QuestionnairesYour Voice Matters!Customer SurveyGetting to know youPlease answer questions to the best of your abilityPlease tell us your nameYour Phone NumberYour EmailYour Business NamePlease list any certifications and licenses belowDo you consider yourself an American Business owner?YesNoDo you have a legal business partner or partnersDo you have a coach, a consultant or council?Birth DatePlease view this video and then complete DISC before next appt. Developing your business These questions help us to understand is your business capital ready What is your business designationLLCS CorpC CorpSole ProprieterNon ProfitWhat state was your business formed?Do you have your EINYesNoDo you have your business bank accountYesNoHow long have you been in business?Choose1-3 years3-5 years5 Years or moreWhat is the nature of your business?How does your business make a societal impact?Do you have a Mission & Vision Statement?YesNoDo you have a Board?YesNoNot SureWhat's your business website?Are you interested in building a personal brand?YesNoMaybeWould you be interested in having a stylist?YesNoMaybeScaling your businessReady to grow from working IN your business to ON your business?What Social Media platforms do you use?Do you have a CRM?YesNoNot sureDo you have an email list?YesNoDo you have a sales funnel?YesNoAny business automations?YesNoDo you have a team?YesNoDo you want to be a vendor for events?YesNoHave you started any email campaigns?YesNoDo you have any upcoming promotions?YesNoAre you ready to scale now or later?If no team, which team member do you need the most?Is your Business ProtectedWhen operating your business similar to a vehicle you have to be coveredIs your business name TMYesNoDo you have a logo?YesNoDo you have an operating agreement?YesNoDo you have an NDA?YesNoDo you have Keyman Insurance?YesNoDo you have disability insurance?YesNoDo you have a trust?YesNoDo you have a will?YesNoDo you have a POA?YesNoIf you were to sell your businessWhat\'s the plan if you\'re no longer able or capable to run your businessDo you have Profit and Loss Statements?YesNoHas your business ever had a business valuation?YesNoDo you have a business succession plan?YesNoWhat would happen to your business if you became sick or disabled?Did you create your business to build a legacy?YesNoDo you plan on creating generational wealth with your business?YesNoYour NetworkAre you in a reciprocal network?Who would you consider to be your circle of influenceFamilyColleaguesBusiness PartnersOther professionals you do business withAre you a networker? If not do you want to learn to be?How many followers across your Social Media platforms?Which Social Media platforms have you made the most money with?FacebookInstagramTiktockLinkedinOther:Who spends the most money with you?Do you have any investments?IRA401KReal EstateStocks and BondsAre you apart of any investment groups?YesNoWould you want to be apart of a network that practices group economics?YesNoWhat is group economics?Would you consider yourself a contributor, a producer or both?How were you referred to the #1Busines Network?
