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business startup checklist

Legal and Regulatory Compliance

Register business entity

Obtain necessary licenses and permits

Set up tax accounts

Create contracts and agreements

Financial Planning

Develop a business plan

Secure funding or financing

Set up accounting systems

Establish pricing structure

Operational Setup

Determine service offerings

Create marketing materials

Develop a sales strategy

Set up office space or virtual workspace

Technology Infrastructure

Choose and set up project management tools

Select and implement CRM software

Establish communication tools (email, phone, etc.)

Develop a website and online presence

Human Resources

Recruit and hire consultants

Develop training programs

Create employee policies and procedures

Set up payroll and benefits systems

Client Acquisition

Identify target market

Develop a marketing plan

Create a lead generation strategy

Establish a referral program

Quality Assurance

Develop service delivery standards

Implement feedback mechanisms

Establish a continuous improvement process

Conduct regular performance reviews

Networking and Partnerships

Attend industry events and conferences

Join professional organizations

Build relationships with potential partners

Collaborate with other consulting firms

Risk Management

Obtain liability insurance

Create a crisis management plan

Implement data security measures

Develop a business continuity plan

Monitoring and Evaluation

Set key performance indicators

Track financial performance

Monitor client satisfaction

Conduct regular business reviews.

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