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Small Business Assessment
Juntos Educando y Fortaleciendo la Economia
Date of Intake
-
Month
-
Day
Year
Date
Personnel Name
Joanna Sanchez
Marco Granados Vidriales
Business Owner
Other
Business Owner
*
First Name
Last Name
Business Name
*
Age of Business Owner
*
18-29
30-39
40-49
50 or older
Ethnic Background
*
Caucasian
Hispanic
African American
Asian
American Native
Gender
Male
Female
Other
Is this a women owned business?
Yes
No
Co-owned business
Are you interested in loans or grants from the state?
Yes
No
Do you have your UEI Unique Entity Identifier
Yes
No
Contact Number
*
E-mail
example@example.com
Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Do you have social media?
Yes
No
Would you like assistance in getting one
Yes
No
What type of social media do you have?
Facebook
Twitter
Instagram
Tik Tok
What are your main concerns as a business
General Management
Resource Management (If you have employees)
Marketing
Sales
Finances
Operations
Other
General Management
Yes
No
Don't Know
Does not apply to me
1. Are you happy with the current performance of your business?
2. Do you have a business plan, detailed goals and a mission statement?
Resource Management (If you have employees)
Yes
No
Don't Know
Does not apply to me
1. Do you know your key employees' strengths and weaknesses?
2. Do you or your managers know how to conduct interviews, have a procedure to onboard new employees and have an evaluation for your employees?
Marketing
Yes
No
Don't Know
Does not apply to me
1. Do you have a marketing plan in place for your business?
2. Do you set specific goals for each promotional campaign or ad and measure their results?
Sales
Yes
No
Don't Know
Does not apply to me
1. Are you satisfied with your business distribution channels?
2. Are you attracting enough of your ideal customers?
3. Are you consistently hitting your sales targets?
Finance
Yes
No
Don't Know
Does not apply to me
1. Are you achieving your financial goals for the company?
2. Is your cash position better than it was a year ago?
3. Do you regularly monitor cash flow?
Operations
Yes
No
Don't Know
Does not apply to me
1. Do you regularly establish and document goals, strategies and objectives to run your company?
2. Do you have systems in place to monitor and control your product costs/job costs?
Are your products or services always delivered on time?
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