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DOCORPORATE / GUIDES

Set up your first business

Build the profile, gather the links, add people and dates.

THE TAKEAWAY

Start with a business profile. Gather the asset links. Identify an owner for each item. Then add the dates you need to keep in view.

01

Add the business profile

Start with its name and the details you need to recognize it.

Before moving on: confirm the business is recognizable.
02

Gather the asset links

Add your domain, website and email first. Then add the other services and agreements you need to keep in view.

EXAMPLE / ACME SUPPLY CO.
Asset
Business domain
Reference
[DOMAIN MANAGEMENT LINK]
Responsible role
[ASSIGNED ROLE]
Next review
[REVIEW DATE]
Illustrative fields. No passwords or keys.
Before moving on: check the links point to their original source.
03

Add people and dates

Identify who looks after each item. Add any known renewal or review date.

Before moving on: confirm the person or role responsible.
04

Check the overview

Look for missing links, unclear ownership and dates that need confirmation.

Before moving on: review the information for gaps.
YOUR NEXT STEP

Build a starting inventory.

Start small. Confirm the information. Then work through the next item.

YOUR NEXT STEP

Bring it into
one clear view.

Get started ↗
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