Printable Checklists for Home Service Lead Gen

Print-ready GBP, weekly metrics, LSA, speed-to-lead, and 7-day quickstart checklists for plumbers, HVAC, roofers, electricians, and landscapers.

8 min read

At a Glance

  • 10 print-ready sections — GBP monthly, weekly metrics, LSA ops, speed-to-lead setup, front office team review, unbooked lead audit, on-site close weekly, lead-to-close owner huddle, reviews weekly office, 7-day quickstart
  • Use on screen — checkboxes save in your browser (scoped to this page)
  • Print or PDF — use the toolbar below; each major section starts on a new page when printed
  • Deep dives — GBP Mastery, Metrics, LSA, Speed-to-Lead, Quickstart
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Use Print checklists for a clean PDF from your browser, or Download .txt to paste into your CRM or team chat. Progress on this page is saved locally in your browser — it will not sync across devices.

Monthly GBP Checklist

Complete every month to stay visible in Google’s local results. Full details: Google Business Profile Mastery.

  • Publish at least 4 posts (Offer, photo + local proof, or quick tips)
  • Reply to every new review within 24 hours
  • Add 3–5 fresh real-job photos (cover, exterior, before/after, team at 720×720 or cover 1024×576)
  • Review and update services list if offerings changed (add pricing/descriptions where useful)
  • Verify service areas are accurate for every city/zip you serve
  • Check GBP Insights: note top search terms, calls, and direction requests
  • Answer new customer questions in Q&A (reply as the business)
  • Refresh business description and attributes if anything changed (hours, emergency, discounts)
  • Confirm main phone number and website link are correct
  • Confirm notifications enabled for reviews, messages, and Q&A
  • Post at least one before-and-after or “in your neighborhood” photo this month

Prep first: GBP Setup Prep · Setup guide: GBP Mastery

Weekly Metrics Review

Run every Sunday (15–20 minutes). Targets and simulator: Metrics.

  • Pull leads by source (LSA, GBP, website, Meta, Google Ads, referrals)
  • Calculate CPL (spend ÷ leads) for each paid channel
  • Calculate cost per booked job (spend ÷ booked jobs) — the metric that matters
  • Note median lead response time — target under 5 minutes on paid leads
  • Record close rate by source (booked ÷ leads per channel)
  • Count new Google reviews this week — target 3–5 per week
  • Log revenue per lead if you track job value in CRM
  • Flag any source with CPL rising 20%+ week over week
  • Pick one process fix for next week (script, follow-up, landing page, or budget shift)
  • Update your tracking sheet or CRM dashboard with this week’s numbers

LSA Weekly Ops

For Google Local Services Ads accounts. Full guide: LSA.

  • Answer every LSA lead in under 5 minutes during business hours
  • Review lead list for disputes — file within 30 days for wrong category, out of area, or spam
  • Check weekly spend vs budget cap; note if Google throttled delivery
  • Confirm license and insurance documents still current in LSA dashboard
  • Verify business hours in LSA match when someone can actually answer
  • Review cost per booked job (not just CPL) against your target
  • Test that lead notifications reach at least two people (phone + email/app)
  • Coach whoever answers using Scripts — two-time booking ask
  • Compare LSA booked rate to GBP and other sources in your weekly sheet
  • Adjust weekly budget up 15–25% only if cost per booked is under target and crew has capacity

Speed-to-Lead Setup

One-time setup plus weekly audit. Full guide: Speed-to-Lead.

  • List every lead source (LSA, website form, GBP messaging, Meta, referrals) and where alerts go
  • Enable missed-call text-back on main business line (target: send within 60 seconds)
  • Route website forms to SMS for on-call rep, not email only
  • Connect GBP messaging to the same queue as phone leads
  • Create CRM stages: New lead → Contacted → Quote sent → Booked → Lost (reason required)
  • Add columns: source, received time, first contact time, booked Y/N
  • Assign one named owner for business-hour response
  • Document after-hours policy (on-call tech vs next-day callback)
  • Paste phone and text scripts from Templates where your team answers
  • Run a test lead from each source; time minutes until a human responds
  • Weekly: zero “New lead” rows older than 24 hours

Front Office Weekly Team Review

Run every Monday (15 minutes). Full playbook: Front Office & Dispatch.

  • Queue owner named for the week and visible to the team
  • Pull leads by source from CRM or weekly sheet
  • Median first contact time on LSA and paid leads — target under 5 minutes
  • Zero uncontacted leads older than 24 hours (document exception if any)
  • Review booking rate by source vs prior week
  • Listen to one booked call and one lost call — write one coaching note
  • Confirm review ask SMS sent within 30 minutes on completed jobs
  • File LSA disputes within 30 days for wrong category, area, or spam
  • Complete Monday huddle: numbers, queue audit, coaching, one process fix
  • Log results in Metrics or CRM dashboard

Unbooked Lead Weekly Audit

Run every Friday (15 minutes). Full playbook: Lead Follow-Up.

  • Export all CRM rows in Quote sent and Follow-up active stages
  • Every open quote has a next follow-up touch scheduled within 7 days
  • Send overdue day-2 and day-5 texts/calls before end of day
  • Calculate quote-to-book rate for the week (booked ÷ quotes sent)
  • Calculate close rate by source (booked ÷ leads) — log in Metrics
  • Review top lost reason this week — pick one fix (script, range, faster quote)
  • Mark ghosted leads Lost (no response) after 5-touch cadence complete
  • Copy follow-up templates from Templates if team needs fresh shortcuts

On-Site Close Weekly (Field + Owner)

Run every Friday with field leads. Full playbook: On-Site Close.

  • 100% of in-person estimates had a written quote or same-day invoice summary
  • Maintenance or service plan pitched on every qualifying initial visit
  • Review ask made on every completed job (tech verbal or office SMS within 30 min)
  • CRM logged on-site outcome: booked, follow-up date, or lost reason before EOD
  • Quote-to-close on visit rate calculated for the week (by tech if applicable)
  • One ride-along or recorded estimate reviewed — coaching note documented
  • Escalations to office (financing, permits) had callback same business day

Lead-to-Close Weekly Owner Huddle

Run every Monday (15 minutes). Full hub: Lead-to-Close System.

  • Queue owner named for the week
  • Median first contact time on LSA/paid leads — target under 5 minutes
  • Quote-to-book rate logged vs prior week (booked ÷ quotes sent)
  • Written-quote % on in-person estimates — target 100%
  • New Google reviews this week — target 3–5 once system runs
  • Zero uncontacted leads older than 24 hours
  • Listen to one booked call and one lost call — one coaching note
  • Pick one process fix for the week (response, follow-up, on-site, reviews)
  • Confirm Friday audits scheduled: unbooked leads, on-site close, reviews

Reviews Weekly Office Audit

Run every Friday (10 minutes). Full playbook: Reviews & Referrals.

  • Review link saved, tested on mobile, and in CRM shortcuts
  • Review SMS sent within 30 minutes on every completed job this week
  • All new reviews replied within 24 hours
  • Unreplied review backlog cleared or scheduled
  • GBP notifications enabled for new reviews
  • Count new Google reviews this week — log in Metrics
  • One referral ask sent to a 5-star reviewer (optional warm lead)
  • One GBP post published pairing service quality with review momentum

7-Day Quickstart One-Pager

Condensed from Quickstart: 7-Day Lead System. About 45–90 minutes per day.

Day 1 — Google Business Profile

  • Claim or verify profile at business.google.com
  • Add every service with customer-facing names; pricing/descriptions where helpful
  • Upload 20–30+ photos (truck, action, before/after, logo)
  • Write description under 750 chars; set hours and all service areas
  • Enable messaging, seed 5–10 Q&A questions, turn on notifications, publish first post

Day 2 — Tracking

  • Get dedicated tracking number (Google Voice, CallRail, or similar)
  • Place tracking number on GBP, website header, and ad platforms per their rules
  • Create sheet columns: Date, Source, Service, Quoted, Booked, Revenue, Response time
  • Run test call or form; confirm log entry same day

Day 3 — LSA or paid test

  • Confirm LSA category eligibility for your area
  • Apply or log in; upload license + insurance
  • Set sustainable weekly budget ($300–$800 test range for many trades)
  • Connect tracking number; enable notifications for two people
  • Draft 30-second intake script from Scripts

Day 4 — Reviews

  • Text every completed job within 30 minutes with review link
  • Set follow-up if no review after 3 days
  • Reply to every new review within 24 hours
  • Target 3–5 new Google reviews this week

Day 5 — Highest-traffic touchpoint

  • Website: mobile click-to-call above fold, one service + city in H1
  • Or strengthen GBP services, posts, and Q&A if no site yet
  • Or one dedicated landing page for top ad offer (not generic homepage)
  • Phone test: count taps to dial — target one tap

Day 6 — Follow-up templates

  • Customize missed-call text-back (send in 60 seconds)
  • Customize quote follow-up (24 hours after estimate)
  • Train team on two-time booking ask from Scripts

Day 7 — Review and plan week 2

  • Count leads by source in your sheet
  • Note median response time on LSA/paid leads
  • Mark booked jobs; rough cost per booked if running ads
  • Pick one double-down action for next week (reviews, LSA budget, or GBP posts)
  • Run Lead Gen Scorecard for personalized priorities

Next best action: Print the section you need today, then run the Scorecard to prioritize week 2.