Contents

Chapter 1

What's Inside

This chapter covers the core features and capabilities of Service Business Launch Checklist.

What's Inside

Databases (CSV → Notion / Google Sheets Import)

FilePurposeSample Rows
databases/launch-checklist.csvMaster checklist of every task needed to launch a freelance business — 101 tasks across 8 phases with priority levels, time estimates, and actionable notes101 tasks

Pages (Markdown → Notion Pages)

FilePurpose
pages/launch-hub.mdCentral dashboard with embedded database views (Today's Focus, Phase Board, Quick Wins, Completed), progress tracking, phase summaries, and weekly review prompts
pages/30-60-90-day-plan.mdWeek-by-week launch roadmap with daily task breakdowns, milestones, common mistakes to avoid, and timeline adjustments for different situations
pages/first-client-playbook.mdComplete guide to landing your first client — warm outreach strategy, message templates, discovery call script, proposal structure, and closing techniques

Documentation

FilePurpose
docs/how-to-use.mdSetup guide for Notion, Google Sheets, and plain markdown — import instructions, recommended workflow, customization tips, and FAQ
docs/phase-guides.mdIn-depth guidance for all 8 launch phases — decision frameworks, financial systems, website requirements, pricing formulas, tool recommendations, and marketing strategy

Templates

FilePurpose
templates/business-plan-onepager.mdFill-in-the-blank one-page business plan covering positioning, target market, pricing, revenue goals, expenses, competitive advantages, marketing plan, and risk assessment

Features

  • 101-Task Master Checklist — Every step from business registration to closing your first client, organized into 8 logical phases so nothing falls through the cracks
  • 8 Launch Phases — Legal & Registration, Finances & Banking, Brand & Website, Portfolio & Social Proof, Pricing & Packaging, Tools & Systems, Marketing & Lead Generation, First Client Acquisition
  • 30-60-90 Day Plan — A week-by-week roadmap with daily focus areas, milestones, and adjustable timelines for full-time, part-time, or side-hustle launches
  • First Client Playbook — Practical sales system with outreach templates, discovery call questions, proposal structure, and follow-up sequences designed for people who hate selling
  • One-Page Business Plan — Structured template that forces clarity on positioning, pricing, revenue goals, and competitive advantage in under an hour
  • Phase Decision Frameworks — Business structure comparison tables, pricing calculators, tool stack recommendations, and marketing channel prioritization for every major decision
  • Notion-Ready Design — Dashboard with 4 embedded database views (priority board, phase kanban, quick wins, completion log) ready to set up in minutes

The 8 Launch Phases

#PhaseTasksWhat You'll Accomplish
1Legal & Registration13Business registered, contracts drafted, EIN obtained
2Finances & Banking12Bank accounts open, invoicing ready, tax system in place
3Brand & Website13Website live with 4 core pages, professional email active
4Portfolio & Social Proof102+ case studies published, LinkedIn optimized
5Pricing & Packaging11Service packages defined, proposals and SOW templates ready
6Tools & Systems13Project management, CRM, file storage, and email templates set up
7Marketing & Lead Gen15Lead magnet created, content calendar planned, launch announced
8First Client14Outreach sent, discovery calls booked, first client signed

Chapter 2

Quick Start

Follow this guide to get Service Business Launch Checklist up and running in your environment.

Quick Start

1. Import the checklist — Upload databases/launch-checklist.csv into Notion (as a table database) or Google Sheets. See docs/how-to-use.md for step-by-step instructions.

2. Set up your dashboard — Copy the content from pages/launch-hub.md into a Notion page and create the 4 embedded database views described in the file.

3. Choose your timeline — Open pages/30-60-90-day-plan.md and pick the timeline that fits your situation (full-time, part-time, or side-hustle).

4. Fill in your business plan — Complete templates/business-plan-onepager.md to clarify your positioning, pricing, and goals before you start outreach.

5. Start Phase 1 — Filter your checklist to Phase 1 + High Priority. Complete 2–3 tasks per day.


Who This Is For

  • Professionals going freelance — You're skilled at your craft but don't know the business side of freelancing. This checklist covers every operational step so you can focus on what you do best.
  • Side-hustlers ready to formalize — You've been taking freelance gigs casually and want to run it as a real business with proper legal, financial, and marketing foundations.
  • Career changers — You're pivoting to a new field and want to build a freelance practice from scratch. The First Client Playbook shows you how to land clients even without an established network.
  • Freelancers who feel disorganized — You're already freelancing but skipped the setup steps. Use this checklist to fill in the gaps and professionalize your operation.

Customization

  • Industry-specific tasks — The checklist covers universal freelance tasks. Add your own niche-specific tasks (see docs/how-to-use.md for suggestions by industry).
  • Timeline adjustment — The 30-60-90 plan is flexible. Compress it to 45 days if you're going full-time, or stretch to 6 months for a side-hustle pace.
  • Skip what doesn't apply — Mark irrelevant tasks as "Skip" rather than deleting them. Your situation may change, and the checklist serves as a safety net.

Chapter 3
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