6. Get Established & Organized
Legally organize, incorporate, and arrange the components necessary to reinforce a stabilized financial foundation for your company.
Modules:
Lesson:
VI.a. Introduction to Organizing a New Business
Organize the building blocks of your startup into a stable foundation for your business.
Lesson:
VI.b. Startup Planning
Outline the most important steps to formally organize and plan for the future of your company.
Lesson:
VI.c. About the Professional Services Guide
Secure professional support to accomplish the projects or tasks necessary to grow your company
Lesson:
VI.d. Scoping Professional and Technical Services
Scoping Professional and Technical Services for:
-Business Coaching and Consulting
-Legal
-Accounting
-Digital Marketing
Lesson:
VI.d.2. Scoping Legal Services
Scope legal services to protect your company with contracts, service agreements, partnership agreements, and more.
Lesson:
VI.d.3. Scoping Accounting Services
Scope services for an accountant to track your company's finances, ensure tax compliance, and more.
Lesson:
VI.d.4. Scoping Digital Marketing Services
Scope digital marketing services to curate your company's brand, develop a website, increase your social media presence, and more!
Lesson:
VI.e. Requesting Proposals for Professional Services
Use RFP Letters to gather bids for special projects or services.
Download Sample RFP Letters in the subsections below.
If you're looking for construction RFP support, visit Module 9: Retail Readiness
Lesson:
VI.e.1. Requesting Proposals from Business Coaches & Consultants
Request proposals from business consultants.
Lesson:
VI.e.2. Requesting Proposals from Attorneys
Request proposals from attorneys.
Lesson:
VI.e.3. Requesting Proposals from Accountants
Request proposals from accountants.
Lesson:
VI.e.4. Requesting Proposals for Digital Marketing Services
Request proposals from marketing consultants.
Lesson:
VI.f. Evaluating Proposals from Professional Service Providers
Lesson:
VI.g. Consulting with an Attorney
Obtain feedback from an independent legal professional on any contracts and agreements before execution.
Lesson:
VI.h. Reconcile Plans & Budgets
Download the Startup Planning Workbook to outline your next steps for organizing and building your professional team
Lesson:
VI.i.Next Steps
You've been doing a lot of heavy lifting to establish your new company. Let's organize all your hard work into a professional business portfolio.
