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Free checklist
The Activation Checklist: 10 points most SMBs miss
10 quick-scan points across the four Activation Stack layers. Walk your site, score in 20 minutes, find the cheapest leak.
If you only have 20 minutes to find what's broken in your SMB activation stack, this is where you start. 10 yes/partial/no points across site, marketing, lead gen, and loyalty, the same points we score on every paid Activation Audit, just compressed into a checklist. Not a deep playbook; a triage tool. Tells you which Activation Stack layer to attack first based on where you score lowest.
What’s inside
- 10 quick-scan checks across all four Activation Stack layers, 2-3 per layer.
- Yes / partial / no scoring per point (max score 30; under 15 means at least one layer is structurally broken).
- A layer-by-layer total: where do you score lowest, and which layer's framework to read next.
- Cross-references to the deeper diagnostics (4-Point Hero, Citation-Ready Audit, Activation Stack eBook).
Frequently asked
How is this different from the Activation Stack eBook?
The eBook walks all four layers in depth (14 pages). This checklist compresses the same framework into 10 yes/no points (9 pages). Use the checklist for triage. The 'where do I look first?' question. Then drop into the eBook on the layer that scored lowest.
Is there overlap with the 4-Point Hero Diagnostic?
Yes, intentionally. The Hero Diagnostic is a deep dive on the most-common Layer 1 leak. This checklist's first 3 points are essentially the hero diagnostic compressed. If you already ran the Hero Diagnostic, you can skip points 1-3 here and jump to point 4.
Can I share / customize this for my own clients?
Yes. Marketers and consultants use it as a discovery tool with their own SMB clients. Attribution stays on you; we just ask the questions cleanly.
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Stop reading. Ship something.
The Audit beats the checklist.
This template covers the hero layer. The Activation Audit walks all four Activation Stack layers and lands a prioritized fix list in your inbox within 72 hours.