A free checklist for business owners
The five-minute
lead-loss checklist.
A customer finds your website. Can they reach the right person? Check these five things before paying for more traffic.
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Tap your call button.
Open your website on your phone. Find the call button and tap it. Check the number that appears in the dialer before placing a call. Try the button on the page customers actually visit, not just your homepage.
A good result: the button is easy to find, opens the dialer and shows the correct business number.
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Send a test inquiry to your own business.
Use your real form with your own contact details and a message clearly marked “TEST — please ignore.” Look for a confirmation, then check the inbox that should receive it, including spam. Tell the person who manages your reports to identify it as a test.
A good result: the message reaches the right inbox with the details someone needs to reply. A success message on the website is only half the check.
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Make your service area obvious.
Read the first screen as a new customer. Is it clear what you do, which neighborhoods or boroughs you serve, and how to contact you? A visitor should not have to guess whether you can take the job.
A good result: the service and real coverage area are clear. Any hours or emergency-service claims match what your team can deliver.
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Follow the link customers use.
Open the destination URL listed in your ad account. If the ad offers a specific service, does that page explain the same service and offer a clear next step? If you do not run ads, check the website link in your Google Business Profile or social profile.
A good result: the link works, the page matches the offer, and a visible call or inquiry option works on mobile.
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Know who handles a missed call.
Check your voicemail greeting and your missed-call process. Is the business identified? Who receives the notification and calls back? Agree on coverage during the hours your site advertises.
A good result: one person owns the next step. If routing is uncertain, arrange a test call with your team and verify it.
Write down the issue, who owns it and when you will check again. These notes stay on this page; they are not sent or saved.
Margian · margian.co/resources/more-calls-checklist/ · September 11, 2026
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