Free checklist! Get to work without the guesswork Know your next business moves with the Business-in-a-Box Checklist.
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BUSINESS-IN-A-BOX STEPS
Six easy steps to get you where you need to be.
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Biz + Brand
Create your business foundation for long-term success and growth.
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Avatar + Messaging
Create an offer so juicy you become the only option (not the best one).
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Systems + Automation
Work ON your business, not IN your business.
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Build + Launch
Put your business out in the world that sells while you sleep.
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Relationships + Nurture
Serve and be generous. Start marketing with love.
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Traffic + Optimization
Focus on the people who need you.
BUSINESS-IN-A-BOX CHECKLIST
Get extra tidbits to nail it and scale it đ¤
BIZ + BRAND - Mindset
CREATE A STRATEGY AND TRIBE TO KEEP YOUR MINDSET AT THE HIGHEST VIBRATION
SET YOUR âNON-NEGOTIABLESâ TO ACHIEVE YOUR BIG GOALS
GET YOUR BRAIN + HEART READY FOR YOUR BIG VISION
TAKE CARE OF YOURSELF - YOUâRE YOUR BUSINESSâS BIGGEST ASSET
FIND A MENTOR, COACH, OR CONSULTANT
BIZ + BRAND - Startup Foundation
SOLIDIFY YOUR BUSINESS IDEA
NAME YOUR BIZ + CREATE A TAGLINE
SET UP + REGISTER YOUR BUSINESS STRUCTURE
CREATE YOUR CONTRACTS + TRADEMARKS
OPEN BUSINESS BANK ACCOUNT + LINK WITH PAYPAL OR STRIPE
BIZ + BRAND - Planning
DO A MARKET ANALYSIS
FIND WHAT YOUR TARGET MARKET PROBLEMS + PAINS ARE
PENCIL OUT YOUR SWOT ANALYSIS
CREATE YOUR GOAL-STACKING SYSTEM
CHOOSE THE RIGHT BUSINESS PLAN, PENCIL IT OUT, AND ADJUST AS YOU GO
CREATE A FINANCIAL PLAN THAT GROWS WITH YOU AND YOUR DREAMS
SCHEDULE AUDITS THAT PROVE + IMPROVE YOUR RESULTS
BIZ + BRAND Organization + Productivity
BLOCK OUT TIME TO GET ORGANIZED
CREATE CLIENT COMMUNICATION + ONBOARDING SYSTEMS
BLOCK OUT TIME TO DECIDE YOUR PRODUCTIVITY METHODS
HIRE HELP OR GET TEAM ONBOARD
SET UP EASY STANDARD OPERATING PROCEDURES FOR GROWTH
BIZ + BRAND - Branding
DO A BRAND AUDIT
CLARIFY YOUR BRAND FOR OPTIMUM FUN + GROWTH
DEFINE YOUR EDGE TO BRING VALUE TO YOUR CUSTOMERS
GET INSPIRED BY AND MAKE FRIENDS WITH YOUR COMPETITION
LOOK THE PART WITH THE RIGHT BRAND IMAGE
SET UP A SYSTEM SO YOUR BRAND ALWAYS EVOLVES WITH YOUR HUMANS
AVATAR + MESSAGING
DECIDE ON YOUR IRRESISTIBLE OFFER
CREATE YOUR BEST PRICING MODEL
LEARN COPYWRITING BASICS
MAKE SURE AND VALIDATE IT
SYSTEMS + AUTOMATION
HAVE ALL THE PROPER BUSINESS SYSTEMS + AUTOMATIONS SET UP
CREATE YOUR SIMPLE BUYER'S JOURNEY
SET UP YOUR LONG-TERM NURTURE SYSTEM
SET UP YOUR SELLING SYSTEM WITH LOVE
MAKE YOUR ONBOARDING PROCESS SEAMLESS
SET UP A CUSTOMER SURPRISE, DELIGHT & WOW SYSTEM
CREATE A REVENUE EXPANSION SYSTEM
CREATE 1-2 PASSIVE REVENUE STREAMS
SET-UP A MONTHLY METRICS + RESULTS OPTIMIZATION SYSTEM
BUILD + LAUNCH
OWN YOUR FUTURE MEANS OWNING YOUR OWN PLATFORMS IE: WEBSITE/LANDING PAGE
CREATE A LEAD MAGNET FOR AUDIENCE ACQUISITION
CREATE AN EASY EMAIL AND/OR TEXT OPT-IN PAGE
CREATE A PROVEN SALES PAGE
CREATE A SHORT WELCOME EMAIL + SEQUENCES
ADD A TEXT LIST STRATEGY RIGHT AWAY
CHECK YOUR WEBSITE'S HEALTH
BECOME AN AUTHORITY
GET TRUST-BUILDING PHOTOS
MAKE YOUR BRAND VOICE + MESSAGE SHINE ON YOUR TOP PLATFORMS
CREATE A SIMPLE KEYWORD STRATEGY FOR ORGANIC GROWTH
START BLOGGING
ADD A MEDIA PAGE + LINK YOUR SOCIAL ACCOUNTS
ADD A RESOURCE PAGE (AND UPDATE QUARTERLY)
SET UP GOOGLE ANALYTICS + THE RIGHT PLUGINS
AUDIT & IMPROVE QUARTERLY
CREATE A RESULTS DRIVEN SHORT-TERM NURTURE
BUILD AN AUDIENCE/COMMUNITY WITH OUTREACH + SERVE FIRST
CREATE A QUARTERLY REFERRAL CAMPAIGN
DETERMINE WHAT SORT OF COLLABORATION WILL WORK BEST FOR YOU
BUILD YOUR COMMUNITY
GET VULNERABLE + PERSONAL
BECOME CONSISTENT ON ONE MEDIA PLATFORM
DECIDE YOUR MEDIA PLATFORM YOU CAN STICK TO
SET UP A STRATEGY TO BE CONSISTENT + MAKE IT EASY TO SHOOT DAILY/WEEKLY
FIND YOUR VOICE + STORY
CREATE A PLAN OF WHAT YOU'RE GOING TO SHARE/EDUCATE
START DOCUMENTING YOUR JOURNEY
GET ON STAGES
CREATE A STAGE
JOIN OR CREATE A MOVEMENT/CHARITY/CAUSE THAT ALIGNS WITH YOUR MAIN MESSAGE
TRAFFIC + OPTIMIZATION
CREATE A SOCIAL STRATEGY
CREATE A SOCIAL PLAN THAT WORKS FOR YOU
CHOOSE A PROPER FUNNEL THAT MAKES SENSE FOR YOU
CHOOSE A PROMOTION EACH QUARTER
CREATE A LAUNCH STRATEGY
CREATE A OPTIMIZATION CYCLE
Steal our Top-Trend Marketing Resources
P.S. Itâs free, ha! đ
Download: Avatar Creator
Download: Audience Finder
Download: Offer Builder
Download: Targeted Campaigns
Phew! What an Epic List, Right?!
Start with this high-level framework and youâll move the needle, now!
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