16 checklists
All checklists
Every checklist on VentriTools, grouped by category. Check items off in the browser, then export your progress to PDF or CSV.
Acquisitions
Due diligence and post-acquisition handover checklists for buying online businesses.
- Online business due diligence checklist A due diligence checklist for buying an online business — covering traffic verification, revenue reconciliation, contracts, and technical risk. Check items off, add notes, then export your progress to PDF or CSV.
- Post-acquisition 90-day checklist A 90-day handover checklist for after you buy an online business — covering infrastructure transfer, access, SEO continuity, and monitoring. Check items off, add notes, then export your progress to PDF or CSV.
Dev tools
Deployment and migration checklists for shipping and moving production systems safely.
- Production deployment checklist A pre-deploy checklist covering staging review, database migrations, feature flags, on-call readiness, and post-deploy monitoring for shipping to production safely. Check items off, add notes, then export your progress to PDF or CSV.
- Server migration checklist A cutover checklist covering DNS TTL, data sync, smoke-testing, and post-cutover monitoring for moving a production service to a new server. Check items off, add notes, then export your progress to PDF or CSV.
Ecommerce
Product launch and seasonal sale checklists for online stores.
- Product launch checklist A pre-launch checklist for a new ecommerce product — covering supplier terms, listing readiness, pricing, and marketing. Check items off, add notes, then export your progress to PDF or CSV.
- Seasonal sale preparation checklist A pre-sale checklist for an ecommerce seasonal promotion — covering inventory, ad budget, site readiness, and post-sale review. Check items off, add notes, then export your progress to PDF or CSV.
Finance
Bookkeeping and fundraising readiness checklists for online business owners.
- Fundraising readiness checklist A pre-raise checklist covering financial model, cap table, data room, pitch materials, and legal counsel for founders preparing to fundraise. Check items off, add notes, then export your progress to PDF or CSV.
- Monthly bookkeeping checklist A month-end checklist covering account reconciliation, receivables and payables, payroll, tax filing, and cash flow reporting for an online business. Check items off, add notes, then export your progress to PDF or CSV.
Freelance & agency
Client onboarding and offboarding checklists for freelancers and agencies.
- Client offboarding checklist A wrap-up checklist covering deliverables, asset transfer, access revocation, and final invoicing for closing out a client engagement cleanly. Check items off, add notes, then export your progress to PDF or CSV.
- New client onboarding checklist A pre-kickoff checklist covering contract, payment, access, and communication tasks for onboarding a new client — so nothing slips through before billable work begins. Check items off, add notes, then export your progress to PDF or CSV.
SaaS
Launch, billing, and compliance checklists for subscription businesses.
- Monthly SaaS health review checklist A monthly review checklist covering MRR movement, cohort churn, customer sentiment, and unit economics for a SaaS business. Check items off, add notes, then export your progress to PDF or CSV.
- SaaS launch checklist A pre-launch checklist covering domain setup, billing, product lifecycle, legal, and security for a new SaaS product. Check items off, add notes, then export your progress to PDF or CSV.
- SaaS pricing change checklist A checklist for rolling out a SaaS pricing change safely — covering existing customers, billing systems, public-facing pages, and a rollback plan. Check items off, add notes, then export your progress to PDF or CSV.
Security
Breach response, audit, and compliance checklists for online businesses.
- Data breach response checklist A step-by-step checklist for responding to a data breach — covering containment, regulatory notification deadlines, and post-incident remediation. Check items off, add notes, then export your progress to PDF or CSV.
- GDPR compliance checklist A GDPR compliance checklist covering privacy notices, consent, vendor agreements, and data subject rights. Check items off, add notes, then export your progress to PDF or CSV.
- Security audit checklist A security audit checklist covering authentication, application security, and infrastructure monitoring for an online business. Check items off, add notes, then export your progress to PDF or CSV.