Cafe Startup Checklist

4.8/5 with 306 votes
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Toggle Starting a Cafe status

Starting a Cafe

Toggle Consider a cafe franchise. status

Consider a cafe franchise.

Toggle Learn how to run a cafe business. status

Learn how to run a cafe business.

Toggle Obtain the necessary business licenses. status

Obtain the necessary business licenses.

Toggle Put together a business plan. status

Put together a business plan.

Toggle Set up a business bank account with your local bank. status

Set up a business bank account with your local bank.

Toggle Keep your coffee business and personal finances separate. status

Keep your coffee business and personal finances separate.

Toggle Arrange a meeting with an accountant to discuss tax strategies and ways to maximize your business tax deductions. status

Arrange a meeting with an accountant to discuss tax strategies and ways to maximize your business tax deductions.

Toggle File your business name with the county clerk. status

File your business name with the county clerk.

Toggle Meet with an insurance agent to discuss insurance you may need for your cafe. status

Meet with an insurance agent to discuss insurance you may need for your cafe.

Toggle Find a suitable business location. status

Find a suitable business location.

Toggle Acquire equipment. status

Acquire equipment.

Toggle Set up your business phone system. status

Set up your business phone system.

Toggle Find a coffee bean supplier. status

Find a coffee bean supplier.

Toggle Get a website. status

Get a website.

Toggle Cafe Marketing status

Cafe Marketing

Toggle Order business cards. status

Order business cards.

Toggle Advertise in your local yellow pages. status

Advertise in your local yellow pages.

Toggle Place ads in newspapers and neighborhood mailers. status

Place ads in newspapers and neighborhood mailers.

Toggle Send a press release or "letter" to your local paper announcing the grand opening of your new business. status

Send a press release or "letter" to your local paper announcing the grand opening of your new business.

Toggle Hold an event and tie it in with your grand opening. status

Hold an event and tie it in with your grand opening.

Toggle Offer coupons in neighborhood mailers or local newspapers to attract new customers. status

Offer coupons in neighborhood mailers or local newspapers to attract new customers.

Download or Print this Cafe Startup 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

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Who it's for

This Cafe Startup Checklist is for teams that want consistent execution, less rework, and clear ownership.

  • Standardize quality - run the same Cafe Startup steps every time, regardless of who executes
  • Save time - reuse a proven Cafe Startup workflow instead of rebuilding processes from scratch
  • Improve accountability - assign owners and see what's done vs. what's pending
  • Onboard faster - use the Cafe Startup 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 Cafe Startup 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 Cafe Startup comes up again, start from your saved version and run it with clear ownership.

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5 stars
Scores 4.80 with 306 votes

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