Checklists for Each Client

• Client 1
• Client 2
• Client 3

Consultant To-Dos

• [ ] Draft your initial message to clients
  • Initial Message Template
• [ ] Create Coverage Document for each client
• [ ] Notify clients 30-45 days in advance
• [ ] Send calendar invite for OOO Dates
• [ ] Send reminder a week before

Questions to ask yourself

<aside> 💡 Here are some questions I asked myself or questions that came up during my process of planning for some extended time off.

</aside>

• Your current workload
• Reviewing your current client roster
• What do you do with new prospects?
• How are you communicating?