Worksheet

Vaastu client file checklist

A one-page list of what every client file should hold: properties, plan versions with dates, visit notes, recommendation notes, fee receipts and the referrer. Tick each item for five returning families. The gaps show what to collect before any software goes in.

Name: ______________________   Business: ______________________   Date: ______________

Scroll the table sideways to see every column.

Cross out or rewrite any heading that does not fit your business. From the guide “Moving a Vaastu Practice Off Diaries and WhatsApp: A Checklist”, www.gullysystem.com/blog/vaastu-consultancy-checklist-before-moving-off-diaries-and-whatsapp