# Local SEO Planning Worksheet

Use this worksheet to inventory the business, profile, website, proof, measurement, and ownership details needed for a responsible local SEO plan. Short, verified answers are more useful than guesses.

Guide: https://battleboundbranding.com/resources/local-seo-guide-san-antonio-service-businesses

## 1. Business identity and profile details

### Legal business name

Name used on formation, tax, banking, or licensing records:

### Public business name

Real-world name used on signage, the website, vehicles, and customer materials:

### Primary phone

- Authoritative customer-facing number:
- Who answers it:
- Call-tracking or forwarding relationship:

### Website URL

- Canonical website URL:
- Company account owner:

### Primary category

Most specific available Google Business Profile category that describes the core business:

### Secondary categories

Few additional categories that describe real lines of business:

### Services

Services offered, grouped under the appropriate category:

### Address or service-area-business status

- Business type: storefront / service-area / hybrid
- Do customers visit the address during stated hours?
- Address that may be displayed publicly:
- Address that should remain hidden:
- Verification status:

### Hours

- Regular hours:
- Holiday hours:
- Emergency hours:
- Appointment-only details:

### Appointment URL

Owned scheduling or estimate-request URL, if actively maintained:

## 2. Market and content priorities

### Service areas

- Cities:
- ZIP codes:
- Counties:
- Travel limits or fees:
- Places not served:

### Priority services

List services that matter commercially and have enough expertise and proof for useful pages:

| Priority | Service | Customer need | Proof available | Existing page |
| --- | --- | --- | --- | --- |
| 1 | | | | |
| 2 | | | | |
| 3 | | | | |
| 4 | | | | |
| 5 | | | | |

### Priority cities or neighborhoods

Only list places genuinely served. Record distinct projects, operating details, regulations, property conditions, or customer questions that could support useful content.

| Place | Why it matters | Distinct evidence or information | Existing page |
| --- | --- | --- | --- |
| | | | |
| | | | |
| | | | |

### Top competitors

Record real alternatives customers consider. Use profile and website URLs rather than assumptions.

| Business | Business Profile URL | Website | What customers can verify |
| --- | --- | --- | --- |
| | | | |
| | | | |
| | | | |

### Current ranking concerns

For each concern, record the query, searcher location, date, device, observed page or profile, and a screenshot. A single manual search is not a measurement baseline.

### Social profiles

| Network | URL | Company owner | Current? | Purpose |
| --- | --- | --- | --- | --- |
| | | | | |
| | | | | |

### Existing citations

Include major maps, directories, trade sites, local organizations, inaccurate records, and duplicates.

| Platform | Listing URL | Name | Phone | Address / service area | Status / correction needed |
| --- | --- | --- | --- | --- | --- |
| | | | | | |
| | | | | | |
| | | | | | |

### Photo asset inventory

- [ ] Logo and cover image
- [ ] Owner and team
- [ ] Branded vehicles
- [ ] Storefront or legitimate exterior
- [ ] Interior or customer-facing area
- [ ] Team performing priority services
- [ ] Before-and-after pairs
- [ ] Completed work
- [ ] Equipment or materials where useful
- [ ] Customer publication approvals
- [ ] Original high-resolution files in company-controlled storage

Missing assets, owner, and due date:

## 3. Reviews, measurement, and ownership

### Review-request process

- Trigger for requesting a review:
- Which customers receive the request:
- Request owner:
- Google review link or QR code owner:
- Request message:
- Reminder policy:
- Response owner and response standard:
- Process for negative feedback:
- Controls preventing incentives, review gating, staff reviews, or fake reviews:

### Analytics access

- Property name and ID:
- Company owner:
- Managers:
- Tracking status:
- Consent setup:
- Internal/test traffic handling:
- Last verified:

### Search Console access

- Property type and URL:
- Verified company owner:
- Managers:
- Sitemap status:
- Indexing concerns:
- Last reviewed:

### Google Business Profile ownership

- Primary owner:
- Additional owners:
- Managers:
- Recovery account:
- Multi-factor authentication:
- Former employees or vendors to remove:
- Last access review:

### Lead-tracking setup

- Phone-link event:
- Call-tracking provider and number ownership:
- Recording disclosure and retention review:
- Form-success event:
- Durable lead-record destination:
- Source and landing-page fields:
- Qualified-lead definition:
- Lead owner:
- CRM stages:
- Production test procedure:
- Manual fallback:

## 4. Change-management record

Use this before moving, changing the public name, changing the primary phone, or changing domains.

- Planned change and effective date:
- Company decision owner:
- Business Profile update and reverification owner:
- Website and structured-data update owner:
- Call-forwarding or old-number transition:
- Redirect plan:
- Citation and directory inventory:
- Customer notification plan:
- Post-change verification date:
- Unexpected issues and escalation path:

## 5. 90-day implementation plan

This is an implementation schedule, not a promised ranking timeline.

### 30-day actions

Focus on ownership, baseline, profile accuracy, tracking, critical technical fixes, and evidence collection.

| Action | Owner | Due date | Definition of done | Verification |
| --- | --- | --- | --- | --- |
| | | | | |
| | | | | |
| | | | | |

### 60-day actions

Focus on priority service pages, citation corrections, review workflow, proof publishing, and measurement review.

| Action | Owner | Due date | Definition of done | Verification |
| --- | --- | --- | --- | --- |
| | | | | |
| | | | | |
| | | | | |

### 90-day actions

Focus on selected local content, legitimate community visibility, a second technical review, lead-quality review, and next priorities.

| Action | Owner | Due date | Definition of done | Verification |
| --- | --- | --- | --- | --- |
| | | | | |
| | | | | |
| | | | | |

## 6. Decision record

- Project owner:
- Business decision makers:
- Agency or vendor access required:
- Baseline period:
- Review cadence:
- Definition of a qualified lead:
- Known dependencies:
- Claims or profile details requiring legal, licensing, or policy review:
- Next action:
- Owner:
- Due date:

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Battle Bound Branding provides this worksheet as an educational planning resource. It does not predict or guarantee rankings, map placement, traffic, leads, or revenue. Google, directory, review, privacy, recording, and advertising policies can change; verify current requirements before implementation.