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Step 3: Refer a Business
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Needs Assessment
Today's Date
Have you worked with a business consultant before?
YES
NO
First Name
Last Name
Company
Your Title
Choose an option
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Phone
Email
Website
Street Address
Street Address Line 2
City
Region/State/Province
Postal / Zip code
Country
Country
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What is your current legal structure?
Sole Proprietorship
General Partnership
Limited Liability Partnership
Limited Liability Company
Corporation
S-Corporation
B-Corporation
Tax-Exempt Nonprofit Corporation
Not Formed Yet
In which state is your comapny legally structured?
Industry
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What stage is your business?
Idea (not yet formed)
Start Up (in business 1-2 years)
Build Stage (3-10 years)
Growth Stage (11+ years)
What is your YTD revenue?
What do you currently sell?
Products
Services
Products and Services
Provide a copy of your Business Plan
Upload File
Upload supported file (Max 15MB)
Upload your company logo
Upload File
Upload supported file (Max 15MB)
Which social media channels do you actively use for business?
Twitter
Facebook
Instagram
LinkedIn
Snapchat
Tik Tok
Other
Please Specify
Facebook Link
Twitter Link
Instagram Link
LinkedIn Profile
What Is Your Target Start Date?
What do you need help with today?
Developing a business plan
Developing a financial forecast
Developing a marketing strategy for the business
Developing a marketing strategy for the crowdfunding campaign
Developing a digital marketing campaign
Help with setting up and managing my social media campaign
Finding the right financial institution or lender
Raising capital for my business
Designing a logo
Help with effectively telling my company's story or drafting the message
Developing a growth strategy
Selecting and setting new apps (i.e. QuickBooks)
Salesforce.com or Zoho CRM consulting
Developing curriculum
Corporate training services
Startup consulting
Finding the right real estate (location: lease or purchase) for my business
Developing a growth strategy
Learning how to start a business
Obtaining my permit or license
Provide full details related to your consulting needs:
Do you have a business attorney?
Yes
No
Do you have a CPA, accountant or bookkeeper?
Yes
No
Are you the business owner?
Yes
No
Submit
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