Startup Checklist
Startup Checklist
Startup Checklist
Getting Started
☐
CLEAN THE LENS
It sounds silly and simple, but this is always a great place to
start. It’s the equivalent of remembering to take the lens cap
off of a camera. It’s something so obvious that it’s often easy
to forget. Before you shoot any video with your smartphone,
make sure the camera’s view isn’t obstructed, and give it a
quick swab. Moistened cleaning wipes are the best for this job,
but a quick breath and your shirt will do the trick, too.
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Setting Up to Operate
☐ 1. Find a feasible location for you that can provide you with the ideal space needed to
conduct business.
☐ 2. Set up your office with appropriate working spaces, including comfy chairs, desks,
shelves, filing cabinets, and etc.
☐ 3. Identify any staffing needs.
☐ 4. Recruit, interview, hire, and train employees (if applicable).
☐ 5. If hiring employees, get an employer ID from the IRS.
☐ 6. Identify and set up any needed technology:
☐ a. computers/laptops for business operations,
☐ b. printer(s),
☐ c. business software and applications,
☐ d. POS,
☐ e. business email accounts,
☐ f. phones,
☐ g. CRM
☐ h. billing, and
☐ i. payment systems.
☐ 7. Ensure your technology systems are secure with your information and customer
information.
☐ 8. Install a security system, if applicable.
☐ 9. Depending on the business type, identify and partner with the right
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suppliers/vendors.
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