The New Business Launch Checklist

The legal foundation. Do these first so everything after is in your name and protected.

• Choose your business structureHow to

  It decides your taxes, your paperwork, and whether your personal assets are on the hook.

  1 hour to decideFree
• Form your LLC with the stateHow to

  This is the moment your business legally exists and your name is reserved.

  30 to 60 minutes$35 to $300 state fee
• Get your EIN (free from the IRS)How to

  Your business social security number. You need it to open a bank account, hire, and file taxes.

  15 minutesFree
• Lock your name, DBA, and trademarkHow to

  Build a brand on a name someone else owns and you can be forced to rebrand later.

  1 hourDBA $10 to $50, trademark from $250
• Get your licenses and permitsHow to

  Operating without the right license can mean fines, shutdowns, and uninsurable claims.

  Varies, start early$50 to $1,000+
• Get business insuranceHow to

  One claim without coverage can erase the business and reach your personal assets.

  1 to 2 hours to quote$40 to $200/mo

Separate business money from personal, get paid cleanly, and keep the books from day one.

• Open a business bank accountHow to

  Mixing business and personal money pierces your liability shield and wrecks your taxes.

  30 to 60 minutesFree to $25/mo
• Set up bookkeepingHow to

  The owners who track from day one keep more at tax time and always know if they are profitable.

  1 hour to set upFree to $30/mo
• Set up how you get paidHow to

  Make it effortless to pay you and you get paid faster, more often, and in full.

  1 to 2 hours~2.9% per transaction
• Register for sales taxHow to

  Collect the wrong amount, or none, and the state will come back for it with penalties.

  30 minutesUsually free to register

Show up on the map and in search the moment someone nearby looks for what you do.

• Claim and verify your Google Business ProfileHow to

  It is the single highest-leverage free listing. It puts you on Maps and in the local pack.

  1 hour + verification waitFree
• Add Bing Places and Apple Business ConnectHow to

  Apple Maps and Bing power Siri, ChatGPT, and millions of searches Google never sees.

  45 minutesFree
• List in the directories that matter for your fieldHow to

  The right niche directories send ready-to-buy traffic and feed your search ranking.

  1 to 2 hoursFree to list
• Turn on a reviews engineHow to

  Reviews are the deciding factor in local choice and a top driver of Maps ranking.

  OngoingFree, or automated by us

A domain, a real website, and a brand that looks like the business you are becoming.

• Buy your domainHow to

  Your domain is the one piece of online real estate you fully own. Get it before someone else does.

  20 minutes$10 to $20/yr
• Set up professional emailHow to

  you@yourbusiness.com closes more than yourbusiness@gmail.com. It signals you are real.

  30 minutes~$6/user/mo
• Nail your brand basicsHow to

  A consistent look and a clear one-liner make a one-person shop look like an established company.

  A few daysDIY or done-for-you
• Get a real websiteHow to

  Most buyers check your site before they call. A weak one quietly costs you the job.

  2 to 4 weeksOur core build
• Lay an SEO and GEO foundationHow to

  Get found on Google AND inside AI answers (ChatGPT, Perplexity, Gemini), where buyers increasingly start.

  OngoingBuilt into our sites

The CRM, AI agents, and automations that answer, book, and follow up while you work.

• Set up a CRMHow to

  A lead that falls through the cracks is revenue you already paid to earn. A CRM stops the leak.

  1 to 2 weeksCustom or off-the-shelf
• Put an AI agent on the front lineHow to

  Most leads call or message once. An AI voice and chat agent answers 24/7, qualifies, and books while you work.

  1 to 2 weeksOur specialty
• Turn on online bookingHow to

  Letting people book themselves, day or night, captures the business you lose to phone tag.

  2 to 5 daysTool or custom
• Automate the busyworkHow to

  Every repetitive task you automate is hours back and one less thing that gets forgotten.

  OngoingCustom builds

Funnels, lead magnets, ads, and social that turn attention into booked, paying work.

• Set up the right social profilesHow to

  You do not need every platform. You need the one or two where your buyers actually are.

  OngoingFree
• Create a lead magnetHow to

  Most visitors are not ready to buy yet. A free, genuinely useful offer captures them so you can earn the sale.

  1 weekCustom
• Build a funnelHow to

  A funnel turns a click into a booked job on purpose instead of by luck.

  1 to 2 weeksCustom
• Turn on ads once the funnel convertsHow to

  Ads pour fuel on a funnel that works. Run them before it works and you just burn cash faster.

  OngoingAd spend + management
• Own your audience with email and SMSHow to

  Social platforms rent you an audience. Email and SMS lists are yours, and they sell on demand.

  OngoingLow monthly tool
• Track what actually worksHow to

  Without tracking you are guessing. With it you double down on what brings paying customers.

  A few hoursFree tools