Business startup checklist: Launching a startup | Zapier
Jul 12, 2024 · Launching a new business requires much more than coming up with a catchy name. You have to tackle dozens of details, including everything from writing a business plan to printing business cards. Here, we'll walk you through all the things you need to launch a startup.
The 6-step client onboarding checklist (with template) - Zapier
Oct 18, 2023 · You can use Zapier's pre-built new client intake form template to give your clients a seamless experience from the moment of purchase. It includes a simple client hub to simplify onboarding for you and your customers.
Check local business licensing requirements Obtain industry-specific permits (e.g. building permits, OSHA certifications, etc.) Obtain a Sales Tax Permit, if necessary ˇ ˛ ˇ˘˛ ˝ Choose a structure (sole proprietorship, LLC, S-Corp, or C-Corp) Choose a business name Claim a domain name Claim relevant social media handles Register your business
Employee onboarding checklist template - Zapier
Jul 14, 2022 · This new hire onboarding checklist will keep you and your new employees on track. When you onboard your employees to your tech, missing even one task can mean massive inefficiencies, or even security issues, down the road. Enter: a reliable onboarding checklist.
10 free small business budget templates - Zapier
Oct 11, 2024 · Take control of your finances with these free downloadable small business budget templates and tips on creating and reviewing your budget.
Employee offboarding checklist - Zapier
Jul 14, 2022 · Based on their advice, I developed an employee offboarding checklist template that you can adapt for your needs. Offboarding checklist. Open the offboarding checklist template here, and make a copy. If you need it in a different format, you can save it as a PDF or Word document, or you can copy the tasks into any other app you use.
How to Use Simple Checklists to Boost Efficiency and Reduce
Jul 30, 2015 · Rather than relying on pen and paper to create your checklist, there are dozens of apps and templates available for a quick start. Use an app to make your checklist, then you can duplicate it each time for a quick run-through.
Disaster recovery and incident response. Business emergency plan is documented, updated regularly, and disseminated with all employees, third-party vendors, and partners. Employees undergo emergency response training annually. Emergency chain of command is clear and emergency roles are well-defined.
18 project proposal templates to capture your vision | Zapier
Jan 8, 2024 · Explore 18 free templates for project proposals that accurately capture your vision. Tailor the proposal to outline your project's roadmap, approach, and outcomes.
How to conduct a business cost savings audit (with checklist)
Aug 22, 2022 · The best way to find areas to save money is by conducting a business cost savings audit. This guide explains how to assess your company and make the right budget choices —and I've put together a cost savings checklist to help.