2.1 Pre-Opening Checklist
Preparation & Business Setup
- Finalize Initial Business Plan
- Get EIN (Federal)
- Get Sales Tax Certificate (State)
- Get Business License (City)
- Research local permit requirements for any public spaces you would like to sell at as potential flagship locations.
- Get Insurance (General Liability, Worker’s Compensation if applicable, Auto)
- Research and post appropriate labor law posters for employees
- Review Pre-Training Materials
Purchases & Logistics
- Purchase Vehicle or Cargo Trailer
- Purchase Chest Freezers
- Order T-shirts/merch needed
Training & Onboarding
- Attend Training
- Review the Cartrepreneur® Hub in detail
- Schedule Weekly Meetings with Franchise Onboarding Manager
Systems & Operations Setup
- Submit your cart lease requests via the request form
- Log into Ordering Portal and place initial order including carts once your leases are complete
- Use the Inventory Submission form to submit your inventory count once you receive your first order.
- Log into HubSpot and create deals for bookings you are working on
- Set up Square locations once your account is created. Reference this hub article on location requirements.
Marketing & Sales Preparation
- Identify key events and festivals in your territory to prospect and reach out to.
- Use Canva templates to create a few intro posts and stories on your socials.
- Use the hub forms to provide your business card and webpage info.