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Startup Readiness

Updated: 2026-06-05

Checklist of what is missing before the company is truly ready to sell and deliver reliably.


Operating Rule

Do not wait for perfection, but do separate what is required before the first real sale from what can mature later.

Required Before First Sale

Area Minimum needed Owner
Target customer Clear ICP: who we serve first, their pain, and why we can win. Terry
Service packages 2-3 sellable offers with scope boundaries and example deliverables. Terry + Sales
Pricing Internal pricing guidance and minimum acceptable project size. Terry + Finance
Proposal/SOW Simple template covering scope, timeline, price, acceptance, payment, and change requests. Terry
Legal/admin Entity path, bank/payment method, invoicing flow, tax/accounting support, and basic contract terms. Terry
Security/privacy Secrets handling, client data rules, access control, and incident contact. Terry + Dev
Delivery model Acceptance criteria, handoff process, support expectations, and feedback loop. Terry + Dev/Consulting
Sales assets Website or intro page, intro deck, case-study template, FAQ/objection bank. Sales
Finance records Budget, invoice record, expense categories, and monthly review cadence. Finance

Internal Launch Round

Start with Launch Kit v0. This is the first internal launch artifact and should produce the minimum commercial front door:

  • ICP hypothesis
  • 2-3 service packages
  • pricing bands and minimum project size
  • intro page outline
  • FAQ and objection bank
  • proposal/SOW template
  • internal proof case study

Can Wait Until Later

Area Why it can wait
Full brand system Useful, but basic positioning and credible assets are enough for first sale.
Formal HR process Not needed until teammates or contractors are active.
Enterprise compliance Start with practical security; add compliance only when a client requires it.
CRM software wiki/sales/pipeline.md is enough until lead volume grows.
Semantic wiki search Index-first retrieval is enough for v1.
Automated agent orchestration Human-triggered workflows keep cost and risk controlled.

Monthly Readiness Review

At the monthly company review:

  • Mark each required area as ready, partial, or missing.
  • Pick the top 1-2 readiness gaps for the next month.
  • Log strategic decisions in Company Knowledge.