Your Free 30 Point Customer Checklist
Print it or save it as a PDF. Tick one item at a time. Start with section A.
A. Get found on Google (8)
- ☐ Claim your Google Business Profile
- ☐ Pick the right main category
- ☐ Add opening hours, phone number and website
- ☐ Upload at least 10 real photos
- ☐ List every service with a short description
- ☐ Add your service area
- ☐ Post an update once a month
- ☐ Keep your name, address and phone number the same everywhere
B. Get more reviews (8)
- ☐ Save your direct review link
- ☐ Put a QR code on your counter, invoices and receipts
- ☐ Ask within 24 hours of the job
- ☐ Use a short text message (see templates below)
- ☐ Ask every customer, not just happy ones
- ☐ Reply to every review within 2 days
- ☐ Reply to bad reviews calmly in 4 steps
- ☐ Never pay for reviews or gift for them
C. Win more leads (8)
- ☐ Write who your best customer is in one sentence
- ☐ List 3 places they go to ask for help
- ☐ Reply to every enquiry within 1 hour
- ☐ Follow up on day 2, day 5 and day 10
- ☐ Make one clear offer, for example free quote in 24 hours
- ☐ Write down every enquiry in one sheet
- ☐ Ask for a referral after each happy job
- ☐ Spend 15 minutes each week looking at your numbers
D. Reply faster (6)
- ☐ List your top 10 customer questions
- ☐ Save an answer for each one
- ☐ Set an automatic first reply for evenings and weekends
- ☐ Use an AI assistant for repeat questions
- ☐ Add a handover to you for anything tricky
- ☐ Check messages at fixed times each day
3 review message templates
After a job: Hi [name], thanks for choosing us today. If you were happy with the work, would you mind leaving a quick review? It takes 20 seconds: [your link]
Next day: Hi [name], hope everything is going well. A short Google review would really help our small business: [your link]
Gentle reminder: Hi [name], just a quick reminder in case you missed my message. Your review means a lot to us: [your link]
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