START AND GROW

START AND GROW

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The Substack Starter Checklist (PDF Download)

Craig Cherlet's avatar
Craig Cherlet
Jan 17, 2026
∙ Paid

Starting a Substack is easy.

Setting it up well is where most new writers get stuck.

Not because they lack ideas, but because there are dozens of small decisions to make, and no clear order to make them in.

This post walks you through the essentials of getting your Substack set up properly.

At the end, you can download a one-page printable checklist to keep beside you while you build.

Why Most New Substack Authors Stall Early

Most newsletters do not fail because the writing is bad.

They stall because:

  • The positioning is unclear

  • The About page does not convert

  • There is no content ready when people arrive

  • Promotion feels awkward or inconsistent

A simple setup checklist removes friction and keeps you moving forward.

What This Checklist Is Designed to Do

This checklist is not about hacks or growth tricks.

It helps you:

  • Clarify what you are building

  • Set up your publication correctly the first time

  • Publish your first posts with confidence

  • Avoid the most common beginner mistakes

  • Stay consistent long enough for momentum to build

Think of it as scaffolding, not a rulebook.


The Core Areas Every New Substack Needs

1. Foundation and Positioning

Before touching settings, you need clarity.

You should be able to explain:

  • Who this newsletter is for

  • What problem it helps with

  • Why someone should care right now

The checklist starts here because everything else depends on it.

2. Publication and Profile Setup

Your publication name, tagline, About page, and author bio quietly do the selling for you.

The checklist walks you through:

  • Setting clear expectations

  • Writing a high-conversion About page

  • Creating a human, credible author profile

Most readers decide whether to subscribe before reading a full post.

3. Content Readiness

Publishing without content ready is a common mistake.

The checklist ensures you:

  • Have at least three posts live

  • Include a welcome or origin story

  • Give new readers something practical or foundational to explore

This builds trust immediately.

4. Distribution and Growth Basics

You do not need a massive audience to grow.

You do need:

  • Substack Notes enabled

  • Light, consistent visibility

  • A simple promotion habit

The checklist focuses on what actually moves the needle early.

5. Retention and Consistency

Growth comes from staying in the game.

The final section helps you:

  • Set a realistic publishing rhythm

  • Use a welcome email properly

  • Commit to the first 90 days

Most success on Substack is earned after that window.


Download the One-Page Substack Starter Checklist

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