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Audit
Mix
90-Day Action Plan
Prioritized from audit findings. Tick tasks to update progress.
First 7 days
67%
Connect website form to CRM
Owner: Office Manager
Add tap-to-call bar on mobile
Owner: Web Developer
Set up call & form conversion tracking
Owner: Agency
Days 8–30
33%
Launch 5-touch estimate follow-up sequence
Owner: Office Manager
Rewrite homepage headline and primary CTA
Owner: Marketing Lead
Respond to all Google reviews
Owner: Owner
Days 31–60
0%
Publish water heater & drain cleaning pages
Owner: Marketing Lead
Start weekly Google Business posts
Owner: Marketing Lead
Train CSRs on lost-lead reason logging
Owner: Office Manager
Days 61–90
0%
Launch maintenance-plan email campaign
Owner: Agency
Publish 4 audit-driven blog articles
Owner: Agency
Run 90-day re-audit
Owner: Agency