Welcome
Work through each section, tick your checklists, and fill in the prompts. Your entries autosave locally.
Australia
ABN & GST
ASIC
Xero/MYOB
- ABN via ABR; GST registration if revenue ≥ $75k.
- ASIC for business name & company registration.
- Popular tools: Xero, MYOB, Square.
United States
EIN
Secretary of State
QuickBooks
- EIN via IRS; consider state sales/use tax where relevant.
- Register entity & name with your Secretary of State.
- Popular tools: QuickBooks, FreshBooks, Stripe.
Market & Offer Clarity
Know exactly who you’re targeting, the problem you solve, and why you win.
Australia
- Research: ABN Lookup, industry associations, LinkedIn.
- Decision-makers: CEO, GM, Marketing Director, Ops Lead.
United States
- Research: NAICS codes, Chambers of Commerce, LinkedIn.
- Decision-makers: CEO, VP, Director, Head of Ops/Rev.
Checklist
Business Plan Prompts
Who are you targeting?
What problem do you solve?
Why choose you (vs alternatives)?
Legal & Admin Setup
Get the foundations right so you can invoice confidently and reduce risk.
Australia
- Register name with ASIC; obtain ABN; consider GST (≥ $75k).
- Insurance: Public Liability, Professional Indemnity, Cyber.
United States
- Register with Secretary of State; obtain EIN; check state tax.
- Insurance: General Liability, E&O/PI, Cyber.
Checklist
Business Plan Prompts
Business structure
Insurances required
Bank & tools
Sales Assets
Be ready to show value fast and close with clarity.
Checklist
Business Plan Prompts
Services you offer
How you charge & how much
Proof of results
Online Presence
Look credible, findable, and easy to contact.
Australia
- Website, Google Business Profile, Yellow Pages, LocalSearch.
United States
- Website, Google Business Profile, Yelp/BBB, Manta.
Checklist
Business Plan Prompts
Website URL
Trust signals to display
Directories to join
Lead Generation System
Build a repeatable system to book meetings.
Checklist
Business Plan Prompts
How will you reach your audience?
Tools you’ll use
Follow-up plan
Marketing Engine
Create inbound momentum while outbound runs.
Checklist
Business Plan Prompts
Content you’ll create
Networking strategy
Nurture plan
Delivery & Fulfilment
Onboard smoothly, deliver consistently, prove ROI.
Checklist
Business Plan Prompts
How will you deliver your services?
Tools for project management
How will you measure & show results?
Finance & Scaling
Invoice, track, forecast, and plan your first hires.
Australia
XeroMYOBSquare
United States
QuickBooksFreshBooksStripe
Checklist
Business Plan Prompts
How will clients pay you?
First-year financial goals
First hire & timing
Final “Ready to Launch” Checklist
Confirm you’re 100% ready to start selling & delivering.
Set Your Targets
Launch date
First-month goals