Briggs AnalyticsFree tool · Advisors and partners
Give your clients one more reason to call you
Add your firm's logo and get a one-page checklist your clients can use before they close, sell or raise: what to keep, what to export and when to check whether their records are worth something.
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How this works
Four steps, about as many minutes.
- Add your firm name and logo.
- Pick the kind of client it is for.
- Preview your branded checklist.
- Get the PDF to send to clients.
A useful page with your name on it
Clients who are closing, selling or raising money are making a dozen decisions at once, and one of them is often made by accident: their software gets cancelled and years of records disappear with it. A one-page checklist from their advisor, at the right moment, saves them from that and reminds them who looked out for them.
This tool makes that page with your firm's logo and contact line on the front. The checklist covers what to keep, what to export before cancelling anything, and when to check whether the company's records might be worth licensing. The back carries a short "prepared with Briggs Analytics" line and the link to the free check.
Three versions
Closing a company, selling or retiring, and raising money or tight on cash. Each one puts the steps in the order that matters for that situation.
Your logo stays with you
Your logo is read inside your browser to build the page. It is not uploaded to us.
Questions about this tool.
Is my logo uploaded?
No. It is read inside your browser to build the page.
Can I edit the checklist?
The wording is fixed so it stays accurate, but you choose the version for each kind of client and your own contact line.
What does Briggs Analytics get?
If you ask for the PDF, we receive your name, email and firm. The page itself carries a short line and a link to our free check.
Can I send it to every client?
Yes. Many advisors send it with year-end letters or attach it when a client mentions closing or selling.
See what your company's records could be worth.
Costs you nothing · five quick questions · about a minute · no files
See what my data is worth →