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Checklists

Marketing checklists for your kind of business.

Every list is written for one situation, ordered highest return first, with the effort and cost against each task.

  • 16 business types
  • 12 competitor scenarios
  • Free to read

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By business type

Pick the one that matches what you run.

Different businesses leak growth in different places. These lists start where yours does.

12 tasks

Marketing checklist for Shopify stores

12 tasks to turn store traffic into repeat customers, ranked by return.

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12 tasks

Marketing checklist for SaaS startups

12 tasks to turn trial signups into paying customers before you scale ads.

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12 tasks

Marketing checklist for local service businesses

12 tasks to turn nearby searches into booked jobs, ranked by return.

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12 tasks

Marketing checklist for marketing agencies

12 tasks to fill your agency's own pipeline, ranked by return.

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12 tasks

Marketing checklist for coaches and consultants

12 tasks to book more discovery calls without a big budget.

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12 tasks

Marketing checklist for restaurants and cafes

12 tasks to fill more tables and build repeat customers, ranked by return.

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12 tasks

Marketing checklist for gyms and fitness studios

12 tasks to fill classes and keep members past month three, ranked by return.

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12 tasks

Marketing checklist for dental and medical practices

12 tasks to book more new patients and bring back overdue ones, ranked by return.

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12 tasks

Marketing checklist for mobile apps

12 tasks to turn app store visits into retained users, ranked by return.

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12 tasks

Marketing checklist for B2B marketplaces

12 tasks to build supply, attract buyers, and get to first liquidity, ranked by return.

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9 tasks

Marketing checklist for ecommerce subscription brands

9 tasks to cut churn and grow recurring revenue, ranked by return.

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9 tasks

Marketing checklist for online course creators

9 tasks to fill your next cohort or launch, ranked by return.

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9 tasks

Marketing checklist for recruitment agencies

9 tasks to win more mandates and fill roles faster, ranked by return.

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9 tasks

Marketing checklist for property and estate agents

9 tasks to win more instructions and close faster, ranked by return.

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9 tasks

Marketing checklist for accountants and bookkeepers

9 tasks to win more clients and reduce churn, ranked by return.

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9 tasks

Marketing checklist for nonprofits and charities

9 tasks to raise more and keep donors giving, ranked by return.

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Competitor scenarios

When someone bigger is already in the way.

What to do when the other side has more budget, more rankings or a free tier.

10 tasks

How do you compete with a bigger competitor?

Win the accounts they're too big and too generic to fight for.

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10 tasks

How does a DTC brand compete with Amazon?

Win on story and repeat purchases, not price or shipping speed.

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10 tasks

How does a local business compete with national chains?

Win the map pack and the neighborhood, not the price war.

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10 tasks

How do you compete with a funded SaaS competitor?

Out-focus and out-retain a competitor that can out-spend you.

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10 tasks

How do you compete on price without discounting?

Protect margin by adding value instead of cutting price.

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10 tasks

What do you do when a competitor outranks you on Google?

Diagnose the exact ranking gap, then close it systematically.

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10 tasks

How do you compete with a competitor outspending you on ads?

Win on cost efficiency and channel mix, not budget size.

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10 tasks

How do you compete with free and freemium alternatives?

Win on reliability and support, not by matching free.

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9 tasks

How do you market a business when you hate selling?

Let your marketing answer objections so you don't have to pitch.

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9 tasks

How do you recover after a Google ranking drop?

Diagnose the real cause before changing anything, ranked by priority.

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9 tasks

How do you market a product nobody is searching for?

Create demand for a new category instead of chasing search volume that doesn't exist.

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9 tasks

How do you get found by AI assistants like ChatGPT?

Structure content so AI assistants can cite it directly, ranked by return.

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