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Templates & checklists

First-business launch checklist

Work top to bottom and do not skip ahead — clarity before activity. A website, logo, and business cards can wait; these three boxes cannot.

Inside this resource

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01

Offer clarity

Clarity before activity. If you cannot say it plainly, start here.

  • You can describe what you sell in one sentence, out loud, without notes
  • You have said it to someone who isn’t you, and they repeated it back correctly
  • Your price is written down and you can say it without apologizing

02

Delivery readiness

Decide what happens after a yes, before you need it.

  • You know exactly what the customer gets (deliverables, timeline, what’s not included)
  • You have done the work once — even unpaid, for practice
  • A second person could hand this to you and you would know what to do

03

Basic records

Keep the system proportionate to the business you are actually running today.

  • A separate place for business money (even a second bank account)
  • One list where every customer, payment, and promise lives
  • A simple way to track what you have been paid and what you are owed

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