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Business Startup Checklist
Starting a new business has a lot of moving parts. Use this template to work through all the details when looking to start a new business.
How often should this be used?
On initial startup of a new business.
Accounting and Finance
Administration and Office Support
Business / Commercial
HR / OHS
Information and Communication Technology
Development and Programming
Programme and Project Management
Web Development and Production
Marketing and Communications
Digital and Search
Product Management and Development
Public Relations and Corporate Affairs
Conduct a proper market research analysis
Know the trends, forecasts, developments, opportunities, risks, competitors, etc.
Decide whether you will pursue this venture full-time or part-time.
If you are in a relationship, discuss this lifestyle change with your partner.
Write a business plan.
Choose your company name
Register company with the appropriate authorities.
Choose the hours and days of operation for your business.
Outline a monthly and annual budget.
Make plans how to get funding / financing
Find investors and consult with your bank.
Investigate business startup courses and seminars
Obtain required business licenses and permits.
Choose a legal form for your business: limited liability, sole proprietorship, partnership or corporation.
Form a legal entity
Acquire an Employer Identification Number.
Obtain company contact information: telephone and fax number, email address, post address.
Open bank account
Get a merchant account.
Find a financial advisor.
Find business insurance.
Find a lawyer.
Find a tax advisor.
Find an accountant.
Find a notary.
Become familiar with regulations and compliance requirements.
Register trademark, copyrights, logos, patents, etc.
Find a real estate agent to help you source a property.
Sign a lease contract for your new office or production space.
If you’re moving to new office, find a moving company.
Consider using mail box rental services.
Find office equipment supplies
Make sure your office has a high speed Internet connection.
Create a floor plan for your new office space.
Select your accounting software
Write a sales and marketing plan.
Create a customer service policy.
Register domain name for your website.
Hire or outsource IT services.
Post available jobs
Find a recruitment company.
If you have staff, find payroll services.
If you will have employees, become familiar with labor laws.
Find a web hosting company.
Create a website Make a site map for content and functionality.
Find a web designer.
Find a graphic designer.
Short Term Preparations
Find a search engine optimization SEO company to increase your presence on the web.
Create marketing material
Think of signs if you have a storefront, sales literature, stationery or business cards.
Take advantage of networking opportunities to build your business
Write and distribute a press release announcing your new business.
Find an answering service solution for when you can’t take phone calls.
Look into telemarketing companies
Explore virtual office options for added services at a low cost.
If you have an office, look into professional cleaning companies
Make sure you set up a green business!
We help you and your business
Itemize your repeatable tasks once - perform them many times.
Provide detailed documentation alongside tasks.
Implement Forms & Records
Collect evidence of completion from you and your team (big little data).
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