CBC 6-Phase Program

Business Startup Checklist

Your complete roadmap from idea to launch — a structured 47-step path tracking every decision, filing, and milestone of your CBC journey.

Your Progress

0 of 47 items completed

Phase 1

Foundation & Discovery

Getting to know your vision and laying the groundwork

Weeks 1–2

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Initial consultation & needs assessment

Business concept evaluation & feasibility analysis

Target market & competitor research

Define short-term and long-term business goals

Identify startup costs & initial funding needs

Determine business ownership structure

SWOT analysis (Strengths, Weaknesses, Opportunities, Threats)

Phase 2

Legal & Structural Setup

Building your business on a solid legal foundation

Weeks 2–4

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File Articles of Incorporation or Organization

Obtain Federal Employer Identification Number (EIN)

Apply for state & local business licenses and permits

Draft Operating Agreement or Corporate Bylaws

Review zoning regulations and compliance requirements

Set up business address / registered agent

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Phase 3

Financial Infrastructure

Setting up your financial systems for success

Weeks 3–5

0/8

Open dedicated business bank account

Set up business credit card

Select and configure accounting software (QuickBooks, Xero, etc.)

Establish startup budget & cash flow forecast

Create financial projections plan (12–24 months)

Identify and pursue funding sources (loans, grants, investors)

Set up invoicing and payment processing systems

Review insurance needs (liability, property, professional, etc.)

Phase 4

Business Planning & Strategy

Crafting your blueprint for growth

Weeks 4–6

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Develop comprehensive business plan

Define value proposition & unique selling proposition (USP)

Create pricing strategy & revenue model

Outline operational plan & workflows

Define roles, responsibilities & organizational chart

Establish vendor & supplier relationships

Develop customer acquisition strategy

Plan for scalability & growth milestones

Phase 5

Branding & Marketing Setup

Building your brand identity and online presence

Weeks 5–8

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Develop brand identity (logo, colors, fonts, brand voice/tone)

Design business cards & marketing collateral

Set up Google Business Profile

Create and optimize social media accounts

Develop content marketing & social media strategy

Set up email marketing platform (Mailchimp, Constant Contact, etc.)

Plan and execute launch marketing campaign

Phase 6

Operations & Launch Readiness

Finalizing systems and preparing for Day One

Weeks 7–10

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Set up office / workspace / storefront

Procure necessary equipment & technology

Establish HR policies & employee onboarding procedures

Set up payroll system (if hiring employees)

Implement customer relationship management (CRM) system

Create standard operating procedures (SOPs)

Conduct soft launch or beta testing with select customers

Develop client/customer onboarding process

What's Next

Your Launch is Just the Beginning

You've built something real. Now let's grow it. CBC's monthly retainer keeps your business moving forward with dedicated ongoing support.

Monthly Strategy Sessions

Regular check-ins to review performance and adjust strategy.

Quarterly Financial Reviews

Deep-dive analysis of your financials and growth trajectory.

Priority Access to the CBC Team

Direct line to your consultant for emerging challenges.

Scaling & Growth Planning

Strategic roadmaps for your next stage of growth.

Ask About Monthly Retainer →

Available exclusively to CBC startup package graduates.

Ready to Begin

Let's Work Through This Together

Contact CBC to schedule your free consultation and begin working through this checklist with a dedicated advisor.

Book a Consultation →