How-To Tutorials

Written checklists and official guides for the tool you use.

How to use them: Search by tool or task below, then open a topic and find your tool. Read “Before you begin,” work through one checklist and use the official guide for full instructions. Review your result before moving on.

Put your chosen tool to work.

Still choosing a tool? Open the Tool Directory.

Build Your Online Presence

Build one useful website pageSquare Websites · Squarespace · Wix · GoDaddy

Open the card for the tool you use. Each checklist ends with a result you can review.

MVC checklist

Square Websites

Add one useful page to your Square website

Create an About or Contact page and decide whether it belongs in your navigation. Review it before publishing the site.

  1. Open Square Dashboard, then Online and Website > Edit Site.
  2. Choose + Add > Page and select About, Contact us or Blank.
  3. Give the page a clear name and choose whether to add it to navigation.
  4. Select Add, customize the page content, then review its place in the page list.
Before you begin

Requires a Square website and online editing permissions. The tutorial also covers paid navigation options; those are unnecessary for this basic page task.

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MVC checklist

Squarespace

Build one clear section on your website

Add a section that explains one service or product and its next action. Finish with a saved page section that you can review.

  1. Use a private trial site or a new disabled practice page, then open Pages and select it.
  2. Select Edit; add a section if the page is blank.
  3. Use Add Block or + to add text, an image or a button.
  4. Replace the content with your own information and arrange the blocks.
  5. Save and preview the practice page in desktop and mobile views.
Before you begin

Saving edits to a public page can make them live. Use a private site or a new disabled practice page for this exercise; keep existing live pages as they are.

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MVC checklist · Existing-tool option

Wix

Add one clear action button to your Wix page

Make one next action easy to find by adding a labeled button with the correct destination.

  1. Open Add Elements > Button > Text & Icon Buttons.
  2. Add a button to the page.
  3. In Settings choose Text only or Text and icon.
  4. Enter a specific action label.
  5. Set the link type and destination, then choose Done and review the button.
Before you begin

This tutorial is for Wix Editor, not a claim that Wix Studio has identical controls. Requires editor access; publishing is a separate step.

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MVC checklist · Existing-tool option

GoDaddy

Add and preview one useful website section

Add a section that answers a customer's practical question. Review it in Preview before publishing.

  1. Open the site's Websites + Marketing dashboard and select Edit Website.
  2. Go to the page position where the section belongs.
  3. Select Add section and choose the section type and layout.
  4. Replace its text and images with your own content.
  5. Use Preview to review the automatically saved changes.
Before you begin

Applies to GoDaddy Websites + Marketing, not WordPress. The official UK help article describes the shared builder workflow; no regional pricing or purchase requirement is adopted.

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Set up business email and filesGoogle Workspace · Microsoft 365 Business

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MVC checklist

Google Workspace

Set up Gmail with your business domain

Route new mail for your business domain to Gmail, activate the service and check a business mailbox with a message to another inbox you control.

You’ll need

An existing Google Workspace subscription that includes Gmail, your domain and access to its DNS records. Google Admin access with domain, user and Gmail setup permissions; arrange help from the account administrator if these are delegated separately.

  1. In Google Admin, open Account > Domains > Manage domains. If verification is pending, use Verify domain, add the unique TXT record at your DNS host and confirm it in Google Admin.
  2. Create the Google Workspace account and business email address for each person who will receive mail at this domain before changing mail routing.
  3. When ready to switch incoming mail, follow the MX guide at your DNS host. Add Google's current MX record, smtp.google.com, using the guide's host, priority and formatting instructions; remove the old mail-provider MX records as directed.
  4. Return to Account > Domains > Manage domains, select Activate Gmail for the domain and complete the on-screen checks.
  5. After DNS changes are recognized, sign in to the business Gmail mailbox. Send a message to another inbox you control, reply from that inbox and confirm receipt in Gmail.
Before you begin

Changing MX records reroutes incoming mail for the domain. Set up all receiving accounts first and keep access to the old mail service during the transition; moving old messages is a separate import task. Google says MX changes can take up to 72 hours. Leave website DNS records unchanged. Existing working Google accounts with legacy aspmx MX records do not need this update. Follow the activation guide's SPF, DKIM and DMARC setup links for email authentication. A successful test message is not a guarantee of delivery to every recipient.

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MVC checklist

Microsoft 365 Business

Set up Microsoft 365 email with your business domain

Use your business domain for Microsoft 365 email and check that a configured mailbox can send and receive.

You’ll need

An existing Microsoft 365 business subscription with Exchange Online email, an owned domain and access to its DNS host. An apps-only subscription does not supply hosted business email. Domain Name Administrator access for the domain setup, plus permission or administrator help to create users, assign the required licenses and prepare mailboxes.

  1. In the Microsoft 365 admin center, open Settings > Domains > Add domain, enter your business domain and select Use this domain.
  2. Verify ownership using the wizard's TXT record, either through supported Domain Connect or by adding it manually at your DNS host. Return to Microsoft 365 to confirm verification.
  3. Before changing the MX record, add every user who receives mail at this domain and set up their Microsoft 365 mailboxes and business-domain addresses.
  4. Return to the domain's DNS records > Manage DNS. Select Exchange and Exchange Online Protection, then review and add the exact records shown using Domain Connect or the manual DNS instructions.
  5. Complete the wizard and resolve any reported DNS issues. Once the change takes effect, sign in to the business mailbox and exchange a message with another inbox you control.
Before you begin

The mail-routing MX change moves new incoming mail for the domain to Microsoft 365. Prepare all mailboxes first; existing messages stay at the old provider unless separately migrated. Keep the old service available until required mail and data are confirmed. Use the MX value shown for your own domain. If an SPF record already exists, update that record to include the required senders instead of adding a second SPF record. DNS recognition may be delayed by the registrar. Domain verification and mail routing are different steps. TXT verification lets you prove ownership before the mail switch. Changing only the required email records leaves website hosting in place.

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MVC checklist

Google Workspace

Create a one-page business brief in Google Docs

Create a named document containing the business information you regularly reuse. This first task uses the document tools in the suite, not a new email-domain setup.

  1. Open Google Docs and create a document.
  2. Rename it with a meaningful business title.
  3. Write the purpose, essential details and next action.
  4. Use headings, bullets or a table to make the brief easy to scan.
  5. Review the document and keep it as your working copy.
Before you begin

A Google account is needed to practice. Paid Workspace or Gemini features are not required for the basic document task; this does not configure a business email domain.

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MVC checklist

Microsoft 365 Business

Create a one-page business brief in Word for the web

Create a named Word document that you can reuse for a client or internal brief. This task fits the browser version and does not require installing desktop Word.

  1. Sign in to Microsoft 365 and open Word.
  2. Start a blank document.
  3. Select the title at the top and give the file a useful name.
  4. Add the brief's text and format it for readability.
  5. Check that the document has saved before closing it.
Before you begin

Requires a Microsoft account with Word for the web access. Desktop Word and optional Copilot are outside this task; it does not configure business email.

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Sell & Serve Customers

Prepare a product listingShopify · Etsy · Amazon Seller

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MVC checklist

Shopify

Prepare one product as a draft

Prepare a complete product record before offering it for sale. The useful result is a draft you can inspect, not a live sale.

  1. Go to Products > Add product.
  2. Enter the product title and useful description.
  3. Add the appropriate images, price and product details.
  4. Set the status to Draft and save.
  5. Use the product preview to review what the customer will see.
Before you begin

Requires a Shopify store account. Live selling, payment setup and plan charges are separate from drafting the product.

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MVC checklist

Etsy

Prepare one eligible Etsy listing as a draft

Prepare a listing for one product that fits Etsy's rules. Save a draft to review the details before publishing.

  1. Open Shop Manager, then Listings > Add a listing.
  2. Add accurate photos and choose the appropriate category and item type.
  3. Complete the description, item details and how-it-is-made information.
  4. Enter pricing and the relevant shipping or delivery details.
  5. Choose Save as Draft and review the listing before publishing.
Before you begin

Requires an Etsy seller shop. Check product eligibility and listing/selling fees before publishing; not every physical product can be listed on Etsy.

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MVC checklist

Amazon Seller

Prepare the information for one Amazon product listing

Identify whether to join an existing listing or create a new one, then prepare the product and offer details. You can collect the information in a document before opening a seller account.

  1. In Seller Central, use Catalog > Add Products and search by product ID.
  2. Match the existing product or choose a new listing when appropriate.
  3. Complete product identity, description, images and required attributes.
  4. Check the offer's price, quantity, condition and fulfillment method.
  5. Review applicable safety/compliance fields and any approval requirements before submitting.
Before you begin

Seller Central requires registration and identity verification; use the official guide to prepare the same details in a document first if needed. Product, category and brand permissions may apply; avoid duplicate or ineligible listings.

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Prepare a downloadable productPayhip · Kajabi

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MVC checklist

Payhip

Prepare one downloadable product on Payhip

Upload the file customers would receive and build a clear product page. Use Invisible visibility while you review the work.

  1. Open Products > Add new product > Digital Product.
  2. Upload the product file or files.
  3. Add a title, price and cover image.
  4. Explain what the buyer receives in the description.
  5. Choose Invisible visibility while preparing and review the product details.
Before you begin

Requires a Payhip account. Invisible is owner-only; Unlisted still works through its direct link. Payment connections and live transaction costs are separate from preparing the product.

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MVC checklist

Kajabi

Create and preview a Kajabi download product

Package one useful download and preview its customer presentation. Skip offer creation during this first task if the product is still being prepared.

  1. Open Products > Downloads.
  2. Select Get started or + New download.
  3. Enter the title, description and thumbnail.
  4. Choose files and upload the content.
  5. Use Skip for now for pricing/Offer setup, then preview the product.
Before you begin

Requires access to a Kajabi account with the product capability. A Product and its Offer are separate; creating the download alone does not complete checkout or customer access.

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Set up an item or payment linkSquare Point of Sale · Stripe Payment Links

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MVC checklist

Square Point of Sale

Add one item to your Square catalog

Create a correctly named and priced item that can be used in the intended sales channel. No payment needs to be taken for this setup task.

  1. Open Items & services > Items in Square Dashboard.
  2. Select Create item and choose its item type.
  3. Enter the name, price and description.
  4. Check the category, applicable location and sales channels.
  5. Save and reopen the item to review the details.
Before you begin

Requires general item permissions. Catalog changes can affect connected POS and website channels, so select the intended locations/channels.

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Set up one service or meetingSquare Appointments · Calendly

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MVC checklist

Square Appointments

Create one bookable service

Define one service with the correct duration and price so that booking reflects how you actually work.

  1. Open the Service library in Square Dashboard.
  2. Select Create service.
  3. Enter the service name, location and applicable details.
  4. Set the price type, price and duration; review online booking settings.
  5. Save and review the service record.
Before you begin

Requires Square Appointments or the relevant bookings capability and permissions. Optional processing time, extra-time buffers and service-cost tracking have plan limits; they are not required for this basic task.

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MVC checklist

Calendly

Set up one consultation event type

Create one event type with a clear duration, location and availability. Check its booking-page preview before sharing the link.

  1. Open Scheduling and select + Create.
  2. Choose the event type that fits the meeting, such as One-on-one.
  3. Enter the name, duration and meeting location.
  4. Set availability and review the booking-page preview.
  5. Save changes and inspect the scheduling link.
Before you begin

Requires a Calendly account. Video-conferencing connections and advanced event/team features depend on the selected tools and plan.

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Prepare a client proposalHoneyBook · PandaDoc

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MVC checklist

HoneyBook

Build a reusable proposal template

Create a reusable smart-file template with a service description and the information you need from a client. Keep the template ready for review before using it in a project.

  1. Open Templates > File templates.
  2. Choose Create New and a suitable smart-file type.
  3. Name the template.
  4. Add the content and service blocks needed for the proposal.
  5. Review the saved template; make client-specific changes later in a project copy.
Before you begin

Requires a HoneyBook account. Templates save automatically. Sending a project file to a client is a separate action; this task does not require sending or collecting payment.

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MVC checklist

PandaDoc

Prepare a client document for review

Create a proposal or agreement draft from a template or your existing file. Verify its content and recipient roles before any delivery.

  1. Choose Create new or + Document.
  2. Select a template, Blank document or upload a file.
  3. Review the document content and add the necessary fields.
  4. Check the document name and intended recipient roles in the guided flow.
  5. Keep the document for review before using Send document or a shareable delivery link.
Before you begin

Requires a PandaDoc account. The new creation/upload experience is rolling out gradually. Uploaded PDFs are not directly editable; fields can be overlaid.

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Build a short inquiry formGoogle Forms · Jotform

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MVC checklist

Google Forms

Draft a short inquiry form

Build a short form that gathers only the information needed to respond to an inquiry. Review the form before collecting responses.

  1. Create a Blank form and give it a clear name.
  2. Add the inquiry questions and choose suitable answer types.
  3. Mark only genuinely necessary questions Required.
  4. Review access and email-collection settings for the intended respondents.
  5. Open Preview and check the form from beginning to end.
Before you begin

Requires a Google account. Organization restrictions or verified-email collection can require respondents to sign in; choose access deliberately.

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MVC checklist

Jotform

Build and test a short inquiry form

Create a form and confirm that a sample response reaches the submissions area. Use your own sample information for the test.

  1. In My Workspace choose Create > Form.
  2. Start from Scratch or choose a suitable template; select the layout.
  3. Use Add Element to add the needed fields.
  4. Turn on Preview Form and submit one sample entry.
  5. Check Table Submissions and the intended notification result before sharing the form.
Before you begin

Requires a Jotform account. A test submission may trigger configured notifications and count toward plan allowances; use your own destination for the practice form.

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Market Your Business

Draft a useful newsletterMailerLite · Kit

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MVC checklist

MailerLite

Prepare and preview one newsletter

Create a regular campaign with one useful message and one next action. Preview the content and leave it as a draft until the audience and sending details are ready.

  1. Open Campaigns and choose Create.
  2. Choose Regular campaign.
  3. Complete the campaign details and write the content.
  4. Use Preview and review the plain-text version.
  5. If needed, send a test only to your own address; keep audience sending as a separate decision.
Before you begin

Requires a MailerLite account. Test emails check layout/content but do not fully test unsubscribe, survey or dynamic-content behavior. This guide is for the current product, not Legacy Classic.

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MVC checklist

Kit

Draft and preview one Kit broadcast

Draft a single useful email and review it on desktop and mobile. Stop before sending or publishing it to the web.

  1. Open Broadcasts > New Broadcast.
  2. Add the subject and optional preview text.
  3. Write the email and choose its template.
  4. Use Preview email to review desktop and mobile.
  5. Keep the draft, or send a test only to yourself before separately choosing delivery and recipients.
Before you begin

Requires a Kit account. The publishing flow can send email, publish to web or both; its default email audience is All Subscribers, so inspect it before a later send.

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Create a business graphicCanva · Affinity

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MVC checklist

Canva

Create one readable business graphic

Create a graphic for one real business message. Finish with a readable design in the right dimensions, ready for review or download.

  1. Choose the design type or set the required dimensions.
  2. Select a simple background.
  3. Add the image or visual element that supports the message.
  4. Add a clear heading and essential supporting text.
  5. Review the hierarchy and spacing before downloading or publishing.
Before you begin

Requires a Canva account to practice. Check licenses and paid elements before downloading; the tutorial's general color advice is not a substitute for your brand.

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MVC checklist

Affinity

Create and export your first Affinity practice document

Work through the beginner lesson and produce a small exported practice file. The result should show that you can organize layers and move work into and out of the app.

  1. Open Affinity and obtain the lesson's practice file.
  2. Create and set up a document.
  3. Import the provided artwork and identify its layers.
  4. Practice arranging/grouping layers and creating a vector curve.
  5. Export the practice result and reopen it to inspect it.
Before you begin

Requires the Affinity app and sign-in. Follow the lesson file's intended practice use; use appropriately licensed assets for public business work. Video playback may require JavaScript.

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Make a clearer business videoCapCut · Descript · HeyGen

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MVC checklist

CapCut

Trim and export a short business clip

Turn one recording into a shorter, clearer clip and save the exported file. Basic trimming is enough for the first outcome.

  1. Start a new video/project and import your recording.
  2. Place the clip on the timeline.
  3. Trim or split out the unwanted section.
  4. Review the result and add only essential text if needed.
  5. Export the file in the format and resolution you need, then play it back.
Before you begin

Use the section matching Web or desktop; controls differ. Pro assets or settings can require payment at export, so keep the practice project to available basic features.

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MVC checklist

Descript

Remove one unnecessary passage by editing the transcript

Make one deliberate edit to spoken audio or video using the transcript. Play the edited passage to confirm that the meaning and cut still work.

  1. Add the spoken recording to a Descript project/script.
  2. Review the transcript against the recording.
  3. Select the words or passage you want to remove.
  4. Delete the selection, or move a sentence using cut and paste.
  5. Play the edited section and correct any transcript-only errors separately.
Before you begin

Requires a Descript account and available media allowance. Deleting transcript text edits the media; correcting a transcription error is a different operation.

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MVC checklist · Existing-tool option

HeyGen

Prepare a one-scene presenter video

Build one short avatar scene and check the spoken script before generation. Review the rendered result only if you choose to spend the required usage allowance.

  1. Open a Studio project and choose an available public avatar.
  2. Write one short scene's script.
  3. Choose the voice and use Play to hear the script.
  4. Adjust pronunciation, pauses and the scene's text or visuals.
  5. Review the scene, then generate only when ready and inspect the result.
Before you begin

Requires a HeyGen account. Full animated previews are unavailable before generation; audio can be previewed. Generation and available avatars depend on the account's allowances. No custom likeness or voice cloning is required.

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Prepare a social postBuffer · Later

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MVC checklist

Buffer

Save one social post as a Buffer draft

Prepare a social post and save it for review without placing it in the publishing queue.

  1. Open the chosen channel's drafts area, or use New > Post.
  2. Write the caption and add the intended content.
  3. Review the post in the composer.
  4. Select Save as Draft.
  5. Reopen the draft and check that it is still a draft rather than queued.
Before you begin

Requires a Buffer account and the relevant connected channel/permissions. A pre-scheduled draft does not publish until moved to the queue.

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MVC checklist

Later

Save one social post as a Later draft

Prepare one post in the calendar and keep it as a draft for review. Its selected time is not a publishing commitment.

  1. Start a post for the intended social profile.
  2. Add the available caption and media.
  3. Open the arrow beside Schedule Post.
  4. Choose Save as Draft and confirm Save as Draft.
  5. Find it in the Calendar or List > Draft and check the draft label.
Before you begin

Requires a Later account and the relevant profile. Drafts count toward the post allowance but do not publish at their selected time; calendar visibility varies by plan.

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Set up a business profile or search propertyGoogle Business Profile · Google Search Console

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MVC checklist

Google Business Profile

Add or claim your eligible business on Google

Find an existing profile or create the correct business record, then identify the verification step you need to finish.

  1. Search Maps for your business name and city to check for an existing profile.
  2. If an unverified profile exists, choose Claim this business and Manage now.
  3. If no profile exists, use Add your business to Google and enter the business details.
  4. Choose an available verification option and follow its instructions.
Before you begin

Only eligible businesses should use Business Profile. Online-only businesses are not eligible; use the Search Console tutorial for an owned website. A verified profile owned by another person requires an ownership request. Verification may take longer than this first task.

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MVC checklist

Google Search Console

Add your website to Search Console

Create the property that matches your website and follow the ownership-verification method available to you.

  1. Open the property selector and choose Add property.
  2. Choose a website property, then Domain or URL-prefix according to the coverage needed.
  3. Enter the domain or exact URL in the format shown in the guide.
  4. Choose and complete an ownership-verification method, or save it with Verify later.
Before you begin

Domain properties require DNS verification; URL-prefix properties support other methods. Adding a property enables reporting. It does not itself change your website's Google ranking.

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Organize Your Work

Organize the next tasksTrello · Notion

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MVC checklist

Trello

Create a board for your next business tasks

Make one named board with lists that show the work you want to track.

  1. Choose Create, then Create Board.
  2. Name the board and select its Workspace.
  3. Review visibility before creating the board; select Private if that is the intended access.
  4. Use Add another list to add your work stages and rename them as needed.
Before you begin

New boards default to Workspace visibility. Private boards remain accessible to relevant Workspace administrators.

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MVC checklist

Notion

Make a project page with a short task list

Create one page that holds a project note and a checklist you can return to.

  1. Create a page from the sidebar, or use Ctrl/Cmd + N in the desktop app.
  2. Give the page a clear project title and add your working notes.
  3. Type /h1 for a heading and /todo for a checkbox.
  4. Use the text selection menu to add useful links or adjust formatting.
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Draft a repeatable handoffZapier · Make

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MVC checklist

Zapier

Draft a trigger-and-action workflow

Set up a draft that identifies what starts the workflow and the action it should perform.

  1. Choose Create a Zap from the left sidebar.
  2. Select the trigger app and the event that should start the workflow.
  3. Add the action app and the event it should perform.
  4. Review what data the action needs and keep the workflow as a draft while checking its setup.
Before you begin

Publishing activates the workflow. Test actions can create records or send messages, so use a suitable test destination before progressing beyond the draft. App availability, multiple actions and usage allowances depend on the plan.

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MVC checklist

Make

Build the first trigger in a Make scenario

Create a named scenario and add a Google Sheets Watch New Rows trigger, ready for the connection step.

  1. Open Create a new scenario from the dashboard or Scenarios area.
  2. Rename New scenario to describe the handoff you want.
  3. Use the save icon to save the scenario.
  4. Select the large plus, find Google Sheets, and choose Watch New Rows.
  5. Save the scenario again after adding the trigger; leave it unconnected and unscheduled.
Before you begin

This first task adds the trigger only. A connection, configuration and an action are still needed before it becomes a working automation. The example uses Google Sheets; the tutorial does not require activating a schedule or sending notifications at this stage.

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Draft and improve a business messageChatGPT · Claude

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MVC checklist

ChatGPT

Draft and improve one useful business message

Use a clear prompt and one revision to prepare a message you can review before using.

  1. Describe the message you need and give the context the model needs.
  2. Specify the intended tone and the details the response should include.
  3. Review the first response for missing context or unclear wording.
  4. Refine the request and ask for a revision.
Before you begin

The business-message exercise is an MVC application of OpenAI's prompting guidance. Check facts and remove private customer information before using the result.

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MVC checklist

Claude

Start a focused conversation and refine the result

Ask Claude for help with one small business task, then improve the response with a follow-up.

  1. Open Claude in the web, desktop or mobile interface you use.
  2. Write a specific request for one task and include the necessary context.
  3. Submit the prompt through the chat interface.
  4. Review the response and ask a follow-up that clarifies or changes what you need.
Before you begin

Check factual claims before using the response. Keep confidential business or customer details out of practice prompts.

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Save one business loginBitwarden · 1Password

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MVC checklist

Bitwarden

Save one business login in Bitwarden

Store an existing login with its correct website address so you can find it again.

  1. Open the browser extension's Vault tab and choose New, then Login.
  2. Enter an item name, username and the existing password.
  3. Select the appropriate folder or owner if needed.
  4. Enter the website's login URL and save the item.
Before you begin

Use your own intended vault or an organization you are authorized to manage. Do not post credentials or a vault screenshot in the Community.

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MVC checklist

1Password

Save a login and use it in your browser

Save an existing login in the intended vault and locate it when you return to the website.

  1. With the extension set up, sign in to the website using your existing login.
  2. Review the save prompt, including the item details and destination vault.
  3. Save the login.
  4. Return to the sign-in page and choose the saved login, using Other options if you have several.
Before you begin

The browser extension must be installed and set up. Automatic sign-in behavior depends on its settings. Do not share credentials or vault screenshots as evidence of completing this task.

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Manage Products & Delivery

Create one stock or supply recordSortly · Zoho Inventory

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MVC checklist

Sortly

Add your first stock or supply item

Create one inventory record with an accurate item name and quantity.

  1. Open Items or the folder where the item belongs and choose Add Item.
  2. Enter Item Name and Quantity, the two required fields.
  3. Add a useful photo or other details if needed.
  4. Choose Add on the web, or Save in the mobile app.
Before you begin

Add Item via Scan supports standard barcodes, not QR or Data Matrix codes. Manual entry is enough for this first task.

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MVC checklist

Zoho Inventory

Create a product record in Zoho Inventory

Create one item with the product details and stock-tracking settings your operation uses.

  1. Open Items and choose New.
  2. Enter the name, select Goods or Service, and choose the unit.
  3. Add the sales and purchase information that applies to the item.
  4. For physical goods, review Track Inventory and use your existing inventory-account settings.
  5. Save the item and review the record.
Before you begin

Inventory tracking applies to goods, not services. Fields can differ by regional edition and enabled features; this link is the US guide. Use accounting settings already established for your business; this tutorial does not determine tax or inventory-valuation treatment.

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Compare rates for a parcelPirate Ship · ShipStation

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MVC checklist

Pirate Ship

Prepare a parcel and compare shipping rates

Enter one parcel's details and compare available shipping services before buying postage.

  1. Choose Create a Single Label from the Ship page.
  2. Enter Ship To and Ship From details and review the return address.
  3. Select packaging and enter the packed parcel's measured weight and dimensions.
  4. Choose Get Rates and compare the available services and estimated delivery times.
  5. Review the details and stop before Buy Label while practicing.
Before you begin

This is a US-origin shipping workflow. Buying a label incurs postage; the comparison task ends before purchase.

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MVC checklist

ShipStation

Compare carrier rates for one shipment

Use the Rate Browser to compare available carrier services for a parcel without creating a label.

  1. Open Rates in the toolbar.
  2. Enter the ship-from location, destination postal code and country, and parcel weight.
  3. Add dimensions and other relevant shipment details.
  4. Choose Browse Rates and compare services, rates and delivery estimates.
  5. Stop before creating a label.
Before you begin

Rates depend on connected carriers and services. Toolbar estimates can differ from shipment-specific rates because they use fewer details. USPS test labels cannot be created; practice by comparing rates before the purchase step.

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Prepare a custom product designPrintify · Printful · Printify + Shopify

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MVC checklist

Printify

Design and save a first product

Create a saved product design and inspect its variants and mockup before publishing.

  1. Choose a catalog product and print provider.
  2. Upload artwork that meets the product's stated pixel requirements.
  3. Adjust the design's size and placement.
  4. Choose the colors and sizes, then inspect the Preview.
  5. Save product and stop before publishing to a store.
Before you begin

Use artwork you have the rights to print. Provider, product and variant availability differ. A saved design is not a printed sample or a published listing; production and shipping are later costs.

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MVC checklist

Printful

Save a reusable product template

Save a product and print-file combination in your dashboard for later store setup.

  1. Open Product templates from Dashboard or My products.
  2. Choose Create product.
  3. Select a product and upload your design.
  4. Choose Save template and locate the saved template.
Before you begin

Templates do not include pricing or descriptions and are not tied to a store. Editing a template later does not update an already published store product.

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MVC checklist

Printify + Shopify

Connect Printify to your Shopify store

Connect the intended Printify account to an existing Shopify store and verify the embedded Printify dashboard.

  1. In Printify, open Manage my stores and choose Connect or Add a new store, then Shopify.
  2. Select Get the app and confirm that Shopify is showing the intended store.
  3. Review the app permissions and install Printify.
  4. Sign in to the intended Printify account inside Shopify, then check that the Printify dashboard appears.
  5. Return to Printify and select Continue to finish the connection.
Before you begin

Requires access to the intended Shopify store and Printify account, including permission to install the app. A Shopify store can connect to only one Printify account at a time. Connecting is separate from publishing products or placing paid orders. Existing-store reconnection has additional steps in the same article; do not present it as a new connection.

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Manage Business Money

Prepare an invoice for reviewWave · QuickBooks Online

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MVC checklist

Wave

Create an invoice draft for review

Prepare an invoice draft with the customer, dates and line items ready to check.

  1. Open Sales & Payments, then Invoices, and choose Create an invoice.
  2. Add the customer and review the invoice number and dates.
  3. Add the products or services, quantities and prices.
  4. Review the relevant existing tax settings, notes and terms.
  5. Choose Save and continue to retain a draft; review it before Approve draft.
Before you begin

Wave does not autosave invoices. A draft does not change the accounting until it is approved. Changes to business profile details in the invoice header can affect past invoices. US and Canada availability excludes US territories.

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MVC checklist

QuickBooks Online

Prepare an invoice and save it for review

Enter a genuine invoice, review its details and save it for later sending.

  1. Choose Create, then Invoice, or open Sales, Invoices and New invoice.
  2. Select or add the customer.
  3. Review the invoice date, due date and terms.
  4. Add the products or services, quantities and rates.
  5. Choose Save for later sending after reviewing the invoice.
Before you begin

Saving does not email the invoice. Only enter genuine invoices in live books. Invoice features vary by plan; online payment collection is separate from preparing an invoice.

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Prepare a banking comparisonChase Business Complete Banking · Relay

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MVC checklist

Chase Business Complete Banking

Check account fees against the way you bank

Prepare a short list of the account fees and limits that matter for your usual deposits, transfers and withdrawals.

  1. Identify the monthly service fee and the conditions for any waiver.
  2. Check cash-deposit and transaction allowances against your expected use.
  3. Review out-of-network ATM, wire, ACH and foreign-transaction fees where relevant.
  4. Record questions about any fee or limit that is unclear before deciding whether to apply.
Before you begin

This is a comparison exercise, not an account application. The article explains fee types; confirm the current Business Complete Banking terms rather than treating the article as its fee schedule.

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MVC checklist

Relay

Compare Relay plan fees for your transactions

Identify which published plan features and transaction fees apply to the banking tasks you need.

  1. Read the Starter, Grow and Scale comparison for monthly charges and account allowances.
  2. Compare standard and same-day ACH, incoming and outgoing wires, and payment-processing fees that apply to your use.
  3. Review the bill-pay and accounting-integration functions you need.
  4. Write down unresolved fee questions and stop before changing a plan or opening an account.
Before you begin

Relay is a financial technology company; banking services are provided by Thread Bank, Member FDIC. Pricing and promotional terms can change. The exercise does not require subscribing, applying, transferring funds or taking credit.

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Prepare for an insurance quoteInsureon · Hiscox Small Business Insurance

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MVC checklist

Insureon

Prepare quote details and comparison questions

Gather the business information a quote request uses and list the terms to compare when quotes are available.

  1. Note the business location and number of employees.
  2. Gather the business-asset details and estimated annual revenue requested by the provider.
  3. Prepare a place to record the insurer, quoted price, coverage limits and deductible.
  4. List any unclear terms to ask a licensed insurance agent about before buying.
Before you begin

This exercise stops at preparation and document comparison; it does not require submitting an application or buying a policy. Use the article's information checklist and quote-comparison section. MVC does not select coverage or interpret legal requirements here.

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MVC checklist

Hiscox Small Business Insurance

Gather the information for a business-insurance quote

Prepare the facts requested for a quote without starting an application or choosing coverage.

  1. Gather business contact details, start date and current registered business type.
  2. Record the industry and the products or services you provide.
  3. Collect premises details, including whether you rent or own and the space used.
  4. Prepare employee counts, estimated payroll and gross-sales information for the stated period.
Before you begin

Use the section titled What information do I need to provide? The article is older; confirm the requested fields in the current quote process. Record your existing business type; this task does not recommend a legal structure, coverage, limits or a purchase.

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Already have a tool that works? Keep using it. Return to the Directory when a task calls for a different option.

Back to the Tool Directory
Official sources reviewed September 7, 2026. MVC provides the short task checklists; the linked guides are published by the providers. Screens, access and plan details can change. Most hands-on tasks need the relevant account or app.