Business Checklist - 15 Essential Steps

15 Essential Steps Every Business Needs

Streamline and Get Ready For Success

0% Complete 0 of 15 steps completed
1

Business Name

Select a business name that you like and helps your customers easily identify your product/services.

Modern resources to help come up with a business name:

2

Landing Page or Website

Before you can start talking about your services and booking clients, you need a website or landing page where customers can learn about and purchase from you.

How to set one up:

  • Make a website yourself
  • Hire someone to make a website
  • Use Mark-it Global for your website needs

Recommended: Mark-it Global - Professional website development and hosting solutions

3

Establish Social Profiles

Get your business listed everywhere on the web to increase visibility and credibility.

Essential platforms:

  • Facebook Business Page
  • Instagram Business Profile
  • LinkedIn Company Page
  • YouTube Channel

Advanced (for established businesses):

  • Trust Pilot Profile
  • G2 Profile
  • Capterra Profile
4

Business Bank Account

Open a dedicated business bank account to separate personal and business finances.

Pro Tip: Search for promotional offers when opening new business accounts. Many banks offer bonuses ranging from $300 to $2000.

Resource: NerdWallet Business Bank Account Promotions

5

24/7 Tech Support

Having solid tech support can make or break your business operations.

Mark-it Global provides comprehensive tech support as part of our business automation solutions.

6

Stripe Payment Account

Set up online payment processing to accept credit cards from customers.

Go to Stripe.com and create your business payments account. Takes about 10-15 minutes and integrates seamlessly with Mark-it Global solutions.

7

Domain Name Registration

Register a domain name for your business website.

Pro Tips:

  • If exact business name isn't available, try adding: go, get, my, use, try
  • Prioritize .com domains when possible
  • Use Namecheap.com or Cloudflare.com for registration

Recommended: Use Cloudflare.com for DNS management with advanced features

8

Branded Animated Explainer Videos

Interactive, engaging animated explainer videos help prospects quickly understand your business.

Professional animated videos create bold, visually striking content that makes your brand memorable.

Recommended: Lion Imagery for professional animation services

9

Network with Existing Businesses

Leverage existing connections and network to grow your business through partnerships and referrals.

Your existing network could be the key to growing your business. Mark-it Global specializes in helping you leverage connections through targeted marketing and automation.

10

Professional Email Account

Set up professional business email with your company domain.

Options:

  • Google Workspace (recommended)
  • Microsoft Office 365

Sign up for the lowest tier plan to start - that's all you need initially.

11

A2P Compliance

Application-to-Person messaging compliance is essential for business communications.

Why A2P matters:

  • 99% open rate - Messages are actually seen
  • Instant support - Provide immediate customer assistance
  • Increased revenue - Automated text-backs recover lost sales

Solution: Mark-it Global provides compliant A2P messaging solutions

12

Target Past Customer Lists

Reach out to past customers and existing customer lists for repeat business and referrals.

Start slow to test your systems and build confidence. Past customers are often your best source of new business and referrals.

13

Secretary of State Registration

Register your business entity with your state's Secretary of State office.

This establishes your business as a legal entity and provides important protections and benefits.

Resource: Secretary of State

14

Google My Business Setup

Set up Google My Business for local search visibility and reputation management.

Benefits:

  • Increased visibility in local search and Google Maps
  • 1,000+ visits per month on average
  • Customer reviews build trust and credibility
  • Free marketing through Google's platform

Setup: Google My Business

15

CRM System Setup

Establish a Customer Relationship Management system for tracking and nurturing leads.

Benefits of a CRM:

  • Increased efficiency - Automate routine tasks
  • Better decisions - Data-driven insights and analytics
  • Team collaboration - Centralized customer information
  • Consistent experience - Unified customer interactions

Recommendation: Mark-it Global provides integrated CRM solutions as part of our comprehensive business automation platform.

Congratulations! 🎉

You've completed all 15 essential business setup steps!

Your business is now ready for success. Contact Mark-it Global to take it to the next level.

Schedule Free Consultation

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Schedule your 15-minute call today and start optimizing your business for the future!

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