Free Sample Business Opening Checklist

Register the business with the appropriate government bodies.

Obtain necessary local and state business licenses and permits.

Verify business name availability and trademark registration.

Comply with industry-specific regulations and compliance standards.

Apply for an Employer Identification Number (EIN).

Open a business bank account.

Set up accounting software and financial management systems.

Establish a system for tracking expenses and revenue.

Assess and secure initial funding sources.

Set up financial reporting protocols and schedules.

Acquire essential equipment and supplies.

Secure office space or operational facility.

Set up IT infrastructure and technology systems.

Develop a robust supply chain and logistics setup.

Implement operational processes and quality control measures.

Develop a brand identity and visual elements.

Launch the company website and ensure online presence.

Create initial marketing campaigns and promotional materials.

Establish social media channels & content strategy.

Optimize brand for search engines and online presence.

Identify roles and complete the hiring process for essential positions.

Develop employee training programs and materials.

Define employee benefits and compensation structures.

Establish HR policies and procedures manual.

Set up payroll systems and employee records management.

Assess risk and determine necessary insurance policies.

Purchase general liability insurance.

Secure property and casualty insurance.

Implement health and employee insurance programs.

Review and update insurance coverage periodically.

Set up customer communication channels (phone, email, live chat).

Develop customer service protocols and response policies.

Implement a clear and concise return policy.

Train staff on customer service best practices.

Integrate customer feedback tools and measure satisfaction.