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Complete and Continue
The Starter Kit
Introduction
Introduction
Introduction checklist
Business Set-up Essentials
Establish your intentions (5:23)
Set benchmark goals (1:45)
Create mini business plan (1:02)
Create legal contracts (2:29)
Set up invoicing software and electronic payment systems (4:11)
Set up e signing software (1:21)
Find a physical location (1:21)
Recommended Resources
Branding & Service Offerings
Identify your target audience (4:22)
Identify your service offerings (0:57)
Create your brand voice & tone (2:39)
Create your brand identity (4:52)
Create SOPs for your service offerings (1:51)
Create a master proposal template (2:33)
Create a capabilities deck (1:42)
Website Creation & Launch
Purchase a domain (1:11)
Purchase and set up website hosting (2:35)
Launch a “Coming Soon” landing page (0:56)
Confirm navigation & keyword research (1:25)
Create & collect content for your website (images, copy, video) (2:14)
Finalize design layouts & development (2:07)
Craft your website announcement strategy (4:00)
Final pre-launch checklist, website launch and quality assurance check (1:07)
Announce your website launch (0:41)
Marketing Strategy & Outreach
Set up professional social media profiles (5:45)
Set up an email marketing account (3:57)
Claim your Google My Business listing and build your profile (0:56)
Create a digital content strategy for your brand (4:47)
Activate your social media strategy
Create case studies (2:38)
Ask for client reviews (1:00)
Create your first set of blog posts to launch a thought leadership blog
Set up and launch a monthly newsletter (0:42)
Seek out community (3:52)
Begin building partnerships (2:00)
Operational Processes & Systems
Set up a CRM (2:55)
Set up an accounting/ bookkeeping system (4:25)
Set up budgeting & forecasting system (2:38)
Set up payroll (2:01)
Create a sales process (6:50)
Seek out sales & lead generation assistance (4:45)
Create your client onboarding process (3:27)
Set up a project management tool (4:19)
Set up a file management process for you and your future team (1:37)
Set up communication tools & a communication process for your future team (5:41)
Begin building your team (if you want) (5:57)
Begin building your team (if you want)
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