Service Business Stack Checklist

We do ALL of this.

Everything your business needs to GROW

This checklist provides a clearer way to understand your business. The Service Business Stack breaks your operation into six interconnected areas: the steps of your customer journey and the systems that support it. It’s not about fixing one thing in isolation—it’s about seeing how lead gen, reputation, nurturing, and tracking all influence each other. This checklist helps you think more clearly, spot the gaps, and build a stronger foundation. And when you’re ready, we can help you bring it all together.

The Checklist

  • Lead Generation
  • Lead Nurturing
  • Lead Management
  • Customer Communication
  • Reputation Management
  • Analytics and Reporting

Learn more about each of these items below.

Lead Generation

One of the first projects you need to complete before successfully growing any B2C Service Business is solidifying your lead generation. In today’s digital world this means having a well-developed website, a strong brand, and a solid social media presence — all working together to attract the right customers.

Lead Nurturing

Lead nurturing means staying in front of your potential customers after they’ve found you. We help you do this through email sequences, retargeting ads, social media follow-ups, and value-driven content — so when they’re ready to buy, you’re the only one they remember.

Lead Management

Once the leads come in, you need a system to keep track of them. We help service businesses implement CRMs, automate follow-ups, and organize sales pipelines — so no lead falls through the cracks, and every opportunity gets followed up.

Customer Communication

Clear, timely communication is the backbone of great service. Whether it’s text message reminders, follow-up emails, or chat features on your website, we help you put systems in place that keep your customers informed and build lasting trust.

Reputation Management

Reviews can make or break a service business. We help you monitor platforms like Google, respond to feedback, and request reviews from satisfied customers — all to build a strong reputation that wins new business before the first phone call.

Analytics and Reporting

If you don’t know what’s working, you can’t grow. We provide simple, focused reporting on your website traffic, ad performance, lead flow, and customer engagement — so you always know where your marketing dollars are going and what’s paying off.