Small Business Starter Checklist
Every Step From Business Idea to Operating Company
Most businesses fail not because of a bad idea, but because critical setup steps get missed. This checklist walks you through every foundational step — registration, banking, branding, legal, online presence, marketing, and operations — with a 90-day milestone tracker to keep your launch on schedule.
What's Included
- Phase 1: Legal & Business Formation — structure selection, registration, EIN, licenses, operating agreement
- Phase 2: Financial Setup — business bank account, accounting system, tax obligations, expense tracking
- Phase 3: Brand Identity — name, domain, logo, colors, fonts, voice, tagline, business email
- Phase 4: Online Presence — website, Google Business Profile, social media profiles (Instagram, Facebook, LinkedIn, Pinterest, TikTok)
- Phase 5: Legal Essentials — privacy policy, terms, refund policy, cookies, insurance, contracts, IP protection
- Phase 6: Marketing Foundation — target customer, competitors, USP, email setup, content plan, SEO basics
- Phase 7: Operations Setup — fulfillment, shipping, customer service, returns, supplier relationships, daily routines
- 90-Day Milestone Tracker — 15 milestones from Day 7 to Day 90 with target and actual dates
- 90-Day Review Questions — 7 reflection questions for your first quarterly business review
Best For
- First-time entrepreneurs who don't know where to start
- Side-hustlers turning a project into a real business
- Anyone who wants a structured, nothing-missed launch process
How It Works
Work through each phase in order. Check every box. Use the 90-Day Milestone Tracker to stay on schedule. Complete the 90-Day Review to plan your next quarter.
Format: Printable PDF with checklists and milestone tracker
Delivery: Instant download via email after purchase
Refund Policy: Digital product sales are final. Contact hello@gidi-ventures.com for technical issues.
Usage Rights: Personal and internal business use only.