Help your clients change things without breaking them
For IT providers, realtors, movers, banks, credit unions and advisors. Hand clients a printable intake form, or put the planner on your own site. It's free, and their answers stay with them.
- Intake templates. Print them, save as PDF or paste them into a ticket.
- An embed for your site. One line of code, works on phones.
- Private by design. Nothing your clients enter is sent to you or kept by us.
Intake templates
- IT providers and MSPsNew client intake: domain, DNS and emailFind out where a new client's domain is registered, who runs its DNS and email, and what depends on them, before you touch anything.Open template
- IT providers and MSPsMigration intake: Google Workspace to Microsoft 365Everything to collect before a Workspace to Microsoft 365 move: users, mail, files, sign-ins and what still uses Google.Open template
- Realtors, movers and property managersMoving client checklist intakeA handout for clients who are moving: which services, accounts and records need the new address, and when.Open template
- Banks, credit unions and financial advisorsSwitching banks: client intakeHelp a client list their deposits, pre-authorized payments and payees so nothing bounces when they switch.Open template
- Phone stores and IT supportPhone and carrier switch intakeBefore a customer switches carrier or phone: number transfer, authenticator apps and accounts that text codes.Open template
- Family lawyers, notaries and wedding plannersName change intakeA handout for clients changing their name: which documents and accounts to update, and in what order.Open template
- Accountants and business advisorsClosing a business intakeWhat a client needs to close, cancel, keep and export when they wind down a business.Open template
Put the planner on your site
Visitors answer the questions on your page. When they finish, their plan opens on ChangeChecklist in a new tab, ready to save in their own browser. Nothing is saved inside your page.
Want your name on the embed and a count of how often it's used? Contact us for a partner code. We approve each partner by hand.
Questions
- Can we see what our clients enter?
- No. Answers and plans stay in the visitor's browser. We don't send them to you or keep them ourselves. Approved partners see two counts: how often the embed was opened and how many plans were started from it.
- Does it cost anything?
- No. The embed and the templates are free, and so is every checklist your clients make.
- What is a partner code?
- An optional code we give approved partners so the embed shows your name and counts its use. The embed works the same without one.
- Can we change the questions?
- The templates use the same questions as the plans, so a client's answers map straight onto a checklist. Copy a template as text if you want to adapt it for your own forms.