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Launch your Idea

The ultimate To-Do list to help you go from Idea to Income in 20 days!

Congrats on taking the big step towards starting your business!

Use the checklists below as a guideline for the key tasks to consider as you launch your new idea.

Check off any of the tasks that you can handle yourself, then when you identify areas you may be stuck, click on ‘Get Support’ and we can create an action plan to complete these tasks ‘with you’ or ‘for you’.

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Book a Free Consultation

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Get Support

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Idea Development & Market Research

Define the business idea and mission statement

Identify target market and customer needs

Conduct competitor research

Validate demand through surveys or test sales

Identify unique selling proposition (USP)

Research industry trends and forecasts

Choose a business name and check availability

Test brand name with potential customers

Identify possible business risks and challenges

Business Planning

Draft a business model (e.g., B2B, B2C, SaaS)

Write a detailed business plan

Set clear short-term and long-term goals

Identify revenue streams and pricing model

Develop financial projections (profit, loss, break-even)

Outline marketing strategy (offline & online)

Plan for business growth and scalability

Choose a legal structure (sole proprietor, LLC, corporation)

Legal & Compliance Setup

Obtain necessary business licenses and permits

Apply for an Employer Identification Number (EIN)

Draft operating agreements or partnership agreements

Secure intellectual property (trademarks, patents, copyrights)

Open a business bank account

Get business insurance (general liability, professional liability, product liability)

Understand employment laws (if hiring later)

Set up accounting and bookkeeping processes

Draft contracts (client contracts, vendor agreements, terms of service)

Branding & Identity

Design a professional logo

Choose brand colors and fonts

Develop brand voice and messaging

Create a tagline or slogan

Design business cards and marketing materials

Set up professional email addresses

Write a company bio and “About Us” page

Online Presence & Technology Setup

Purchase a domain name

Choose a website platform (WordPress, Wix, Shopify, etc.)

Set up a business website (including homepage, services, contact page)

Optimize website for SEO

Set up Google My Business and local listings

Create social media accounts (Facebook, Instagram, LinkedIn, etc.)

Install website analytics (Google Analytics, heatmaps)

Set up a CRM (Customer Relationship Management system)

Implement email marketing software (Mailchimp, ConvertKit)

Choose cloud storage (Google Drive, OneDrive, Dropbox)

Select collaboration tools (Slack, Microsoft Teams, Trello)

Product/Service Development

Finalize product/service offerings

Determine pricing strategy

Identify suppliers and partners

Order initial inventory (if applicable)

Create a fulfillment and delivery process

Test the product/service with early adopters

Refine based on customer feedback

Create standard operating procedures (SOPs)

Financial Management & Bookkeeping

Set up accounting software (QuickBooks, Xero, FreshBooks)

Track income and expenses

Establish a budget and cash flow management plan

Set up invoicing and payment processing system

Determine tax obligations and deadlines

Create financial reports (profit/loss statements)

Secure business credit card or loan (if needed)

Build a business emergency fund

Marketing & Customer Acquisition

Develop a marketing plan

Set up a content marketing strategy (blog, videos, social media)

Run paid advertising campaigns (Google Ads, Facebook Ads)

Create lead magnets (freebies, downloads)

Implement referral programs or loyalty rewards

Optimize social media engagement

Write email sequences for potential customers

Get customer testimonials and case studies

Participate in networking events or industry meetups

Sales & Customer Service

Develop a sales pitch and strategy

Set up a sales funnel

Create a follow-up process for leads

Implement a customer support system (chat, email, phone)

Develop an FAQ or help center

Set up an automated appointment booking system

Establish a customer feedback loop

Handle customer complaints professionally

Operations & Logistics

Define daily, weekly, and monthly business tasks

Create an inventory management system (if selling products)

Set up order fulfillment and shipping process

Automate repetitive business tasks

Establish business hours and policies

Implement security measures for digital assets

Scaling & Expansion

Identify areas for business growth

Determine key performance indicators (KPIs)

Build partnerships and collaborations

Optimize existing processes for efficiency

Research new product/service expansions

Develop a hiring plan

Hiring & Team Development

Determine hiring needs (freelancers vs. full-time employees)

Draft job descriptions and requirements

Post job listings on hiring platforms (LinkedIn, Indeed, Upwork)

Conduct interviews and assess candidates

Set up payroll and benefits (if hiring employees)

Create employee onboarding process

Develop team communication protocols

Define company culture and values

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