Kits
Spend less time chasing. Start with a Kit.
Ready-to-customize requests for client onboarding, invoices, deliveries, construction, marketing, and more. Choose a Kit, assign the right people, and keep the next step moving. Use this Kit creates a private, version-pinned copy in your workspace. It never emails clients by itself.
Free includes three starter Kits in full. The industry catalog (80 Kits · 400 Asks) unlocks on Pro.
Free samples — ready to use
Full Ask details for everyone. Install within your plan's kit limit.
Website Content Checklist for Clients
v1.0.0 · 5 required · 6 asks
Gather the copy, logos, photos, bios, and decision owners a web team needs before build and launch.
Web design and development agencies · Official · Reviewed 2026-10-30
Preview & use →SEO Client Onboarding Checklist
v1.0.0 · 6 required · 6 asks
Collect goals, services, competitors, Search Console and analytics access, and content approval owners before SEO work starts.
SEO and digital marketing agencies · Official · Reviewed 2026-10-30
Preview & use →Brand Discovery Questionnaire for Clients
v1.0.0 · 6 required · 6 asks
Establish audience, positioning, voice, references, assets, and approval ownership before creative work.
Branding and creative studios · Official · Reviewed 2026-10-30
Preview & use →
Industry Kits (Pro catalog)
80 draft Kits across 20 categories (400 written Asks). Browse titles and categories as a sneak peek. Full Ask instructions unlock on Pro. Finance Kits stay restricted.
Pro catalog
See what you're missing
80 industry Kits · 400 written Asks behind Pro
Sneak peek: 80 of 80 titles. Sample Ask names shown — full instructions unlock on Pro.
- New Client KickoffProPilot
Collect the decisions and contacts needed to start an agreed engagement.
- · Confirm the agreed outcome
- · Name the day-to-day contact
- +3 more with full instructions…
Operations & communication · 5 asks · Ask details locked
- Stakeholder Decision RequestPro
Get one clear decision from the person authorized to make it.
- · State the decision needed
- · List the available options
- +3 more with full instructions…
Operations & communication · 5 asks · Ask details locked
- Client Blocker ResolutionPro
Clarify what is stuck and agree the next action without blame.
- · Describe what is blocked
- · Identify who can resolve it
- +3 more with full instructions…
Operations & communication · 5 asks · Ask details locked
- Service Renewal PreparationPro
Collect the information needed for a useful renewal discussion.
- · Review the current service
- · Describe changed needs
- +3 more with full instructions…
Operations & communication · 5 asks · Ask details locked
- Sales Discovery InputsPro
Gather enough context to prepare a relevant discovery conversation.
- · Describe the business problem
- · Describe the desired outcome
- +3 more with full instructions…
Sales & account management · 5 asks · Ask details locked
- Quote PreparationPro
Collect missing facts before an accurate quote is prepared.
- · Describe the requested deliverable
- · Confirm quantities and options
- +3 more with full instructions…
Sales & account management · 5 asks · Ask details locked
- Sales-to-Delivery HandoffProPilot
Transfer approved commitments to the delivery owner without making the client repeat them.
- · Confirm the purchased scope
- · Confirm important commitments
- +3 more with full instructions…
Sales & account management · 5 asks · Ask details locked
- Additional Work RequestPro
Clarify a new request before the team commits to added work.
- · Describe the new request
- · Explain the business reason
- +3 more with full instructions…
Sales & account management · 5 asks · Ask details locked
- Campaign Brief CollectionProPilot
Collect the facts and decisions required to plan a campaign.
- · Define the campaign objective
- · Confirm the offer and terms
- +3 more with full instructions…
Marketing & content · 5 asks · Ask details locked
- Monthly Newsletter InputsPro
Collect timely material and approval for the next newsletter.
- · Identify this month's priority
- · Supply news and offers
- +3 more with full instructions…
Marketing & content · 5 asks · Ask details locked
- Promotion and Offer ApprovalPro
Check the practical terms of an offer before it is advertised.
- · Describe the promotion
- · Confirm eligibility and exclusions
- +3 more with full instructions…
Marketing & content · 5 asks · Ask details locked
- Partner Content CollaborationPro
Collect the deliverables and approvals for a brand or creator collaboration.
- · Confirm the agreed deliverables
- · Confirm publication requirements
- +3 more with full instructions…
Marketing & content · 5 asks · Ask details locked
- Print Proof ApprovalProPilot
Confirm the exact artwork and production details before printing.
- · Confirm printed specifications
- · Verify names and factual text
- +3 more with full instructions…
Design, print & creative · 5 asks · Ask details locked
- Packaging Artwork CollectionPro
Gather the factual inputs and artwork decisions for packaging design.
- · Identify the product and variant
- · Provide the approved specification source
- +3 more with full instructions…
Design, print & creative · 5 asks · Ask details locked
- Signage and Vehicle Graphics BriefPro
Collect the measurements and approvals needed to prepare signage artwork.
- · Describe the installation surface
- · Confirm verified measurements
- +3 more with full instructions…
Design, print & creative · 5 asks · Ask details locked
- Photography Client PreparationPro
Gather the client decisions needed for an organized photo session.
- · Define the required images
- · Confirm locations and access
- +3 more with full instructions…
Design, print & creative · 5 asks · Ask details locked
- Invoice Preparation DetailsProPilot
Collect the business information needed to issue an accurate invoice.
- · Confirm the billed business name
- · Confirm the billing contact
- +3 more with full instructions…
Invoices & purchasing · 5 asks · Ask details locked
- Business Invoice Review and ApprovalProPilot
Resolve invoice questions with the authorized business approver.
- · Confirm the invoice reference
- · Verify received work or goods
- +3 more with full instructions…
Invoices & purchasing · 5 asks · Ask details locked
- Supplier Purchasing SetupPro
Collect non-banking supplier setup details before the first purchase.
- · Confirm supplier identity
- · Provide the commercial contact
- +3 more with full instructions…
Invoices & purchasing · 5 asks · Ask details locked
- Business Payment Query ResolutionPro
Clarify a payment question without collecting financial credentials or automating collections.
- · Identify the business invoice
- · Describe the issue
- +3 more with full instructions…
Invoices & purchasing · 5 asks · Ask details locked
- Preconstruction Client ReadinessProPilot
Collect client decisions and prerequisites before a scheduled construction start.
- · Confirm the agreed work area
- · Confirm the site contact
- +3 more with full instructions…
Construction & remodeling · 5 asks · Ask details locked
- Materials and Finish SelectionsProPilot
Collect versioned client selections before materials are ordered.
- · Identify the selection package
- · Choose the proposed finishes
- +3 more with full instructions…
Construction & remodeling · 5 asks · Ask details locked
- Construction Change Request ReviewPro
Collect information and explicit review of a proposed construction change.
- · Describe the requested change
- · Provide annotated reference material
- +3 more with full instructions…
Construction & remodeling · 5 asks · Ask details locked
- Client Punch List ReviewPro
Collect remaining client observations and confirm how they are resolved.
- · Identify remaining observations
- · Provide relevant photos
- +3 more with full instructions…
Construction & remodeling · 5 asks · Ask details locked
- Service Visit PreparationPro
Collect practical customer details before an agreed service visit.
- · Describe the service concern
- · Confirm site and arrival contact
- +3 more with full instructions…
Trades & home services · 5 asks · Ask details locked
- Home Service Estimate InputsProPilot
Collect the information needed to prepare or schedule a service estimate.
- · Describe the requested result
- · Identify the work location
- +3 more with full instructions…
Trades & home services · 5 asks · Ask details locked
- Installation Customer ReadinessPro
Confirm customer-controlled prerequisites before an installation visit.
- · Confirm the installation scope
- · Confirm site preparation
- +3 more with full instructions…
Trades & home services · 5 asks · Ask details locked
- Recurring Maintenance ConfirmationPro
Confirm customer access and priorities before a scheduled maintenance cycle.
- · Confirm the covered locations
- · Report changes since the last visit
- +3 more with full instructions…
Trades & home services · 5 asks · Ask details locked
- Weekly Corporate Meal OrderProPilot
Collect a workplace meal order before the supplier's cutoff.
- · Choose the delivery date
- · Confirm meal quantities
- +3 more with full instructions…
Food delivery & meal services · 5 asks · Ask details locked
- Delivery Handoff ConfirmationPro
Collect the information needed to hand off a scheduled business delivery.
- · Confirm the delivery reference
- · Confirm the receiving location
- +3 more with full instructions…
Food delivery & meal services · 5 asks · Ask details locked
- Meal Subscription Change RequestPro
Collect requested changes before the next eligible meal-service cycle.
- · Identify the service cycle
- · Describe the requested change
- +3 more with full instructions…
Food delivery & meal services · 5 asks · Ask details locked
- Food Delivery Exception Follow-upPro
Collect non-urgent order facts so a person can resolve a delivery issue.
- · Identify the affected order
- · Describe the issue
- +3 more with full instructions…
Food delivery & meal services · 5 asks · Ask details locked
- Restaurant Menu UpdateProPilot
Collect accurate menu changes and approve the exact published version.
- · List menu changes
- · Confirm item wording and prices
- +3 more with full instructions…
Restaurants & food suppliers · 5 asks · Ask details locked
- Food Supplier Order ConfirmationPro
Confirm quantities and receiving details with an existing food supplier.
- · Identify requested products
- · Confirm acceptable alternatives
- +3 more with full instructions…
Restaurants & food suppliers · 5 asks · Ask details locked
- Supplier Substitution DecisionPro
Get an explicit decision on a proposed food-product substitution.
- · Identify the unavailable item
- · Describe the proposed alternative
- +3 more with full instructions…
Restaurants & food suppliers · 5 asks · Ask details locked
- Restaurant Promotion ReadinessPro
Collect operational approval before a restaurant promotion is published.
- · Describe the promotion
- · Confirm availability and limits
- +3 more with full instructions…
Restaurants & food suppliers · 5 asks · Ask details locked
- Catering Event BriefProPilot
Collect the event details needed to scope a catering proposal.
- · Describe the event
- · Confirm the event date
- +3 more with full instructions…
Catering & private events · 5 asks · Ask details locked
- Final Headcount and Menu ApprovalPro
Confirm final catering quantities and the approved menu before the cutoff.
- · Confirm final guest counts
- · Review the menu selection
- +3 more with full instructions…
Catering & private events · 5 asks · Ask details locked
- Venue and Caterer HandoffPro
Collect the practical information needed to coordinate a caterer with a venue.
- · Confirm venue and catering contacts
- · Confirm loading arrangements
- +3 more with full instructions…
Catering & private events · 5 asks · Ask details locked
- Corporate Catering Repeat OrderPro
Collect changes for an established recurring business catering order.
- · Confirm the next service date
- · Confirm expected quantities
- +3 more with full instructions…
Catering & private events · 5 asks · Ask details locked
- Freight Quote InputsPro
Collect shipment facts needed by a qualified freight provider.
- · Describe the goods
- · Confirm shipment measurements
- +3 more with full instructions…
Logistics & distribution · 5 asks · Ask details locked
- Warehouse Delivery AppointmentPro
Collect the details needed to book a business receiving appointment.
- · Identify the shipment
- · Confirm load details
- +3 more with full instructions…
Logistics & distribution · 5 asks · Ask details locked
- Shipment Discrepancy ReviewPro
Collect evidence for staff review of a missing or damaged shipment.
- · Identify the shipment reference
- · Describe the discrepancy
- +3 more with full instructions…
Logistics & distribution · 5 asks · Ask details locked
- Recurring Business Dispatch InstructionsPro
Confirm stable dispatch instructions and changes for a recurring delivery run.
- · Confirm the recurring shipment scope
- · Update shipment quantities
- +3 more with full instructions…
Logistics & distribution · 5 asks · Ask details locked
- Supplier Product Listing ReadinessPro
Collect approved supplier facts before listing a product for sale.
- · Confirm product identifiers
- · Provide factual specifications
- +3 more with full instructions…
Retail & ecommerce · 5 asks · Ask details locked
- Retail Launch ReadinessPro
Collect partner inputs needed to coordinate a product launch.
- · Confirm the launch assortment
- · Confirm stock-readiness status
- +3 more with full instructions…
Retail & ecommerce · 5 asks · Ask details locked
- Wholesale Reorder ConfirmationPro
Confirm a business reorder and approved alternatives before fulfillment.
- · Identify the purchasing account
- · Specify products and quantities
- +3 more with full instructions…
Retail & ecommerce · 5 asks · Ask details locked
- Return or Exchange IntakePro
Collect the facts needed to review a return under the existing store policy.
- · Identify the purchase reference
- · Describe the issue or request
- +3 more with full instructions…
Retail & ecommerce · 5 asks · Ask details locked
- Manufacturing RFQ InputsPro
Collect customer specifications for a supplier-reviewed quotation.
- · Describe the required part or product
- · Provide approved drawings
- +3 more with full instructions…
Manufacturing & wholesale · 5 asks · Ask details locked
- Sample Review and ApprovalPro
Collect structured customer feedback on a named sample revision.
- · Identify the sample revision
- · Review agreed acceptance criteria
- +3 more with full instructions…
Manufacturing & wholesale · 5 asks · Ask details locked
- Customer Production ReleasePro
Confirm customer-controlled decisions before a production release.
- · Confirm the specification revision
- · Confirm quantity and variants
- +3 more with full instructions…
Manufacturing & wholesale · 5 asks · Ask details locked
- Quality Issue Information RequestPro
Collect relevant customer observations for a qualified quality review.
- · Identify the affected item and batch
- · Describe the observed issue
- +3 more with full instructions…
Manufacturing & wholesale · 5 asks · Ask details locked
- Property Listing PreparationPro
Collect owner-approved information and media for a property listing.
- · Confirm listing facts
- · Provide authorized listing photos
- +3 more with full instructions…
Property & real estate · 5 asks · Ask details locked
- Property Maintenance AccessPro
Collect non-emergency maintenance details and access arrangements.
- · Describe the maintenance concern
- · Provide relevant photos
- +3 more with full instructions…
Property & real estate · 5 asks · Ask details locked
- Property Handover CoordinationPro
Collect practical handover details without replacing legal tenancy paperwork.
- · Confirm the handover appointment
- · Confirm authorized attendees
- +3 more with full instructions…
Property & real estate · 5 asks · Ask details locked
- Property Vendor Work ApprovalPro
Collect owner review of a vendor's proposed property work.
- · Identify the proposed work
- · Reference the vendor proposal
- +3 more with full instructions…
Property & real estate · 5 asks · Ask details locked
- Vehicle Service IntakePro
Collect customer observations before a scheduled vehicle service.
- · Identify the booked vehicle
- · Describe symptoms and timing
- +3 more with full instructions…
Automotive & fleet services · 5 asks · Ask details locked
- Repair Estimate DecisionPro
Collect an explicit decision on a shop-issued repair estimate.
- · Confirm the estimate reference
- · Review proposed repairs
- +3 more with full instructions…
Automotive & fleet services · 5 asks · Ask details locked
- Parts Alternative ApprovalPro
Get a customer decision when the originally proposed part is unavailable.
- · Identify the original part request
- · Describe the shop-proposed alternative
- +3 more with full instructions…
Automotive & fleet services · 5 asks · Ask details locked
- Fleet Service CoordinationPro
Collect approvals and availability for a business fleet service batch.
- · Identify the service batch
- · Confirm service priorities
- +3 more with full instructions…
Automotive & fleet services · 5 asks · Ask details locked
- Group Booking PreparationPro
Collect organizer inputs for an existing group booking.
- · Confirm the booking reference
- · Confirm room or space counts
- +3 more with full instructions…
Hospitality & venues · 5 asks · Ask details locked
- Venue Booking ReadinessPro
Collect organizer decisions needed to prepare an existing venue booking.
- · Confirm the event arrangement
- · Confirm expected attendance
- +3 more with full instructions…
Hospitality & venues · 5 asks · Ask details locked
- Arrival and Welcome InformationPro
Collect the practical information for an organized business or group arrival.
- · Confirm the booking party
- · Confirm expected arrival window
- +3 more with full instructions…
Hospitality & venues · 5 asks · Ask details locked
- Guest Service Issue Follow-upPro
Collect non-urgent facts and confirm a staff-reviewed resolution.
- · Identify the booking reference
- · Describe the service issue
- +3 more with full instructions…
Hospitality & venues · 5 asks · Ask details locked
- Exhibitor ReadinessPro
Collect exhibitor information and approvals before an event.
- · Confirm exhibitor display details
- · Supply approved brand assets
- +3 more with full instructions…
Events & entertainment · 5 asks · Ask details locked
- Speaker Briefing and AssetsPro
Collect approved speaker information and session inputs.
- · Confirm session title and description
- · Provide approved bio and headshot
- +3 more with full instructions…
Events & entertainment · 5 asks · Ask details locked
- Event Partner Schedule ApprovalPro
Collect partner decisions around an existing event schedule.
- · Confirm the partner's activity
- · Review proposed schedule times
- +3 more with full instructions…
Events & entertainment · 5 asks · Ask details locked
- Post-Event Partner ReportingPro
Collect partner deliverables needed to close an event engagement.
- · Confirm delivered activities
- · Provide approved documentation
- +3 more with full instructions…
Events & entertainment · 5 asks · Ask details locked
- Consulting Decision PreparationPro
Collect focused inputs before a client advisory decision session.
- · Describe the decision context
- · List desired outcomes
- +3 more with full instructions…
Consulting, IT & training · 5 asks · Ask details locked
- Software Implementation ReadinessPro
Collect client-controlled prerequisites for an agreed software rollout.
- · Confirm the agreed rollout scope
- · Confirm business and technical owners
- +3 more with full instructions…
Consulting, IT & training · 5 asks · Ask details locked
- Training Session PreparationPro
Collect organizer inputs to tailor an agreed training session.
- · Describe participant goals
- · Describe the audience
- +3 more with full instructions…
Consulting, IT & training · 5 asks · Ask details locked
- Client Deliverable AcceptancePro
Collect focused feedback and a decision on a named deliverable.
- · Open the exact deliverable revision
- · Review agreed acceptance criteria
- +3 more with full instructions…
Consulting, IT & training · 5 asks · Ask details locked
- Sponsor Commitment Follow-upPro
Collect non-payment details needed to fulfill an existing sponsorship commitment.
- · Confirm the sponsorship reference
- · Confirm the sponsor coordinator
- +3 more with full instructions…
Nonprofits & community programs · 5 asks · Ask details locked
- Grant Report Contribution CollectionPro
Collect program-team inputs for an existing grant report.
- · Identify the reporting period
- · Summarize delivered activities
- +3 more with full instructions…
Nonprofits & community programs · 5 asks · Ask details locked
- Community Program Launch InputsPro
Collect partner details needed to publish and prepare a community program.
- · Confirm the program description
- · Confirm the program date
- +3 more with full instructions…
Nonprofits & community programs · 5 asks · Ask details locked
- Volunteer Team CoordinationPro
Collect organizer-level logistics for an agreed volunteer activity.
- · Confirm the activity and role counts
- · Confirm the adult coordinator
- +3 more with full instructions…
Nonprofits & community programs · 5 asks · Ask details locked
- Bookkeeping Close ReadinessProRestricted
Coordinate monthly information status while financial records remain in the approved accounting system.
- · Confirm the reporting period
- · Confirm source-record readiness
- +3 more with full instructions…
Banking & accounting coordination · 5 asks · Ask details locked
- Bank Appointment PreparationProRestricted
Coordinate an appointment while identity checks and financial records stay in the institution's approved chan…
- · Identify the appointment purpose category
- · Confirm the appointment date
- +3 more with full instructions…
Banking & accounting coordination · 5 asks · Ask details locked
- Loan Process Status Follow-upProRestricted
Coordinate outstanding-action status without collecting underwriting or identity information.
- · Confirm a non-sensitive case reference
- · Confirm official request receipt
- +3 more with full instructions…
Banking & accounting coordination · 5 asks · Ask details locked
- Commercial Payment Exception RoutingProRestricted
Route a business payment issue to verified staff without collecting or changing payment instructions.
- · Identify an approved business reference
- · Choose the issue category
- +3 more with full instructions…
Banking & accounting coordination · 5 asks · Ask details locked
Verified by the community
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Agency drafts (Pro sneak peek)
Earlier agency blueprint drafts (K04–K12). Not advertised as installable and not indexed. Open a draft for a locked Ask peek, or upgrade for full copy.
- Marketing Client OnboardingPro · 6 asksIncludes “Confirm agreed scope”…
- Social Media Client OnboardingPro · 6 asksIncludes “Confirm platforms and audience”…
- Monthly Social Content CollectionPro · 6 asksIncludes “Supply next month’s offers”…
- Campaign Launch ApprovalPro · 6 asksIncludes “Confirm offer and factual terms”…
- Website Launch Sign-offPro · 6 asksIncludes “Verify business and contact facts”…
- Ecommerce Product ContentPro · 6 asksIncludes “Provide approved product identifiers”…
- Video Production BriefPro · 6 asksIncludes “Define goal and audience”…
- Sponsor Asset CollectionPro · 6 asksIncludes “Confirm sponsor display name”…
- Consulting Client OnboardingPro · 6 asksIncludes “Describe the desired outcome”…