Business Name Change Checklist

4.8/5 with 205 votes
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Toggle New Business Name status

New Business Name

Toggle Choose a new business name. status

Choose a new business name.

Toggle Set goals around the attributes of the new name. status

Set goals around the attributes of the new name.

Toggle Check if your chosen name is not taken. status

Check if your chosen name is not taken.

Toggle Select a group of trusted customers and talked to them about the new business name. status

Select a group of trusted customers and talked to them about the new business name.

Toggle Pass a resolution to change the company's name to the company's directors. status

Pass a resolution to change the company's name to the company's directors.

Toggle Register your new business name with your state attorney general. status

Register your new business name with your state attorney general.

Toggle Changing Business Name status

Changing Business Name

Toggle Change the name on the automatic answering telephone. status

Change the name on the automatic answering telephone.

Toggle Ask each employee to re-record their voicemail if they use the company name. status

Ask each employee to re-record their voicemail if they use the company name.

Toggle Change the name on the logo of the web site. status

Change the name on the logo of the web site.

Toggle Update all the pages on the website. status

Update all the pages on the website.

Toggle Get the domain for the new name and redirect the old site. status

Get the domain for the new name and redirect the old site.

Toggle Leave a 'trail' in the meta tag description and keyword of the old name. status

Leave a 'trail' in the meta tag description and keyword of the old name.

Toggle 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. status

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.

Toggle Make it into a celebration so the old time employees have closure. status

Make it into a celebration so the old time employees have closure.

Toggle Write a press release and post it on your website explaining why. status

Write a press release and post it on your website explaining why.

Toggle Update your listings in directories. status

Update your listings in directories.

Toggle Post a press release on PRWeb, PRNewswire and the like. status

Post a press release on PRWeb, PRNewswire and the like.

Toggle Send a letter to all your customers: current, former and potential. status

Send a letter to all your customers: current, former and potential.

Toggle Make sure all the employees know, especially the ones off site. status

Make sure all the employees know, especially the ones off site.

Toggle Send a letter and email to all your vendors. status

Send a letter and email to all your vendors.

Toggle Order a new sign for out front. status

Order a new sign for out front.

Toggle Get a trinket: mousepads, tshirts, pens, baseball caps as appropriate. status

Get a trinket: mousepads, tshirts, pens, baseball caps as appropriate.

Download or Print this Business Name Change Checklist

Get a printable version of this checklist in your preferred format: PDF, Word, Excel, or print directly from your browser.

Presented by:

Jake R Brady

Jake R Brady

Stats

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64

Uses

2

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:

  1. Start by saving it - save as a Template if you'll reuse it, or as a Checklist if it's a one-off project.
  2. Customize it once for your workflow - remove what doesn't apply and add your team-specific steps.
  3. Assign ownership and execute - set owners/due dates where needed and track completion as work happens.
  4. Reuse without rebuilding - when Business Name Change comes up again, start from your saved version and run it with clear ownership.

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Scores 4.80 with 205 votes

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