Case Study: How I Registered My Own Company and Made My First 2 Sales in only 5 Days

Case Study: How I Registered My Own Company and Made My First 2 Sales in only 5 Days

One of the biggest problems you face as an eager entrepreneur is there’s too much information about starting your own company and marketing it.

Everyone tries to give you different advice and it becomes a nightmare trying to figure out who you should listen to.

Often people are left like a deer in the headlights and freeze not knowing what their next move should be.

If you are serious about your new business, you need to follow a proven technique to get started in the most effective way. Check out our page on cipc services for all the basic services we offer.

Today I’m going to show you the exact technique I followed that allows you to determine what are the best resources you should use to start your company and how to track your progress and achieve your goals and make your first sales.

The Clipboard Technique: An Entrepreneur’s Bulletproof Plan

After I executed the Clipboard Technique, I was able to register a company in South Africa – Ubuntu Company Services (Pty) Ltd, registered for tax, had a logo designed and website setup and made my first 2 sales – all while having a full time job and having limited time.

The best part, you can use this technique to get up and running as well!

There are only 3 simple steps in the Clipboard Technique that are very easy to follow and execute:
Step 1: Set yourself up for success
Step 2: Find useful content relevant to you
Step 3: Implement your research and track your progress

The reason the Clipboard Technique works so well is you actually follow a checklist, just like on a real clipboard!

You plan for your own success and you measure it and see real results, I’ve seen so many people succeed with the Clipboard Technique just because they took the time to set achievable goals.

One of my favourite Chinese proverbs is “A journey of a thousand miles begins with a single step”.

This is the foundation of the Clipboard Technique and what makes it so effective. Your very first step is an important one and one which will ultimately determine your success as an entrepreneur.

Step 1: Set yourself up for success

Here is where we start our clipboard.

My favorite tool to get started in Microsoft Excel. If you don’t have Excel, you can download Open Office which also has a spreadsheet program. Alternatively, you can also use Google Sheets which is cloud based and free if you have a Gmail account.

Now that you have an open spreadsheet, you’re going to create a list of some of the most important aspects or frustrations you might consider when opening a business.

You might jot down something like:
Naming a Business
How to form a company
Services Offered or Products Sold
How to get Financing
How to register for tax
What should my logo look like
Best local website design companies
How to advertise
How to make sales

The more aspects you write down or add to the list the better. I’ve seen lists created of 25-30 points.

However, even if you don’t have that many points, that’s ok too. The important thing is you’ve created goals which you want to achieve.

Next you’re going to add 6 more columns to your sheet: Reference 1, Reference 2, Cost, Comment, Status.

If you need to add in more steps at a later stage, that’s fine too. The important thing here is to understand what goals or tasks we want to complete. At this point we can fill in the Status column as “Awaiting Research”.

Step 2: Find useful content relevant to you and your business

Now that we have put together a list of the goals we want to achieve, it’s time to start gathering data relevant to your list.

Typically, I recommend coming up with 1 or 2 pieces of extremely relevant content to your topic. (you can use more if you’d like just modify your clipboard headings)

A great way to find relevant content is to use Google.

Your search should be for non-commercial intent purposes, so look for content that provides you with good solid information about how to solve your problem or frustration. If there is a cost associated with a particular aspect or frustration add it in e.g. getting a logo costs 100.

The best way to find relevant content in google is searching for resource pages. So if you’re looking for research for “naming a business” I’d search for – “naming a business” resources or inurl:“naming a business”.

Once you find a few really useful pieces of content and the prices you’d pay to achieve your goal, jot in some comments about what you’ve learnt and how you can achieve your goal.

As an example, if I was researching “how to get a website”, I did a google search for “how to get a website” resources. An article I might reference to would be this article is great as it explains exactly how much I should pay for hosting and a website theme. It also provides useful information like if I wanted to do a website for free how I could do it. As I would like to get this done professionally and quickly I can make the decision that I need to find a website designer to put it all together.

As I now have the information I need, I can now fill in the reference, total cost and change the status to “Awaiting Implementation”.

If you find that you require more research or that you discover that you have a lot more aspects to consider, break down your task into sub-tasks and try repeat step 2 with these sub-tasks.

The important outcome of this step is to obtain the information I need to solve my task or problem and I am able to create a budget and estimate the total cost.

Step 3: Implement your research and track your progress

Now that we have a list of all our problems and a neat list of how you plan to solve them, the next step is implementing your research and tracking your results.

At this point, if you have a team or any friends that can help you with your checklist, now would be a great time to involve them.

You’ve done all the research you need to execute your tasks. At this point you’ll begin checking them off, literally!

The last step in your pipeline is marketing and sales. If you have no sales experience that’s fine, but you do have a lot to learn.

Start taking notes of what people do when you started showing an interest in their product/service in your checklist. Which sales teams made you feel more comfortable? Is there anything that they did differently? Try implement this in your brand-new business. At the end of the day Business is about people, you need to be relatable.


That’s it! The Clipboard Technique is very easy to get your business up and running in the exact way you want to.

Unlike other techniques like trying to blindly pull together all the different aspects, the Clipboard Technique provides you with an effective way to check off each challenge and break it down into achievable goals.

If you got some value from my post, I’d really appreciate a like/share. Also, please leave any comments you may have below.

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  1. Pingback: Starting Your Own Business - The Definitive Guide - Ubuntu Company Services

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