2.1 Pre-Opening Checklist

Preparation & Business Setup

• Finalize Initial Business Plan
• Get EIN (Federal)
• Get Sales Tax Certificate (State)
• Get Business License (City)
• Get Insurance (General Liability, Worker’s Compensation, Auto)
• Research and post appropriate labor law posters for employees
• Review Pre-Training Materials

Purchases & Logistics

• Purchase Vehicle or Cargo Trailer
• Purchase Chest Freezer
• Order Uniforms (t-shirts)

Training & Onboarding

• Attend Training
• Schedule Weekly Meetings with Franchise Onboarding Manager

Systems & Operations Setup

• Log into Ordering Portal and place initial order
• Log into HubSpot and create deals for bookings you are working on

Marketing & Sales Preparation

• Identify key events and festivals in your territory