Advisory Resources

free business resources


We've produced some amazing checklists for your clients to use every day in their business. We'll add to these based upon advisory needs. If you'd like specific checklists based upon your workflow, please let us know by emailing our client care team.

Free checklists

Client point of sale

Resources and point of sale material for you to use in your client sales and prospecting processes. Some are customisable to add your own branding. If you'd like us to add other resources, please let us know by emailing our client care team and we'll be happy to add this for you.

Free point of sale material

Monthly performance checklist

Business performance scorecard

Business Scorecard


Free business management guide

Client point of sale poster

Business advisory

Business Health Check

Advisor Point of sale




Financial education and cheat sheets

Here, we are able to provide you with a number of educational and cheat sheet materials for use within your business and clients. Educational pics, cheat sheets, explainers all for you or your clients to use in conjunction with Jazoodle.

Our plans

We know that business advisors and consultants and your clients will love Jazoodle, and we'd like to support your business even further. Become a Jazoodle Advisory Partner and receive product discounts, 1x1 onboarding, and first client setup as well as a dedicated account manager to ensure that your journey with is of the highest experience and profitable for your business