plainview.

Start here: read this fictional example, then open the free tool with your own answers.

Your next step: keep the free plan or use the optional $19 kit for a repeatable account-care routine.

Make my own free plan

For solo business owners

Keep account tasks
out of your head.

Email, billing and booking accounts can each have unfinished admin work. Give every task a date, a status and a place to record what you actually checked.

See the three-account exampleRead Day 1 free

No email, login or card needed to read this example.

Fictional demonstration

From a vague reminder to a checkable task.

Imagine a solo appointment-based business with three accounts. These are example labels and planned actions; no real business or account has been reviewed.

Main business email

Check recovery details in the provider’s official settings.

Status: Needs review

Verification note: Leave blank until checked.

Billing portal

Review active sessions and connected apps in official settings.

Status: Needs review

Verification note: Leave blank until checked.

Booking calendar

Review who is authorized to access this account.

Status: Needs review

Verification note: Leave blank until checked.

The full action tracker also has priority and due-date columns. The kit’s templates are blank. You choose dates that fit your business and complete the checks yourself.

Try one step today

  1. Choose the email account that receives your business password-reset messages.
  2. Open the provider’s official app or your trusted bookmark and review its recovery settings.
  3. Record the check and date in your private notes. If something is uncertain, leave the task open and write the next action.

Keep passwords, backup codes and reset links out of the tracker. The kit records your work; it is not a password manager.

Read the complete free Day 1 sample or build a free ten-question protection plan.

What your $19 adds

A repeatable routine you can reuse.

  • HTML workbook: seven days of account-care tasks and a 30-day review routine.
  • Account inventory CSV: account labels, purpose and next actions.
  • Action tracker CSV: priorities, due dates, status and verification notes.
  • Recovery-readiness TXT: checks and next steps without secret codes.
  • Start guide TXT: how to open and use the files.

The files work offline. Keep your completed copies private.