FIX YOUR FOUNDATION CHECKLIST

New year, new standards. Use this to get your marketing basics in line this month.

1. Know Your Numbers (for THIS month)

Monthly revenue goal: $__________Average sale amount: $__________

Now do the math:

• # of sales needed:Monthly goal ÷ average sale = ________ sales

• Estimate # of leads needed:(Example: If 1 out of 3 leads becomes a sale)Sales needed × 3 = ________ leads

I know my revenue goal

I know how many sales I need

I have a rough idea of how many leads I need

2. Clarify Your Focus Offer

What are the top 1–2 offers/services you want to sell this month?

1. 
   
2. 
   

For each one, jot this down:

• Who is it for?

• What problem does it solve?

• What result does it give them?

I know exactly what I’m trying to sell

I know who it’s for and why they should care

3. Set Your Weekly Marketing Non-Negotiables

Pick 2–3 actions you will commit to every week for the next 30 days.

Examples:

• Post 3x a week on __________

• Share 1 proof/review post per week

• Send 1 email to my list per week

• Ask 3 past customers for reviews each week

• Follow up with 5 leads each week

My Weekly Non-Negotiables:

1. 
   
2. 
   
3. 
   

I have a simple weekly plan

My actions match the leads I say I want

4. Quick Foundations Check

Circle yes or no:

• My website clearly says what I do & how to contact me. YES / NO

• My Google Business / main listing has correct hours & contact info. YES / NO

• My last social post was within the last 7 days. YES / NO

If you circled “NO” anywhere, add one quick fix for this week:

5. End-of-Month Debrief (Save this part)

At the end of the month, answer:

• Did I hit my revenue goal? YES / NO

• How many leads did I actually get? __________

• Which marketing actions actually worked? _____________________

• What will I keep / stop / start next month? ___________________

I’m building better decisions from real data, not vibes

That’s it. Simple, clear, and repeatable.