Turnaround and Scaling Checklist

1. Identify what is broken
   • Cash flow
   • Lead flow
   • Pricing
   • Operations
   • Customer experience

2. Stop the immediate damage
   • Cut what is not working
   • Pause wasted spending
   • Fix obvious bottlenecks
   • Close out old overdue tasks

3. Stabilize the business
   • Tighten up communication
   • Clean up the CRM
   • Put follow-up systems in place
   • Get current customers handled properly

4. Rebuild your offer
   • Clarify what you sell
   • Set realistic pricing
   • Create a simple sales process
   • Build basic scripts and templates

5. Fix or replace your marketing
   • Remove dead campaigns
   • Set up ads that actually drive leads
   • Build clean landing pages
   • Add tracking so you know what works

6. Improve your closing rate
   • Faster response times
   • Consistent follow-up
   • Clear expectations
   • Better onboarding

7. Automate the routine work
   • Lead follow-up
   • Appointment reminders
   • Customer updates
   • Review requests

8. Scale what works
   • Increase ad budget slowly
   • Add funnels
   • Improve your offer
   • Hire or outsource where needed

9. Review numbers weekly
   • Cash flow
   • Lead volume
   • Conversion rates
   • Project or job pipeline

10. Repeat and refine
    • Keep what works
    • Remove what doesn’t
    • Build consistency
    • Prepare for growth, not chaos