ES StudiosFree agency ecosystem planner

Make your marketing join up.

Find the handoff to fix before you add more traffic. Start with the buyer.

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

Follow the buyer.
Check every connection.

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 return connection: client questions and real work feed your next useful 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

Your answers drive this plan. Missing comes before untested; capture and booking come first within each group. This is a planning rule, not a measured audit or a forecast.

Example: a post is only
the first connection.

An illustrative agency sells a website and follow-up setup to local home-service businesses. Its source is helpful posts and partner introductions. These are the loaded answers, not measured business results.

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 source; assign the inbox lead.
  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.

Turn the map into a week of action.

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.

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