✅ 2025 Website & Automation Checklist for Local Service Businesses

Is your local service business truly set up to attract new customers and grow efficiently online in 2025? Whether you're a roofer, run a med spa, offer consulting, or are a creative professional, this simple checklist will help you quickly evaluate if your digital presence is a powerful asset or a missed opportunity.

In today's fast-paced market, the right website, SEO strategy, lead capture tools, and automation systems are critical to:

• Rank higher in Google and AI-powered search results.
• Capture leads 24/7, even when you're busy or closed.
• Automate administrative tasks and free up your valuable time.
• Increase conversions and sales without proportionally increasing your effort.

TiltStack created this checklist to help you gain clarity, identify areas for improvement, and get real results. Let's dive in!

🔍 Section 1: Website Visibility & SEO Foundations (Are You Being Found?)

Why it matters: If potential customers can't find you online easily, your amazing services don't get a chance. Solid SEO and a user-friendly website are your digital welcome mat.

• [ ] Is your website mobile-friendly and does it load in under 3 seconds? (Test with Google PageSpeed Insights)
• [ ] Do your page titles and meta descriptions clearly describe each page and include relevant keywords and your location(s)?
• [ ] Is there a dedicated, detailed page for each core service you offer?
• [ ] Do you prominently display your business Name, Address, and Phone number (NAP) consistently, especially in the footer or contact area?
• [ ] Are all images on your site optimized (e.g., WebP format, appropriately sized) and do they have descriptive alt text?
• [ ] Do you have a blog with helpful articles that answer common customer questions (e.g., “How much does [your service] cost in [your city]?”)?
• [ ] Have you implemented basic schema markup (like LocalBusiness, Service, FAQPage) on relevant pages to help search engines understand your content?
• [ ] Is your Google Business Profile fully claimed, verified, and optimized with up-to-date information, services, photos, and regular posts?

➡️ TiltStack Tip: Not sure about some of these? Our Free Website & SEO Audit can pinpoint exactly where to focus.

🤖 Section 2: AI Chatbot & Lead Capture Readiness (Are You Always Open for Business?)

Why it matters: Many potential leads browse outside business hours. An AI chatbot can be your 24/7 front line for engagement and lead qualification.

• [ ] Does your website offer an instant way for visitors to engage (e.g., live chat or an AI chatbot) beyond just a contact form?
• [ ] If you use a chatbot, can it ask basic qualifying questions (e.g., service needed, budget range, location, urgency)?
• [ ] Can your chatbot (or an integrated scheduling tool) help users book appointments or consultations directly?
• [ ] Is your chatbot or lead capture system integrated with your CRM or email marketing tool to automatically save lead information?
• [ ] Do you have a system to follow up with users who start filling out a contact form or interacting with the chatbot but don’t complete the action?

➡️ TiltStack Resource: Learn more about how Custom AI Chatbots can transform your lead capture.

🔁 Section 3: Automation Systems (Are You Working Smarter, Not Harder?)

Why it matters: Automating repetitive tasks saves incredible amounts of time, reduces errors, and ensures consistent follow-up, allowing you to focus on delivering your core services.

• [ ] Do you have an automated system to follow up with new leads via email and/or SMS shortly after they inquire?
• [ ] Are review requests automatically sent to customers a few days after service completion?
• [ ] Are website form submissions automatically routed to the correct person or department on your team and logged in a central place?
• [ ] Are you using a Customer Relationship Management (CRM) system (like GoHighLevel, HubSpot, Airtable, Notion, etc.) to manage customer interactions and sales pipelines?
• [ ] Are repeat customer engagement sequences (e.g., service reminders, birthday offers) or appointment reminders automated?

➡️ TiltStack Service: Explore our Business Process Automation solutions to streamline your operations.

📈 Section 4: Performance Tracking & Optimization (Do You Know What's Working?)

Why it matters: You can't improve what you don't measure. Understanding your website and marketing performance is key to making smart decisions.

• [ ] Is Google Analytics 4 (GA4) installed correctly on your website and actively tracking conversions (e.g., form submissions, calls, bookings)?
• [ ] Do you track the source of your leads (e.g., Google organic search, social media, paid ads, referrals)?
• [ ] Do you regularly measure key metrics like website booking rates, contact form completion rates, or lead-to-customer conversion rates?
• [ ] Do you know which of your services or website pages attract the most traffic and generate the most leads?
• [ ] Do you review your website and marketing performance at least monthly and make adjustments based on the data?

➡️ TiltStack Tip: Confused by analytics? Ask TiltStack about setting up a custom monthly performance dashboard for clear insights.

✅ Next Steps: What's Your Score?

Count how many items you checked "yes" for (or rated highly if using a 1-5 scale for yourself):

• 18–22 Checked: You're well-optimized and likely seeing good results! Keep refining and exploring new digital strategies to stay ahead in 2025.
• 10–17 Checked: You're in a good place with a solid foundation. Implementing a few targeted changes in the unchecked areas could bring significant gains.
• 0–9 Checked: Let’s fix this ASAP! You’re likely leaving significant business and efficiency on the table. Prioritize addressing these gaps.

🎯 No matter your score, there's always room to improve. Request a free TiltStack Digital Readiness Review, and we’ll provide personalized advice on where to focus your efforts first for maximum impact.

📩 Want this checklist as a handy, printable PDF for your desk or to share with your team?

Download the Full 2025 Website & Automation Checklist PDF Now!

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TiltStack builds conversion-optimized websites, implements powerful automation systems, and develops custom AI chatbots for SMBs that want to scale with less stress and achieve real growth.