Free Marketing Checklists for Home Services Businesses

Stop guessing. Use these checklists to make sure your marketing is actually set up to generate leads. Check off items as you go or download each one.

7-Figure Growth Checklist

The marketing and business systems you need to scale past $1M in revenue.

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Clear positioning statement that differentiates you from every competitorDocumented sales process from lead to closed dealCRM system tracking every lead, follow-up, and conversionAutomated follow-up sequences for new leads (email + SMS)At least 3 consistent lead generation channels runningTracking cost-per-lead and cost-per-acquisition for every channelMonthly revenue and profit targets set and reviewed weeklyReferral program that incentivizes past customers to send new onesReputation management system generating 10+ reviews per monthHiring and onboarding process documented so you can scale your teamStandard operating procedures for every repeatable taskRetargeting ads running to website visitors who didn't convertEmail list of past customers with monthly nurture campaignsDashboard tracking KPIs: leads, close rate, avg ticket, revenueQuarterly marketing plan with budget allocation by channel

Website Checklist

Make sure your website is built to convert visitors into leads.

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Clear headline that speaks to your ideal customer's problemPhone number and contact form above the foldService area pages for each city/town you serveIndividual pages for each service you offerCustomer testimonials and reviews on the homepageBefore & after photos of your workMobile-responsive design that loads in under 3 secondsSSL certificate installed (https://)Clear call-to-action buttons on every pageTrust badges, licenses, and insurance info displayedAbout page with team photos and your storyFAQ section addressing common customer concerns

SEO Checklist

Rank higher on Google so customers find you first.

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Title tags include your service + city (e.g., 'Plumber in Dallas')Meta descriptions written for every pageH1 tag on every page with target keywordImage alt text includes relevant keywordsInternal links between related service pagesBlog posts targeting long-tail keywordsSchema markup (LocalBusiness) added to your siteXML sitemap submitted to Google Search ConsoleGoogle Search Console set up and verifiedNo broken links or 404 errorsPage speed optimized (images compressed, caching enabled)NAP (Name, Address, Phone) consistent across the site

Google Maps / GBP Checklist

Dominate the local map pack and get more calls.

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Google Business Profile claimed and verifiedCorrect business name (no keyword stuffing)Accurate address, phone number, and hoursPrimary and secondary categories properly setBusiness description filled out with keywordsAt least 20+ photos uploaded (team, work, office)Google Posts published weeklyRespond to every review within 24 hoursQ&A section populated with common questionsService areas or address correctly configuredProducts/services section filled outRequest reviews from every happy customer

Google Ads Checklist

Stop wasting ad spend and start getting quality leads.

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Conversion tracking set up (calls, forms, bookings)Negative keyword list built and maintainedAd copy includes your unique selling propositionLocation targeting set to your service area onlyAd schedule matches your business hoursLanding pages match ad messaging (not just your homepage)Call extensions and location extensions enabledBudget set with a clear cost-per-lead goalSearch terms report reviewed weeklyAd groups organized by service typeResponsive search ads with 10+ headlinesCompetitor analysis completed before launching

Social Media Checklist

Build trust and stay top-of-mind with your community.

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Facebook business page fully filled outInstagram business profile set upConsistent branding (logo, colors) across all profilesPosting at least 3x per weekBefore & after project photos shared regularlyCustomer testimonial videos postedBehind-the-scenes content of your team at workResponding to comments and DMs within 24 hoursUsing local hashtags to reach your communityRunning occasional boosted posts to your service areaLinking back to your website in every bioSharing educational tips related to your services

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