Skip to content

Checklist

Startup Checklist

A practical, working checklist for setting up a business. Configure it to your situation, and treat every item marked as location-specific as something to confirm locally.

What you enter here becomes part of your startup plan, saved in this browser.

Configure your checklist

Showing 43 items for a sole trader / sole proprietor in your market.

Business idea

0 of 3 done

  • Who it serves, what problem it solves, and how.

  • Be specific enough that you could name ten of them.

  • Your real competition is usually the current workaround.

Market research

0 of 3 done

  • Ask about their current process and costs, not about your idea.

  • Record what is publicly published, with the date you checked.

  • Enquiries, waitlist signups, pre-orders or paid pilots.

Business model

0 of 3 done

  • How value is delivered and how money comes in.

  • Price, variable cost per unit and contribution margin.

  • Volume needed to cover fixed costs.

Name & branding

0 of 4 done

  • Check pronunciation, spelling and meaning in your market.

  • Availability must be confirmed with a registrar — a name being unused is not the same as being registrable.

  • Search the relevant trademark register or take professional advice. Distinct from domain availability.

    Location-specific — verify for your market

  • Logo, colours, typography and a short description you reuse everywhere.

0 of 2 done

  • Options, liability and tax treatment differ by country. Confirm locally.

    Location-specific — verify for your market

  • Terms of service, quotes or supply terms suited to your model.

    Location-specific — verify for your market

Registration

0 of 4 done

  • Registry, forms, fees and timelines vary by jurisdiction.

    Location-specific — verify for your market

  • Income tax, sales tax/VAT/GST and payroll registrations as applicable.

    Location-specific — verify for your market

  • Food, health, trade, signage and premises permits depend on activity and location.

    Location-specific — verify for your market

  • Liability, property, professional indemnity or employer cover as applicable.

    Location-specific — verify for your market

Banking

0 of 2 done

  • Keep business and personal money separate from day one.

  • Card processing, invoicing or online checkout.

Accounting

0 of 3 done

  • Even a simple spreadsheet, used consistently, beats nothing.

  • Retention requirements vary by jurisdiction.

    Location-specific — verify for your market

  • One conversation before launch usually prevents avoidable cost later.

Website & technology

0 of 4 done

  • Register before announcing the name publicly.

  • One page done well is enough at launch.

  • Email, storage, CRM, scheduling, support — keep it minimal.

  • Data protection obligations vary by jurisdiction.

    Location-specific — verify for your market

Suppliers

0 of 2 done

  • Compare lead times and minimums, not only price.

  • Payment terms directly affect your working capital need.

Pricing

0 of 2 done

  • Cover variable cost, contribute to fixed costs and reflect value.

  • A quote accepted is stronger evidence than a survey answer.

Marketing

0 of 3 done

  • Two channels done well beat six done badly.

  • Photos, descriptions, profiles and local listings.

  • Track enquiries and sales by channel from day one.

Operations

0 of 2 done

  • From enquiry to delivery to payment received.

  • Contracts, payroll, minimum pay and entitlements are jurisdiction-specific.

    Location-specific — verify for your market

Launch

0 of 3 done

  • Find the breakages before the audience arrives.

  • Coordinate the website, listings and messaging on the same day.

  • Response speed is a real advantage in week one.

Post-launch

0 of 3 done

  • Update your budget and break-even with real figures.

  • Ask what nearly stopped them from buying.

  • A small number of measurable outcomes.