Inside, you'll find step-by-step instructions, checklists, and templates covering every division of your business - from legal setup and financial systems to digital workspaces, client intake, branding, and growth automation. Designed as both a manual and companion workbook, this resource helps you streamline operations, save thousands in setup costs, and build a business that's structured for long-term success.
¿¿¿¿ Key Features
- Legal & Administrative Setup: LLC formation, EIN, banking, licenses, and insurance
- Digital Workspace: Email, calendar, cloud storage, password management, scheduling, and BOS system setup
- Financial Systems: QuickBooks setup, chart of accounts, invoicing, and monthly close procedures
- Client Intake & CRM: HubSpot workflows, intake forms, e-signature templates, and onboarding automation
- Branding & Marketing: Canva brand kit, website setup, email marketing, and social content planning
- Service Delivery: SOP templates, onboarding flows, and reporting systems
- Growth & Scaling: KPI dashboards, hiring SOPs, referral programs, and retention strategies
- Automation Blueprints: Zapier/Make.com workflows to eliminate manual tasks
Dieser Download kann aus rechtlichen Gründen nur mit Rechnungsadresse in A, D ausgeliefert werden.








