WDC Business & Nonprofit Intake Questionnaire
SECTION 1
Business Legitimacy & Legal Structure
What is your full name?
*
First Name
Last Name
1. Do you currently have a registered business?
*
Please Select
Yes – LLC
Yes – Nonprofit
Yes – Sole Proprietor
Yes – Partnership
Not yet
Not sure
2. Are you registered with the Colorado Secretary of State?
*
Please Select
Yes
No
Unsure
3. Do you have an EIN (Employer Identification Number)?
*
Please Select
Yes
No
Unsure
4. Do you have a business bank account?
*
Please Select
Yes
No
No, but I want one
I need guidance
5. Do you have business liability insurance?
*
Please Select
Yes
No
Not sure
I need help understanding this
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SECTION 2
Business Operations & Tech Readiness
6. Do you currently have a website?
*
Please Select
Yes
No
Working on it
Need help creating one
7. Do you use any digital tools or systems to run your business? (Example: QuickBooks, Shopify, Square POS, ClickUp, Mailchimp, Google Workspace, etc.)
*
Please Select
Yes
No
Not sure / Need help choosing
7a. If yes, please list the digital tools or systems you currently use:
*
8. How do you currently track your finances? (Select all that apply)
*
Bookkeeper
Accounting software
Spreadsheet
Not tracking yet
Need guidance
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SECTION 3
Funding & Financial Readiness
9. What types of funding are you seeking? (Select all that apply)
*
Grants
Loans
Microloans
Investors
Crowdfunding
Not sure
10. Are your business documents organized (budget, financial statements, mission, business plan, pitch deck)?
*
Please Select
Yes
Somewhat
No
I need help with this
11. Do you have any business credit trade lines or business credit cards?
*
Please Select
Yes
No
I don’t know what this is
Would you describe your personal credit situation as:
*
Please Select
Strong
Fair
Needs improvement
Prefer not to say
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SECTION 4
Business Stage + Goals
13. Which phase best describes your business?
*
Please Select
Seed (idea development)
Startup (launching)
Growth (systems + revenue)
Maturity (expansion)
Unsure
14. What is your top business goal for the next 3 months?
*
15. What is your biggest challenge right now?
*
16. If everything went perfectly this year, what would success look like for you?
*
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SECTION 5
Readiness to Take Action
17. How soon do you want support?
*
Please Select
ASAP
Within 30 days
Within 90 days
Just exploring
18. Are you ready and willing to dedicate time to complete action steps between meetings?
*
Please Select
Yes
No
Maybe
Need clarity
19. Are you looking for: (Select all that apply)
*
1-on-1 support
Done-for-you services
Templates + portal access
Funding preparation
Tech assistance
Business connections/mentorship
20. What is your preferred communication method?
*
Please Select
Email
Phone
Text
ClickUp portal
21. How did you hear about WDC’s Business Support Program?
*
Please Select
Social Media (Facebook/Instagram)
WDC Website
Referral (please list name)
Community Event
Newsletter / Email
Internet Search
Other (please describe)
Please describe how you heard about WDC’s Business Support Program: (Any details you can share will help us improve our outreach.)
*
Do you have a website or any social media pages you’d like to share?(Please paste links below)
If you have any business documents you’d like us to review, you can upload them here.(Examples: business plan, pitch deck, logo files, financials, mission statement, etc.)
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