Ultimate Small Business Startup Checklist (Free Printable PDF)

Starting a business can feel overwhelming, but having a clear roadmap makes the journey much easier. This step-by-step startup checklist breaks down everything you need to launch successfully—from business planning and legal setup to branding, marketing, and long-term growth. Each item is organized into practical sections, making it simple to track your progress as you move from idea to execution.

To make things even more convenient, we’ve included a free printable PDF version of the checklist. Whether you prefer working on-screen or having a hard copy in hand, you’ll have the tools you need to stay organized and on track.

👉 Looking for the full details behind each step? Check out our complete guide: Business Startup Guide – Everything You Need to Know.

📥 Download the Printable PDF Jump to Sections ↓

1. Research & Planning

Define your business idea
Research market demand & competitors
Identify target customers
Write a business plan

2. Legal & Administrative Setup

Choose a business structure (LLC, sole prop, etc.)
Register business name (DBA if needed)
Apply for an EIN
Register with state & local authorities
Obtain necessary licenses/permits

3. Finances

Open a business bank account
Get a business credit card
Set up bookkeeping/accounting system
Understand sales tax obligations
Explore funding/loans/grants

4. Branding & Online Presence

Choose a business name & logo
Buy domain name
Create professional email address
Build a website
Set up social media accounts

5. Workspace & Equipment

Decide on home office, commercial space, or shop
Buy equipment, software, and tools
Set up utilities/internet
Purchase insurance (general liability, property, etc.)

6. Products & Services

Define your offers clearly
Price products/services correctly
Set up supplier/vendor accounts
Build product samples/portfolio

7. Marketing & Sales

Develop marketing strategy
Create branding materials (business cards, brochures, etc.)
Launch digital ads or social campaigns
Build customer email list
Network with industry peers & partners

8. Operations & Growth

Draft SOPs (Standard Operating Procedures)
Hire and onboard employees/contractors
Set KPIs (Key Performance Indicators)
Review and adjust strategy regularly
Avoid scaling too quickly

9. Ongoing Compliance & Protection

File annual reports/taxes
Renew licenses/permits
Maintain insurance coverage
Protect intellectual property
Stay updated with legal obligations

More from Laticy

Looking for more tools, insights, and inspiration? Be sure to check out my other channels: explore practical business tips and reviews on YouTube @TheRealLaticy, and discover unique, custom-crafted products at my online store Carved & Cut Creations. Whether you’re building your business or searching for something special, you’ll find resources and creations to help you every step of the way.