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Startup Structure & Strategy Checklist

Startup Structure & Strategy Checklist

A comprehensive checklist to guide you through the process of setting up and scaling your startup

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Overall Progress

0% 0/36 tasks completed

💼 Business Formation

Choose legal structure (LLC, S-Corp, C-Corp, etc.)

Register business entity in the appropriate state

Obtain EIN from the IRS

File Articles of Organization or Incorporation

Draft and adopt Operating Agreement or Bylaws

👨🏽‍💻 Tax & Compliance

File IRS Form 2553 for S-Corp election (if applicable)

Register for state/local business taxes

Set up business banking and accounting systems

Obtain any required business licenses/permits

Ensure compliance with state/federal regulations

🧾 Ownership & Equity Structure

Define ownership percentages

Draft partnership or shareholder agreements

Plan for equity splits, vesting, and cap table

Set up founder stock or equity issuance

📊 Financial Infrastructure

Open business bank account

Establish accounting and bookkeeping software

Create initial budget and forecast

Secure business credit or financing

Set up payroll and contractor systems

🏪 Brand Identity & Assets

Secure domain name and trademarks

Design logo and brand assets

Establish brand voice and guidelines

Build website or landing page

Create branded social profiles

🧭 Strategic Positioning

Define target market and customer segments

Craft unique value proposition

Conduct market research and competitor analysis

Align mission, vision, and core offering

📊 Operations & Scaling Strategy

Build standard operating procedures (SOPs)

Create scalable systems and automation tools

Develop a team growth roadmap

Align legal, financial, and tech infrastructure for scale

📇 Legal Protection

Draft client contracts and service agreements

Implement NDAs and IP protection

Apply for patents or trademarks (if applicable)

Set up business insurance (liability, cyber, etc.)

📣 Go-To-Market & Growth

Build launch strategy and marketing plan

Develop sales funnel or customer journey

Leverage partnerships, referrals, or affiliates

Monitor key KPIs and metrics

👨🏽‍💼 Advisory & Strategic Support

Assemble advisory board or consultants

Schedule regular strategic reviews

Plan for funding rounds or investor readiness

Engage legal and tax counsel for growth planning

Startup Structure & Strategy Checklist | Created with ❤️ for entrepreneurs

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