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LisaSerpa.com

Checklist for Starting a Business

Starting a small business can be daunting.  Below is a helpful checklist to get you going on the path to success.

Planning

  • Create a business plan
  • Choose a name
  • Research supplies and suppliers
  • Estimate startup costs
  • Estimate manufacturing costs
  • Target audience
  • Research Competition
  • Set realistic goals
  • Research pricing for items or services
  • Research local markets

Marketing

  • Buy domain name
  • Create a website
  • Create a business email
  • Create social media accounts
  • Create mailing list
  • Create email signature
  • Order business cards
  • Photograph sample products
  • Apply to local markets and events

Business

  • Choose legal structure
  • Register business name
  • Obtain EIN
  • Obtain licenses and permits
  • Set up accounting system

Products & Services

  • Designate a workspace
  • Order supplies
  • Create sample products
  • Create an inventory list
  • Create a pricing list

Branding

  • Choose brand colours
  • Design logo
  • Create a tagline
  • Order business cards
  • Design product packaging

Finances

  • Open business banking account
  • Create a PayPal account
  • Create order management system (eCommerce)
  • Purchase mobile POS system

Analytics

  • Sign up for Google Analytics/Search Console
  • Facebook analytics
Download my FREE business planning workbook.