01
Set up your shared tracking system
Pick a format you both can access and update, because this checklist is your single source of truth for the next few weeks.
Flip All Your Services to the New Place
90 min
Couples
Manage Your Household
Coordinate every utility, insurance policy, address change, and building need when two households become one. Built for couples with different timelines, rentals, or mixed ownership.
We'll use them to write your prompt.
Completed ✓
Make Your Play
Give us the situation. We’ll build the prompt.
Coordinate every switch and transfer so nothing lapses, nothing gets double-paid, and both partners know exactly who is handling what.
Your answers save as you type.
What you'll do
This is the plan inside your prompt. Add your details first. Then follow these steps with ChatGPT or Claude.
02
Inventory every service from both homes
Get everything out of your heads and onto paper before you start making calls.
03
Choose transfer, cancel, or new for each
Some services can follow one of you; others need a clean start. Decide now so you know what to ask for on every call.
04
Match switch dates to your move timeline
Avoid showing up to no power or paying for internet at an empty apartment because the dates didn't line up.
05
Assign who calls whom
Splitting the work keeps one person from drowning in hold music while the other wonders if anything got done.
06
Lock in utilities and internet first
These are your longest poles in the tent. Get them in motion first so you aren't scrambling the day before.
07
Update every insurance policy
Your old policy might not cover the new place, or the rate might change. Handle this before you need it.
08
Forward mail and update your address everywhere
Mail forwarding is a backup, not a permanent fix. Update the source so important stuff reaches you directly.
09
Sort building access, parking, and pets
Showing up with a truck and no key is a bad way to start living together. Lock down the building details now.
10
Review together and flag anything missing
A quick review catches the one thing that slipped through and gets you both on the same page before the chaos of moving day.
Make Your Play
Flip All Your Services to the New Place
Tell us what the prompt needs to know
Start with the questions below. Each answer personalizes the playbook and builds the prompt you’ll use at the end.
Your situation
List both current addresses and the new shared address, including move-in and both move-out dates.
0/10000
Describe who owns or rents each current home and whether both names will be on the new lease or deed.
List every utility, insurance policy, subscription, and service tied to either current address. Attach a recent bill or statement if you have one.
0/10000
Select whether one of you will be at the new place before the other.
List any building-specific needs: parking, pet registration, move-in time windows, elevator reservations, or key fobs.
0/10000
Describe how you want to split the work and whether you are opening joint accounts or keeping separate ones.
0/10000
List all places that need your new address: employers, banks, DMV, voter registration, subscriptions, and anyone who mails you checks or documents.
0/10000
Enter any cost limits, deposits due, or timing constraints that affect when you can switch services.
Note any gaps where one home will be empty, in storage, or needing temporary coverage.
This playbook was updated. Review your inputs before copying.
What you'll do
Check a step when you finish it.
01
Set up your shared tracking system
Pick a format you both can access and update, because this checklist is your single source of truth for the next few weeks.
02
Inventory every service from both homes
Get everything out of your heads and onto paper before you start making calls.
03
Choose transfer, cancel, or new for each
Some services can follow one of you; others need a clean start. Decide now so you know what to ask for on every call.
04
Match switch dates to your move timeline
Avoid showing up to no power or paying for internet at an empty apartment because the dates didn't line up.
05
Assign who calls whom
Splitting the work keeps one person from drowning in hold music while the other wonders if anything got done.
06
Lock in utilities and internet first
These are your longest poles in the tent. Get them in motion first so you aren't scrambling the day before.
07
Update every insurance policy
Your old policy might not cover the new place, or the rate might change. Handle this before you need it.
08
Forward mail and update your address everywhere
Mail forwarding is a backup, not a permanent fix. Update the source so important stuff reaches you directly.
09
Sort building access, parking, and pets
Showing up with a truck and no key is a bad way to start living together. Lock down the building details now.
10
Review together and flag anything missing
A quick review catches the one thing that slipped through and gets you both on the same page before the chaos of moving day.
Fill in the fields above to generate your prompt preview.
Assembled prompt
Use this when
You and your partner are moving in together and need to move utilities, insurance, mail, and building access from two separate places to one new home. One of you might be moving in first, or your leases end on different dates.
You'll need
- Current and new addresses with key dates
- Who holds each lease or deed
- All current utilities, insurance, and services
- Staggered move situation
- Building access, parking, and pet needs
- Who handles what and joint or separate accounts
- Who else needs your new address
- Budget limits and timing constraints
- Gaps, storage, or temporary coverage needs
You'll get
- Every utility and service account listed with switch or transfer dates confirmed
- Address change filed with USPS and all relevant senders updated
- Insurance policies updated to new address or replaced with equivalent coverage
- Building access, parking, and pet arrangements confirmed in writing
- Mail forwarding active and a plan for shared mail handling agreed on
- A single shared document or spreadsheet both partners can access.
By the end of this playbook
You will have:
- Every utility and service account listed with switch or transfer dates confirmed
- Address change filed with USPS and all relevant senders updated
- Insurance policies updated to new address or replaced with equivalent coverage
- Building access, parking, and pet arrangements confirmed in writing
- Mail forwarding active and a plan for shared mail handling agreed on
- A single shared document or spreadsheet both partners can access.
Examples
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