15 Essential Steps Every Business Needs
Follow each phase in order to build a solid foundation for success
Business Name
Secretary of State Registration
Register your business as a legal entity with your state. This protects your personal assets and makes your business official.
Why it matters:
- Establishes legal liability protection
- Required to open a business bank account
- Builds credibility with customers & vendors
Resource: Secretary of State
Business Bank Account
Separate your personal and business finances from day one. Many banks offer generous opening bonuses.
💡 Pro Tip: Many banks offer bonuses ranging from $300 to $2,000 for new business accounts.
Resource: NerdWallet: Best Bank Account Promotions
Domain Name Registration
Secure your web address before someone else takes it. Your domain is your permanent home on the internet.
Pro Tips:
- If exact name isn't available, try adding: go, get, my, use, try
- Always prioritize .com domains
- Register via Namecheap.com or Cloudflare.com
Recommended: Use Cloudflare for DNS management & free security features
Professional Email Account
Use a branded email like [email protected] — it builds trust and looks professional instantly.
Best options:
- Google Workspace (recommended)
- Microsoft 365
Start with the lowest tier plan — that's all you need to begin.
Landing Page or Website
Your website is your 24/7 salesperson. Customers need a place to learn about you and book or purchase.
Your options:
- Build it yourself with a website builder
- Hire a freelance developer
- Use Mark-it Global for a done-for-you solution
Recommended: Mark-it Global — professional website development & hosting
Stripe Payment Account
Accept credit cards and online payments from customers anywhere in the world.
Visit Stripe.com and create your account — it takes about 10–15 minutes and integrates seamlessly with Mark-it Global solutions.
Google My Business Setup
Get found on Google Search and Maps — completely free marketing that drives real foot traffic and calls.
Benefits:
- Avg. 1,000+ visits/month for active listings
- Builds trust through customer reviews
- Shows up in local "near me" searches
Setup: Google My Business
Establish Social Profiles
Claim your brand on every major platform to increase visibility, credibility, and discoverability.
Essential platforms:
- Facebook Business Page
- Instagram Business Profile
- LinkedIn Company Page
- YouTube Channel
Once established, add:
- TrustPilot · G2 · Capterra
Branded Animated Explainer Videos
A short animated video helps prospects instantly "get" what you do — and remember you.
Bold, visually striking explainer videos make your brand memorable and can dramatically increase conversion rates.
Recommended: Lion Imagery for professional animation services
CRM System Setup
A CRM keeps your leads, customers, and follow-ups organized so nothing slips through the cracks.
CRM benefits:
- Automate routine follow-up tasks
- Data-driven insights & reporting
- Team collaboration with shared records
- Consistent customer experience
Recommended: Mark-it Global integrated CRM — built-in to our automation platform
A2P Compliance
Application-to-Person (A2P) compliance lets your business send compliant text messages at scale — and texts get noticed.
Why A2P matters:
- 99% open rate — messages are actually seen
- Instant support — real-time customer assistance
- Recover lost sales through automated text-backs
Solution: Mark-it Global provides fully compliant A2P messaging
24/7 Tech Support
Having reliable tech support means problems get solved fast — before they cost you customers or revenue.
Mark-it Global provides comprehensive 24/7 tech support as part of our business automation solutions, so you're never left without help.
Network with Existing Businesses
Your existing connections could be your fastest path to new revenue through partnerships and referrals.
Mark-it Global specializes in helping you leverage your network through targeted marketing and automation — turning warm relationships into paying clients.
Target Past Customer Lists
Past customers already trust you — they're your easiest sale and your best source of referrals.
Start with a small test batch to validate your messaging and systems before scaling. Past customers have up to a 70% chance of buying again vs. 5–20% for new prospects.
Congratulations! 🎉
You've completed all 15 essential business setup steps!
Your business is now built on a solid foundation. Let Mark-it Global help you scale it.
Schedule Free ConsultationReady to Optimize Your Business?
Schedule your free 15-minute strategy call today and start building your business the right way.
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What exactly is Eva A.I. Employee?
Frequently Asked Questions
What exactly is Eva A.I. Employee?
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How does Reviews AI help my online reputation?
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Ready to Automat Your Business?
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