new business checklist

Pre-Launch Checklist

Conduct market research and identify target audience

Develop a business plan and set clear goals

Create a legal structure for the business (e.g., sole proprietorship, partnership, LLC)

Set up a business bank account

Establish a website and/or social media presence

Develop a branding strategy and create a logo

Purchase necessary equipment and supplies

Hire and train staff

Create a marketing plan

Develop a customer service strategy

Establish pricing and payment structures

Set up a bookkeeping and accounting system

Prepare inventory and/or product launch

Secure necessary insurance

Create a crisis management plan

Finalize contracts with vendors and partners

Test all systems and processes

Infrastructure and Operations Checklist

Secure a physical location or set up a virtual office

Purchase or lease necessary equipment and technology

Set up utilities (phone, internet, electricity, etc.)

Establish a system for inventory management

Develop operational policies and procedures

Hire and train employees, if applicable

Set up payroll and accounting systems

Create a website and establish online presence

Establish a customer service system

Set up a system for customer data collection and management

Obtain necessary licenses and permits

Develop a disaster recovery plan

Establish security protocols

Set up a system for data backup and storage

Implement a system for tracking customer satisfaction

Create an employee handbook

Marketing and Branding Checklist

Develop a brand identity (logo, colors, typography, etc.)

Create a marketing plan and budget

Set up social media accounts and establish a content strategy

Design and print marketing materials (business cards, brochures, etc.)

Build an email list and set up email marketing campaigns

Develop a website with SEO optimization

Start building relationships with potential partners or collaborators

Plan and execute a grand opening or launch event

Financial and Legal Checklist

Set up bookkeeping and accounting systems

Familiarize yourself with tax obligations and deadlines

Obtain necessary business insurance

Establish a system for invoicing and payment collection

Create contracts or agreements for clients or customers

Consult with a lawyer to ensure compliance with all legal requirements

Set up a system for tracking and managing expenses

Develop a pricing strategy and determine profit margins

Ongoing Business Checklist

Regularly review and update your business plan and goals

Monitor and adjust marketing strategies based on analytics

Stay informed about industry trends and changes

Network and attend industry events or conferences

Continuously improve customer service and gather feedback

Regularly assess and update your product or service offerings

Keep up with financial reporting and tax obligations

Stay compliant with all legal regulations and make necessary updates to contracts or agreements.