DEFINE THE SITE, USE, AND LANDSCAPE GOALS
Record what you observe and want. Leave design, diagnosis, selection, and requirements to qualified people.
Home & Property · FREE PREPARATION PACK
Landscaping site brief and service-scope comparison worksheet
A useful landscaping proposal starts with the same site, use and appearance goals, observed conditions, access facts, elements to keep or change, service boundaries, and desired handoff. This helpful preparation resource from PickYourPro.ai helps you organize those inputs, ask how a provider separates design, installation, establishment, and ongoing care, assign responsibilities, and compare the same written scope without selecting plants or products, designing grading, drainage, or irrigation, or interpreting property or local requirements.
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This worksheet is preparation, not landscape design, plant or product selection, grading, drainage or irrigation design, soil or plant diagnosis, pesticide or fertilizer advice, utility or property-line interpretation, permit or water-rule guidance, construction specification, environmental advice, health or safety advice, contract advice, or legal advice. Site conditions, products, professional roles, and local requirements vary and must be verified for the actual property.
START HERE
How to use this resource
Describe how each area is used, what should stay or change, visible site conditions, sun or shade you observe, access, occupants, pets, existing landscape elements, and available documents. Do not interpret property lines, utilities, drainage, irrigation, soil, plant health, or rules. Ask the provider to verify existing conditions, explain design and selection responsibilities, itemize proposed materials and quantities, identify coordination needs, define installation and cleanup, describe establishment or maintenance responsibilities, and state assumptions, exclusions, timing, complete price structure, and written terms.
Open the PDF in a form-capable viewer, save a copy, then fill it in. Reopen your saved copy to check your answers. You can also print the blank pages and write by hand. Your answers are not submitted to PickYourPro.ai.
ORGANIZE SITE CONDITIONS, ACCESS, AND RECORDS
Describe logistics and available documents without interpreting property, utility, water, or site conditions.
MAP DESIGN, INSTALLATION, AND CARE ROLES
Tick items to discuss. The provider must verify site conditions and propose appropriate work.
QUESTIONS FOR THE LANDSCAPING PROVIDER
Record the answer and the site note, drawing, itemized scope, schedule, or written term that supports it.
COMPARE THE SAME LANDSCAPING SCOPE
Use A and B in every box. Clarify different site, design, material, or care assumptions first.
USE IT RIGHT NOW
Landscaping preparation checklist
- Describe the areas, current uses, desired uses, appearance goals, priorities, and elements you want to keep, remove, relocate, or add.
- Record visible sun or shade, slopes, wet or dry areas, soil appearance, existing plants, hardscape, irrigation, drainage, and damage without diagnosing them.
- Gather available site plans, surveys, utility information, irrigation records, plant lists, photos, HOA material, and other records without interpreting them.
- Note gates, paths, parking, staging, storage, occupants, pets, neighbors, operating hours, protection needs, and cleanup or haul-away expectations.
- Ask who is responsible for site review, design, measurements, plant and material selection, quantities, substitutions, utility coordination, and local approvals.
- Separate design, preparation, installation, establishment care, ongoing maintenance, irrigation or drainage coordination, cleanup, and handoff in writing.
- Ask what credentials, insurance, permits, utility checks, water rules, product instructions, or specialist coordination apply; let the provider verify them.
- Compare the same areas, goals, materials, responsibilities, timing, complete price structure, allowances, substitutions, changes, handoff, and written terms.
Questions to ask a landscaping provider
- How will you review the site, uses, goals, existing conditions, access, records, and unknowns before confirming the scope?
- Who is responsible for design, measurements, plant and material selection, quantities, substitutions, utility coordination, and any approvals?
- What preparation, removal, protection, grading or drainage coordination, irrigation coordination, installation, cleanup, and haul-away are included or excluded?
- What plants, materials, products, quantities, sizes, sources, allowances, substitutions, and warranties or replacement terms will be listed in writing?
- What establishment care, watering or maintenance handoff, owner responsibilities, follow-up, and ongoing service are included or separate?
- Who performs the work, what credentials or insurance do you present, and how do timing, complete price structure, changes, payment, and issue resolution work?
Write down the answers and any exclusions. If two proposals describe different work, clarify the difference before comparing their totals. Leave unanswered points blank until the professional confirms them.
A CLEARER NEXT STEP
Ready to hear from pros?
Create an account on PickYourPro.ai and start a Landscaping request if you choose; this step is optional. Share non-sensitive site, use, access, and service-scope facts so participating pros can compete with proposals. Compare proposed areas, materials, responsibilities, timing, complete price structure, changes, handoff, written terms, and fit.
Start a new request ↗Participation and availability vary. A site visit and existing-condition review may be needed before a final proposal.
Keep the useful part.
The worksheets are free to use whether you hire through PickYourPro.ai or elsewhere. No account is needed to download them.
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More help with your next step
Official references and scope
These are original planning prompts, with AI assistance, prepared by PickYourPro.ai. Official links checked October 10, 2026. This pack has not been independently reviewed by a licensed specialist.
- EPA WaterSense: Landscaping Tips ↗
EPA WaterSense highlights how site use, climate, sun and shade, soil and site conditions, plants, maintenance, and water efficiency affect landscape planning. This worksheet uses those topics only as questions for a site-specific professional review.
- FTC: How To Avoid a Home Improvement Scam ↗
The Federal Trade Commission provides consumer guidance on evaluating home-improvement offers and getting key terms in writing. This worksheet converts those broad consumer topics into neutral scope and provider questions.
Linked organizations do not endorse PickYourPro.ai. Report a correction.