Start A Business
This workflow references financial information for educational purposes only. It is not financial advice. Consult a qualified financial advisor before making major financial decisions.
Estimated time: 4-8 weeks
This workflow guides a new entrepreneur through the essential steps of launching a business, from defining the concept and validating the market through pricing, branding, social media presence, and financial management. It is designed for solo founders and small teams starting either a service-based or product-based business.
This workflow focuses on business fundamentals. If you are building a software product specifically, complete this workflow for business foundations, then follow the "Launch a SaaS Product" workflow for technical execution.
By the end of this workflow you will have: a comprehensive business plan, market validation, a pricing strategy, a brand identity, a social media presence, and a financial management system.
When to Use
- User wants to start a business
- User needs a structured, step-by-step process for start a business
- User wants to start a business
- User wants to launch a company
- new business checklist
- Do NOT use when: the request is outside the scope of start a business or requires professional advice beyond educational guidance
- Do NOT use for single-step tasks that one atomic skill can handle independently
Prerequisites
Before starting this workflow, ensure:
- A business idea (product or service)
- Willingness to invest 10-20 hours per week in launch preparation
- Access to basic financial information (personal expenses, startup costs)
- No prior business experience required (the workflow teaches as it guides)
Steps
Step 1: Create Your Business Plan (uses: business-planner)
create a comprehensive business plan.
- Input: business idea (even if rough), Their current situation (full-time job, savings, family commitments), Their motivation and long-term vision
- Output: Complete business plan with Business Model Canvas, Clear statement of what you offer and why it matters, Revenue and cost projections for 12 months
- Key focus: Building a Business Model Canvas to visualize the entire business model
Step 2: Research Your Market (uses: market-researcher)
validate the business concept with real data.
- Input:
business-planfrom Step 1 (customer segments and competitors to research),value-propositionfrom Step 1 (hypothesis to validate) - Output: TAM/SAM/SOM with market sizing methodology, Detailed personas using Jobs-to-be-Done framework, Competitor analysis with positioning map
- Key focus: TAM/SAM/SOM analysis (total, serviceable, and obtainable market)
Step 3: Set Your Pricing (uses: pricing-strategist)
develop a pricing strategy that balances value capture with market competitiveness.
- Input:
business-planfrom Step 1 (cost structure and revenue targets),competitive-landscapefrom Step 2 (competitor pricing benchmarks),validation-resultsfrom Step 2 (willingness to pay data) - Output: Pricing model, price points, and tier structure, CAC, LTV, and margin analysis, Pricing presentation and communication plan
- Key focus: Choosing a pricing model (cost-plus, value-based, competitive, tiered, freemium)
Step 4: Build Your Brand (uses: brand-strategist)
create a cohesive brand identity.
- Input:
business-planfrom Step 1 (business vision and values),customer-personasfrom Step 2 (who the brand speaks to),competitive-landscapefrom Step 2 (differentiation opportunities) - Output: Purpose, mission, values, positioning, and personality, Brand voice, tone, and messaging guidelines, Color palette, typography, and visual style specifications
- Key focus: Defining brand purpose, mission, and values
Step 5: Launch Your Social Media Presence (uses: social-media-strategist)
establish a strategic social media presence.
- Input:
brand-identityfrom Step 4 (brand voice and visual identity),customer-personasfrom Step 2 (where customers spend time online),go-to-marketfrom Step 1 (acquisition channels) - Output: Platform selection, content pillars, and posting cadence, First 30 days of content across all platforms, Community management and engagement tactics
- Key focus: Platform selection based on where target customers actually spend time
Step 6: Set Up Financial Management (uses: budget-builder)
Use the Budget Builder skill adapted for business finances. Create both personal and business budgets:
- Input:
financial-projectionsfrom Step 1 (revenue and cost forecasts),pricing-strategyfrom Step 3 (revenue per unit),unit-economicsfrom Step 3 (CAC, LTV, margins) - Output: Personal financial plan for the startup period, Startup costs and monthly operating budget, Month-by-month cash flow for 12 months
- Key focus: Use the Budget Builder skill adapted for business finances
Decision Points
- After Step 1: What type of business are you starting?
- If Service-based (consulting, freelancing, agency): All steps are relevant. Pricing strategy will focus on service pricing (hourly, project, retainer).
- If Product-based (e-commerce, physical goods): Pricing focuses on product margins and inventory management.
- If SaaS or digital product: After completing this workflow, follow up with "Launch a SaaS Product" for technical execution.
- If Local brick-and-mortar: Additional considerations: location, lease, permits. Social media focuses on local marketing.
- After Step 2: How will you fund this business?
- If Bootstrapped (self-funded): Conservative pricing to reach profitability fast. Budget focuses on minimal viable spend.
- If Seeking investment: Pricing can prioritize growth over immediate profitability. Include pitch deck preparation.
- If Side project (keeping day job): Adjust time commitments throughout. Everything takes longer but is lower risk.
Failure Handling
- Analysis paralysis in Step 1: Planning is not doing. Set a 1-2 week hard limit on the business plan.
- Skipping market research: Assumptions are not validation. Talk to actual potential customers.
- Pricing too low: New entrepreneurs consistently underprice. Value-based pricing captures more value.
- Generic branding: A brand that tries to appeal to everyone appeals to no one. Be specific.
- Being on every social platform: Pick 1-2 platforms and do them well. Spreading thin leads to burnout.
Expected Outcome
When this workflow is complete, the user will have:
- A comprehensive business plan exists with validated assumptions
- Market research confirms demand and willingness to pay
- Pricing is set and covers costs with a path to profitability
- A brand identity is established and consistent across touchpoints
- Social media presence is active and generating awareness
- Financial systems are in place to track revenue, expenses, and cash flow
- The first customer or concrete lead has been secured
Output Format
START A BUSINESS TRACKER
========================
[ ] Step 1: Create Your Business Plan
Status: [pending/in-progress/complete]
[ ] Step 2: Research Your Market
Status: [pending/in-progress/complete]
[ ] Step 3: Set Your Pricing
Status: [pending/in-progress/complete]
[ ] Step 4: Build Your Brand
Status: [pending/in-progress/complete]
[ ] Step 5: Launch Your Social Media Presence
Status: [pending/in-progress/complete]
[ ] Step 6: Set Up Financial Management
Status: [pending/in-progress/complete]
Timeline: ______ weeks
Overall Status: [IN PROGRESS / COMPLETE]
Adaptation notes:
- Adjust timeline based on user's availability and prior experience
- Steps may be reordered if dependencies allow parallel execution
- Skip optional steps if time or budget is constrained
Edge Cases
- Analysis paralysis in Step 1: Planning is not doing. Set a 1-2 week hard limit on the business plan.
- Skipping market research: Assumptions are not validation. Talk to actual potential customers.
- Pricing too low: New entrepreneurs consistently underprice. Value-based pricing captures more value.
- Generic branding: A brand that tries to appeal to everyone appeals to no one. Be specific.
Example
Input: "I want to start a business and need a structured plan to follow step by step."
Output:
Step 1 (business-planner): Create Your Business Plan -- produces concrete deliverables for this phase.
Step 2 (market-researcher): Research Your Market -- produces concrete deliverables for this phase.
Step 3 (pricing-strategist): Set Your Pricing -- produces concrete deliverables for this phase.
Step 4 (brand-strategist): Build Your Brand -- produces concrete deliverables for this phase.
Step 5 (social-media-strategist): Launch Your Social Media Presence -- produces concrete deliverables for this phase.
Step 6 (budget-builder): Set Up Financial Management -- produces concrete deliverables for this phase.
Result: User has a complete start a business plan with all deliverables produced, validated, and ready for implementation.