Free checklist for trades & local services

Is your site actually getting you jobs?

A website on its own doesn't win work. Jobs come from the whole system: being found on Google, a site that makes calling easy, and a back end that catches every enquiry and follows it up while you're on the tools. Go line by line, answer Yes or No, and your score updates as you go. If you're not sure, answer No.

Your score: 0 / 30

0 of 30 answered

01 Google presence

Can locals find you on Google, and trust what they see? 0 / 6

  • Your Google Business Profile is claimed and verified

    You (not an ex-employee or old agency) can log in to it today.

  • Every field is filled in

    Services, service areas, opening hours, description and website link. No blanks.

  • Primary category is your main trade

    For example "Plumber" or "Electrician": the job you most want, not a vague catch-all.

  • Name, address and phone match everywhere

    Same spelling and number on Google, your website and your directory listings.

  • Real photos of your work, van and team

    Your own jobs, not stock photos, and new ones added as you go.

  • Asking for a review is a habit

    Every happy customer gets asked, every time, not a once-a-year push.

Our Business App covers this. Or DIY: Open your profile, fill every empty field and add photos from your phone.

02 Site that converts

Does your visitor know what to do in 5 seconds? 0 / 7

  • Works properly on a phone

    Open it on your own mobile: no pinching, zooming or buttons too small to tap.

  • Loads fast on mobile data

    Test it on 4G away from Wi-Fi. If you are waiting, so is the customer.

  • Your services are clear

    Each job you want more of is named in plain words, with its own section or page.

  • One main action on every page

    Call or a short form. The phone number is tap-to-call and sits at the top.

  • The 5-second test

    A stranger can tell what you do, where you work and how to book within 5 seconds.

  • SEO basics: service + area on each page

    Page titles and headings say the job and the towns you cover, so Google can match you.

  • Qualify leads early

    A short form asks just enough (name, phone, the job, the postcode, how urgent) so you know a lead is worth a call before you ring.

Our Business App covers this. Or DIY: Hand your phone to a friend, open your site, and watch what they tap first.

03 Capture & CRM

When someone gets in touch, does it land somewhere, or get lost? 0 / 5

  • Every form becomes a contact in one CRM

    Not just an email sitting in someone’s inbox.

  • Each enquiry has a pipeline stage

    New enquiry, Booked, Won / Lost. You can see where every job is at.

  • Missed calls get a text back automatically

    Can’t answer on a roof or under a sink? The caller gets an SMS so they don’t ring the next trade.

  • After-hours enquiries get an instant auto-reply

    Evenings and weekends, the customer hears back straight away and knows when you’ll call.

  • Calls, forms and texts end up in the same place

    One list of leads, not five apps to check.

Our Business App covers this. Or DIY: Pick one CRM, connect your form to it, and turn on missed-call text-back.

04 Follow-up & automations

Does follow-up happen even when you are on the tools? 0 / 5

  • Same-day email and SMS on every new enquiry

    Goes out automatically, even when you’re mid-job.

  • Reminder sequences for quotes with no reply

    A few friendly nudges go out for you, instead of the lead going cold.

  • No-shows and unbooked leads get chased

    Anyone who didn’t book or didn’t turn up is followed up, not forgotten.

  • Every booking sends a confirmation

    The customer gets the date, time and what to expect, plus a reminder before you arrive.

  • Review ask goes out after every job

    Mark the job done and a review request with your Google link is sent automatically.

Our Business App covers this. Or DIY: Write your follow-up texts once, then set them up in your CRM to send on their own.

05 Proof

Would a stranger believe you are good at this? 0 / 4

  • Real reviews shown on your website

    Pulled from or linked to your Google profile, so they can be checked.

  • Recent reviews on your Google profile, with replies

    You thank the good ones and answer the bad ones calmly.

  • Photos of real jobs you’ve done

    Before-and-after shots beat any stock image.

  • No fake case studies or made-up testimonials

    Every claim, quote and number on the site is real.

Our Business App covers this. Or DIY: Copy your best real Google reviews onto your homepage, with a link to the rest.

06 Tracking

Do you know what is actually bringing in jobs? 0 / 3

  • You know where each call and form came from

    Google search and Maps vs paid ads, not a guess.

  • Phone calls are tracked, not just forms

    If customers ring you, calls need tracking too, not only web forms.

  • You can see this week’s pipeline in one place

    New, booked, won, lost, without opening five inboxes.

Our Business App covers this. Or DIY: Ask every new customer "how did you find us?" and log it in your CRM.

Your result

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Mostly gaps

You’re probably leaking jobs between the first search and the booked visit. Start with the back end (sections 3 and 4): missed calls and slow follow-up cost jobs you’ve already paid to win.

Want a second pair of eyes on your gaps? Book a short call and we’ll go through your checklist with you and point out what to fix first, whether you fix it yourself or want us to handle it.