Sample Roadmap — fictional organization for illustration only.

PDM 360° Visibility Roadmap

Example Home Services

Provisional source report · September 1, 2026 · 45/100

This plan uses that report’s findings. Confirm details that may have changed.
Back to this report
Your first move

Make requesting a quote easier

Work through one priority at a time. The weeks are a suggested sequence, so your team can adjust the pace.

Start here
Week 1 · conversion

Make requesting a quote easier

What to do

Make requesting a quote easier.

Why it matters

Address the supported finding in this saved report, then check the result.

Where to do it

Use the confirmed source links in the evidence section below.

How to do it

  1. Open the original source below and confirm the recorded observation still applies.
  2. Place a clear Request a quote link beside your service description. Check that it opens the intended contact form. Test the updated customer path and retain the source and completion date.
  3. Test the updated page or listing on a phone. Record what changed, who checked it, and the date.
Who can help

business owner or assigned team member. Confirm who manages the page or listing before requesting a change.

Done when

Place a clear Request a quote link beside your service description. Check that it opens the intended contact form. Test the updated customer path and retain the source and completion date.

Screening evidence and source links

Illustrative finding: the homepage does not show a prominent request-a-quote action.

No confirmed original source link was recorded for this action. Verify the organization’s own page or listing before making a change.

Week 2 · clarity

Explain where you work

What to do

Explain where you work.

Why it matters

Address the supported finding in this saved report, then check the result.

Where to do it

Use the confirmed source links in the evidence section below.

How to do it

  1. Open the original source below and confirm the recorded observation still applies.
  2. List the towns or area you actually serve. Ask the owner to confirm that the wording is accurate. Test the updated customer path and retain the source and completion date.
  3. Test the updated page or listing on a phone. Record what changed, who checked it, and the date.
Who can help

business owner or assigned team member. Confirm who manages the page or listing before requesting a change.

Done when

List the towns or area you actually serve. Ask the owner to confirm that the wording is accurate. Test the updated customer path and retain the source and completion date.

Screening evidence and source links

Illustrative finding: the homepage describes the service but does not explain the towns covered.

No confirmed original source link was recorded for this action. Verify the organization’s own page or listing before making a change.

Week 3 · trust

Add verifiable proof

What to do

Add verifiable proof.

Why it matters

Address the supported finding in this saved report, then check the result.

Where to do it

Use the confirmed source links in the evidence section below.

How to do it

  1. Open the original source below and confirm the recorded observation still applies.
  2. Link applicable credentials or an approved example of your work. Use only claims and client materials you can substantiate. Test the updated customer path and retain the source and completion date.
  3. Test the updated page or listing on a phone. Record what changed, who checked it, and the date.
Who can help

business owner or assigned team member. Confirm who manages the page or listing before requesting a change.

Done when

Link applicable credentials or an approved example of your work. Use only claims and client materials you can substantiate. Test the updated customer path and retain the source and completion date.

Screening evidence and source links

Illustrative finding: the reviewed page has no linked credentials or approved examples of completed work.

No confirmed original source link was recorded for this action. Verify the organization’s own page or listing before making a change.

Week 4 · Review

Measure the next step and review progress

What to do

Measure the next step and review progress.

Why it matters

Address the supported finding in this saved report, then check the result.

Where to do it

Use the confirmed source links in the evidence section below.

How to do it

  1. Open the original source below and confirm the recorded observation still applies.
  2. Test the primary inquiry or purchase path, record completed changes, and compare a new screening using the same rubric. Do not infer revenue or ranking gains from the score.
  3. Test the updated page or listing on a phone. Record what changed, who checked it, and the date.
Who can help

business owner. Confirm who manages the page or listing before requesting a change.

Done when

Test the primary inquiry or purchase path, record completed changes, and compare a new screening using the same rubric. Do not infer revenue or ranking gains from the score.

Screening evidence and source links

Saved Visibility Score: 45/100. The plan preserves this baseline.

No confirmed original source link was recorded for this action. Verify the organization’s own page or listing before making a change.

Report reference and plan limits

Source report: sample-report-only · Rubric: Not recorded in this view · Roadmap presentation version 2.

This plan preserves the source score. It does not promise score gains or audience growth. The checklist shows what to compare; it does not record completed work.