ChecklistPRO
The checklist, welcome email and access-request form that take a new automation client from "yes" to kickoff without chasing.
Included with AI Stack Pro. The preview below is open to everyone.
Everything you need between a signed proposal and the first working automation: what to collect, in what order, and the messages that make clients send it quickly.
It is written for automation projects (access to tools, test data, approvals), but works for most done-for-you service businesses.
Freelancers and small agencies who lose days chasing logins and approvals after a client says yes.
| Phase | When | Done when |
|---|---|---|
| 1. Paperwork | Day 0 | Agreement signed, first invoice paid |
| 2. Access | Days 1–3 | You can log into every tool you need |
| 3. Kickoff | Day 3–5 | Process mapped and approved by the owner |
| 4. Go-live | End of build | Client has tested it and knows who to contact |
Get new templates first
One email when new templates are added. No account needed.
Everything that turns this into something running. Preview any of it.