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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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