Looking for recommendations, can zoho does this?

I am struggling to find a system that can do what I am looking for, let me try and explain what I would like.

I am starting to do some consulting work with clients. I follow the exact same step by step process for each and every client. Ideally, I would like to create a master step by step checklist that I use for each client, each time there is a new client I would create a new project or file or whatever, but the templated step by step checklist woudl be the default.

I would like to be able to make notes or upload files next to each field, something like this:

Business name (text field that I can edit and make notes)

product they need help promoting: (text field that I can edit and make notes)

product images (field where I can upload pictures or files)

action items: (text field that I can edit and make notes)

So each time I get a new client, I would create a new record but the exact same step by step checklist would be defauled there and blank so I can begin going down the list and filling everything out.

Can zoho do this? if not, are there any other recommendations?

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