Checklists

Free checklists that follow the guide step by step. Open one on screen and check items off, or print it and keep it next to your desk.

Checkpoint checklists

One checklist for each of the 8 checkpoints. Finish one before you spend money on the next.

1. 1A viable ideaA real customer, a real problem, and a price that works for you.OpenPrint
2. 2Legal basics in placeStructure, registration, permits, taxes, insurance, and contracts.OpenPrint
3. 3Money under controlBank accounts, bookkeeping, payments, and a cash cushion to fall back on.OpenPrint
4. 4Easy to findYour profile, website, listings, and the accounts you own.OpenPrint
5. 5Ready to sell and deliverIntake, estimates, scheduling, delivery, and closing the job.OpenPrint
6. 6Ready to advertiseFast lead response, tracking, and knowing what a customer costs.OpenPrint
7. 7Ready to hire and growRoles, training, payroll, and procedures that scale.OpenPrint
8. 8Built to lastClean records, backup people, and a plan for whatever comes next.OpenPrint

Review checklists

Once your business is running, these keep everything accurate and up to date over time.

1. WWeekly reviewLeads, reviews, messages, and anything on your profile that changed.OpenPrint
2. MMonthly reviewMoney, listings, website, and results compared with last month.OpenPrint
3. QQuarterly reviewTaxes, insurance, access to your accounts, and what to fix next.OpenPrint
4. YYearly reviewLicenses, renewals, contracts, prices, and plans for the year ahead.OpenPrint
5. AFull business auditEvery part of the guide, from A to Z, checked in one pass.OpenPrint