Want to start an online business but don’t know where to start? No worries! I created a resource for you to help you see the biggest steps + parts to starting your own business. I created a 10-step checklist just for online entrepreneurs, coaches, and online creatives. Whether you just started or you’re already up and running, I think this checklist will help.
I really loved being a health coach, too. I got so much out of it! Hopefully my clients did, too ; ) But you know what happened after my health coaching business was up and running?
So many of you reached out. So many of you said, “Hey! You’re an attorney and a health coach. So how do I get this thing started?! I don’t want to get sued!”
I hear ya, love. Trust me, I do.
And I’ll tell you. I’m nervous about what I see online. I see coaches + entrepreneurs make claims they probably shouldn’t make and offer services they’re not supposed to offer. Plus, I notice their websites don’t have any of the protections I think they need (that’s why I created the Total Website Solution!).
I’m super passionate about helping other women start an online business. I want you to get the same freedom and fulfillment I have now that I left the law.
Some of you want to change careers, start something of your own, kickstart a new healthy lifestyle, or anything in between. I just love being your cheerleader and offering help wherever I can.
I’ve created legal templates and trainings for you to help you start & build your business, like:
- DIY (fill-in-the-blank)legal templates, like contracts and website policies, for you to run your business the right way
- The Ultimate Bundle program: gives you 10 DIY legal templates and 23+ video trainings to learn how to get paid, work with clients online, and protect your content from copycats.
Build Your Own Business, The Right Way
Get your free 10-Step B.Y.O.B. [build your own biz] Checklist to learn the legal info you need to start + run your own business.
Hi, I'm Sam! I'm an attorney-turned-entrepreneur who helps coaches & creatives legally protect and grow their online brands with my DIY legal templates.
I created this free 10-Step Checklist for you to learn the exact steps to take to legally start your own business online:
1 // Create a Business Plan & Define Your Audience
Yes, even before picking a name or anything like that, I suggest trying your hand at a business plan. It doesn’t need to be perfect, but even the act of going through drafting a business plan will help you focus your energy, services, and time. In doing so, you’ll get to know your “target audience” a little better (although this is really something that happens more with time!).
Traditional business plans don’t really fit the health coaching, blog, or wellness entrepreneur model. So, I’m creating a basic business plan just for you! It’s specifically tailored to health coaching/wellness entrepreneurs.
2 // Pick a Name & Search
Now that you’ve narrowed down who you are, what you do, and who you want to work with, we need to get your business a name, girlfriend! And no, just doing a Google search isn’t going to cut it. You should also check…
- US Trademark databases;
- Domain name searches;
- Social media handles, etc.
3 // Get an EIN (if needed), Buy The Domain, Snag the Social Handles
If you need an EIN (depending on what type of business you’re starting and what you’re doing), you should go ahead and register online for an EIN with the IRS. It’s free and so easy to do!
Snag your social media handles on (at the very least):
- Facebook (business page AND possibly a group, too)
- Twitter, if you use it (I’m not a fan, but you do you!)
- Anything else I don’t know about.
If possible, post content before you launch. Start engaging in conversation, finding your ideal client online, and teasing that you’re opening soon. At the very least, secure your handles on the social media accounts you’re going to use ASAP.
4 // Form Your Business
I can’t tell you what type of entity to register for since it’s so case-by-case and state dependent. But, I can tell you there are so many resources available to help you choose! Once you do, you need to go through the appropriate steps in both your state and county/locality to register your business.
Some people confuse this step with domain registration or insurance. This step is completely separate and is VERY, very important. You may want to speak with a local attorney to assist you in registering properly.
5 // Business Bank Account
Get a business bank account, PayPal/Stripe business account, and a credit or debit card registered to the business name (and only for business expenses!). Keep your business account (and any money you put in or make) completely separate from your personal bank accounts and funds.
6 // Business Insurance
Business insurance works like any other insurance. If you’re sued or threatened to be sued for anything covered by your policy, your business insurance covers you. Business insurance typically provides you with a defense attorney (an attorney who defends you in a lawsuit) and pays the attorneys’ fees. That’s huge! If a judgement is made against you (aka. you lose) or you settle the case, your insurance will pay it for you, minus your deductible.
Insurance is especially important if you offer services, courses or programs. Contact an insurance agent to let them know what type of business you have, what you do, and where you operate. They’ll let you know what type of insurance would work best for your business.
7 // Website
Since you’ve already secured the domain name, you’ll want to get your beautiful website up and running. You can keep it basic for now but I’d at least have:
- A picture of you, facing the camera. Bright and smiling.
- A clear “I help” statement or quick tagline about what you do and how you help.
- An about page that actually talks about your transformation or journey, as a way to connect with your ideal client.
- A contact me page.
8 // Social Media
You should already have your social media handles waiting for you. Now, start planning. I love to use CoSchedule because before I started using it, I spent WAY too much time online. This way, I can plan out all my posts ahead of time and see it right in front of me.
You also want to think about your social media strategy, any theme-days you want, and what kind of branding you want to focus on.
9 // Email Marketing + Freebie
Although social media is so helpful for spreading the word, we don’t want to put all our eggs in the social media basket. Platforms like Facebook and Instagram are always switching up the algorithm (out of nowhere) and making it really hard for us to reach people who don’t know about our businesses. The best way to combat this? Put yourself in the driver’s seat by building an email list from the beginning.
I use ConvertKit for my email service because it allows me to:
- Collect email addresses, tag people, and send targeted messages
- Create awesome forms + pop-ups
- Design landing pages (targeted sales pages)
You can get 1-month free of ConvertKit with my link!
10 // Legal Templates
Get your legal protection in a row by, at the very least, getting a:
- 1:1 Client Contract– for 1-on-1 services to send to each new client before you start working together
- Website Disclaimer – to use on your site, blog posts, and marketing materials. Important for all of you – but especially you health/wellness coaches, fitness coaches, and bloggers!
- Terms + Conditions – especially if you sell services or products, terms & conditions let everyone know what the terms of purchase or use of your site are.
Learn more + download all 4 of these legal templates in my Ultimate Bundle program.
To print out or review these steps in detail, downlaod your free 10-Step BYOB Checklist here 👇🏽
But please remember…