Entrepreneur Tech Program Intake Form
Name
*
First Name
Last Name
Email
*
example@example.com
Phone Number
*
Please enter a valid phone number.
Business Name
*
Business Description (3-4 sentences)
*
Business Website (if applicable)
Is your business a legal entity? (i.e. LLC, LLP, etc)
*
Yes
No
If yes, what state is your business registered in?
Entrepreneurial Foundations
Mindset & Resilience
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Defined business vision and purpose
Awareness of unique challenges for entrepreneurs
Resilience and adaptability skills
Market Research & Opportunity Identification
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Knowledge of market analysis and niche identification
Skills in customer surveying and demand assessment
Ability to create a unique value proposition
Goal Setting & Strategic Planning
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Experience with short- and long-term goal setting
Business model creation and strategic planning
Adaptability in revising goals and strategies
Other entrepreneurial foundation topics where you need assistance.
Other entrepreneurial foundation topics where you need assistance.
Branding and Marketing Essentials
Brand Identity
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Defined brand mission, vision, and values
Development of brand assets (logo, color palette)
Consistency in brand image and customer expectations
Digital Marketing & Content Creation
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Familiarity with social media, website, and email marketing
Skills in storytelling and content creation
SEO knowledge and lead generation
Customer Engagement
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Techniques to build customer loyalty and brand ambassadors
Knowledge of influencer marketing and partnerships
Marketing Analytics
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Skills in tracking KPIs and using analytics tools
Setting data-driven marketing goals
Using customer feedback to refine strategies
Other branding and marketing topics where you need assistance.
Other branding and marketing topics where you need assistance.
Financial Acumen and Funding
Financial Management
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Understanding profit/loss, balance sheets, and cash flow
Budgeting and expense management skills
Funding Knowledge
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Awareness of grants, loans, and investor funding
Credit management and funding readiness
Financial Statement Analysis
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Interpreting Balance Sheets: assets, liabilities
Interpreting Income Statements: revenue, expenses
Analyzing Cash Flow Statements: cash inflows and outflows
Informed Decision Making
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Using financial data for strategic investments and pricing
Assessing marketing and operational efficiency based on data
Cash Flow Management
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Understanding revenue versus actual cash flow
Ensuring business liquidity for meeting obligations
Expense Tracking
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Tracking all business expenses accurately
Identifying potential areas for cost-cutting
Budgeting
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Creating and adhering to a budget
Planning future expenses and investments effectively
Accounting Methods
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Choosing between cash and accrual accounting for accurate financial reflection
Tax Implications
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Understanding tax obligations for the business structure
Ensuring timely and accurate tax filings
Financial Forecasting
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Creating financial projections for future revenue and expenses
Using forecasts for decision-making and funding
Debt Management
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Understanding loan terms and managing debt levels
Maintaining financial stability while utilizing debt effectively
Raising Capital
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Ensuring strong financial literacy to secure investor funding
Demonstrating financial viability and growth potential to investors
Business Planning for Investors
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Creating financial projections
Structuring financials for investor presentations
Basic knowledge of valuation
Investor Pitching Skills
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Compelling pitch creation
Pitch deck development
Investor Q&A preparation
Other financial and funding topics where you need assistance.
Other financial and funding topics where you need assistance.
Systems, Processes, and Technology
Business Systems & Automation
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Knowledge of CRM, project management, and accounting tools
Current use of automation to increase efficiency
Evaluating and selecting systems that align with your business needs
CRM (Customer Relationship Management)
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CRM setup and customer service enhancement
Lead management and sales pipeline organization
Project Management
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Planning, delegation, and project tracking skills
Familiarity with project management tools (Asana, Trello, etc.)
Creating efficient workflows
Technology Integration
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System integration (CRM, project management, marketing)
Cybersecurity basics for small business
Other systems, processes and technology topics where you need assistance.
Other systems, processes and technology topics where you need assistance.
Emotional Intelligence and Leadership
Emotional Intelligence
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Self-awareness and regulation skills
Empathy and active listening skills
Techniques for EI development
Leadership & Conflict Management
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Goal-setting and team motivation abilities
Conflict resolution skills
Mental Health & Well-Being
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Stress management techniques
Building support networks
Work-life balance skills
Other emotional intelligence and leadership topic where you need assistance.
Other emotional intelligence and leadership topic where you need assistance.
Scaling and Growth
Growth Readiness
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Identifying scalability indicators
Developing scalable processes and hiring plans
Managing culture and brand integrity
Partnerships & Networking
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Networking strategies, both online and in person
Leveraging industry connections
Other scaling and growth topic where you need assistance.
Other scaling and growth topic where you need assistance.
Human Resources
Hiring and Recruitment
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Recruitment process understanding
Crafting job roles and descriptions
Employee Onboarding & Retention
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Developing an onboarding process
Engagement and retention strategies
Performance management and feedback handling
Legal Compliance and Benefits
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Basic employment law knowledge
Planning employee benefits
Policies and workplace safety
Other HR topic where you need assistance.
Other HR topic where you need assistance.
Real Estate (If Applicable)
Real Estate Acquisition
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Identifying suitable properties
Zoning, permit knowledge
Lease vs. buy considerations
Property Management
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Basics of property management
Maintenance, tenant relations
Setting rental terms
Legal and Financial Aspects
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Real estate taxes and deductions
Legal contracts and agreements
Property financing options
Other real estate topic where you need assistance.
Other real estate topic where you need assistance.
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