Business Name Change Checklist
4.8/5 with 205 votes
Table of Contents
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- New Business Name
- Choose a new business name.
- Set goals around the attributes of the new name.
- Check if your chosen name is not taken.
- Select a group of trusted customers and talked to them about the new business name.
- Pass a resolution to change the company's name to the company's directors.
- Register your new business name with your state attorney general.
- Changing Business Name
- Change the name on the automatic answering telephone.
- Ask each employee to re-record their voicemail if they use the company name.
- Change the name on the logo of the web site.
- Update all the pages on the website.
- Get the domain for the new name and redirect the old site.
- Leave a 'trail' in the meta tag description and keyword of the old name.
- Have a transition on the return address of the envelopes so you don't lose your cash flow when your customers throw away your invoices.
- Make it into a celebration so the old time employees have closure.
- Write a press release and post it on your website explaining why.
- Update your listings in directories.
- Post a press release on PRWeb, PRNewswire and the like.
- Send a letter to all your customers: current, former and potential.
- Make sure all the employees know, especially the ones off site.
- Send a letter and email to all your vendors.
- Order a new sign for out front.
- Get a trinket: mousepads, tshirts, pens, baseball caps as appropriate.
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Presented by:
Jake R Brady
Stats
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Views: 115
Uses
2
Uses: 2
Tasks
24
Tasks: 24
Who it's for
This Business Name Change Checklist is for teams that want consistent execution, less rework, and clear ownership.
- Standardize quality - run the same Business Name Change steps every time, regardless of who executes
- Save time - reuse a proven Business Name Change workflow instead of rebuilding processes from scratch
- Improve accountability - assign owners and see what's done vs. what's pending
- Onboard faster - use the Business Name Change checklist as the SOP and training guide
- Coordinate across roles - handoffs are clear and everyone works from the same source of truth
How to use it
How to use this Business Name Change Checklist:
- Start by saving it - save as a Template if you'll reuse it, or as a Checklist if it's a one-off project.
- Customize it once for your workflow - remove what doesn't apply and add your team-specific steps.
- Assign ownership and execute - set owners/due dates where needed and track completion as work happens.
- Reuse without rebuilding - when Business Name Change comes up again, start from your saved version and run it with clear ownership.
Rate this Checklist
5 stars
Scores 4.80 with 205 votes