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Free Resource · Home Service Businesses
47 things every local trade contractor needs, from registering your business to building systems that run without you. Download the free PDF and see exactly where you stand.
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"I've been running my HVAC company for 6 years and I thought I had everything figured out. Went through this checklist and found 12 things I was missing, including stuff that was actively costing me customers."
"The section on digital presence alone was worth it. I didn't realize how much business I was leaving on the table just from not having a Google profile set up properly. Downloaded this, fixed it in a week."
"I sent this to two other plumbers I know. It's the most complete overview of what you actually need that I've ever seen. I've paid for courses that didn't cover half of this. Great resource, totally free."
Work through each section in order. Check off what you have and identify the gaps that are costing you time, money, and customers.
Start here
Know exactly what your business is, who it serves, and what makes it different before you spend a dollar on anything else.
Protect yourself first
The foundational legal and financial infrastructure you need before taking on a single paying customer.
How customers find you
What customers see when they search for your trade and whether your online footprint wins their trust or loses their business.
Leads are useless if you're slow
The systems that capture every inbound lead and respond fast enough to win the job, even when you're on another job.
Run your business, not spreadsheets
The operational systems that keep your business running professionally at any size.
What they see before they call
Your reputation is your most valuable marketing asset. These are the systems that build and protect it.
Scale without adding hours
The infrastructure that grows your revenue without requiring you to work more: automation, tracking, and partnerships.
This checklist was built for one type of business owner: the home service contractor who takes their work seriously.
Don't skip steps that will cost you later. This checklist tells you exactly what to set up, in what order, before you take your first paying job.
Use the checklist to audit what you have and spot the gaps that are leaking revenue. Most established businesses are missing 10–15 items.
Every item in this checklist was written with home service trades in mind, not generic business advice that doesn't apply to your situation.
This is a working checklist. Check off what you have, identify what you're missing, and get to work. No fluff and no padding, no upsell.
Free PDF. 47 items. 7 sections. Takes 10 seconds to grab and works on any business in any home service trade.
See what we're building
Tips, systems, and behind-the-scenes for home service business owners. Follow along on Instagram.