Free resources / Tasks & Workflows
Tasks & Workflows
Checklists and workflow templates for the processes practices run every week — follow-up, onboarding, offboarding, and SOPs.
The collection
Just before you dive in…
Drop your name and email to access the library. I’ll let you know when new tools are added. No spam, ever.
Prospect Follow-Up Checklist
The weekly discipline that keeps no prospect from slipping through the cracks.
New Client Onboarding Workflow Template
A phase-by-phase template with owners and due dates — from signed agreement to first review.
SOP Framework Template
A 7-part framework for writing procedures your team will actually follow — with a worked example.
Client Offboarding Checklist
A clean, professional exit process — because how clients leave shapes what they say.
CRM Task Template Library
Twelve ready-to-build task templates — plus the rule for when a task should be a workflow instead.
Estate Planning Operations Checklist
What to confirm and track with clients every few years — your operational role in their estate plan.
Free to use in your practice — not for resale or redistribution.
A small sample
These tools are a small sample of what I build for practices.
If your operations could use this kind of thinking applied systematically, I'd love to talk.