ES StudiosFree agency ecosystem planner

Find where your agency’s leads go missing.

A lead passes through six handoffs on the way from your first post to a happy client. Mark each one and the switch shows which to fix before you pay for more traffic. Start with who you help.

Marketing connections
For
local home-service businesses
Offer
a website and follow-up setup
From
helpful posts and partner introductions
  1. 1. Get foundWorking
  2. 2. Earn trustWorking
  3. 3. Keep the leadMissing
  4. 4. Stay usefulMissing
  5. 5. Start the workNot tested
  6. 6. Keep the loop goingNot tested
2/6 marked workingSelf-check, not measured
Every socket is a handoff. Tap one to edit its answer.

Example answers are loaded. Replace the brief and check each connection below.

Check my six handoffs

Mark each of the six handoffs

Choose “Working” only after checking the handoff. If you are unsure, choose “Not tested.” Your desk switch updates with every answer.

  1. Get found

    Does one source bring the right people to your offer?

  2. Earn trust

    Can a buyer see what you do and why it fits them?

  3. Keep the lead

    Does each inquiry reach a named person with contact details?

  4. Stay useful

    Do interested people get a useful reply and a next step?

  5. Start the work

    Can a ready buyer book or request a clear next step?

  6. Keep the loop going

    Do clients have a next check-in and a way to refer others?

The loop back: questions from clients and the work you do for them give you the idea for your next post.

First fix: keep the lead.

Use one inquiry form or inbox. Save contact details and source, then assign a person to respond.

Get my full action plan

The plan comes from your answers. Missing steps come before untested ones, and inside each group capture and booking go first. It is a rule of thumb, so treat it as a starting point and not an audit or a forecast.

Example: an agency with two handoffs missing

A made-up agency sells a website and follow-up setup to local home-service businesses. People find it through helpful posts and partner introductions. These are the answers already filled in above, so they show how the map works and nothing more.

2 of 6 marked working.

  • Get foundWorking
  • Earn trustWorking
  • Keep the leadMissing
  • Stay usefulMissing
  • Start the workNot tested
  • Keep the loop goingNot tested

Fix “Keep the lead” first.

Both capture and follow-up are missing. The planning rule picks capture first: a follow-up needs a saved inquiry and an owner.

  1. Point the post to one guide request form.
  2. Save the contact and where they came from. Give one person the inbox.
  3. Send a test inquiry and check the owner gets it.

Evidence to look for: the test contact in the list and the notification in the owner’s inbox.

Get a seven-day plan for your first fix

Get all six handoffs, suggested owners and proof checks. Your filled text plan updates as you edit. The PDF is a reusable workbook for you or your team.

Your first handoff

Keep the lead

An inquiry becomes a saved contact with a source and an owner.

Suggested owner: Inbox or CRM lead

The full pack adds every handoff, the proof checks, seven daily actions and the reusable PDF workbook.

Get my free ecosystem plan

By signing up, you ask for this guide and related emails from ES Studios. Unsubscribe any time. Privacy policy.