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THE ULTIMATE DESIGN BIZ OPERATIONS MANUALIn case of emergency, break open and follow instructions.
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BUSINESS NAME:______________________
Date Created:________________________________
Created by:__________________________________
Special Notes:
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SECTION 1: LEGAL
Incorporation Documents
Emergency Information
DBA State Comptroller
Document
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INCORPORATION DOCUMENTS & EMERGENCY INFORMATION
EIN or Tax ID #
Owner’s Name
Address
Phone & Fax
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INCORPORATION DOCUMENTS & EMERGENCY INFORMATION
Legal Entity of the Business
Business Attorney
Insurance Provider
Trademarks And Copyright Information
Note: Place all incorporation or DBA documents in this section.
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EMERGENCY INFORMATION
In the event that I am unable to operate my business, please follow the instructions below:
Contact These People: (List people your
family should contact for help with your business, and/or to notify them of the situation)
Other Instructions:
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SECTION 2: VENDORS, SUBS & OUTSOURCING
Support Team Information Systems & Processes
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SUPPORT TEAM
Names Contact Information Function
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SYSTEMS & PROCESSES
Record Keeping and Accounting Expenses Recording Tax Payments Utilities Telephone Other Overhead
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SCHEDULE
Time Working Vacation Time Filing System
Paper Filing Computer Filing
Office Supplies
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TRAVEL
Airline Car Rental Programs Miles Programs
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OFFICE PROCEDURES
Daily Procedures Weekly Procedures Monthly Procedures Annual Procedures
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SECTION 3: ADMINISTRATIVE PROCEDURES
Customers Internal Office
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CUSTOMER SUPPORT
Customer Support Product Shipments Product Inventory
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INTERNAL OFFICE
Prospect Calls Beginning a Client Relationship Tools
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SECTION FOUR: BUSINESS PROCEDURES
Products and Services
Marketing
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PRODUCTS AND SERVICES
Products
Services
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PARTNERSHIPS AND JOINT VENTURES
Advertising
Affiliate Programs
Target Audience
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PROMOTIONS
Free Giveaways
PromotionsFree GiveawaysDiscounts
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NEWSLETTER PUBLISHING
Provider Frequency of your publication Format Location of archive Mailing List
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SECTION FIVE: ACCOUNT INFORMATION
Providers and Vendors
User Names and Passwords
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ACCOUNTS
Hosting Account Provider
Domain Name Registrar (List domains)
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ACCOUNTS
Shopping Cart Provider
Merchant Account Provider
Bank Name and Account
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ACCOUNTS
Online Banking Information Memberships and Associations E-mail Information Internet Access Provider PayPal Account
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ACCOUNTS
Instant Messenger
Printer
Article Directories
Online Forums
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ACCOUNTS
Logo Design
ComputerSoftware ProgramsData Backup SystemOther Business Equipment
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