Full Business Assessment

Name

First NameLast Name

Phone Number

Area CodePhone Number

Email

example@example.com

What is the name of your Business and how long have you been in operation?

Are you currently funding your business out of pocket or is the business self sufficient?

Have you ever applied for Business Funding? If so, when and how much were you approved for?

1. I want to schedule a time to meet with you for 15 minutes. Which time frame is best? ( My team will contact you to confirm the best date).

Other

Which day of the week is best for you to speak?

2. How much is your currently monthly revenue?

How Long Has Your Business Banking Account been opened?

Note: Lenders look for 3+ months at least

3. If you secured funding, what would you do with it

5. This consultation is normally $47. I am committing to give you a Free Consultation. Once our team confirms your appointment, do you PROMISE not to cancel?

What Are Your Current Credit Scores? You can pay $1 to get your scores and my underwriting team will need a copy of the credit report. https://myidclub.link/coferfinancialgroup

List all 3 Scores

Thank you for your interest in our FREE BUSINESS SUCCESS SCAN! This is a great time of year to position yourself to scale. Knowing where you stand and what is needed to help you elevate your brand is essential.

I look forward to helping you Pivot Your Business and getting you approved.

REMINDER: You can access all 3 credit scores for $1 NOW

https://myidclub.link/coferfinancialgroup