The checklists directory
Checklists you can buy, download, and use today.
Step-by-step checklists that walk you through the parts of building a business people skip and regret.
10 checklists in the directory, 2 of them free. Paid documents are a one-time purchase, no subscription. Or get every document, including future ones, with the Build plan on the pricing page.
Launch
Start a Business Checklist
The full path from idea to open for business, in order, so you do not skip the step that comes back to bite you in month three.
Printable PDF + Editable Word
See what is inside →Launch
Launch Week Checklist
The seven days before and through your launch, hour by hour, so the week you go live is calm instead of chaos.
Printable PDF + Editable Word
See what is inside →Team
New Hire Onboarding Checklist
Everything that has to happen before, on, and after a new person's first day so they are productive fast and nothing legal gets missed.
Printable PDF + Editable Word
See what is inside →Legal
LLC Formation Checklist
The exact order to form an LLC and the steps people forget right after, like the EIN, the operating agreement, and the business bank account.
Printable PDF + Editable Word
See what is inside →Planning
Idea Validation Checklist
The cheap tests you run before you spend real money, so you find out whether people will pay before you build the whole thing.
Printable PDF
Get it free →Marketing
Website Launch Checklist
The pre-flight list before your site goes public: the pages, the legal, the tracking, and the tests that keep launch day from embarrassing you.
Printable PDF
Get it free →Money
Monthly Bookkeeping Checklist
The short monthly routine that keeps your books clean and tax season boring: reconcile, categorize, invoice, and review, every month.
Printable PDF + Editable Word
See what is inside →Sales
Sales Call Checklist
The before, during, and after of a sales call so you show up prepared, ask the right questions, and never forget to follow up.
Printable PDF + Editable Word
See what is inside →Marketing
Product Launch Marketing Checklist
The marketing runway for a launch: the emails, the content, the outreach, and the offers, sequenced so the launch actually lands.
Printable PDF + Editable Word
See what is inside →Team
Hiring Your First Employee Checklist
The legal and practical steps to move from doing it all yourself to your first real hire without stepping on a compliance landmine.
Printable PDF + Editable Word
See what is inside →Please read: templates are not legal advice
- These templates and contracts are informational samples, not legal advice, and buying one does not create an attorney-client relationship with anyone.
- Laws differ by state, by industry, and by situation. Have a qualified attorney review any document before you rely on it or ask someone to sign it.
- It is your responsibility to make sure any document you use meets your state's requirements and fits your specific circumstances.
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