How to complete each step on your business set-up map.

1. Start with what you can do. List two or three things you know how to do well. Think about past jobs, equipment you already own or jobs people regularly ask you to help with.
2. Choose one way to help someone. Pick one item from your list. Who could use your help, and what would you do for them?
3. Put your idea into words. Fill in the gaps: “My business idea is to help ___ by ___. I can do this because ___.”

Mark this task complete when you have written down one idea, who it could help and at least one concrete reason you can deliver it.

1. List what you can sell at launch. Start with the products you can supply or the services you are ready to deliver. One offer is enough to begin.
2. Describe what the customer gets. For a product, include the quantity, size or options that matter. For a service, list the work included in one booking.
3. Make the limits clear. Think of one thing a customer might assume is included. Say whether it comes with the purchase, costs extra or needs a separate booking.

Mark this task complete when each offer has a name and a short description that answers the customer's question, “What exactly am I buying?”

1. Choose one customer group to start with. Think of someone who has already asked for this kind of help. If you sell to businesses, identify the person who would usually make the purchase, such as an office manager.
2. Identify the reason they would buy. What happens in their day or week that makes your offer worth paying for? Include location if it affects who you can serve.
3. Write a short customer profile. Describe who they are, when they need you and one thing they care about when choosing. If that last detail is a guess, write down a question you could ask a potential customer to check it.

Mark this task complete when you can describe one customer group, what prompts them to buy and what you think matters most to them.

1. Find three alternatives. Search the way a customer would, using the product or service name and, for a local business, the suburb. Choose businesses serving a similar need.
2. Compare the same details for each. Record the business name, website or listing, what is included, any published price and how a customer buys or books. If a price is missing, write price not listed. Keep hourly rates and fixed prices separate.
3. Look for a pattern. Check what is easy or hard to compare across the three offers. Read a few reviews for details customers mention, such as reliability or ease of booking.
4. Choose one action. Use a specific finding to decide what you will offer, explain more clearly or make easier for your customers.

Mark this task complete when you have notes and a source link for each of the three businesses, plus one decision you can explain using what you found.

1. Make a shortlist. Use your earlier work on your offer and customers to write down three possible names. Try words that describe what you do, who you help or the result customers want.
2. Compare your names with nearby competitors. Use the businesses you found during competitor research. Cross off any name a customer could easily mix up with one of theirs when making a referral or searching online.
3. Try the word-of-mouth test. Say each remaining name to someone who fits your target customer group. Ask them to spell it as if they were looking it up, then ask what they would expect the business to offer.
4. Pick your first choice and a backup. Write both names exactly as you want customers to see them. Carry your first choice into the availability checks in task 6.

Mark this task complete when you have a preferred name, a backup and a clear reason your first choice fits your customers.

1. Check the name with ASIC. In ASIC Connect, select Check business name availability and enter your preferred spelling. Green means the name is available to register. Amber requires an ASIC review. If the result is red, try your backup name and repeat the checks below for that name.
2. Search for similar trade marks. In Australian Trade Mark Search, enter the full name, then try its distinctive words, spelling variations and words that sound alike. For Weekend Back Cleaning, also try Weekend Back. Open close matches and read which goods or services they cover. If a similar mark covers work like yours, get trade mark advice or check your backup name before spending money on branding.
3. Check the website address and social handles. Use a domain registrar to look up the address you want, then search the platforms your customers use for your preferred @handle. Write down a recognisable alternative if either is taken.
4. Save a dated record. Keep the exact name, ASIC result, any relevant trade mark matches and your preferred domain and handles together. A green ASIC result is an availability check only. Registration and trade mark rights are separate matters.

Mark this task complete when ASIC shows the name is available or has confirmed it after review, you have addressed any close trade mark matches, and you have recorded your domain and handle choices.

1. Write a short brief. Give the exact business name, who you serve and where the logo will appear. Pick two or three words that describe how it should feel, such as friendly, dependable or professional.
2. Start with the name. If you are doing it yourself, type the business name in two or three easy-to-read fonts and compare them in black and white. If you add a symbol, check that the name is still the first thing you notice.
3. Test it where customers will see it. Put each option at the top of a sample invoice and in a website header viewed on your phone. Print the invoice in black and white. Check that the name is readable at its actual size. For a small profile picture or browser icon, try a simplified symbol or initials.
4. Save the approved files. Keep an SVG that can be resized for the web, a transparent PNG for everyday documents and a vector PDF for print. Include colour and single-colour versions, plus the small icon if you created one.

How Rykon can help

Send Rykon your brief and tell us the first two places you need the logo. We can show you how a concept looks in a real website header and on a phone before you approve it. If you want an original illustration or custom lettering, a graphic designer can create the artwork. Rykon can coordinate that handover, prepare your website and browser icons, and apply the approved files across your digital assets.

Mark this task complete when you have approved one design, checked that it is readable on screen and in print, and saved the final files somewhere you can find them.

1. Give each colour a job. Start with a dark text colour, a light background and one accent colour for important items such as booking buttons. Save the colour codes so you can use the same shades each time. Check that text is easy to read on each background, especially on buttons.
2. Choose fonts you can use every day. One readable font family is enough to start. Pick a weight for headings and one for body text, then try both in a website paragraph and a quote or invoice.
3. Set simple rules for the logo and photos. Show which logo version goes on light and dark backgrounds and how much empty space to leave around it. Describe the photos that suit your business and include one example others can follow.
4. Make a one-page guide and test it. Put your colours, fonts, logo examples and photo guidance on one page. Give it to someone with your logo files and ask them to make a sample quote or social post. Add any instructions they needed to ask you for.

How Rykon can help

Give Rykon your approved logo and something you already send customers, such as a quote. We can use those to develop a colour palette, choose fonts, check text contrast and show how everything works on a sample web page. We can then apply the approved styles to your website or create a reusable template your team can edit. If a brand designer has already made your guide, send it to Rykon with the original assets so we can carry their choices through to the finished site.

Mark this task complete when your guide and brand files are saved together and someone else can use them to produce a customer-facing item that looks like yours.

1. Start with one plain sentence. Use your offer from task 2 and your customer group from task 3. Try this pattern: “We provide [product or service] for [customer] in [location or service area].” Leave out the location if it does not matter to your customers.
2. Explain why it matters. Add a sentence about the problem you solve or what customers get from working with you. Use a detail they can picture. For example, “We bring all the cleaning supplies” tells a customer what to expect from a booking.
3. Read it to someone who does not know the business. Ask them what they could buy from you and who it is for. If either answer is unclear, revise the wording. Save the opening sentence for short introductions and the full paragraph for your website.

How Rykon can help

Send Rykon your service list, your target customer and the words you normally use when introducing the business. Rykon can draft a homepage introduction and an About paragraph in the same voice. You check the details and approve the wording before publication.

Mark this task complete when you have an approved one-sentence introduction that also works as the opening line of your longer description.

1. Start with the buyer. Write down who will read the document and what work you want them to consider you for. A property manager arranging regular cleans will want to know which suburbs you cover, what each visit includes and who handles bookings.
2. Put the most relevant details first. Start with your business name and the introduction from task 9. List your main services and delivery area. Use headings a buyer can scan, such as Services, Relevant experience and Contact.
3. Back up your claims. For one relevant job, explain what was needed, what you delivered and the result. If the business is new, describe the owner's or team's previous experience and say whose experience it was. Include credentials you can verify and get permission before publishing client names, logos or testimonials.
4. Build a version you can send. One or two pages is a practical starting point. Use the logo, colours and fonts from task 8. Add a contact name, email, phone number and website if available. Export a PDF, open it on your phone and test the contact links. Keep the editable original for future updates.

How Rykon can help

Send Rykon your introduction, service list, project notes, approved brand files and any examples whose layout you like. Rykon can organise the content around your buyer's questions, edit the wording and design a branded PDF. Your role is to supply the evidence and approve the claims. If you already have a writer or designer, Rykon can use their finished document to add a capability statement download to your website.

Mark this task complete when you have an approved PDF you can send to a buyer today, with current contact details and evidence for the work you say you can deliver.

1. Choose what the card should help someone do. Think about when you will hand it out. If the goal is a quote request, make your preferred phone number, email address or booking page easy to find.
2. Keep the wording short. Include your business name, what you offer and how to get in touch. Add your own name if customers will be contacting you directly. If you use a QR code, print a readable web address beside it.
3. Design it at the size it will be printed. Ask the printer for its card template. Use the logo, colours and fonts from task 8, and keep contact details inside the template's safe area so they are clear of the cut edge.
4. Check a proof before ordering. Print the design at actual size. Ask someone to read the phone number aloud and explain what the business offers. Test the website and any QR code from the printed proof, then confirm the quantity and finish.

How Rykon can help

Send Rykon your approved logo, contact details and the action you want customers to take. Rykon can write the service line, design both sides and supply a proof for approval. Once you sign off, Rykon can prepare the file to the printer's specifications. The print supplier produces and delivers the cards.

Mark this task complete when you have checked the contact details on a full-size proof and approved the final artwork for printing.

1. Choose one audience and one purpose. Think of a question customers ask before buying, such as “What is included in a regular clean?” Use a one-page service sheet for a single offer. Use a brochure if customers need to compare several offers.
2. Answer the buying questions in order. Lead with the service name and who it suits. List what is included, where you deliver it and any extras that affect the quote. Finish with one next step and tell the reader what to provide when enquiring.
3. Lay out the page for a quick read. Use your branding from task 8 and adapt the introduction from task 9 to this audience. Give each section a clear heading. Include a photo or sample only if it helps the reader understand what they will receive.
4. Test it the way a customer will receive it. Email the PDF to yourself, open it on your phone and follow the enquiry link. If you plan to hand out printed copies, print one at actual size and check the text and contact details. For a folded brochure, fold the proof to check the reading order.

How Rykon can help

Send Rykon your service inclusions, common customer questions, approved images and contact details. Rykon can turn those into customer-facing copy, design the layout and supply a PDF for sharing. If you want printed copies, Rykon can also prepare a print version using the supplier's template. You approve the offer details before the sheet goes live or to print.

Mark this task complete when a prospective customer can use the finished sheet to understand the offer and take the next step without you having to explain it.

1. Choose one item and say what it is for. A work polo can help customers recognise staff arriving for a booking. A branded pen can give customers a phone number to keep. For clothing, collect sizes and quantities before requesting prices.
2. Ask for an itemised quote. Specify the product, colour, quantity and where you want the branding. Ask the supplier to show the setup fee, price per item, delivery cost and turnaround time. Confirm whether adding a second print area changes the price.
3. Fit the artwork to the item. Ask the supplier for the usable print or embroidery area. A polo may have room for the full logo, while a pen may only fit the business name and phone number. Use the approved logo files from task 8.
4. Approve the details before production. Check the supplier's proof for spelling, placement, colours and actual logo size. For a first clothing order, ask about a sample garment or stitched sample so you can check fit and readability. Confirm the final quantities, sizes and total price in writing.

How Rykon can help

Send Rykon the item you are considering, your quantity, budget, deadline and logo files. Rykon can prepare a mockup, simplify the artwork for a small print area and coordinate changes with the supplier. You approve the final proof and price. The merchandise supplier handles the physical printing or embroidery and delivery.

Mark this task complete when the order arrives and you have checked the items, sizes, quantities and branding against the approved proof.

1. Write down who will own the business. Will you own it yourself or share ownership with someone else? If another person is involved, clarify whether they will own part of the business or be paid to work in it.
2. Compare the structures that fit. A sole trader owns the business individually and is personally responsible for its debts. A partnership lets two or more people run a business together and share its profits or losses. A company is a separate legal entity with shareholders and directors. A trust is another option, where a trustee runs the business for beneficiaries.
3. Use a real decision to test your choice. Imagine the business signs a contract to buy equipment and then cannot make the payments. Who signed the contract? Who would owe the money? Compare that answer alongside the setup costs and ongoing paperwork.
4. Get advice where you need it. An accountant can compare tax and ongoing costs for your circumstances. A solicitor can explain personal liability or help co-owners agree on what happens if one person wants to leave.

Mark this task complete when you have recorded your chosen structure, who will own and run the business, and why the choice suits your circumstances.

1. Identify who is running the business. Use the structure you chose in task 14. If you are a sole trader, the applicant is you. If a company will run the business, the applicant is the company. If the same entity already has an ABN, check its status on ABN Lookup. A new trading name alone does not require a new ABN.
2. Check your eligibility. Read the Australian Business Register's ABN entitlement guide. If you are starting a business, keep records of the steps you have taken, such as buying equipment or quoting for work. Use a start date you can support.
3. Prepare the details and apply. Have the applicant's legal name, business address, start date and main business activity ready. Open the official ABN application page and follow the questions for your structure. You can apply yourself or ask a registered tax agent to help if you are unsure which entity should apply.
4. Save the result. If approved, save the confirmation and check the legal name and 11-digit ABN. If you receive an application reference number, keep it for follow-up while the ABR reviews the application.

Mark this task complete when you have confirmed an active ABN for the correct entity and saved the details. If the application is under review, leave the task open.

1. Compare the trading name with the legal name. A sole trader using only their own first name and surname generally does not need a separate business name registration. Adding words such as Cleaning Services changes that. A company can trade under its registered company name, but generally needs to register a different name it trades under.
2. Confirm the name and holder. Use the spelling you checked in task 6 and the entity details from task 15. If your company will operate the business, enter the company as the holder. Check that you have its ABN before starting. ASIC also accepts an ABN application reference number if the ABN is still pending.
3. Apply through ASIC Connect. Follow ASIC's business name registration guide. Enter the name, holder and contact details. Choose one or three years, check the spelling and holder again, then submit and pay. You or an authorised adviser can lodge it.
4. Check the register and save the renewal date. After payment clears, look for ASIC's registration email and confirm the name appears on the business names register. Save the record and set a reminder before the registration expires.

Mark this task complete when your name appears on the register under the correct holder and you have saved the renewal date, or you have recorded why your business can trade under its legal name without a separate registration.

1. List the risks in your actual work. Start with the services you listed in task 2. Think about who could be injured, what property you could damage and what equipment you would struggle to replace.
2. Check what cover is required. Read any client contract or lease for the type of insurance and minimum cover it specifies. If you employ people, check the workers compensation rules in your state or territory.
3. Ask for a quote using a real scenario. Describe your work to an insurer or broker and ask, “Would this policy cover me if this happened?” Check the cover limit, the exclusions and the excess you would pay towards a claim.
4. Put the cover in place. Confirm the start date before taking on work that requires insurance. Save the policy, any certificate of currency showing your cover is active, and the renewal date.

Mark this task complete when you have recorded your insurance decisions and confirmed that any required cover is active.

1. List each activity and location. Be specific. Preparing food at home and selling it at a market are two activities to check, even if they are part of one business.
2. Search by activity and location. Use the Australian Business Licence and Information Service. Search each activity where you plan to carry it out, including any different council areas.
3. Confirm which results apply. Open each relevant result and check who issues the approval, the fee, any qualifications or inspections needed, and the processing time. If the wording is unclear, describe your planned work to the council or regulator.
4. Apply and record the outcome. Submit the required documents and wait for approval before starting the regulated work. Save the approval, its conditions and any expiry date. If no approval applies, record what you checked and when.

Mark this task complete when you have the approvals needed for your planned work or have documented why none apply to those activities and locations.

1. Check what your structure needs. A partnership, company or trust needs a separate bank account for tax purposes. For a sole trader, a separate account is optional, but it makes business payments easier to track.
2. Compare accounts against a typical month. If customers pay by bank transfer, check the monthly fee and whether you can export transactions for bookkeeping. If you take cash, also check where you can deposit it and what each deposit costs.
3. Apply for the correct entity. Use the bank's checklist for your structure. Have your identification, ABN and legal business details ready, along with any company, partnership or trust documents the bank requests. Confirm who can view the account and who can make payments.
4. Set up customer payments. Once the account is active, copy the account name, BSB and account number from your banking app into your invoice template. Compare all three with the bank's details before sending your first invoice.

Mark this task complete when the account you will use is active, the right people have access and your invoice shows the verified payment details.

1. Choose a system you will keep up to date. A spreadsheet can suit a business with a few straightforward transactions. If you regularly chase invoices, process payroll or handle many payments, compare software that supports those tasks. Ask your bookkeeper or accountant which records they need from you.
2. Set up sales, expenses and document storage. For each entry, record the date, customer or supplier, what the transaction was for and the amount. Give each sales invoice a unique number and track its due date and payment status. Save receipts and invoices where you can find them from the matching entry, including cash purchases.
3. Check the tax settings. Confirm your GST registration status before setting up invoice templates or tax categories. If you are unsure how to record a transaction, flag it for your bookkeeper or accountant.
4. Match the records to the money. Set a weekly time to compare your entries with the bank account from task 19. When a payment arrives for an existing invoice, match it to that invoice so the sale is counted once. Follow up on missing receipts and overdue invoices.

How Rykon can help

Once you and your accountant have chosen the system and agreed on the settings, Rykon can connect your website, booking form or payment platform to it. For example, a paid website booking could create a sales record with the booking reference attached, so you can trace the payment without entering the sale twice.

Mark this task complete when you can record a sale and an expense, find their supporting documents and match a payment to the correct invoice.

1. Work out what one sale costs you. Start with one offer from task 2. For a service, count time spent on preparation, travel, delivery and follow-up. Multiply those hours by what you need to earn per hour, then add materials and a share of running costs. For a product, include what it costs to make or buy, pack and deliver.
2. Choose a price and check what is left. Subtract your cost from the proposed price. For example, if a job costs $90 including your time and you charge $120, that leaves $30, or 25% of the selling price. Compare your offer with the alternatives from task 4, accounting for differences such as travel or supplies included in the price.
3. Write down exactly what the customer gets. State the price, whether it is per item, visit or hour, and what is included. One package is enough to start. Add a second option when it meets a different need for a customer from task 3. If the scope varies too much for a fixed price, say what you need to prepare a quote.
4. Test the price against a realistic order. Try a typical booking and one that takes longer or uses more materials. Decide which extras carry a charge and show that charge before the customer books.

How Rykon can help

Give Rykon your approved prices, inclusions and rules for extras. Rykon can turn them into a website pricing table or build an estimator that updates the total as customers select options. You retain control of the prices and margins.

Mark this task complete when you can explain how a typical sale covers your costs and a customer can tell what they will pay, what is included and when they need a quote.

1. Choose when payment is due. Use your packages from task 21. A one-off service might be payable on completion. For an invoiced job, specify both the time allowed and when it starts, such as within 7 calendar days of the invoice date.
2. Define any deposits or stages. Write down the amount or percentage due at each stage and what triggers it. Check that all stages add up to the agreed price and that any deposit comes off the final balance.
3. Plan your overdue follow-up. Decide who checks unpaid invoices and when they send a reminder. Include the invoice number, outstanding balance, original due date and a contact for questions. Have a solicitor review any proposed late fees or debt recovery clauses before you rely on them.
4. Use the same terms everywhere. Put them on the quote or booking form before the customer agrees. Carry them through to the invoice and show the actual due date. Rykon can set up your approved wording and due-date rules in your digital forms and templates.

Mark this task complete when a customer can tell, before accepting the job, how much they will owe and when each payment is due.

1. Choose the right invoice type. If you are not registered for GST, use the heading Invoice and do not charge GST. If you are registered and make taxable sales, set up a Tax Invoice that shows which items are taxable and how much GST is payable. An accountant can check your tax settings before the first invoice goes out.
2. Set up the business and customer fields. Add your business identity, ABN and contact details. Include fields for the customer's name, a unique invoice number, the issue date and the due date. For a tax invoice of $1,000 or more, include the buyer's identity or ABN.
3. Make the balance easy to check. Give each product or service its own line with a description, quantity where applicable and price. Show the total, any deposit already paid and the balance due. Leave a clear place for the payment instructions you will confirm in task 24.
4. Test a sample before sending it. Use a package from task 21 and the payment terms from task 22. Check the maths and due date, then open the invoice on your phone. Rykon can apply your branding and lay out the PDF or email so the amount due is easy to find.

Mark this task complete when you can generate a sample invoice with the correct business details, tax treatment, balance and due date.

1. Choose the payment methods you will accept. Start with a method that suits how customers buy. For example, an invoiced job might use bank transfer, while an online booking might use a card payment link. Confirm any fees with your bank or provider.
2. Write the exact steps for each method. For bank transfers, verify the account name, BSB and account number against the account from task 19. Tell customers to use their invoice number as the reference. For card payments, use a clearly labelled link that opens your payment provider's checkout.
3. Put the instructions beside the balance due. Update the invoice template from task 23 and the email that delivers it. Rykon can add an approved checkout or payment link to your website and pass the invoice or booking reference into your system.
4. Test both sides of the payment. For a transfer, verify that a test payment arrives with the expected reference. For an online checkout, use the provider's test mode to check the amount, confirmation and invoice match before enabling live payments.

Mark this task complete when a customer can follow the instructions without asking for details and you can match the resulting payment to their invoice.

1. Choose an address customers can type. Start with the name you checked in task 6. Say the full address aloud and ask someone to type it. If you have to explain a hyphen, number or unusual spelling, try a simpler version.
2. Check availability and eligibility. Search for the exact address with a domain provider. For .com.au, check auDA's eligibility rules. Your business must qualify as a commercial entity with an Australian presence, and the chosen name must meet the allocation rules. An active ABN or ACN is a common way to demonstrate eligibility.
3. Check the renewal price and register. Compare the first-year price with the ongoing annual cost. Enter the person or entity running the business as the domain holder, also called the registrant. Use a contact email you control and can access even if the new domain stops working.
4. Keep access and renewal details. Sign in to the provider account, check the holder details, enable two-factor authentication and save the expiry date. If you turn on automatic renewal, check which payment method will be charged.

How Rykon can help

Send Rykon your preferred spelling and tell us whether you already use the domain for email. Rykon can check alternatives, guide registration in your business's name and use delegated access to connect the domain to your website or email provider. If email is already live, Rykon can check the existing settings before changing the website connection and test that mail still works afterwards.

Mark this task complete when your domain is registered to the correct holder, you can access the provider account and you know when and how it will renew.

1. Choose a plan around the work your team does. List who needs business email, shared files, meetings or Office apps installed on a computer. For example, Business Basic may suit someone who works in a browser, while someone who needs desktop Word and Excel should compare Business Standard.
2. Set up the subscription under business control. If the business already uses Microsoft 365, ask the current administrator to open the existing workspace. For a new subscription, record who manages billing, who has administrator access and how the business can recover access if that person leaves.
3. Verify the domain from task 25. Follow the Microsoft 365 setup wizard to add the verification record to your domain settings. If you already receive email on this domain, leave incoming mail pointed at the current provider until the mailboxes and addresses are ready in task 27.
4. Give each person their own sign-in. Assign the licence and file access they need, set up multi-factor authentication and limit administrator access to the people who manage the workspace. Ask one staff member to sign in and open a shared work file.

How Rykon can help

Give Rykon your staff list, the apps each person needs and the name of your current email provider. Rykon can configure the accounts, domain and access settings, then walk your nominated administrator through adding a staff member or removing access.

Mark this task complete when the business controls billing and administrator access, the domain is verified and staff can sign in to the services they need.

1. Choose where email will be hosted. If your Microsoft 365 plan from task 26 includes email, use that service. You can also complete this task with another business email provider using the domain from task 25.
2. Decide where each address should deliver. Give each person who needs an inbox their own account. If one person handles enquiries, hello@ can be an alias that delivers to their inbox. If several people need to read and reply as hello@, set up a shared inbox and give each person access through their own sign-in.
3. Prepare before switching delivery. If you are moving providers, list every current address, alias and forwarding rule. Recreate the ones you need and plan how to copy old messages. Changing the delivery record only redirects new mail.
4. Connect and test the domain. Once the inboxes are ready, add the provider's mail delivery record (MX) and configure its sender verification settings (SPF, DKIM and DMARC). From an outside email account, send a message to each public address. Reply from the business inbox and check which address the customer sees.

How Rykon can help

Tell Rykon which addresses you advertise, who should answer each one and whether your website sends booking confirmations or contact forms. Rykon can set up the mailboxes, coordinate the switch and test both staff replies and website emails before you close the old service.

Mark this task complete when customers can email each published address, the right person receives it and a reply arrives from the intended business address.

1. Choose the main action you want a visitor to take. Be specific: request a quote, book a visit, call the office or buy a product. Decide what should happen afterwards. For a quote request, that means knowing what details you need, who receives the enquiry and what the customer sees after pressing Send.
2. Plan pages around the questions customers ask. Start with What do you do? Do you serve someone like me? and How do I get started? A business with one straightforward offer may answer all three on one page. If customers compare several services, give each service its own page with its inclusions, relevant work and next step.
3. Gather the material that makes the site yours. Bring together your logo and brand guide from task 8, introduction from task 9, service descriptions, service areas and contact details. Add real work photos or a short project example you have permission to publish. Use questions from past enquiries to fill gaps in the copy.
4. Build and review a working preview. If you are building it yourself, start with one complete page and its enquiry or purchase process before repeating the layout. Ask someone unfamiliar with the business to use the preview on their phone: can they find the right service, read the details and take the next step unaided? Also check that links, menus and forms can be used with a keyboard.
5. Launch on your domain and test a real customer journey. Connect the domain from task 25, check that the live site opens over HTTPS and confirm existing business email still works. Submit an enquiry from a phone and follow it all the way to the person who handles it. For a booking or store, test the reservation or checkout and its confirmation instead.

How Rykon can help

Send Rykon your domain, current branding, service list and the action you want a customer to take. If you already have a site, include its address and one example of something customers struggle to do. Rykon can use that brief to propose a page plan and a fixed scope covering what will be built, what content you need to supply and what it will cost.

Rykon can design and develop the approved pages, build enquiry forms or booking integrations, and set up search foundations such as descriptive page titles and a sitemap. You can review a working preview before launch. At handover, agree who will receive enquiries, how content changes will be made and what ongoing hosting or maintenance includes.

Mark this task complete when the website is live on your domain, a customer can complete its main action on a phone and the right person receives the result.

1. Choose the details customers need. Start with your name, role, business name and preferred contact number. Add your website or booking link if it is live. For a shared inbox such as bookings@, use a team name that makes sense to the customer.
2. Make one reusable template. Use the colours and logo from task 8. Keep the logo small and write names, numbers and links as selectable text so customers can still read and copy them when images are hidden.
3. Add it to each sending account. Open the signature settings in the email app used for task 27. Personalise the template for each sender and choose a default for new messages. A shorter version with just a name and phone number works well for replies.
4. Send a test outside the business. Open it on a phone, tap the number and any links, then reply to check the signature appears as intended. Repeat from any mobile app or shared inbox the team regularly sends from.

How Rykon can help

Send Rykon your logo, staff details and a list of the email apps your team uses. Rykon can design the template, configure it for the team and provide an editable copy so you can update a phone number or add a new starter.

Mark this task complete when each sending account has the correct signature and its contact details have been checked in a received email.

1. Verify the website with Google. Open Google Search Console with an account the business controls. Choose Domain, enter your domain without https://, and follow the instructions to add the verification record to your domain settings. Leave the record in place after verification.
2. Connect the site to Bing. Sign in to Bing Webmaster Tools. Import the verified site from Search Console or use Bing's verification process. Keep the owner’s access under business control and invite whoever will manage the site.
3. Submit the sitemap. Ask your developer for the live sitemap address, often /sitemap.xml. Open it to check it lists the live website, then submit it in both tools. Check that each tool can read it.
4. Inspect two important pages. Enter the full address of your homepage and one service page into each tool's URL inspection feature. If a page is missing, read the reported reason. A new page may need time. A page accidentally set to noindex needs a website change before it can appear in search.

How Rykon can help

Rykon can handle domain verification, submit the sitemap and investigate pages that search engines cannot access or index. Ask for a handover showing how to inspect a new page yourself and where to find any outstanding issues.

Mark this task complete when the business can access both tools, each tool can read the sitemap and you have checked the status of your main pages.

1. Start with a real customer question. Pick one service you want more enquiries for. Write down what customers call it and what they ask before booking. Use the page that best fits that question, or create one if the answer has no clear home.
2. Answer the question on the page. Explain who the service suits, what is included, where you deliver it and how to get a price. Add a useful detail from your own work, such as a project photo, a typical turnaround time or a common exclusion.
3. Help people find and recognise the page. Give it a clear page title and main heading that name the service. Write a short, accurate search description and link to the page from a relevant part of your website using descriptive words such as fortnightly home cleaning. Finish with a clear next step.
4. Check the result. Read the published page on your phone and try the enquiry link. If you have completed task 30, use Search Console over time to see which searches show the page. Use those searches and customer feedback to decide what to explain better.

How Rykon can help

Give Rykon your priority services, service areas and a few questions from recent enquiries. Rykon can review the existing pages, identify gaps, draft content for your approval and implement titles, headings and links. You confirm that the service details and claims match what your business delivers.

Mark this task complete when your priority pages are published, each answers a distinct customer need and the next step works.

1. Work backwards from the reply. Ask the person who handles enquiries what they need to take the next step. A general enquiry may only need a name, email and message. For a quote, add questions that change the answer, such as the service, suburb or quantity.
2. Make the form easy to complete. Give each field a visible label, mark the required fields and ask for only the contact details you will use. Choose a button label that describes the action, such as Request a quote.
3. Decide where enquiries go. Choose a monitored inbox from task 27 and assign someone to follow up. Set the notification's reply address to the customer's email. Show a confirmation after a successful submission that tells the customer what happens next.
4. Test the full journey. Submit from a phone using an outside email address. Check that the right inbox receives the details and that replying reaches the customer. Try leaving a required field blank and confirm the form explains what to fix while keeping the answers already entered.

How Rykon can help

Rykon can design and build the form, check submissions on the server, add spam protection and route enquiries to the right inbox or CRM. For a quote form, Rykon can show follow-up questions only when they apply to the service selected.

Mark this task complete when a customer can submit the live form, see a confirmation and receive a reply from the person responsible.

1. Check eligibility. Start with how customers meet your business. A shop that serves customers on site or a cleaner who visits customer homes can generally qualify. If your business operates entirely online and has no in-person customer contact, record that this listing does not apply.
2. Look for an existing listing. Search your business name and suburb in Google Maps. If you find the business, claim it or request access from the current owner. If there is no listing, add a Business Profile using an account the business controls.
3. Enter the details a customer needs. Use your real business name, choose the category that best describes your main activity and add your phone, website and hours. If you travel to customers and do not serve them at your address, hide the address and list the areas you actually service.
4. Complete verification and check the public profile. Follow the verification method Google offers. Once the listing is live, open it as a customer and check the call button, website link, hours and displayed location or service area.

How Rykon can help

Rykon can check for an existing listing, help choose a category, prepare the description and photos, and check that the details match your website. Keep the business owner as primary owner, complete verification yourself and invite Rykon as a manager if you want help maintaining the profile.

Mark this task complete when you control the verified profile and have checked its public details, or you have recorded why the business is ineligible.

1. Choose where to start. Think about where your target customers look for recommendations or examples of your work. Start with one platform you can keep up to date.
2. Set up an account you control. Search for an existing page for your business before creating one. Keep administrator access, turn on two-factor authentication and give anyone helping with the page their own access.
3. Complete the profile. Use your business name and the logo from task 8. Write a short bio explaining what you offer and where you work. Add the business email from task 27 or another contact option you check regularly.
4. Publish and test. Add a first post showing a service or product customers can enquire about. Ask someone to open the public page on their phone and send a test enquiry. Check that it reaches you and that you can reply.

Mark this task complete when you control the page and a visitor can see what you offer and contact you.

1. Choose one group to reach. Use the target customers from task 3. Be specific enough to explain why a conversation would be useful, such as local property managers who have asked for end-of-lease cleaning recommendations.
2. Choose when to reach out. Look for an invitation to respond, such as a request for a recommendation or someone asking you to send details. Reply in the place they asked. If someone asks a question publicly, answer it there unless they invite a direct message.
3. Draft a short opening. Refer to what the person asked, give one useful detail and suggest one easy next step. Leave room to personalise the wording for each conversation.
4. Set up a simple tracker. Record the contact, platform, reason for reaching out, last message and agreed next step. Include a way to mark a conversation closed or record that someone has asked you to stop contacting them.

Mark this task complete when you have a clear audience, a sample opening and a tracker ready for your first conversation.

1. Start with a small batch. Choose a few relevant requests or contacts from your tracker. Read the original conversation before replying so you know what each person needs.
2. Answer the actual question. If someone asks whether you cover their suburb, answer that first. Ask only for the detail you need to help them take the next step.
3. Deliver what you promised. If someone asks for a quote, confirm the scope and where they want it sent. Record who will send it and by when. If someone declines or asks you to stop, close the conversation in your tracker.
4. Review the first round. Count replies, quote requests and bookings separately. Read the conversations back and note one change that would make your next reply more useful.

Mark this task complete when you have finished one round of outreach, recorded the outcomes and assigned any follow-ups you promised.

1. Pick one goal and audience. Use the offers from task 2 and the customers from task 3. A goal such as receive five quote enquiries from local homeowners this month tells you what to publish and what to count.
2. Choose a platform and topics. Start with a page from task 34 that your audience uses. List questions people ask before buying, work you can show and details that help someone decide whether the service suits them.
3. Build a four-week calendar. Pick a posting schedule you can maintain. For each post, record the date, topic, photo or text needed, person responsible and next step for the reader. Give yourself time to prepare anything you do not already have.
4. Decide how to measure the goal. For enquiries, keep a tally of messages or ask new customers how they heard about you. Set a review date before the first post goes live.

Mark this task complete when the first month is planned, someone owns each post and you know how you will measure the result.

1. Prepare the next posts from your calendar. Gather the wording, images and links. Check prices and availability, and get permission before sharing a customer's photo, testimonial or identifiable property.
2. Publish and check the customer experience. Open each live post on your phone. Check that the image is readable and try the action you asked readers to take, such as opening a booking page or sending a message. If you run a paid campaign, agree on the budget and end date before launching it.
3. Respond and record enquiries. Check comments and messages regularly. Answer general questions publicly and move booking details into a private conversation. Where you can identify the post that led to an enquiry, record it alongside the outcome.
4. Review the month against your goal. Compare the results with task 37. Look at which posts led to useful conversations, quote requests or bookings. Choose one topic to repeat and one change to test in the next month.

Mark this task complete when you have run the first planned cycle, reviewed the results and updated your next calendar.

1. Choose a directory your buyers use. Think about your last customer. Where might they look for another supplier like you? Try searching a local business directory or an industry association's directory as a customer. Check whether it has a relevant category and whether you meet its listing requirements.
2. Check for an existing listing. Search for your business name, phone number and website. If you find your business, request access to update that listing. Otherwise, create a profile using an email address the business monitors.
3. Write the listing for someone comparing suppliers. Use your capability statement from task 10 to describe your main services and service area in a few sentences. Add your contact details and link to the page from task 28 that best matches the listing. Include your capability statement if the directory accepts it.
4. Test the published listing. Search the directory by service and location, as a buyer would. Open your profile, check the contact details and follow the website link. Save the listing URL, who manages it and any renewal date.

Mark this task complete when at least one relevant listing is live and a buyer can find it, understand what you offer and reach the right person.

1. Start with a buyer you want to supply. For example, visit a council's official website and find its Tenders or Doing business with council page. Follow its supplier registration link. Read a recent tender to check whether the buyer purchases your type of work and what terms it uses to describe it.
2. Register the correct business. Use the legal entity and ABN from task 15, your trading name where requested and a monitored tender email address. Add the services, delivery areas and capability statement from task 10. Supply any requested evidence and check whether a separate approval is needed for a supplier panel.
3. Test your search before saving it. Choose categories, keywords and regions that match the work you can deliver. Compare the results with the recent tender you found. If it falls outside your search, check which category or wording the buyer used and adjust your filters.
4. Assign someone to check opportunities. Enable relevant alerts where available or schedule a regular search. Have the person responsible open a tender notice and find the scope, mandatory requirements, closing date and submission instructions.

Mark this task complete when your supplier account is active and someone in the business can find a relevant notice and decide whether it is worth pursuing.

1. Choose the audience and purpose. Start with one customer group from task 3. Write down what they agreed to receive, such as a capability statement after a meeting or occasional service updates. A request for one document only covers that request.
2. Record permission before adding a contact. For commercial email in Australia, you need express consent or a valid basis for inferred consent. A published work email address alone does not establish consent. In your tracker, record the contact, email address, date, how you obtained permission and what it covers. If permission is unclear, leave the address off your sending list.
3. Draft a message that matches the permission. Use the business introduction from task 9 and the inbox from task 27. Write a specific subject line, explain why you are getting in touch and give the reader one clear next step. Identify the business, include current contact details and give recipients an easy way to unsubscribe, such as replying unsubscribe to a monitored inbox.
4. Test replies and opt-outs. Send the template to an inbox you control. Reply with a question, then test the unsubscribe instruction. Assign someone to handle both, record any agreed follow-up and exclude opted-out addresses from future sends. Keep the unsubscribe method working for at least 30 days after sending and action unsubscribe requests within five working days.

Mark this task complete when you can show why each contact may receive the planned email and a test confirms that both replies and unsubscribes reach the person responsible.

1. Choose a tool that fits your sales process. Start with a recent enquiry and trace it from first contact to a booking or sale. A spreadsheet may suit one person handling a few leads. A shared CRM is useful when several people handle enquiries or need reminders.
2. Use stages your team can recognise. Start with New enquiry, In discussion, Quote sent, Won and Lost. Agree on what moves a lead forward. For example, move it to Quote sent when the customer actually receives the quote.
3. Give each open enquiry an owner and a next step. Record the customer's name, contact details, service requested, latest conversation, sales stage, person responsible and next action date. Track separate jobs from a returning customer so you can follow each one through to its own outcome.
4. Test a follow-up. Enter a sample enquiry, record a reply from your business inbox and schedule the next action. Open the list of follow-ups due this week. Check that the person responsible can see who to contact, why and when.

How Rykon can help

Show Rykon how you currently handle a lead, including where details get lost or follow-ups are missed. Rykon can configure the stages, fields and reminders in a suitable CRM, import existing contacts or build a custom workflow where needed.

Mark this task complete when you can open the CRM and see every active enquiry, its current stage and the next action due.

1. Match the form fields to the CRM. Open the form from task 32 beside the CRM from task 42. Decide where each answer belongs. A name and email belong to the contact; the service requested, message and submission date belong to the enquiry.
2. Set the routing rules. Choose the starting stage, the person or team responsible and how they will be notified. Label the source clearly, such as Website quote form, so staff know what the customer submitted before replying.
3. Connect the form and plan for interruptions. Use a supported connector or a custom integration. Keep a recoverable copy of accepted submissions and alert someone if delivery to the CRM fails. Retrying the same submission should create only one enquiry, while a genuinely new request from the same customer should create another.
4. Test from the customer's side. Submit the live form with a test address. Check the confirmation, contact details, message, sales stage and assigned owner. Then submit a different request with the same address and confirm both enquiries are visible under the same contact.

How Rykon can help

Rykon can map the fields, build the connection and route enquiries by service or form. As part of handover, Rykon can test a failed delivery and show your team where to find and retry it without creating a duplicate.

Mark this task complete when a live submission reaches the correct CRM owner with the full message, and your team knows how to recover a failed delivery.

1. Separate business details from job details. Use the branding from task 8 and save your business name and contact details in the template. Leave fields for the customer, job location, quote number, issue date and expiry date.
2. Describe work the customer can recognise. Give each item a quantity, description and price using the offers from task 21. State important inclusions and exclusions. List optional extras separately so the customer can see which items are included in the quoted total.
3. Show the total and the next step. Make any applicable GST clear, state when you can do the work and carry across the payment terms from task 22. If a deposit applies, show the deposit and remaining balance. Tell the customer how to accept and ask them to include the quote number in their reply.
4. Test it with a typical job. Change a quantity, add an optional extra and check the totals. Export the customer copy and open it on your phone. Keep the editable master separate so the next quote starts with blank customer details.

How Rykon can help

Give Rykon a typical job, your price list and your payment terms. Rykon can design a branded template or build a workflow where selecting services calculates the total and produces a customer-ready PDF for you to review.

Mark this task complete when you can produce a quote with the correct scope, total, timing and acceptance instructions without rebuilding it for each customer.

1. Start with the customer's problem. Leave prompts for what the customer wants to achieve, how they handle it today and what a good result would look like. Fill these in from the customer's brief or your conversation before drafting the rest of the proposal.
2. Connect the recommendation to the work. Explain why you recommend this approach, then list what the customer will receive at each stage. Record the timing, anything the customer must supply and what falls outside the scope. Use one relevant project or credential from your capability statement in task 10 to show why your business is suited to the work.
3. Make the decision clear. Use the pricing from task 21 and payment terms from task 22. Show the total for the recommended option, when each payment is due and how the customer can approve it. If you offer another option, explain what changes in the deliverables and price.
4. Build and test the master copy. Apply the branding from task 8 and mark customer-specific fields clearly. Fill it out for a sample project, export the PDF and check for leftover prompts, old client names and totals that no longer match the scope.

How Rykon can help

Share an existing proposal, your capability statement and the questions you ask during discovery. Rykon can create an editable branded template or build a workflow that turns those answers into a Word or PDF draft. Your team reviews the scope, claims and pricing before sending it.

Mark this task complete when you can turn a customer brief into a proposal that explains the recommendation, defines the work and gives the customer a clear decision to make.

1. Start with the accepted quote. Bring across the quote number, agreed scope, price and client details from task 44. List what your team still needs before work can start. Ask the client only for information they have not already supplied.
2. Write a short welcome email. Name the person looking after the job, confirm the start date or explain how it will be booked, and list the client's next actions in order. If the quote requires a deposit, include the agreed amount, due date and payment instructions from task 24.
3. Create an intake form and a team checklist. Keep the client form short. Ask for practical details such as the site contact, access arrangements or who can approve work. On the team checklist, give each item an owner so someone checks the answers, confirms any payment due and tells the client when the job is ready.
4. Try the pack on a sample booking. Read it first as the client: can you tell what to do and by when? Then read it as the person delivering the job: can you find the agreed scope, start details and contact person in one place?

Mark this task complete when you can take an accepted quote, send the pack and use the returned details to confirm the job is ready to start.

1. Start with a relevant tender. Choose one from a platform in task 40. Read the response instructions and list the buyer's questions, mandatory requirements, word limits, attachments and closing time. If the buyer supplies a workbook or response form, use it for the submission.
2. Build a folder of reusable material. Start with verified company details and relevant sections from the proposal template in task 45. Add project examples, team qualifications and current certificates. Label each document with its owner and any expiry date so the next person can check it before use.
3. Create a response tracker. Give each buyer question one row. Record its reference number, who will answer it, what evidence supports the answer and where it belongs in the submission. For an experience question, prompt the writer to explain what the team delivered, the result and how it relates to this buyer's work.
4. Test the template before a live deadline. Complete one section against the sample tender. Ask a reviewer to match the answer and its evidence to the buyer's question. Add a final checklist for missing answers, current attachments, pricing, sign-off and the portal deadline, including its time zone.

Mark this task complete when another team member can use the template to find the right evidence, draft a buyer-specific answer and identify anything still missing.