A simple, accountable roadmap to go from formed to fully operational in 30 days.
This plan breaks your first month into focused blocks. Each step compounds credibility with banks, vendors, and clients—so you’re lender-ready and client-ready, fast.
Days 1–3 — Identity & Banking
- Secure your EIN (IRS) and state documents in a “LLC / Formation” folder.
- Open a dedicated business checking (no commingling) and a secured business card if needed.
- Create a clean digital filing system (Finance, Legal, Operations, Marketing).
Days 4–7 — Compliance & Infrastructure
- Apply for local licenses/permits; confirm registered agent and annual report dates.
- Draft a one-page Operating Agreement (members, roles, distributions, voting).
- Buy your domain and set up a professional email (you@company.com).
Days 8–12 — Website & Offers
- Launch a simple site: Home (outcome), Services (scope), About (credibility), Contact (easy).
- Write a one-liner: Who you help + problem + outcome. Place it in the hero.
- Publish 1–2 proof points (mini case, testimonial, or founder story).
Days 13–17 — Money Systems
- Choose a bookkeeping tool; turn on bank feeds; set a weekly reconciliation block.
- Create invoice + receipt templates; define payment terms (e.g., Net 7 / due on receipt).
- Set up a separate taxes sub-account (sweep a % of revenue weekly).
Days 18–21 — Operations That Scale
- Document 3 core SOPs: Lead → Close, Service Delivery, Invoicing & Collections.
- Define KPIs (3–5): pipeline, conversion, revenue, receivables, on-time delivery.
- Establish cadences: weekly review, monthly retro, quarterly planning.
Days 22–25 — Credit & Vendor Pathways
- Open 2–3 starter vendor Net-30s that report to business bureaus.
- Pay early; keep utilization < 20%; track what reports where.
- Request soft-pull limit increases after 60–90 days of on-time history.
Days 26–28 — Sales Enablement
- Assemble a one-page Services Menu and a three-tier package (Good/Better/Best).
- Craft proposal + contract templates; integrate e-sign and payment links.
- Collect 2–3 warm intros or testimonials to seed social proof.
Days 29–30 — Review & Launch Rhythm
- Run a mini audit: legal, finance, operations, marketing—what’s missing or messy?
- Plan your next 90 days: one growth target, one system upgrade, one proof asset.
- Announce publicly: website live, services open, clear CTA.
Pro tip: Schedule a recurring 60-minute “CEO Block” each week (Finance → Pipeline → Ops). Consistency outruns intensity.
Included Checklists: Formation folder structure • Website launch essentials • SOP starter pack • Vendor reporting tracker • Weekly finance ritual
Need an accountability partner? We’ll set up your systems, templates, and vendor pathway so you finish your first month focused and capital-ready.