The year-end records checklist
ChecklistAccountants
Year-end records checklist for accountants
For accountants who want more small business clients before the busy season.
Checklist lead magnet templates
A checklist turns a task into a short list of steps someone can tick off, which makes it one of the easiest lead magnets to finish and to share. These ten examples show the same idea for ten different audiences. Pick the closest one, change the words and publish it.
What to bring to your first planning meeting
ChecklistFinancial advisorsFirst meeting checklist for financial advisors
For advisors who want more first meetings with prepared prospects.
The proposal check before you press send
ChecklistConsultantsThe proposal checklist for consultants
For consultants who want to attract other consultants and freelancers.
The home seller prep checklist
ChecklistReal estate agentsHome seller prep checklist for real estate agents
For real estate agents who want more listing leads from homeowners thinking of selling.
The role briefing checklist
ChecklistRecruitersRole briefing checklist for recruiters
For recruiters who want reusable briefing questions.
The pre-launch checklist
ChecklistSaaS foundersPre-launch checklist for SaaS founders
For people who sell to SaaS founders and want their attention at launch.
The new client checklist
ChecklistFreelancersNew client checklist for freelancers
For freelancers who want to avoid early mistakes.
The course launch checklist
ChecklistCourse creatorsCourse launch checklist for course creators
For course creators and tools that serve them.
The gym day checklist
ChecklistFitness coachesGym day checklist for fitness coaches
For fitness coaches who want more beginner leads.
The campaign launch checklist
ChecklistMarketing agenciesCampaign launch checklist for marketing agencies
For agencies and freelancers who want to be seen as careful and organised.