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STARTING A NEW

BUSINESS PLANNER

© 2023 Be Bright. All rights reserved.

All of the information in this document and the design


is my original proprietary work and has been legally copyrighted.
It cannot be copied, shared, sold, resold, distributed or
redistributed in any form, either printed or electronically.

BEBRIGHT.in
Welcome!
Welcome to my Starting a New Business Planner!

Are you thinking of starting a small business? Not sure if it is the right step for you? Worried
that you are not sure what all is involved?

This is the point of my planner. Before you take any major steps towards starting your business,
this planner will walk you through each stage. Obviously, not everything here will apply to your
particular business idea, but it will get you thinking about all the things you need to consider
before you make your final decision to proceed with a new venture.

The pages are not numbered, in case you wish to print a page more than once (such as the
competitor page) or there is a page here that does not apply to your business.

Remember to follow my Instagram the_ecomjet for weekly advice for your small
business.

Wishing you great success!

Kunwar
Be Bright
WHAT’S THE IDEA
THE BUSINESS IDEA

BUSINESS WILL BE

m Selling Products m Short-term m Sole Proprietorship

m Selling Services m Long-term m Partnership

m Selling Products & Services m Full-time m Corporation

m Brand New Business m Part-time m LLC

m Buying an Existing Business m Side Hustle m Multiple Owners

TYPICAL BUSINESS PURPOSES

m Solve a Current Problem m Help People Make Money m Fulfill a Physical Need

m Solve a Future Problem m Help Make People’s Life Easier m Fulfill an Emotional Need

m Help People Save Time m Make Everyday Tasks Less Unpleasant m Fulfill an Esteem Need

m Help People Save Money m Fulfill a Psychological Need m Fulfill an Educational Need

W H AT ’ S T H E P U R P O S E O F T H E B U S I N E S S & H O W W I L L YO U F U L F I L L T H I S P U R P O S E ?

1 S T Y E A R B U S I N E S S G O A L S Q U A N T I F Y

m h
m h
m h
m h
m h

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WHAT TO SELL
PRODUCT TYPE

m Handmade m Wholesale m Drop Shipping

m Private Label m Print on Demand m Digital

m Vintage m Used / Second Hand m Custom / Made to Order

S E RV I C E T Y P E

m Consulting m Tr a i n i n g / Te a c h i n g / C o a c h m Professional Ser vices

m Entertainment / Events m Tr a d e m Food / Beverage Ser vice

m Writing / Design m Te c h n i c a l m Management

m Food / Beverage Ser vice m Tr a v e l m Lodging

m Childcare m Rental / Leasing m Content

INITIAL PRODUCT LIST


I N I T I A L S E RV I C E S L I ST

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L E G A L I T I E S TO CO N S I D E R

QUESTION YES NO

m Will you need to patent the idea?

m Has someone already patented the idea?

m Are there any copyright or trademark issues?

m Are there any liabilities to selling this product and/or service?

m Will the product /service need a warning?

m Are you qualified to offer these products and/or services? ?

m Will you need special training and/or certification to offer these products and/or services? ?

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WHO IS ALREADY SELLING IT
CO M P E T I TO R : YEARS IN BUSINESS:

L O C AT I O N / P L A C E S T H E Y S E L L T H E I R S T R E N G T H S / W H AT C U S T O M E R S L I K E

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T H E I R W E A K N E S S E S / W H AT C U S T O M E R S D I S L I K E W H AT I S U N I Q U E A B O U T T H E I R O F F E R I N G ?

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H OW A R E T H E Y P RO M OT I N G T H E I R B U S I N E S S ? A R E T H E Y D O I N G A N Y T H I N G YO U C A N ’ T ?

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W H AT A R E T H E I R T O P S E L L E R S ? A R E T H E Y TA R G E T I N G A N Y O N E Y O U A R E N ’ T ?

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W H AT I S T H E I R P R I C E R A N G E ?

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WHO TO SELL TO
AGE RANGE: GENDER

G E N E R AT I O N % %

Silent (1928-1945) Male

Baby Boomer (1946-1964) Female

Gen X (1965-1981)

Millennials (1982-1996) TYPE

%
Gen Z (1997-2010)
End User / Consumer
Gen Alpha (2011+)
Other Businesses

E D U C AT I O N A L L E V E L
FREQUENCY
%
%
High School
Ye a r R o u n d
College Graduate
Seasonal
Po s t G r a d u a t e
Monthly

One Time
PROFESSIONS

% G E O G R A P H I C L O C AT I O N

AV E R A G E I N C O M E SOCIAL MEDIA SITES THEY ARE ON

% %

U n d e r ₹2 5 , 0 0 0 Facebook

₹2 5 , 0 0 0 - ₹5 0 , 0 0 0 P i n t e re s t

₹5 0 , 0 0 0 - ₹7 5 , 0 0 0 Tw i t t e r

₹7 5 , 0 0 0 - ₹1 0 0 , 0 0 0 Instagram

₹1 0 0 , 0 0 -₹1 5 0 , 0 0 Snapchat

₹1 5 0 , 0 0 - ₹2 0 0 , 0 0 Yo u Tu b e

₹2 0 0 , 0 0 0 + T i k To k

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CUSTOMER ANALYSIS
M Y TA R G E T C U S T O M E R

BLOGS THEY READ P R I N T P U B L I C AT I O N S T H E Y R E A D

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BRANDS THEY LIKE WHO INFLUENCES THEIR PURCHASES

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PURCHASING HABITS BUYING POWER

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W H AT A R E T H E I R PA I N P O I N T S Y O U A R E S O LV I N G ? S E C O N D A RY TA R G E T M A R K E T S

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MARKET ANALYSIS
M A R K E T S I Z E & M A R K E T VA L U E
# of Compe tit o rs

Pote nti al Mar ke t S h a re = 1 / (# o f C o mp e t it or s + 1 ) %

# of Ove ral l Po t e n t ia l C u st o me rs

My M ar ket Siz e = # O v e r all Pot e nt ial Cu s t o m e r s x Po t e n t i a l M a r k e t S h a re


My Ave rage S a le s Amo u n t ₹

My M ar ket Valu e = Mar ket S iz e x Av e r ag e S a l e s A m o u n t ₹

M A R K E T G R O W T H R AT E
₹ OR # % +/–

M a r ke t S i z e L a s t Ye a r

M a r ke t S i z e T h i s Ye a r

P ro j e c t e d M a r ke t S i z e N e x t Ye a r

MARKET TRENDS

FINANCIAL TRENDS R I S K FAC TO RS

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SOCIAL TRENDS C U STO M E R H A B I TS

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G E N E R AT I O N A L C U S T O M E R S I Z E
G E N E R AT I O N AGE U S P O P U L AT I O N

Silent Generation Born 1928-1945 24 Million


Baby Boomers Born 1946-1964 72 Million
Generation X Born 1965-1981 65 Million
Millennials Born 1982 - 1996 72 Million
Gen Z Born 1997 - 2010 90 Million
Generation Alpha B o r n 2 0 1 1 - P re s e n t N/A

a H E L P F U L T I P :To find size of target market try local census data, market research studies online or use Google Keyword Planner to find
number of monthly searches for your type of business or product.

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SWOT ANALYSIS
MY STRENGTHS

m Things Business Does Well m Better Than Competition m Internal Resources m Tangible Assets

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MY WEAKNESSES

m Things Business Lacks m Competition is Better m Resource Limitations m Lack of Skills

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M Y O P P O RT U N I T I E S

m Untapped Market Niches m Lack of Competition m New or Emerging Needs m Already Established Audience

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M Y T H R E AT S

m New / Emerging Competitors m Political, Economic Changes m Changes in Buying Behavior m Technology

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PRODUCT RESEARCH
PRODUCT: TYPICAL PRICE RANGE:

T O P F E AT U R E S C U S T O M E R S WA N T T O P F E AT U R E S C O M P E T I T O R S H AV E

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COMPLAINTS ABOUT COMPETITIVE PRODUCTS N E W U P C O M I N G F E AT U R E S

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HOW PEOPLE ARE SEARCHING FOR THIS PRODUCT

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C O L O R S , S I Z E S , M AT E R I A L S & O T H E R VA R I AT I O N S

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SERVICES RESEARCH
S E RV I C E : TYPICAL PRICE RANGE:

T O P F E AT U R E S C U S T O M E R S WA N T T O P F E AT U R E S C O M P E T I T O R S H AV E

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COMPLAINTS ABOUT COMPETITIVE PRODUCTS N E W U P C O M I N G F E AT U R E S

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H OW P E O P L E A R E S E A RC H I N G F O R T H I S S E RV I C E

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D E L I V E R Y M E T H O D S & O T H E R VA R I AT I O N S

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TESTING THE IDEA
P ROTOT Y P E F O R : T I M E N E E D E D TO D E V E LO P / T E ST :

P R O T O T Y P E C R E AT I O N

M AT E R I A L S N E E D E D COST

CO ST TO D E V E LO P P ROTOT Y P E ₹

FEEDBACK FROM TEST GROUP

W H AT T E S T E R S L I K E W H AT T E S T E R S D I D N ’ T L I K E

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C H A N G E S TO M A K E

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WHERE & WHEN TO SELL
B R I C K & M O R TA R O P T I O N S

m Commercial Space m Industrial Space m Storefront

m Office Space m Mall Space m Inside Another Business’ Space

ONLINE OPTIONS

m E-commerce Website m E-commerce Marketplace m Social Media Sites

m Blog m Used Marketplaces m Print on Demand

O T H E R WAY S T O S E L L

m Come to Customer’s Home or Site m Wholesale / Distributors m Mobile Units

m Sell out of Home m Third Party Sales Force m Sales Agents & Affiliates

m Sell out of Car m White Label* m Import / Export

m Kiosk m Value Added Resellers** m Farmer’s Markets

m Pop-up /Temporary m OEM*** m Selling Apps

O P E R AT I N G H O U R S O P E R AT I N G M O N T H S

D AY HOURS MONTH D AT E S

M o n d ay January

Tu e s d a y Februar y

We d n e s d a y March

T h u r s d ay April

F r i d ay M ay

S a t u rd ay June

S u n d ay July

August

September
*Your products are rebranded by resellers.
October
**Companies add to your products and they resell.
***Sell a product that will be sued in another product only. November

December

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BRICK & MORTAR COMPARISON
S PA C E # 1 S PA C E # 2 S PA C E # 3

Type of Space

Location

Monthly Rent

Monthly Utilities

Property Taxes

Maintenance Fees

Other Costs m m m

m m m

m m m

Renovations? m m m

m m m

m m m

TOTAL ₹ ₹ ₹
MONTHLY
COST
Pros m m m

m m m

m m m

m m m

Cons m m m

m m m

m m m

m m m

W H AT ’ S N E E D E D

m In a Specific Part of Town m Parking m Foot Traffic

m Meets Certain Safety Standards m Accessibility m Good Visibility

m Meets Zoning requirements m Near Customers m City Ordinances

m Meets Special Technology Services m Near Other Businesses m Other _________________________

m Meets Certain Legal Requirements m Near Competitors m Other _________________________

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WHERE TO SELL ONLINE
E-COMMERCE PROVIDERS

m 3D Cart m Big Cartel m Big Commerce

m Shopify m Square m Volusion

m Weebly m Wix m WooCommerce

MARKETPLACE SELLING SITES

m Amazon m Amazon Handmade m Brika

m Etsy m Facebook / Instagram Shops m Houzz

m iCraft m Jet m Minted

m New Egg m Pixie Market m Poketo

m Shoptiques m Storeenvy m Sundance Catalog

m Target+ Marketplace m The Grommet m Uncommon Goods

m Walmart Marketplace m Wayfair m Wrapables

m Zulily

SECOND HAND SELLING SITES

m ASOS Marketplace m Carousell m Depop

m Ebay m Facebook Marketplace m Good Fair

m LetGo m Mercari m Poshmark

m Real Real m ThredUp m Tradesy

m Vinted

PRINT ON DEMAND SELLING SITES

m CafePress m Canva m Creative Market

m Kite.ly m Merch by Amazon m Printful

m Printify m Red Bubble m Threadless

m Society6 m Spoonflower m Zazzle

D I G I TA L S E L L I N G S I T E S

m Gumroad m PayHip m Sellfy m SendOwl

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OTHER ONLINE SELLING SITES
DROP SHIPPERS

m AliExpress m Doba m Dropshipper.com

m Inventory Source m MegaGoods m Oberlo

m National Dropshippers m SaleHoo m Spocket

m Sunrise Wholesale m via Amazon m Wholesale 2B

m Wholesale Central m Worldwide Brands

WHOLESALERS

m Alibaba m DH Gate m Faire

m JDS Gifts m Kole Imports m Liquidation

m Orange Shine m Worldwide Brands

P R I VAT E L A B E L S

m A1 Tablecloth m AEEmpire m Alanic

m Apliiq m Bambini m BBSTrend

m By Paige m Canggu & Co m Casting House

m Colored Organics m Crafting Beauty m Design Imports

m Econic Apparel m Galison m Gym Leggings

m Hawthorn m Just Vision It m Mana Cosmetics

m Mooseberry m Natural Skincare m Nature Design Crafts

m Netraco m Oro Alexander m Pom Boutique

m Radical Cosmetics m Royal Apparel m Shop Frolick

m Shopcbstudio m Six Label m Thomas Net

m Under the Nile m Vitelle Lab m Welburn Candles

m Wrappily m Zodax

C O U R S E P L AT F O R M S

m Academy of Mine m Flora LMS m Kajabi

m Learn Dash m Podia m Ruzuku

m Skillshare m Teachery m Teachable

m Thinkific m Udemy m WizIQ

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WHERE TO SELL ONLINE ANALYSIS
NAME OF SITE: TYPE OF SITE:

Monthly Fees: Tr a n s a c t i o n F e e s :

Listing Fees: Other Fees:

Upfront Costs: Minimum Orders:

Who Handles Shipping: Who Handles Returns:

Who Handles Production: Who Handles Fulfillment:

Popular Products Ty p e s o f P r o d u c t s N o t P e r m i t t e d t o S e l l

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Pros of Selling Here Cons of Selling Here

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What is Needed to Start Selling Here Marketing Ser vices They Provide

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WHAT’S NEEDED
YES NO SPECIFICS

Retail Space

Commercial Space

Office Space

Home Office

Industrial Space

Mobile Unit

Storage / Warehouse

Manufacturing Space

Manufacturers

Equipment

Kitchen Space

Suppliers

Supplies

Vehicles

Employees

Managers

Contractors

Professional Services

Special Technology

Special Training / New Skills

Permits

Certifications

Licenses

Insurance

Regulations

Phone

Internet

IT Security

Surveillance Security

Other:

Other:

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EQUIPMENT NEEDED
ITEM LEASE OR SUPPLIER ONE TIME M O N T H LY
BUY COST COST

S U B T O TA L S ₹ ₹

* T O TA L S TA R T U P E Q U I P M E N T C O S T S ₹

a HELPFUL TIPS
• Equipment is any type of machinery or item needed to produce the product or service.

• Tour a similar business to take note of their equipment as you will likely have the same needs.

• Sometimes buying an existing business is a better option if you also acquire their equipment in the purchase.

* Multiply total monthly costs by 3 and add to total one time costs.

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SUPPLIES NEEDED
ITEM SUPPLIER M O N T H LY
COST

* T O TA L S TA R T U P S U P P L I E S C O S T S ₹

a HELPFUL TIPS
• Supplies are any type of materials or items needed to create the product or service.
• Tour a similar business to take note of their supplies as you will have the same needs.
• Remember that the cost and availability of supplies can greatly impact your business.

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PRODUCTS TO SOURCE
BUDGET: ₹

PRODUCT BRAND SELLER COST

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INSURANCE PERMITS & LICENSES
INSURANCE

TYPE YES NO M O N T H LY
COST**

General Liability

Professional Liability

Property

Errors & Omissions

Commercial Vehicles

Medical

Disability

Other:

* T O TA L S TA R T U P I N S U R A N C E C O S T S ₹

PERMITS & LICENSES

TYPE YES NO M O N T H LY
COST**

General Business License

Professional Licenses

Sales Tax Permit

Zoning Permit

Home Occupation Permit

Health Permit

Building Permit

Other:

* T O TA L S TA R T U P F E E S ₹

* Multiply total monthly costs by 3.


**If paying a yearly or one time fee, divide by 12.

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HOW TO MARKET
S T R AT E G Y P O S S I B L E TA C T I C S ONE TIME M O N T H LY
COSTS COSTS
A D V E RT I S I N G
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m .........................................................................................................................

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SOCIAL MEDIA
m .........................................................................................................................

m .........................................................................................................................

m .........................................................................................................................
EMAIL / DIRECT MAIL
m .........................................................................................................................

m .........................................................................................................................

m .........................................................................................................................
CONTENT
m .........................................................................................................................
MARKETING /
BLOGGING
m .........................................................................................................................

m .........................................................................................................................
PUBLICITY
m .........................................................................................................................

m .........................................................................................................................

m .........................................................................................................................
SEO
m .........................................................................................................................

m .........................................................................................................................

m .........................................................................................................................
BRANDING /
m .........................................................................................................................
PA C K A G I N G /
P RO D U C T
P H OTO G R A P H Y m .........................................................................................................................

m .........................................................................................................................
OT H E R
m .........................................................................................................................

m .........................................................................................................................

m .........................................................................................................................

S U B T O TA L S ₹ ₹

* T O TA L S TA R T U P M A R K E T I N G C O S T S ₹

* Multiply total monthly costs by 3 and add to total one time costs.

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WHAT TO CHARGE
P R O D U C T P R I C I N G C A L C U L AT O R

# Units that can be physically produced in one hour

Hourly Wage*

TOTAL LABOR COST FOR 1 UNIT = HOURLY WAGE / # UNITS ₹

Material costs (for 1 unit) ₹

Overhead costs (ie. fees, ads, packaging etc for 1 unit) ₹

TOTAL COST = LABOR COSTS + MATERIAL COSTS + OVERHEAD COSTS ₹

Markup percentage (i.e. if 50%, put 1.5)

PRODUCT PRICE = TOTAL COST x MARKUP PERCENTAGE ₹

S E R V I C E S P R I C I N G C A L C U L AT O R

Hourly Wage* ₹

# of hours needed to complete service

TOTAL LABOR COST FOR 1 SERVICE = HOURLY WAGE X # HOURS NEEDED ₹

Material costs (for 1 unit) ₹

Overhead costs (i.e. fees, ads, gas, etc. for 1 service) ₹

TOTAL COST = LABOR COSTS + MATERIAL COSTS + OVERHEAD COSTS ₹

Markup percentage (i.e. if 50%, put 1.5)

SERVICE PRICE = TOTAL COST x MARKUP PERCENTAGE ₹

H O W W I L L Y O U G E T PA I D

m Cash m Credit Card m Check m PayPal m Invoice m Other:

a HELPFUL TIPS
• Is the price you calculated still competitive?
• Should you set a lower price than competitors strictly to get sales and market share?
• Should you set a high price to show exclusivity?
• Should you start high and gradually lower your prices?
• Should you offer products and services in various price points to appeal to all buyers?
• Are there other factors affecting the price you can charge (i.e. sales tax, free shipping etc.)
• Do you expect customers to pay immediately or you will have payment terms? If yes, what are the terms?

* The wage you are paying someone or the wage you wish for yourself if you are the labor source.

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HOW TO STAFF
JOB DESCRIPTION FT/PT/ H O U R LY # OF HOURS
CON* WA G E A MONTH

MY HOURS

W O R K D AY W O R K D AY H O U R S T O TA L H O U R S

S u n d ay

M o n d ay

Tu e s d a y

We d n e s d a y

T h u r s d ay

F r i d ay

S a t u rd ay

T O TA L H O U R S

a HELPFUL TIPS
• Will you need to write job descriptions?
• Where will you find potential employees and will it be difficult?
• Who will interview potential employees?
• Who will train employees?
• What benefits will you offer full time employees?

* Full time, Part time, Contract or Freelance employees

BEBRIGHT.IN | © 2023 bebright.in all rights reserved.


POSSIBLE START UP COSTS
DESCRIPTION COST*

Office/Retail/Commercial/ Industrial Space Monthly Rent

Manufacturing Space Monthly Rent

Storage / Warehouse Space Monthly Rent

Equipment Purchases and Rentals

Supply Purchases

Vehicle-Related (vehicles, gas, insurance)

Website Development, Maintenance & Hosting

Product Development

Inventory

Marketing

Packaging

Shipping

Travel

Incorporation Fees

Legal Fees

Permits & License Fees

Professional Services

Insurance (3 months of payments)

Payroll / Wages / Benefits (3 months)

Interest on Loans

Credit Card Processing Fees

Other:

Other:

Other:

Other:

Other:

Other:

Other:

Other:

T O TA L S TA R T U P F U N D S N E E D E D ₹

* In terms of rent and other monthly fees and costs, insert the monthly amount x 3, as start up costs should cover the first three months of
business, giving you time to bring in revenues.

BEBRIGHT.IN | © 2023 bebright.in all rights reserved.


HOW TO FINANCE
TYPICAL SOURCES OF FINANCING

m Personally Fund m Grants m Line of Credit

m Angel Investor/Crowd Funding m Small Business Loan m Government Economic Programs

m Loans from Family & Friends m Strategic Partner(s) m Barter with Other Businesses

I N V E STO R AMOUNT INTEREST %

F R I E N D S & F A M I LY

A N G E L I N V E STO RS / CROWD FUNDING

SMALL BUSINESS LOANS / LINE OF CREDIT

GRANTS / GOVERNMENT PROGRAMS

S T R AT E G I C PA R T N E R S

OT H E R

T O TA L ₹

BEBRIGHT.IN | © 2023 bebright.in all rights reserved.


NEW PRODUCT SPECIFICATION
PRODUCT: SKU:

H RS N E E D E D TO P RO D U C E : E S T. L A U N C H D AT E :

F I N A L F E AT U R E L I S T TECHNICAL SPECS

m ............................................................................................................................... m ...............................................................................................................................

m ............................................................................................................................... m ...............................................................................................................................

m ............................................................................................................................... m ...............................................................................................................................

m ............................................................................................................................... m ...............................................................................................................................

m ............................................................................................................................... m ...............................................................................................................................

OPTIONS R E Q U I R E D M AT E R I A L S

m ............................................................................................................................... m ...............................................................................................................................

m ............................................................................................................................... m ...............................................................................................................................

m ............................................................................................................................... m ...............................................................................................................................

m ............................................................................................................................... m ...............................................................................................................................

m ............................................................................................................................... m ...............................................................................................................................

P R O D U C T PA C K A G I N G S H I P P I N G PA C K A G I N G

m ............................................................................................................................... m ...............................................................................................................................

m ............................................................................................................................... m ...............................................................................................................................

m ............................................................................................................................... m ...............................................................................................................................

P R I C I N G I N F O R M AT I O N
M AT E R I A L LABOR SHIPPING OT H E R FINAL PROFIT
COSTS COSTS COSTS OVERHEAD PRICE MARGIN

BEBRIGHT.IN | © 2023 bebright.in all rights reserved.


NEW SERVICE SPECIFICATION
S E RV I C E : E S T. L A U N C H D AT E :

# O F S TA F F N E E D E D : T I M E N E E D TO CO M P L E T E :

I N C LU D E D I N S E RV I C E O F F E R I N G TECHNICAL SPECS

m _________________________________________________ m _________________________________________________

m _________________________________________________ m _________________________________________________

m _________________________________________________ m _________________________________________________

m _________________________________________________ m _________________________________________________

m _________________________________________________ m _________________________________________________

OPTIONS R E Q U I R E D P H Y S I C A L M AT E R I A L S

m _________________________________________________ m _________________________________________________

m _________________________________________________ m _________________________________________________

m _________________________________________________ m _________________________________________________

m _________________________________________________ m _________________________________________________

m _________________________________________________ m _________________________________________________

D E L I V E RY M E T H O D S PHYSICAL COMPONENTS

m _________________________________________________ m _________________________________________________

m _________________________________________________ m _________________________________________________

m _________________________________________________ m _________________________________________________

COST PER UNIT


M AT E R I A L LABOR D E L I V E RY OT H E R DESIRED PROFIT
COSTS COSTS COSTS OVERHEAD MARGIN

BEBRIGHT.IN | © 2023 bebright.in all rights reserved.


FINAL PRODUCT LIST
PRODUCTS

PRODUCT NAME PRICE SKU

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FINAL SERVICES LIST
S E RV I C E S

S E RV I C E N A M E PRICE

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FIRST YEAR SALES GOALS
MONTH PROJECTED COST M O N T H LY PROFIT
REVENUES OF SALES EXPENSES

T O TA L S ₹ ₹ ₹ ₹

P RO D U C T / S E RV I C E E S T. % O F O V E R A L L S A L E S

BEBRIGHT.IN | © 2023 bebright.in all rights reserved.


CHOOSING A BUSINESS NAME
BUSINESS NAME URL E A SY TO E A SY TO
NAME IDEA AVA I L A B L E ? AVA I L A B L E ? SPELL? S AY ?

a HELPFUL TIPS
• Is the name memorable?
• Is the name descriptive of the business?
• Does the name work internationally (if applicable)?
• Have you tested it with friends and family?

BEBRIGHT.IN | © 2023 bebright.in all rights reserved.


STARTUP CHECKLIST
GENERAL BUILDING & SUPPLIES

Choose Business’ Legal Structure Obtain Operating / Work Space

Choose Business Name Obtain Equipment

Conduct NUANS Search on Name Hire Manufacturing

Register Business Name Hire Suppliers

File Trademark Papers for Business Name Obtain Supplies and Materials

Draw up Partnership Agreement (if applicable) Obtain Storage / Warehouse Space

File Incorporation Papers (if applicable) Apply for Zoning

Obtain Business License S TA F F I N G

Write Business Plan Study Labor Laws

Obtain Federal, State, Local Licenses Apply for Workers Compensation

Obtain Permits Learn Workplace Regulations

Obtain Registrations Set up Payroll System

Obtain Certifications Hire & Train Employees

Obtain Regulations Draw up Employment Agreements

Obtain Insurance Determine Employee Medical & Benefits

Apply for Federal Tax ID Number SALES & MARKETING

Apply for State /Provincial Taxes Set up Billing and Payment System

Obtain Domain (url) Name Set up a Point of Sale (SOS) System

File Patents (if applicable) Set up a CRM System

FINANCIAL Create a Marketing Plan*

Set up PayPal Account Create a Logo / Colors / Fonts / Brand Identity

Set up Business Bank Account Write a Slogan / Tag Line

Set up Business Checks Create Business Cards

Set up Business Credit Card Create Signage

Set up Business Line of Credit Create Website

Arrange for Loans/ Financing Create Blog

Set up Accounting System Set up Email Account

Create Business Invoices Create Packaging

P RO F E S S I O N A L S E RV I C E S Have Product Photography Taken

Hire an Accountant Set up Shipping

Consult an Insurance Advisor Create Order Forms & Receipts

Hire Marketing Services Set up Social Media Profiles

BEBRIGHT.IN | © 2023 bebright.in all rights reserved.


ECOMMERCE SETUP
GENERAL PRODUCT LISTINGS
Choose E-Commerce Platform Product Listing Titles
Choose Hosting Provider (if needed) Product Descriptions
Choose Store Design / Theme / Template Multiple Product Images, Angles (360 degree views) and Zoom
STO R E F RO N T Product Videos
Shop Banner, Logo & Other Brand Graphics Size Charts / Colors / Dimensions
Landing / Home Page Design Material List / Ingredient List
Promotional Graphics and Links Quantity Box
Best Seller or Most Popular Product Links Variations / Drop Down Menus
Call to Actions to Move Customers to Certain Pages Tags / Keywords
Search Functionality Filtering & Sorting Options
Ticker Displaying Specials, Promotions, Free Shipping Offers Prices, Taxes & Shipping Charges
Shop Sections / Categories Sales Offers / Discounts
New Arrivals Section Social Media Share Icons
Social Media Icons Payment Options
Social Media Preview Customer Reviews, Ratings & Comments
Recently Viewed Section Call to Action / Buy Button / Add to Cart
Blog Section You Might Also Like / Customers Also Bought Suggestions
Other Languages Functionality Product Availability Alert
Other Currencies / Currently Converter Product Stats such as Shares,Views, Sales, Wish Lists
Trusted Shopping Badges Value Offers on Multiple Item Purchases
Shopping Cart Icon Indicator if Product is Sold Out & to Join the Wait List
SHOPPING EXPERIENCE C U S T O M E R C H E C KO U T & R E T E N T I O N
Return & Exchange Policy Email Sign up and Opt In Offer
FAQs Account Creation and Login
Contact Us Rewards / Loyalty Program
About Us Favorites / Product Saves / Wish List
Help Show Savings During Checkout
Customer Service Options Promo Code Box
Email / Mail / Phone / Text Domestic & International Shipping
Chat Bot / Live Chat Shipping Provider / Delivery Partners
Order Status Shipping Rates
Track Your Order Multiple Shipping Methods
Shipping Information Show Approximate Shipping Date
Gift Cards Offer Financing Options like Payment Installments
Mobile App Abandoned Cart Reminders
Terms & Conditions Email Receipt with Tracking Number, Return Instructions
Privacy Policy Thank Email Follow Up with Coupon
Legal Information TECHNICAL
Retail Locations Make Sure Site Works on All Browsers & Devices
Site Map Test Site Speed So Pages Load Quickly
Copyright Notice Make Sure Site is Responsive
Security Certificates Test Checkout Process to Make Sure It Works
Supplier Information Add Security to Site

BEBRIGHT.IN | © 2023 bebright.in all rights reserved.


ETSY STORE SETUP
BRANDING LISTING MANAGER

Shop Name Create Shop Sections

Shop Banner Research Etsy Keywords (3 to 6 word search phrases)

Shop Icon Write Listing Descriptions

Personal Seller Photo Write Listing Titles (140 Characters)

FINANCIAL Add 13 Titles Per Listing (Each 20 Characters at most)

PayPal Account Set Prices

Credit Card Add Variations (colors, materials, sizes, etc)

Set Shop Currency Add Drop Down Menus for Variations

Set up Payment Settings Add Personalization Options

Set up Taxpayer ID Add Product Photos (see below)

INFO & APPEARANCE (OR “EDIT SHOP”) Add a 5 to 15 second Product Video

Shop Title Complete Shipping

Shop Announcement Attach Digital Item (if applicable)

Message to Buyers Set 4 Featured Products (Select Star Icon Beside Listing)

Message to Digital Buyers P RO D U C T P H OTO S

Local Markets Primary Product Photo

Shop Policies Close Up Images of Key Features

Shop Owner Profile Side Angle Photos (if applicable)

Rearrange Order of Listing in Store Front Back of Product Photos (if applicable)

Return & Exchange Policy Scale / Size Product Photos

Select Payment Options Size Chart (if Applicable)

Shipping Information Colors & Other Variation Options

Additional Policies & FAQs Stylized Product Photos

Private Receipt Info Purchase Photo Mockups (Optional)

Privacy Policy Add Product Video

Contact Info E TSY A D S ( O P T I O N A L )

A B O U T YO U R S H O P Set Daily Ad Budget (₹10 to ₹500)

Shop Members / Production Partners Select Listings to Run Ads On

Personal Story E TSY M A R K E T I N G ( O P T I O N A L )

Mention Other Etsy Shops You Own Run a Sale

Add Links to Social Media Sites, Blog & Website Send out Coupon Codes

Add Production Photos and/ or Videos Share Listings and Reviews on Social Media

Where You Sell Locally Upgrade to Etsy Plus

Set up Custom Web Address

BEBRIGHT.IN | © 2023 bebright.in all rights reserved.


STARTUP TO DO LIST
TA S K D AT E T O B E D O N E B Y

F I N A L B U S I N E S S I N F O R M AT I O N

Busi ness Own e r # 1 : Bu s i n e s s O w n e r #2 :

Busi ness Name : We b s i t e U R L :

Tax ID Numb e r : S t a t e / P rov Ta x I D N u m b e r :

Le gal Structure : O f f i ci a l L a u n ch D a t e :

Busi ness Email: Bu s i n e s s P h o n e :

BEBRIGHT.IN | © 2023 bebright.in all rights reserved.


More of My Downloads
• 4,000 Prompts ChatGPT ebook + Free guide
• Passive Income with ChatGPT + Free guide
• 27 Secrets to Youtube Success
• Ultimate Midjourney Guide

Need More Advice?


As a long time marketing professional, content creator and consultant, I have been providing
one-on-one advice to every type of small business, online since 2021.

Be sure to follow my Instagram to get the latest insider tips and advice as well as special
offers on my products & services.

Best of luck with your new business!

Kunwar
Gail
© 2023 Be Bright,Be Bright.All rights reserved.
All of the information in this document and the design
is my original proprietary work and has been legally copyrighted.
It cannot be copied, shared, sold, resold, distributed or
redistributed in any form, either printed or electronically.

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