Outsourced team planner

Plan the roles your growth system needs before hiring.

Use this planner when work keeps slipping between strategy, creative, web, SEO, calling, and reporting. It helps define what should be outsourced first.

Printable worksheet

Use the prompts below in a planning meeting, then send ZDH the lowest-scoring area.

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Worksheet

Score each item from 1 to 5.

1 means weak or unclear. 5 means clear, documented, and consistently used.

01

Strategy owner

Who decides priorities, approves messaging, and keeps the growth plan focused?

02

Web and landing pages

Who builds, updates, and QA-checks the pages where prospects become leads?

03

Creative production

Who creates campaign graphics, social assets, collateral, video, and launch materials?

04

Sales support

Who calls, qualifies, books, notes, and follows up with leads quickly enough?

05

Reporting loop

Who reviews results and decides what changes next?

Worksheet follow-up

Tell us your lowest-scoring area.