Skip to content
DFXCommunity

ChecklistMeasurement

Local services: Weekly and monthly performance review

48 weekly and monthly checks from lead to won job: cost per job, revenue by district, technician comparison, profile numbers, and decision rules.

48 items6 groups18 minOctober 15, 2026

  • checklist
  • performance
  • reporting
  • cost per job

Preview

3 items open, 48 items in total. Members see the rest.

Create a free accountSee plans

In local services, clicks or lead counts alone don't tell you much; the real measures are jobs won and the profit on each. Run the weekly sections in 20–30 minutes once a week and the monthly sections at month's end, and make sure every item ends in a decision.

Weekly: spend and leads

8 items
  • Last week's spend, clicks, calls, WhatsApp messages, and form submissions went into a one-row table.
  • Leads were split by channel: Meta, Google search, Google profile, organic Instagram, referral, and direct calls.
  • Leads were counted by district, and leads from districts with no demand or no service coverage were flagged.

5 items more in this group for members.

45 items more for members

This item has 48 items in total. With a membership you see all of it and copy any line in one click.

  1. Weekly: phone, WhatsApp, and crew8 items
  2. Monthly: cost per job and profit8 items
  3. Monthly: content and Google profile8 items
  4. Decision rules8 items
  5. Reporting and the meeting8 items
Create a free accountSee plans

Already have an account? Log in

The same item for other industries

This item has a separately written version for 31 other industries. If you work with them too, open their version.

Local services page

  • Copy template15 min

    15 copy and message templates for local services

    Meta ad: availability

    Need {SERVICE} in {DISTRICTS}? Call us or send a photo on WhatsApp. Our hours: {HOURS}. We give you the price before we start, and we don't do extra work without your OK.

    15 templates · 4 groupsMembers only

  • Script14 min

    6 on-site Reels scripts and 3 call scripts

    0-3sReels 1: Walking-in routine (20s)

    At the door, shoe covers going on. On screen: '3 things we do when we enter your home'

    9 scripts · 2 groupsMembers only

  • Message template25 min

    WhatsApp and DM replies

    First reply: urgent problem

    Hi, {NAME} from {COMPANY}. Safety first: if water is running, shut the main valve; if it's electrical, switch off the breaker; if you smell gas, close the gas valve and call 187. So I can help quickly: 1. Which district and neighborhood are you in? 2. Can you send a photo or a 10-second video of the problem? 3. Which floor are you on, and is there an elevator? Once I have those, I'll send the nearest open time and a price range.

    20 templates · 5 groupsMembers only

  • Checklist20 min

    36-point marketing checklist for local services

    • Profile verified; for a business that goes to customers, the address is hidden and a service area is set.
    • Primary category matches the most common job; additional categories are limited to real services.

    36 items · 6 groupsMembers only