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Checklists and short guides we use with clients, free to download. Start with the one below, it's the same assessment we run on the first call.
Free download
Twenty-two questions across five areas, each scored 0, 1, or 2 for a total out of 44. Below 18 means build the foundations first, 18 to 30 means start with your strongest area, and above 30 means you are ready to use AI across several areas. It takes ten minutes, and we use the same list on client calls.
Site speed, mobile, your CMS, analytics, and how the site is structured.
Your content plan, the pages you already have, SEO basics, a publishing routine, and tracking.
Brand identity, how often you post, the mix of formats, and which platforms you keep up.
Where leads come in, where they are kept, how you follow up, and email.
Written processes, repetitive tasks, tools that talk to each other, and where files live.
Short, practical, and free, and each one is something we already send clients.
Everything to check before, during, and after a redesign so you keep your rankings.
ChecklistThe reply and follow-up sequence we use so a new inquiry gets an answer the same day.
TemplateFill in pages, content, and integrations and get a realistic range before you talk to anyone.
WorksheetWant one of these first? Email us and we'll send the draft →