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Founder's Functional Operating Checklist
One checklist per core business function—focus on key setup, maintenance, and systemization tasks.
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1. Operations
[ ] Write SOPs (Standard Operating Procedures) for all repeatable tasks
[ ] Create a job checklist for each service type (e.g. lawn cut, detail, inspection)
[ ] Schedule weekly job reviews (on-time, complete, issue-free)
[ ] Track time per job for pricing + efficiency
[ ] Set up a simple inventory/restock system
[ ] Maintain equipment weekly
[ ] Build backup plan for sick days or emergencies
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2. Sales & Customer Management
[ ] Set up a basic CRM (HubSpot, Notion, or spreadsheet)
[ ] Track leads, customers, and follow-ups
[ ] Create offer templates (introductory, premium, recurring)
[ ] Write a simple sales script (inbound + cold)
[ ] Build a referral/word-of-mouth offer
[ ] Collect and showcase reviews
[ ] Send follow-up texts/emails post-job