Free Resource

Salon Marketing Checklist

A complete, actionable marketing checklist covering everything from local SEO to retention campaigns. Follow these steps to build a marketing engine that grows your salon on autopilot.

Discovery & SEO Checklist

Claim and verify Google Business Profile

Complete every GBP field (hours, services, description, categories)

Upload 20+ high-quality photos to GBP

Set up automated review requests after appointments

Respond to all Google reviews within 24 hours

Build citations on 50+ directories (Yelp, Yellow Pages, etc.)

Ensure NAP consistency across all listings

Optimize website for local keywords

Add schema markup to website

Create location-specific landing pages

Set up Google Search Console and Analytics

Optimize for AI search engines (AEO)

Lila automates all of these tasks

Booking & Conversion Checklist

Enable 24/7 online booking on your website

Set up AI receptionist for after-hours inquiries

Add booking links to Google Business Profile

Add booking buttons to all social media profiles

Implement multi-channel inquiry handling (phone, text, DM, email)

Set up appointment confirmation messages

Create booking abandonment follow-up sequences

Display pricing transparency on website and GBP

Optimize booking page for mobile devices

Track booking conversion rate monthly

Cora automates booking and conversion

Retention & Loyalty Checklist

Set up automated rebooking reminders

Create win-back campaigns for lapsed clients (60-90 days)

Implement birthday and anniversary messages

Build a referral reward program

Send post-visit thank you messages

Create VIP loyalty tiers for top clients

Track client retention rate monthly

Track rebooking rate by stylist

Set up churn prediction alerts

Personalize communications based on service history

Echo automates retention and loyalty

Analytics & Optimization Checklist

Track key metrics monthly (retention, conversion, CLV, churn)

Set up demand forecasting for staffing optimization

Review revenue per service category quarterly

Monitor no-show rate and take action above 15%

Compare performance by stylist

Analyze which marketing channels drive most bookings

Review and adjust marketing budget quarterly

Track ROI on each marketing investment

Sage automates analytics and reporting

Related Tools

Frequently Asked Questions

How often should I review this checklist?
Review the full checklist quarterly and perform the weekly/monthly items on schedule. Marketing consistency is more important than any single action - doing a few things consistently beats doing everything once.
Which items should I prioritize first?
Start with Google Business Profile optimization, review generation, and booking automation. These three items typically deliver the fastest ROI for salons and require minimal ongoing effort once set up.
Can Prefero automate items on this checklist?
Yes. Prefero's four agents automate approximately 80% of the items on this checklist, including SEO, review management, booking, retention campaigns, and analytics reporting.
Do I need to do everything on this checklist?
No. Focus on the categories most relevant to your current challenges. If you need more clients, prioritize discovery and booking. If you are losing clients, focus on retention. Use this as a menu, not a mandate.

Automate 80% of This Checklist

Prefero's four agents handle SEO, booking, retention, and analytics automatically. Book a demo and see how many checklist items vanish from your to-do list.