Year-end records checklist
Checklist for accountants
For accountants who want more small business clients before busy season.
Lead magnet templates, written for you.
A lead magnet is the free resource you offer in return for someone’s email address, and choosing what to give away usually takes longer than building the page. Each template here is a finished example written for one type of business, so you can see what a useful checklist for an accountant or guide for a recruiter looks like before writing your own. Pick the one closest to your work, swap in your details and publish it.
Template pack for mortgage and insurance brokersThe home buying planner For mortgage and insurance brokers who want people saving for their first home on their list.
The home buying planner, template pack for mortgage and insurance brokers
All templates
Showing 1 to 24
Residence terms cheat sheet for expat tax advisers
Cheat sheet for expat and international tax advisers
For expat tax advisers who want clients to understand the words before the first meeting.
Client email templates for company formation advisers
Email scripts for company formation and international business setup advisers
For anyone who sells to company formation advisers and wants advisers on their list.
First financial plan guide
Guide for financial advisors
For advisors who want to reach people making their first financial plan.
Pension review agenda template pack
Template pack for pension advisers
For pension advisers who want people to arrive at a review with the right papers and the right questions.
Swipe file for presenting a consultant's recommendation
Swipe file for consultants
For consultants who want their clients to carry a recommendation through the room it has to pass.
Buyer's guide to choosing an estate agent
Buyer's guide for real estate agents
For agents who want to be chosen on their evidence and service rather than on the highest figure.
Let only or fully managed decision guide for letting agents
Decision guide for letting agents and property managers
For letting agents who want to speak to landlords who have not decided how much help they need.
Viewing mistakes list for buyer's agents
Mistakes list for buyer's agents and property sourcers
For buyer's agents and property sourcers who want buyers to avoid the errors that lead to regret.
Offer accepted to day ninety roadmap
Roadmap for recruiters
For recruiters who want employers to keep the people they have just paid to find.
New client checklist
Checklist for freelancers
For anyone who serves freelancers and wants new freelancers on their list.
How to structure a lesson: a cheat sheet
Cheat sheet for course creators
For course creators who want new creators learning from them.
Client message templates for fitness coaches
Email scripts for fitness and nutrition coaches
For anyone who sells to fitness coaches and wants them on their list.
What to expect from physiotherapy: a guide
Guide for physical therapists
For physiotherapists who want people with a new pain or injury to understand treatment before they book.
Class booking policy template
Template pack for gym owners
For gym and studio owners who run classes and lose spaces to no shows and last minute cancellations.
Bad month client wording swipe file
Swipe file for marketing agencies
For agencies whose account managers dread the monthly call when the numbers are down.
Buyer's guide to choosing a cold email agency
Buyer's guide for cold email agencies
For agency owners who want to be chosen for clear terms and careful work, not for the biggest promise.
Group or one to one coaching decision guide
Decision guide for business coaches
For business coaches who offer both formats and want owners to choose the right one without a sales push.
Fractional engagement mistakes list
Mistakes list for fractional executives
For fractional executives who want founders to avoid the errors that end good engagements too soon.
Sale roadmap
Roadmap for business brokers and M&A advisers
For business brokers who want owners to know what comes next in a sale.
Franchise questions checklist for franchise consultants
Checklist for franchise consultants and franchisors
For franchise consultants who want people thinking of buying a franchise on their list.
Book description formulas: a cheat sheet
Cheat sheet for authors
For authors who find their book description harder to write than the book.
Client email templates for photographers and filmmakers
Email scripts for photographers and videographers
For photographers and videographers who want creative business owners on their list.
Ghostwriting a founder's LinkedIn: a practical guide
Guide for linkedIn creators and ghostwriters
For ghostwriters and LinkedIn writers who want other writers and agencies on their list.
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What do you want to make?
ChecklistsA quick win people can print.Cheat sheetsThe numbers or terms they keep looking up.Email scriptsMessages they can copy and send.GuidesA longer read that builds trust.Template packsDocuments they can fill in.Swipe filesWorked examples they can copy.Buyer's guidesHow to choose someone in your trade.Decision guidesClear tests for one real decision.Mistakes listsCommon errors, each with the fix.RoadmapsA plan over weeks or months.
Questions
A format that solves one small, specific problem your client has this week. Checklists and cheat sheets are the quickest to make and use, while a guide suits services where trust takes longer to build, such as financial advice.
Yes. Pick the format that fits and change the example content to suit your clients, because the structure works for any service business.
Start with any of them. You can apply a different template, style or font to your page later in the editor.
Yes. The free plan includes the template library and one lead magnet page, so you can publish any of these without paying.
No. Every template comes filled with real example content. You change the words and replace the marked details, like your name and your numbers.
Yes. Pick a header colour, a style and a typeface before you start, then change anything in the editor.
Pick one, change the words, publish.
Free to start. No credit card.