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Free Checklists for Local Business Owners

Practical, printable checklists to help you audit your marketing, lead follow-up and online presence. Pick the one you need, enter your details, and we will email it straight to your inbox.

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All Free Checklists

Each checklist goes with one of our articles. Choose one above, or pick from the list below.

2026 Service Business Digital Marketing Audit

Check your business against the seven most common marketing mistakes service businesses make, with a quick fix for each.

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2027 Small Business Digital Marketing Checklist and Guide

A plain-English checklist of what to focus on in 2027: AI search, Google Ads, local SEO, follow-up and measurement.

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Ads With No Sales Diagnostic Checklist

Work through the eight usual reasons ads spend without sales, in the order a strategist checks them.

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AI Employee Total Cost and Readiness Checklist

Work out the real monthly cost of an AI employee and whether it makes sense compared with hiring a person.

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AI Overviews and AI Mode Checklist

A checklist of what changes and what doesn't for your business as Google's AI Overviews and AI Mode take over more searches.

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AI Receptionist Checklist and Guide

Practical steps to check an AI receptionist will suit your customers, based on what we've seen with Australian local businesses.

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Answer Engine Optimisation Checklist

A checklist of what actually gets your business recommended by ChatGPT and other AI tools, and what to ignore.

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Clicks vs Trust: Local Business Action Checklist

Action steps to build trust and community in your local marketing instead of chasing vanity metrics.

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Conversion Funnel Audit Checklist

Audit each stage of your funnel to find where leads drop off, and the fixes to plug each leak.

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Cost Per Lead Review Checklist

Calculate your cost per lead and check whether it is actually good for your business, not just cheap.

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CRM Readiness Checklist

Check whether you have outgrown spreadsheets and are ready for a CRM, and what to budget for one.

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Dental Marketing Checklist and Guide

A dental marketing checklist covering Google Business Profile, local SEO, treatment pages, reviews and Google Ads.

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Digital Marketing 2026-2027 Checklist and Guide

A plain-English 2026 checklist covering AI search, storytelling, automation and data privacy for small business.

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Digital Marketing Timeline Checklist

A month-by-month timeline for SEO, Google Ads and social media so you know when results should show up.

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Facebook Ads Management Cost Checklist

Compare Facebook Ads management quotes fairly, with the pricing models and what a fair fee should buy.

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Google Ads AI Era Checklist and Guide

A checklist to set up and check your Google Ads account for AI Max and Performance Max in 2026.

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Google Ads Cost Checklist and Guide

Budget your Google Ads for a Hornsby or North Shore trade business, with management fee and cost per lead checks.

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Google Ads Pre Launch Checklist for Tradies

A pre-launch checklist for a profitable Google Ads account: unit economics, campaign structure, match types, bidding and tracking.

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Google Ads: DIY or Hire Decision Checklist

Decide whether to run your Google Ads yourself or hire a manager, by weighing the time and cost involved.

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Google Reviews Growth Checklist

A process for asking for more Google reviews that stays within what Google, the ACCC and AHPRA allow.

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Hornsby Dental Benchmark Checklist and Guide

Benchmark your dental practice against 34 Hornsby practices on reviews, response rates, website speed and Google Business Profile.

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Hornsby Web Design Agency Selection Checklist and Guide

Check a web design agency's claims against the points that actually matter for Hornsby and North Shore businesses.

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Local Customer Discovery Checklist and Guide

Check how customers find you on Google Maps, reviews and AI Overviews, and what to fix first.

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Local SEO Quote Comparison Checklist

Compare local SEO quotes fairly, with typical 2026 price ranges and what each budget buys.

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Marketing Automation Readiness Checklist

Check if your business is ready for automated nurture sequences, including the Spam Act rules you must follow.

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Plumbing Website Checklist and Guide

Decide whether a website will actually help your plumbing business win more work, and what to prioritise first.

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Qualified Lead Generation System Checklist and Guide

A checklist to build a simple lead system that turns clicks into customers, starting with follow-up speed.

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SEO and AI Search Checklist and Guide

A checklist of the SEO work that still pays off now that AI Overviews and AI Mode have changed search.

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Small Business Competitor Checklist

A checklist to win the local ground bigger competitors can't cover: local presence, reviews and personal service.

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Small Business Marketing Budget Checklist and Guide

Set a marketing budget by channel, ad spend and priority, so you know where to start.

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Small Business Website Budget Planner

A budget planner for website costs in Australia: build, hosting, domains and ongoing maintenance for 2026.

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SMS Sender ID Compliance Checklist

Check your business meets the ACMA SMS Sender ID rules so your texts are not marked Unverified.

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Speed-to-Lead Checklist

A speed-to-lead checklist: set a real response target, audit each lead source and fix the delays losing bookings.

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Web Designer Hiring Due-Diligence Checklist

The questions to ask a web designer before you sign, on ownership, pricing, timelines, SEO and support.

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Zero-Click Search Checklist

A checklist for what zero-click search means for your business and what to do about it in 2026.

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