay focused on what drives revenue.
CRM integration for tree care companies Keep your CRM. We'll connect to it.
Revenue Intelligence works alongside the CRM you already use, so there's no second system to maintain.
We have two-way integrations with HubSpot and Jobber, and we can send lead details into most other CRMs. Every CRM is set up differently, so we review yours with you during Foundation and agree where leads should land before we connect anything. If your system can't connect directly, you still get full lead-level reporting.
- Two-way integrationHubSpot and Jobber: lead details go in, and estimates and sales come back.
- Lead details sent inMost other CRMs, so your team sees every lead where they already work.
- Full lead-level reportingAlways, even when your system can't connect directly.
Marketing data maturity path Better data, one level at a time
You don't need perfect data to start. Most companies start at level 1 or 2, and each GROWth System™ stage takes you further.
Level 1: Marketing visibility
Where inquiries come from.
FoundationMomentumLevel 2: Lead-to-estimate visibility
Where leads slip away before they're quoted.
MomentumPerformanceLevel 3: Revenue visibility
Which marketing channels produce sold work. Needs your CRM connected.
PerformanceScaleLevel 4: Operating intelligence
Marketing and sales data together for decisions about markets, services, and locations.
Scale
What Revenue Intelligence does not do No magic attribution. Just honest numbers.
We'll show you what we can measure, how we measured it, and what's still being connected.
- We don't promise closed-loop revenue reporting from day one. It builds as your CRM data connects.
- We don't claim every lead is tracked. Some homeowners will always find you through a neighbor, call your personal cell phone, or send you an email.
- Revenue is labeled "estimated" whenever it comes from your average job price and close rate.
Client results Strategy built on data
Tree Care Marketing Solutions ‘gets’ our business. In the years we've worked with them, they've always delivered, whether it's ad campaigns, email newsletters, local SEO, or amazing articles on our website. Plus, they stay up-to-date on all the latest changes in online marketing, proactively make strategic, data-based updates to our marketing tactics, and always have ideas for new ways to get in front of customers. They truly are our marketing partner, not just a vendor.
CJ BowkerAmerican Climbers · Hopkinton, MAStraight answers about marketing reporting for tree care companies Questions owners ask about reporting
Will I see revenue by marketing source right away?
Not on day one. Revenue by source depends on connecting your CRM, which takes access and setup. Until then, we estimate revenue from your average job price and close rate, and label it as an estimate.
Which GROWth System™ stage includes a dashboard?
Performance includes a standard dashboard with the data you need to make profitable decisions. Scale includes a custom executive dashboard built around the metrics you care about, by location and market. Momentum clients get the Weekly and Monthly Leads Reports, and the Monthly Leads Report shows progress against their goals, which they review with their CSM every month.
Can you show how much work comes from repeat customers?
Yes. Every lead is tagged as a new or existing customer, so every client can see the share of inquiries from existing customers. Revenue from repeat customers needs your CRM data connected.
Why don't you report rankings and traffic?
Because they no longer tell you much about your business. AI answers changed how people search, and ranking and click data has become unreliable. We report what drives revenue: calls, quotable leads, booked estimates, sold work, and repeat customers.
Why don't your lead counts match my ad platform?
Platforms count touchpoints. A homeowner who submits a form, sends a follow-up text, and then calls the next day can show up as three leads. We report unique inquiries (individual customers) and touchpoints separately, so you don't base decisions on inflated "lead" numbers.
Do I have to change CRMs?
No. We work alongside your CRM. If it can't connect directly, you still get lead-level reporting, and at Scale we match your estimates and sales to leads from a monthly export.
Who helps me make sense of the numbers?
Your Client Success Manager, through email, text, or phone during business hours, plus a scheduled monthly meeting where we review the numbers, discuss marketing and business performance, and agree on adjustments for the coming month. We respond within one business day (usually faster).
Discover what's holding back your business Find out what your marketing is really producing
The Growth Readiness Assessment shows where your company stands today and what's holding it back, including whether you can see which marketing is producing sold work. It's free, with no strings attached. Or call520-900-1226.