Business Consultation Intake Form

MEI JOURNEY

Business Consultation Intake Form
Client Information:
Name

First NameLast Name
Email
example@example.com
Phone Number
Please enter a valid phone number.
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Business Details:
Business Name: blank .
Type of Business (e.g. Sole Proprietorship, LLC, Corporation)blanks .
Years in Business: blank
Industry: blank
Annual Revenue: blank .
Number of Employees blank .
Business Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Current Credit Situation:
Do you currently hav a business credit score? (Yes/No) blanks.
If yes, please provide your current business score.blank.
Do you have any existing business credit lines or loans (Yes/No) blanks.
If yes, please provide details (e.g. lender, amount, outstanding balance) below.
Do you have any personal credit issues that may effect your business credit? (Yes/No) blanks field. If yes, please provide in the space below.
Business Goals & Objectives
What are your short-term business goals (6-12 months)?
What are your long-term business goals (3-5 years)?
How do you envision using business credit to support your business growth?
Additional Information
Is there any other information or specific questions you would like to discuss during our consultation?
Thank you for choosing MEI JOURNEY
Should be Empty:

MEI JOURNEY