Starter kit

Local Service Automation Checklist

HTML checklist plus printable Markdown

A clean first version you can use immediately, adapt, print, or turn into a paid handoff later.

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Use this in one sitting

Do the first usable version for each block. The point is to get the system standing, not to perfect it on the first pass.

Missed-call capture

Define the minimum useful outcome for Missed-call capture.
List the tool, document, or trigger that controls Missed-call capture.
Write the first working version before adding extra detail.
Assign an owner and a review moment for Missed-call capture.

Quote intake

Define the minimum useful outcome for Quote intake.
List the tool, document, or trigger that controls Quote intake.
Write the first working version before adding extra detail.
Assign an owner and a review moment for Quote intake.

Follow-up sequence

Define the minimum useful outcome for Follow-up sequence.
List the tool, document, or trigger that controls Follow-up sequence.
Write the first working version before adding extra detail.
Assign an owner and a review moment for Follow-up sequence.

Review request loop

Define the minimum useful outcome for Review request loop.
List the tool, document, or trigger that controls Review request loop.
Write the first working version before adding extra detail.
Assign an owner and a review moment for Review request loop.

Weekly owner dashboard

Define the minimum useful outcome for Weekly owner dashboard.
List the tool, document, or trigger that controls Weekly owner dashboard.
Write the first working version before adding extra detail.
Assign an owner and a review moment for Weekly owner dashboard.