Before you chase funding, strengthen what you are building.
A good idea deserves a foundation that can support it. Use this free self-check to see what is in place and what needs attention. Print this page or copy the checklist into your planner.
B — Believe: clarify the direction
- ☐ Describe the problem you solve in one sentence.
- ☐ Name the specific customer or community you serve.
- ☐ Explain the result your offer helps people work toward.
- ☐ Write your purpose and your next 90-day goal.
O — Organize: build the foundation
- ☐ Choose a business structure and verify applicable registration requirements.
- ☐ Keep business income, expenses, and records organized separately.
- ☐ List required licenses, permits, insurance, and renewal dates to verify.
- ☐ Create a startup budget and a monthly operating budget.
- ☐ Gather formation records and identification documents in a secure location.
L — Launch: make the offer clear
- ☐ Define one offer, its scope, price, and delivery process.
- ☐ Choose a way for customers to contact, book, and pay you.
- ☐ Write the offer in language your customer understands.
- ☐ Plan your first outreach and a simple follow-up process.
D — Develop: prepare to grow
- ☐ Track inquiries, sales, expenses, and customer feedback.
- ☐ Document the steps you repeat for customers.
- ☐ Identify the amount of funding you need and exactly what it would support.
- ☐ Check each funder's eligibility and document requirements before applying.
Turn your unchecked boxes into a plan
Circle the three gaps that affect your next step most. Write one action, one deadline, and one person or resource that can help for each gap.
Get help choosing your next move →
This checklist is educational. Requirements depend on your business, location, and funding source; completing it does not establish eligibility or guarantee approval.
Keep building with practical business guidance
Sign up for BBE emails about business foundations, resources, and offers. The checklist above is free whether or not you subscribe.