Small Business Self-Assessment

Small Business Self-Assessment

The VMT requires the following information on your company, skills and expertise so we can best identify which mentors will benefit you the most. You will need about 10-15 minutes to complete this form - and best to respond on a large screen. The VMT thanks you for your time. After you click Submit at the end of the survey, a copy of your submission will be automatically emailed to you.
Company Name:*
Your Name:*

First NameLast Name
Your Email:*
example@example.com
1-Minute Video: This should be an elevator pitch of no more than 1 minute. Please do NOT provide a slide deck. Use the guidelines provided on our website. We want to see your face and hear your voice.*
Provide URL - Google Drive, Dropbox file..... PLEASE include the https://
Pitch Deck*
Provide URL - Google Drive, Dropbox file...... PLEASE include the https://
Your Role in the Company*
Your Phone:*
Please enter a valid phone number.
Industry:*
Are you working full-time in your business?*

YesNo
Number of Employees Working Full-Time (including yourself):*
Number of Employees Working Part-Time (including yourself):*
Location (City, State, or Country)*
Website: (if none, please type "None"
Referred by/Referring Organization:
Other Referring Person or Organization:
Have you received any type of Entrepreneur training?*

YesNo
Have you previously attended any technical assistance programs?*

YesNo
Add the kind of training received:*
Company Description: Who you are? What you do? (minimum 75 words)*
List members of your small business and their functions; and identify those members who are co-founders, if any).*
Are you the primary decision-maker?

Yes (Always)No (Never)Share the decision with others
If your application is approved, we will invite you and any of your team members to an initial pitch scrub session. This session will include mentors who expressed interest in your company.

Sessions are two hours long and held remotely via Zoom. Please provide (6) hour time slots below (2 - 3 weeks from today's date) that our mentors can choose from. We will coordinate with mentors and confirm the date and time.

Please provide the times as EASTERN TIME zone.
Appointment*
Appointment*
Appointment*
Appointment*
Appointment*
Appointment*

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BUSINESS OPERATIONS: ... for managing day-to-day business tasks?
BUSINESS PLAN: ... for documenting a business plan for the next 12 months?
STAFF DEVELOPMENT: ... for hiring staff?
COMPANY CULTURE: ... for establishing a company to attract and retain employees?
RISK MANAGEMENT: ... for identifying key risks that could adversely impact your business? (for example, product defects, payment problems, market shift, customer complaints, employee safety, competitors, etc.)
BUSINESS SUSTAINABILITY: ... for planning long-term projects?
DEVELOPING NEW BUSINESS IDEAS: ... for meeting with customers and other interested parties to find new ideas for your business or needing to pivot?

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TARGET MARKET: ... for knowing your customer profile?
CUSTOMER SERVICE: ... for seeking feedback from customers?
CUSTOMER RETENTION: ... for repeat business?
SALES PIPELINE: ... for developing continuous sales?
REPUTATION MANAGEMENT: ... for addressing customer complaints?
COMPETITOR KNOWLEDGE: ... for knowing how you differ from your competitors?

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BUDGET PROJECTIONS: .. for planning a 2-year budget?
MAINTAINING CASH FLOW: ... for keeping a cash balance?
BUSINESS MODEL: ... for charging the right amount?
PROFITABILITY: ... for paying yourself a regular salary?
REINVESTMENT: ... for using your profits to grow your business?

Small Business Self-Assessment

MANAGEMENT PROCESSES:

SALES AND MARKETING PROCESSES:

TECHNICAL PROCESSES:

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CUSTOMER MANAGEMENT SOFTWARE: ... for managing your customers' business with you?
MARKETING MEDIA: ... for use of email, social media (for example, blogs, Facebook, Google Ads, etc.), or direct mail?