Template library
Free client checklist templates by industry
Every job starts with a list of what you need from your client. Borrow one of these, change anything, and let the assistant do the asking and the reminding.
Bookkeeping
Month-end closes, new client onboarding, payroll setup and year-end: the checklists bookkeepers send every month, with the statements and answers to ask each client for.
Monthly close
Everything you need from a client to close their books each month.
8 items ↻ every month
New bookkeeping client onboarding
The paperwork and logins to collect before the first month of bookkeeping.
9 items
Year-end close
Wrap up the year and hand clean books to the tax preparer.
9 items ↻ every year
Payroll setup
What to collect from a client before running their first payroll.
8 items
Catch-up bookkeeping
Collect months of missing records to bring books up to date.
7 items
Tax preparation
Tax document checklists for individual and business returns, quarterly estimates and IRS notices: the forms to request from each client and the steps to finish the work.
Individual tax return (Form 1040)
The documents to collect for a personal tax return.
11 items ↻ every year
Small business tax return
Year-end information needed for a business return.
9 items ↻ every year
Quarterly estimated taxes
Collect year-to-date numbers and send estimated payment amounts.
4 items ↻ every quarter
IRS notice response
Gather what you need to answer a tax notice before its deadline.
6 items
Marketing and design agencies
Kickoff and approval checklists for web design, branding, social media and SEO projects: the assets, logins and sign-offs to collect from clients so projects start and launch on time.
Website project kickoff
Brand assets, content and logins to collect before design starts.
9 items
Brand identity project
The questionnaire and approvals for a logo and brand project.
8 items
Monthly social media content
Photos, news and approvals for next month's posts.
5 items ↻ every month
SEO audit onboarding
The analytics and site access needed to start an SEO audit.
7 items
Website launch
Final approvals and access needed to go live.
7 items
Contractors and trades
Selections, permits, change orders and closeout checklists for remodelers and trades: the decisions and paperwork to get from homeowners so jobs are not held up.
Kitchen remodel selections
Every finish and fixture decision to get from the homeowner.
8 items
Pre-construction paperwork
Contract, deposit, permits and access before work starts.
8 items
Change order approval
Get a change approved in writing before doing the work.
4 items
Project closeout
Walkthrough, punch list and final payment.
5 items
Photographers
Planning checklists for weddings, portrait sessions and commercial shoots: the timelines, shot lists, releases and payments to collect from clients before the day.
Real estate
Listing, buyer and rental checklists for agents and property managers: the disclosures, approvals and documents to collect so every deal and move-in stays on schedule.
Listing preparation
Paperwork and access needed before a home goes on the market.
7 items
Buyer under contract
Keep a buyer on track from accepted offer to closing.
7 items
Rental application
Applicant documents for a rental, from ID to proof of income.
6 items
Tenant move-in
Signed lease, deposit and insurance before handing over keys.
6 items
Law firms
Client intake and document collection checklists for law practices: engagement paperwork and the documents to gather from clients so matters can move forward.
Freight and logistics
Shipment document checklists for freight forwarders and customs brokers: the commercial documents, filings and approvals to collect from shippers and consignees before cargo moves.
Let the assistant do the asking
Add a template, start it for a client, and Follow Up With emails them the list, reminds them until it's done, and checks the files they send.
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