1. Business Formation

The first step is forming your business legally. Choosing the right structure depends on your goals, liability preferences, tax considerations, and whether you have shareholders.

• LLC vs C-Corp vs S-Corp: Each has distinct advantages depending on your plans.

• Where to Form: Consider forming in your home state or in states like Delaware, which offer favorable corporate laws.

• Get Legal Help: Leveraging advice from a lawyer or a business formation service like LegalZoom can save time and headaches.

2. Business Fundamentals

Next, set up the fundamentals of your business, whether you’re online or brick-and-mortar.

• Location: Have you chosen a physical location? Is it affordable and strategically positioned for traffic?

• Website: Building an amazing website is essential—even brick-and-mortar businesses need a strong digital presence.

3. Digital Presence

The days of the Yellow Pages are gone. Most customers find businesses via their phones and online searches.

• Online Listings: Set up Google My Business, Yelp, Facebook, Instagram, LinkedIn, TikTok, and other relevant platforms.

• Website: Create a captivating website that showcases your expertise and builds trust.

• Advanced Digital Marketing: Consider landing pages, funnels, e-commerce stores, newsletters, and email automation to engage customers creatively.

4. Lead Generation

Your business needs leads—people interested in what you offer.

• Promotion: Promote your business with online ads, social media posts, SEO strategies, and other marketing tactics.

• Conversion: Focus on turning visitors into quality leads and, ultimately, paying customers.

5. Back-End Systems

To maximize conversions, you need systems to stay in front of leads over time.

• Follow-Up Systems: Use retargeting ads, email automations, and text messages to maintain contact.

• Sales Team: Ensure your sales team consistently follows up on leads until they’re ready to buy.

6. Product Fulfillment

Deliver your products quickly and in excellent condition.

• Shipping: Use third-party logistics or manage fulfillment yourself, adding value with up-sells or special offers when possible.

7. Customer Support

Exceptional customer service turns one-time buyers into repeat customers.

• Support: Be responsive during the buying journey and follow up post-sale to build loyalty.

Bring Aboard a Team

Most businesses struggle with execution or are undercapitalized. Bringing in a consultant can help you avoid common mistakes and accelerate success.

We recommend scheduling a brief phone call to deliver immediate insights. From there, we can work together in a more extended capacity through weekly or monthly calls, immersions, and custom protocols.

Our firm is low-pressure and focused on delivering value — short term, medium term, and long term. We want to understand your unique situation and goals to tailor solutions for your business.