Local Business Revenue Leak Checklist

Start with the basics so you can understand where leads come from, how they are handled, and which systems are supposed to support them.

• Business name
• Industry
• Primary service area
• Main services offered
• Current website URL
• Google Business Profile URL
• Main phone number
• Current CRM or booking tool
• Biggest current problem: leads, calls, bookings, reviews, follow-up, visibility, or automation

Check whether website visitors, calls, chats, and form leads are being captured properly.

• Does your website have a clear call button on mobile?
• Does every major service page have a contact or booking CTA?
• Can visitors contact you without searching through the site?
• Do you have forms on key service pages?
• Do you know where each form submission goes?
• Do you receive instant internal notifications when a form is submitted?
• Are leads tagged by source, service, or intent?

Check what happens when the business misses a call, especially during busy hours, after hours, or while the team is in the field.

• Do you know how many calls you miss each week?
• Does a missed caller receive an automatic text-back?
• Does the text ask what service they need?
• Does the missed-call workflow notify the team?
• Does the lead get added to the CRM?
• Is there a follow-up step if the caller does not reply?
• Are after-hours calls handled differently from business-hours calls?

Traffic alone does not create revenue. The website needs to guide visitors toward calling, booking, or requesting help.

• Is your homepage clear about who you help and what problem you solve?
• Are your service pages specific enough to match what customers search for?
• Does each page have one clear next step?
• Are CTAs visible above the fold?
• Are trust signals visible, such as reviews, service areas, process, FAQs, or proof?
• Does the website load quickly on mobile?
• Does the website connect to forms, CRM, booking, chat, or follow-up automation?

Check whether form submissions are followed up with quickly and clearly.

• When someone submits a form, who gets notified?
• How fast does the first response go out?
• Does the customer receive a confirmation message?
• Does the form submission create or update a contact?
• Does the workflow include SMS or email follow-up?
• Does the business follow up again if the person does not respond?
• Does the team know which service the person asked about?

Check whether prospects can request or book service without extra friction.

• Can prospects request or book appointments from the website?
• Is the booking process mobile-friendly?
• Does the system prevent double-booking?
• Does the customer receive confirmation?
• Does the team receive the booking details?
• Does the booking trigger reminders?
• Does the booking connect to the CRM?

Check whether leads are stored, tagged, and tracked in one place.

• Are all leads stored in one CRM?
• Are contacts created or updated automatically?
• Are leads tagged by service type?
• Are leads tagged by source, such as website, GBP, paid ad, or referral?
• Can the business see which leads are new, contacted, booked, won, or lost?
• Are old leads followed up with?
• Can the owner see basic pipeline activity?

Check whether happy customers are being asked for reviews at the right time.

• Do happy customers receive review requests?
• Are review requests sent by SMS or email?
• Are requests sent at the right time after service?
• Does the team know when a customer leaves a review?
• Are negative experiences routed to the business before becoming public reviews?
• Are reviews used on the website?
• Are reviews helping the Google Business Profile look active and trusted?

Check whether the Google Business Profile supports calls, trust, services, and local discovery.

• Is the business name, address, phone, and website accurate?
• Are services listed clearly?
• Are business hours correct?
• Are photos current?
• Are posts or updates being used?
• Are reviews being requested consistently?
• Does the profile link to the right website page?
• Does the business track calls, clicks, and direction requests?

Check whether the business has pages and answers that help Google and AI tools understand who it serves, what it offers, and where it operates.

• Does the website have dedicated service pages?
• Does the website have industry or audience pages?
• Does the website answer common customer questions?
• Are FAQs written in plain language?
• Does each page have a clear title, description, and canonical URL?
• Are pages included in the sitemap?
• Are pages structured for Google, AI tools, and answer engines?
• Are related pages internally linked?