Full review preparation: what to bring, ask and decide
Before a website, ads or follow-up review
Bring one decision, not a perfect report.
Choose the service you want to discuss. One public page and one question are enough to start, whatever your sector. You do not need to complete a tool or share account access first.
Website and enquiry path
Bring
Your public website, the service or product you want enquiries about, and the next action a visitor should take.
Ask
Can the right customer understand the offer and contact us on a phone? Which step should we check first?
Decide together
One page or contact-path change to test, and how to check that an enquiry reaches the right person.
Ads and landing page
Bring
A public ad or its wording, the destination page, the audience or area you want to reach, and any budget you already have in mind. It is fine if you have not run ads.
Ask
Do the message and page match what we actually sell? Is the enquiry path ready before we spend more?
Decide together
What work is included, whether advertising spend is separate, and which enquiry outcome would be reviewed.
Replies and follow-up
Bring
A description of what happens after a call, form or quote, who replies, and where the next response can get missed. Describe the process without sharing customer messages.
Ask
Who owns the next reply? What tells us that an enquiry needs another response, or has become agreed work?
Decide together
One handoff to improve, the person responsible, and how to check whether the reply happened.
If you bring figures, use the same date range and separate enquiries, appointments or quotes, and agreed work. Label estimates. Unknown is not zero. Keep private customer details, passwords and account credentials out.
Curtains and blinds: specialist review checklist and notes
Optional preparation / Curtains and blinds businesses
Get ready for a useful blinds and curtains review.
Use this optional checklist before a free check or a 15-minute call. A public page and one clear question are enough to start. You can say “not sure” where information is missing.
01
Choose one question
Are you getting too few enquiries, enquiries that do not become booked measures, or measures and quotes that do not become booked jobs?
Pick the step you want to understand first. Ads are not always the answer.
02
Bring the useful context
Note your main service, service area and the work you want. Have your current public website or landing page ready.
If you know recent enquiry, booked-measure and booked-job counts, use the same date range and keep those stages separate. Label estimates as estimates. Unknown does not mean zero.
Keep private customer details and login credentials out of your notes.
03
Choose one piece of evidence
Bring one public page or a question from a current check.
It reads public HTML and cannot confirm inbox delivery or rendered phone layout. You do not need to complete the tool to ask for help.
A fill-in prompt for your own notes
Select this fill-in prompt and adapt the bracketed details in your own notes.
We fit [service] in [area]. We want to understand [one step in the enquiry-to-job path]. Our public page is [URL]. We know [fact and date range], and we are not sure about [gap]. What would you check first, and how would we tell if a change helped?
Four questions before choosing paid work
What would you change first, and what could stay as it is?
What work and costs are included, and is advertising spend separate?
Who will own the website and ad accounts, and who will handle enquiries?
How will we distinguish enquiries, booked measures and booked jobs, and what remains unknown?
Use the answers to decide whether the proposed next step fits your business.