business startup checklist

I. Pre-Startup Planning

II. Legal Structure and Registration

  • Research different business structures.
  • Consider liability, taxation, and management.
  • Evaluate the implications for your business.
  • Consult with a legal or financial advisor.
  • Make a decision based on your needs.
  • Choose a unique business name.
  • Check availability through state databases.
  • File a DBA application with your state.
  • Pay any associated filing fees.
  • Display your DBA in business documents.
  • Identify required licenses for your industry.
  • Contact local, state, and federal agencies.
  • Complete application forms for each license.
  • Submit applications along with fees.
  • Maintain compliance with renewal requirements.
  • Apply for an Employer Identification Number (EIN) online.
  • Determine if a state tax ID is needed.
  • Complete the application as required.
  • Keep documentation for tax purposes.
  • Understand your tax obligations.
  • Identify key brand elements to protect.
  • Conduct a trademark search to avoid conflicts.
  • File a trademark application with the USPTO.
  • Consider international trademarks if applicable.
  • Monitor and enforce your trademark rights.

III. Financial Setup

IV. Branding and Marketing

V. Operations and Logistics

  • Research demographics and competition.
  • Consider foot traffic for physical locations.
  • Evaluate online platforms for digital presence.
  • Assess costs and legal requirements.
  • Select a location that aligns with target market.
  • Design layout for efficiency and comfort.
  • Acquire necessary furniture and equipment.
  • Ensure compliance with safety regulations.
  • Set up technology and communication systems.
  • Personalize space to reflect brand identity.
  • Identify potential suppliers through research.
  • Request samples and evaluate quality.
  • Negotiate pricing and terms.
  • Establish relationships with reliable vendors.
  • Maintain an inventory management system.
  • Document workflows for consistency.
  • Create checklists for daily operations.
  • Define roles and responsibilities clearly.
  • Implement quality control measures.
  • Review and update processes regularly.
  • Define job roles and necessary qualifications.
  • Create job descriptions and post listings.
  • Screen candidates and conduct interviews.
  • Check references and backgrounds.
  • Provide onboarding and training for new hires.

VI. Launch and Growth