Free resource
TC Task List Sheet (example)
This is a real task list built for the Poconos region (where my mom has been a TC since 2013). Use it as a reference, then adapt it to your state/brokerage rules.
You can use this as-is, adapt the structure, or later turn it into an automated intake output.
What you’re getting
- A real TC task list sheet (example) you can adapt
- A structure you can copy into your own checklist/process doc
- A preview of what “intake → PDF output” can look like
Email me the PDF
I’ll send the download link. Prefer not to share your email? Use the download button above.
Want a TC website that makes booking feel obvious?
If you want this paired with a stronger website and cleaner intake process, that is available as an optional done-for-you setup.
See the TC offer