How to Setup Your New Business From Scratch

Learn the practical aspects of starting / setting up a new business - from picking a name to designing a website + more!
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Instructed by Ed Wong Business / Entrepreneurship
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  • Lectures 82
  • Length 24 hours
  • Skill Level All Levels
  • Languages English
  • Includes Lifetime access
    30 day money back guarantee!
    Available on iOS and Android
    Certificate of Completion
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About This Course

Published 10/2015 English

Course Description

Are you thinking about starting a new business?

Have you just started a business and want to know what to do next?

Do you have an existing business and need to outsource some tasks to external consultants?

Do you want to streamline your existing business or set it up in the "cloud"?

If any of these apply to you, then this course is perfect for you! This course is a "how to" guide for setting a new business up from scratch. We will walk through step by step how to turn that business idea in your head into an actual company and go through important considerations to think about along the way.

This course is a mixture of presentations and exercises. In our exercises, we will create a sample business from scratch. This includes the following:

  • Looking up various business names to check if we can use them
  • Registering our business through a legal website
  • Purchasing and registering a domain name
  • Registering a "Doing Business As" name
  • Setting up Accounting Software
  • Setting up Productivity Software
  • Setting up Business Class Email
  • Setting up Filesystems and Backups
  • Setting up Business Telephony
  • Creating and Finding Document Templates
  • Designing and Documenting Business Processes
  • Setting up a Customer Relationship Management system
  • Choosing Stock Photos
  • Building a Website From Scratch
  • Creating a Pay Per Click Online Marketing Campaign
  • Setting up Social Media
  • And More!


With today's business services and technology in the "cloud", it never been easier to setup and organize your business effectively - but there are so many choices, and it is confusing! Don't worry about the technology - this course is targeted for all users - you do NOT need any background in legal, business, IT, or accounting. I'll show you which business services to pick and the correct way to configure and use them. The only thing you need is the desire to turn your business dreams into reality!

This course will save you time and significant money by allowing you to either:

A. Learn how to do common business setup tasks yourself by following our step-by-step exercises

--or --

B. Understand the details and language behind a business task that you are planning on outsourcing. This will drive down the total cost of the task from your external party as well as improve the quality of the final output by allowing you to ask the correct questions and define the project more accurately. The cost of this course is a fraction of the cost getting something wrong with an external consultant.

Please look through the course curriculum to see all the topics we will cover. Thank you for your time and let's get your business up and running today!

What are the requirements?

  • You should already have a business idea and be ready to action that idea
  • The course will not cover your business idea or what you need to do to expand your business
  • The course will provide actual outcomes – this is a “how to” guide for actually getting yourself running and what to consider for the first year
  • In this course, I will be setting up a sample business from scratch using a number of different cloud based business services and websites - most of which will be using free trial accounts. You do not need to sign up for these to complete this course. If you wish to setup your business in the same way, I will be providing recommendations and suggestions on which services to use throughout this course.

What am I going to get from this course?

  • Learn how to pick a business name
  • Register a new business
  • Manage basics behind company accounting
  • Setup IT infrastructure - email, phone, files, etc
  • Learn basics for planning, organization, and keeping the business running smoothly
  • Understand the different types of marketing available
  • Setup online marketing campaigns
  • Create a website from scratch
  • Understand and start building social media presence

What is the target audience?

  • Any entrepreneur planning on starting a new business - whether it is a home-based business or the "next big thing"
  • Existing small business owners just starting out
  • Established small businesses wishing to streamline their business or migrate their business to the "cloud"
  • Consultants wishing to provide business startup services to new businesses
  • This course is probably not for you if you are looking for ideas on growing your business ideas, such as how to get venture capital funding
  • This course is probably not for you if you are looking for more of the "feel good" aspects of starting your business, such as how to stay passionate, or how to become an effective leader

What you get with this course?

Not for you? No problem.
30 day money back guarantee.

Forever yours.
Lifetime access.

Learn on the go.
Desktop, iOS and Android.

Get rewarded.
Certificate of completion.

Curriculum

Section 1: Introduction to the Course
15:36

An overview of the course, and topics we will discuss, and how the course is structured.

  • What this course is about
  • Target audience
  • About me
  • Teaching method
  • Course structure
  • Key objectives
  • How to use this couse
Section 2: Creating Your New Business Entity
15:53

We will discuss how to choose a business name. In particular:

  • What constitutes a good business name?
  • What are the different types of names that you can choose from?
  • Can your business have multiple names?
  • Which names can and more importantly CAN'T you use?
  • How do you logistically choose a name?
13:17

We will run through an exercise of trying to pick a name for a sample business that we will use throughout the course. We will:

  • Go through the process of determining a shortlist of names
  • Search the relevant databases for trademarks and name availability
  • Search internet domain name provider for various names and understand what and what not to choos

In this part, we go through several types of names that we will ultimately not choose, but I show you the techniques for eliminating these options.

09:46

We continue the rest of our exercise here. In this part, we go through several names that we will ultimately choose for our sample business.

15:26

We will discuss at a high level the different structures available for companies and the pros and cons of each time for your small business:

  • Sole Proprietor
  • Limited Liability Company
  • Limited Liability Partnership
  • Corporation
  • S-Corporation Election
11:01

We will run through an exercise of registering our sample company as a corporation with S-Corp election using a legal website called LegalZoom.

09:52

We continue our exercise of registering our sample company in LegalZoom.

07:47

Registering an Internet domain is an important part of setting up your business. In this exercise, we will:

  • Run through an exercise of purchasing our Internet domain name with a major domain provider
  • Discuss the different types of domain names as well as pricing
07:47

We will run through an exercise of setting up a "DBA" or "fictitious name" using LegalZoom.

Section 2 Quiz
12 questions
Section 3: Setting Up Financials
10:42

Having a separate bank account is highly recommended for your business. In this presentation, we will:

  • Review the need for business bank accounts
  • Go through what documentation is required,
  • Go through which accounts I would recommend for small businesses.
13:11

Accounting software will help you managed your final transactions. In this presentation, we will:

  • Discuss the need for accounting software
  • Discuss basic accounting concepts
  • Provide a listing of accounting software that I recommend
  • Discuss points to consider when choosing an accountant
08:50

Getting paid is important! In this presentation, we will:

  • Discuss payment at the time of service and payment in arrears
  • Discuss various payment methods you can provide for your customers
  • Discuss mobile credit card processing providers
13:31

We will run through an exercise of signing up for Quickbooks Online and configuring some settings.

In this part, we discuss the various pricing of Quickbooks Online, signup for a free trial, and go through some of the basic navigation.

11:38

We continue our exercise on Quickbooks Online.

In this part, we continue through all the various settings and create a sample invoice for a customer.

Section 3 Quiz
8 questions
Section 4: Setting Up IT Infrastructure
02:47

This lecture will describe how to best use the lectures / exercises in this section, as many of the topics are closely related.

06:48

Office software is a key consideration for all new businesses. Many just choose what they are familiar with but today there are many powerful options that can grow as you do.

We will:

  • Discuss what productivity software is
  • Discuss cloud based productivity software
10:01

We will run through an exercise of signing up for Microsoft Office 365 and running through how to use it.

In this part, we:

  • Discuss the pricing points
  • Signup for a free trial
  • Discuss how to use the online versions of the applications
10:07

We continue our exercise on Microsoft Office 365.

In this part, we:

  • Continue our discussion on how to use the online version
  • Discuss as well as how to download the stand-alone versions and what the differences are to the online versions
09:31

We will run through an exercise of signing up for Google Apps for Business.

In this part, we:

  • Discuss the pricing points
  • Discuss the different applications included
  • Signup for a free trial
  • Discuss the administration console
  • I show you how to use the word processor and spreadsheet editor in Google Apps
11:09

We continue our exercise on how to use Google Apps for Business.

In this part, I continue to show you how to use the word processor and spreadsheet editor in Google Apps

08:26

Email is one of the lifelines of your business. In this presentation, we will:

  • Discuss what is business class email
  • Discuss the various different options you can choose for email provider
09:21

We will run through an exercise of setting up business email with Microsoft Outlook.

In this part, we start with configuring our domain provider with Microsoft Outlook.

07:15

We continue our exercise of setting up business email with Microsoft Outlook.

In this part,

  • We finish the setup of an email account
  • Go through the common settings in the administration console
  • Test the email
  • Configure the mail app on a Mac
07:02

We will run through an exercise of setting up business email with Gmail.

In this part,

  • We review the email address created when we verified our domain
  • We go through the administration console
  • We test our email
08:06

We continue our exercise of setting up business email with Gmail.

In this part, we will:

  • Go through some of the common advanced settings
  • Setup email on an iPad
07:55

We will run through an exercise of setting up business email with Zoho.

In this part we will:

  • Discuss the various pricing points
  • Sign up for a free account
  • Point our domain to Zoho
  • Start the setup
08:17

We continue our exercise of setting up business email with Zoho.

In this part, we:

  • Finish the setup of the account
  • Go through the configuration of common advanced options
  • Test the account
08:50

Networks are the glue which hold together the Internet (and your small business). In this presentation, we will:

  • Discuss the basics of networks and describe what it is
  • Discuss why understanding networks are important for your business
  • Describe the Internet and how it differs from an Intranet
  • Discuss security implications based upon network choice
15:34

Picking a file system and organizing files are important for any growing business. In this presentation, we will:

  • Discuss what a file system is
  • Discuss what a cloud based file system is
  • Go through different options that you can use
  • Discuss backups that you should be doing
  • Discuss versioning of files
11:17

We will talk in more depth about Microsoft's cloud-based filesystem called One Drive.

In this part, we will:

  • Go through basic navigation
  • Create new folders and files
  • Edit files
  • Share files with other users
10:58

We continue our exercise on Microsoft One Drive.

In this part, we will:

  • Continue walk through how to use One Drive
  • Download the Sync application and show you how to use it
09:52

We will run through an exercise of using Google Drive to save and sync a number of files across our company.

In this part, we will:

  • Create new users in the administration console
  • Go through basic navigation
  • Create new folders and files
  • Share files and folders
10:07

We continue our exercise on how to use Google Drive.

In this part, we will:

  • Go through some of the more advanced settings
  • Use Google Drive in Gmail
  • Install the Google Drive sync software
10:46

We will run through an exercise of using Box to save and sync a number of files across our company.

In this part, we will:

  • Go through the different pricing points
  • Sign up for a free trial
  • Create new users in the administration console
  • Go through standard navigation
07:43

We continue our exercise on how to use Box for your business.

In this part, we will:

  • Add and create new files and folders
  • Share files and folders with other users
  • Install the Sync app and go through how to use it
13:20

Computers are an important part of small business today. Choosing a type of computer can be a daunting task - we will discuss the various options available today for small business.

We will:

  • Discuss which computer to choose
  • Discuss pros and cons of a Mac
  • Discuss pros and cons of a Windows computer
  • Discuss pros and cons of a Chromebook
11:58

Telephony is another important lifeline of your business.

In this presentation, we will:

  • Discuss the importance of good telephony
  • Discuss why to not use a mobile phone only
  • Discuss what VOIP is
  • Discuss various telephony options
  • Discuss video conferencing options
11:55

We will run through an exercise of signing up and setting up a new Google Voice number for our business.

13:34

We will run through an exercise of signing up for a new Anveo account and configuring a SIP phone for use.

In this part we sign up and do some basic configuration on the Anveo account.

08:31

We continue our exercise on setting up a VOIP phone system.

In this part we configure the SIP handset.

10:30

We continue our exercise in setting up a VOIP phone system.

In this part we do some advanced Anveo configuration and setup an inbound call flow.

08:37

IT security is important, especially in the age of cloud computing.

We will:

  • Walk through some basic security items to consider for your business
  • Discuss basic security safeguards
Section 4 Quiz
14 questions
Section 5: Managing Your Business
06:20

Getting insurance is an important part of setting up your business. In this presentation, we will:

  • Discuss what can go wrong
  • Discuss the various types of insurance available for your business
  • Discuss group health insurance
07:20

Good document templates provide consistency across your company.

We will:

  • Discuss what document templates are
  • Discuss what legal templates are
  • Discuss where to find legal templates
  • Go through how to create good document templates
07:54

We will run through an exercise of finding a legal document from Legal Zoom.

We will:

  • Purchase a legal document template
  • Run through the instructions for modifying it
  • Customize the template to our business need
06:07

Good business processes ensure your new business is streamlined and provide your customers with the best experience.

We will:

  • Define what a business process is
  • Describe how to document template
  • Discuss what you need to do once you've documented them
11:22

We will run through an exercise of documenting a simple business process.

In this part, we will:

  • Run through a template that I've created for this course
  • Start documenting the process
11:35

We will continue our exercise on how to document a simple business process.

In this part, we finish documenting our process.

06:44

We will discuss product and service development at a high level.

11:29

Customers are the foundation are your business. Keeping and building strong relationships with your customers is important for building your reputation, providing recurring customer income, and expanding your business.

We will:

  • Discuss how to keep track of your growing customer lists and interactions
  • Discuss customer service and what impact it has to your business
  • Discuss CRM systems and what they are
  • Discuss which CRM platforms are right for you
12:41

We will run through an exercise of setting up a simple CRM system using Zoho.

In this part, we will:

  • Discuss the different pricing points and options
  • Signup for a free trial
  • Go through functionality
12:22

We continue our exercise on Zoho CRM.

In this part, we continue going through functionality provided by the software.

12:24

We continue our exercise on Zoho CRM.

In this part, we go through sharing records and some advanced configuration of the software.

09:24

A successful business relies on expert skills of it employees and external partners. In this presentation, we will:

  • Discuss considerations to think about when hiring employees
  • Discuss considerations to think about when hiring contractors
  • Discuss outsourcing work overseas
Section 5 Quiz
11 questions
Section 6: Preparing for Marketing and Branding
11:27

Getting a logo is the starting point for branding your business. In this presentation, we will:

  • Discuss the importance of a logo
  • Discuss the elements of a logo
  • Discuss various services that can design a great logo for you.
11:35

There are many different avenues of marketing today - from traditional billboards to online Google Adwords campaigns.

We will:

  • Discuss what marketing is
  • Go through the various different types of traditional marketing channels
  • Go through the various different types of online marketing channels
09:12

In this exercise we discuss stock photos and where to look to find stock photos.

In this part, we will:

  • Discuss two major stock photography websites and go through pricing points
  • Sign up for a free trial
08:25

We continue our exercise on stock photos.

In this part, we will:

  • Search through stock images for our sample business
  • Discuss logistics of downloading image
15:11

A website is the start for online marketing and to provide a presence in the internet.

We will:

  • Discuss what a website is in the context of your small business
  • Discuss who can help build a website for you
  • Go through the latest design trends
  • Go through which platforms to consider
09:19

Search Engine Optimization is the process of streamlining your website for the big search engines. SEO is a complex topic, but is important to understand before you design (or outsource) your website.

We will:

  • Discuss what SEO is at a high level
  • Describe how search engines work
  • Describe On-Page and Off-Page SEO
17:35

We will run through an exercise of building a website from scratch using the Squarespace platform.

In this part, we will:

  • Discuss the various pricing options
  • Review several templates
  • Sign up for a new account.
12:34

We continue our exercise on building a website with Squarespace.

In this part, we go through the various Squarespace settings.

10:22

We continue our exercise on building a website with Squarespace.

In this part, we continue going through and customizing the various Squarespace settings.

12:33

We continue our exercise on building a website with Squarespace.

In this part, we start adding our business content to the site.

15:45

We continue our exercise on building a website with Squarespace.

In this part, we continue to add content to our site.

11:12

We continue our exercise on building a website with Squarespace.

In this part, we finish adding content to our site, we point our domain to the site, and finally we publish it!

10:47

We will run through an exercise of building a website from scratch using the Wordpress platform.

In this part, we install a new Wordpress site on our Godaddy hosting account.

12:32

We continue our exercise on building a website with Wordpress.

In this part, we discuss and go through all standard Wordpress settings.

19:31

We continue our exercise on building a website with Wordpress.

In this part, we discuss how to find and install different templates. We go through the settings of one particular template.

18:56

We continue our exercise on building a website with Wordpress.

In this part, we continue going through the template settings and then start adding our business content to the site.

19:47

We continue our exercise on building a website with Wordpress.

In this part, we continue to add our business content to the site.

17:06

We continue our exercise on building a website with Wordpress.

In this part, we finish our site, point our domain provider to the website host, and publish the site.

06:36

Content is king - but what exactly is content? In this presentation, we will:

  • Describe what a blog is
  • Discuss how to use a blog for your small business
  • Discuss other types of content that you can produce
10:21

We will run through an exercise to create a simple Google Adwords campaign.

In this part, we will:

  • Discuss where Google ads appear in search results
  • Start creating a sample Google Adwords campaign
08:13

We continue our exercise on how to create a simple Google Adwords campaign.

In this part, we finish creating the campaign.

05:38

Social media has changed the way that customers behave and interact with companies. In this presentation, we will:

  • Describe what social media is
  • Discuss the main social media providers
  • Discuss the basics of how to leverage social media for your business
11:59

In this exercise, we will setup a Facebook business page for our business.

In this part, we sign up a link a new business page, and start filling out some content.

11:50

We continue our exercise on setting up a business Facebook page.

In this part, we finish filling out our content and also create a link between our website and Facebook page.

06:21

Email marketing is an effective and relatively cheap method of marketing to existing and new customers. In this presentation, we will:

  • Discuss how to build email lists
  • Go through how start email marketing
  • Go through the different providers of bulk email
08:03

In this exercise, I will show you how to create some simple marketing material using free software.

In this part, we will download and install Inkscape, and start creating a simple brochure.

09:08

We continue our exercise on creating simple marketing material.

In this part, we finish adding creating our brochure for our business launch.

Section 6 Quiz
15 questions
Section 7: Conclusion
04:49

We will summarize what we have learned through this course and discuss the next steps for your business!

Please review the resources in this lecture for a list of all recommended websites that we discussed throughout this course.

Thank you!

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Instructor Biography

Ed Wong, Business Consultant and Entrepreneur With a Passion for Teaching!

Edward Wong is an experienced and focused business and IT consultant with over 17 years in the consulting industry. He has worked previously as a manager for Accenture and as a solution architect for IBM, and his clients have included many Fortune 500 companies.

He recently started and now runs Pacific One Solutions - a company that provides IT solutions targeted for small to mid-sized businesses. In his free time, he works as a tutor - teaching his students skills in business and / or computer programming.

He is passionate about sharing his experiences to help build the next leaders of tomorrow!

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