Your Progress
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1
Foundation & Discovery
Getting to know your vision and laying the groundwork
Weeks 1–2
0/7
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)
2
Legal & Structural Setup
Building your business on a solid legal foundation
Weeks 2–4
0/8
Register business name / DBA (Doing Business As)
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
Register for state sales tax (if applicable)
Review zoning regulations and compliance requirements
Set up business address / registered agent
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.)
4
Business Planning & Strategy
Crafting your blueprint for growth
Weeks 4–6
0/8
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
5
Branding & Marketing Setup
Building your brand identity and online presence
Weeks 5–8
0/8
Develop brand identity (logo, colors, fonts, brand voice/tone)
Design business cards & marketing collateral
Register domain name & build professional website
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
6
Operations & Launch Readiness
Finalizing systems and preparing for Day One
Weeks 7–10
0/8
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 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 Get Started?
Contact CBC to schedule your free consultation to begin working through this checklist together.
Book a Consultation →