Hi Gina and congratulations on your new business.  I wish you the best success!!!

Some ideas that come to my mind for you to include in a template would be:

• An initial Client Task List for items you will need from them to get set up
• Processes and steps for registering a new payroll user to their state and federal payroll agencies.
• Processes and steps for gathering and getting access to state and federal agencies for someone who already processes payroll
• Processes and steps for information to gather when transitioning a company from one payroll company to Gusto
• Processes and steps for setting up your client for your internal invoicing
• Processes and steps for the initial payroll run only

I am sure there is so much more but those are some ideas.  Perhaps others have items to add.

@MariaV Thank you for such a helpful reply! I will use this to help develop my templates.