Digital presence checklist for small businesses
Photo: Avila Ops Tecnologia
This checklist helps your company independently assess in a few minutes what is already covered and what is missing from its digital presence: your own foundation of website, domain and email; relationship channels such as Instagram and WhatsApp; sales processes; and results measurement.
Your own foundation
The first section checks whether your company has a stable digital address that does not depend on social media to exist.
- The company has its own domain rather than relying only on a social media handle or Linktree
- The website or landing page opens correctly on phones
- Professional email uses the company’s domain rather than only personal Gmail/Hotmail
- The website clearly explains what the company does and for whom
- A clear contact method, such as WhatsApp, a form or phone number, is visible without scrolling through the entire page
Relationship channels
The second section checks whether channels customers already use connect to each other rather than work in isolation.
- Instagram or the main social network links to the website or WhatsApp in its bio
- There is a business profile in WhatsApp Business rather than an unstructured personal number
- WhatsApp replies follow a basic script with greetings, qualification and next steps
- Advertisers using Meta Ads, Google Ads or boosted posts know where they send each click
Sales process
The third section checks for a basic process between first contact and sale rather than relying solely on the team’s memory.
- Contacts and conversation history are recorded in a single place such as CRM, a structured spreadsheet or a system
- Each lead has an owner and defined next step
- There is a reminder or follow-up routine for people who did not reply
- The company knows how many leads arrived last month without guessing
Results measurement
The final section checks whether the company can see what works rather than deciding only by impression.
- An analytics tool is installed on the website; it need not be sophisticated, but it must exist
- Meta Pixel or an equivalent is installed if the company advertises on Instagram/Facebook
- The company can identify where its latest leads or sales came from: Instagram, Google, referrals or WhatsApp
- There is a simple monthly record of how many leads became sales
Connections, made clear
From idea to published page, with a review.
An editorial workflow to keep content clear and organised.
- GoalDefine who the page is for and what it should communicate.
- ContentPrepare the copy, images and information.
- PreviewCheck the presentation before publishing.
- ReviewValidate content, links and next steps.
- PublicationPublish and keep the information up to date.
- Goal. Define who the page is for and what it should communicate.
- Content. Prepare the copy, images and information.
- Preview. Check the presentation before publishing.
- Review. Validate content, links and next steps.
- Publication. Publish and keep the information up to date.
Goal
Define who the page is for and what it should communicate.
Turn what you learned into your next step.
Tell us about your company and what you want to improve. We can explore the right tools, integrations or custom project together.