Partnership Readiness Quiz

Partnership Readiness Quiz

Assess Your Business, Funding, Investment, Sponsorship and Collaboration Readiness
Instructions:

Answer each question to the best of your ability. This assessment evaluates your readiness for partnerships, funding, referrals, grants, sponsorships, and long-term wealth building opportunities.
Name

First NameLast Name
Phone Number
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Email
example@example.com
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As you consider the questions, select the option that best reflects your current situation.

*Questions marked with an asterisk help us better understand your situation and will not impact your score.
*1. Do you have a business or ever thought about investing in real estate or starting a business?

A. Yes actively pursingB. Interested, looking to take action soonC. Thought about it, but not soonD. Not interested in real estate or starting a business
2. If you have a business how clearly is your business positioned?

A. Clear mission, defined audience, and strong value propositionB. Some clarity but messaging needs refinementC. Still unclear or inconsistent
3. Legal & Business Structure: Is your business properly structured and compliant?

A. Fully registered and compliantB. Partially set up, with some gapsC. Not fully established
4. Financial Organization: How organized are your business finances?

A. Clean books, separate calls, financial tracking in placeB. Some organization, but inconsistentC. Finances are mixed or unmanaged
5. Revenue Consistency: How predictable is your revenue?

A. Recurring revenue or consistent revenueB. Inconsistent but improving revenueC. Minimal or unpredictable revenue
6. How fundable is your business today?

A. Not fundable yet. My business is early-stage or informal. I haven’t intentionally prepared for lender or investor requirements.B. Somewhat fundable. I have a business set up and some revenue, but I’m unsure if my credit, structure, or financials meet funding criteria.C. My business is structured properly and I understand funding basics, but I haven’t optimized everything or tested approvals yet.D. My business is intentionally positioned to qualify for funding, and I understand lender expectations and capital options.
*7. What is your current credit score range/:

A. 720+B. 680 - 719C. 620 - 679D. Below 620E. Not Sure
*8. Do you currently have a 401(K), 403(B), or Self-Directed IRA?

A. Yes, and I understand how to use itB. Yes, but I don't know how to use itC. No, but I'm interestedD. No
*9. If your 401(k) is currently earning 5–7% annually, how interested would you be in learning strategies that could help you target 12% returns—without increasing unnecessary risk?

A. Very interested — I’m actively looking for better-performing strategies for my retirement funds.B. Somewhat interested — I’d want to understand how it works before considering any changes.C. Slightly interested — I’m open to learning, but I’m comfortable with my current returns for now.D. Not interested — I prefer to keep my 401(k) exactly as it is.
10. Brand Visibility: How visible and credible is your brand online?

A. Strong presence with consistent content and engagementB. Some presence, but inconsistentC. Minimal or no presence
11. Website Readiness: How effective is your website as a credibility and conversion tool?

A. Professional website with clear messaging, offers and call to actionB. Website exists but needs updates or clarityC. No website or outdated site
12. Referral System: Do you have a referral strategy in place?

A. Structured referral system with active partnersB. Informal referrals happen occasionallyC. No referral system
*13. Collaboration Style: Do you prefer to work alone or as part of a team?

A. Prefer working with a teamB. Comfortable with bothC. Prefer working independently
14. How often do you collaborate strategically with other organizations or businesses?

A. Regular intentional collaborationsB. Occasional collaborationsC. Rarely or never
15. Sponsorship Value Proposition: Can you clearly communicate the value of sponsoring or partnering with your business or organization?

A. Clear pitch with defined benefits and outcomesB. Somewhat clear, but needs refinementC. Not clearly defined
16. Testimonials & Success Stories: How well do you showcase proof of impact and results

A. Strong testimonials and success stories that highlight transformation and outcomesB. A few testimonials, but not well positioned or story drivenC. Little to no testimonials or social proof
17. Systems & Scalability: Are your systems ready to support growth & partnerships?

A. Documented Systems & scalable processesB. Some systems, but not scalableC. No formal systems
*18. How committed are you to learning how to invest in real estate or how to start a business?

A. Fully committed - ready to take actionB. Committed but need structureC. Interested but timing is not rightD. Just exploring for now
*19. How much time per day can you commit to building your business?

A. 3+ hoursB. 2+ hoursC. 1+ hoursD. Very little availability
*20. We are planning a future conference bringing together real estate professionals, financial professionals, and investors focused on collaboration and community impact. How would you be most interested in participating?

A. Speaker or Panelist: I have expertise or experience I’d like to share with the audience.B. Sponsor or Strategic Partner: I’m interested in supporting the event and aligning my brand with the mission.C. Promoter or Community Connector: I’d like to help spread the word and invite my network.D. Attendee: I’d like to attend to learn, connect, and explore collaboration opportunities.E. Not at this time: I’m not interested right now but open to learning more in the future.
Scoring:

A = 3 pointsB = 2 pointsC = 1 point
Add up your points to determine your score and type the number in the box below. Questions with an asterisk (1,7,8,12,17,and 18) are not scored:
Schedule Your Partnership Ready Review Session
In addition to funding, check the boxes you are Interested In:

Increasing VisabilityDigital Marketing DistributionCashflow AccelerationCreating a Family TrustAll of the Above
6. Credit & Fundability: How fundable is your business today?

A. Business credit established and improvingB. Some credit activity, but not optimizedC. Minimal or no credit
Should be Empty: