31 checklistsยท 23 featured

Business Checklists

Practical, step-by-step guides for small businesses. From daily operations to seasonal planning, find the perfect checklist to streamline your business.

31
Checklists
564
Total Tasks
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31 of 31 checklists
๐Ÿš€

7-Day Launch Sprint

Validate Your Offer and Get First Paying Customer

beginnerLaunch
23 tasks45-60 min/day
startupessential+3
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๐ŸŽ‰

Grand Opening Blueprint

Your 30-Day Launch Roadmap

beginnerOperations
25 tasks2-3 hours/week
startupessential+2
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๐Ÿ’ฐ

Daily Cash Management

10-Minute Cash Control System

beginnerFinance
10 tasks10 min/day
dailyessential+2
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๐Ÿ”„

Weekly Business Reset

Drive Profit & Growth Every Monday

beginnerOperations
17 tasks60 minutes/week
weeklyessential+1
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๐Ÿ‘ฅ

First Employee Hiring Checklist

Essential Steps for Your First Hire

intermediateStaff
25 tasks8-10 hours
essentialstartup
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๐Ÿ“

Local Marketing Essentials

Dominate Your Local Market

beginnerMarketing
22 tasks3 hours/week
essentialweekly+1
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๐ŸŽ„

Holiday Season Prep

Maximize Your Busiest Time of Year

intermediateOperations
37 tasks8-12 hours total
seasonalessential+1
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๐Ÿ†

Customer Loyalty Program

Build Repeat Business That Lasts

intermediateCustomer
18 tasks2 hours setup + 30 min/week
essentialmonthly+1
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๐Ÿ“ฆ

Inventory Control System

Optimize Stock, Maximize Cash Flow

beginnerInventory
18 tasks45 min/week
essentialoperations+1
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๐Ÿ“ฑ

Social Media Revenue Engine

Live & Selling in 5 Days

beginnerMarketing
20 tasks30 min/day setup, 10 min/day maintenance
essentialrevenue+2
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๐Ÿ“Š

Monthly Bookkeeping

Essential Financial Control

intermediateFinance
12 tasks2-3 hours/month
essentialmonthly+1
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๐Ÿ’ผ

Quarterly Tax Prep

Simple System to Avoid Penalties

beginnerFinance
15 tasks2 hours/quarter
essentialquarterly+2
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๐Ÿ’ฌ

Customer Feedback System

Turn Feedback Into Growth

beginnerCustomer
12 tasks3.5 hours total
essentialmonthly+1
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๐Ÿ’ณ

Business Loan Application

Fast-Track Your Funding Approval

intermediateFinance
20 tasks1-2 hours/day
fundinggrowth+3
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๐ŸŽ“

Employee Training Program

Fast-Track New Hires to Full Productivity

intermediateStaff
18 tasks10-12 hours over 90 days
onboardingHR+3
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๐Ÿšš

Vendor Cost Optimization

Cut Procurement Costs by 20% in 7 Days

beginnerOperations
22 tasks2 hours setup, 15 minutes quarterly
suppliersprocurement+3
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๐Ÿ“ง

Email Marketing Revenue System

Convert Emails to Sales

beginnerMarketing
15 tasks3 hours
marketingemail+3
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๐ŸŒ

Website Launch

Build a High-Converting Business Website

intermediateMarketing
18 tasks5-10 days
websiteconversion+1
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๐Ÿ“Š

Customer Survey Campaign

Get Actionable Customer Insights in 10 Days

beginnerCustomer
12 tasks5 hours
essentialquarterly+1
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๐ŸŽ

Referral Program Setup

Turn Customers into Revenue Generators

beginnerGrowth
16 tasks3 hours setup + 30 min/month
referralscustomer-advocacy+2
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๐Ÿ›ก๏ธ

Business Insurance Audit

Cut Costs Without Cutting Coverage

beginnerFinance
18 tasks1-4 hours total
essentialannual+2
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๐Ÿงน

Business Spring Cleaning

Cut Costs, Save Time, Grow Revenue

intermediateOperations
20 tasks8 hours over 1 week
business-cleaningorganization+3
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โญ

Performance Reviews That Actually Work

Quick, Effective Reviews That Build Better Teams

beginnerStaff
10 tasks30 minutes per employee
essentialquarterly+1
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๐Ÿค

Strategic Business Networking

Build 5 Revenue-Driving Partnerships in 21 Days

beginnerGrowth
12 tasks90 minutes/week
essentialquick-win+2
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๐Ÿท๏ธ

Pricing Strategy Optimizer

Double Your Margins in 30 Days

intermediateFinance
20 tasks3 hours initial + 30 min/month
pricingprofit-margins+2
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๐Ÿ›ก๏ธ

Smart Safety Audit

Reduce Risk, Cut Costs, Protect Your Team

beginnerCompliance
20 tasks2 hours
essentialquarterly+2
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๐Ÿ”

Competitor Analysis

Outsmart Your Competition

intermediateGrowth
15 tasks90 minutes/day
strategymarket-research+2
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๐Ÿšจ

Crisis Management Plan

Build Business Resilience in 4 Hours

intermediateOperations
18 tasks1 hour/session
emergencyplanning+2
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๐Ÿ“ˆ

Year-End Business Review

Maximize Next Year's Growth

intermediateGrowth
16 tasks5 hours
annualplanning+3
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๐Ÿš€

Business Expansion Blueprint

Scale Smart, Grow Strong

advancedGrowth
25 tasks30-40 hours over 3-4 weeks
growthexpansion+4
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โญ

Online Reputation Management

Build Trust, Attract Customers

beginnerMarketing
15 tasks2 hours setup, 30 min twice weekly
reviewsreputation+2
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