Lead Tracking
Landscaping Lead Tracking: Yard Size, Services, and Seasonal Follow-Up
June 25, 2026 · 4 min read
The exact fields landscaping reps need to log so quotes are fast, crews are prepared, and no seasonal upsell gets missed.
Fields that matter
- Yard size (front, back, side)
- Grass type and condition
- Current service provider (or self)
- Gate access and lock codes
- Pet type and name (crew safety and friendliness)
- Service frequency preference
- Seasonal interest (mulch, aeration, fall cleanup, snow)
- Photos of problem areas
Follow-up cadence
- Walkthrough done → quote within 24 hours
- Quote sent → 3-day callback
- Seasonal change → re-knock for upsell (mulch, aeration, snow)
- Annual renewal → quote 30 days before season starts
Territoryly's landscaping template keeps every yard detail in one place so crews show up prepared.