The Local Business
Marketing Checklist

15 Things to Lock Down Before You Spend a Dollar on Ads.

1. Online Presence & Reputation

Google Business Profile is officially claimed, verified, and fully filled out.

Business name, address, and phone number are exactly consistent across Google, Yelp, and Facebook.

You have at least 20 active Google reviews.

Someone is responding to every review — positive and negative — within 48 hours.

You have an automated system for requesting reviews after every job, visit, or appointment.

Your website loads in under 3 seconds on a mobile connection.

Your phone number is highly visible and clickable to call on the mobile site.

You have a dedicated landing page built for each of your core services.

There is a clear way to capture leads from your site (form, webchat, or booking widget).

Every new lead gets an initial follow-up within 5 minutes of reaching out.

You have an automated follow-up sequence for leads that don't respond the first time.

A reactivation campaign exists for past clients you haven't heard from in 90+ days.

A Privacy Policy and SMS Terms of Service page are live on your website.

Opt-in consent is strictly tracked for every contact receiving text messages.

You have at least one automated workflow that runs your business without you touching it.

Built by SurfBloom

The marketing automation platform for local businesses.

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