New Business Setup
This is a general guide and list of considerations for any new business. If they can be done together at the earliest stages of the business, it will be easier to establish systems that integrate natively. It is also a good idea for the business to establish workflows and processes early on before collaborators begin setting up siloed systems, which will make setting up future automations and reporting more complicated and expensive.
What stage is your business at?
New Website
- Register a domain and web hosting
- Setup content management system
- Content development
- Contact forms, lead capture, conversion measurement, and audience building systems
- Call booking or reservation systems
Office Tools
- Setup email boxes for the business
- Setup collaboration and office tools
- Microsoft
- Office 365
- Power Automate
- Google
- Workspace
- Slack
- Microsoft
- Setup customer relationship management
- Dynamics 365
- Salesforce
Other Systems
- Book keeping
- Intuit QuickBooks
- Invoicing
- Ecommerce
- Call booking, reservation scheduling, order taking, product purchasing
- Payment processing