Digital marketing checklist: 23 basics to check off

by Thomas · May 2, 2026

Your digital marketing rests on simple fundamentals. The key is confirming that they are truly in place. This checklist brings together 23 essential points to give your clients a consistent experience and build credibility online.

Work through each section, tick what is already mastered, and note what still needs to be put in place. In one session, you will have a clear diagnosis of your priorities that you can download as a PDF.

🎨Build your brand

A consistent identity builds trust before the first call. Make sure these basics are ready to go.

Professional logo. Simple, legible, and aligned with what you do so people recognise you instantly.
Visual consistency. Reuse the same colours, typefaces, and logo across vehicles, documents, website, and social channels.
Updated print materials. Team-wide business cards with accurate contact details avoid mixed messages.
Clear tagline. A short promise that sums up your value and can be reused across every touchpoint.

🌐Online presence

Your website is the digital entryway. It should guide visitors quickly and tempt them to take the next step.

Structured website. Essentials such as Home, About, Services, Projects, FAQ/Team, and Contact are in place and easy to browse.
Social shortcuts. Clickable icons to your social channels so people can follow or message you instantly.
Mobile experience. Navigation tested on smartphones, optimised menus, and monitored load times.
Contact journey. A fully functional, tested form and visible calls to action on every key page.
Trust & compliance. Site secured with HTTPS plus accessible privacy policy and legal mentions.

📍Local SEO & reputation

Being found nearby relies on clear information and on the signals you send to search engines.

Google Business Profile. Claimed listing with accurate hours, services, description, and fresh photos.
Visible contact details. Phone number and address displayed in the footer of every page.
Local keywords.Specific phrases such as "electrician in Quebec City" woven naturally into your content.
Review collection. A simple way to request Google reviews and demonstrate reliability.

🤝Customer relations

Consistent follow-up is the difference between a happy client and a missed opportunity. Standardise how you respond so people know they can count on you.

Professional email. Use your own domain (e.g. contact@yourcompany.com) instead of a generic inbox.
Response time. Aim for under eight business hours to acknowledge or answer any request.
Review management. Respond consistently, even briefly, to show that every client matters.

🧰Tools & templates

A few simple tools save hours and remove administrative friction.

Scheduling. Tools like Calendly to propose availabilities without endless back-and-forth.
Billing. Reliable software (QuickBooks, Pennylane, etc.) to keep your quotes and invoices consistent.
Document templates. Quotes, invoices, and standard emails ready to use with your visual identity.
Analytics and tracking. Google Analytics and Search Console configured to track traffic and key search queries.

📣Visibility & social media

Multiply the places where people can discover your business and see proof of your work.

Directories. List your business on Pages Jaunes, Yelp, Houzz, or industry-specific platforms.
Posting cadence. Publish at least twice a month on one or two primary social channels to stay visible.
Social proof. Publish your work and testimonials regularly to build trust.

Tick each item you have covered to see how solid your foundations are.

Overall score

Based on 23 essentials

0 items completed / 23

Laying the groundwork

Secure your fundamentals first: clear branding, accurate contact details, and a mobile-friendly website.

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