The Steps to Start Your Business
Progress Tracker
Each step is designed to help you build momentum and confidence, ensuring you move forward at your own pace without unnecessary pressure
1
step
Onboarding & Walkthrough
- Complete Onboarding
- Complete Walkthrough
Onboarding and Walkthrough
Onboarding and Walkthrough
Completed
2
step
Business Planning
- Business Planning
- Business Name Research
Business Planning
Business Planning
Completed
3
step
Formation
- LLC Filing
- Registered Agents
- EIN
Formation
Formation
Completed
4
step
Digital Presence
- Domain
- Logo & Branding Kit
- Website
- Print Shop
Digital Presence
Digital Presence
Completed
5
step
Communication
- Setup and Connect your Business Communication Channels to the platform
Communication
Communication
Completed
6
step
Cloud & Storage
- Setup and connect the your business clouds for storage and to organize and manage your documents, images, and files
Cloud & Storage
Cloud & Storage
Completed
7
step
Finance & Insurance
- Setup & Connect Bank Accounts
- Review Business Funding
- Setup Business Insurance Protection
- Setup Digital Payments and Merchant Accounts
- Setup Legal Protection
- Review and Setup Health & Retirement Benefits
Finance & Insurance
Finance & Insurance
Completed
8
step
Accounting & Services
- Review and setup Accounting and Bookkeeping services for your business
Accounting & Services
Accounting & Services
Completed
9
step
HR & Payroll
- Review HR & Payroll Solutions if you have employees or plan to hire soon
- Review how to find and hire 3rd parties to complete specific tasks.
HR & Payroll
HR & Payroll
Completed
The Steps to Start Your Business
Business Plan
Upon completing and submitting this Business Plan Questionnaire, you will receive a tailored Business Plan featuring valuable insights, actionable suggestions, and industry-specific recommendations. This customized guide is designed to help you navigate market trends and support your business growth journey.Please allow 24 to 48 hours for your tailored business plan to be ready. you will receive a notification once it has been delivered and ready to be viewed.
Business Plan Questionnaire
General Business Information
Reasearching Your Business Name
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Start with a Google Search:
Look for existing businesses using the name to ensure uniqueness and avoid confusion.
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Check Domain Availability:
Use tools like Namecheap or GoDaddy to confirm the availability of a matching website domain.
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Search State Business Registrations:
Visit your Secretary of State's website to ensure the name isn’t already registered
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Verify Trademarks:
Use the USPTO Trademark Database to ensure the name isn’t trademarked.
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Social Media Handles:
Check platforms like Instagram, Twitter, and LinkedIn for available handles.
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Consider Industry Specifics:
Avoid names that are too generic or commonly used in your industry.
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Conduct a Survey:
Ask friends, family, or potential customers for feedback on the name’s appeal and clarity.
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Think Long-Term:
Ensure the name reflects your brand vision and can grow with your business.