I have the same type of client.
Contact name
Contact phone
8 tasks
3 events
For each new contact I create I have to add 8 tasks to do (buy domain, make hosting account, make website, make email account etc.) and 3 events (up front payment, final payment and call for renew)
Is there a possibility when I create a new contact the 8 tasks and 3 events (predefined) to be created on the fly for me?