Checklists

Checklists for operations.

15 pre-built operations checklists, each one ready to seed into your workspace and edit.

← All checklists

Blank Template
Build your own startup checklist

Start from a blank template and add the steps that fit your business, then let your AI coaches review your plan.

Find & Work with a Lawyer
Find a small business lawyer you trust

Figure out what legal help you actually need, vet and hire the right small business lawyer, and control costs with clear scope and smart preparation.

10 steps
Find & Work with an Accountant
Hire an accountant that saves you money

Choose between a CPA, an EA, and a bookkeeper, hire with confidence, and build a quarterly rhythm that catches tax savings before deadlines hit.

11 steps
Find Your Business Location
Pick a business location without regret

Search, tour, and negotiate commercial space with a written budget and zoning checks, so the lease you sign supports the business instead of strangling it.

10 steps
Get Started with QuickBooks
Set up QuickBooks for stress-free books

Set up QuickBooks Online the right way once: bank feeds, rules, invoicing, and a monthly routine that keeps your books clean without a bookkeeper on payroll.

11 steps
Get Started with Xero
Set up Xero for clean, painless books

Get Xero configured for clean books from day one: bank feeds, a tidy chart of accounts, Hubdoc receipts, and a daily reconcile habit that never lets a backlog build.

11 steps
Go Freelance
Go freelance without the guesswork

Turn your skills into a freelance business that pays, from first clients and pricing to contracts and steady income.

12 steps
Launch a Food Truck
Launch a food truck, start serving

Get your food truck from idea to first service day, covering permits, equipment, menu, and the spots that sell.

13 steps
Open a Hair Salon
Open a hair salon that books full

Open a salon that stays booked, from location and licenses to chairs, staffing, and the marketing that fills the calendar.

13 steps
Open a Restaurant
Open a restaurant, step by step

A clear path to opening your first restaurant, from concept and licenses to build out, staffing, and opening day.

13 steps
Set Up Business Banking
Set up business banking the right way

Open the right business bank account, route every dollar through it, and build the bookkeeping and tax habits that keep your finances clean from day one.

11 steps
Start a Cleaning Business
Start a cleaning business that pays

Start a cleaning business and land recurring clients, from services and pricing to supplies, staffing, and bookings.

13 steps
Start a Landscaping Business
Start a landscaping business right

Build a landscaping business with steady seasonal income, from equipment and licensing to pricing and repeat clients.

13 steps
Start a Moving Company
Start a moving company the right way

Start a moving company with the right truck, permits, and pricing, plus the marketing that keeps the calendar full.

13 steps
Start a Photography Business
Start a photography business fast

Turn your camera into a paying photography business, from gear and pricing to a portfolio and your first booked clients.

12 steps