Client - Advisor Relationship Agreement & Pre-Consultation Form

Welcome to The Business Centre Nipissing Parry Sound! Congratulations on taking the first step towards realizing your dream of starting your own business! We are excited to work with you as you head up the path to success. In order to ensure that we have a clear understanding of what we can expect from one another, we have set out some guidelines around those expectations.

Your Business Advisor Will:

Assist you in reaching informed decisions about your business idea.
Be committed to helping you achieve your goals.
Explain the importance of a comprehensive business plan, and help you understand each section as you develop your plan.
Be a valuable member of your network of business professionals, and refer you to our business partners who may have information that will assist you and your business.
Post updates and notifications regarding upcoming workshops and events that may be of value to you and your business.
Listen and be attentive, providing honest and meaningful feedback.
Follow up in a timely manner.
Obtain your permission in writing before discussing your business idea, plan or operations with anyone outside our organization.
Disclose any conflicts of interest that may prevent your advisor from supporting you honestly and fairly.

A few things Your Advisor can NOT do:

Make business decisions for you. We know you understand this is YOUR business and decisions are yours to make. You are the only one who can be accountable for your business decisions.
Personally negotiate any business dealings on your behalf.
Create your business plan for you. Your Advisor will help every step of the way, but creating the plan is up to you.
Provide legal, accounting or any other technical advice. Breach your confidentiality. We take your privacy seriously, and will go to great lengths to protect it! We will not share your contact information without your express written consent.
Take responsibility for the success of your business.

As a TBC Client, you WILL:

Notify your advisor in a reasonable amount of time when you are not able to attend a scheduled meeting.
Arrive to meetings prepared.
Present your busienss plan in an appropriate format so that it can be easily read and reviewed by your advisor.
Keep track of all workshop and networking events you have expressed interest in attending, and confirm your attendance with your Advisor once completed.
Take initiative! Complete tasks within the agreed upon time frame.
Be as open, honest and willing to participate in the learning process.
Respect professional boundaries at all times. Communication with your Advisor using ONLY the channels that you have both agreed to.

Together we WILL:

Maintain a professional relationship
Demonstrate mutual respect
Maintain confidentiallity
Demonstrate honesty and integrity

Authorization

I authorize The Business Centre to share my contact information with the centre's Provincial Funders for reporting purposes, as well as identified for referral purposes.I authorize The Business Centre to contact me about future events, seminars, workshops and relevant business information through their mailing list.I authorize The Business Centre to store my contact information, business plans and financial information provided during my participation as a general client or program participant, in their secure Customer Relationship Management System (CRM).

Date

Client Name

Business Name

Website or primary social media page (if applicable)

What Municipality do you reside in?

Phone Number

Please enter a valid phone number.

Email

example@example.com

Client Signature

Are you a start-up, expansion, or just wanting to explore entrepreneurship?

Business Idea or Overview? (Be as detailed as possible to best allow our team to assist you effectively)

What is your business structure?

How many employees do you have? (including yourself)

Location

Home-basedMobileBrick and MortarOther

Date operations began (or anticipated start date)

Date

The following question is voluntary. Do you identify with any of the following demographics? (Select all that apply)

Are you currently receiving social assistance? (Such as EI, OW, or ODSP)

YesNo

What kind of meeting would you prefer for your consultation? (8:30AM to 4:30PM, Monday to Friday)

In-Person at North Bay City HallZoom MeetingTelephone Meeting

What type of assistance do you require (check all that may apply):

How did you hear about The Business Centre?