Phase One Online Class

✨ TIER ONE — LEGAL SETUP & BUSINESS FOUNDATIONS

Theme: “Become a real business on paper.”

This tier takes someone from just having an idea → to being fully registered, compliant, and structured like a real company.

MODULE 1 — Business Structure & Formation

• Choosing the correct business entity (LLC, S Corp, Sole Prop, Partnership)
• How to register an LLC step-by-step
• Filing costs, state requirements, and turnaround expectations
• How to check name availability (state + federal)
• Setting up a registered agent vs. DIY

MODULE 2 — Essential Legal Documents

• EIN registration (free IRS process walkthrough)
• Operating Agreement (and why it protects you)
• Articles of Organization
• Business insurance options (general liability, product liability, professional liability)
• Non-disclosure agreements (for contractors, partners)
• Basic contracts for service providers
• Independent contractor agreements
• Privacy policy + website terms & conditions
• Intellectual property basics (trademarks, copyrights)

MODULE 3 — Banking & Money Foundations

• Business bank account setup (what banks to use / what to avoid)
• How to separate personal & business funds
• Bookkeeping setup
• Beginner tax obligations
• Quarterly tax planning (how to avoid surprises)
• Choosing your accounting software (QuickBooks, Wave, etc.

MODULE 4 — Systems & Compliance

• Setting up Google Workspace or business email
• Record keeping requirements
• Business licenses & permits
• Inventory tracking templates
• Basic SOPs every business needs
• Productivity and workflow organization

TRANSFORMATION

By the end of Tier One, the mentee has:

✔ A legal business

✔ All documents filed

✔ Banking set up

✔ Proper business structure

✔ Organized systems

✔ A foundation ready to scale