Hitting the Ground Running: Tools and Processes to Prioritize at Startup Launch

Hitting the Ground Running: Tools and Processes to Prioritize at Startup Launch
Startup Business Checklist

4 min read
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Hitting the Ground Running: Tools and Processes to Prioritize at Startup Launch

You have a disruptive business idea. You're eager to dive in and rapidly transform this vision into reality. But before blitz scaling, establishing strong legal, operational and process foundations in your earliest days is crucial.

Neglecting basic legal protections, implementing core software tools, and outlining fundamental workflows sets startups up for major headaches when the business takes off for real.

In this comprehensive guide, we'll overview the essentials every founder must put in place early on to pave the way for future scalability and success.

Legal: Choose Your Structure and Protect IP

Two key legal steps are choosing a proper corporate structure and locking down intellectual property protections:

Choose a Business Structure

Common options include C-Corps, S-Corps, LLCs and sole proprietorships. Weigh factors like liability protection, pass-through taxation, fundraising needs and compliance requirements.

Most startups begin with an LLC for simplicity and flexibility. But if seeking investors down the road, incorporating as a C-Corp often makes more strategic sense.

Protect Your Intellectual Property

File provisional patents to establish your claim to any unique inventions underlying your offerings. Also register trademarks and copyrights associated with your brand, website, marketing content and any other IP assets.

This protects your proprietary technology and defends against others copying your work. For physical products, file utility and design patents. For software and digital goods, copyrights will be your primary protection.

Choosing Software

Tools: Assemble Your Initial Software Stack

While your software infrastructure will balloon over time, a few foundational tools should be implemented upfront:

  • Project/Task Management - Asana, Trello, Basecamp

  • Communication - Slack, Microsoft Teams, Google Chat

  • Doc Editing and Storage - Google Drive, Dropbox, Box

  • Email Marketing - Mailchimp, Constant Contact, ConvertKit

  • Analytics - Google Analytics, Mixpanel, Heap

  • CRM - Hubspot, Salesforce, Freshsales, Pipedrive

Additional tooling will depend on your business model - ecommerce platforms for online sellers, CMS for content sites, etc. But the above form a versatile starting stack.

Equally important is avoiding tool overload. Be selective implementing only essential software so your team doesn't get overwhelmed.

Processes: Map Workflows and Communication

With tools in place, define standardized processes for how work gets done as you scale:

Map Team Workflows

Document step-by-step workflows for key functions like your sales process, product development roadmap, customer support procedures, and content production.

This ensures institutional knowledge isn't lost as you grow and smooths on-boarding of new hires. Create detailed runbooks agents can reference.

Outline Communication Standards

Define communication policies like response time expectations (aim for 24 hours or less), tone guidelines, and approval processes.

Creating structure early prevents inefficiencies down the line as communication volumes increase.

Schedule Recurring Team Meetings

Hosting regular meetings focused on different areas reinforces rhythms as you grow. Standing meetings could include daily standups, weekly sprints, monthly business reviews, quarterly planning, etc.

Consistency keeps everyone aligned as the company matures. Meetings should have clear agendas and recorded notes.

Invest Time Up Front
No doubt you're eager to jump into business development, product features, raising funding and other glamorous startup tasks. But methodically laying these foundational blocks first establishes the scaffolding for efficiently scaling your empire.

Rushing ahead without thoughtful legal protections, the right software toolkit and structured processes in place will quickly create headaches that slow you down. Walk before you run.

While not the sexiest startup work, essential foundations enable you to execute quickly and effectively on more strategic initiatives with the fundamentals firmly in place. So devote time early to these less visible but utterly vital enablers of startup success.


šŸš€ Startup Launch Checklist šŸš€


  • [ ] Choose a business structure
  • [ ] File for LLC/incorporation
  • [ ] Trademark your brand name & logo
  • [ ] File provisional patents for inventions
  • [ ] Copyright creative/digital assets


  • [ ] Project management software
  • [ ] Team communication platform
  • [ ] File sharing and cloud storage
  • [ ] Email marketing platform
  • [ ] Website analytics
  • [ ] CRM software


  • [ ] Map out team workflows
  • [ ] Define communication policies
  • [ ] Create recurring team meeting cadences
  • [ ] Document standard operating procedures

This checklist summarizes the key legal, tool, and process foundations covered in the blog post that startups should look to put in place in their early days. Founders can use this quick reference to track their progress setting up these startup essentials. The goal is capturing the core elements in a simple, scannable checklist.