Is the client appreciation event checklist 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

Client appreciation event checklist with every task dated from the day you start

A dinner or a family day for your best clients, planned in six weeks with the guest list first.

4 sections
14 tasks
Opens as a list
Dated from day 1

Client appreciation event

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.

Plan

Guest list: your forty best clientsDay 1High
Budget and formatDay 2Dinner, high tea, a family day. Pick one.
Book the venueDay 5
Design the invitationDay 8

Invite

Send invitations, asking each to bring one personDay 11High
Call the ones who have not repliedDay 18
Confirm numbers with the venueDay 29
Reminder to guestsDay 39

The day

Name cards, a short thank-you speech, a photographerDay 41
EventDay 43, 19:00Urgent

After

Thank-you message with the photosDay 44High
Message every plus-oneDay 45High
Book coffees with the plus-ones who repliedDay 47
Count: guests, plus-ones, appointmentsDay 51

About this template

Appreciation events keep clients and bring their friends. This project plans one in six weeks: the guest list, the venue, the invitations, the day, and the follow-up that is the actual point.

Tips from the template

Guest list first; the venue depends on it.
Ask each guest to bring one person.
Follow up with every guest and every plus-one inside a week.

How to use it in ActivityTracker

1Open Tasks and choose Templates.
2Find Client appreciation event 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.

Already use ActivityTracker? Open this template in the app

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Questions

Run it with the dates filled in.

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