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YOUR IDEA, BUILT STEP BY STEP

A bigger future.
A clear next step.

50 requirements. Seven connected stages. Explore what your business needs, make decisions and build at your own pace.

01—50English / EspañolComplete guide
One idea. A richer human life.
50/50
01

Purpose & validation

Find the people and problem behind your idea.

01—4
01

Clear business purpose and value proposition

R00

Write who you help, the problem you solve and the benefit you offer. Separate your promise from outcomes you have not proven.

What you will prepare

A one-sentence value proposition and a problem statement.

Fictional example

Bicycle repairs for commuters who need reliable transport.

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02

Defined target audience

R01

Choose your first customer segment. Describe its location, needs, buying context and current alternatives.

What you will prepare

A focused customer profile with assumptions to investigate.

Fictional example

People commuting by bicycle within one neighborhood.

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03

Validated products or services

R02

List what you believe about demand, then plan interviews or a small trial. Record the actual findings and what remains unknown.

What you will prepare

A validation log separating hypotheses, evidence and decisions.

Fictional example

Hypothesis: customers value same-day repairs. No interviews completed yet.

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04

Business model and revenue strategy

R03

Define who pays, what they pay for, how often and your main costs. Label estimated amounts and avoid treating revenue as profit.

What you will prepare

A revenue model with cost assumptions and a simple unit-economics worksheet.

Fictional example

A service fee per repair, with parts and labor tracked separately.

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02

Brand & website

Give your business a clear, memorable presence.

05—11
05

Brand identity and domain name

R04

Choose a name, voice, colors and visual direction. Record domain candidates, ownership and renewal costs before buying anything.

What you will prepare

A brand brief and a domain decision awaiting availability and rights checks.

Fictional example

Ruta Viva: welcoming service, clear blue identity, domain still unverified.

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06

Professional mobile-friendly website

R05

Build from the approved blueprint. Compare the template, assisted and Full AI options, then review desktop and mobile previews.

What you will prepare

An approved responsive preview with an explicit list of remaining defects.

Fictional example

A repair homepage with services, opening information and an appointment action.

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07

Clear navigation and calls to action

R06

Choose one primary visitor action and map the pages needed to reach it. Test every menu item, link and recovery route.

What you will prepare

A navigation map and results of clicking the main customer paths.

Fictional example

Home → services → request an appointment → confirmation.

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08

Bilingual or multilingual support

R07

Choose the languages your customers need. Review navigation, forms, messages and policies in each selected language.

What you will prepare

A language coverage checklist with missing translations identified.

Fictional example

English and Spanish service descriptions reviewed for the same meaning.

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09

Accessible design

R08

Check keyboard navigation, visible focus, form labels, contrast, zoom, image alternatives and reduced motion. Record human checks still needed.

What you will prepare

Accessibility findings with fixes and remaining verification needs.

Fictional example

An appointment form usable without a mouse, with clearly announced errors.

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10

Product or service catalog

R09

List each product or service with its description, inclusions, availability and restrictions. Keep unknown details visible.

What you will prepare

A reviewed catalog ready for the relevant ordering or booking module.

Fictional example

Basic tune-up, brake adjustment and tire replacement as distinct services.

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11

Transparent pricing and subscription plans

R10

Explain the price, currency, taxes, extra fees and billing frequency. For subscriptions, document renewal and cancellation terms.

What you will prepare

A complete pricing table with approval and unresolved tax questions.

Fictional example

A quoted repair price with parts identified separately, awaiting customer approval.

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03

Commerce & delivery

Design how a promise becomes a delivered order.

12—20
12

Shopping cart, booking or ordering

R11

Select cart, booking or order request according to the business. Define inputs, availability rules and confirmation states.

What you will prepare

A tested ordering or booking flow, including cancellation and unavailable capacity.

Fictional example

A customer selects a repair slot and receives a pending request reference.

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13

Secure checkout and payment processing

R12

Identify the payment provider and account owner. Verify sandbox success, failure and duplicate handling before requesting live activation.

What you will prepare

Sandbox evidence, approved fees and a separate live-activation decision.

Fictional example

A simulated declined payment leaves the order unpaid and allows a safe retry.

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14

Customer registration, login and recovery

R13

Decide whether customers need accounts. Define registration, verification, sign-in, recovery and sign-out expectations.

What you will prepare

An account lifecycle with tested access and recovery boundaries.

Fictional example

A customer can access only their own repair history.

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15

Customer dashboard and account management

R14

Choose what a customer can view and change. Include account details and only the relevant orders, bookings or subscriptions.

What you will prepare

A customer dashboard with ownership and permission checks.

Fictional example

One person sees their next appointment without seeing another customer’s address.

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16

Order, booking or subscription management

R15

Define the lifecycle from creation through completion, failure and cancellation. Assign the person responsible for each transition.

What you will prepare

A documented lifecycle and tested state changes.

Fictional example

Requested → confirmed → in repair → ready → collected.

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17

Product delivery or service fulfillment

R16

Describe how the customer receives the product or service, expected timing, completion evidence and what happens when delivery fails.

What you will prepare

A fulfillment procedure with responsibilities and an exception path.

Fictional example

The technician records completed work and the customer collects the bicycle.

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18

Shipping, tracking and inventory

R17

If physical goods apply, define stock, shipping areas, rates, tracking and lost-package handling. Explain a non-applicable decision.

What you will prepare

An inventory and shipping plan with trial movements and reconciled stock.

Fictional example

Selling a replacement tire reduces stock once, even if the request is retried.

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19

Invoices, receipts and tax handling

R18

Identify business location, customer markets and invoice requirements for qualified local review. Test calculations with synthetic documents.

What you will prepare

Reviewed tax assumptions, invoice fields and a clear production-issuance decision.

Fictional example

A sample receipt marked simulated, with tax treatment awaiting review.

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20

Cancellations, refunds and disputes

R19

Define eligible cancellations, returns, refunds and disputes with time limits, contacts and responsibilities. Have applicable obligations reviewed.

What you will prepare

Reviewed policies and a tested synthetic refund/cancellation path.

Fictional example

A canceled appointment releases capacity and records whether a refund is due.

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04

Customer relationships

Help people feel supported at every step.

21—25
21

Customer onboarding and guided setup

R20

Map the first visit through the customer’s first successful action. Explain prerequisites, costs and how to pause and resume.

What you will prepare

An onboarding checklist and a complete first-use walkthrough.

Fictional example

A short checklist explains how to request the first repair.

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22

Help Center, FAQs and tutorials

R21

Write help for common tasks, errors and recovery. Place guidance next to the action and provide searchable FAQs.

What you will prepare

Reviewed help articles with working links and examples.

Fictional example

How to change a booking, with the exact action and the cancellation rule.

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23

Customer support and contact channels

R22

Choose support channels, availability, response expectations and escalation. Verify contact details before publishing them.

What you will prepare

A tested contact path and an assigned support owner.

Fictional example

A booking problem reaches the responsible support person with a reference.

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24

Customer relationship management

R23

Define the minimum customer information you need, its purpose and access rules. Track interactions without unnecessary sensitive data.

What you will prepare

A customer record model with retention and access decisions.

Fictional example

A service preference and appointment history, without unrelated personal details.

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25

Transactional emails and notifications

R24

List events that need a transactional message. Review bilingual templates, delivery failures, duplicates and provider cost.

What you will prepare

Approved templates and delivery evidence for the relevant events.

Fictional example

One confirmation per booking, with a safe retry after a delivery failure.

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05

Discovery & growth

Reach the right people and learn what works.

26—31
26

Marketing, advertising and sales funnels

R25

Choose a first audience, message and channel. Set a spending limit and a measurable goal before launching any campaign.

What you will prepare

A small marketing experiment with budget, success criteria and review date.

Fictional example

Test two service messages with a fictional campaign plan before authorizing spend.

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27

Search engine optimization

R26

Review page titles, descriptions, headings, readable addresses and useful content. Decide which pages should be indexed.

What you will prepare

A page-by-page search visibility checklist with private pages excluded.

Fictional example

A public service page describes bicycle brake repair; account pages remain private.

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28

Social media integration

R27

Choose relevant social channels and confirm ownership. Add working profile and share links without claiming unavailable integrations.

What you will prepare

Verified social links and a responsibility for maintaining them.

Fictional example

A business profile link opens the correct account.

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29

Email marketing and consent

R28

Separate optional marketing from service messages. Define consent records, unsubscribe behavior and suppression before sending.

What you will prepare

Reviewed consent wording and a tested unsubscribe path.

Fictional example

An unchecked marketing choice does not prevent booking a repair.

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30

Verified reviews and testimonials

R29

Decide how you will request and verify feedback from actual customers. Record permission and never invent endorsements.

What you will prepare

A review collection and moderation procedure with no fabricated testimonials.

Fictional example

An empty reviews area until a real, permitted customer review exists.

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31

Analytics, conversion tracking and reporting

R30

Choose useful metrics and minimize collected data. Review tracking consent and test opt-out before activating analytics.

What you will prepare

A measurement plan with defined events, consent rules and retention.

Fictional example

Measure completed booking requests only when the selected tracking rules permit it.

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06

Administration & protection

Define responsibilities, permissions and safeguards.

32—39
32

Administrative dashboard

R31

Choose the daily decisions the owner needs to make. Design a dashboard with pending work, exceptions and accurate totals.

What you will prepare

An administrative dashboard tied to saved business records.

Fictional example

See pending appointments and incomplete tasks without switching between unrelated screens.

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33

User roles and access permissions

R32

Assign owner, administrator, employee and customer permissions. Test least access, deactivation and cross-account denial.

What you will prepare

A permission matrix with allowed and denied test cases.

Fictional example

A technician can update a repair but cannot change payment-provider settings.

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34

Business registration and required licenses

R33

Document operating location, activity and target markets. Identify registration and license questions for the appropriate local authority or adviser.

What you will prepare

An applicability record with verified sources, missing decisions and responsible reviewers.

Fictional example

A regulated activity remains blocked until its required authorization is confirmed.

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35

Terms of service and privacy policy

R34

Identify the operator, data purposes, providers, retention and user rights. Review versioned terms and privacy text for the actual business.

What you will prepare

Approved, dated policies tied to the current business and acceptance flow.

Fictional example

The policy names the actual operator and explains how to request deletion.

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36

Consumer protection and legal disclosures

R35

List claims, limitations, prices and service conditions customers must understand. Review applicable consumer duties before publishing.

What you will prepare

Reviewed disclosures placed beside the relevant offer or action.

Fictional example

A repair estimate explains exclusions and requires agreement before extra work.

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37

Cookie preferences and tracking consent

R36

Inventory cookies and tracking. Separate necessary functions from optional tools and make preferences changeable.

What you will prepare

A consent map and tested acceptance, rejection and withdrawal behavior.

Fictional example

Rejecting optional tracking leaves essential navigation usable.

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38

Data protection and cybersecurity

R37

Identify sensitive assets and access risks. Verify isolation, secure storage, session limits and incident handling with synthetic data.

What you will prepare

Security evidence and an unresolved-risk register with owners.

Fictional example

Changing a business identifier never reveals another account’s records.

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39

Fraud prevention and payment security

R38

Define suspicious payment and account behavior, verification rules and response owners. Test duplicate and unauthorized actions in sandbox.

What you will prepare

A fraud response plan and verified payment-boundary checks.

Fictional example

A repeated payment event cannot create two charges or two completed orders.

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07

Operations & improvement

Build the habits and systems that keep you going.

40—50
40

Reliable hosting and SSL

R39

Select hosting ownership, address, HTTPS and budget. Record renewal or usage costs and the deployment approval process.

What you will prepare

A verified deployment address with HTTPS and documented cost responsibility.

Fictional example

The approved site opens over HTTPS and redirects safely from its old entry point.

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41

Database and secure file storage

R40

Define records and files, who owns them and who may access them. Test create, save, reload and account isolation.

What you will prepare

A data inventory with verified persistence and access controls.

Fictional example

A saved booking survives a reload and remains visible only to its owner.

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42

Backups and disaster recovery

R41

Define what is backed up, frequency, retention and acceptable data loss. Rehearse restoring into an isolated environment.

What you will prepare

A dated restore result with responsible operator and recovery time.

Fictional example

Restore synthetic orders and compare them with the expected count and totals.

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43

Performance and uptime monitoring

R42

Measure important pages and monitor failures. Define alert destinations, thresholds and how to confirm recovery.

What you will prepare

Performance measurements and tested incident/recovery alerts.

Fictional example

A controlled failure generates one alert and a later recovery notification.

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44

Automated workflows and integrations

R43

Map triggers, external services, permissions and cost. Test failures, retries and duplicate handling before activating automation.

What you will prepare

An integration map with tested retries and an explicit activation decision.

Fictional example

A booking creates one internal task, even when its event is delivered twice.

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45

Quality assurance and end-to-end testing

R44

Walk through the complete relevant customer and operator journeys. Record the exact version, results, defects and release decision.

What you will prepare

A release checklist supported by reproducible evidence and independent review.

Fictional example

Test sign-in → booking → payment simulation → fulfillment → cancellation.

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46

Financial management and profitability

R45

Track revenue, provider fees, refunds, variable costs and fixed costs. Keep projections separate from actual transactions.

What you will prepare

A financial worksheet with reconciled figures and clearly labeled assumptions.

Fictional example

A repair’s contribution subtracts parts, labor and transaction costs from revenue.

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47

Operational procedures and responsibilities

R46

Write recurring daily, weekly and exception procedures. Assign responsibility, backup coverage and escalation.

What you will prepare

A practical operations handbook with owners and checklists.

Fictional example

The opening checklist confirms appointment capacity and parts availability.

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48

Maintenance, updates and incident response

R47

Schedule updates and define incident severity, response ownership, customer communication and rollback.

What you will prepare

A maintenance calendar and a rehearsed incident response procedure.

Fictional example

A broken release is rolled back to a recorded working version.

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49

Scalability and business continuity

R48

Identify capacity limits and dependencies on people, vendors and systems. Define fallback options and cost triggers for growth.

What you will prepare

A continuity plan with capacity assumptions and tested fallback procedures.

Fictional example

If appointment demand rises, cap bookings until staff capacity is confirmed.

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50

Customer feedback and continuous improvement

R49

Collect customer problems and suggestions with permission. Prioritize improvements and verify whether each change helps.

What you will prepare

A feedback backlog with decisions, owners and review outcomes.

Fictional example

Customers report confusing appointment times; revise the wording and retest.

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