Free planning tool for contractors

Build the path. Then add traffic.

Nine checks, climbed like a ladder. Mark each one as it really is today. The lowest rung that doesn't hold is your first fix.

ConversionONE · rungs 1-3

Turn an inquiry into a clear next step.

1Every call and form inquiry has a named owner
NO SPEND ABOVE A BROKEN RUNGCONVERSIONONERANKONETRAFFICSTART HERE?Every inquiry has an owner1. Not sure · first fix?Replies inside your hours2. Not sure?Open quotes have a next step3. Not sure?Site names work and areas4. Not sure?Public details are correct5. Not sure?Real jobs and feedback shown6. Not sure?Inquiries traced to a source7. Not sure?Ad leads to the right page8. Not sure?Spend fits margin and crew9. Not sure
Holds to rung 0 of 9. 0 of 9 answered.
2New inquiries get a reply during your stated hours
3Open quotes have a next follow-up task

RankONE · rungs 4-6

Help local people find and trust you.

4Your site names the work and areas you serve
5Your public business details are accurate
6People can see real jobs and customer feedback

Traffic · rungs 7-9

Bring the right people to a working path.

7You can trace inquiries back to their source
8Each ad or post leads to the service it promises
9Your spend fits your margins and crew capacity

A self-check, not a live audit. "Works" means you have tested it yourself. No ranking, lead or revenue promise.

Verify inquiry handling first.

Rung 1: Every call and form inquiry has a named owner

Send a test form and make a test call. Confirm both reach one visible queue with an owner and next task.

Proof it works: Keep both test records with their source, time received, assigned owner and next task.

Get the full 30-day build order + PDF

Example: a three-crew roofer.

Made-up answers, run through the same rules as your ladder. Their replies are fast, but calls and web forms land in two places with no one owning them, and quotes go quiet.

  1. Every inquiry has an ownerPatchy
  2. Replies inside your hoursWorks
  3. Open quotes have a next stepNot yet
  4. Site names work and areasWorks
  5. Public details are correctWorks
  6. Real jobs and feedback shownPatchy
  7. Inquiries traced to a sourceNot yet
  8. Ad leads to the right pagePatchy
  9. Spend fits margin and crewNot sure

Fix inquiry handling first.

Send a test form and make a test call. Confirm both reach one visible queue with an owner and next task.

Their ads have the same gaps (no source, patchy page match), but those rungs sit higher. More clicks would land on a bottom rung that doesn't hold.

NO SPEND ABOVE A BROKEN RUNGCONVERSIONONERANKONETRAFFICSTART HEREEvery inquiry has an owner1. Patchy · first fixReplies inside your hours2. WorksOpen quotes have a next step3. Not yetSite names work and areas4. WorksPublic details are correct5. WorksReal jobs and feedback shown6. PatchyInquiries traced to a source7. Not yetAd leads to the right page8. Patchy?Spend fits margin and crew9. Not sure
Example. Holds to rung 0 of 9.

Three sections, one customer.

Each section has one job, one person who owns it, and one number to watch. Then test the handoffs between them, because that's where inquiries go missing.

Rungs 1-3

ConversionONE

Turn an inquiry into a clear next step.

Owner
Office / sales lead
Watch
Inquiries that become booked jobs

ConversionONE is our follow-up software for contractors. These checks work with whatever tools you use now.

Rungs 4-6

RankONE

Help local people find and trust you.

Owner
Website / local search lead
Watch
Qualified inquiries from local search

RankONE is our Google Business Profile management. These checks work whether or not anyone manages your profile for you.

Rungs 7-9

Traffic

Bring the right people to a working path.

Owner
Marketing lead
Watch
Cost per qualified inquiry and booked job

Ads, posts and referrals. The rungs you climb last, once the ones below hold.

  1. Source → pageSame service, area and next step on the ad or post as on the page it opens.
  2. Page → officeA contact record with source, time and a named owner.
  3. Office → crewAgreed scope, date and customer details, written down.

Put a name and a date on every rung.

Your first fix is free above. The full map turns all nine rungs into work your team can own, in the order to do it.

  • Your 30-day build order, from your answers
  • All nine checks: what to change and the proof to keep
  • The printable field guide with a weekly record sheet

First fix: Inquiry handling

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Questions

Why fix inquiry handling before traffic?

More clicks only help if someone answers the inquiries they bring. If calls and forms have no owner, extra traffic adds more unanswered inquiries. So the map puts those rungs at the bottom.

What if I'm not sure?

Leave it on "Not sure". That rung becomes a task to test it, not proof that it's broken.

Do I need RankONE or ConversionONE to use this?

No. The checks work with the tools you have. The names show which job each section does.