The plan begins with a business constraint, not a list of channels.
The working checklist
- Write down the service, customer, geography and capacity
- Map the path from discovery to personal response
- Find the weakest handoff
- Build one complete improvement
- Measure qualified opportunities and sold work
- Add the next channel only when the handoff can support it
A local marketing plan should fit on one working page before it becomes a calendar or dashboard. Name the priority service, profitable service area, best-fit customer, average job value, capacity, sales owner and current source of demand. If the business cannot absorb more jobs this month, the right plan may focus on higher-quality work, reviews, reactivation or the next season rather than raw lead volume.
Diagnose the five stages
Visibility
Can a qualified nearby buyer find the business for the service that matters? Review branded search, non-branded service search, maps, referrals, paid campaigns and existing audience channels.
Trust
Does the public footprint make the company look active, specific and credible? Review services, locations, project context, reviews, licensing claims, team information and the consistency of business details.
Conversion
Can the buyer understand fit and take the next step on a phone? Test the call, form and booking path. Read every field. Submit the form. Confirm where the notification goes.
Follow-up
Time the acknowledgement and personal response. Decide what makes a lead qualified and who owns the next action. Check how open estimates and old customers are handled.
Learning
Connect source, inquiry, qualification and sold outcome in a simple record. Perfect attribution is not required to learn which services, geographies and campaigns deserve attention.
Choose the first build
Pick the smallest change that repairs a whole handoff. A new service page is incomplete if there is no working inquiry path. A paid campaign is incomplete if the landing page and follow-up are undefined. An email sequence is incomplete if the business cannot tell which leads received it.
A 90-day rhythm
- Weeks 1–2: baseline, tracking, customer-path review and priority decision.
- Weeks 3–6: build and launch the first complete improvement.
- Weeks 7–10: review real inquiries, search terms and sales feedback; correct the obvious misses.
- Weeks 11–13: decide whether to deepen the same channel, improve a new handoff or stop.
Use the guide on your own site
Choose one section, inspect the current customer experience and write down the smallest complete improvement. If you want a second opinion, send the relevant page and the point where the process feels stuck.
A useful first note
Ask Derek about the current version
Select as many areas as you need. A rough answer is enough.