Free resource

The small business marketing checklist

A practical, step-by-step guide to getting your marketing in order. Work through it at your own pace, or book a 50-minute session and we'll tackle it together.

What's inside

Eight essential areas every small business should cover. You don't need to do everything at once — pick the sections that will move the needle for you right now.

  1. 1Get your foundations right
  2. 2Website essentials
  3. 3SEO basics
  4. 4Social media setup
  5. 5Email marketing
  6. 6Paid advertising fundamentals
  7. 7Content and brand voice
  8. 8Measure what matters

1. Get your foundations right

Before you spend a penny on ads, make sure a stranger can understand what you do in 10 seconds. Clarity beats cleverness every time.

  • Write a one-sentence value proposition: who you help, what you do, and why it matters.
  • Define your ideal customer: age, job, problem, and where they hang out online.
  • Pick 3–5 marketing channels and commit to doing them well rather than trying everywhere.
  • Set one realistic goal for the next 90 days (e.g. 50 new email subscribers, 10 booked calls).

2. Website essentials

Your website is your 24/7 shop window. It doesn't need to be fancy, but it must be fast, clear, and easy to contact you.

  • Make your homepage headline about the customer, not about you.
  • Put a clear call-to-action above the fold: book, buy, call, or subscribe.
  • Check your site loads in under 3 seconds on mobile.
  • Add testimonials, case studies, or trust badges to build credibility.
  • Make your contact details and location easy to find.

3. SEO basics

SEO is simply making it easy for people who need you to find you on Google. Start with the fundamentals and build from there.

  • Claim and verify your Google Business Profile (critical for local businesses).
  • Research 10–20 keywords your customers actually search for.
  • Write unique, helpful page titles and meta descriptions for every key page.
  • Create a simple blog or resource plan answering your customers' top 10 questions.
  • Make sure your site is mobile-friendly and every page loads quickly.
  • Add internal links between related pages and posts.

4. Social media setup

You don't need to be on every platform. Choose one or two where your ideal customers spend time and show up consistently.

  • Choose 1–2 primary platforms based on your audience, not trends.
  • Optimise your profile: clear bio, website link, and a recognisable photo or logo.
  • Post a mix of value, proof, and personality — aim for consistency over perfection.
  • Engage daily: reply to comments, answer DMs, and start conversations.
  • Track what works and repeat your best-performing content formats.

5. Email marketing

Email is still one of the most reliable ways to stay in touch. A small, engaged list beats a huge cold one.

  • Pick an email platform and add a sign-up form to your website.
  • Offer a simple lead magnet: a checklist, guide, discount, or free tool.
  • Send a welcome email that sets expectations and builds trust.
  • Plan a regular newsletter rhythm — weekly, fortnightly, or monthly.
  • Segment your list so messages feel relevant, not generic.

6. Paid advertising fundamentals

Paid ads can accelerate growth, but only if the basics are in place. Test small, measure carefully, and scale what works.

  • Set a test budget you can afford to lose while you learn.
  • Install conversion tracking (Google Ads tag, Meta pixel) before you spend.
  • Choose one objective: leads, sales, awareness, or traffic.
  • Write multiple ad variations and let the data tell you what resonates.
  • Check performance weekly and pause ads that aren't converting.
  • Make sure your landing page matches the promise in the ad.

7. Content and brand voice

Content builds trust before you ever speak to a prospect. Make it useful, specific, and recognisably yours.

  • Create a content calendar with topics your customers care about.
  • Repurpose one idea across formats: blog post, email, social post, video.
  • Use stories and real examples from your customers or business.
  • Keep your tone consistent — friendly, expert, playful, or whatever fits your brand.

8. Measure what matters

You can't improve what you don't measure. Focus on a handful of metrics that tie to real business outcomes.

  • Set up Google Analytics 4 and Google Search Console.
  • Track website visitors, conversion rate, and top traffic sources.
  • Review your social media insights monthly for trends.
  • Calculate the cost per lead or sale from paid ads.
  • Schedule a monthly marketing review to decide what to do more of (and less of).

Quick wins

Three things you can do this week

Set up your Google Business Profile today

It's free, fast, and the easiest local SEO win.

Add a newsletter sign-up to your website

Even a simple form starts building your most valuable audience.

Ask three customers for testimonials

Social proof is one of the highest-impact changes you can make.

Want a marketing buddy to work through it with you?

Book a 50-minute one-to-one session and we'll help you prioritise the right actions, fix what's broken, and build a plan that fits your time and budget.

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