Walk the site. Leave with a shared plan.

Create a site-visit brief that separates customer goals, verified scope and questions still needing review.

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BookedWork Pro · FREE planning toolLandscape
Project Brief01 Customer goals & site details02 Observations & proposed scope03 Selections & open questions04 Responsibilities & next stepsPRINT / SAVE PDF EDITABLE WORKING COPY

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From a conversation to a clear document

A shared starting point for the site visit.

Keep customer goals, confirmed observations and unresolved decisions distinct—before the project moves forward.

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Fictional example · Not a quote or agreement

Landscape project brief

Sample Green Co. · Example property

Customer goal: Refresh the front planting bed with a simpler maintenance plan. Retain the existing tree.
Site observations: Existing bed and path observed. Final measurements, access for materials and plant selections still to confirm.
Scope & next step: Discuss removal, bed preparation, planting and cleanup. Confirm selections, exclusions and a written price before approval to proceed.

Illustrates document structure only. Use your own reviewed details. No work, price or appointment has been agreed.

Your project brief

Use actual, reviewed details. A planning document is not a site assessment, legal contract, invoice or automatic booking.

Your companyYour landscaping businessCustomer / project contactUse your actual customer detailsProject address / referenceSite addressWhat the customer wants the space to doUse, appearance, maintenance preferences and the priorities you heard.Verified site observationsAccess, staging, existing features and measured areas. Mark unknown dimensions and conditions for review.Work being considered / agreed scopeSeparate removal, preparation, planting, materials, installation, cleanup and handoff. State what is still provisional.Exclusions and unresolved specialist questionsIdentify questions for qualified review: drainage, grading, structures, utilities, permits or other work outside your scope.Selections and customer responsibilitiesPlant/material specifications still to confirm, approvals, access and who maintains or waters completed work.Timing, availability and constraintsSite-visit date, decision deadlines, material availability and weather dependencies. Distinguish targets from confirmed dates.Customer budget discussion / pricing status (optional)Optional; record an actual discussion without presenting a guess as a quoteChange approval and next stepWho reviews open questions, who approves scope/price changes and what happens before work begins.

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Review it with the customer, then keep your own copy.

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