End-of-Month Checklist Template for DOT & Non-DOT Drug Testing Businesses

This End-of-Month Checklist Template is designed specifically for DOT and Non-DOT drug testing collection businesses to streamline monthly reviews, ensure compliance, and plan for the upcoming month. It covers key areas critical to the success and smooth operation of your business.

• Client Contracts: Provides a structured approach to reviewing and updating client agreements, ensuring compliance with regulations and alignment with business goals.

• Policy Templates: Helps confirm that your policies, including collection procedures and operational protocols, are up-to-date with the latest industry standards and communicated effectively to staff and clients.

• Goal Setting: Encourages setting clear, measurable goals for business growth, operational improvements, and new opportunities.

• Financial Review (Optional): Ensures invoices, payments, and business expenses are reviewed to maintain financial health.

• Pending Tasks & Notes: Offers space to address any outstanding tasks, operational concerns, or additional reminders to close out the month effectively.

How It Works:

Your template will be emailed to you instantly after purchase! Plus, you can always click the LOGIN button at the top of the page to re-download any templates you’ve bought. P.S. Be sure to use the same email address at checkout, or you won’t be able to access your purchases.