If you’re a small business owner trying to get more visibility, this marketing checklist for small business success is your starting point. It will walk you through the five most important steps to building a strong online presence that actually brings in leads — without the overwhelm.
Whether you’re just getting started or tightening up your current systems, these steps will help set the foundation for long-term growth.
1. Set Up Your Website Right
Your website is your digital storefront — it should build trust, answer key questions, and make it easy for people to book or buy from you.
Here’s what to check:
Is it mobile-friendly?
Does it load fast?
Does it clearly explain what you do and who you help?
Is there a clear way to contact or book with you?
At minimum, your site should include:
A strong homepage
A services page
An about page
A contact page
Booking or quote request form
2. Claim and Optimize Your Google Business Profile
Your Google Business Profile (GBP) is essential for showing up in local search results and Google Maps — especially for service-based businesses.
Here’s what to do:
Claim your profile at google.com/business
Make sure your name, address, phone number, and website are accurate
Choose the right categories
Add photos, services, and business hours
Start collecting and responding to reviews
Want help getting more visibility on Google?
Learn more about our SEO services


3. Create a Simple SEO Strategy
SEO doesn’t have to be complicated. At its core, it’s about helping people find your business when they’re searching for services like yours.
Here’s how to start:
Research keywords people actually search for
Add those keywords naturally to your homepage and service pages
Set up proper title tags and meta descriptions
Make sure your site is crawlable and mobile-friendly
Create content (like blog posts) around topics your ideal client is searching for
Over time, this helps you rank higher in Google and brings in organic traffic that converts.
4. Use Email and Social Follow-Ups
Don’t let potential leads fall through the cracks.
Use simple automations to:
Send an email or text after someone fills out your contact form
Follow up if someone doesn’t book right away
Share promotions, reviews, or tips on social media
Nurture leads who aren’t ready to buy yet
Even a basic email list can help you stay top of mind with past clients and new inquiries.
5. Automate Reviews and Lead Capture
Want to build trust and close more leads? Automate the boring stuff.
Here’s what we recommend:
Automatically ask for reviews after a service is completed
Set up a missed-call text back so you never lose a lead
Use forms and chatbots to capture leads from your site or ads
Track it all with a simple CRM
Systems like ours can help you do all this without lifting a finger. See how automation can grow your business (← link to your CRM/automation service page)
Ready to Put This Checklist Into Action?
By following this marketing checklist for small business owners, you’ll stay consistent and finally see results online. At any point, if you need help, we are ready!