Initial Business Questionnaire
We want to know about your business operation. Please answer the questions below. We will contact you to schedule a time to discuss your business needs.
Company:*
Name:*
Address:*
City:*
State:*
Select
--- US States ---
AL - Alabama
AK - Alaska
AZ - Arizona
AR - Arkansas
CA - California
CO - Colorado
CT - Connecticut
DE - Delaware
FL - Florida
GA - Georgia
HI - Hawaii
ID - Idaho
IL - Illinois
IN - Indiana
IA - Iowa
KS - Kansas
KY - Kentucky
LA - Louisiana
ME - Maine
MD - Maryland
MA - Massachusetts
MI - Michigan
MN - Minnesota
MS - Mississippi
MO - Missouri
MT - Montana
NE - Nebraska
NV - Nevada
NH - New Hampshire
NJ - New Jersey
NM - New Mexico
NY - New York
NC - North Carolina
ND - North Dakota
OH - Ohio
OK - Oklahoma
OR - Oregon
PA - Pennsylvania
RI - Rhode Island
SC - South Carolina
SD - South Dakota
TN - Tennessee
TX - Texas
UT - Utah
VT - Vermont
VA - Virginia
WA - Washington
Washington DC - District Of Columbia
WV - West Virginia
WI - Wisconsin
WY - Wyoming
Armed Forces Americas
Armed Forces Pacific
Armed Forces other
American Samoa
Guam
Northern Mariana Islands
Palau
Virgin Islands
--- UK Counties ---
Avon
Bedfordshire
Berkshire
Buckinghamshire
Cambridgeshire
Cheshire
Cleveland
Cornwall
Cumbria
Derbyshire
Devon
Dorset
Durham
Essex
Gloucestershire
Hampshire
Hereford & Worcester
Hertfordshire
Humberside
Kent
Lancashire
Leicestershire
Lincolnshire
London
Manchester
Merseyside
Norfolk
Northamptonshire
Northumberland
Nottinghamshire
Oxfordshire
Shropshire
Somerset
Staffordshire
Suffolk
Surrey
Sussex
Tyne & Wear
Warwickshire
West Midlands
Wiltshire
Yorkshire
--- Canadian Provinces ---
Alberta
British Columbia
Manitoba
New Brunswick
Newfoundland and Labrador
Northwest Territories
Nova Scotia
Nunavut
Ontario
Prince Edward Island
Quebec
Saskatchewan
Yukon Territory
--- Australian States and Territories ---
Ashmore and Cartier Islands
Australian Capital Territory
Coral Sea Islands Territory
New South Wales
Northern Territory
Queensland
South Australia
Tasmania
Victoria
Western Australia
--- New Zealand Regions ---
Auckland
Bay of Plenty
Canterbury
East Cape
Hawke's Bay
Manawatu-Wanganui
Marlborough
Nelson
Northland
Otago
Southland
Tasman
Waikato
Wellington
West Coast
--- Hong Kong Administrative Districts ---
Central and Western
Eastern
Islands
Kowloon City
Kwai Tsing
Kwun Tong
North
Sai Kung
Sha Tin
Sham Shui Po
Southern
Tai Po
Tsuen Wan
Tuen Mun
Yuen Long
Wan Chai
Wong Tai Sin
Yau Tsim Mong
Zip code:*
Daytime Telephone #:*
E-mail address:*
Website
How long have your been in business?*
What is the approximate size of the population in your area?
City? County? Trade Area?
Describe the products and/or services you offer:
What is the dollar amount of your gross sales for the last full calendar year?
Do you have a written business plan?
Yes
No
Business structure?
Sole proprietership
Partnership
S-Corp
LLC
Does your business presently carry any debt? If yes list the type, terms, repayment length in terms, and total amount of the loan(s)
Please list type of debt, interest rate, monthly payment and outstanding balance
Describe how most of your clients find out about your business
Do you have a database of your clients?
Yes
No
How many clients are in your database?
Do you send a company newsletter to your clients?
Yes
No
If yes, how often?
Monthly
Quarterly
Semi-annually
Annually
Do you have employees? If so, list the type of work each does, and the number of hours they typically work per week and wages paid. Identify if a spouse or other family member is involved in your business
List 3 major business problems or concerns, and discuss what you hope to accomplish with your business in the next 18 months.?
Managing your business in a poor economy
Debt management
Creating marketing which works
Understanding the numbers
Profitable pricing structures
Time management
Or there may be something else?
Any additional comments or questions:
Please contact me about:
* Indicates field is required.