Phase 2 of 7

Formation

Establish your legal and business foundation

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Overview

Set up the legal and operational infrastructure for your business. This phase covers everything from incorporating your company to establishing your digital presence and financial foundation.

Steps in This Phase

Business Name

Choose and validate your official business name

LLC Formation

Register your business entity with the state

EIN Registration

Obtain your Employer Identification Number from the IRS

Business Bank Account

Open a dedicated business checking account

Domain Name

Secure your primary web domain

Business Email

Set up professional email with your domain

Business Phone

Establish a dedicated business phone line

Business Address

Set up your official business mailing address

DUNS Number

Register for your Dun & Bradstreet business identifier

Business Listings

Create profiles on Google Business and directories

Landing Page

Launch a simple page to capture early interest

Get the Formation Templates

Download worksheets and templates to complete this phase.

Ready to Start Your Journey?

Take our free 5-minute assessment to discover exactly where you are and what to focus on next.

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