Is the business owner client case template free?

Yes. Copy it as a checklist or print it, with no sign-up. Using it inside ActivityTracker, with the dates filled in, needs an account.

How do the dates work?

Each task has a day counted from the start: Day 1, Day 3 and so on. In ActivityTracker you pick a start date or a finish date, and every task lands on a real day. Tasks that repeat keep repeating.

Can I change it after I add it?

Yes. It's your project: rename it, add tasks, delete the ones you don't need. Save your version with Save as template and it's there next time.

What if the project I need isn't here?

Describe it in a sentence and the AI in Tasks writes a template for it, with sections and dates you can change before you use it.

Project template for financial advisors

Business owner client case template with every task dated from the day you start

Key person cover, business continuation, the owner's own protection: one case, three conversations.

3 sections
15 tasks
Opens as a list
Dated from day 1

Business case: [company]

Days count from the day you start. In the app, pick a start or a finish date and each task lands on a real day.

Discovery

Discovery meetingDay 4, 10:00
- Who owns what, and who runs what
- What happens to the business if the owner is out for six months
- Existing cover on the business and on the owner
- Loans and personal guarantees
Ask for the shareholding, the accounts and any shareholder agreementDay 4

Analysis

Key person need: revenue at risk and replacement costDay 9High
Buy-sell need: value of each share and the funding gapDay 9High
The owner's personal protection gapDay 10
Check the recommendation with the accountantDay 12

Recommendation and implementation

Recommendation meeting with the partnersDay 15, 10:00High
Applications, with the business as owner where applicableDay 21
Underwriting: financial and medicalDay 25
Delivery with the agreement documents in one folderDay 46
Yearly review as the business growsEvery year

About this template

A business owner is three clients in one: the business that depends on them, the partners who would have to buy them out, and the family at home. This project runs the three conversations in order and keeps the accountant in the loop.

Tips from the template

Name the project after the business.
Get the shareholding and the last set of accounts before you meet again.
Involve the accountant early; they will be asked anyway.

How to use it in ActivityTracker

1Open Tasks and choose Templates.
2Find Business owner client case and open it. You see every section and task before anything is added.
3Pick the day you start, or the day it has to be done by. Every date moves with it.
4Press Use template. Rename the project, then work down the list.

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Questions

Run it with the dates filled in.

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