Business Plan Questionnaire Intake Form
For LLC, S Corporation, C Corporation, Partnership
All fields with an asterik, must be completed
Complete the form to the best of your ability.
Your Information
Full Name
*
First Name
Last Name
Mobile Number
*
Your Email Address
*
example@example.com
Business Information
Business Name
*
Business Main Telephone Number
*
Website (if applicable)
Business Structure
*
Limited Liability Company (LLC)
General Partnership
Limited Partnership (LP)
C Corporation (C Corp)
S Corporation (S Corp)
Other
Are you an new or existing business?
*
New
Existing
If existing business, how long have you been in business?
*
Business Overview
Brief Description of Your Business (What products or services do you offer?)
Mission Statement (What is your business's purpose?)
Vision Statement (What long-term goals or aspirations do you have?)
Core Values (List the principles that guide your business decisions)
Business Objectives (List 3 - 5 main objectives for the business)
Target Market
Who is your primary target audience? (Describe your ideal customer)
Demographics (Age, gender, location, income level, education, etc.)
Market Needs (What problems are you solving for your customers?)
Key Competitors (List your primary competitors and what differentiates your business)
Market Trends (Are there any industry trends influencing your market?)
Products & Services
Primary Products or Services (List each product or service with a brief description)
Unique Selling Proposition (What makes your product/service stand out from the competition?)
Pricing Strategy (How will you price your products/services?)
Product/Service Lifecycle (What are the stages of growth or decline for your offerings?)
Marketing & Sales
Marketing Channels (Which channels will you use to promote your business?)
Brand Positioning (How do you want customers to perceive your brand?)
Sales Strategy (How will you attract and retain customers?)
Customer Service Approach (How will you support your customers before, during, and after purchase?)
Operations Plan
Location of Business Operations (Where will your business operate?)
Operational Needs (What are your equipment, technology, and staffing needs?)
Suppliers/Partners (List any key suppliers or business partners)
Production Process (Describe the workflow from order to delivery)
Quality Control (How will you ensure product/service quality?)
Financial Plan
Revenue Streams (What are your primary sources of income?)
Startup Costs (if applicable) (List estimated costs for starting the business)
Monthly Operating Expenses (List your ongoing expenses)
Financial Goals (What are your financial objectives for the first 1 - 5 years?)
Funding Needs (Are you seeking financing? If yes, how much and for what purposes?)
Break-Even Analysis (How long do you expect it will take for your business to become profitable?)
Additional Information
Additional Comments or Information
Signature
*
Date
*
/
Month
/
Day
Year
Date
SUMBIT
SUMBIT
Business Email
*
example@example.com
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