Digital Marketing Checklist

2026 Digital Marketing Checklist

Set goals, identify what success looks like & give yourself focus for your marketing year ahead

1. Set one primary marketing goal

Keep it simple. One number & one deadline.
The number of enquiries / sales you want to recieve per month.
When do you want to start hitting this target.

2. Define what a ‘qualified lead’ is

Understand what makes them the right customer for you?
Are they the right size, with a budget to cover your service and do they need it quickly?

3. Choose 1 core offer

Choose one simple offer to get people interested & get them enquiring.
A FREE session or a simple package.

4. Set your marketing frequency

Set how often you are going to take marketing action.
i.e. Each month we will post 1 blog, post on social media 4 times & request 4 reviews.


It is essential to know what people are searching for when it comes to your product or service. This will inform everything you write going forward

5. Do keyword research

Use keyword tools and Google search suggestions to uncover the terms your target customers actually type into Google.
i.e. Florist, Flowers, Wedding Flowers, Wedding Bouquet etc..

6. Identify local keywords versions

Add “near me & the locations of where your customers are to your main keywords.
i.e. Florists near me”, Florists harpenden, Florists St Albans, Florists Hertfordshire etc…

7. Identify high intent keywords

Add intent terms to your main keywords as these people are closer to taking action.
i.e. Buy flowers, Send flowers etc…

8. Create a definitive list of keywords & share it

Refine all your keywords into one list & make sure everyone has a copy. Staff writing content for website, replying to reviews, outsourced social media companies etc…

9. Allocate 1 keyword for each website page

To give your content focus on your website & improve your conversion rate & organic rankings you need to allocate one keyword to each page on your website


Get the most from your FREE Google Maps profile. It appears so high on the organic Google results that this can attract more customers than your website

10. Claim and verify your Google Business Profile.

Search your business on Google/Maps → ensure you have ownership access.

11. Check NAP consistency (Name, Address, Phone) across web listings.

Compare GBP, website footer, directories, socials for exact match.

12. Select correct primary + secondary categories.

Use the most specific primary category; add supporting secondary categories.

13. Update opening hours + special hours (holidays).

Confirm for upcoming bank holidays / seasonal hours.

14. Add services/products with descriptions and pricing (if appropriate).

Populate core services and key details that customers ask about.

15. Add high-quality photos (team, work, premises, products).

Aim for 15–30 photos; add new photos monthly.

16. Enable and monitor GBP messages (if suitable).

Respond within 24 hours; set auto-reply and FAQs.

17. Seed and answer GBP Q&A.

Add 5–10 common questions; answer them clearly.

18. Post GBP updates 1–2x per month.

Use offers, updates, before/after, seasonal tips.


Your repuation is key in increasing both:

  1. How many visitors convert into customers
  2. The number of people that will look at your company
19. Ask for reviews (constantly)

Setup when you ask, who asks & how.
i.e. Strive for 3/month. Use email/WhatsApp/in-person prompts.

20. Make a Google review link

Inside Google Business Profile Manager click on “Ask for reviews”. This gives you a direct link.

21. Respond to all reviews

Always including a relevant keyword thank positives while addressing any negatives calmly and offer resolution.

22. Show reviews on the website

Add a widget to your websiteto show your reviews.
Bonus: include reviews in schema if possible.

23. Collect 3–5 strong testimonials

Ask for testimonials, written, audio or video.
Best time: right after delivering a result.


Keep your website up to date for a better conversion rate & ranking higher on Google

24. Homepage clearly states what you do, for who, and the outcome

Above the fold (the content visible before a user scrolls), clearly communicate your service, who it’s for, and the main benefit or result.

25. Clear Call To Actions (CTAs) on every page

Ensure a clear CTA is visible on both desktop and mobile, without requiring excessive scrolling. Include several CTAs throughout the page where necessary.

26. Contact details visible on every page

Display phone number, email, and service area clearly. Ensure these are clicklable links to allow for tracking link clicks.

27. Short easy forms

Test every form submission to ensure spam protection, email delivery, and user notifications are working correctly.

28. Individual pages for each service / product

Create one dedicated page per service instead of listing everything on a single page.

29. Add credability / social proof to each page

Include reviews, accreditations, case studies, guarantees, or trust badges to build confidence.

30. Add FAQs

Include frequently asked questions to address common concerns and remove barriers to enquiry.

31. Write unique meta titles & meta descriptions for each page

Create clear, unique meta titles and descriptions so search engines and users understand each page. Include CTAs in meta descriptions and limit to approx. 165 characters.

32. Use logical headings (H1, H2, H3)

Think of headings as a relevancy hierarchy. The more important and relevant the topic is to the page, the higher the heading level it should have (H1 being the most important). Only one H1 should be used per page.

33. Add internal links

Link between relevant pages naturally within your page copy to help users navigate your site and help search engines crawl it.

34. Create a Secondary Call To Action (a checklist/guide to capture emails.)

Offer a checklist or guide to capture emails from visitors who are not ready to enquire yet.


Track your SEO efforts so you can focus your contnet exactly where you need high ranking on Google

35. Set up Google Search Console

Connect your website to Google Search Console so you can monitor search performance and any technical issues.

36. Submit sitemap & check your site index

Submit your sitemap URL (for example, yourwebsite.co.uk/sitemap.xml) in Google Search Console and confirm Google is indexing your most important pages correctly.

37. Track SEO Progress

Monitor rankings, impressions, and clicks using tools such as Google Analytics 4 (GA4), Google Search Console, Moz, or SEMrush to see how your SEO is improving over time.

38. Create a simple content plan (1 useful piece/month).

Answer FAQs, comparisons, costs, processes, local guides.


One of the key benefits of online marketing is how much data you can track. Set up Google Analytics correctly so you can see what return on investment you are getting from all your marketing activity

39. GA4 installed

Ensure Google Analytics 4 is installed correctly on your website and collecting data. ‘Tag Assistant’ extension on Chrome can quickly identify whether or not it is already installed or not.

40. Track key events (forms, calls, bookings)

Set up event tracking for important actions so you can measure enquiries and conversions accurately. Google Tag Manager allows you to create custom events such as Thank You Page Visits or Email/Phone clicks.

41. Monitor lead quality (which lead convert into business)

Add a simple ‘qualified?’ field in CRM/sheet.


Put ads in front of new customers at the point when they are looking to buy. Done correctly it can be a your most valuable and controlable revenue stream. Done badly Google ads will waste all your money.

42. Structure products / keywords into matching advert group

Group similar products or keywords together so ad copy, keywords and messaging are highly relevant to help increase Quality score ratings and lower cost-per-click.

43. Have specific landing pages for each advert groups

Send traffic to specialised landing pages that closely match the advert message to improve chances of success.

44. Check conversion tracking is working

Submit a test form/call via Tag Manager/Google Analytics debug.

45. Know your Target Cost Per Customer

Calculate this with the following formula:
Average order value – profit margin – costs = Target Cost Per Customer
i.e. £50 – £15 – £15 = £20 (Maximum Target Cost Per Customer )

46. Know your Target Cost Per Enquiry

This will let you know how much you can spend to get an enquiry.
Calculate this with the following formula:
Target Cost Per Customer x Conversion Rate = Maximum Target CPA
i.e. £20 x 25% = £5 (Maximum Target CPA)

47. Add negative keywords

Exclude irrelevant search terms across your campaigns to prevent wasted spend and improve traffic quality.

48. Remarket to website visitors

Show ads to people who have already visited your website to increase conversion chances. Commonly done via display ads.

49. Start Microsoft Ads

You can simply clone your Google Ads account into Microsoft and begin advertising on the 2nd most popular search engine.


Build brand awareness & create customer engagment where your customer spend their time. Then either drive them directly to leads or to your wesite to find out more.

50. Pick 1–2 platforms you can be consistent on

LinkedIn/Instagram/Facebook—choose based on audience.

51. Set a rough Frequency

Decide how often you will post (for example, weekly or twice per week) and aim to stick to it.

52. Define 3–5 content pillars. Including Wins

Choose a small number of content themes to rotate between, such as education, behind-the-scenes, customer wins, or results.

53. Capture content while doing work

Take photos, videos, or notes during your day-to-day work so content creation feels easier and more natural.

54. Repurpose longer blogs into social posts

Break blog posts into smaller tips, quotes, or snippets to share across social media.


One of the key benefits of online marketing is how much data you can track. Set up Google Analytics correctly so you can see what return on investment you are getting from all your marketing activity

55. Capture emails with a relevant lead magnet

Offer something useful (such as a guide, checklist, or discount) in exchange for an email address.

56. Send an instant auto-response to new leads

Set up an automatic email that is sent immediately after sign-up to confirm receipt and set expectations.
Problem → solution → proof → FAQ → CTA.

57. Build a 3–5 email nurture sequence

Create a short series of emails that educates the lead, builds trust, and guides them toward making an enquiry or purchase.

58. Send at least one helpful email per month

Stay in regular contact by sending useful, relevant emails that keep your business top of mind. For example, tips, stories, FAQs, and seasonal prompts.

59. Segment customers vs prospects

Separate customers and non-customers so each group receives more relevant messaging.

60. Track email successes

Review email performance such as opens, clicks, and enquiries, and use UTM tracking to understand what is working and what needs improving.


One of the easiest way to increase your conversion rate is be FAST. Answer calls quickly & respond to enquiries within 5 minutes.

61. Respond to new enquiries quickly (ideally <1 hour)

Reply to all new enquiries as soon as possible, aiming to respond within one hour to maximise conversion.

62. Record every lead

Log every enquiry in a CRM, spreadsheet, or tracking system so no leads are lost or forgotten.

63. Qualify enquiries

Ask 3-5 basic questions to confirm the lead is a good fit, such as budget, timeframe, and service required.

64. Track missed calls and call back quickly

Use missed call notifications or call tracking logs to avoid losing potential customers.

65. Ask every lead: ‘How did you find us?’

Ask this question via a dropdown on every call or form submission to understand which marketing channels are generating leads.


Essential security and compliance. Google needs it or it won’t rank you high up & your customers need to confidently engage with you.

66. SSL – Secure your site

Check if you have a padlock next to your website’s url or “https” at the beginning of the url. If there is no padlock or you have a “http”, then download an SSL plugin and activate it for your website.

67. Privacy policy + cookie policy up to date

Ensure you have correct GDPR/UK compliance and accurate tracking disclosures present on your website.

68. Forms have spam protection and deliverability tested

Install reCAPTCHA (or an equivalent spam protection) and apply it to every form on your website.

69. Website and plugins updated regularly

Keep the website and plugins up to date, with backups taken before updates.

70. Backups running and tested

Make sure backups are running and can be restored if needed. Can install plugins to assist with this process.

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