Business Operations & Marketing Checklists

How to use these checklists

Tick an item only when it is already working in your business.

Your score updates automatically. Unticked items show the clearest areas to improve first.

Business operations health check

Check whether the basic systems needed to run the business are already in place.

Tick “Yes” only when the statement is true today.

YesClear 90-day prioritiesThe business has three to five written priorities for the next 90 days.YesOne owner for every important taskEach important task has one responsible person and a clear deadline.YesWritten working processesRegular work follows simple instructions that the team can easily find.YesRoutine decisions do not wait for the founderThe team knows which everyday decisions it can make without approval.YesWorkload and problems are visibleTasks, deadlines, workload, and blockers can be seen in one place.YesSales and delivery are planned togetherLead and sales goals are reviewed against team capacity and cash needs.YesUseful numbers are reviewedA small set of business numbers is checked regularly to guide decisions.YesBusiness information is organisedFreelancers, suppliers, files, tools, and access details are properly documented.

0 of 8 items are working

Several important foundations are missing. Start with the first two unticked items. Do not try to fix everything at once.

Marketing readiness checklist

Use this before spending more money on advertising, SEO, or content.

Tick “Yes” only when the statement is true today.

YesThe offer is easy to understandA new visitor can quickly understand what you sell and who it is for.YesThe important numbers are knownYou understand prices, profit margins, available capacity, and the sales target.YesThe website has a clear next stepThe site works well on phones and makes it easy to enquire, book, or buy.YesEnquiries and sales can be trackedForms, calls, bookings, and purchases are recorded correctly.YesNew leads receive a fast responseThere is a clear and consistent process for responding and following up.YesCustomers can see reasons to trust youThe website includes useful answers, business details, proof, or genuine reviews.YesThe team can handle more demandPeople, stock, time, and service capacity are ready for additional customers.YesThere is a testing budget and planThe team knows what will be tested, how much can be spent, and how results will be judged.

0 of 8 items are working

Several important foundations are missing. Start with the first two unticked items. Do not try to fix everything at once.

Event launch checklist

Use this before launching tickets or bookings for an event, boat party, charter, nightlife experience, or tour.

Tick “Yes” only when the statement is true today.

YesThe event basics are confirmedThe date, vessel or venue, capacity, costs, and sales target are agreed.YesCustomers know exactly what they are buyingTicket types, inclusions, rules, timings, and the event promise are clear.YesThe booking page works properlyA customer can understand the event and complete a booking easily on a phone.YesThe complete launch calendar is readyCreative work, partners, email, social media, advertising, and reminders have deadlines.YesGuest communication has clear ownersSpecific people handle questions, changes, cancellations, reminders, and check-in.YesAdvertising and ticket sales can be comparedYou can see which campaigns produce bookings, revenue, and useful returns.YesThe delivery plan is documentedSuppliers, staff, safety information, timings, roles, and final checks are written down.YesThe plan continues after the eventReviews, customer follow-up, reporting, improvements, and the next launch are scheduled.

0 of 8 items are working

Several important foundations are missing. Start with the first two unticked items. Do not try to fix everything at once.

Simple checks for smoother operations and stronger marketing.

Tick an item only when it is already working in your business.

Business operations health check

Marketing readiness checklist

Event launch checklist

Found several gaps in the checklist?