Complimentary resource
The Credit Business Startup Checklist
Everything to put in place first — structure, operations, brand and presence, offer and sales — in the order that keeps you from doing the same work twice.
CREDIT BUSINESS STARTUP CHECKLIST Lux Financial Clinic — Credit Business in a Box LEGAL & STRUCTURE [ ] Choose your business name and confirm availability [ ] Register your business entity (LLC recommended — confirm with your advisor) [ ] Obtain your EIN from the IRS [ ] Open a dedicated business bank account [ ] Review your state's requirements for credit services organizations [ ] Put your service agreement and disclosures in place (attorney reviewed) OPERATIONS [ ] Set up your business email and phone number [ ] Set up your CRM and lead pipeline [ ] Set up your booking calendar [ ] Create your client onboarding workflow [ ] Create your document storage and organization system BRAND & PRESENCE [ ] Finalize logo, colors, and brand voice [ ] Publish your website with lead capture [ ] Connect your website forms to your CRM [ ] Set up your social media profiles OFFER & SALES [ ] Define your service packages and pricing [ ] Prepare your consultation script [ ] Prepare your follow-up email and SMS templates This checklist is a starting framework, not legal advice. Confirm requirements in your state.
Want the whole system, not just the list?
The Credit Business in a Box includes the business plan workbook, operations manual, SOPs, client journey templates, sales scripts, marketing assets, forms and your implementation roadmap.
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