Where could your marketing be losing potential customers?

Use this free 10-point checkup to spot gaps in how customers find your business, understand your services, and contact you—then choose one practical improvement to make first.

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Know what to check before adding more marketing

More posts or advertising may not address a broken quote form, unclear service information, or missed inquiries.

This checklist helps you examine:

  • Local visibility: Can you access your Google Business Profile, and are your business details accurate?

  • Your website: Can customers see what you do, where you work, and how to request service?

  • Customer reviews: Do you have a consistent process for requesting honest feedback and responding?

  • Content: Are you answering questions customers ask before hiring?

  • Follow-up: Who handles new inquiries and open estimates?

  • Tracking: Do you know where inquiries come from and which ones become booked jobs?

Find one useful next step

Mark each item Yes, Needs work, or Unsure. Then use the included worksheet to choose an improvement, assign responsibility, and set a completion date.

You don’t need special software. Download the PDF, read it on your device, or print it and work through it with your team.

Help customers find you. Give them reasons to choose you.

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