30 Day Business Checklist

30 Day Business Checklist and Onboarding Agreement

Client Name:    Service Provider:

Recitals

WHEREAS, Client engages Service Provider to perform onboarding, administrative and operational setup services described in this Agreement; and

WHEREAS, the parties wish to establish a 30-day plan to complete foundational business tasks, allocate responsibilities, and document acceptance criteria for completion;

NOW, THEREFORE, in consideration of the mutual covenants contained herein and other good and valuable consideration, the receipt and sufficiency of which are acknowledged, the parties agree as follows:

Scope of Work

30-Day Checklist (Tasks, Responsibility, Dates)

Days 1–7: Legal & Administrative

  Task 1 — Register business entity and obtain EIN (if applicable).
Completion Date:    Responsible:

  Task 2 — Draft and adopt operating agreement/ bylaws and obtain signatures.
Completion Date:    Responsible:

  Task 3 — Open business bank account and establish accounting system.
Completion Date:    Responsible:

Days 8–14: Compliance & Operations

  Task 4 — Obtain required business licenses and permits; file initial registrations.
Completion Date:    Responsible:

  Task 5 — Set up payment processing, invoicing templates, and vendor accounts.
Completion Date:    Responsible:

Days 15–21: Marketing & Systems

  Task 6 — Establish brand assets, business email, and website basics.
Completion Date:    Responsible:

  Task 7 — Implement customer relationship management and basic SOPs.
Completion Date:    Responsible:

Days 22–30: Review & Handover

  Task 8 — Conduct internal audit of accounts, compliance, and operations.
Completion Date:    Responsible:

  Task 9 — Finalize documentation, key contacts list, and 30-day report.
Completion Date:    Responsible:

Payment Terms

Total Fee:    Payment Schedule:

Late Fee: Interest on overdue amounts at , plus costs of collection. Payment obligations survive termination with respect to work performed through the termination date.

Term and Termination

Effective Date:    Anticipated Completion Date:

Either party may terminate this Agreement for material breach if the breaching party fails to cure within days' written notice. Termination shall not relieve either party of obligations accrued prior to termination.

Confidentiality

Each party acknowledges that during performance it may receive Confidential Information of the other. "Confidential Information" includes nonpublic business, financial, technical, and customer information. Each party shall (a) hold Confidential Information in strict confidence; (b) use it only for the performance of this Agreement; and (c) not disclose it to third parties except to permitted representatives bound by confidentiality obligations. Confidentiality obligations survive termination for a period of three (3) years, or longer for trade secrets as required by law.

Governing Law; Dispute Resolution

This Agreement shall be governed by and construed in accordance with the laws of the state of without regard to conflict of laws principles. The parties agree to negotiate in good faith to resolve disputes; if unresolved, disputes shall be resolved in the state or federal courts located within the selected state.

Entire Agreement

This Agreement, including the attached checklist and any written attachments executed by the parties, constitutes the entire agreement between the parties relating to the subject matter and supersedes prior negotiations, representations, or agreements, whether written or oral. Any modification must be in writing and signed by authorized representatives of both parties.

Certification: By signing below, each signatory represents and warrants that they are authorized to enter into this Agreement on behalf of the party they represent and that the information provided in this checklist is true and complete to the best of their knowledge.

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