Checklists

Checklists for sales.

10 pre-built sales checklists, each one ready to seed into your workspace and edit.

← All checklists

Build Your Sales Pitch
Build a sales pitch that closes deals

Craft a repeatable sales conversation, from opening line to close, that wins customers without sounding pushy or scripted, and gets sharper with every call.

10 steps
Create In-Store Signage & Displays
In-store signage that sells for you

Design signs and displays that stop shoppers, answer their questions, and lift sales, using clear words, big type, honest prices, and smart placement.

10 steps
Go Freelance
Go freelance without the guesswork

Turn your skills into a freelance business that pays, from first clients and pricing to contracts and steady income.

12 steps
Open an Online Store
Open an online store, start selling

Open an online store and reach your first sales, from products and platform to payments, shipping, and launch.

13 steps
Pitch Your Business
Pitch your business so investors lean in

Build a ten-slide pitch, know your numbers cold, and deliver a clear ask. A step-by-step path from one-liner to follow-up that makes investors and partners lean in.

10 steps
Plan Seasonal Promotions
Plan seasonal promotions that pay off

Plan holiday and peak-season pushes eight weeks out: one goal, one clear offer, stocked shelves, and a promotion sequence that starts with your own customers.

10 steps
Start a Cleaning Business
Start a cleaning business that pays

Start a cleaning business and land recurring clients, from services and pricing to supplies, staffing, and bookings.

13 steps
Start a Landscaping Business
Start a landscaping business right

Build a landscaping business with steady seasonal income, from equipment and licensing to pricing and repeat clients.

13 steps
Start a Photography Business
Start a photography business fast

Turn your camera into a paying photography business, from gear and pricing to a portfolio and your first booked clients.

12 steps
Start a Real Estate Business
Start a real estate business right

Launch a real estate business from license to first clients, covering brokerage, marketing, and building a pipeline.

11 steps