Create one reliable record of your business details
Before opening tabs, gather current details in one sheet. A simple table is enough: public phone number, monitored email address, address or service area, hours and main contact link.
Write each item exactly as it should appear. Use a country code consistently if required. If you work by appointment, include that in the hours. This sheet is the reference; the website and social profiles are copies.
- A phone and email someone monitors
- Exact address or service area
- Normal hours and current exceptions
- Correct form, booking or WhatsApp link
Check the places customers actually use
Start on the website: header, footer, contact page and every call or WhatsApp button. Check the confirmation after form submission too; it may name an old email address or response time.
Continue with Google Business Profile and Maps, then Instagram, Facebook, industry directories and email signatures. Prioritise active channels and remove links to abandoned profiles that only introduce another version of your details.
A typical problem is a correct address on Google but a website directions button pointing to the previous premises. The visible text looks right until you tap. Review destinations as well as wording.
Test contact links with your thumb
Make the last pass on a phone. Tap the number and check the dialler. Open the email link and inspect the recipient. Try maps, forms and WhatsApp as someone unfamiliar with the business would.
Submit a test enquiry. Confirm delivery, a sensible automatic reply and a monitored destination. For bookings, reach the step before confirmation. This catches closed calendars, old services and impossible time slots.
Keep faults on the same sheet rather than scattering them across messages and screenshots. Record what was wrong, where it was corrected and what remains outstanding.
- Phone and email opened on mobile
- Correct map destination
- Form received and confirmed
- Booking or WhatsApp checked to the last safe step
Update channels without creating conflicting details
Update the master sheet first, then channels one by one. Mark a change complete once public and tested. Give anyone managing Google or social profiles the complete replacement information; ‘change the hours’ leaves room for different interpretations of days, holidays and breaks.
Keep an old account until the new one has received calls, emails or bookings successfully. A brief overlap can help, but the public should see one clear option. Two unexplained numbers make the customer choose blindly.
Caching or platform review may delay publication. Record the date and look again later. A correct admin dashboard is not a finished update if the public listing still shows the wrong information.
Repeat when something changes
You do not need to turn this into a monthly audit when nothing changes. Repeat it for new hours, a move, holidays, a different phone number or a change of the person handling enquiries.
Record an owner and last review date in the sheet. That simple step removes a common obstacle: nobody knowing which details are current.
- Current master record
- Named owner
- Changes checked on mobile
- Old profiles removed when no longer needed
