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Free worksheet · 15 minutes

Not sure where to start with your marketing?

The Marketing Check-In is a simple 15-minute worksheet for local businesses that want a clearer view of what is working, what needs attention, and what to focus on next.

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A practical PDF. No scores. No pressure. Just one clearer next step.

Cover of the Marketing Check-In worksheet: “Where Do We Start?” — a 15-minute worksheet for growing local businesses

Your marketing may not need a complete overhaul. It may just need a clearer look.

Maybe your business has grown. Maybe your services have changed. Maybe the way you show up online no longer reflects the work you do today. This quick check-in helps you see where things stand before deciding what comes next.

  1. 01

    Your message is there, but it could be easier to understand.

  2. 02

    Customers can find you, but the path to contacting you may not be clear.

  3. 03

    You are marketing your business, but the pieces may not feel connected.

A quick, practical check-in

Three areas that shape how customers experience your business.

01

How you show up

Check whether a new customer can quickly understand what you do, who you help, and what makes your approach different.

02

How people find and contact you

Look at your website, current information, calls to action, and how easy it is to make an inquiry.

03

What you share and promote

Review whether your content, ads, emails, and promotions answer real customer questions and lead somewhere useful.

Each prompt includes four simple response options:
  • Working well
  • Could be clearer
  • Needs attention
  • Not sure yet

Leave with one next step—not a list of everything to fix.

By the end, you will have a more honest picture of your marketing, a clearer sense of what can wait, and one practical improvement to focus on first.

  1. 01Notice what is already working so you can protect it.
  2. 02Identify the point of friction that deserves attention first.
  3. 03Choose one next step that fits your business right now.
Cover of the Marketing Check-In worksheet: “Where Do We Start?” — a 15-minute worksheet for growing local businesses

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Want another perspective once you have completed it?

We can talk through what you noticed and what makes sense next.

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  • A conversation, not a sales pitch
  • Focused on your clearest next step