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Soft Skills Every Sales Arborist Needs

Soft Skills Every Sales Arborist Needs

Written by Eric Petersen, CIC

Recently I was reading an article in an insurance magazine written by Kellie Lail (IA Magazine May 2025) that struck deep within me when thinking about sales arborists. All too often trees care companies move veteran arborists into the sales role simply because they’ve been with the company the longest or they understand how long it takes to complete the jobs. Management rarely assesses the individual for their people or sales skills. And worse yet, there are few tree care companies that actually have a plan to develop their sales people, which is why this article stood out to me. 

In the article, the author outlines six crucial soft skills that sales people need to possess to be successful. When reading through these six skills, think about how solid your current sales team is at each and what ways you could support growth in each area.  

1. Active Listening – This is number one for a reason. As professionals, every time a sales arborist goes on a sales call, they probably have predetermined what needs to be done before the customer even opens up their mouth. Seasoned sales arborists likely have created the whole plan in their heads while walking up the driveway to talk to the customer. Obviously experience is a huge benefit to the customer but the sales arborist must be able to actually listen to the customer and not make assumptions on what they want/need. Ask probing questions to try and get at the real reason for the call. For tips on how to dig deeper on a sales call, check out this article

2. Empathy – Let’s face it, most of the calls you receive from customers and potential customers revolve around an “issue” they are having with their trees. It may be a real issue for the health of the tree or present a risk to property damage, but sometimes the issue they call about is an easy fix. Regardless of what the issue is, a successful sales arborist will have the ability to empathize with their customer and talk on the emotional level with them. Showing empathy helps the customer feel heard and builds trust immediately between parties. We know people don’t buy services from people they don’t trust so use empathy in the beginning of your sales call to start on the right foot. 

3. Effective Communication – Providing top notch care can be a bit nuanced at times and your customers don’t always understand why you need to do the job the way you need to, so being able to effectively communicate with the customer is vital. Remember they called you to fix an issue for them that they’ve never had before or do not know how to fix it. Being able to directly explain what, when and how your team will resolve their issue is paramount to closing the sale. Effective communication doesn’t stop with the sales call, it must continue throughout the entire customer journey. For more on how to improve the entire customer journey, check out this article.  

4. Problem Solving – certainly being able to diagnose the issue and offer proper recommendations is one of the key skills of sales arborists and probably where most shine. But as we know, many projects have things that come up while the work is being done. The more the sales arborist can discuss potential problems and prepare both the customer  and their team with solutions, the smoother the sales process and better  experience for everyone involved. 

5. Adaptability and Emotional Resilience – A  true sales professional understands that they will be challenged on their proposals from time to time and certainly will hear the word “no” from potential customers. Sometimes it feels like that’s all the sales arborist hears during the day, but it is how they respond to those challenges that defines whether or not they will be successful. Every time a job is lost or a proposal is challenged, the sales arborist needs to have the internal resilience to learn from the experience and move onto the next one. If they are open to learning and growing from missed sales or mistakes they will out perform their sales goals faster than you would imagine. 

6. Attention to Detail – Lastly, it is very important to pay attention to the details when selling tree work. Especially if the sales arborist will not be at the jobsite when the work is being done. Specific notes about the property and work zone, the customer themselves, the neighbors, other trees, etc. should all be clearly detailed so the crew that shows up can fulfill the contract as efficiently as possible. 

How is your sales team with these six soft skills? Hopefully this article either confirms that your sales people have what it takes to be successful or has identified areas that you can help improve to better your whole team. If you’re struggling with training your sales team, reach out to an ArboRisk team member to get started with our Sales and Marketing Thrive Package.  

How Much Should My Tree Care Business Insurance Cost?

How Much Should My Tree Care Business Insurance Cost?

Written by Eric Petersen, CIC

As we all know, running a tree care business comes with unique risks; utilizing heavy equipment, working at height, and unpredictable weather conditions all make proper insurance coverage an essential part of doing business. Therefore, I want to address one of the most common questions we get asked by tree care business owners.

How much should I be spending on my business insurance?

A Good Rule of Thumb: 3–5% of Gross Revenue

As a general guideline, tree care companies should expect to spend between 3–5% of their total gross revenue on comprehensive business insurance. This includes essential coverages such as:

  • General Liability – Covers third-party injuries and property damage.
  • Commercial Property – Protects buildings, office contents, and other physical assets.
  • Inland Marine – Insures equipment and tools while in transit or on job sites.
  • Business Auto – Covers company vehicles, from pickups to bucket trucks.
  • Umbrella Liability – Provides additional liability coverage above primary policies.
  • Workers’ Compensation – Covers medical expenses, lost wages, and rehabilitation costs for employees injured on the job, and is typically required by law.

What Impacts Your Premium?

Insurers evaluate many aspects of your business to determine premium rates. Understanding these variables can help you actively manage costs and secure better coverage.

1. Claims History

A clean loss history demonstrates that your company operates safely and responsibly, often resulting in lower premiums. Frequent or severe claims—especially Workers’ Comp or liability claims—can lead to substantial rate increases.

2. Years in Business & Experience

Insurers look favorably on businesses with a track record of safe operations. The more experience your team has, the more confident underwriters feel in providing lower rates for your business.

3. TCIA Accreditation

Accreditation from the Tree Care Industry Association (TCIA) signals a commitment to industry best business and safety practices, which can positively impact your rates across multiple policy lines.

4. Credentials and Designations

If your staff includes Certified Arborists, CTSPs (Certified Treecare Safety Professionals), or other credentialed professionals, it demonstrates a culture of professionalism and safety.

5. Safety Programs

Documented safety protocols, regular crew training, daily job briefings, and participation in formal safety programs can significantly reduce Workers’ Comp and general liability exposures.

6. Vehicles and Equipment

The type, value, and usage of your fleet and machinery affect premiums. Specialty trucks, like grapple crane trucks, chippers, and aerial lifts require tailored coverage and often carry higher insurance costs.

7. Location

Where you operate also has a direct effect on your rates. High-traffic urban areas often come with higher auto and liability premiums. In addition, the legal climate—how likely lawsuits are in your state or city—can significantly influence liability and Workers’ Comp pricing.

8. State Regulations and Local Risk Factors

Insurance companies will also consider weather patterns, terrain, regulatory enforcement, and state-mandated Workers’ Comp rates when evaluating your risk.

Making Insurance Work for You

You’ve probably heard me say that insurance is NOT risk management, but only part of it. Smart tree care business owners understand this and treat insurance as a proactive part of their risk management strategy, not just a line item. Here are a few tips to keep costs in check:

  • Work with an agent or broker who specializes in the tree care or green industry.
  • Invest in safety training and certifications to improve your risk profile and reduce claims.
  • Maintain detailed documentation for inspections, safety meetings, and incident reporting.
  • Review your coverage annually as your operations, crew size, or revenue change.

While 3–5% of gross revenue is a solid benchmark for insurance costs in the tree care industry, there’s no one-size-fits-all answer. By understanding what drives your premiums—and taking steps to manage risk and improve safety—you can protect your business, take care of your team, and position yourself for sustainable growth.

If you are struggling with developing a risk management program for your company, please reach out to an ArboRisk team member or sign up for our Thrive New Heights Risk Management Package today!

Smarter Sales Process = Less Risk

Smarter Sales Process = Less Risk

Written by Eric Petersen, CIC

One of my favorite aspects of TCIA’s Winter Management Conference is the ability to meet and connect with the amazing people of the tree care industry and this past February was no exception. I was honored to meet Jeff Wraley of Groundwork and began a dialogue on how a tree service could utilize technology to improve their sales process and drastically reduce the risk that their team faces every day. 

After meeting each other at the conference, Jeff and I connected on a handful of occasions to learn even more about each other’s services which led us to recording a ½ hour podcast together as well. You can check out that here

The majority of our conversation revolved around how a tree service could reduce their risk by implementing a streamlined sales process that helped identify the specifics of projects before a sales person even got to the property. 

Think about your sales process for a moment. How many jobs/projects do you or your sales people go out to visit each day that really don’t fit your company’s sweet spot or don’t really need a salesperson to see? If you are like most tree services, there are likely a lot of jobs that fit in those descriptions.

This is where our conversation got interesting, because one of the largest risks to a tree service comes from driving to and from the job site. In fact 38% of the claims that our insured tree services file comes from auto accidents! If your company can reduce the travel time for estimates, you will be reducing the number of hours on the road thereby reducing the chance of getting in an accident. In addition you also will be reducing the wasted fuel costs and time spent chasing projects that won’t fit your company. 

For those of you who have followed ArboRisk for a while, you know that I firmly believe sales and marketing are a vital part of risk management and my conversation with Jeff solidifies that even further. 

I strongly encourage you to watch the video that Jeff and I recorded and think about how you can streamline your sales process and at the same time reduce the risk to your organization.

If you are struggling with your Sales and Marketing, reach out to an ArboRisk team member today to begin our Thrive Sales & Marketing Package.

2025 Marketing Trends

2025 Marketing Trends

Written by Katie Petersen

What’s in store for the marketing world in 2025? Here are 5 things to keep on your radar as you plan out your marketing for 2025:

Putting Data at the Center

Do you analyze your marketing data? How often? Like most companies, you probably don’t do it as often as you should or thoroughly use it to shape your entire marketing plan. (It’s okay – the struggle is real!) That being said, 2025 is the year to put data at the center of your marketing plan. Analyze how your customers buy and when. What time of year is more popular for purchasing? What type of ads do they respond better too? Understanding how and why your customers buy will put your company at an advantage.

Analyzing data will become driven even more via AI. If you’re unsure of how AI can integrate into your data, I suggest doing some research to figure out how you can more easily utilize AI to get better data results. Once you have the results, it makes it 10x easier on your marketing team to identify trends and craft messages around things that truly resonate with your customers!

Utilizing Voice Command and Search

How often do you say, “Hey Alexa?” Or when was the last time you stated, “Siri, who won the game last night?”

2025 will see an even bigger rise in voice commands and voice search. At least 35% of US households own some type of smart speaker. So how can you tailor your marketing to be optimized to voice search? Instead of traditional SEO organization, voice commands are more likely to follow a natural speaking flow. For example:

Traditional SEO command: Best tree care companies in Milwaukee

Voice search: Alexa, what are the best tree companies near me?

Make sure your marketing is tailored to not only traditional SEO but also to voice search and command as well!

Genuine Human Connection

In a world that is becoming more and more enveloped in AI, it is important to remember that the majority of humans still crave genuine interaction with others. While AI can completely streamline your entire marketing process, it is also important to step back and analyze what AI should do vs. what should remain in the hands of human beings.

AI can feel performative and almost creepy at times. It is important for humans to remain at the helm of storytelling, personalization and design so that your marketing still resonates with your customers. 

Push for personalization

What was once a nice-to-have is now absolutely a must-have when it comes to crafting your marketing to tailor to the individual. Consumers not only demand personalization, they actively crave it – and they expect the company they are purchasing from to meet their needs. So how do you deliver even more personalization at a larger scale? Utilize AI!

AI can assist you in diving deep into your data to understand what prompts your customer to purchase from you. Utilize AI to sweep through your data to help you understand when, how, and what prompts your customers to buy from you. Be wary, however, of relying completely on AI. While AI can be excellent for data and technical aspects of marketing, be sure to keep a human voice in your copy and design. Remember: customers are craving personalization and genuine human interaction!

Video is King

If you’ve been on any social media platform, you know that video is still King. That will not change in 2025. In fact, marketers expect the use of video to rise even further throughout 2025.

Short-form video will continue to dominate in 2025 via TikTok, Instagram Reels, and YouTube Shorts. In the last year, these platforms have become content search engines, meaning that your video content should be optimized to perform well in a search setting. 

While short-form video is still dominant, 2025 will see a rise in long-form video as well. This is most often seen on YouTube but Instagram recently increased their Reels length to accommodate videos 3-minutes in length. Keep this in mind for longer, more in-depth marketing ideas.

 

Stay tuned as we navigate this exhilarating voyage through the ever-evolving landscape of marketing trends in 2025!

If you’re concerned that your marketing tactics aren’t ready to take on 2025, reach out to an ArboRisk team member to start our Thrive Sales & Marketing Package!

Winning the Tree Care Transfer Portal

Winning the Tree Care Transfer Portal

Written by Eric Petersen, CIC

Like it or not, managing the transfer portal has become a large part of college sports programs in recent years. With the end of the college football transfer portal getting a lot of attention lately, I couldn’t help but think that a transfer portal exists today in the tree care industry. Of course there is no formal system in the tree care industry with rules and deadlines, but employers often find themselves battling over the same employees who are willing to jump from company to company. 

 So how can your tree company win the transfer portal issue affecting our industry?

  1. Admit it – Acknowledge that employees always are looking to improve their situation. No one likes to think this about their team, but if we hide in the sand and pretend it isn’t happening, that isn’t going to help you. Understand that it is human nature to always want to have a better work situation and do not blame your employees for that. Instead, embrace it so you can work with your team members proactively instead of seeing them flee to another company without you having a chance to keep them. 
  2. Create and develop your company’s identity – At ArboRisk, we talk a lot about developing your company’s brand and culture and for good reason. Everything that happens within your company comes down to who are you as a company and what you stand for. If you do not intentionally develop your company’s identity, it will be created on its own. Do you really want that happening? For help creating your desired company culture, check out this article from one of our Thrive consultants, Kevin Martlage. 
  3. Offer attractive compensation and benefits – Attracting and retaining top talent takes a significant financial investment from the company, however, it is not always about dollars and cents. Being creative with the benefits that you offer your team can more than make up a $.50 pay increase that another employer may give. To do this you need to know what your employees value. Vacation days, the opportunity to get overtime, equipment allowances, group outings, traditional benefits like health, dental, life and disability insurance, continuing education, travel to conferences, whatever it may be, make sure your employees value those perks and that you talk about them to continue to focus on how you appreciate them as employees on your team. 
  4. Focus on employee development – If you want better employees, then you need to help them get better. When you actively help your employees get better they talk to others about how awesome their employer is, which brings other great employees to your team. One of our Thrive consultants, Joseph Toppi, wrote an article on this exact topic a few years ago that gives great advice on how to develop your team. Here is the link to 5 Secrets to Better Employees

If you are struggling to find and retain top talent, reach out to an ArboRisk team member today to learn how the Thrive Hiring & Recruiting Package can help you win the transfer portal problem within the tree care industry.