Free Business Checklist Template
Business Checklist
General Business Setup
|
Item |
Details |
Completed |
|---|---|---|
|
Business Plan |
Outline of business plan |
|
|
Legal Structure |
Selection of business structure (e.g., LLC, S-Corp) |
|
|
Business Name Registration |
Registration of [Your Company Name] |
|
|
Tax Registrations |
EIN acquisition, State tax ID |
|
|
Bank Accounts |
Opening of business bank account(s) |
|
|
Insurance |
Acquisition of necessary insurance policies |
|
|
Accounting System |
Setup of accounting software/system |
|
Marketing and Branding
|
Item |
Details |
Completed |
|---|---|---|
|
Logo and Branding Materials |
Creation of logo and branding materials |
|
|
Website Development |
Launch of [Your Company Website] |
|
|
Social Media Accounts |
Setup of social media profiles |
|
|
Marketing Plan |
Development of marketing plan |
|
Operations
|
Item |
Details |
Completed |
|---|---|---|
|
Location & Lease |
Acquisition/leasing of physical location |
|
|
Supply Chain |
Setup of supply chain and vendor relationships |
|
|
Equipment |
Purchase/lease of necessary equipment |
|
|
Hiring Employees |
Recruitment and hiring of initial employees |
|
|
Training Programs |
Development and implementation of training programs |
|
|
Operational Workflow |
Establishment of day-to-day operational processes |
|
Sales and Customer Service
|
Item |
Details |
Completed |
|---|---|---|
|
Sales Strategy |
Development of sales strategy |
|
|
Pricing Model |
Establishment of pricing structure |
|
|
Customer Support System |
Setup of customer service support system |
|
|
Feedback Mechanism |
Implementation of customer feedback collection system |
|
Growth and Expansion
|
Item |
Details |
Completed |
|---|---|---|
|
Growth Plan |
Outline of growth plan |
|
|
Investment Strategy |
Plan for attracting future investment |
|
|
New Market Strategy |
Research into expansion into new markets |
|
|
Product/Service Expansion |
Plan for introducing new products/services |
|
