What's on This Page
What's Included
- Legal & Registration phase
- Finance & Banking phase
- Inventory & Suppliers phase
- Sales Channels phase
- Operations phase
Who This Template Is For
- A new retail or eCommerce business preparing to launch
- Someone who wants to make sure a critical setup step isn't missed
- A founder who prefers a structured phase-by-phase approach over an ad hoc list
How to Use This Template
- Start with Legal & Registration. Get the foundational paperwork done first.
- Move to Finance & Banking. Set this up before committing to inventory or suppliers.
- Set up Sales Channels. Do this once the operational foundation is actually in place.
- Finish with Operations. Confirm day-to-day processes are covered before launch.
Filling this in by hand every month? CircularGuru Business Suite keeps these numbers live automatically. Start Free →
More Free Templates
See all 8 templates on the Resources page.
FAQ
Is this checklist specific to one type of business?
It's built for retail and eCommerce businesses specifically, covering the phases most relevant to physical or online product sales.
Do the five phases need to happen in order?
Roughly, yes. Legal and finance setup generally needs to happen before inventory and sales channel decisions can be finalized.
What comes after working through this checklist?
The Business Growth Academy covers what changes as the business scales past this initial setup phase.
Related Guides
- Business Growth Academy. the guide this template pairs with
- Inventory Management Guide. the mistakes this template helps you avoid
- Financial KPIs Every Business Should Track. the numbers this template feeds into