Business Checklists

Practical, interactive checklists for the most important business processes. Click any item to mark it done — progress is saved in your session.

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Month-End Close
Finance & Accounting

A complete close process for SMEs — from reconciling bank accounts to locking th

24 items
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Pre-Fundraise Data Room
Funding & Investment

Everything investors will ask for before writing a cheque. Build this before the

26 items
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Product Launch
Go-to-Market

From internal sign-off to live — everything to check before, during, and after a

23 items
🗓️
Annual Business Review
Strategy & Planning

A structured end-of-year review to close out the year, assess performance, and s

22 items
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New Hire Onboarding
HR & People

A structured onboarding checklist to get a new team member productive, connected

23 items
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ESG Readiness
Sustainability

Assess your business's ESG readiness and identify the quick wins and longer-term

22 items