What I've found helpful lately is to ask the customer to have a written list, and a simple map.
This works for a bid on work, or a consultation. I offer that we provide different service levels, from drop and leave, to the Tree Magician (a joke really) where everything disappears including the stump grinds, or anywhere in between. Please think about what type of disposal service you will be needing.
I think that this forces them look at, and consider what they want. I can take the list and map and see/ ask about their priorities. Knowing about what disposal options they want, helps me to take the whole scope of work in better as I walk the property with them.
For paid consultations, they feel like it is being taken more seriously, so they are more inclined to pay for a consultation. If I'm providing field notes, I write common and latin names, characteristics, etc. I can more easily contrast Cedrus deodar, Deodor(a) Cedar, drought tolerant and Thuja plicate, Western Red Cedar, not drought tolerant. I can point out a bit about the taxonomic system and show how closely/ distantly related some trees (and their characteristics) are.
Douglas-fir versus true firs (e.g. Noble, grand, subalpine).
The homeowner now will have a written name for each type of tree, and has the easier opportunity to find out more of the needs/ likes/ dislikes of all of their trees. Google!
Also, had I done it for a bid that I did, and got, today, I could have avoided 10 minutes of back and forth between the husband and the wife. He thinks this, she thinks that, he thinks this, she thinks that...
This homeowner homework can at least speed up a free bid, making it more affordable to the business.