Strategy owner
Who decides priorities, approves messaging, and keeps the growth plan focused?
Outsourced team planner
Use this planner when work keeps slipping between strategy, creative, web, SEO, calling, and reporting. It helps define what should be outsourced first.
Use the prompts below in a planning meeting, then send ZDH the lowest-scoring area.
Worksheet
1 means weak or unclear. 5 means clear, documented, and consistently used.
Who decides priorities, approves messaging, and keeps the growth plan focused?
Who builds, updates, and QA-checks the pages where prospects become leads?
Who creates campaign graphics, social assets, collateral, video, and launch materials?
Who calls, qualifies, books, notes, and follows up with leads quickly enough?
Who reviews results and decides what changes next?
© 2026 ZDH Sales. All Rights Reserved.