All posts in Checklists

5 Checklists to Help Life Coaches Transform Their Clients

Life coach presenting a five-card coaching checklist toolkit for client transformation

Sometimes we all need a helping hand, whether we are choosing a meal at a restaurant, finding a steadier routine, or figuring out how to achieve our career ambitions. When it comes to life itself, most of us are never completely sure if we are on the right track.

That uncertainty is why many people work with a life coach: someone who helps them clarify goals, identify challenges, and turn a vague ambition into a practical plan. For the coach, the work depends on repeatable conversations, careful notes, and reliable follow-through. A strong life coaching checklist keeps that work focused without making the relationship feel mechanical.

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5 AppFolio Checklists for Core Property Management Workflows

Property operations manager checking a board for AppFolio property management workflows

These AppFolio checklists are Process Street workflows for property management teams that use AppFolio to run leasing, rent collection, maintenance, inspections, accounting, and resident communication.

AppFolio is one of the most popular property management software tools currently on offer, supporting all kinds of properties including apartments residences, and commercial real estate.

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5 Buildium Checklists for Superior Management of Core Rental Processes

Property manager holding apartment key checklist board for Buildium rental workflows

Process Street and Buildium work well together because they solve different parts of the same property management problem. Buildium keeps property, resident, owner, accounting, leasing, and maintenance data organized. Process Street turns the recurring work around that data into auditable workflow runs your team can follow every time.

These 5 Buildium checklists help property managers run core rental processes with less guesswork: late rent, lease renewal, tenant move-in, tenant move-out, and upcoming lease expiration. For superior management of core rental processes, the useful pattern is simple: keep Buildium as the property management system of record, then run each repeatable action in a workflow your team can see and trust.

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17 Checklists for Life to Ring in the New Year

Black and white person holding a checkmark stamp for life checklist templates

Organize Your Adventures With Process Street

A good checklist is a practical way to ring in the New Year because the new year gives people a clean moment to look at what they want to change: health, money, routines, travel, relationships, career, and the life admin that usually gets pushed aside.

That moment matters, but a promise is not a process. Pew Research Center found that 30% of Americans made at least one New Year’s resolution in 2024, and the most common goals were health, money, relationships, hobbies, and work. Those are exactly the areas where a life checklist helps because it turns intention into a sequence you can actually follow.

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23-Point Peer Editing Checklist for Creating Exceptional Content

Black-and-white photo of a content editor inspecting a draft through a magnifying loupe, illustrating a peer editing checklist for creating exceptional content

An editor is a writer’s best friend.

For me, that’s literally the case. I’ve known Ben Mulholland since my school days, and he became the sharpest editor I know.

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Perfect Your Daily Routine in 4 Easy Steps

Black-and-white professional arranging a daily routine planning board for a recurring workflow.

We’ve all been there. You wake up between 7 and 9, have a quick breakfast, or not at all, and start work. Perhaps you’re hoping to get that big project out of the way to get ahead, then blast away some of the more difficult topics while you’re on a roll.

The trouble is, if you set off working as soon as possible after waking up, the chances are that something will stop you. It could be that you’re not awake properly and so don’t work as quickly as you’d like, or that you burn out in the first few morning hours, drudging through your afternoon in a low-energy, unproductive state.

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4 Virtual Conference Process Templates to Cut Costs & Increase Sales

Header image: Virtual Conference Process Templates

I should be sitting in a field, sipping a lukewarm cider, waiting for Aerosmith to come on stage and blow me away. Instead, the event moved online, and the same question still hits every organizer: how do you turn a live conference into a virtual conference without losing the structure that makes the event work?

Virtual conferences are no longer a stop-gap. They are part of how teams host launches, customer events, webinars, training sessions, partner summits, and hybrid programs. This guide puts four Process Street process templates at the center and shows how to plan, host, run, and troubleshoot a virtual conference with repeatable workflows that cut costs and increase sales. When costs increase, sales targets get harder to hit, so the process behind the event matters as much as the platform.

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14 Client Onboarding Checklists for Finance, IT, Medical, SaaS, Real Estate…

Operations manager arranging an oversized checklist tower for client onboarding

Client Onboarding for Professional Services

A client onboarding checklist gives every new customer the same strong first experience: clear expectations, accurate intake, assigned owners, and fewer missed steps. That matters whether you run an agency, law firm, SaaS company, clinic, accounting firm, MSP, brokerage, or consulting practice.

Below are 14 client onboarding checklist templates you can run in Process Street. Start with the industry template that matches your work, or use our broader client onboarding templates guide if you want a single reusable client onboarding process before choosing a vertical workflow.

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How a Checklist Saved Boeing from Bankruptcy and Helped Win World War II

WWII-era pilot reading a pre-flight index-card checklist

On a foggy morning at Wright Field in Dayton, Ohio on October 30, 1935, a flight competition was held for the top airplane manufacturers to win a tender from the U.S. Army Air Corps for the next-generation long-range bomber.

Boeing Corporation’s Model 299, a cutting edge aluminum-alloy plane that could fly faster, farther and carry five times as many bombs as the army had requested, was sure-fire to win. Nicknamed the “flying fortress”, historians stated this competition was held as a mere formality, with Boeing almost guaranteed to secure an order of at least sixty-five aircraft.

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12 Inspection Checklists to Maximize Safety in the Workplace

Safety inspection lead holding a clipboard for inspection checklist workflows

Inspection checklists help teams maximize safety without turning every inspection into guesswork. They give inspectors, managers, and operators a repeatable way to check conditions, capture evidence, and assign follow-up before small issues become expensive problems.

Use this pack to choose the right inspection checklist for the job, then run it in Process Street as a workflow. Each workflow can collect structured responses, attach photos or notes, route corrective actions, and keep a record your team can review later in Reports.

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