17 Steps to Starting a Business
Starting a business in the U.S. takes more than a good idea. You’ll deal with state and local rules, taxes, funding, insurance, and a lot of research—before you make your first sale. The steps below keep you on track. Use them as a guide, and adapt them for the business you want to start.
Before you dive in, make sure ownership fits your life and goals.
1. An Overview of Business Ownership
The more you know what to expect, the better your decisions will be—and the fewer surprises you’ll face.
Running a business is not the same as having a job. With a job, you can escalate problems to your boss, you work set hours, you get a steady paycheck, and your responsibilities are limited to your role.
As a business owner, everything rolls up to you. You’re in charge, and there’s no one to escalate problems to. Income can be irregular. You need to understand every part of the operation. You take issues home, you’re on call, and your business affects other parts of your life.
Ownership requires preparation, commitment, and resilience.
Here are a few questions to ask yourself before you move ahead.
Is running a business right for you?
Some people love the craft—building the product or delivering the service—but don’t enjoy running the company.
If that’s you, consider hiring a manager so you can focus on what you do best. Or, find a role that lets you do the work you love without the responsibilities of ownership.
Is your family on board?
Starting a business is a big decision. Talk it through at home. The hours are long, and you’re always the one responsible for solving problems.
Owning a business can be great for your family, but it also demands time, focus, and support. Make sure they support you.
What if your business fails?
Have a backup plan. A failed business can leave you with debt and limited options. You shouldn’t dwell on failure, but you should have a safetynet. Know your exit options and set limits so you can recover if things don’t go your way.
Are you passionate about this business?
If you had enough money to last a lifetime, would you still start it?
If yes, that’s a good sign. Passion helps you push through tough problems.
If you’re only in it for the money, each major setback will make you want to quit instead of finding solutions.
How will you get customers?
A business idea is only the start. Without paying customers, you don’t have a business—you have an idea.
Be clear on how you’ll attract, convert, and keep customers. This is a core part of success, not an afterthought.
Why should people do business with you instead of your competition?
You need to make your business stand out. You can’t just open your doors and expect people to buy from you instead of the competition.
What will make your business stand out—something that can’t be easily copied by your competitors?
Do you have the money?
You need enough funding to start and operate until the business can support itself. That could be your savings, a loan, partners, or investors. If you can’t secure the resources you need, it’s better to pause than to move forward underfunded.
Are you running toward something—or away from something?
People start businesses for different reasons. Some want to escape a job. Others are chasing a vision.
Be honest about your motivation. Running toward a clear goal usually works out better than running away from a situation you don’t like.
For more insights, see our page on Critical Points to Consider before starting your business.
2. Researching Your Business Idea
Starting with research is the smart move. The better your research, the better your decisions. Skip it, and you’ll face mistakes and surprises you didn’t expect. Take your time now. It pays off later.
Begin online. Look up what’s required for the business you’re planning. That gives you a base. For expert insight, talk to people already in the industry.
There are a few ways to do that:
- Look for owners who are selling. Set up a meeting and be upfront. Tell them you’re planning to start a business and you’re open to buying if it makes sense. Be willing to sign an NDA so they can share sensitive details. Go in with a prepared questionnaire so you don’t waste their time. Start with their story before you dig into the hard questions.
- Reach out to owners in other locations who won’t see you as a competitor. Be clear about what you’re doing and ask if they’ll share advice. Offer a consulting fee if needed. Be prepared so the call is worth it for both of you.
- Search for interviews of people that run a business that you’re about to start. Contact them to see if they’ll offer advice and answer questions. Again, offer a consulting fee if that opens the door.
When owners open up, it’s a golden opportunity. You get years of experience condensed into a few hours of prep and conversation.
Spend a couple of weeks talking to people, and you’ll start with practical knowledge from the right sources—without years of hard lessons.
Protect Yourself While You Learn
- Sellers can be biased. They may paint things better or worse to justify price. Note it and verify.
- NDAs are fine. Read them. Add a carve-out so general know-how is not restricted.
- Only say you’re open to buying if you truly are. If not, simply pay for their time and be clear you’re researching.
Add What Most People Miss
- Talk to customers: Speak with 10–20 potential buyers. Ask what they buy now, how often, price range, what’s missing, and what would make them switch.
- Scan competitors: List the top 5. Note prices, offers, hours, reviews, and how they get traffic. Visit as a customer.
- Know your numbers: Estimate average ticket, gross margin %, labor per sale, monthly break-even, and cash runway. If the math doesn’t work on paper, it won’t work in real life.
- Cross-check data: Compare what owners say with permits, reviews, foot traffic, and any public data you can find.
- Legal basics: Note licenses, zoning, permits, and any rules that affect hours, signage, or operations. These can change your plan and timeline.
Simple Guardrails
- Fight confirmation bias. Talk to people who failed or exited, not just success stories.
- Set a deadline for research (2–4 weeks). Learn enough to act. Don’t stall.
- After each call, write a one-page summary: key numbers, risks, lessons, and next steps.
Bottom line: do the research, talk to real operators, validate with customers, run the numbers, and test small first. That’s how you start smart and avoid the expensive surprises.
3. Identifying Your Target Audience
This step comes first for a reason. When you know who you serve, you can plan the right offer, setup, and message.
Get the size right
- Too broad: You try to serve everyone and end up serving no one. Your setup gets messy, and your message won’t stick.
- Too narrow: You cap your growth from day one. There just isn’t enough demand.
Aim for a clear, specific group that’s big enough to meet your goals.
Go deeper than demographics
Once you draft your target market, dig into the details:
- Preferences: What styles, features, or formats do they like?
- Lifestyle: How do they spend time? What do they value?
- Needs vs. desires: What must be solved (needs)? What would be nice to have (wants)?
The better you understand them, the easier it is to tailor your offer.
Put it to work
- Shape your products and services around what they value most.
- Adjust your setup—pricing, packages, hours, and channels—to match how they buy.
- Use their language in your marketing so they feel, “This is for me.”
When your offer lines up with real desires, selling gets easier than pushing generic products to a generic crowd.
4. Choosing Your Business Model
The business model you choose affects your setup, startup costs, and day-to-day operations. Pick it early so the rest of your plan lines up.
Why it matters
- Home-based vs. commercial space: Home-based (when allowed) costs less. A commercial location adds rent, utilities, signage, and build-out.
- Part-time vs. full-time: Part-time has lower overhead but limited hours and capacity. Full-time needs more resources and consistent demand.
- Solo vs. partnership: A partnership can add skills and capital, but decision-making and legal structure are more complex.
- Online vs. brick-and-mortar: Online reduces physical costs but needs strong logistics and marketing. Brick-and-mortar depends on location, foot traffic, and staffing.
Plan first, register later
Do your research, choose the model that fits your goals and budget, then register and legalize the business. If your research points to a better model, adjust before you file. It’s cheaper to change on paper than after you’ve set everything up.
Key factors to weigh
- Costs: rent, utilities, equipment, software, staffing.
- Capacity: hours, production limits, service volume.
- Control: who decides what, how profits are split.
- Compliance: zoning, permits, home-based rules, online regulations.
- Customer access: how your model affects reach, convenience, and delivery.
Quick next steps
- List your top two model options.
- Estimate startup and monthly costs for each.
- Map pros/cons against your goals.
- Choose the best fit and proceed to registration.
Make the model work for your budget and your market, not the other way around.
5. Looking At Pricing and Profitability
Pricing is a core part of your research. Get it wrong, and everything else struggles.
The balance to aim for
- Too high → fewer sales.
- Too low → more sales, but not enough margin to cover costs.
Perception matters
- Price too low and people may see you as a discount operation.
- Price too high and they may assume it’s only for an exclusive crowd.
Match the message to the price you choose.
Start with the market
- Check what others charge for similar offers.
- Use that range as a reference, not a rule.
- Decide if you’ll sit below (value play), within (market match), or above (premium)—and make sure your offer supports that choice.
Know your numbers
- List your costs (materials, labor, overhead, marketing, admin).
- Set a target margin that covers costs and leaves profit.
- Do a simple break-even: how many sales do you need at your price to cover monthly expenses?
Price the value, not just the cost
If your price is higher than competitors, show the value: better results, faster delivery, higher quality, stronger guarantees, or superior service. When customers see the extra value, they’ll pay for it—and those sales are more profitable, which helps stabilize your business.
Test and adjust
- Try tiered pricing (good/better/best) to serve different budgets.
- Use intro offers or bundles instead of blanket discounts.
- Review results and adjust. Small changes can make a big difference.
Bottom line
Price with purpose. Cover your costs, protect your margins, and make sure your pricing matches the value you deliver and the reputation you want.
With healthy profits and smart money management, you’ll be in a better position to ride out rough patches.
For More see:
6. Location and Demand
When you’re choosing an area to open, make sure people actually want what you offer. If there’s no demand, there’s no point in opening there.
Now look at it from the other side. If too many businesses already offer the same thing, it will be hard to win market share. In crowded markets, owners usually compete on price. Price wars kill profit. Everyone keeps cutting, and no one makes money.
The optimal location has demand but not so much competition that your profit won’t be wiped out by expenses.
Also think about access. Is this spot right for the kind of traffic you expect? If your customers drive, is there enough parking? Can people get in and out easily? Make it simple to arrive, park, and leave. If it’s a hassle, they might come once but won’t be back.
Check zoning before you commit. Make sure the area is zoned for the type of business you plan to start. You don’t want to sign a lease and then find out your operation is restricted.
This applies to home-based businesses too. Confirm that you’re allowed to operate from a residential area and that any local rules—like signage, parking, or customer visits—won’t get in your way.
For more, see the Demand for Your Products and Services and Choosing The Best Location for Your Business.
7. Looking at Cost (Startup & Operating)
To start a business successfully, you need to look at the costs involved.
Startup Costs
Searching online for the cost of starting your business won’t help much unless you have a detailed vision of how you’ll set it up. You can find a broad estimate, but that won’t help because there are many variables.
For example, will you operate from home or a commercial location? Will you buy new or used equipment? Will you do everything yourself, or will you hire staff? Are you getting a loan, or do you have the funds?
The location you choose will also affect your startup costs. A commercial spot in a rural area is less expensive than a premium downtown location.
As you can see, there are many variables. You have to outline exactly how you’ll start your business and then get quotes. That’s how you’ll get a realistic idea of what it will cost to get started.
Ongoing Operating Costs
In addition to startup costs, you must look at your monthly operating expenses. Again, this depends on your setup. Doing everything yourself—at least at the beginning—gives you time to identify the areas where you’ll need help and which positions to hire for.
You also need to calculate your regular monthly expenses. Think about loan payments, utilities, marketing, professional services, maintenance, and repairs, as well as other items that fall under the cost of doing business.
This step ties into creating a budget you can work with. As you move forward and your business grows, your budget will change. The practice of creating a budget, sticking to it, and adjusting as needed is a strong start.
For more, refer to our article on Estimating Startup Costs.
8. Business Plan
Writing a business plan is essential. It helps you stay on track and see the big picture. While not every business requires one, you should still create it because it keeps you focused.
Here are a few options to help you write your plan:
- Hire a professional to write yours.
- Download templates online to give you a starting point.
- Use software that helps you build and rate your plan.
- Use AI to help you structure your plan.
If you plan to apply for a loan, you will need a business plan. Many lenders won’t even review your application without one.
A clear plan shows the lender you’ve thought things through. It outlines how you will start, run, and manage the business—and how you will repay the loan.
Your plan contains many sections you’ll need to include. That doesn’t mean you must complete it in one session. You can start early and fill in the sections as you develop them.
For example, if you haven’t finalized a business name or location, you can skip those sections and come back later.
Other key sections include your USP (Unique Selling Proposition), which explains why customers will choose you over similar businesses, and your mission statement, which states your purpose—why you exist and whom you serve.
For More See
9. Funding and Financial Setup
Choosing a Bank
Pick a nearby bank that understands small businesses and has a solid reputation.
Build a relationship with your banker early. A good banker can offer advice in good times and help you navigate tough ones. They can also speed up applications when you need financing.
Keep these points in mind for your accounts:
- Business checking: Separate business and personal transactions. It makes tracking expenses, generating reports, and filing taxes easier—and cleaner in an audit.
- Merchant services: Set up a way to accept credit and debit cards. You’ll boost sales and make payments easier for customers.
For more, see: How to Open a Business Bank Account and What Is a Merchant Account and How to Get One.
Loan Options
You have several ways to fund your business: traditional bank loans, SBA-backed loans, private loans, investors, and selling assets you already own.
Explore loans first, then look for any targeted grants that truly fit your situation—note that federal grants for typical startups are rare and usually limited to specific programs.
Before your loan meetings, prepare:
- Your business plan
- A clear snapshot of your finances
- Collateral documentation (if applicable)
Many lenders see new businesses as higher risk. If you’re denied, ask why. Fix those gaps, then try again. Some banks won’t buy into your vision—others will.
Don’t give up. Also look into lenders that offer SBA-backed business loans.
Accounting
Plan your bookkeeping and accounting from day one. You have options:
- Hire an in-house accountant. Provide sales and expense data; they handle the rest.
- Do the bookkeeping yourself with software your accountant supports. Send monthly records for review.
- Use a bookkeeper + CPA combo. The bookkeeper handles daily entries; the CPA files taxes, checks for errors, and helps with tax planning and growth.
Whichever route you choose, keep it simple, consistent, and current. Good records make better decisions—and smoother funding conversations.
- How to Open a Business Bank Account.
- What Is a Merchant Account and How to Get One.
- Getting a Small Business Loan
10. Legalizing Your Business
In order to operate your business, make sure you’ve complied with all the legal requirements. Registering your business can be simple or complex, depending on the structure you choose.
Let’s take one example. The simplest way is to register as a sole proprietorship. Registering this way means you and the business are one entity. It’s the easiest type to start, but it’s also the riskiest in terms of liability, because it offers no protection for your personal assets.
Depending on how you register, you may want to consult a professional to help you choose and register correctly. You can speak with a lawyer, an accountant, and companies that specialize in business registration.
Keep in mind, requirements vary by location. Check with your city or county (planning, clerk, and licensing offices) to confirm what’s allowed, what’s restricted, and which permits or licenses you’ll need before you start.
During registration, determine whether you need an EIN (Employer Identification Number) from the IRS—generally required if you hire employees, file certain federal taxes, or operate as an LLC or corporation—and review any other rules that apply to your business type.
Choosing a Business Name
When you pick a business name, take your time. Your name shouldn’t change for the life of your business. So instead of choosing something you might regret, pick a name that will last.
Start by brainstorming a list of 10–20 names. Then wait a couple of days and come back to it. You’ll see it with fresh eyes. Choose your top three and try them in different ways.
Write each one on a blank business card. Type them out in a few fonts. Say them out loud—like you’re introducing your business to someone. Using the names in different contexts helps you feel which one works best.
Make sure your name won’t box you in later. Aim for specific—but not so narrow that you can’t expand. For example, if you specialize in PC repairs, Manhattan PC Repairs is clear, but it locks you into one service.
A broader name like Manhattan Computer Solutions gives you room to cover all types of computers and software. Another approach: use a broader name and highlight your specialty with a tagline—Manhattan Computer Solutions: PC Repair Specialists.
For your top three, check if a good domain is available. It’s best when your business name matches your domain. Then confirm the name is available for registration. Also check trademarks so you don’t infringe on anyone’s rights.
After you’ve done your due diligence, register the name and secure the matching domain. Grab the social media handles, too, so everything lines up with your business name.
For more, see the following articles:
Registration:
- How to Register Your Business
- How To Register a Business Name
- How To Register a DBA
- How to Register a Trademark
- How to Get a Business License
Business Structures:
- How to Choose a Business Structure
- Pros & Cons of a Sole Proprietorship
- How To Form an LLC
- How To Register a Business Partnership
- How To Form a Corporation
Services:
Business Name:
11. Business Insurance
Business insurance is essential. Get the right coverage before you open your doors. Even during renovations, make sure coverage is in place before any contractor starts work.
Policy Types
- Property: Protects your building, equipment, and inventory.
- General liability: Covers injuries or damage to others on your premises or from your operations.
- Professional liability (E&O): If you give advice or provide professional services and make a mistake.
- Cyber/Data breach: Helps with hacks, stolen data, and recovery costs.
- Business interruption: Can replace lost income when you’re forced to close due to a covered event, subject to your policy’s terms and exclusions.
- Workers’ compensation: Required when you have employees (rules and thresholds vary by state).
- Commercial auto: If you use vehicles for business.
- Umbrella/Excess liability: Adds extra protection above your primary policies.
Many small businesses bundle property and general liability into a Business Owner’s Policy (BOP) to save money.
Work with a qualified broker
Insurance can be complex. Choose a broker who understands your industry. They can explain:
- Limits (how much is covered)
- Deductibles (what you pay first)
- Exclusions (what’s not covered)
- Endorsements (add-ons you may need)
Practical tips
- Get insured early: Don’t start renovations or operations without coverage.
- Match coverage to risk: Buy what fits your business model and size.
- Ask for certificates: Require contractors to provide Certificates of Insurance naming you as additional insured where appropriate.
- Shop around for value: Compare quotes and coverage—not just price.
- Review yearly: Update policies as your business grows or changes.
Bottom line: Business insurance is non-negotiable. Protect your assets, your customers, and your future with the right coverage from day one.
For more, see: What to Know About Business Insurance
12. Suppliers and Service Providers
Strong relationships with your suppliers and service providers are crucial. The right partners make your work easier, lower your costs, and help you keep your promises to customers.
Why it matters
- Reliable suppliers keep you stocked so you can run smoothly.
- Consistent pricing helps you protect your margins and pass savings to your customers when it makes sense.
- Good service providers (IT, accounting, marketing, cleaners, maintenance) keep the back end of your business running so you can focus on sales and operations.
How to choose the right partners
- Look for reliability first. On-time delivery and consistent quality matter more than the absolute lowest price.
- Check references. Ask current clients about service, accuracy, and how issues are handled.
- Compare total cost. Include shipping, minimum order sizes, setup fees, rush charges, and returns—not just unit price.
- Review terms. Understand payment terms, late fees, warranties, lead times, and service levels before you sign.
How to build a strong relationship
- Be clear. Share forecasts, order schedules, specs, and deadlines. The more they know, the better they can support you.
- Pay on time. Nothing builds trust faster. If there’s a problem, communicate before the due date.
- Create win-wins. Negotiate fair pricing and reasonable volumes so they benefit financially too. Healthy suppliers serve you better.
- Keep a backup. Have at least one secondary option for critical items or services. It protects you from delays or shortages.
- Track performance. Monitor quality, on-time delivery, and responsiveness. Give feedback early and specifically.
Bottom line
Treat your suppliers and service providers as partners. Be respectful, keep your commitments, and make sure the relationship works for both sides. When they succeed, you run smoother—and your customers notice.
13. Corporate ID
Your corporate ID includes all the visual pieces that represent your business—your logo, business cards, letterheads, website, your business sign, and social media handles.
Your corporate ID must look professional and appealing. Think about branding as something you do once and keep consistent. Over the years, many logos get small updates, but you still recognize the brand at a glance.
Logos rarely change, and the same goes for your business name. You’ll invest thousands of dollars in marketing over time, so make sure you’re investing in a look that fits your business and lasts.
You can hire a professional to help you create a design that works.
During the startup phase, you can begin with a logo and business cards. That way, you don’t have to commit to a full package right away. As your business grows, you can expand with letterheads and promotional materials like pens and keychains.
If you’re building a website, make sure it matches your branding—use the same color scheme and include your logo. Consistency builds trust.
You can see our pages for an overview of your logo, business cards, website, and business sign, or see A Complete Introduction to Corporate Identity Packages.
14. Equipment
The equipment you purchase will affect your startup costs and your productivity. Do your research before you buy. Suppose you need to produce 100 items per hour. You pick the cheapest machine—maybe even a used one.
It turns out it falls short of hitting your production targets and within two weeks it breaks down, and you lose production and money.
Now you’re stuck with a machine that fails often and can’t meet demand. Your cash is tied up, the business suffers, and you still haven’t recovered your initial investment. You may even need a loan to replace it.
The point: take your time, research, and make the right purchase the first time. Money “saved” on inadequate equipment isn’t savings—it’s an added expense.
15. Physical Setup
Not all businesses are the same. Use what applies. Skip what doesn’t.
The goal is simple: make it easy to operate and easy for customers (or readers/clients) to engage with you. Below is a general setup you can tailor to your type of business.
Universal Setup (applies to most businesses)
- Workspace: Clean, clutter-free, and organized. Create a simple filing system (paper and digital).
- Tools & Software: Choose what you’ll use to run the business (email, calendar, cloud storage, password manager). Install, log in, and test.
- Equipment: Set up and test your equipment thoroughly so it’s ready when you need it.
- Money Systems: Set up your accounting software, chart of accounts, and invoicing. Test taking a payment and issuing a refund.
- Data & Backups: Turn on automatic backups for key files. Store passwords securely.
- Policies & Docs: Draft simple SOPs for daily tasks. Add privacy, terms, and refund policies where relevant.
- Safety & Compliance: Follow any legal or industry requirements that apply to your setup (licenses, permits, posted notices).
If You’re Online-Only (e.g., a new blog, content site, or newsletter)
- Domain & Hosting: Register your domain. Set up hosting with SSL enabled (https).
- Platform: Install and harden your CMS (e.g., WordPress). Keep core, themes, and plugins updated.
- Design: Pick a clean theme. Make sure it’s mobile-friendly and fast.
- Content Workflow: Set an editorial calendar. Create drafts, review steps, and publishing checklists.
- Analytics: Install Google Analytics/GA4 (or your choice) and Search Console. Verify tracking works.
- Email Capture: Add a simple opt-in form and a welcome sequence.
- Performance & Security: Enable caching and a CDN. Use a security plugin, strong passwords, and 2FA.
- Legal Pages: Publish privacy policy, terms, and disclosures (e.g., affiliate).
- Monetization (if planned): Set up ads, affiliates, or products and test the checkout/links.
If You’re Brick-and-Mortar (retail, clinic, studio, etc.)
- Customer Area: Arrange displays or seating. Keep paths clear and inviting.
- Signage: Make it readable, well-lit, and accurate (hours, phone, website).
- Safety: Fire extinguishers, first-aid kit, clear exits, and required postings. Test emergency lighting.
- POS & Payments: Install terminals, connect to Wi-Fi, and run test transactions.
- Inventory: Load SKUs, prices, and tax settings. Do a full “hello to receipt” test.
If You’re Service/Mobile (contractor, consultant, cleaning, etc.)
- Tools & Vehicle: Stock, label, and secure your gear. Keep spares for essentials.
- Scheduling: Use a booking tool with reminders. Sync to your calendar.
- On-Site Process: Checklist for arrival, service, photos/notes, and cleanup.
- Quotes & Invoices: Create templates. Test estimates, invoices, and payment links on mobile.
Back Office Readiness (for any model)
- Communication: Professional email, voicemail, and autoresponders.
- Templates: Proposals, intake forms, service agreements, FAQs, and canned replies.
- Daily Start/Close Checklist: Open, operate, and close the “right way” every day.
Quick Pre-Launch Check
- Can you deliver your product/service/content end-to-end without surprises?
- Do payments, forms, and emails work?
- Is your site/store easy to navigate on a phone?
- Do you have a backup plan for anything that can fail?
Bottom line: There’s no one setup that fits every business. Pick the steps that match how you operate, get them working now, and don’t wait until launch day to test.
Also See:
16. Hiring Employees
Running solo at the start can make sense. Payroll is one of your biggest expenses, so if you can manage the workload yourself, do it—at least until the work outgrows your capacity.
Signs it’s time to hire
- You’re missing deadlines or turning down work.
- Quality slips because you’re spread too thin.
- Revenue could grow if you had more hands.
- You’re stuck in low-value tasks instead of running the business.
Who to hire first
- Revenue-facing roles: sales, service delivery, or production that directly increases capacity.
- Time-savers: admin, bookkeeping, scheduling—free you to focus on growth.
Employee vs. contractor (quick check)
- Employee: you control hours, methods, and tools; ongoing work; paid via payroll.
- Contractor: project-based, sets their own methods, invoices you.
- When in doubt, review the U.S. Department of Labor’s current guidance and any applicable state rules to avoid misclassification.
Hire for skill and attitude
- Define the job clearly: responsibilities, outcomes, and “what success looks like.”
- Look for proven skills and strong work ethic (reliable, honest, coachable).
- Use a simple process: short screen → skills test or sample task → reference checks.
- Start with a trial or probation period when possible.
Onboarding that works
- Provide a written role guide, checklists, and SOPs.
- Set clear expectations for quality, timelines, communication, and safety.
- Pair training with quick feedback in week 1, 2, and 4.
Manage performance early
- Track a few metrics (quality, on-time work, customer feedback).
- Give specific feedback—what to keep doing, what to change, by when.
- If it isn’t a fit, decide quickly and professionally.
Payroll basics
- Set pay rates that match the role and market.
- Handle payroll setup, taxes, and required filings before the first paycheck.
- Document hours, breaks, and overtime rules; pay on time, every time.
Bottom line
Hire when the work demands it, not before. Bring on qualified people with strong ethics, give them a clear job and support, and make sure each hire moves the business forward.
For more, see How and When to Hire a New Employee.
17. Getting Customers Through the Door
You’re set up and ready. Now comes the crucial part—getting customers through the door (or to your site, phone, or inbox).
There are many ways to do this: advertising, a grand opening, word of mouth, partnerships, and more.
Use the ideas below to spark your plan.
Marketing Considerations
A business without customers isn’t a business. Your job is to attract the right customers—people who want what you offer and will come back.
- Expect a slow start. You’re new. People don’t know you yet. It gets easier as your reputation grows.
- Marketing is ongoing. Keep promoting, testing, and improving.
- You don’t always need an agency. Start simple. Add experts when you find the right fit.
- Think “awareness.” Any time you can put your business in front of the right people, that’s marketing.
Tip: Keep a running list of simple actions—post an update, email your list, ask for a review, hand out a flyer, introduce yourself to a local group. Small moves add up.
Let the Market Guide You
Stay alert to what customers actually want—not just what you planned.
- If you spot repeated requests, questions, or patterns, pay attention.
- You don’t have to change your offer every time, but don’t ignore clear signals.
- When the same need keeps showing up, step back, assess demand, and test a small version before going all-in.
Initial Ads
Use ads to create awareness for your launch and grand opening. Keep it tight and targeted.
Core principles
- Target precisely. Show ads only to your ideal customers. Broad, unfocused ads burn cash.
- Match the message. Speak to one person with one clear offer.
- Set a small test budget. Track results. Scale only what works.
Checklist before you spend
- Goal defined (leads, bookings, visits, sales).
- Clear offer (discount, free sample, demo, event invite).
- Landing page or destination ready (hours, map, CTA, mobile-friendly).
- Tracking in place (UTMs, pixels, coupon codes).
- Follow-up ready (email/text reply, booking link, call script).
Ad copy formula (keep it simple)
- Hook: call out the problem or desire.
- Benefit: how you help.
- Proof: review, rating, or guarantee.
- Action: what to do next.
Golden rule: Under promise, overdeliver.
Joint Venture Ideas
A joint venture (JV) is a simple partnership where both businesses win. You send customers to each other; bundle offers or collaborate on promotions.
Why JVs work
- You gain instant trust by being introduced through a business your customers already like.
- You reach new audiences without big ad spend.
Ways to partner
- Referral exchange: each business sends qualified leads to the other.
- Bundle offers: combine services/products for a special price.
- Event or workshop: co-host a demo, class, or webinar.
- Content swap: guest blog, newsletter feature, or social post.
- In-store/onsite promo: flyers, table tents, counter cards, or QR codes.
Examples to spark ideas
- Gym ↔ Nutritionist or meal prep service
- Realtor ↔ Moving company or cleaners
- Auto shop ↔ Car wash or tire shop
- Photographer ↔ Event planner or florist
- Bookkeeper ↔ Small-business lawyer or payroll service
- Blogger ↔ Email newsletter sponsor or niche product brand
Make it win–win
- Agree on the offer, process, and timeline.
- Decide how referrals are tracked and rewarded.
- Start small. Review results. If it works, expand.
Next steps
- List 5–10 complementary businesses you could approach.
- Draft a short outreach message with a simple win–win idea.
- Pilot one JV for 30 days. Measure and decide.
Bottom line: Getting customers is about consistent visibility, clear offers, and smart partnerships. Start small, track everything, and double down on what works.
Also see
- How to Create a Joint Venture
- Having a Grand Opening
- How to Get Customers Through the Door
- See Our Marketing Section for More Ideas
Conclusion
Every business is different, but the fundamentals stay the same: understand the market, choose a workable model, price for margin, and know your numbers. Legal steps and insurance reduce risk.
Reliable partners, clear processes, and simple metrics keep daily work steady. Local rules change, so checks with city and state offices matter. Over time, small adjustments compound. That’s how a young operation becomes a stable one.