# Monthly Owner Maintenance Checklist

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> A 30-minute monthly routine across your website, Google profile, reviews, analytics, and ads.

Canonical: https://vassalmarketing.com/information/resources/monthly-owner-maintenance-checklist/

**Maintained by Vassal Marketing** · Last updated on September 26, 2026

Reviewed at least quarterly and whenever a platform or rule it cites changes.

General information, not legal or professional advice. Check rules that affect your business with a qualified professional.

Block 30 minutes on the same day each month and work through these four parts in order. Most tasks take a minute or two. Write down anything that looks wrong and send it to whoever can fix it.

## Website (about 8 minutes)

Check the site the way a customer would.

- [ ] Open your homepage on your phone and confirm it loads quickly. — Owner · Monthly
- [ ] Submit your contact form and confirm the message arrives. — Owner · Monthly
- [ ] Tap your phone number link and confirm it rings the right line. — Owner · Monthly
- [ ] Check hours, prices, and staff names for anything out of date. — Owner · Monthly
- [ ] Ask your provider for a one-line note confirming updates and backups ran. — Provider · Monthly

## Google profile and reviews (about 8 minutes)

Keep your listing accurate and your replies current.

- [ ] Check your profile hours and any upcoming special hours. — Owner · Monthly
- [ ] Accept or reject Google's suggested edits. — Owner · Monthly
- [ ] Reply to any reviews still without a response. — Owner · Monthly
- [ ] Note praise or complaints that keep coming up. — Owner · Monthly
- [ ] Set special hours for upcoming holidays. — Owner · Before holidays
- [ ] Ask ChatGPT and Google's AI Mode for your business's hours and phone number, and fix any wrong source. — Owner · Monthly
- [ ] Check your Google profile for pending updates from Google's automated calls. — Owner · Monthly

## Leads and analytics (about 8 minutes)

Look at real leads before you look at traffic.

- [ ] Count this month's calls, forms, and booking requests. — Owner · Monthly
- [ ] Mark which leads were qualified and which booked in your lead tracking sheet. — Owner · Monthly
- [ ] Compare with last month and the same month last year. — Owner · Monthly
- [ ] Ask your provider to explain any large change. — Owner · Monthly

## Ads and accounts (about 6 minutes)

Make sure money and access are going where you expect.

- [ ] Compare ad spend with qualified leads from ads. — Owner · Monthly
- [ ] Scan the search terms report for searches that do not fit your business. — Either · Monthly
- [ ] Check email for renewal notices on your domain, hosting, and tools. — Owner · Monthly
- [ ] Review who has access to your accounts. — Owner · Quarterly

## Questions business owners ask

### What if I find a problem?

Write down what you saw, where, and when, with a screenshot if you can. Send it to your provider and note the date you expect it fixed.

### Do I need to understand analytics to do this?

No. Counting calls, forms, and bookings in your own records is the most important part. Ask your provider to explain the rest in plain words.

### Can my provider do this instead?

They can do much of it, but checking your own form, phone, and leads keeps you aware of what customers experience.

## Primary guidance

- [Google: Business Profile performance](https://support.google.com/business/answer/7689763)
- [Google Ads: About the search terms report](https://support.google.com/google-ads/answer/2472708)
- [Google Search Console Performance report](https://support.google.com/webmasters/answer/7576553)

## Related guides

- [Ongoing website maintenance](https://vassalmarketing.com/information/website-stewardship/ongoing-website-maintenance.md)
- [Google Business Profile monitoring and measurement](https://vassalmarketing.com/information/google-business-profile/monitoring-and-measurement.md)
- [Monthly marketing reporting](https://vassalmarketing.com/information/measurement-analytics/monthly-marketing-reporting.md)
- [Preventing wasted Google Ads spend](https://vassalmarketing.com/information/paid-search/google-ads-waste-prevention.md)

## Related resources

- [Lead Tracking Sheet](https://vassalmarketing.com/information/resources/lead-tracking-sheet.md): A simple spreadsheet for recording every lead, where it came from, whether it was qualified, and whether it booked, plus how to review it monthly.
- [Google Business Profile Checklist](https://vassalmarketing.com/information/resources/google-business-profile-checklist.md): Set up, verify, maintain, and measure your Google Business Profile with accurate information and safe ownership.
- [Review Request Templates](https://vassalmarketing.com/information/resources/review-request-templates.md): Sample email and text messages for asking every customer for an honest review, with wording to avoid.

[Browse all information topics](https://vassalmarketing.com/information.md).
