Your local setup workbook.

Worksheet 1: services, coverage and capacity

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Public business description: [One sentence describing work, customers and coverage.]
Contact hours: [Your actual arrangement.]
Urgent response: [What you genuinely offer, or explicitly not offered.]
Internal response target: [Achievable target and backup owner.]
Done when: [Who checked the services, capacity and wording?]

Completed fictional example

Public description: Rowan Electrical provides planned domestic lighting changes and additional sockets in York, Haxby and Wigginton, subject to assessing the proposed work.
Contact hours: Monday to Friday, 8am–5pm.
Urgent response: No advertised emergency service.
Internal response target: Alex checks messages between appointments and at the end of each working day; if unavailable, amend the acknowledgement to explain the actual arrangement.
Done when: In this exercise, Alex has checked the scope against the work and appointments the fictional business can accept. Suggested phrases are editorial examples, not measured demand.

Worksheet 2: business details and account ownership

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Trading name: [ ]
Public business phone/email: [ ]
Website address: [ ]
Public service area: [ ]
Private address record location: [Secure-system reference only.]
Public-address decision checked: [Profile decision; separate business-disclosure review if needed.]
Supplier handover/exit terms checked: [Owner; action; date.]

Completed fictional example

Trading name: Rowan Electrical.
Phone/email/domain: Not assigned in this teaching example; no working contact details implied.
Public service area: York, Haxby and Wigginton.
Private address: Kept out of this worksheet.
Public-address decision: Travelling-only business; hidden Google address. Separate applicable business disclosures still need checking.
Next action: Alex checks registration, renewal and exit control before agreeing to a provider.

Worksheet 3: Google profile status and verification log

Use the guide’s access decision tree and Google’s verification instructions. Record what Google actually shows, rather than selecting a method from a generic checklist.

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Completed fictional example

Parallel task while pending: draft the services/contact pages and prepare an enquiry test. This does not mean verification has passed or that search visibility is established.

Worksheet 4: honest proof and a real-job story

Copyable proof register

Completed fictional proof register

Copyable completed-job story

Job reference: [Private ID.]
Broad area: [Avoid publishing a customer’s exact address.]
Customer’s initial problem: [What they actually asked for.]
Work agreed and completed: [Factual scope.]
Your role: [Your business’s work, or accurately attributed permitted involvement.]
Relevant constraint: [What affected the work.]
Outcome and evidence: [What is supported, without invented savings or safety guarantees.]
Photos: [Asset references, photographer rights and customer/property permission.]
Customer approval for public wording: [Scope/date/reference.]
Publication decision: [Ready/hold; owner; next action.]

Completed fictional starting-state example

Job reference: None.
Problem/work/outcome: No completed customer project exists in this scenario.
Photos/permission: None collected.
Publication decision: Hold. Alex can publish honest process and verified personal credentials, but must wait for real work and permission before publishing a customer job story. This is the correct completed decision at this stage, not a missing testimonial to invent.

Worksheet 5: launch and enquiry test record

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Completed fictional form-test example

This models how to record a test. It is not a claim that Rowan Electrical has a functioning real website, inbox or profile. Fill every blank test row with your own evidence before calling your real launch checked.

Worksheet 6: enquiry-to-job log

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Completed fictional examples

Keep necessary customer contact details in your protected job system, linked by ID. Use your actual retention decision and access controls. A call-button tap with no received call is not a new enquiry row. If one person calls and then fills the form about the same work, link the contacts rather than count two separate opportunities.

Copyable privacy and tracking decision record

Use the guide’s linked current ICO sources. An uncompleted decision is an action to resolve, not permission to install a tool or begin collecting data.

Completed fictional privacy and tracking decision

Alex plans to collect a name, one contact method, postcode and short job description to handle requested work. Customer contact information will be kept in a protected job system; the marketing log will use enquiry IDs and minimal service/outcome information. The system/provider, authorised access, processing basis and retention schedule are not yet decided in this exercise and must be resolved before launch.

Visitor analytics and advertising tags are not installed in the example. That choice does not establish that the future website has no storage/access technologies: Alex still needs to inspect its form provider and any embeds. The privacy notice is not yet published. No consent or exception decision is claimed for an unspecified future tool.

Owner and next action: Alex completes the records above, checks the actual installed tools against current ICO guidance and implements the required controls before collecting real enquiries. Recheck after any supplier or tracking change.

Worksheet 7: useful listings, relationships and page decisions

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Completed fictional examples

Worksheet 8: monthly maintenance and next action

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Month: [ ]
Reviewer: [ ]
Comparison window and limits: [Dates; small sample; unknown sources; changes in availability.]

Completed fictional decision example

Review window: first setup checkpoint, 9 September 2026. No real trading data exists.

Stop adding tasks when they prevent you finishing the current priority. Recheck the result before expanding into more pages, directories or software.

Copyable 20-step progress tracker

This is a task tracker, not a requirement for 20 website pages. Complete tasks as their prerequisites allow. A legitimate pending Google step should stay pending.