πŸ“‹ Printable checklist

SME Growth Checklist India

A simple, practical checklist for Indian small businesses that want more Google visibility, WhatsApp enquiries, reviews and repeat customers.

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How to use:Finish the β€œMust Do First” section before spending money on ads. Then do the weekly tasks every Monday or Friday.

Must Do First

  • Claim or create your Google Business Profile.
  • Add correct business name, phone, address or service area, website and timings.
  • Add your main services and starting prices.
  • Upload at least 10 real photos.
  • Set up WhatsApp Business profile.
  • Create a Google review link and QR code.
  • Add Call, WhatsApp, Direction and Booking buttons wherever possible.
  • Create a customer list in Google Sheets.
  • Send follow-up messages to old customers.
  • Track calls, WhatsApp leads, bookings, reviews and repeat customers every month.

Google Business Profile

  • Search your business name on Google Maps first.
  • If a profile exists, claim it. If no profile exists, create one.
  • Use your real business name only. Do not add extra keywords.
  • Choose the most accurate primary category.
  • Add exact address if customers visit you.
  • Hide address and set service area if you visit customers.
  • Add services, photos, hours, phone, website and appointment link.
  • Check the profile once every week for wrong edits.

WhatsApp Business

  • Install WhatsApp Business app.
  • Add business name, category, photo, address, hours and website.
  • Add product or service catalogue.
  • Create greeting message and away message.
  • Create quick replies for price, location, review, booking and thanks.
  • Use labels: New Lead, Interested, Booked, Paid, Follow Up, Repeat Customer.
  • Ask permission before sending regular offers.
Useful quick replies

/price β€” Send price list
/location β€” Send Google Maps link
/review β€” Send review link
/booking β€” Send appointment link
/followup β€” Send repeat-visit reminder

Review Growth

  • Create one Google review link.
  • Create a review QR code and print it for counter, reception and invoice.
  • Ask happy customers for reviews after service completion.
  • Reply to every positive review.
  • Reply calmly to every negative review.
  • Do not offer money or discounts for reviews.
  • Track review count every month.

Website or Landing Page

  • Make the website mobile-friendly.
  • Put phone and WhatsApp button at the top.
  • Add service list, price range, location, hours and real photos.
  • Add reviews, FAQ, map link and booking/contact form.
  • Make every phone number tap-to-call.
  • Make every WhatsApp button open chat directly.
  • Test website speed on mobile.

Customer Sheet

  • Create a Google Sheet named Customer Follow-Up.
  • Add columns: Date, Customer Name, Phone, Service, Amount, Status, Next Follow-Up Date, Notes.
  • Add every new enquiry.
  • Mark lead status: New, Interested, Booked, Done, Lost, Follow Up.
  • Filter customers due for follow-up today.
  • Send WhatsApp reminders daily.
  • Track monthly revenue, best service and best lead source.

Weekly Marketing Routine

  • Upload 3 fresh photos to Google Business Profile.
  • Ask 5 happy customers for reviews.
  • Send follow-up to 20 old customers.
  • Post 2 local proof posts on Instagram/Facebook.
  • Check missed calls and WhatsApp leads.
  • Update customer sheet.

30-Day Action Plan

Days 1 to 7: Control

  • Claim Google Business Profile.
  • Complete WhatsApp Business profile.
  • Create customer Google Sheet.
  • Create review link and QR code.

Days 8 to 14: Trust

  • Ask 10 happy customers for reviews.
  • Reply to all old reviews.
  • Upload fresh photos.
  • Create first offer for old customers.

Days 15 to 21: Conversion

  • Fix mobile website or landing page.
  • Add Call, WhatsApp, Direction and Booking buttons.
  • Send follow-up message to 25 old customers.

Days 22 to 30: Growth

  • Create 10 social posts.
  • Contact 5 local partners for referrals.
  • Review monthly leads, calls and bookings.