Your business.
One step at a time.
Adapted from our step-by-step business-building process. Start at the beginning or jump to the stage you are working on. Mark completed steps to keep your place.
Set up your business
Organize your finances, people, brand, and essential documents.
Prepare and sign your LLC operating agreement
For an LLC, document ownership, management, voting, financial rules, and who may open accounts or sign on the company’s behalf. Ask your bank or payment processor which signed documents it requires. Other entity types may use different governing documents.
- Confirm your formation state and whether the LLC has one or multiple members.
- Complete the agreement, review it for the LLC’s state and circumstances, and obtain all required signatures.
- Keep the signed agreement with your company records and provide it when requested.
Open a business bank account
Compare account requirements, fees, and services. Keep business finances separate from personal spending.
Explore business credit
Explore business credit when it supports your goals. A D-U-N-S number is not a universal loan requirement.
- Business line of credit
Review personal credit, if relevant
Review personal credit when a lender requires a personal guarantee. Eligibility varies by lender.
Define departments and team roles
Plan and complete this step when it applies to your business. Use the resource library or request support to choose tools and set up your process.
Organize company files and information
Plan and complete this step when it applies to your business. Use the resource library or request support to choose tools and set up your process.
Create business email and scheduling
Create role-based addresses where useful and use individual access permissions. Remove access and rotate credentials when staff leave.
- Creating appointment schedules per email
- Creating appointment integrations per email such as zoom, or other platform automation
- Setting up round robin per appointment schedule
Create your business logo and brand materials
Create a consistent visual identity, then apply it to the materials customers see.
- Design your logo and choose your brand colors and fonts.
- Apply the same identity to your website, documents, social profiles and business materials.
Document products, services, and pricing
Plan and complete this step when it applies to your business. Use the resource library or request support to choose tools and set up your process.
- Business owner/client must give detailed list of products and services with pricing and payment plans for each
Choose an electronic signature platform
Plan and complete this step when it applies to your business. Use the resource library or request support to choose tools and set up your process.
Prepare website and customer policies
Plan and complete this step when it applies to your business. Use the resource library or request support to choose tools and set up your process.
Set up a payment processor
Plan and complete this step when it applies to your business. Use the resource library or request support to choose tools and set up your process.
Add products and services to your processor
Plan and complete this step when it applies to your business. Use the resource library or request support to choose tools and set up your process.