Rerun checklist before your next booking

Not a graduation — a reset tool

This isn't a final exam. It's a checklist you can revisit before taking on a new client, at the start of a new quarter, or whenever something feels off. The lessons in this course gave you frameworks. This lesson helps you check whether you're actually using them.

Positioning and offer

• Can you say your offer in one sentence — the same sentence everywhere?
• Are your 2–4 service packages still accurate, or have you drifted into something you never named?
• Is your primary acquisition channel still active, or did you stop showing up?

Conversations and qualification

• Are you using your inquiry template, or winging every response?
• Are you running intake for every new client — including the uncomfortable questions about dietary needs and expectations?
• Have you turned down a bad fit recently? If not, are you screening carefully enough?

Scope and money

• Does every active client have a written proposal or agreement that reflects the current scope?
• Is your floor price still accurate, or have costs changed?
• Are your deposit and cancellation policies being applied consistently, or have exceptions become the norm?
• Are you tracking income and expenses weekly — in categories that match your bookkeeping system?

Business spine

• Does your website still answer the four questions (what, where, services, contact)?
• Are your business accounts separate from personal?
• Have you talked to your accountant recently (or found one if you haven't yet)?
• Are your permits and licenses current?

Delivery

• Are you confirming before you shop — every time?
• Are you labeling and documenting consistently?
• Are dietary commitments written down and being honored exactly?
• Are you closing each cook day (summary, invoice, notes for next time)?

Client relationships

• Have you checked in with long-term clients recently?
• Are you making referrals easy for happy clients?
• Is there a pricing or scope adjustment you've been putting off?

Use this list

Print it, bookmark it, or copy it into whatever system you use to manage your practice. Run through it before every new client and at least once a quarter for your existing business. The point isn't perfection — it's catching drift before it becomes a problem.