The tools from The Next Name on the List
These are the printable tools from the book. Pick the one that fits the problem you're working on now. You don't need to complete all eleven.
The tools, one by one
Tool 01: The Leak Check
Find which of the eight leaks may be costing you jobs and which chapter to read first.
Tool 02: Website and contact-path inspection
Check whether a homeowner who finds your website can reach you without effort.
Tool 03: Reputation and business-facts check
Check what homeowners and AI tools find when they look up your business.
Tool 04: Marketing-asset ownership inventory
Record which marketing assets you own, which you can access, and what you would keep if you stopped paying vendors.
Tool 05: Inquiry-handling review
Track what happens to the calls and forms you already receive, including missed calls, callbacks, and follow-up.
Tool 06: Offer and customer-fit worksheet
Define the jobs you want, the towns you serve, and what drives your prices.
Tool 07: Questions for any marketing provider
Ask a marketing provider for written answers about ownership, terms, the work, and reporting you can check.
Tool 08: The monthly numbers
Record your monthly inquiries, booked jobs, close rate, average job value, and cost per booked job.
Tool 09: The system calendar
Assign recurring checks and follow-ups to named people so your fixes do not slide back.
Tool 10: The page plan
Plan website pages around your services, customer questions, and real towns, with true detail and proof for each page.
Tool 11: The work order
Record a change, its owner, evidence of completion, and a recheck date so you can judge what happened.
By trade
Appendix B: By trade
Compare the study’s review pace and website contact-path figures by trade, with medians presented as observations rather than targets.