Name of Your Business *

Your Name *

First

Last

Your BEST Email *

Your Cell Phone *

Explain Your Business? *

What do you sell (or offer) and why did you select this type of business?

The story of how you go started? *

Get wordy here. From college to your first job, to getting inspired to start your own business... what is the story of how you got to where you are today? (I can use this information to build your website, in Facebook/Google advertising campaigns, in email marketing campaigns, etc)

What 3 Things Makes Your Business Different Than Your Competitors? *

Why would it be WISE for a potential customer/client/patient to select your business? (What's your 'Secret Sauce'?)

State of Formation *

What state was your LLC or Corporation formed in? Delaware? Nevada? New York? Someplace else?

Month & Year Your Company Was Started *

Number of Employees? *

Number of 1099 Subcontractors?

Business Partner Names

List all businss partners with decision making power.

What Financing Options Do You Offer?

Do you have a business website that makes you look professional? *

YES, we do
NO, we do not

Primary Business Phone # *

Is your Primary Business Phone a Landline or Cellphone?

Physical Landline
Cellphone

Primary Business Address *

Address Line 1

Address Line 2

City

State

Zip Code

What Type of Business Address? *

Virtual Office
UPS Store or PO Box
True Physical Address
Residential

Is Your Business Address Shared with Another Business?

YES
NO

Can You Receive Mail at this Business Address? *

YES
NO

Do You Advertise on FACEBOOK? *

NO
YES

Posting on your PERSONAL Facebook page does NOT count as business advertising.

Do You Advertise on TWITTER? *

NO
YES

Posting on your PERSONAL Twitter profile does NOT count as business advertising.

Do You Advertise on PINTEREST? *

NO
YES

Posting on your PERSONAL Pinterest profile does NOT count as business advertising.

Do You Advertise on GOOGLE? *

NO
YES

Google Pay-Per-Click (Those ads you see at the top of search results)

Do You Advertise on YOUTUBE? *

NO
YES

Are you running video ads on YouTube to grow your business?

What Other Forms of Advertising Are You Doing?

Yelp, Merchant Circle, Groupon, posting flyers, etc?

What Are the Characteristics of Your BEST Customer/Client/Patient? *

Age? Martial Status? Homeower or Renter? Children or No Children? Income Range? College Educated? Etc?

List Zip Codes & Neighborhoods Where Your IDEAL Customer Lives? *

Explain Your Marketing Process to Acquire New Business? *

Potential customer calls, emails, or contacts you via your website... What steps do you take to motivate this person to do business with you?

Explain Your Follow-up Process? *

When potential customer does NOT hire you (or signup) the first time you speak (or email) them... Walk me through the steps you take next.

What are the upfront fees a customer needs to pay?

What are your 3-5 most requested services? What services would you like to sell more of? *

What are the top 3-5 frequently asked questions you get from customers? *

Do you offer any services that your competitors don’t?

What special licenses or certifications do you hold? (e.g., EPA certified, NATE certified)

What special techniques or methods have your developed that will make you business unique?

What’s the favorite part your business? (Ex: The smile on a customers face after renovating their kitchen, etc) *

Anything extra you’d like potential customers and clients to know about you?

What are your credit scores? (Be HONEST, the truth comes out eventually)

Get your Credit Scores FREE at https://www.annualcreditreport.com/

What were your business bank deposits each of the last 4 months? (Be HONEST, the truth comes out eventually)

For example: January: $10,000 / February: $7,000 / March: $3,000 / April: $12,000

How will you use this Business Capital?

Welcome!

Business Growth Intake Form

Get your Credit Scores FREE at https://www.annualcreditreport.com/