Business file cleanup checklist

1. Purpose

• The file explains who it is for and what action the reader should take.
• The first screen or first page contains the most important decision information.
• Old dates, prices, drafts, internal notes, and placeholder text are removed.

2. Layout

• Headings are consistent and easy to scan.
• Tables have readable column widths and no clipped numbers.
• Long paragraphs are split into short sections, bullets, or labeled blocks.
• The file opens cleanly on mobile and desktop.

3. Trust

• Claims are specific, not inflated.
• Contact details, payment instructions, and next steps are clear.
• Private information is redacted before sharing examples or screenshots.

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