Free checklist templates
Every checklist below is written out in full on its own page — no signup, no download wall. Copy it, print it, or run it with your team so each step is tracked and assigned.
agency
Client Onboarding Checklist
Start every client engagement the same professional way.
Marketing Campaign Checklist
Plan, launch and measure a campaign without gaps.
Meeting Agenda Checklist
Make every meeting worth the salary cost in the room.
Project Kickoff Checklist
Start projects with alignment instead of assumptions.
SEO Audit Checklist
A structured audit you can complete in a day and hand to a client.
Social Media Content Checklist
A weekly rhythm for consistent, on-brand social output.
facilities
Building Maintenance Checklist
A monthly round that keeps small repairs from becoming capital costs.
End of Tenancy Cleaning Checklist
Clean to inventory standard and photograph everything.
Gym Cleaning Checklist
Daily and weekly gym hygiene in one list.
Landlord Property Inspection Checklist
A mid-tenancy inspection record that protects both sides.
Office Move Checklist
Move without losing a working day.
finance
Accounting Client Onboarding Checklist
Onboard an accounting client compliantly and quickly.
Expense Report Checklist
A clean expense submission that gets approved first time.
Invoice Processing Checklist
Stop duplicate payments and late fees with one repeatable flow.
Month End Close Checklist
Close the books faster with a fixed sequence and owners.
Weekly Bookkeeping Checklist
One hour a week keeps the books clean and the accountant cheap.
glossary support
healthcare
Care Home Daily Checklist
A shift-level checklist that keeps residents safe and records complete.
Clinic Closing Checklist
Close the clinic safely and leave nothing outstanding for the morning.
Dental Clinic Opening Checklist
Open every surgery to the same clinical standard.
Infection Control Checklist
Weekly audit plus daily controls in one checklist.
Medication Administration Checklist
The seven rights plus documentation and double-check — used at the bedside.
Patient Intake Checklist
Front-desk through clinical — consents, history, insurance, vitals, EHR entry in order.
hospitality
Catering Event Checklist
Use this for every off-site catering job to avoid missing equipment or breaking temp rules.
Charity Event Checklist
Run a fundraising event that raises money and stays compliant.
Event Setup Checklist
Everything to run before doors open so the event starts on time.
Hotel Housekeeping Checklist
A repeatable room standard so every guest gets the same clean room.
people ops
Classroom Daily Checklist
A teacher-friendly daily routine that keeps the classroom running.
Employee Offboarding Checklist
Knowledge transfer, access revocation, comms, and final pay — without the awkward gaps.
Employee Onboarding Checklist
Pre-start through 30/60/90 milestones — a structured ramp for every new hire.
First Day Onboarding Checklist
Make day one organised so new starters feel confident by lunchtime.
New Hire IT Setup Checklist
Email, SSO, devices, security training, and access reviews — done before day one.
Payroll Processing Checklist
Run payroll the same way every month and catch errors before payment.
Performance Review Checklist
Run fair, evidence-based reviews that people actually value.
Recruitment Process Checklist
A structured hiring process that reduces bias and speeds up decisions.
Remote Employee Onboarding Checklist
Onboard remote hires without them feeling lost.
restaurant
Bar Closing Checklist
A tight bar close protects margin and stops morning problems.
Cafe Opening Checklist
Everything a barista needs to open a cafe calmly and on time.
Daily Restaurant Opening Checklist
Run this before every open so service starts on time with no surprises.
Food Safety Checklist
A simple daily record that satisfies inspectors and keeps customers safe.
Kitchen Closing Checklist
Cleaning, food safety, equipment shutdown, and prep — every closer follows the same order.
Restaurant Closing Checklist
Cover front of house, back of house, cash, cleaning, and security — every shift, in order.
Restaurant Opening Checklist
Equipment, stock, safety, and service prep — done in order, before the doors open.
retail
Customer Service Call Checklist
A consistent call structure that lifts CSAT and first-contact resolution.
Ecommerce Order Fulfilment Checklist
A pick-to-dispatch standard that reduces returns and complaints.
Inventory Count Checklist
Run a stocktake that produces numbers you can trust.
Product Launch Checklist
Coordinate a launch across marketing, sales, support and operations.
Retail Store Opening Checklist
Open the store to standard every single day.
Salon Opening Checklist
Open the salon calm, clean and ready for the first client.
Store Closing Checklist
A tight close makes the next morning easy.
safety
Cleaning Checklist for Office
Daily and weekly routines split clearly — what gets done every day vs. once a week.
Compliance Audit Checklist
Run an internal audit that stands up to an external one.
Construction Site Safety Checklist
A daily site walk that keeps everyone legal and safe.
Delivery Driver Daily Checklist
Start and end every shift the same way.
Fire Safety Checklist
A monthly walk-round that keeps your fire records defensible.
Forklift Inspection Checklist
A driver-level pre-use check that takes ten minutes and prevents most incidents.
GDPR Compliance Checklist
A practical checklist for small teams handling personal data.
Incident Report Checklist
Follow this immediately after any incident so nothing is missed.
Incident Response Checklist
Detect, triage, mitigate, resolve, postmortem — the steps that hold under pressure.
Office Fire Safety Checklist
Monthly walk-through — exits, extinguishers, alarms, signage, and drill records.
Quality Control Checklist
Catch defects before your customer does.
Risk Assessment Checklist
Use this to produce a defensible risk assessment in under an hour.
Vehicle Inspection Checklist
A daily walk-round check for any commercial vehicle.
Warehouse Safety Checklist
Walk the warehouse weekly with this and log every finding.
Workplace Safety Inspection Checklist
Walk the site with this monthly and log every finding with an owner.
tech ops
API Integration Checklist
Build integrations that survive contact with production.
Cyber Security Checklist
The controls that stop most real-world attacks.
Daily Standup Checklist
A 15-minute format with blockers, dependencies, and a parking lot — same time, same place, every day.
Data Backup Checklist
Backups only count if you have tested the restore.
Marketing Campaign Launch Checklist
Brief through launch and measurement — every campaign goes through the same gates.
QA Testing Checklist
A release-grade QA pass you can repeat every sprint.
SaaS Customer Onboarding Checklist
Get new accounts to first value fast and reduce early churn.
Sales Pipeline Stage Checklist
Stage-by-stage exit criteria — a deal only advances when its criteria are met.
Server Maintenance Checklist
Run monthly to stop small problems becoming outages.
Software Release Checklist
Ship with confidence and a clear way back.
Website Launch Checklist
Everything to check before and immediately after going live.
Website Pre-Launch Checklist
Performance, SEO, accessibility, analytics, content — every gate before go-live.
Run any of these checklists with your team
Track every step, assign teammates, and run it again next time.