Solo setup
Local Setup Checklist: Banking, Licenses, Insurance (Week 1)
A practical, non-glamorous checklist for solo SMB owners to set up the basics: separate finances, required registrations, insurance, and simple record keeping.
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🏪 SMBs
Everything for solo SMBs
Modernize operations without the complexity.
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Digitizing outdated processes
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Improving local visibility
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Staying competitive with larger firms
The Real Challenges
- !Digitizing outdated processes
- !Improving local visibility
- !Staying competitive with larger firms
What you'll find here
- ✓Simple automation tools
- ✓Local SEO checklists
- ✓No-nonsense business systems
Curated Content
Focused guides for SMBs
Start here for the fundamentals, then build momentum with practical systems you can apply this week.
Start Here: Solo Setup
Recommended setup sequence: basics → readiness → operations.
Recommended reading
Solo setup
Should You Go Solo? A Readiness Checklist
Thinking about going solo? Use this practical checklist to assess financial readiness, market signal, and the realities of operating without a team.
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Solo setup
Simple Local SEO for Week One: The Basics That Actually Matter
A week-one local SEO checklist for solo SMBs: set up your business profile, get your NAP consistent, and start collecting real reviews.
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Operations (Contracts, Invoicing, Client Onboarding)•12 min read
Client Onboarding as a Solo: The Minimum Viable Process
A step-by-step client onboarding system from contract signature to first deliverable. The minimum viable process that prevents chaos without adding bureaucracy.
Operations (Contracts, Invoicing, Client Onboarding)•13 min read
Intake Forms That Work: Templates and Best Practices for Solos
Stop winging client kickoffs. Use this intake form template to gather the information you actually need without overwhelming clients.
Operations (Contracts, Invoicing, Client Onboarding)•15 min read
Invoicing Workflow for Solos: When, How, and What to Do When Clients Don't Pay
A practical invoicing system: when to invoice, what tools to use, payment terms that work, and how to follow up on late payments without being awkward.
Legal & Entity Setup•9 min read
How to Choose a Business Entity as a Solo (and Set Up the Basics)
A practical entity comparison for solos: sole prop vs LLC vs S-corp election, plus a decision framework and step-by-step setup checklist.
Legal & Entity Setup•5 min read
Common Legal Mistakes Solos Make (and How to Avoid Them)
The most common legal mistakes solo operators make: scope ambiguity, bad IP terms, messy finances, and missing policies, plus simple fixes.
How to use these resources
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Explore Other Paths
Resources for other kinds of solo work