B.E.T.A Business Assessment

1
Date* This field is required.
Date
Year
Month
Day
2
Name* This field is required.
First Name
Last Name
3
Email* This field is required.
example@example.com
4
Business Address* This field is required.
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Please Select
Please Select
Afghanistan
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
The Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bosnia and Herzegovina
Botswana
Brazil
Brunei
Bulgaria
Burkina Faso
Burundi
Cambodia
Cameroon
Canada
Cape Verde
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos (Keeling) Islands
Colombia
Comoros
Congo
Cook Islands
Costa Rica
Cote d'Ivoire
Croatia
Cuba
Curaçao
Cyprus
Czech Republic
Democratic Republic of the Congo
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Ethiopia
Falkland Islands
Faroe Islands
Fiji
Finland
France
French Polynesia
Gabon
The Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
Guernsey
Guinea
Guinea-Bissau
Guyana
Haiti
Honduras
Hong Kong
Hungary
Iceland
India
Indonesia
Iran
Iraq
Ireland
Israel
Italy
Jamaica
Japan
Jersey
Jordan
Kazakhstan
Kenya
Kiribati
North Korea
South Korea
Kosovo
Kuwait
Kyrgyzstan
Laos
Latvia
Lebanon
Lesotho
Liberia
Libya
Liechtenstein
Lithuania
Luxembourg
Macau
Macedonia
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia
Moldova
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Nagorno-Karabakh
Namibia
Nauru
Nepal
Netherlands
Netherlands Antilles
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
Turkish Republic of Northern Cyprus
Northern Mariana
Norway
Oman
Pakistan
Palau
Palestine
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn Islands
Poland
Portugal
Puerto Rico
Qatar
Republic of the Congo
Romania
Russia
Rwanda
Saint Barthelemy
Saint Helena
Saint Kitts and Nevis
Saint Lucia
Saint Martin
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Seychelles
Sierra Leone
Singapore
Slovakia
Slovenia
Solomon Islands
Somalia
Somaliland
South Africa
South Ossetia
South Sudan
Spain
Sri Lanka
Sudan
Suriname
Svalbard
eSwatini
Sweden
Switzerland
Syria
Taiwan
Tajikistan
Tanzania
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Transnistria Pridnestrovie
Trinidad and Tobago
Tristan da Cunha
Tunisia
Turkey
Turkmenistan
Turks and Caicos Islands
Tuvalu
Uganda
Ukraine
United Arab Emirates
United Kingdom
United States
Uruguay
Uzbekistan
Vanuatu
Vatican City
Venezuela
Vietnam
British Virgin Islands
Isle of Man
US Virgin Islands
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
Other
Country
5
Phone Number* This field is required.
Please enter a valid phone number.
6
I can clearly describe who my ideal customer is and where to find them* This field is required. Means the people most likely to buy from you.
1 – Not at all true / Not in place
2 – Somewhat true
3 – Neutral / Somewhat in place
4 – Mostly true
5 – Fully true / In place
7
I have a repeatable way to bring in new customers each week.* This field is required.(Examples: flyers, social media, events, personal outreach.)
1 – Not at all true / Not in place
2 – Somewhat true
3 – Neutral / Somewhat in place
4 – Mostly true
5 – Fully true / In place
8
I track my leads and sales with simple numbers(in a sheet, system, or notebook).* This field is required.(A “lead” is someone interested in your business.)
1 – Not at all true / Not in place
2 – Somewhat true
3 – Neutral / Somewhat in place
4 – Mostly true
5 – Fully true / In place
9
My top 3 offers/products are priced for profit because I know my costs and margins.* This field is required.(“Margin” is what you keep after costs. “Costs” are supplies, labor, rent, etc.)
1 – Not at all true / Not in place
2 – Somewhat true
3 – Neutral / Somewhat in place
4 – Mostly true
5 – Fully true / In place
10
My website or storefront clearly shows what I sell and how to buy.* This field is required. Immediately shows what is being sold, includes visible prices, and provides a simple way for customers to purchase
1 – Not at all true / Not in place
2 – Somewhat true
3 – Neutral / Somewhat in place
4 – Mostly true
5 – Fully true / In place
11
Customers can purchase or book me online without needing to DM, call, or email me.* This field is required.
1 – Not at all true / Not in place
2 – Somewhat true
3 – Neutral / Somewhat in place
4 – Mostly true
5 – Fully true / In place
12
I regularly collect customer contacts (emails, phone numbers, etc.) and send updates or offers.* This field is required.
1 – Not at all true / Not in place
2 – Somewhat true
3 – Neutral / Somewhat in place
4 – Mostly true
5 – Fully true / In place
13
I keep my business secure online.* This field is required.Hint: Strong passwords, 2-step login, backups, and making sure I own my website/social accounts.
1 – Not at all true / Not in place
2 – Somewhat true
3 – Neutral / Somewhat in place
4 – Mostly true
5 – Fully true / In place
14
I keep my business and personal money separate.* This field is required.
1 – Not at all true / Not in place
2 – Somewhat true
3 – Neutral / Somewhat in place
4 – Mostly true
5 – Fully true / In place
15
I know my break-even point and my cash runway* This field is required.Break-even = sales needed to cover costs. Cash runway = how many days you can last with the money you have now.
1 – Not at all true / Not in place
2 – Somewhat true
3 – Neutral / Somewhat in place
4 – Mostly true
5 – Fully true / In place
16
I send invoices quickly, make it easy for people to pay me, and follow up on late payments.* This field is required.
1 – Not at all true / Not in place
2 – Somewhat true
3 – Neutral / Somewhat in place
4 – Mostly true
5 – Fully true / In place
17
I review a simple profit and loss (P&L) each month and use it to guide decisions.* This field is required.(Profit & loss shows total sales minus expenses.)
1 – Not at all true / Not in place
2 – Somewhat true
3 – Neutral / Somewhat in place
4 – Mostly true
5 – Fully true / In place
18
I have a business plan or one-page strategy, plus recent financials I could share if asked.* This field is required.We’re not judging you we just need to know where you’re at so we can help.”
1 – Not at all true / Not in place
2 – Somewhat true
3 – Neutral / Somewhat in place
4 – Mostly true
5 – Fully true / In place
19
I know my funding options (bank, CDFI, grants, investors) and which one fits my situation best.* This field is required.(CDFIs are special community lenders who often help minority-owned businesses.)
1 – Not at all true / Not in place
2 – Somewhat true
3 – Neutral / Somewhat in place
4 – Mostly true
5 – Fully true / In place
20
I understand my personal and business credit and have a plan to improve it if needed.* This field is required.
1 – Not at all true / Not in place
2 – Somewhat true
3 – Neutral / Somewhat in place
4 – Mostly true
5 – Fully true / In place
21
I have the basics for contracts and procurement (EIN, license, insurance, UEI/DUNS if needed).* This field is required.(EIN is a tax ID for your business. UEI/DUNS is for government contracting.)
1 – Not at all true / Not in place
2 – Somewhat true
3 – Neutral / Somewhat in place
4 – Mostly true
5 – Fully true / In place
22
My key workflows (how I deliver my product/service) are written down so someone else could run them.* This field is required.
1 – Not at all true / Not in place
2 – Somewhat true
3 – Neutral / Somewhat in place
4 – Mostly true
5 – Fully true / In place
23
I have a simple weekly rhythm (checklist, SOPs, systems) and track key numbers regularly.* This field is required.(SOP means “standard operating procedure".)
1 – Not at all true / Not in place
2 – Somewhat true
3 – Neutral / Somewhat in place
4 – Mostly true
5 – Fully true / In place
24
My business is legally covered with the right permits, licenses, or insurance for my industry.* This field is required.This question just helps us understand where you are so we can connect you with the right tools and support
1 – Not at all true / Not in place
2 – Somewhat true
3 – Neutral / Somewhat in place
4 – Mostly true
5 – Fully true / In place
25
I have trusted help (team, contractors, mentors, advisors) I can call as demand grows.* This field is required.
1 – Not at all true / Not in place
2 – Somewhat true
3 – Neutral / Somewhat in place
4 – Mostly true
5 – Fully true / In place
26
What is the biggest challenge you face as a business owner right now?Choose ONLY 1
Access to Capital / Funding
Customers & Marketing (finding and reaching customers)
Licensing, Permits & Compliance
Bookkeeping, Profit & Cash Flow Management
Growth & Scaling (hiring, expanding, managing projects)
Technology / Innovation / Product Development
Nonprofit / Grants / Community Development
Succession & Exit Planning (retirement, employee ownership)
27
What Industry are you in?* This field is required.
Please Select
Please Select
Food & Beverage
Retail / Product
Construction & Trades
Professional Services
Beauty / Personal Care
Tech / Software
Life Science / Biotech
Engineering / Manufacturing
Nonprofit / Social Enterprise
Other
28
Total ScoreTotal Score Hidden
29
Your Stage
30
Partner Match
Huge
Large
Normal
Small
Ok
Ok
Should be Empty: