agency start-up checklist

Starting an agency is an exciting and challenging experience. Many founders of start-up agencies have the benefit of years of experience as a booker, a model, an investor or another profession that provides them with deep knowledge of a part of the agency business. The challenge is identifying the elements of starting and operating an agency with which the founder is not as familiar.

Mainboard Agency Checklist


Mainboard has created a general agency checklist to help identify the basic requirements to launch your new business. We have organized the checklist into the following categories.

Schedule appointments with our fast, intuitive, customizable calendar with multiple views that optimize to whatever device you choose.


Incorporate your business, obtain legal representation and create the legal agreements you will use to conduct business.

Data Control allows you to manage a comprehensive database of clients and talents that is easily accessible in one secure online place.


Build your budget to identify your breakeven level of sales and identify the expenses required to support your operation.

Manage Video & Imaging. Present packages easily to clients and track analytics. Drag and drop images/videos to upload quickly.

Getting started

Initial resources and required Information to get your business off the ground with effective business strategies.

See real-time performance reports, insights and analytics, so you know exactly how you're business is doing.


How to create a website that reflects your brand and shows off your portfolio of talent or other items.

Safe and secure enterprise-level cloud hosting with automatic backups. Access your data anywhere, anytime.


Initial steps to launch the agency with a step-by-step guide to getting you ready to go.

Manage your entire casting process: from brief, through bookings. Get submissions, shortlists & updates in an organized, sharable format.


There's also a space to add your own custom items and have everything you need tracked in one list.

get the checklist

To access Mainboard’s Start-Up Agency Checklist, please complete the following and Mainboard will send you the complete detailed checklist.