Consulting Client Intake Survey

Consulting Client Intake Survey

Please complete the questionnaire below so that we can begin work on your consulting project.
Business Name
Primary Contact Name

First NameLast Name
Primary Contact Phone Number

Area CodePhone Number
Primary Contact Email
example@example.com
What is your business structure?
Sole Proprietorship, LLC, S-Corp, Partnership
What year was the business established?
Describe your business?
Which consulting services are you in need of?
Problem Worth Solving: What is it that your customers need and cannot find elsewhere? Even if your business isn’t unique, highlight the key reasons why your business needs to exist.
Example: Food Truck Business - Downtown office workers and students on campus are hungry. Specifically, they are hungry for new lunch options that are fast, healthy, interesting, and reasonably priced. Traditional Caribbean food would be a great fit, but no one in the area is offering it yet.
Target Market: Provide a brief description of your ideal customer. How many potential customers are there for your solution, and how do they break down into recognizable types?
Example: Food Truck Business - With our midtown location, we are well situated to serve three core groups: downtown office workers, students on campus, and the weekend crowd out for evening entertainment. Our research suggests that those segments together represent a pool of more than 15,000 potential customers per day. Factor in the broad decline of the fast-food industry, the complementary rising popularity of fast-casual options, the cool factor attached to innovative food trucks, and the city’s strong population growth, and we see a great opportunity here.
Do you have an executive summary and/or business plan for your business?
You may upload an executive summary or business plan here:

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If you are seeking funding for your business or project, indicate the amount needed?
US dollars, Enter N/A if you are not seeking funding
How do you plan to use the funding?
Enter N/A if you are not seeking funding
Do you have the ability to collateralize a loan?
Describe the collateral you plan to use. Is it in use for another loan?
Describe how your business or project will impact the community
Job creation, Serve At Risk Groups, Youth Development, etc.
Describe your management team
List the Role in the Business, Skill Set, Years of Experience for each member of the management team
You may upload resumes for members of your management team here:

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Upload a Microsoft Word version of your resume. Cancelof
Is your business profitable?
What is the Net Profit Margin for your business?
Net Earnings / Gross Revenue (percentage)
Have you filed corporate tax returns for the last 3 years?
Does your most recent tax return include a Profit & Loss statement?
You may upload financial data on your business here:

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Tax Returns, P&L Statements, Balance Sheet, Pro forma, etc. Cancelof
What is the Owner's personal credit score?
Are there other partners in the business?
Have you established credit that reports to the EIN for the business?
Are there other loans in the business name?
Which types of funding are you willing to put in place?
Who is your Advisor at Carter Financial or who is the person who referred you?
Who is your Advisor at Carter Financial or who is the person who referred you?
Thank you for providing responses. We will get back to you shortly regarding the next steps for your request. PLEASE SELECT SUBMIT BELOW.
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