Name
First Name
Last Name
Email
example@example.com
Phone Number
-
Area Code
Phone Number
1. Taxes: Have you filed your 2025 Taxes??
Yes
No
In Progress
N/A: Was NOT in business
2. Taxes: Have you filed your 2024 Taxes??
Yes
No
In Progress
N/A: Was NOT in business
3. Banking: Do you have a business bank account?
Yes
No
4. Mission: Do you have a Mission Statement?
Yes
No
5. Proof of Establishment: Are you legal?
Articles of Incorporation
Business License
EIN
Non-Profit Exemption Status (Letter from IRS)
None of the Above
6. Personal Credit (Note: It is advised that credit card usage be no more than 30% to qualify for credit lines and lending)?
500+ - Allows you to apply for banking (in most institutions)
570+ - Minimum standard to apply for an SBA Loan
620+ - Starting Good Credit, Needs Work
690+ - Beginning of Great Credit! Ready to Soar!
Less than 500
I do not know my personal credit score.
7. Do You Know Your NACIS Code? (Note: Research here https://www.naics.com/search/)
Yes
No
8. Employees: Hire yourself as "One" (1) (Note: Optimum starting number 3+ (one part-time is typically acceptable)
Yes
No
9. LOGO: Do you have a Logo?
Yes
No
In-Progress (Paid for or working with logo designer)
10. Short Clip: 60 Second Video About Your Biz/Org?
Yes
No
In-Progress (Paid for or currently working with video creator)
11. Photos: Do you have photos of your org/biz in action?
Yes
No
12. Address: Do you have a commercial address or a business address?
Yes
No
13. Accounting: Do you have a Profit & Loss Statement?
Yes
No
14. Is Your Biz/Org Social Media Active?
Facebook
Instagram
X (Twitter)
LinkedIn
TikTok
LinkTree
YouTube
My business is not on social media.
15. Website: Do you have a website?
Yes
No
In-Progress (The site is actively being built with content)
16. Email: Do you have a professional email?
Yes
No
17. Selling: Do you have anything for sale online?
Yes
No
In Progress
18. Solution: Do you solve problems?
Yes
I'm not sure
19. Please answer the following: Why do you do what you do, and who does it help? Example: Demographics/Target, I do what I do because, or "I'm not sure."
20. What is your current business income?
$100 - $24,999
$25,000 - $99,000
$100,000 - $399,000
$400,000 - 699,000
$700,000 - $1,000,000
$1 Million or Above
No income earned currently
21. Do You Have these Business Tools?
Bi-Laws
Payroll
CRM System
Online Banking or Accounting
Lead Generator
Loss Leader
Business Certifications
Cash Cow
Automation: Email, Social Media
Passive Income
Residual Income
A Evergreen Deliverable
Crisis Plan: Alternative Business/ Alternative Banking
Cyber Security Protection
Trademark(s)
Dba (Doing Business As License)
Child Abuse Clearances
Criminal Background Clearances
Finger Prints
Vaccination Status
SOPs (Standard Order of Procedures)
Active Operating Agreement
I don't have any business tools currently
22. Comments: How may we assist you on your Road to $1,000,000?
Total
Submit
Should be Empty: