Client Onboarding & Funding Assessment Questionnaire

Client Onboarding & Funding Assessment Questionnaire

Helping You Access the Right Support at the Right Time
Full Name*

First NameLast Name
Business Name (if applicable)
Business Entity Type*

Sole TraderPartnershipPrivate Limited CompanyCIC / Social EnterpriseCharityNot Yet Registered
Business Address*

Street Address

Street Address Line 2
CityPostcodeCountry
Residential Address*

Street Address

Street Address Line 2
CityPostcodeCountry
Contact Email*
example@example.com
Phone Number*
Please enter a valid phone number.
Website (if any)
Social Media / Online Presence
Nature of Business / Organisation Mission / Business Idea*
When was your business established?

MonthDayYear
Date
What is your current annual turnover?
Do you currently employ staff?

NoYes – Number of employees: ___
Do you have any of the following?*

Business PlanCashflow ForecastFinancial Accounts (last year)Project ProposalConstitution or Articles of Association (if applicable)NoneOther
Support Needs*
Please briefly describe your funding project idea or area of need*
What is your ideal funding amount or range? (From £___ to £___)*
How much own contribution you are ready to make toward the project? (From £___ to £___)*
Are there any deadlines or time-sensitive elements we should be aware of?
Have you previously applied for funding? If yes, what was the outcome?
Support Package Interested In
Preferred Communication Method

EmailPhoneWhatsAppZoom/Video Calls
Additional comments, needs, or support areas you’d like to highlight
Signature
Should be Empty: