Checklist Lead Magnet template for Google Docs and Word

The first pages of the Checklist Lead Magnet template

Every page (5)

Overview

This template gives small business owners a printable two-page checklist for the online listing that brings in phone calls. Many owners have a listing with the wrong hours, no photos and a review count they never check. The document works through 15 checks in three groups, listing, reviews and website details, then turns them into an action plan with owners and due dates.

The sample shows a fictional agency's checklist, with an introduction, an action plan with owners and due dates, a month Gantt chart, an about us page and a guide to making it yours. Replace the figures, names and photos with your own, and limit the list to steps a reader can complete within seven days.

Useful for

A small bakery checking its listing before the spring holiday rush
A plumber offering a checklist to prospects in exchange for an email address
A dental office team working through reviews and hours each month

What's included

Cover with a specific promise for one reader
Introduction on who the checklist is for and what it saves
Action checklist with owners and due dates
Month Gantt chart of the same actions
About us page on how the agency works with owners
Make-it-yours guide with five steps

How to use it

1
Click Make a copy in Google Docs, then confirm on the Google page. The copy is saved to your own Google Drive.
2
Change the cover promise and the introduction so they describe your reader and one result.
3
Replace the 15 checks and the action plan with the steps you would give a new client.
4
Update the about us page with your team, your fees and how you work with owners.
5
Delete the make-it-yours guide page, then share the file or present it to your audience.

What you need

Requirements

A Google account with access to Google Drive

Works with

Google Docs
Microsoft Word (download the .docx)

Questions

Is this checklist template free?

Yes. Make a copy in Google Docs and it is yours to edit. There is no sign-up on this page and no charge for the template.

Can I change the layout and fonts?

Yes. The pages use standard Google Docs styles, so you can change fonts, colors and layouts as you would in any other document.

Are the people and figures real?

No. Glenmoor Media, its people, its 140 clients and every figure are fictional and made up for the example. Replace them with your own before you share the file.

#lead-magnet
#google-docs
#checklist
#small-business
#local-search
#marketing-template

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